Shelly O'Brien

CIK 1497434 · CHIEF LEGAL OFFICER · last filed 2024-11-25

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$0

Companies

1

Total Filings

132

Lifetime Open-Market Net

-$8.86M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
ENVESTNET, INC. (ENV) Delisted CHIEF LEGAL OFFICER 0 $63.14 $0 -$8.86M 132 2024-11-25

Recent Filings · Page 12 of 14

132 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2013-03-04 ENVESTNET, INC. (ENV) Delisted Mixed +442 $0 EDGAR
2013-01-25 ENVESTNET, INC. (ENV) Delisted Sell (S) −443 -$6.1K EDGAR
2012-12-06 ENVESTNET, INC. (ENV) Delisted Sell (S) −3,000 -$41.3K EDGAR
2012-11-08 ENVESTNET, INC. (ENV) Delisted Sell (S) −3,000 -$40.7K EDGAR
2012-10-12 ENVESTNET, INC. (ENV) Delisted Sell (S) −3,000 -$37.5K EDGAR
2012-10-05 ENVESTNET, INC. (ENV) Delisted Sell (S) −6,000 -$75.0K EDGAR
2012-08-08 ENVESTNET, INC. (ENV) Delisted Sell (S) −2,266 -$28.3K EDGAR
2012-07-19 ENVESTNET, INC. (ENV) Delisted Sell (S) −734 -$9.2K EDGAR
2012-07-16 ENVESTNET, INC. (ENV) Delisted Sell (S) −6,000 -$75.0K EDGAR
2012-04-26 ENVESTNET, INC. (ENV) Delisted Sell (S) −3,000 -$37.6K EDGAR
Showing 111120 of 132
Page 12 of 14
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.