Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONAGRA BRANDS INC.CAG · Entity 1858 | Director | June 01, 2026 | June 03, 2026 |
| ENVESTNET, INC.ENV · Entity 85670 | Director | July 30, 2021 | August 03, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CONAGRA BRANDS INC.
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,822 |
Reported balance
After 2026-06-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 12,869 · Balance 20,822 F1: Each Restricted stock unit represents a contingent right to receive one share of the Issuer's common stock on June 1, 2027, or earlier upon certain events. F2: Includes 238.52 shares acquired through a dividend equivalent reinvestment feature under the Issuer's Directors' Deferred Compensation Plan since the date of the Reporting Person's last report. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 43,547 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 43,547 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted stock unit represents a contingent right to receive one share of the Issuer's common stock on June 1, 2027, or earlier upon certain events.
F2: Includes 238.52 shares acquired through a dividend equivalent reinvestment feature under the Issuer's Directors' Deferred Compensation Plan since the date of the Reporting Person's last report.
ENVESTNET, INC.
Report date July 30, 2021 · Filed August 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,852 |
Reported balance
After 2021-07-30 transaction · row 1
1 source rowRow 1 · 2021-07-30 · Tax withholding · Disposed 2,236 · Balance 27,852 F1: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of performance stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust for child | 136 |
Reported balance
Holding disclosure · report date 2021-07-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 136 F2: These shares are held in trust for the benefit of a child of the reporting person for which the reporting person serves as trustee. The reporting person shares voting and investment control over the shares but disclaims beneficial ownership of the shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust for child | 136 |
Reported balance
Holding disclosure · report date 2021-07-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 136 F2: These shares are held in trust for the benefit of a child of the reporting person for which the reporting person serves as trustee. The reporting person shares voting and investment control over the shares but disclaims beneficial ownership of the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of performance stock units.
F2: These shares are held in trust for the benefit of a child of the reporting person for which the reporting person serves as trustee. The reporting person shares voting and investment control over the shares but disclaims beneficial ownership of the shares.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ON24 INC.
Report date April 01, 2026 · Filed April 02, 2026
Section 16 reporting ended · disclosed 2026-04-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Disposition to issuer · Disposed 157,903 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of December 29, 2025 (the "Merger Agreement") among the Issuer, Cvent Atlanta, LLC ("Parent"), and Summit Sub Corp. ("Merger Sub"), on April 1, 2026, Merger Sub merged with and into the Issuer, with the Issuer continuing as the surviving company and a wholly-owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each outstanding share of Issuer common stock was automatically canceled and converted into the right to receive cash in an amount equal to $8.10 per share, without interest, with similar treatment for outstanding RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of December 29, 2025 (the "Merger Agreement") among the Issuer, Cvent Atlanta, LLC ("Parent"), and Summit Sub Corp. ("Merger Sub"), on April 1, 2026, Merger Sub merged with and into the Issuer, with the Issuer continuing as the surviving company and a wholly-owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each outstanding share of Issuer common stock was automatically canceled and converted into the right to receive cash in an amount equal to $8.10 per share, without interest, with similar treatment for outstanding RSUs.
Ping Identity Holding Corp.
Report date October 18, 2022 · Filed October 20, 2022
Section 16 reporting ended · disclosed 2022-10-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Company Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-10-18 transaction · row 1
1 source rowRow 1 · 2022-10-18 · Disposition to issuer · Disposed 6,626 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated August 2, 2022 (the "Merger Agreement"), by and among Project Polaris Holdings, LP ("Parent"), Project Polaris Merger Sub, Inc. ("Merger Sub") and the Issuer, Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock ("Company Common Stock") issued and outstanding immediately prior to the Merger was automatically cancelled, extinguished and converted into the right to receive $28.50 per share in cash, without interest thereon (the "Per Share Price"). F2: The reported securities include vested restricted stock units ("Company RSUs") of the Issuer which pursuant to the Merger Agreement, were, at the Effective Time, canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the Per Share Price and (ii) the total number of shares of Company Common Stock subject to such Company RSUs as of immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated August 2, 2022 (the "Merger Agreement"), by and among Project Polaris Holdings, LP ("Parent"), Project Polaris Merger Sub, Inc. ("Merger Sub") and the Issuer, Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock ("Company Common Stock") issued and outstanding immediately prior to the Merger was automatically cancelled, extinguished and converted into the right to receive $28.50 per share in cash, without interest thereon (the "Per Share Price").
F2: The reported securities include vested restricted stock units ("Company RSUs") of the Issuer which pursuant to the Merger Agreement, were, at the Effective Time, canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the Per Share Price and (ii) the total number of shares of Company Common Stock subject to such Company RSUs as of immediately prior to the Effective Time.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 07, 2017 Filed Sep 11, 2017 16:44 UTC | ENVESTNET, INC. ENV · Entity 85670 | Exercise / conversionCommon Stock | 8,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-056580 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,942 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · kind: Represents the issuance of Envestnet, Inc. common stock upon the vesting of restricted stock units effective September 7, 2017, but remain subject to contractual restrictions (the "September Vested Restricted Stock Units"). The reporting person was granted 100,000 restricted stock units on December 7, 2015 of which one-twelfth of the total amount vested on September 7, 2017. Such restricted stock units were previously reported in Table II on a Form 4 filed with the Securities and Exchange Commission on December 9, 2015. F7 · price: Represents the issuance of Envestnet, Inc. common stock upon the vesting of restricted stock units effective September 7, 2017, but remain subject to contractual restrictions (the "September Vested Restricted Stock Units"). The reporting person was granted 100,000 restricted stock units on December 7, 2015 of which one-twelfth of the total amount vested on September 7, 2017. Such restricted stock units were previously reported in Table II on a Form 4 filed with the Securities and Exchange Commission on December 9, 2015. Read SEC document |
| July 24, 2017 Filed Jul 26, 2017 16:02 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 8,980 | $40.00 | $359,200.00 |
DisclosureSEC source: 0001104659-17-047066 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet/Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,609 F8 · kind: Sale pursuant to 10b5-1 Plan. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 16:02 UTC | ENVESTNET, INC. ENV · Entity 85670 | Exercise / conversionRestricted Stock Unit · Derivative | 8,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-038405 · a4.xml · derivative · entry 5 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,002 Underlying: Common Stock · 8,333 shares Expires 2018-12-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of Envestnet, Inc. Common Stock. F5 · price: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting of the unit. F3 · derivative.exercise_date: The reporting person was granted 100,000 restricted stock units on December 7, 2015 of which 1/3 of the total amount vests on the first anniversary of the applicable date of grant and one-twelfth of the total amount vests on each three-month anniversary thereafter. F4 · derivative.expiration_date: The shares of Common Stock issuable with respect to the restricted stock units remain subject to restriction until the award becomes vested for all purposes. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 16:02 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 3,264 | $36.25 | $118,320.00 |
DisclosureSEC source: 0001104659-17-038405 · a4.xml · nonDerivative · entry 2 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,589 F9 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of 3,264 shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting for tax purposes of the June Vested Restricted Stock Units to the reporting person on June 7, 2017. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 16:02 UTC | ENVESTNET, INC. ENV · Entity 85670 | Exercise / conversionCommon Stock | 8,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-038405 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,853 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · kind: Represents the issuance of Envestnet, Inc. common stock upon the vesting of restricted stock units effective June 7, 2017, but remain subject to contractual restrictions (the "June Vested Restricted Stock Units"). The reporting person was granted 100,000 restricted stock units on December 7, 2015 of which one-twelfth of the total amount vested on June 7, 2017. Such restricted stock units were previously reported in Table II on a Form 4 filed with the Securities and Exchange Commission on December 9, 2015. F5 · price: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting of the unit. F10 · balance_after: The total reflects the sale of 1,100 shares of Common Stock on March 3, 2017 reported on a Form 4 filed with the Securities and Exchange Commission on March 3, 2017. Read SEC document |
| March 28, 2017 Filed Mar 30, 2017 20:35 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantRestricted Stock Units · Derivative | 20,000 | $31.70 | $634,000.00 |
DisclosureSEC source: 0001104659-17-020473 · a4.xml · derivative · entry 5 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2020-03-28 F2 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of Envestnet, Inc. Common Stock. F6 · derivative.exercise_date: This restricted stock award vests 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; and then one-twelfth of the total amount vests on each three-month anniversary. F5 · derivative.underlying_shares: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting of the unit. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 19:39 UTC | ENVESTNET, INC. ENV · Entity 85670 | Exercise / conversionRestricted Stock Unit · Derivative | 8,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-015575 · a4.xml · derivative · entry 5 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,335 Underlying: Common Stock · 8,333 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of Envestnet, Inc. Common Stock. F5 · price: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting of the unit. F3 · derivative.exercise_date: The reporting person was granted 100,000 restricted stock units on December 7, 2015 of which 1/3 of the total amount vests on the first anniversary of the applicable date of grant and one-twelfth of the total amount vests on each three-month anniversary thereafter. F4 · derivative.expiration_date: Each share of restricted stock represents one share of Envestnet, Inc. Common Stock that remains subject to restrictions until the award becomes vested for all purposes. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 19:39 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 3,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-015575 · a4.xml · nonDerivative · entry 2 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,620 F8 · shares: The reporting person is reporting the withholding by Envestnet, Inc. of 3,132 shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting for tax purposes of the March Vested Restricted Shares to the Reporting Person on March 7, 2017. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 19:39 UTC | ENVESTNET, INC. ENV · Entity 85670 | Exercise / conversionCommon Stock | 8,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-015575 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,752 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · kind: Represents the restricted shares of Envestnet, Inc. common stock that became vested for tax purposes effective March 7, 2017, but remain subject to contractual restrictions (the "March Vested Restricted Shares."). The reporting person was granted 100,000 restricted stock units on December 7, 2015 of which one-twelfth of the total amount vested on March 7, 2017. Such restricted stock units were previously reported in table II on a Form 4 filed with The Securities and Exchange Commission on December 9, 2015. Read SEC document |
| March 03, 2017 Filed Mar 3, 2017 19:04 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 1,100 | $37.50 | $41,250.00 |
DisclosureSEC source: 0001104659-17-014140 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,319 F2 · shares: Sale pursuant to 10b5-1 Plan. F3 · price: The shares reported in column 4 were sold in one transaction at $37.50 per share. Read SEC document |
| March 02, 2017 Filed Mar 2, 2017 19:55 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 400 | $38.40 | $15,360.00 |
DisclosureSEC source: 0001104659-17-013622 · a4.xml · nonDerivative · entry 3 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,419 F2 · shares: Sale pursuant to 10b5-1 Plan. F5 · price: The shares reported in column 4 were sold in multiple transactions with a weighted average price of $38.40 Read SEC document |
| March 02, 2017 Filed Mar 2, 2017 19:55 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 2,869 | $37.27 | $106,927.63 |
DisclosureSEC source: 0001104659-17-013622 · a4.xml · nonDerivative · entry 2 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,819 F2 · shares: Sale pursuant to 10b5-1 Plan. F4 · price: The shares reported in column 4 were sold in multiple transactions with a weighted average price of $37.27. Read SEC document |
| March 02, 2017 Filed Mar 2, 2017 19:55 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 1,031 | $36.79 | $37,930.49 |
DisclosureSEC source: 0001104659-17-013622 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,688 F2 · shares: Sale pursuant to 10b5-1 Plan. F3 · price: The shares reported in column 4 were sold in multiple transactions with a weighted average price of $36.79. Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 19:06 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 8,208 | $37.50 | $307,800.00 |
DisclosureSEC source: 0001104659-17-004609 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,719 F2 · shares: Sale pursuant to 10b5-1 Plan. F3 · price: The shares reported in column 4 were sold in one transaction at $37.50 per share. F4 · balance_after: Due to an inadvertent error, in a Form 4 filing made on 1/8/2016, the Reporting Person reported 36,352 shares beneficially owned, rather than the correct number of 35,992 in Table I, Column 5. In a Form 4 filing made on 3/18/2016, in connection with restricted shares of Envestnet, Inc. common stock that became vested for tax purposes effective 1/29/2016, but remain subject to contractual restrictions, such total was based upon the original award amount and did not reflect shares that had previously partially vested prior to the 1/29/2016 vesting. The result of the error in subsequent filings was to over report direct holdings by the Reporting Person by 6,624 shares. This filing properly reflects the correct number of shares. Read SEC document |
| January 18, 2017 Filed Jan 19, 2017 18:34 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 3,356 | $37.05 | $124,339.80 |
DisclosureSEC source: 0001104659-17-003133 · a4.xml · nonDerivative · entry 2 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,551 F2 · shares: Sale pursuant to 10b5-1 Plan. F4 · price: The shares reported in column 4 were sold in one transaction at $37.05 per share. Read SEC document |
| January 18, 2017 Filed Jan 19, 2017 18:34 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 75 | $36.70 | $2,752.50 |
DisclosureSEC source: 0001104659-17-003133 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,907 F2 · shares: Sale pursuant to 10b5-1 Plan. F3 · price: The shares reported in column 4 were sold in multiple transactions with a weighted average price of $36.70 per share. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 17:52 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 840 | $37.50 | $31,500.00 |
DisclosureSEC source: 0001104659-16-162653 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,982 F2 · shares: Sale pursuant to 10b5-1 Plan. F3 · price: The shares reported in column 4 were sold in one transaction at $37.50 per share. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 19:10 UTC | ENVESTNET, INC. ENV · Entity 85670 | Exercise / conversionRestricted Stock Unit · Derivative | 8,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-16-161563 · a4.xml · derivative · entry 5 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,668 Underlying: Common Stock · 8,333 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of Envestnet, Inc. Common Stock. F7 · price: Each restricted stock award represents the contingent right to receive one share of common stock upon vesting of the unit. F5 · derivative.exercise_date: The reporting person was granted 100,000 restricted stock units on December 7, 2015 of which 1/3 of the total amount vests on the first anniversary of the applicable date of grant and one-twelfth of the total amount vests on each three-month anniversary thereafter. F6 · derivative.expiration_date: Each share of restricted stock represents one share of Envestnet, Inc. Common Stock that remains subject to restrictions until the award becomes vested for all purposes. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 19:10 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 4,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-161563 · a4.xml · nonDerivative · entry 2 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,822 F3 · shares: The reporting person is reporting the withholding by Envestnet, Inc. of 4,349 shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting for tax purposes of September Vested Restricted Shares to the reporting person on December 7, 2016. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 19:10 UTC | ENVESTNET, INC. ENV · Entity 85670 | Exercise / conversionCommon Stock | 8,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-161563 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,171 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Represents the restricted shares of Envestnet, Inc. common stock that became vested for tax purposes effective December 7, 2016, but remain subject to contractual restrictions (the "December Vested Restricted Shares"). The reporting person was granted 100,000 restricted stock units on December 7, 2015 of which one-twelfth of the total amount vested on December 7, 2016. Such restricted stock units were previously reported in Table II on a Form 4 filed with the Securities and Exchange Commission on December 9, 2015. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 20:01 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 840 | $35.00 | $29,400.00 |
DisclosureSEC source: 0001104659-16-161075 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,838 F2 · shares: Sale pursuant to 10b5-1 Plan. F3 · price: The shares reported in column 4 were sold in one transaction at $35.00 per share. Read SEC document |
| September 07, 2016 Filed Sep 9, 2016 17:26 UTC | ENVESTNET, INC. ENV · Entity 85670 | Exercise / conversionRestricted Stock Unit · Derivative | 8,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-16-144027 · a4.xml · derivative · entry 5 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,001 Underlying: Common Stock · 8,333 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of Envestnet, Inc. Common Stock. F7 · price: Each restricted stock award represents the contingent right to receive one share of common stock upon vesting of the unit. F5 · derivative.exercise_date: The reporting person was granted 100,000 restricted stock units on December 7, 2015 of which 1/3 of the total amount vests on the first anniversary of the applicable date of grant and one-twelfth of the total amount vests on each three-month anniversary thereafter. F6 · derivative.expiration_date: Each share of restricted stock represents one share of Envestnet, Inc. Common Stock that remains subject to restrictions until the award becomes vested for all purposes. Read SEC document |
| September 07, 2016 Filed Sep 9, 2016 17:26 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 4,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-144027 · a4.xml · nonDerivative · entry 2 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,678 F3 · shares: The reporting person is reporting the withholding by Envestnet, Inc. of 4,349 shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting for tax purposes of September Vested Restricted Shares to the reporting person on September 7, 2016. Read SEC document |
| September 07, 2016 Filed Sep 9, 2016 17:26 UTC | ENVESTNET, INC. ENV · Entity 85670 | Exercise / conversionCommon Stock | 8,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-144027 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,027 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Represents the restricted shares of Envestnet, Inc. common stock that became vested for tax purposes effective September 7, 2016, but remain subject to contractual restrictions (the "September Vested Restricted Shares"). The reporting person was granted 100,000 restricted stock units on December 7, 2015 of which one-twelfth of the total amount vested on September 7, 2016. Such restricted stock units were previously reported in Table II on a Form 4 filed with the Securities and Exchange Commission on December 9, 2015 Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 18:59 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 2,520 | $40.33 | $101,631.60 |
DisclosureSEC source: 0001104659-16-143284 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,694 F2 · shares: Sale pursuant to 10b5-1 plan. F3 · price: The shares reported in column 4 were sold in multiple transactions with a weighted average price of $40.33 per share. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.