Insider · CIK 0001497434

O'Brien Shelly

Reports to the SEC for 1 company · CHICAGO, IL

sec.gov

Transactions

Companies

Filings

CIK

0001497434

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2024-11-25	ENVESTNET, INC.D Disposition to Issuer	CHIEF LEGAL OFFICER	DDisposition to Issuer	−84.7K sh	$63.15	−$5.35M	0
2024-11-25	ENVESTNET, INC.Stock Option (right to buy)D Disposition to Issuer	CHIEF LEGAL OFFICER	DDisposition to Issuer	−8,931 sh	—	—	0
2024-08-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−931 sh	$62.81	−$58.5K	46,661
2024-05-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−212 sh	$68.45	−$14.5K	47,592
2024-03-11	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−422 sh	$55.49	−$23.4K	47,931
2024-03-11	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−127 sh	$55.49	−$7,047.23	47,804
2024-02-29	ENVESTNET, INC.A Award	CHIEF LEGAL OFFICER	AAward	+14.7K sh	—	—	37,106
2024-02-29	ENVESTNET, INC.A Award	CHIEF LEGAL OFFICER	AAward	+1,439 sh	—	—	38,545
2024-02-29	ENVESTNET, INC.A Award	CHIEF LEGAL OFFICER	AAward	+9,808 sh	—	—	48,353
2024-02-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−565 sh	$50.98	−$28.8K	22,394
2023-12-11	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−127 sh	$42.38	−$5,382.26	22,959
2023-11-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−123 sh	$37.18	−$4,573.14	23,086
2023-09-11	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−127 sh	$50.08	−$6,360.16	23,209
2023-08-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−123 sh	$53.68	−$6,602.64	23,336
2023-06-09	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−127 sh	$54.22	−$6,885.94	23,459
2023-05-26	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−123 sh	$52.68	−$6,479.64	23,586
2023-03-30	ENVESTNET, INC.S Sale	CHIEF LEGAL OFFICER	SSale	−8,800 sh	$56.84	−$500K	23,709
2023-03-10	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−127 sh	$56.65	−$7,194.55	32,509
2023-02-28	ENVESTNET, INC.A Award	CHIEF LEGAL OFFICER	AAward	+3,637 sh	—	—	32,087
2023-02-28	ENVESTNET, INC.A Award	CHIEF LEGAL OFFICER	AAward	+1,639 sh	—	—	33,726
2023-02-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−1,090 sh	$62.51	−$68.1K	32,636
2022-12-09	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−127 sh	$61.20	−$7,772.4	28,450
2022-11-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−119 sh	$57.25	−$6,812.75	28,577
2022-11-14	ENVESTNET, INC.S Sale	CHIEF LEGAL OFFICER	SSale	−5,358 sh	$56.00	−$300K	28,696
2022-09-09	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−127 sh	$53.25	−$6,762.75	34,054
2022-08-26	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−119 sh	$53.81	−$6,403.39	34,181
2022-06-10	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−127 sh	$59.69	−$7,580.63	34,300
2022-05-27	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−119 sh	$67.09	−$7,983.71	34,427
2022-03-11	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−507 sh	$72.86	−$36.9K	34,546
2022-02-28	ENVESTNET, INC.A Award	CHIEF LEGAL OFFICER	AAward	+5,012 sh	—	—	35,309
2022-02-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−256 sh	$74.82	−$19.2K	35,053
2021-11-29	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−256 sh	$76.90	−$19.7K	30,297
2021-08-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−256 sh	$79.45	−$20.3K	30,553
2021-05-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−256 sh	$71.97	−$18.4K	30,809
2021-03-11	ENVESTNET, INC.A Award	CHIEF LEGAL OFFICER	AAward	+5,193 sh	—	—	31,065
2021-02-26	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−744 sh	$64.02	−$47.6K	25,872
2020-11-27	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−271 sh	$79.85	−$21.6K	26,616
2020-10-26	ENVESTNET, INC.M Exercise/Conversion	CHIEF LEGAL OFFICER	MExercise/Conversion	+5,500 sh	$41.84	+$230K	32,387
2020-10-26	ENVESTNET, INC.S Sale	CHIEF LEGAL OFFICER	SSale	−5,500 sh	$82.99	−$456K	26,887
2020-10-26	ENVESTNET, INC.Employee Stock Option (Right to Buy)M Exercise/Conversion	CHIEF LEGAL OFFICER	MExercise/Conversion	−5,500 sh	—	—	0
2020-08-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−271 sh	$82.39	−$22.3K	26,887
2020-05-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−271 sh	$71.99	−$19.5K	27,158
2020-03-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−123 sh	$56.98	−$7,008.54	27,429
2020-02-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−679 sh	$75.48	−$51.3K	22,716
2020-02-28	ENVESTNET, INC.A Award	CHIEF LEGAL OFFICER	AAward	+4,836 sh	—	—	27,552
2020-01-13	ENVESTNET, INC.S Sale	CHIEF LEGAL OFFICER	SSale	−4,500 sh	$73.11	−$329K	23,395
2019-12-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−185 sh	$71.56	−$13.2K	27,895
2019-11-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−135 sh	$71.08	−$9,595.8	28,080
2019-09-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−123 sh	$56.97	−$7,007.31	28,215
2019-08-28	ENVESTNET, INC.F Tax Payment	CHIEF LEGAL OFFICER	FTax Payment	−135 sh	$55.86	−$7,541.1	28,338

Recent filings

Accepted (ET)
Nov 254
O'Brien Shelly0001213900-24-102147
SEC(opens sec.gov)
Aug 304
O'Brien Shelly0001628280-24-038977
SEC(opens sec.gov)
May 304
O'Brien Shelly0001628280-24-025772
SEC(opens sec.gov)
Mar 134
O'Brien Shelly0001628280-24-010915
SEC(opens sec.gov)
Mar 14
O'Brien Shelly0001628280-24-008293
SEC(opens sec.gov)
Dec 134
O'Brien Shelly0001628280-23-041433
SEC(opens sec.gov)
Nov 304
O'Brien Shelly0001628280-23-040327
SEC(opens sec.gov)
Sep 134
O'Brien Shelly0001628280-23-032196
SEC(opens sec.gov)
Aug 304
O'Brien Shelly0001628280-23-030982
SEC(opens sec.gov)
Jun 134
O'Brien Shelly0001628280-23-021967
SEC(opens sec.gov)
May 314
O'Brien Shelly0001628280-23-020309
SEC(opens sec.gov)
Mar 314
O'Brien Shelly0001628280-23-010155
SEC(opens sec.gov)
Mar 144
O'Brien Shelly0001628280-23-007892
SEC(opens sec.gov)
Mar 24
O'Brien Shelly0001628280-23-006143
SEC(opens sec.gov)

Companies

ENVESTNET, INC.CHIEF LEGAL OFFICER

Address

35 EAST WACKER DRIVE, SUITE 2400

CHICAGO, IL, 60601