William Crager - Feb 27, 2023 Form 4 Insider Report for ENVESTNET, INC. (ENV)

Signature
/s/ Shelly O'Brien, by Power-of-Attorney for William Crager
Stock symbol
ENV
Transactions as of
Feb 27, 2023
Transactions value $
-$178,866
Form type
4
Date filed
2/28/2023, 03:05 PM
Previous filing
Dec 13, 2022
Next filing
Mar 2, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction ENV Common Stock Options Exercise $207K +13.5K +4.48% $15.34 315K Feb 27, 2023 Direct
transaction ENV Common Stock Tax liability -$386K -6.14K -1.95% $62.89 309K Feb 27, 2023 Direct
holding ENV Common Stock 100 Feb 27, 2023 By wife

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction ENV Employee Stock Option (Right to Buy) Options Exercise $0 -13.5K -100% $0.00* 0 Feb 27, 2023 Common Stock 13.5K $15.34 Direct F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Original option grant vests in four installments beginning on the first anniversary of the date of grant as listed in the "Date Exercisable" column.
F2 Total does not include options from other tranches with different exercise prices, vesting dates, and expiration dates.