O'Brien Shelly 4
4 · ENVESTNET, INC. · Filed Mar 1, 2024
Insider Transaction Report
Form 4
O'Brien Shelly
General Counsel
Transactions
- Tax Payment
Common Stock
2024-02-28$50.98/sh−565$28,804→ 22,394 total - Award
Common Stock
2024-02-29+14,712→ 37,106 total - Award
Common Stock
2024-02-29+1,439→ 38,545 total - Award
Common Stock
2024-02-29+9,808→ 48,353 total
Footnotes (4)
- [F1]The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units.
- [F2]Represents restricted stock units that 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. These restricted stock units convert into common stock on a one-for-one basis.
- [F3]Represents performance stock units earned upon the achievement of specific performance measures. These performance stock units convert into common stock on a one-for-one basis.
- [F4]Represents retention restricted stock units that 25% vests on the six-month anniversary of the date of grant, 30% vests on the one-year anniversary of the date of grant and the final 45% vests on the eighteen-month anniversary of the date of grant. These restricted stock units convert into common stock on a one-for-one basis.