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O'Brien Shelly's Form 4 filing

Envestnet, Inc. (ENV) · filed Mar 31, 2023

Accession no.
0001628280-23-010155
Filed
Mar 31, 2023
Trade date
Mar 30, 2023
Filing delay
1 day
Rule 10b5-1 plan
Not checked

This filing lists 1 non-derivative transaction. Open-market sales total $500.2K. It was filed 1 day after the trade.

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.

Reporting owners on this filing
OwnerRelationship to the company
O'Brien ShellyCIK 0001497434Officer (Chief Legal Officer)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Mar 30, 2023Common StockSSaleDisposed−8,800$56.84F1−$500,19223,709Direct

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.

F1

The Common Shares reported herein as being purchased were purchased at a range of between $56.53 and $57.02 per share. The purchase price reported above represents the weighted average purchase price for the reported transaction and has been rounded to the nearest cent. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such price range.

Referenced by the price of 1 transaction in Table I.

Read the full filing on SEC EDGAR (opens in a new tab)