Key facts
- This page summarizes William Crager's Form 4 filing for ENVESTNET, INC..
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 29 Feb 2024, 16:02.
William Crager - 27 Feb 2024 Form 4 Insider Report for ENVESTNET, INC.
- Reporting relationship
- Chief Executive Officer, Director
- Issuer ticker
- N/A
- Reported as of
- 27 Feb 2024
- Net transaction value
- -$38,082
- SEC form
- 4
- Accepted by SEC
- 29 Feb 2024, 16:02:39 UTC
- Prior SEC filing
- 13 Dec 2023
- Next SEC filing
- 01 Mar 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Shelly O'Brien, by Power-of-Attorney for William Crager
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
William Crager filed Form 4 for ENVESTNET, INC. on 29 Feb 2024.
Change
- Previous filing in this sequence was filed on 13 Dec 2023.
- Current net transaction value: -$38,082.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
ENV
transaction
Common Stock
Options Exercise
- Transaction value
- $589,944
- Shares
- +14,100
- Change %
- +4.4%
- Price
- $41.84
- Shares after
- 334,432
- Date
- 27 Feb 2024
- Ownership
- Direct
ENV
transaction
Common Stock
Tax liability
- Transaction value
- $628,026
- Shares
- -12,336
- Change %
- -3.7%
- Price
- $50.91
- Shares after
- 322,096
- Date
- 27 Feb 2024
- Ownership
- Direct
ENV
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 100
- Date
- 27 Feb 2024
- Ownership
- By wife
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
ENV
transaction
Derivative
Employee Stock Option (Right to Buy)
Options Exercise
- Transaction value
- $0
- Shares
- -14,100
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 27 Feb 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 14,100
- Exercise price
- $41.84
- Footnotes
- F1, F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
Original option grant vests in three installments beginning on the first anniversary of the date of grant as listed in the "Date Exercisable" column.
Footnote F2
Total does not include options from other tranches with different exercise prices, vesting dates, and expiration dates.