Wolfe Lauren Taylor's Form 4 filing
Envestnet, Inc. (ENV) · filed Mar 8, 2024
- Accession no.
- 0000921895-24-000622
- Filed
- Mar 8, 2024, 4:46 PM ET
- Trade date
- Mar 6-7, 2024
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not checked
This filing lists 2 non-derivative transactions. Open-market purchases total $1.63M. It was filed 2 days after the trade.
This filing was later replaced by the amendment 0000921895-24-000658 (Mar 15, 2024). Trade tables on this site use the amended version.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Wolfe Lauren TaylorCIK 0001699118 | Director |
| Impactive Capital LLCCIK 0001786731 | Director |
| Impactive Capital LPCIK 0001786767 | Director |
| Asmar ChristianCIK 0001787532 | Director |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Mar 6, 2024 | Common Stock | PPurchaseAcquired | +9,401 | $51.19 | +$481,237.19 | 4,161,968 | Indirect | |
| Mar 7, 2024 | Common Stock | PPurchaseAcquired | +21,761 | $52.62 | +$1,145,063.82 | 4,183,729 | Indirect |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
No transaction price on this filing refers to a footnote.
Remarks
Lauren Taylor Wolfe, Managing Member of Impactive Capital LLC, the general partner of Impactive Capital LP, is a director of the Issuer. For purposes of Section 16 of the Securities Exchange Act of 1934, as amended, the Reporting Persons are deemed directors by deputization by virtue of their representation on the Board of Directors of the Issuer.