Shares Held by Insiders

Fully Diluted Shares Held by Insiders

Date

Name

Buy/Sell

$ Value

# Shares

Avg. Price

Title

Principal Accounting Officer

SVP, Head of Accounting Mgmt.

Chief Executive Officer

Chief Legal Officer

Chief Financial Officer

Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The Envestnet Wealth Solutions segment offers Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. This segment also provides Envestnet | Retirement Solutions, which provides a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that offer research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services. The Envestnet Data & Analytics segment provides Envestnet Data & Analytics, a data aggregation, data intelligence, and experiences platform that enables consumers to aggregate financial accounts within client applications, as well as provides clients the functionality to gather, refine, and aggregate various sets of consumer permissioned data for use in financial applications, reports, market research analysis, and application programming interfaces. The company serves retail banks, credit unions, credit card providers, wealth management financial advisors and institutions, research and analyst firms, personal financial management, small business accounting, e-commerce, payment solutions providers, small business lending, and authentication customers. Envestnet, Inc. was founded in 1999 and is headquartered in Berwyn, Pennsylvania.

Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally...

Datesorted ascending	Name	Buy/Sell	$ Value	# Shares	Avg. Price	Title
2024-03-25	Premium	sold	Premium	Premium	Premium	Principal Accounting Officer
2024-03-15	Premium	bought	Premium	Premium	Premium	-
2024-03-11	Premium	sold (taxes)	Premium	Premium	Premium	Principal Accounting Officer
2024-03-11	Premium	sold (taxes)	Premium	Premium	Premium	SVP, Head of Accounting Mgmt.
2024-03-11	Premium	sold (taxes)	Premium	Premium	Premium	Chief Executive Officer
2024-03-11	Premium	sold (taxes)	Premium	Premium	Premium	Chief Legal Officer
2024-03-07	Premium	bought	Premium	Premium	Premium	-
2024-03-06	Premium	bought	Premium	Premium	Premium	-
2024-02-29	Premium	acquired	Premium	Premium	Premium	-
2024-02-29	Premium	acquired	Premium	Premium	Premium	Chief Legal Officer
2024-02-29	Premium	acquired	Premium	Premium	Premium	-
2024-02-29	Premium	acquired	Premium	Premium	Premium	-
2024-02-29	Premium	acquired	Premium	Premium	Premium	Principal Accounting Officer
2024-02-29	Premium	acquired	Premium	Premium	Premium	Chief Financial Officer
2024-02-29	Premium	acquired	Premium	Premium	Premium	-
2024-02-29	Premium	acquired	Premium	Premium	Premium	-
2024-02-29	Premium	acquired	Premium	Premium	Premium	-
2024-02-29	Premium	acquired	Premium	Premium	Premium	-
2024-02-29	Premium	acquired	Premium	Premium	Premium	SVP, Head of Accounting Mgmt.
2024-02-29	Premium	acquired	Premium	Premium	Premium	-
2024-02-28	Premium	sold (taxes)	Premium	Premium	Premium	Chief Executive Officer
2024-02-28	Premium	sold (taxes)	Premium	Premium	Premium	SVP, Head of Accounting Mgmt.
2024-02-28	Premium	acquired	Premium	Premium	Premium	Chief Executive Officer
2024-02-28	Premium	sold (taxes)	Premium	Premium	Premium	Principal Accounting Officer
2024-02-28	Premium	sold (taxes)	Premium	Premium	Premium	Chief Legal Officer

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