Home/Filings/4/0001104659-17-013629
4//SEC Filing

ENVESTNET, INC. 4

Accession 0001104659-17-013629

CIK 0001337619operating

Filed

Mar 1, 7:00 PM ET

Accepted

Mar 2, 8:03 PM ET

Size

15.6 KB

Accession

0001104659-17-013629

Insider Transaction Report

Form 4
Period: 2017-02-28
Transactions
  • Exercise/Conversion

    Common Stock

    2017-02-28+2422,016 total
  • Exercise/Conversion

    Restricted Stock Unit

    2017-02-28242486 total
    Exp: 2019-02-28Common Stock (242 underlying)
Holdings
  • Director Stock Option (Right to Buy)

    Exercise: $12.45From: 2013-02-28Exp: 2022-02-28Common Stock (6,495 underlying)
    6.495
  • Director Stock Option (Right to Buy)

    Exercise: $15.34From: 2014-02-28Exp: 2023-02-28Common Stock (9,069 underlying)
    9,069
  • Director Stock Option (Right to Buy)

    Exercise: $55.29From: 2016-02-28Exp: 2025-02-28Common Stock (3,219 underlying)
    3,219
  • Director Stock Option (Right to Buy)

    Exercise: $12.55From: 2012-02-28Exp: 2021-02-28Common Stock (3,132 underlying)
    3,132
  • Director Stock Option (Right to Buy)

    Exercise: $41.84From: 2015-02-28Exp: 2024-02-28Common Stock (3,983 underlying)
    3,983
  • Director Stock Option (Right to Buy)

    Exercise: $20.51From: 2016-02-28Exp: 2026-02-28Common Stock (6,310 underlying)
    6.31
Footnotes (5)
  • [F1]Original option grant vests monthly over a 4 year period, except that the shares that would otherwise vest over the first 12 months shall not vest until the first anniversary of the grant.as listed in the "Date Exercisable" column.
  • [F2]Represents the conversion upon vesting of restricted stock awards into common stock. The reporting person was granted 728 restricted stock units on February 29, 2016 of which one-third of the total amount vests on the first anniversary of the date of the grant of restricted stock; and then one-twelfth of the total amount vests on each three-month anniversary. Such restricted stock units were previously reported in Table II on a Form 4 filed with the Securities and Exchange Commission on March 2, 2016.
  • [F3]Each restricted stock unit is the economic equivalent of one share of Envestnet, Inc. Common Stock.
  • [F4]This restricted stock unit vests over a 3 year period, one third of the total amount vests on the first anniversary of the date of the grant of restricted stock; and then one-twelfth of the total amount vests on each three-month anniversary.
  • [F5]Each restricted stock unit represents the contingent right to receive one share of common stock upon the vesting of the unit.

Documents

1 file

Issuer

ENVESTNET, INC.

CIK 0001337619

Entity typeoperating
IncorporatedDE

Related Parties

1
  • filerCIK 0001337619

Filing Metadata

Form type
4
Filed
Mar 1, 7:00 PM ET
Accepted
Mar 2, 8:03 PM ET
Size
15.6 KB