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.
Loading insider history…
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 9 of 14
132 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2017-04-05 | ENVESTNET, INC. (ENV) Delisted | Mixed | — | -$233.3K | EDGAR |
| 2017-03-30 | ENVESTNET, INC. (ENV) Delisted | Grant (A) | — | $0 | EDGAR |
| 2017-03-02 | ENVESTNET, INC. (ENV) Delisted | Mixed | +2,126 | -$141.6K | EDGAR |
| 2017-02-01 | ENVESTNET, INC. (ENV) Delisted | Mixed | — | -$137.0K | EDGAR |
| 2017-01-05 | ENVESTNET, INC. (ENV) Delisted | Mixed | — | -$125.8K | EDGAR |
| 2016-12-02 | ENVESTNET, INC. (ENV) Delisted | Mixed | — | -$127.6K | EDGAR |
| 2016-11-02 | ENVESTNET, INC. (ENV) Delisted | Mixed | — | -$124.4K | EDGAR |
| 2016-10-04 | ENVESTNET, INC. (ENV) Delisted | Mixed | — | -$129.4K | EDGAR |
| 2016-09-06 | ENVESTNET, INC. (ENV) Delisted | Mixed | — | -$177.2K | EDGAR |
| 2016-08-05 | ENVESTNET, INC. (ENV) Delisted | Mixed | — | -$32.5K | 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.