Home/Filings/4/0001104659-17-071444
4//SEC Filing

Smith Gregory A 4

Accession 0001104659-17-071444

CIK 0001337619other

Filed

Nov 30, 7:00 PM ET

Accepted

Dec 1, 4:10 PM ET

Size

8.4 KB

Accession

0001104659-17-071444

Insider Transaction Report

Form 4
Period: 2017-11-29
Transactions
  • Exercise/Conversion

    Common Stock

    2017-11-29+5510,124 total
  • Exercise/Conversion

    Restricted Stock Units

    2017-11-2955277 total
    Exp: 2019-02-28Common Stock (55 underlying)
Footnotes (5)
  • [F1]Represents the issuance of Envestnet, Inc. common stock upon the vesting of restricted stock units effective November 29, 2017 (the "November Vested Restricted Stock Units"). Restricted stock units convert into common stock on a one-for-one basis. The reporting person was granted 663 restricted stock units on February 29, 2016 of which one-twelfth of the total amount vested on November 29, 2017. 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.
  • [F2]Starting with the November 29, 2017 vesting of restricted stock units, the issuer's method of reporting restricted stock units has been revised to report such grants in Table I rather than as previously reported in Table II. Accordingly, amount includes unvested restricted stock units previously reported in Table II.
  • [F3]Each restricted stock award is the economic equivalent of one share of Envestnet, Inc. Common Stock.
  • [F4]These restricted stock units vest 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 units and then one-twelfth of the total amount vests on each three-month anniversary of the date of grant thereafter.
  • [F5]Because the issuer has revised its method of reporting restricted stock units so that they appear in Table I rather then Table II, the 277 unvested restricted stock units of this tranche are included in the total number of shares of Common Stock reported in Table I.

Documents

1 file

Issuer

ENVESTNET, INC.

CIK 0001337619

Entity typeother

Related Parties

1
  • filerCIK 0001366763

Filing Metadata

Form type
4
Filed
Nov 30, 7:00 PM ET
Accepted
Dec 1, 4:10 PM ET
Size
8.4 KB