0001628280-24-008292.txt : 20240301 0001628280-24-008292.hdr.sgml : 20240301 20240301181850 ACCESSION NUMBER: 0001628280-24-008292 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240228 FILED AS OF DATE: 20240301 DATE AS OF CHANGE: 20240301 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Crager William CENTRAL INDEX KEY: 0001497443 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-34835 FILM NUMBER: 24712123 MAIL ADDRESS: STREET 1: 489 FIFTH AVENUE STREET 2: 26TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 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_1709335121.xml FORM 4 X0508 4 2024-02-28 0 0001337619 ENVESTNET, INC. ENV 0001497443 Crager William 1000 CHESTERBROOK BOULEVARD SUITE 250 BERWYN PA 19312 1 1 0 0 Chief Executive Officer 0 Common Stock 2024-02-28 4 F 0 3287 50.98 D 318809 D Common Stock 2024-02-28 4 A 0 9462 0 A 328271 D Common Stock 100 I By wife 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. Represents performance stock units earned upon the achievement of specific performance measures. These performance stock units convert into common stock on a one-for-one basis. /s/ Shelly O'Brien, by Power-of-Attorney for William Crager 2024-03-01