Shelly O'Brien - Feb 28, 2024 Form 4 Insider Report for ENVESTNET, INC. (ENV)

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	ENV	Common Stock	Tax liability	-$28.8K	-565	-2.46%	$50.98	22.4K	Feb 28, 2024	Direct	F1
transaction	ENV	Common Stock	Award	$0	+14.7K	+65.7%	$0.00	37.1K	Feb 29, 2024	Direct	F2
transaction	ENV	Common Stock	Award	$0	+1.44K	+3.88%	$0.00	38.5K	Feb 29, 2024	Direct	F3
transaction	ENV	Common Stock	Award	$0	+9.81K	+25.45%	$0.00	48.4K	Feb 29, 2024	Direct	F4

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Id	Content
F1	The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units.
F2	Represents restricted stock units that vest over a 3-year period; one-third of the total amount vests on the first anniversary of the date of the grant of restricted stock units and then one-twelfth of the total amount vests on each three-month anniversary of the date of grant thereafter. These restricted stock units convert into common stock on a one-for-one basis.
F3	Represents performance stock units earned upon the achievement of specific performance measures. These performance stock units convert into common stock on a one-for-one basis.
F4	Represents retention restricted stock units that 25% vests on the six-month anniversary of the date of grant, 30% vests on the one-year anniversary of the date of grant and the final 45% vests on the eighteen-month anniversary of the date of grant. These restricted stock units convert into common stock on a one-for-one basis.