0001628280-24-007955.txt : 20240229 0001628280-24-007955.hdr.sgml : 20240229 20240229160239 ACCESSION NUMBER: 0001628280-24-007955 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240227 FILED AS OF DATE: 20240229 DATE AS OF CHANGE: 20240229 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Crager William CENTRAL INDEX KEY: 0001497443 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-34835 FILM NUMBER: 24703454 MAIL ADDRESS: STREET 1: 489 FIFTH AVENUE STREET 2: 26TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: ENVESTNET, INC. CENTRAL INDEX KEY: 0001337619 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-BUSINESS SERVICES, NEC [7389] ORGANIZATION NAME: 07 Trade & Services IRS NUMBER: 201409613 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 1000 CHESTERBROOK BOULEVARD STREET 2: SUITE 250 CITY: BERWYN STATE: PA ZIP: 19312 BUSINESS PHONE: 312-827-2800 MAIL ADDRESS: STREET 1: 1000 CHESTERBROOK BOULEVARD STREET 2: SUITE 250 CITY: BERWYN STATE: PA ZIP: 19312 FORMER COMPANY: FORMER CONFORMED NAME: ENVESTNET ASSET MANAGEMENT GROUP INC DATE OF NAME CHANGE: 20050831 4 1 wk-form4_1709240536.xml FORM 4 X0508 4 2024-02-27 0 0001337619 ENVESTNET, INC. ENV 0001497443 Crager William 1000 CHESTERBROOK BOULEVARD SUITE 250 BERWYN PA 19312 1 1 0 0 Chief Executive Officer 0 Common Stock 2024-02-27 4 M 0 14100 41.84 A 334432 D Common Stock 2024-02-27 4 F 0 12336 50.91 D 322096 D Common Stock 100 I By wife Employee Stock Option (Right to Buy) 41.84 2024-02-27 4 M 0 14100 0 D 2015-02-28 2024-02-28 Common Stock 14100 0 D Original option grant vests in three installments beginning on the first anniversary of the date of grant as listed in the "Date Exercisable" column. Total does not include options from other tranches with different exercise prices, vesting dates, and expiration dates. /s/ Shelly O'Brien, by Power-of-Attorney for William Crager 2024-02-28