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4//SEC Filing

YODLEE INC 4

Accession 0000899243-15-008772

CIK 0001161315operating

Filed

Nov 22, 7:00 PM ET

Accepted

Nov 23, 8:27 PM ET

Size

16.1 KB

Accession

0000899243-15-008772

Insider Transaction Report

Form 4
Period: 2015-11-19
JUNG MARK
Director
Transactions
  • Disposition from Tender

    Common Stock

    2015-11-19$11.51/sh1,968$22,6520 total
  • Disposition to Issuer

    Right to Buy (Common Stock

    2015-11-1921,5980 total
    Exercise: $12.00From: 2015-11-15Exp: 2024-09-16Common Stock (21,598 underlying)
  • Disposition to Issuer

    Restricted Stock Unit

    2015-11-193,9350 total
    Exercise: $0.00From: 2015-11-15Exp: 2017-04-01Common Stock (3,935 underlying)
  • Disposition to Issuer

    Right to Buy (Common Stock

    2015-11-1911,4340 total
    Exercise: $14.19From: 2015-11-19Exp: 2025-06-01Common Stock (11,434 underlying)
  • Disposition to Issuer

    Restricted Stock Unit

    2015-11-193,1770 total
    Exercise: $0.00From: 2015-11-19Exp: 2016-05-21Common Stock (3,177 underlying)
Footnotes (6)
  • [F1]Pursuant to the terms of the Agreement and Plan of Merger dated August 10, 2015 by and among Envestnet, Inc. ("Envestnet"), Yale Merger Corp ("Merger Sub") and the Issuer (the "Merger Agreement"), Merger Sub merged with and into the Issuer (the "Merger"), and the Reporting Person received $22,651.68 and 371 shares of Envestnet Common Stock.
  • [F2]As a result of the Merger, the option became fully vested and exercisable. Pursuant to the terms of the Merger Agreement and in connection with the Merger, this option was not assumed by Envestnet and was exercised in a cashless net exercise whereby 15,065 shares of Issuer common stock were withheld to satisfy the applicable exercise price, and 6,563 shares of Issuer common stock issued upon such exercise were cancelled in exchange for (i) a cash payment of $75,194.83 and (ii) 1,234 shares of Envestnet common stock.
  • [F3]As a result of the Merger, the option became fully vested and exercisable. Pursuant to the terms of the Merger Agreement and in connection with the Merger, this option was not assumed by Envestnet and was exercised in a cashless net exercise whereby 9,277 shares of Issuer common stock were withheld to satisfy the applicable exercise price and tax withholding obligations, and 2,157 shares of Issuer common stock issued upon such exercise were cancelled in exchange for (i) a cash payment of $24,827.07 and (ii) 407 shares of Envestnet common stock.
  • [F4]Represents par value of YDLE common stock.
  • [F5]Pursuant to the terms of the Merger Agreement and in connection with the Merger, this restricted stock unit was not assumed by Envestnet and 3,935 shares of Issuer common stock issued upon such exercise were cancelled in exchange for (i) a cash payment of $45,291.85 and (ii) 743 shares of Envestnet common stock.
  • [F6]Pursuant to the terms of the Merger Agreement and in connection with the Merger, this restricted stock unit was not assumed by Envestnet and 3,177 shares of Issuer common stock issued upon such exercise were cancelled in exchange for (i) a cash payment of $36,567.27 and (ii) 600 shares of Envestnet common stock.

Issuer

YODLEE INC

CIK 0001161315

Entity typeoperating
IncorporatedDE

Related Parties

1
  • filerCIK 0001161315

Filing Metadata

Form type
4
Filed
Nov 22, 7:00 PM ET
Accepted
Nov 23, 8:27 PM ET
Size
16.1 KB