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 6 of 14
132 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2018-10-02 | ENVESTNET, INC. (ENV) Delisted | Tax (F) | −185 | -$11.3K | EDGAR |
| 2018-08-31 | ENVESTNET, INC. (ENV) Delisted | Tax (F) | −92 | -$5.8K | EDGAR |
| 2018-08-06 | ENVESTNET, INC. (ENV) Delisted | Tax (F) | −923 | -$55.2K | EDGAR |
| 2018-08-03 | ENVESTNET, INC. (ENV) Delisted | Mixed | — | -$81.4K | EDGAR |
| 2018-07-05 | ENVESTNET, INC. (ENV) Delisted | Mixed | — | -$157.9K | EDGAR |
| 2018-07-02 | ENVESTNET, INC. (ENV) Delisted | Tax (F) | −185 | -$10.4K | EDGAR |
| 2018-06-05 | ENVESTNET, INC. (ENV) Delisted | Mixed | — | -$163.5K | EDGAR |
| 2018-05-31 | ENVESTNET, INC. (ENV) Delisted | Tax (F) | −61 | -$3.3K | EDGAR |
| 2018-05-23 | ENVESTNET, INC. (ENV) Delisted | Mixed | — | -$173.1K | EDGAR |
| 2018-05-04 | ENVESTNET, INC. (ENV) Delisted | Tax (F) | −611 | -$34.7K | EDGAR |
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.