Shelly O'Brien's most recent trade in Envestnet Inc. was a trade of 931 Common Stock done at an average price of $62.8 . Disclosure was reported to the exchange on Aug. 28, 2024.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 62.81 per share. | 28 Aug 2024 | 931 | 46,661 (0%) | 0% | 62.8 | 58,476 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 68.45 per share. | 28 May 2024 | 212 | 47,592 (0%) | 0% | 68.4 | 14,511 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 55.49 per share. | 11 Mar 2024 | 422 | 47,931 (0%) | 0% | 55.5 | 23,417 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 55.49 per share. | 11 Mar 2024 | 127 | 47,804 (0%) | 0% | 55.5 | 7,047 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Feb 2024 | 14,712 | 37,106 (0%) | 0% | 0 | Common Stock | |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Feb 2024 | 9,808 | 48,353 (0%) | 0% | 0 | Common Stock | |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Feb 2024 | 1,439 | 38,545 (0%) | 0% | 0 | Common Stock | |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 50.98 per share. | 28 Feb 2024 | 565 | 22,394 (0%) | 0% | 51.0 | 28,804 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 42.38 per share. | 11 Dec 2023 | 127 | 22,959 (0%) | 0% | 42.4 | 5,382 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 37.18 per share. | 28 Nov 2023 | 123 | 23,086 (0%) | 0% | 37.2 | 4,573 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 50.08 per share. | 11 Sep 2023 | 127 | 23,209 (0%) | 0% | 50.1 | 6,360 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 53.68 per share. | 28 Aug 2023 | 123 | 23,336 (0%) | 0% | 53.7 | 6,603 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 54.22 per share. | 09 Jun 2023 | 127 | 23,459 (0%) | 0% | 54.2 | 6,886 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 52.68 per share. | 26 May 2023 | 123 | 23,586 (0%) | 0% | 52.7 | 6,480 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Sale of securities on an exchange or to another person at price $ 56.84 per share. | 30 Mar 2023 | 8,800 | 23,709 (0%) | 0% | 56.8 | 500,192 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 56.65 per share. | 10 Mar 2023 | 127 | 32,509 (0%) | 0% | 56.7 | 7,195 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Feb 2023 | 3,637 | 32,087 (0%) | 0% | 0 | Common Stock | |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Feb 2023 | 1,639 | 33,726 (0%) | 0% | 0 | Common Stock | |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 62.51 per share. | 28 Feb 2023 | 1,090 | 32,636 (0%) | 0% | 62.5 | 68,136 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 61.20 per share. | 09 Dec 2022 | 127 | 28,450 (0%) | 0% | 61.2 | 7,772 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 57.25 per share. | 28 Nov 2022 | 119 | 28,577 (0%) | 0% | 57.3 | 6,813 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Sale of securities on an exchange or to another person at price $ 56.00 per share. | 14 Nov 2022 | 5,358 | 28,696 (0%) | 0% | 56 | 300,048 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 53.25 per share. | 09 Sep 2022 | 127 | 34,054 (0%) | 0% | 53.3 | 6,763 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 53.81 per share. | 26 Aug 2022 | 119 | 34,181 (0%) | 0% | 53.8 | 6,403 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 59.69 per share. | 10 Jun 2022 | 127 | 34,300 (0%) | 0% | 59.7 | 7,581 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 67.09 per share. | 27 May 2022 | 119 | 34,427 (0%) | 0% | 67.1 | 7,984 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 72.86 per share. | 11 Mar 2022 | 507 | 34,546 (0%) | 0% | 72.9 | 36,940 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Feb 2022 | 5,012 | 35,309 (0%) | 0% | 0 | Common Stock | |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 74.82 per share. | 28 Feb 2022 | 256 | 35,053 (0%) | 0% | 74.8 | 19,154 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 76.90 per share. | 29 Nov 2021 | 256 | 30,297 (0%) | 0% | 76.9 | 19,686 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 79.45 per share. | 28 Aug 2021 | 256 | 30,553 (0%) | 0% | 79.4 | 20,339 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 71.97 per share. | 28 May 2021 | 256 | 30,809 (0%) | 0% | 72.0 | 18,424 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 11 Mar 2021 | 5,193 | 31,065 (0%) | 0% | 0 | Common Stock | |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 64.02 per share. | 26 Feb 2021 | 744 | 25,872 (0%) | 0% | 64.0 | 47,631 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 79.85 per share. | 27 Nov 2020 | 271 | 26,616 (0%) | 0% | 79.8 | 21,639 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 41.84 per share. | 26 Oct 2020 | 5,500 | 32,387 (0%) | 0% | 41.8 | 230,120 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 26 Oct 2020 | 5,500 | 0 | - | - | Employee Stock Option (Right to Buy) | |
| Envestnet Inc. | Shelly O'Brien | Chief Legal Officer | Sale of securities on an exchange or to another person at price $ 82.99 per share. | 26 Oct 2020 | 5,500 | 26,887 (0%) | 0% | 83.0 | 456,445 | Common Stock |
| Envestnet Inc. | Shelly O'Brien | Chief Legal 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 | 271 | 26,887 (0%) | 0% | 82.4 | 22,328 | Common Stock |