Key facts
- This page summarizes William Crager's Form 4 filing for ENVESTNET, INC..
- 2 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 13 Mar 2024, 16:42.
William Crager - 11 Mar 2024 Form 4 Insider Report for ENVESTNET, INC.
- Reporting relationship
- Chief Executive Officer, Director
- Issuer ticker
- N/A
- Reported as of
- 11 Mar 2024
- Net transaction value
- -$290,268
- SEC form
- 4
- Accepted by SEC
- 13 Mar 2024, 16:42:44 UTC
- Prior 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.
4 source fields
Reporting owner
1 detail
Key filing fact
William Crager filed Form 4 for ENVESTNET, INC. on 13 Mar 2024.
Change
- Previous filing in this sequence was filed on 01 Mar 2024.
- Current net transaction value: -$290,268.
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
Tax liability
- Transaction value
- $223,125
- Shares
- -4,021
- Change %
- -1.2%
- Price
- $55.49
- Shares after
- 324,250
- Date
- 11 Mar 2024
- Ownership
- Direct
- Footnotes
- F1
ENV
transaction
Common Stock
Tax liability
- Transaction value
- $67,143
- Shares
- -1,210
- Change %
- -0.37%
- Price
- $55.49
- Shares after
- 323,040
- Date
- 11 Mar 2024
- Ownership
- Direct
- Footnotes
- F2
ENV
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 100
- Date
- 11 Mar 2024
- Ownership
- By wife
* 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
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 performance stock units.
Footnote F2
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.