SEC Form 5 · accession 0001104659-18-009716
ENVESTNET, INC. · ENV
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Judson Bergman
Officer — Chief Executive Officer · Director
Period of report
Dec 31, 2017
Accepted (ET)
Feb 14, 2018 · 4:04 pm EST
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0001337619
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common Stock | Aug 16, 2017 | G | 114 | $0.00 | D | 732,106 | D | |
| Common Stock | Dec 22, 2017 | G | 500 | $0.00 | D | 731,606 | D | |
| Common Stock | Dec 27, 2017 | G | 29,463 | $0.00 | D | 702,143 | D |
Table II — derivative securities
No Table II lines on this filing.