Brandon Thomas's most recent trade in Envestnet Inc. was a trade of 10,000 Common Stock done at an average price of $12.6 . Disclosure was reported to the exchange on Oct. 21, 2020.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 12.55 per share. | 21 Oct 2020 | 10,000 | 278,701 (0%) | 0% | 12.6 | 125,500 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Oct 2020 | 10,000 | 0 | - | - | Employee Stock Option (Right to Buy) | |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 15.34 per share. | 21 Oct 2020 | 8,000 | 276,701 (0%) | 0% | 15.3 | 122,720 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Oct 2020 | 8,000 | 0 | - | - | Employee Stock Option (Right to Buy) | |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 12.45 per share. | 21 Oct 2020 | 7,647 | 276,348 (0%) | 0% | 12.4 | 95,205 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Oct 2020 | 7,647 | 0 | - | - | Employee Stock Option (Right to Buy) | |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 81.37 per share. | 21 Oct 2020 | 7,200 | 271,501 (0%) | 0% | 81.4 | 585,864 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 41.84 per share. | 21 Oct 2020 | 6,200 | 274,901 (0%) | 0% | 41.8 | 259,408 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Oct 2020 | 6,200 | 0 | - | - | Employee Stock Option (Right to Buy) | |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 81.37 per share. | 21 Oct 2020 | 5,391 | 271,310 (0%) | 0% | 81.4 | 438,666 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 81.35 per share. | 21 Oct 2020 | 5,246 | 271,102 (0%) | 0% | 81.3 | 426,762 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Oct 2020 | 4,800 | 0 | - | - | Employee Stock Option (Right to Buy) | |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 53.88 per share. | 21 Oct 2020 | 4,800 | 273,501 (0%) | 0% | 53.9 | 258,624 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 81.37 per share. | 21 Oct 2020 | 4,400 | 270,501 (0%) | 0% | 81.4 | 358,028 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 81.38 per share. | 21 Oct 2020 | 3,274 | 270,227 (0%) | 0% | 81.4 | 266,438 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Oct 2020 | 2,464 | 0 | - | - | Employee Stock Option (Right to Buy) | |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 20.51 per share. | 21 Oct 2020 | 2,464 | 271,165 (0%) | 0% | 20.5 | 50,537 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 81.42 per share. | 21 Oct 2020 | 1,864 | 269,301 (0%) | 0% | 81.4 | 151,767 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 82.04 per share. | 21 Oct 2020 | 1,701 | 269,401 (0%) | 0% | 82.0 | 139,550 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 82.11 per share. | 21 Oct 2020 | 1,700 | 269,801 (0%) | 0% | 82.1 | 139,587 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Oct 2020 | 1,690 | 0 | - | - | Employee Stock Option (Right to Buy) | |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 31.70 per share. | 21 Oct 2020 | 1,690 | 270,391 (0%) | 0% | 31.7 | 53,573 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 81.99 per share. | 21 Oct 2020 | 1,609 | 269,701 (0%) | 0% | 82.0 | 131,922 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 81.47 per share. | 21 Oct 2020 | 1,490 | 268,901 (0%) | 0% | 81.5 | 121,390 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 82.12 per share. | 21 Oct 2020 | 1,226 | 269,001 (0%) | 0% | 82.1 | 100,679 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 82.20 per share. | 21 Oct 2020 | 1,200 | 269,301 (0%) | 0% | 82.2 | 98,640 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 82.92 per share. | 21 Oct 2020 | 1,100 | 268,701 (0%) | 0% | 82.9 | 91,212 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 82.92 per share. | 21 Oct 2020 | 1,000 | 268,701 (0%) | 0% | 82.9 | 82,920 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 82.90 per share. | 21 Oct 2020 | 700 | 268,701 (0%) | 0% | 82.9 | 58,030 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 82.41 per share. | 21 Oct 2020 | 600 | 268,701 (0%) | 0% | 82.4 | 49,446 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 82.92 per share. | 21 Oct 2020 | 600 | 268,701 (0%) | 0% | 82.9 | 49,752 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 82.93 per share. | 21 Oct 2020 | 300 | 268,701 (0%) | 0% | 82.9 | 24,879 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Sale of securities on an exchange or to another person at price $ 82.73 per share. | 21 Oct 2020 | 200 | 268,701 (0%) | 0% | 82.7 | 16,546 | Common Stock |
| Envestnet Inc. | Brandon Thomas | Chief Investment Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 82.39 per share. | 28 Aug 2020 | 464 | 268,701 (0%) | 0% | 82.4 | 38,229 | Common Stock |