O'Brien Shelly — SEC Form 4 filings
SEC reporting owner CIK 1497434. 5 Form 4 filings on record with FilingPulse; latest filed 2024-11-25.
Transaction summary — filings shown
Covers all 5 filings on record, filed 2024-03-01 to 2024-11-25. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 10.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| ENVESTNET, INC. (ENV) | CHIEF LEGAL OFFICER | 5 | — | — | 10 |
Form 4 filings — O'Brien Shelly
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2024-11-25 | 4 | ENVESTNET, INC. (ENV) | Disposition to issuer (D): 84,734 @ $63.15 · Disposition to issuer (D): 8,931 (derivative) | EDGAR |
| 2024-08-30 | 4 | ENVESTNET, INC. (ENV) | Tax withholding (F): 931 @ $62.81 | EDGAR |
| 2024-05-30 | 4 | ENVESTNET, INC. (ENV) | Tax withholding (F): 212 @ $68.45 | EDGAR |
| 2024-03-13 | 4 | ENVESTNET, INC. (ENV) | Tax withholding (F): 422 @ $55.49 · Tax withholding (F): 127 @ $55.49 | EDGAR |
| 2024-03-01 | 4 | ENVESTNET, INC. (ENV) | Tax withholding (F): 565 @ $50.98 · Grant/award (A): 14,712 @ $0 · Grant/award (A): 1,439 @ $0 · Grant/award (A): 9,808 @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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