Introdução

Esta página fornece uma análise abrangente do histórico conhecido de negociações internas de Shelly O'Brien. Insiders são oficiais, diretores ou investidores significativos em uma empresa. É ilegal para insiders realizarem negociações em suas próprias empresas baseados em informações específicas, não públicas. Isso não significa que seja ilegal para eles realizarem qualquer negociação em suas próprias empresas. No entanto, eles devem reportar todas as negociações à SEC através de um Formulário 4. Apesar dessas restrições, pesquisas acadêmicas sugerem que insiders - em geral - tendem a superar o mercado em suas próprias empresas.

Rentabilidade Média de Negociação

A rentabilidade média de negociação é o retorno médio de todas as compras de mercado abertas feitas pelo insider nos últimos três anos. Para calcular isso, examinamos cada compra de mercado aberto, não planejada, feita pelo insider, excluindo todas as negociações que foram marcadas como parte de um plano de negociação 10b5-1. Em seguida, calculamos o desempenho médio dessas negociações ao longo de 3, 6 e 12 meses, fazendo a média de cada uma dessas durações para gerar uma métrica de desempenho final para cada negociação. Finalmente, fazemos a média de todas as métricas de desempenho para calcular uma métrica de desempenho para o insider. Esta lista inclui apenas insiders que fizeram pelo menos três negociações nos últimos dois anos.

Se a rentabilidade de negociação deste insider é "N/A", então o insider ou não fez quaisquer compras de mercado aberto nos últimos três anos, ou as negociações que eles fizeram são muito recentes para calcular uma métrica de desempenho confiável.

Frequência de Atualização: Diariamente

Veja a lista dos negociantes internos mais rentáveis.

Veja os Insiders com Maior Classificação
Empresas com Posições Internas Reportadas

As declarações à SEC indicam que Shelly O'Brien reportou posses ou negociações nas seguintes empresas:

Ativo Título Últimas Posições Reportadas
US:ENV / Envestnet, Inc. CHIEF LEGAL OFFICER 0
Como Interpretar os Gráficos

Os gráficos a seguir mostram o desempenho das ações dos a ativos ubsequentes a cada transação de mercado aberto, não planejada feita por Shelly O'Brien. Transações não planejadas são negociações que não foram feitas como parte de um plano de negociação 10b5-1. O desempenho das ações é representado como mudança percentual cumulativa no preço das ações. Por exemplo, se uma transação interna foi feita em 1 de janeiro de 2019, o gráfico mostrará a mudança percentual diária da segurança até o dia presente. Se o preço da ação passasse de $10 para $15 durante este período, a mudança percentual cumulativa no preço das ações seria de 50%. Uma mudança no preço de $10 para $20 seria de 100%, e uma mudança no preço de $10 para $5 seria de -50%.

Ultimamente, estamos tentando determinar quão estreitamente as negociações do interno correlacionam-se a retornos excessivos (positivos ou negativos) no preço da ação para ver se o interno está cronometrando suas transações para lucrar com informações internas. Considere a situação onde um interno estava fazendo isso. Nesta situação, esperaríamos (a) retornos positivos após compras, ou (b) retornos negativos após vendas. No caso de (a), o gráfico de COMPRA mostraria uma série de curvas ascendentes, indicando retornos positivos após cada transação de compra. No caso de (b), o gráfico de VENDA mostraria uma série de curvas descendentes, indicando retornos negativos após cada transação de venda.

No entanto, isso sozinho não é suficiente para tirar conclusões. Se, por exemplo, o preço da ação da empresa estivesse em uma escalada não cíclica ao longo de muitos anos, então esperaríamos que todos os gráficos pós-compra tivessem uma inclinação ascendente. Da mesma forma, declínios não cíclicos ao longo de muitos anos resultariam em gráficos pós-negociação inclinados para baixo. Nenhum desses gráficos sugeriria atividade de negociação interna.

O indicador mais forte seria uma situação em que o preço da ação fosse extremamente cíclico, e houvesse sinais positivos no gráfico de COMPRA e gráficos negativos no gráfico de VENDA. Esta situação seria altamente sugestiva de um interno que estava cronometrando transações para sua vantagem financeira.

Histórico de Negociações Insider

Esta tabela mostra a lista completa de negociações insider realizadas por Shelly O'Brien conforme divulgadas para a Comissão de Valores Mobiliários (SEC).

Data do Arquivo Data da Transação Formulário Ticker Ativo Código 10b5-1 Ações Ações Restantes Variação
Percentual		 Preço
da Ação		 Valor
da Transação		 Valor
Restante
2024-11-25 2024-11-25 4 ENV ENVESTNET, INC.
Common Stock 		D - Sale to Issuer -84,734 0 -100.00 63.15 -5,350,952
2024-08-30 2024-08-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -931 46,661 -1.96 62.81 -58,476 2,930,777
2024-05-30 2024-05-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -212 47,592 -0.44 68.45 -14,511 3,257,672
2024-03-13 2024-03-11 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -127 47,804 -0.26 55.49 -7,047 2,652,644
2024-03-13 2024-03-11 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -422 47,931 -0.87 55.49 -23,417 2,659,691
2024-03-01 2024-02-29 4 ENV ENVESTNET, INC.
Common Stock 		A - Award 9,808 48,353 25.45
2024-03-01 2024-02-29 4 ENV ENVESTNET, INC.
Common Stock 		A - Award 1,439 38,545 3.88
2024-03-01 2024-02-29 4 ENV ENVESTNET, INC.
Common Stock 		A - Award 14,712 37,106 65.70
2024-03-01 2024-02-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -565 22,394 -2.46 50.98 -28,804 1,141,646
2023-12-13 2023-12-11 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -127 22,959 -0.55 42.38 -5,382 973,002
2023-11-30 2023-11-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -123 23,086 -0.53 37.18 -4,573 858,337
2023-09-13 2023-09-11 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -127 23,209 -0.54 50.08 -6,360 1,162,307
2023-08-30 2023-08-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -123 23,336 -0.52 53.68 -6,603 1,252,676
2023-06-13 2023-06-09 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -127 23,459 -0.54 54.22 -6,886 1,271,947
2023-05-31 2023-05-26 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -123 23,586 -0.52 52.68 -6,480 1,242,510
2023-03-31 2023-03-30 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale -8,800 23,709 -27.07 56.84 -500,192 1,347,620
2023-03-14 2023-03-10 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -127 32,509 -0.39 56.65 -7,195 1,841,635
2023-03-02 2023-02-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -1,090 32,636 -3.23 62.51 -68,136 2,040,076
2023-03-02 2023-02-28 4 ENV ENVESTNET, INC.
Common Stock 		A - Award 1,639 33,726 5.11
2023-03-02 2023-02-28 4 ENV ENVESTNET, INC.
Common Stock 		A - Award 3,637 32,087 12.78
2022-12-13 2022-12-09 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -127 28,450 -0.44 61.20 -7,772 1,741,140
2022-11-30 2022-11-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -119 28,577 -0.41 57.25 -6,813 1,636,033
2022-11-16 2022-11-14 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -5,358 28,696 -15.73 56.00 -300,048 1,606,976
2022-09-13 2022-09-09 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -127 34,054 -0.37 53.25 -6,763 1,813,376
2022-08-30 2022-08-26 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -119 34,181 -0.35 53.81 -6,403 1,839,280
2022-06-14 2022-06-10 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -127 34,300 -0.37 59.69 -7,581 2,047,367
2022-06-01 2022-05-27 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -119 34,427 -0.34 67.09 -7,984 2,309,707
2022-03-16 2022-03-11 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -507 34,546 -1.45 72.86 -36,940 2,517,022
2022-03-02 2022-02-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -256 35,053 -0.73 74.82 -19,154 2,622,665
2022-03-02 2022-02-28 4 ENV ENVESTNET, INC.
Common Stock 		A - Award 5,012 35,309 16.54
2021-11-30 2021-11-29 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -256 30,297 -0.84 76.90 -19,686 2,329,839
2021-08-31 2021-08-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -256 30,553 -0.83 79.45 -20,339 2,427,436
2021-06-02 2021-05-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -256 30,809 -0.82 71.97 -18,424 2,217,324
2021-03-15 2021-03-11 4 ENV ENVESTNET, INC.
Common Stock 		A - Award 5,193 31,065 20.07
2021-03-02 2021-02-26 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -744 25,872 -2.80 64.02 -47,631 1,656,325
2020-12-01 2020-11-27 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -271 26,616 -1.01 79.85 -21,639 2,125,288
2020-10-28 2020-10-26 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise X -5,500 0 -100.00
2020-10-28 2020-10-26 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -5,500 26,887 -16.98 82.99 -456,445 2,231,352
2020-10-28 2020-10-26 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 5,500 32,387 20.46 41.84 230,120 1,355,072
2020-09-02 2020-08-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -271 26,887 -1.00 82.39 -22,328 2,215,220
2020-06-01 2020-05-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -271 27,158 -0.99 71.99 -19,509 1,955,104
2020-03-31 2020-03-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -123 27,429 -0.45 56.98 -7,009 1,562,904
2020-03-03 2020-02-28 4 ENV ENVESTNET, INC.
Common Stock 		A - Award 4,836 27,552 21.29
2020-03-03 2020-02-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -679 22,716 -2.90 75.48 -51,251 1,714,604
2020-01-15 2020-01-13 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -4,500 23,395 -16.13 73.11 -328,995 1,710,408
2019-12-31 2019-12-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -185 27,895 -0.66 71.56 -13,239 1,996,166
2019-12-02 2019-11-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -135 28,080 -0.48 71.08 -9,596 1,995,926
2019-10-01 2019-09-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -123 28,215 -0.43 56.97 -7,007 1,607,409
2019-08-30 2019-08-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -135 28,338 -0.47 55.86 -7,541 1,582,961
2019-08-08 2019-08-06 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -611 28,473 -2.10 68.11 -41,615 1,939,296
2019-07-03 2019-07-01 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -123 29,084 -0.42 68.37 -8,410 1,988,473
2019-05-30 2019-05-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -135 29,207 -0.46 68.86 -9,296 2,011,194
2019-05-06 2019-05-02 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -611 29,342 -2.04 71.17 -43,485 2,088,270
2019-04-01 2019-03-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -123 29,953 -0.41 64.65 -7,952 1,936,461
2019-03-20 2019-03-18 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale -11,147 30,076 -27.04 66.71 -743,616 2,006,370
2019-03-19 2019-02-01 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -716 41,223 -1.71 55.12 -39,466 2,272,212
2019-03-04 2019-02-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -599 41,939 -1.41 61.01 -36,545 2,558,698
2019-03-04 2019-02-28 4 ENV ENVESTNET, INC.
Common Stock 		A - Award 5,573 42,538 15.08
2019-01-02 2018-12-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -185 36,965 -0.50 48.94 -9,054 1,809,067
2018-12-03 2018-11-29 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -92 37,150 -0.25 54.66 -5,029 2,030,619
2018-11-06 2018-11-02 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -924 37,242 -2.42 52.12 -48,159 1,941,053
2018-10-02 2018-09-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -185 38,166 -0.48 60.95 -11,276 2,326,218
2018-08-31 2018-08-29 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -92 38,351 -0.24 62.85 -5,782 2,410,360
2018-08-06 2018-08-02 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -923 38,443 -2.34 59.85 -55,242 2,300,814
2018-08-03 2018-08-01 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise X -1,882 0 -100.00
2018-08-03 2018-08-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,882 39,366 -4.56 58.60 -110,285 2,306,848
2018-08-03 2018-08-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,882 41,248 4.78 15.34 28,870 632,744
2018-07-05 2018-07-02 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise X -4,000 1,882 -68.00
2018-07-05 2018-07-02 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -4,000 39,366 -9.22 54.81 -219,240 2,157,650
2018-07-05 2018-07-02 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 4,000 43,366 10.16 15.34 61,360 665,234
2018-07-02 2018-06-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -185 39,366 -0.47 56.20 -10,397 2,212,369
2018-06-05 2018-06-04 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise X -1,268 5,882 -17.73
2018-06-05 2018-06-04 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise X -1,232 0 -100.00
2018-06-05 2018-06-04 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,268 39,551 -3.11 55.00 -69,740 2,175,305
2018-06-05 2018-06-04 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,268 40,819 3.21 15.34 19,451 626,163
2018-06-05 2018-06-04 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,232 39,551 -3.02 55.00 -67,760 2,175,305
2018-06-05 2018-06-04 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,232 40,783 3.11 12.45 15,338 507,748
2018-06-05 2018-06-01 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise X -1,500 1,232 -54.90
2018-06-05 2018-06-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,500 39,551 -3.65 52.95 -79,425 2,094,225
2018-06-05 2018-06-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,500 41,051 3.79 12.45 18,675 511,085
2018-05-31 2018-05-29 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -61 39,551 -0.15 54.55 -3,328 2,157,507
2018-05-23 2018-05-21 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise X -667 2,732 -19.62
2018-05-23 2018-05-21 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise X -3,333 0 -100.00
2018-05-23 2018-05-21 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -667 39,612 -1.66 55.80 -37,219 2,210,350
2018-05-23 2018-05-21 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 667 40,279 1.68 12.45 8,304 501,474
2018-05-23 2018-05-21 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,333 39,612 -7.76 55.80 -185,981 2,210,350
2018-05-23 2018-05-21 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 3,333 42,945 8.41 12.55 41,829 538,960
2018-05-04 2018-05-02 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -611 39,612 -1.52 56.85 -34,735 2,251,942
2018-04-04 2018-04-02 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise X -366 0 -100.00
2018-04-04 2018-04-02 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -366 40,223 -0.90 57.10 -20,899 2,296,733
2018-04-04 2018-04-02 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 366 40,589 0.91 9.00 3,294 365,301
2018-03-30 2018-03-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -489 40,223 -1.20 57.35 -28,044 2,306,789
2018-03-05 2018-03-01 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise X -3,000 366 -89.13
2018-03-05 2018-03-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,000 40,712 -6.86 54.91 -164,730 2,235,496
2018-03-05 2018-03-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 3,000 43,712 7.37 9.00 27,000 393,408
2018-03-02 2018-02-28 4 ENV ENVESTNET, INC.
Common Stock 		A - Award 5,500 40,712 15.62
2018-03-02 2018-02-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -374 35,212 -1.05 55.10 -20,607 1,940,181
2018-02-06 2018-02-02 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -600 35,586 -1.66 52.75 -31,650 1,877,162
2018-02-05 2018-02-01 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise X -3,000 3,366 -47.13
2018-02-05 2018-02-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,000 36,186 -7.66 53.06 -159,180 1,920,029
2018-02-05 2018-02-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 3,000 39,186 8.29 9.00 27,000 352,674
2018-01-04 2018-01-02 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise X -3,000 6,366 -32.03
2018-01-04 2018-01-02 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,000 36,186 -7.66 50.00 -150,000 1,809,300
2018-01-04 2018-01-02 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 3,000 39,186 8.29 9.00 27,000 352,674
2017-12-08 2017-12-06 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise X -1,500 9,366 -13.80
2017-12-08 2017-12-06 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,500 36,186 -3.98 50.00 -75,000 1,809,300
2017-12-08 2017-12-06 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,500 37,686 4.15 9.00 13,500 339,174
2017-12-05 2017-12-01 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise X -1,500 10,866 -12.13
2017-12-05 2017-12-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,000 36,186 -2.69 48.47 -48,470 1,753,935
2017-12-05 2017-12-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -500 37,186 -1.33 47.45 -23,725 1,764,476
2017-12-05 2017-12-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,500 37,686 4.15 9.00 13,500 339,174
2017-12-01 2017-11-29 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -97 36,186 -0.27 48.40 -4,695 1,751,402
2017-11-09 2017-10-27 4/A ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise X -3,000 15,366 -16.33
2017-11-09 2017-10-27 4/A ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,000 13,292 -18.41 53.48 -160,440 710,856
2017-11-09 2017-10-27 4/A ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 3,000 16,292 22.57 9.00 27,000 146,628
2017-11-09 2017-11-02 4/A ENV ENVESTNET, INC.
Common Stock 		F - Taxes -977 36,283 -2.62 53.70 -52,465 1,948,397
2017-11-09 2017-11-02 4/A ENV ENVESTNET, INC.
Common Stock 		M - Exercise 2,083 37,260 5.92
2017-11-09 2017-11-01 4/A ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise X -3,000 12,366 -19.52
2017-11-09 2017-11-01 4/A ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,000 13,292 -18.41 53.28 -159,840 708,198
2017-11-09 2017-11-01 4/A ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 3,000 16,292 22.57 9.00 27,000 146,628
2017-11-03 2017-11-02 4 ENV ENVESTNET, INC.
Restricted Stock Units 		M - Exercise -2,083 14,585 -12.50
2017-11-03 2017-11-02 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -977 30,283 -3.13 53.70 -52,465 1,626,197
2017-11-03 2017-11-02 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 2,083 31,260 7.14
2017-11-03 2017-11-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,000 7,292 -29.15 53.28 -159,840 388,518
2017-10-31 2017-10-27 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,000 10,292 -22.57 53.48 -160,440 550,416
2017-09-29 2017-09-27 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -2,000 0 -100.00
2017-09-29 2017-09-27 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale -2,000 13,292 -13.08 49.96 -99,920 664,068
2017-09-29 2017-09-27 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 2,000 15,292 15.05 7.15 14,300 109,338
2017-08-31 2017-08-29 4 ENV ENVESTNET, INC.
Restricted Stock Units 		M - Exercise -205 1,233 -14.26
2017-08-31 2017-08-29 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -97 13,292 -0.72 42.65 -4,137 566,904
2017-08-31 2017-08-29 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 205 13,389 1.55
2017-08-04 2017-08-02 4 ENV ENVESTNET, INC.
Restricted Stock Units 		M - Exercise -2,083 16,668 -11.11
2017-08-04 2017-08-02 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -952 13,184 -6.73
2017-08-04 2017-08-02 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 2,083 14,136 17.28
2017-05-31 2017-05-29 4 ENV ENVESTNET, INC.
Restricted Stock Units 		M - Exercise -205 1,438 -12.48
2017-05-31 2017-05-29 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -94 12,053 -0.77
2017-05-31 2017-05-29 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 205 12,147 1.72
2017-05-03 2017-05-02 4 ENV ENVESTNET, INC.
Restricted Stock Units 		M - Exercise -2,083 18,751 -10.00
2017-05-03 2017-05-02 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -892 11,942 -6.95
2017-05-03 2017-05-02 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 2,083 12,834 19.37
2017-05-03 2017-05-01 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -2,000 0 -100.00
2017-05-03 2017-05-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -2,000 10,751 -15.69 34.85 -69,700 374,672
2017-05-03 2017-05-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 2,000 12,751 18.60 7.50 15,000 95,632
2017-04-27 2017-04-25 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -1,000 2,000 -33.33
2017-04-27 2017-04-25 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,000 10,751 -8.51 35.00 -35,000 376,285
2017-04-27 2017-04-25 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,000 11,751 9.30 7.50 7,500 88,132
2017-04-05 2017-04-03 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -2,000 3,000 -40.00
2017-04-05 2017-04-03 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -7,403 0 -100.00
2017-04-05 2017-04-03 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -2,000 10,751 -15.69 32.26 -64,520 346,827
2017-04-05 2017-04-03 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 2,000 12,751 18.60 7.50 15,000 95,632
2017-04-05 2017-04-03 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -7,403 10,751 -40.78 32.33 -239,339 347,580
2017-04-05 2017-04-03 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 7,403 18,154 68.86 7.50 55,522 136,155
2017-03-30 2017-03-28 4 ENV ENVESTNET, INC.
Restricted Stock Units 		A - Award 5,000 5,000 31.70 158,500 158,500
2017-03-30 2017-03-28 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		A - Award 1,667 1,667 31.70 52,844 52,844
2017-03-02 2017-03-01 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -4,500 7,403 -37.81
2017-03-02 2017-03-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,500 10,751 -12.24 39.00 -58,500 419,289
2017-03-02 2017-03-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,500 12,251 13.95 7.50 11,250 91,882
2017-03-02 2017-03-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,000 10,751 -21.82 38.95 -116,850 418,751
2017-03-02 2017-03-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 3,000 13,751 27.90 7.50 22,500 103,132
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Unit 		M - Exercise -821 1,643 -33.32
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Unit 		M - Exercise -1,067 1,067 -50.00
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Unit 		M - Exercise -1,200 0 -100.00
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -256 10,751 -2.33
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 821 11,007 8.06
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -332 10,186 -3.16
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 1,067 10,518 11.29
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -374 9,451 -3.81
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 1,200 9,825 13.91
2017-02-14 2017-02-02 5 ENV ENVESTNET, INC.
Restricted Stock Award 		M - Exercise -2,083 20,834 -9.09
2017-02-14 2017-02-02 5 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -633 8,625 -6.84
2017-02-14 2017-02-02 5 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 2,083 9,258 29.03
2017-02-14 2016-11-03 5 ENV ENVESTNET, INC.
Restricted Stock Award 		M - Exercise -2,083 22,917 -8.33
2017-02-14 2016-11-03 5 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -648 7,175 -8.28
2017-02-14 2016-11-03 5 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 2,083 7,823 36.29
2017-02-01 2017-02-01 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -4,500 11,903 -27.43
2017-02-01 2017-02-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -4,500 5,740 -43.95 37.95 -170,775 217,833
2017-02-01 2017-02-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 4,500 10,240 78.40 7.50 33,750 76,800
2017-01-05 2017-01-03 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -4,500 16,403 -21.53
2017-01-05 2017-01-03 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -4,500 5,740 -43.95 35.45 -159,525 203,483
2017-01-05 2017-01-03 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 4,500 10,240 78.40 7.50 33,750 76,800
2016-12-02 2016-12-01 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -4,500 20,903 -17.71
2016-12-02 2016-12-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -4,500 5,740 -43.95 35.86 -161,370 205,836
2016-12-02 2016-12-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 4,500 10,240 78.40 7.50 33,750 76,800
2016-11-02 2016-11-01 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -4,500 25,403 -15.05
2016-11-02 2016-11-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -4,500 5,740 -43.95 35.15 -158,175 201,761
2016-11-02 2016-11-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 4,500 10,240 78.40 7.50 33,750 76,800
2016-10-04 2016-10-03 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -4,500 29,903 -13.08
2016-10-04 2016-10-03 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -4,500 5,740 -43.95 36.25 -163,125 208,075
2016-10-04 2016-10-03 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 4,500 10,240 78.40 7.50 33,750 76,800
2016-09-06 2016-09-02 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,000 5,740 -14.84 40.01 -40,010 229,657
2016-09-06 2016-09-02 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,000 6,740 17.42 7.50 7,500 50,550
2016-09-06 2016-09-01 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -5,500 34,403 -13.78
2016-09-06 2016-09-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -4,500 5,740 -43.95 39.66 -178,470 227,648
2016-09-06 2016-09-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 4,500 10,240 78.40 7.50 33,750 76,800
2016-08-05 2016-08-04 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -1,000 39,903 -2.44
2016-08-05 2016-08-04 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,000 5,740 -14.84 40.00 -40,000 229,600
2016-08-05 2016-08-04 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,000 6,740 17.42 7.50 7,500 50,550
2016-08-04 2016-08-02 4 ENV ENVESTNET, INC.
Restricted Stock Award 		M - Exercise 25,000 25,000 38.05 951,250 951,250
2016-08-02 2016-08-01 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -4,500 40,903 -9.91
2016-08-02 2016-08-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -2,400 5,740 -29.48 37.99 -91,176 218,063
2016-08-02 2016-08-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 2,400 8,140 41.81 7.50 18,000 61,050
2016-08-02 2016-08-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -2,100 5,740 -26.79 38.01 -79,821 218,177
2016-08-02 2016-08-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 2,100 7,840 36.59 7.50 15,750 58,800
2016-07-11 2016-07-08 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -1,000 45,403 -2.16
2016-07-11 2016-07-08 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,000 5,740 -14.84 35.00 -35,000 200,900
2016-07-11 2016-07-08 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,000 6,740 17.42 7.50 7,500 50,550
2016-07-05 2016-07-01 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -3,500 46,403 -7.01
2016-07-05 2016-07-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,500 5,740 -37.88 33.64 -117,740 193,094
2016-07-05 2016-07-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 3,500 9,240 60.98 7.50 26,250 69,300
2016-06-02 2016-06-02 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,000 5,740 -14.84 35.00 -35,000 200,900
2016-06-02 2016-06-02 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,000 6,740 17.42 7.50 7,500 50,550
2016-06-02 2016-06-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,500 5,740 -37.88 33.73 -118,055 193,610
2016-06-02 2016-06-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 3,500 9,240 60.98 7.50 26,250 69,300
2016-06-02 2016-05-31 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -8,000 49,903 -13.82
2016-06-02 2016-05-31 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,500 5,740 -37.88 33.66 -117,810 193,208
2016-06-02 2016-05-31 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 3,500 9,240 60.98 7.50 26,250 69,300
2016-03-11 2016-02-28 4/A ENV ENVESTNET, INC.
Common Stock 		F - Taxes -984 5,740 -14.63
2016-03-02 2016-02-29 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		A - Award 2,464 2,464 20.51 50,537 50,537
2016-03-02 2016-02-29 4 ENV ENVESTNET, INC.
Restricted Stock Unit 		A - Award 2,464 2,464 20.51 50,537 50,537
2016-03-01 2016-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award 		M - Exercise -1,066 2,134 -33.31
2016-03-01 2016-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award 		M - Exercise -1,200 1,200 -50.00
2016-03-01 2016-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award 		M - Exercise -933 0 -100.00
2016-03-01 2016-02-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -983 5,741 -14.62
2016-03-01 2016-02-28 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 3,199 6,724 90.75
2015-12-11 2015-12-09 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -5,000 57,903 -7.95
2015-12-11 2015-12-09 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale -5,000 3,525 -58.65 30.59 -152,950 107,830
2015-12-11 2015-12-09 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 5,000 8,525 141.84 7.50 37,500 63,938
2015-08-05 2015-08-03 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -1,000 62,903 -1.56
2015-08-05 2015-08-03 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,000 3,525 -22.10 45.00 -45,000 158,625
2015-08-05 2015-08-03 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,000 4,525 28.37 7.50 7,500 33,938
2015-07-10 2015-07-09 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -2,000 63,903 -3.03
2015-07-10 2015-07-09 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -2,000 3,525 -36.20 45.00 -90,000 158,625
2015-07-10 2015-07-09 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 2,000 5,525 56.74 7.50 15,000 41,438
2015-05-05 2015-05-01 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -1,500 65,903 -2.23
2015-05-05 2015-05-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,500 3,525 -29.85 51.68 -77,520 182,172
2015-05-05 2015-05-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,500 5,025 42.55 7.50 11,250 37,688
2015-04-02 2015-04-01 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -2,000 67,403 -2.88
2015-04-02 2015-04-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale -500 3,525 -12.42 55.00 -27,500 193,875
2015-04-02 2015-04-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 500 4,025 14.18 7.50 3,750 30,188
2015-04-02 2015-04-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,500 3,525 -29.85 54.58 -81,870 192,394
2015-04-02 2015-04-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,500 5,025 42.55 7.50 11,250 37,688
2015-03-18 2015-03-16 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -500 69,403 -0.72
2015-03-18 2015-03-16 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -500 3,525 -12.42 55.00 -27,500 193,875
2015-03-18 2015-03-16 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 500 4,025 14.18 7.50 3,750 30,188
2015-03-12 2015-03-10 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -1,500 69,903 -2.10
2015-03-12 2015-03-10 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,500 3,525 -29.85 52.92 -79,380 186,543
2015-03-12 2015-03-10 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,500 5,025 42.55 7.50 11,250 37,688
2015-03-03 2015-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award 		A - Award 3,200 3,200 53.88 172,416 172,416
2015-03-03 2015-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award 		M - Exercise -1,200 2,400 -33.33
2015-03-03 2015-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award 		M - Exercise -934 933 -50.03
2015-03-03 2015-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award 		M - Exercise -709 0 -100.00
2015-03-03 2015-02-28 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		A - Award 4,800 4,800 53.88 258,624 258,624
2015-03-03 2015-02-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -884 3,525 -20.05
2015-03-03 2015-02-28 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 2,843 4,409 181.55
2014-08-13 2014-08-11 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -5,000 18,366 -21.40
2014-08-13 2014-08-11 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -5,000 0 -100.00 46.00 -230,000
2014-08-13 2014-08-11 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 5,000 5,000 9.00 45,000 45,000
2014-07-02 2014-07-02 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -5,000 23,366 -17.63
2014-07-02 2014-07-01 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -5,000 0 -100.00 48.95 -244,750
2014-07-02 2014-07-01 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 5,000 5,000 9.00 45,000 45,000
2014-06-06 2014-06-05 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -3,366 3,333 -50.25
2014-06-06 2014-06-05 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -1,634 28,366 -5.45
2014-06-06 2014-06-05 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,366 0 -100.00 42.00 -141,372
2014-06-06 2014-06-05 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 3,366 3,366 12.55 42,243 42,243
2014-06-06 2014-06-05 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,634 0 -100.00 42.00 -68,628
2014-06-06 2014-06-05 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,634 1,634 9.00 14,706 14,706
2014-06-06 2014-06-04 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -1,699 3,399 -33.33
2014-06-06 2014-06-04 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -3,301 6,699 -33.01
2014-06-06 2014-06-04 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -1,699 0 -100.00 40.07 -68,079
2014-06-06 2014-06-04 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 1,699 1,699 12.45 21,153 21,153
2014-06-06 2014-06-04 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,301 0 -100.00 40.07 -132,271
2014-06-06 2014-06-04 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise X 3,301 3,301 12.55 41,428 41,428
2014-03-04 2014-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award 		A - Award 3,600 6,176 139.75 41.84 150,624 258,404
2014-03-04 2014-02-28 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		A - Award 5,500 136,151 4.21 41.84 230,120 5,696,558
2014-03-04 2014-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award 		M - Exercise 2,576
2014-03-04 2014-02-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -517 1,566 -24.82
2014-03-04 2014-02-28 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 1,641 2,083 371.27
2013-10-15 2013-10-11 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -1,403 0 -100.00
2013-10-15 2013-10-11 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -8,597 71,403 -10.75
2013-10-15 2013-10-11 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -5,000 0 -100.00
2013-10-15 2013-10-11 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		M - Exercise -5,000 0 -100.00
2013-10-15 2013-10-11 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale -1,403 0 -100.00 29.25 -41,038
2013-10-15 2013-10-11 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 1,403 1,403 0.11 154 154
2013-10-15 2013-10-11 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale -8,597 0 -100.00 29.25 -251,462
2013-10-15 2013-10-11 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 8,597 8,597 7.50 64,478 64,478
2013-10-15 2013-10-11 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale -5,000 0 -100.00 29.25 -146,250
2013-10-15 2013-10-11 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale -5,000 0 -100.00 29.25 -146,250
2013-10-15 2013-10-11 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 5,000 5,000 5.00 25,000 25,000
2013-10-15 2013-10-11 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 5,000 5,000 7.50 37,500 37,500
2013-03-04 2013-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award 		A - Award 2,800 4,217 197.60 15.34 42,952 64,689
2013-03-04 2013-02-28 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		A - Award 7,150 150,651 4.98 15.34 109,681 2,310,986
2013-03-04 2013-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award 		M - Exercise -709 1,417 -33.35
2013-03-04 2013-02-28 4 ENV ENVESTNET, INC.
Common Stock 		F - Taxes -267 442 -37.66
2013-03-04 2013-02-28 4 ENV ENVESTNET, INC.
Common Stock 		M - Exercise 709 709
2013-01-25 2013-01-25 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -443 0 -100.00 13.82 -6,122
2012-12-06 2012-12-05 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -811 443 -64.67 13.69 -11,103 6,065
2012-12-06 2012-12-04 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -2,189 1,254 -63.58 13.81 -30,230 17,318
2012-11-08 2012-11-06 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,000 3,443 -46.56 13.58 -40,740 46,756
2012-10-12 2012-10-11 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,000 6,443 -31.77 12.50 -37,500 80,538
2012-10-05 2012-10-05 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -6,000 9,443 -38.85 12.50 -75,000 118,038
2012-08-08 2012-08-06 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -2,266 15,443 -12.80 12.50 -28,325 193,038
2012-07-19 2012-07-17 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -734 17,709 -3.98 12.51 -9,182 221,540
2012-07-16 2012-07-13 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -6,000 18,443 -24.55 12.50 -75,000 230,538
2012-04-26 2012-04-24 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,000 24,443 -10.93 12.55 -37,650 306,760
2012-03-28 2012-03-27 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,000 27,443 -9.85 12.71 -38,130 348,801
2012-03-02 2012-02-29 4 ENV ENVESTNET, INC.
Restricted Stock Award 		A - Award 2,126 2,126 12.45 26,469 26,469
2012-03-02 2012-02-29 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy) 		A - Award 5,098 143,501 3.68 12.45 63,470 1,786,587
2012-03-01 2012-02-28 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,000 30,443 -8.97 12.57 -37,710 382,669
2012-02-03 2012-02-02 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,000 33,443 -8.23 12.50 -37,500 418,038
2012-01-20 2012-01-18 4 ENV ENVESTNET, INC.
Common Stock 		S - Sale X -3,000 36,443 -7.61 12.52 -37,560 456,266
2010-07-28 3 ENV ENVESTNET, INC.
Common Stock 		28,766
P
Compra de mercado aberto ou privada de ativo não-derivativo ou derivativo
S
Venda de mercado aberto ou privada de ativo não-derivativo ou derivativo
A
Concessão, premiação, ou outra aquisição de ativos da empresa (como uma opção)
C
Conversão de derivativo
D
Venda ou transferência de ativos de volta para a empresa
F
Pagamento do preço de exercício ou responsabilidade fiscal utilizando parte dos ativos recebidos da empresa
G
Doação de ativos pelo ou para o insider
K
Swaps de capital e transações de hedge similares
M
Exercício ou conversão de ativo derivativo recebido da empresa (como uma opção)
V
Uma transação voluntariamente reportada no Formulário 4
J
Outro (acompanhado de uma nota explicativa descrevendo a transação)