Ross K. Chapin - 23 Feb 2023 Form 4/A - Amendment Insider Report for ENVESTNET, INC.

Reporting relationship: Director
Issuer ticker: N/A
Reported as of: 23 Feb 2023
Net transaction value: -$122,014
SEC form: 4/A - Amendment
Accepted by SEC: 28 Feb 2023, 16:13:06 UTC
Original report date: 24 Feb 2023
Prior SEC filing: 02 Mar 2022
Next SEC filing: 02 Mar 2023
Source filing: View source filing
Reporting owner signature: /s/ Shelly O'Brien, by Power-of-Attorney for Ross K. Chapin

Key filing fact

Ross K. Chapin filed Form 4/A - Amendment for ENVESTNET, INC. on 28 Feb 2023.

Key facts

This page summarizes Ross K. Chapin's Form 4/A - Amendment filing for ENVESTNET, INC..
1 reported transaction and 1 derivative row are listed below.
Accepted by SEC: 28 Feb 2023, 16:13.

Change

Previous filing in this sequence was filed on 02 Mar 2022.
Current net transaction value: -$122,014.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4/A - Amendment disclosures.

View source filing

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

ENV transaction Derivative

Director Stock Option (Right to Buy)

Options Exercise

Transaction value: $122,014
Shares: -7,954
Change %: -100%
Price: $15.34
Shares after: 0
Date: 23 Feb 2023
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 7,954
Exercise price: $15.34
Footnotes: F1, F2, F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

On February 24, 2023, the reporting person filed a Form 4 which inadvertently reported the exercise of an option in column 5 of Table II as an acquisition rather than a disposition. The proper coding of the exercise of the option has been corrected in this amendment, with the other footnotes renumbered accordingly.

Footnote F2

Original option grant vested in three installments beginning on the first anniversary of the date of grant as listed in the "Date Exercisable" column.

Footnote F3

Total does not include options from other tranches with different exercise prices, vesting dates, and expirations dates.