Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Western Union COWU · Entity 4445 | Chief Accounting Officer | March 02, 2026 | March 05, 2026 |
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.
Western Union CO
Report date March 02, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,168 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Grant · Acquired 9,183 · Balance 37,985 F1: Represents a restricted stock unit award which vests in three substantially equal installments on March 2, 2027, 2028, and 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement. Row 2 · 2026-03-02 · Grant · Acquired 9,183 · Balance 47,168 F2: Represents a grant of performance-based restricted stock unit awards which vests in full on March 2, 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit award which vests in three substantially equal installments on March 2, 2027, 2028, and 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement.
F2: Represents a grant of performance-based restricted stock unit awards which vests in full on March 2, 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ENVESTNET, INC.
Report date November 25, 2024 · Filed November 25, 2024
Section 16 reporting ended · disclosed 2024-11-25. 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 2024-11-25 transaction · row 1
1 source rowRow 1 · 2024-11-25 · Disposition to issuer · Disposed 34,424 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 11, 2024, by and among the Issuer, BCPE Pequod Merger Sub, Inc. ("Merger Sub") and BCPE Pequod Buyer, Inc. ("Parent"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger (the "Effective Time") each issued and outstanding share of the Issuer's Common Stock, par value $0.005 per share (the "Common Stock") owned by the reporting person was cancelled and converted into the right to receive $63.15 per share in cash without interest (the "Per Share Price"). F2: Includes restricted share units not subject to performance-based requirements ("RSUs"). Pursuant to the Merger Agreement, each RSU was, at the Effective Time, cancelled and converted into a right to receive (i) to the extent vested as of immediately prior to the Effective Time, a cash payment equal to (a) the Per Share Price multiplied by (b) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, and (ii) to the extent unvested as of immediately prior to the Effective Time, an amount in cash equal to the (x) the Per Share Price, multiplied by (y) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 11, 2024, by and among the Issuer, BCPE Pequod Merger Sub, Inc. ("Merger Sub") and BCPE Pequod Buyer, Inc. ("Parent"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger (the "Effective Time") each issued and outstanding share of the Issuer's Common Stock, par value $0.005 per share (the "Common Stock") owned by the reporting person was cancelled and converted into the right to receive $63.15 per share in cash without interest (the "Per Share Price").
F2: Includes restricted share units not subject to performance-based requirements ("RSUs"). Pursuant to the Merger Agreement, each RSU was, at the Effective Time, cancelled and converted into a right to receive (i) to the extent vested as of immediately prior to the Effective Time, a cash payment equal to (a) the Per Share Price multiplied by (b) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, and (ii) to the extent unvested as of immediately prior to the Effective Time, an amount in cash equal to the (x) the Per Share Price, multiplied by (y) the total number of shares of Common Stock subject to such RSU 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 |
|---|---|---|---|---|---|---|
| March 02, 2026 Filed Mar 5, 2026 02:31 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 9,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003211 · doc4.xml · nonDerivative · entry 2 Cooper Barry D. · CIK 0001740264 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,168 F2 · shares: Represents a grant of performance-based restricted stock unit awards which vests in full on March 2, 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 02:31 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 9,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003211 · doc4.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,985 F1 · shares: Represents a restricted stock unit award which vests in three substantially equal installments on March 2, 2027, 2028, and 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement. Read SEC document |
| July 08, 2025 Filed Jul 9, 2025 23:03 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 28,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-006622 · doc4.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,802 F1 · shares: Restricted Stock Unit award that vests in full on the third anniversary of the date of grant. Read SEC document |
| November 25, 2024 Filed Nov 25, 2024 16:05 UTC | ENVESTNET, INC. ENV · Entity 85670 | Disposition to issuerCommon Stock | 34,424 | $63.15 | $2,173,875.60 |
DisclosureSEC source: 0001213900-24-102145 · ownership.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 11, 2024, by and among the Issuer, BCPE Pequod Merger Sub, Inc. ("Merger Sub") and BCPE Pequod Buyer, Inc. ("Parent"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger (the "Effective Time") each issued and outstanding share of the Issuer's Common Stock, par value $0.005 per share (the "Common Stock") owned by the reporting person was cancelled and converted into the right to receive $63.15 per share in cash without interest (the "Per Share Price"). F2 · shares: Includes restricted share units not subject to performance-based requirements ("RSUs"). Pursuant to the Merger Agreement, each RSU was, at the Effective Time, cancelled and converted into a right to receive (i) to the extent vested as of immediately prior to the Effective Time, a cash payment equal to (a) the Per Share Price multiplied by (b) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, and (ii) to the extent unvested as of immediately prior to the Effective Time, an amount in cash equal to the (x) the Per Share Price, multiplied by (y) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time. F1 · acquired: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 11, 2024, by and among the Issuer, BCPE Pequod Merger Sub, Inc. ("Merger Sub") and BCPE Pequod Buyer, Inc. ("Parent"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger (the "Effective Time") each issued and outstanding share of the Issuer's Common Stock, par value $0.005 per share (the "Common Stock") owned by the reporting person was cancelled and converted into the right to receive $63.15 per share in cash without interest (the "Per Share Price"). Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 16:05 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 5 | $62.82 | $314.10 |
DisclosureSEC source: 0001628280-24-045275 · wk-form4_1730840751.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,424 F1 · kind: 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 restricted stock units. Read SEC document |
| August 28, 2024 Filed Aug 30, 2024 16:39 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 344 | $62.81 | $21,606.64 |
DisclosureSEC source: 0001628280-24-038976 · wk-form4_1725050337.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,429 F1 · kind: 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 restricted stock units. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 16:02 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 5 | $61.92 | $309.60 |
DisclosureSEC source: 0001628280-24-035164 · wk-form4_1722974523.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,773 F1 · kind: 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 restricted stock units. Read SEC document |
| May 28, 2024 Filed May 30, 2024 16:05 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 344 | $68.45 | $23,546.80 |
DisclosureSEC source: 0001628280-24-025779 · wk-form4_1717099490.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,778 F1 · kind: 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 restricted stock units. Read SEC document |
| May 02, 2024 Filed May 6, 2024 16:03 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 5 | $63.39 | $316.95 |
DisclosureSEC source: 0001628280-24-020609 · wk-form4_1715025811.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,122 F1 · kind: 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 restricted stock units. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 16:26 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 188 | $55.49 | $10,432.12 |
DisclosureSEC source: 0001628280-24-010908 · wk-form4_1710361576.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,127 F1 · kind: 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 restricted stock units. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 17:22 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantCommon Stock | 7,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-008578 · wk-form4_1709590930.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,315 F1 · acquired: 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 18:19 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 944 | $50.98 | $48,125.12 |
DisclosureSEC source: 0001628280-24-008294 · wk-form4_1709335143.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,469 F1 · kind: 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 restricted stock units. Read SEC document |
| February 02, 2024 Filed Feb 6, 2024 16:04 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 6 | $52.34 | $314.04 |
DisclosureSEC source: 0001628280-24-003485 · wk-form4_1707253441.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,413 F1 · kind: 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 restricted stock units. Read SEC document |
| December 11, 2023 Filed Dec 13, 2023 16:02 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 188 | $42.38 | $7,967.44 |
DisclosureSEC source: 0001628280-23-041429 · wk-form4_1702501325.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,419 F1 · kind: 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 restricted stock units. Read SEC document |
| November 28, 2023 Filed Nov 30, 2023 16:08 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 185 | $37.18 | $6,878.30 |
DisclosureSEC source: 0001628280-23-040334 · wk-form4_1701378474.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,607 F1 · kind: 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 restricted stock units. Read SEC document |
| November 02, 2023 Filed Nov 6, 2023 16:06 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 5 | $37.49 | $187.45 |
DisclosureSEC source: 0001628280-23-037020 · wk-form4_1699304753.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,792 F1 · kind: 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 restricted stock units. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 16:03 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 188 | $50.08 | $9,415.04 |
DisclosureSEC source: 0001628280-23-032188 · wk-form4_1694635389.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,797 F1 · kind: 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 restricted stock units. Read SEC document |
| August 28, 2023 Filed Aug 30, 2023 16:43 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 185 | $53.68 | $9,930.80 |
DisclosureSEC source: 0001628280-23-030992 · wk-form4_1693428216.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,985 F1 · kind: 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 restricted stock units. Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 16:15 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 5 | $60.43 | $302.15 |
DisclosureSEC source: 0001628280-23-027545 · wk-form4_1691180129.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,170 F1 · kind: 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 restricted stock units. Read SEC document |
| June 29, 2023 Filed Jul 3, 2023 16:25 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 690 | $58.19 | $40,151.10 |
DisclosureSEC source: 0001628280-23-024118 · wk-form4_1688415905.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,175 F1 · kind: The Common Shares reported herein as being sold were sold at a range of between $58.19 and $58.20 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such price range. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 16:40 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 188 | $54.22 | $10,193.36 |
DisclosureSEC source: 0001628280-23-021959 · wk-form4_1686688829.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,865 F1 · kind: 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 restricted stock units. Read SEC document |
| May 26, 2023 Filed May 31, 2023 16:18 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 184 | $52.68 | $9,693.12 |
DisclosureSEC source: 0001628280-23-020328 · wk-form4_1685564292.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,053 F1 · kind: 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 restricted stock units. Read SEC document |
| May 02, 2023 Filed May 4, 2023 16:30 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 5 | $61.51 | $307.55 |
DisclosureSEC source: 0001628280-23-015778 · wf-form4_168323223035330.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,237 F1 · kind: 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 restricted stock units. Read SEC document |
| March 30, 2023 Filed Mar 31, 2023 16:12 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 530 | $56.93 | $30,172.90 |
DisclosureSEC source: 0001628280-23-010156 · wf-form4_168029353689812.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,242 Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 17:09 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 188 | $56.65 | $10,650.20 |
DisclosureSEC source: 0001628280-23-007896 · wf-form4_167882814899537.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,772 F1 · kind: 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 restricted stock units. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 18:56 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 912 | $62.51 | $57,009.12 |
DisclosureSEC source: 0001628280-23-006131 · wf-form4_167780136055920.xml · nonDerivative · entry 2 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,960 F2 · kind: 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 restricted stock units. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 18:56 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantCommon Stock | 6,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-006131 · wf-form4_167780136055920.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,872 F1 · kind: 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. Read SEC document |
| February 02, 2023 Filed Feb 6, 2023 16:08 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 6 | $68.66 | $411.96 |
DisclosureSEC source: 0001628280-23-002420 · wf-form4_167571771879179.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,243 F1 · kind: 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 restricted stock units. Read SEC document |
| December 09, 2022 Filed Dec 13, 2022 16:06 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 189 | $61.20 | $11,566.80 |
DisclosureSEC source: 0001628280-22-031803 · wf-form4_167096555148106.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,249 F1 · kind: 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 restricted stock units. Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:14 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 176 | $57.25 | $10,076.00 |
DisclosureSEC source: 0001628280-22-031078 · wf-form4_166984285460876.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,438 F1 · kind: 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 restricted stock units. Read SEC document |
| November 02, 2022 Filed Nov 4, 2022 16:05 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 18 | $48.22 | $867.96 |
DisclosureSEC source: 0001628280-22-028452 · wf-form4_166759233819533.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,614 F1 · kind: 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 restricted stock units. Read SEC document |
| September 09, 2022 Filed Sep 13, 2022 16:26 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 189 | $53.25 | $10,064.25 |
DisclosureSEC source: 0001628280-22-024839 · wf-form4_166310078785158.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,632 F1 · kind: 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 restricted stock units. Read SEC document |
| August 26, 2022 Filed Aug 30, 2022 16:09 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 176 | $53.81 | $9,470.56 |
DisclosureSEC source: 0001628280-22-023903 · wf-form4_166189013092078.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,821 F1 · kind: 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 restricted stock units. Read SEC document |
| August 22, 2022 Filed Aug 24, 2022 16:04 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 290 | $56.45 | $16,370.50 |
DisclosureSEC source: 0001628280-22-023601 · wf-form4_166137143432309.xml · nonDerivative · entry 3 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,997 Read SEC document |
| August 22, 2022 Filed Aug 24, 2022 16:04 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 200 | $56.43 | $11,286.00 |
DisclosureSEC source: 0001628280-22-023601 · wf-form4_166137143432309.xml · nonDerivative · entry 2 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,287 Read SEC document |
| August 22, 2022 Filed Aug 24, 2022 16:04 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 800 | $56.42 | $45,136.00 |
DisclosureSEC source: 0001628280-22-023601 · wf-form4_166137143432309.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,487 Read SEC document |
| June 10, 2022 Filed Jun 14, 2022 16:30 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 189 | $59.69 | $11,281.41 |
DisclosureSEC source: 0001628280-22-017131 · wf-form4_165523859117288.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,287 F1 · kind: 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 restricted stock units. Read SEC document |
| May 27, 2022 Filed Jun 1, 2022 16:10 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 176 | $67.09 | $11,807.84 |
DisclosureSEC source: 0001628280-22-015899 · wf-form4_165411423042084.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,476 F1 · kind: 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 restricted stock units. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:13 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 678 | $73.73 | $49,988.94 |
DisclosureSEC source: 0001628280-22-007764 · wf-form4_164859918043733.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,652 Read SEC document |
| March 11, 2022 Filed Mar 16, 2022 16:16 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 754 | $72.86 | $54,936.44 |
DisclosureSEC source: 0001628280-22-006372 · wf-form4_164746178846434.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,330 F1 · kind: 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 restricted stock units. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 20:51 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 311 | $74.82 | $23,269.02 |
DisclosureSEC source: 0001628280-22-004780 · wf-form4_164627226890608.xml · nonDerivative · entry 2 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,084 F2 · kind: 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 restricted stock units. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 20:51 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantCommon Stock | 7,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-004780 · wf-form4_164627226890608.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,395 F1 · kind: 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. Read SEC document |
| November 29, 2021 Filed Nov 30, 2021 17:24 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 311 | $76.90 | $23,915.90 |
DisclosureSEC source: 0001628280-21-024255 · wf-form4_163831103516121.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,710 F1 · kind: 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 restricted stock units. Read SEC document |
| November 02, 2021 Filed Nov 23, 2021 17:29 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantCommon Stock | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-024073 · wf-form4_163770656504068.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,021 F1 · kind: 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. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 16:07 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 350 | $79.71 | $27,898.50 |
DisclosureSEC source: 0001628280-21-018087 · wf-form4_163069964365001.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,842 F1 · price: The sale price reported above has been rounded to the nearest cent. Read SEC document |
| August 28, 2021 Filed Aug 31, 2021 16:07 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 311 | $79.45 | $24,708.95 |
DisclosureSEC source: 0001628280-21-017881 · wf-form4_163044046235374.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,192 F1 · kind: 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 restricted stock units. Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 16:31 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 311 | $71.97 | $22,382.67 |
DisclosureSEC source: 0001628280-21-011518 · wf-form4_162266585739399.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,503 F1 · kind: 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 restricted stock units. Read SEC document |
| March 11, 2021 Filed Mar 15, 2021 17:10 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantCommon Stock | 7,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-004758 · wf-form4_161584260858524.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,814 F1 · kind: 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. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 20:12 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 970 | $64.02 | $62,099.40 |
DisclosureSEC source: 0001628280-21-003773 · wf-form4_161473391042957.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,989 F1 · kind: 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 restricted stock units. Read SEC document |
| November 27, 2020 Filed Dec 1, 2020 17:50 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 269 | $79.85 | $21,479.65 |
DisclosureSEC source: 0001628280-20-016961 · wf-form4_160686301541761.xml · nonDerivative · entry 1 Cooper Barry D. · CIK 0001740264 · SVP, Head of Accounting Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,959 F1 · kind: 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 restricted stock units. 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.