0001628280-24-008506.txt : 20240304 0001628280-24-008506.hdr.sgml : 20240304 20240304161903 ACCESSION NUMBER: 0001628280-24-008506 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240229 FILED AS OF DATE: 20240304 DATE AS OF CHANGE: 20240304 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: FOX JAMES L CENTRAL INDEX KEY: 0001141058 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-34835 FILM NUMBER: 24715197 MAIL ADDRESS: STREET 1: 45 PARK AVENUE CITY: STONEHAM STATE: MA ZIP: 02180 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: ENVESTNET, INC. CENTRAL INDEX KEY: 0001337619 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-BUSINESS SERVICES, NEC [7389] ORGANIZATION NAME: 07 Trade & Services IRS NUMBER: 201409613 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 1000 CHESTERBROOK BOULEVARD STREET 2: SUITE 250 CITY: BERWYN STATE: PA ZIP: 19312 BUSINESS PHONE: 312-827-2800 MAIL ADDRESS: STREET 1: 1000 CHESTERBROOK BOULEVARD STREET 2: SUITE 250 CITY: BERWYN STATE: PA ZIP: 19312 FORMER COMPANY: FORMER CONFORMED NAME: ENVESTNET ASSET MANAGEMENT GROUP INC DATE OF NAME CHANGE: 20050831 4 1 wk-form4_1709586831.xml FORM 4 X0508 4 2024-02-29 0 0001337619 ENVESTNET, INC. ENV 0001141058 FOX JAMES L 1000 CHESTERBROOK BOULEVARD SUITE 250 BERWYN PA 19312 1 0 0 0 0 Common Stock 2024-02-29 4 A 0 5487 0 A 37476 D Represents restricted stock units that vest on the first anniversary of the date of the grant. These restricted stock units convert into common stock on a one-for-one basis. /s/ Shelly O'Brien, by Power-of-Attorney for James L. Fox 2024-03-04