0001628280-24-008296.txt : 20240301
0001628280-24-008296.hdr.sgml : 20240301
20240301181941
ACCESSION NUMBER: 0001628280-24-008296
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240229
FILED AS OF DATE: 20240301
DATE AS OF CHANGE: 20240301
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Warren Joshua
CENTRAL INDEX KEY: 0002000217
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-34835
FILM NUMBER: 24712133
MAIL ADDRESS:
STREET 1: 1000 CHESTERBROOK BOULEVARD
STREET 2: SUITE 250
CITY: BERWYN
STATE: PA
ZIP: 19312
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_1709335173.xml
FORM 4
X0508
4
2024-02-29
0
0001337619
ENVESTNET, INC.
ENV
0002000217
Warren Joshua
1000 CHESTERBROOK BOULEVARD
SUITE 250
BERWYN
PA
19312
0
1
0
0
Chief Financial Officer
0
Common Stock
2024-02-29
4
A
0
13731
0
A
13731
D
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.
/s/ Shelly O'Brien, by Power-of- Attorney for Joshua B. Warren
2024-03-01