Financial reports
10-K
2023 FY
Annual report
28 Feb 24
10-Q
2023 Q3
Quarterly report
9 Nov 23
10-Q
2023 Q2
Quarterly report
4 Aug 23
10-Q
2023 Q1
Quarterly report
5 May 23
10-K
2022 FY
Annual report
28 Feb 23
10-Q
2022 Q3
Quarterly report
8 Nov 22
10-Q
2022 Q2
Quarterly report
5 Aug 22
10-Q
2022 Q1
Quarterly report
6 May 22
10-K
2021 FY
Annual report
25 Feb 22
10-Q
2021 Q3
Quarterly report
9 Nov 21
Current reports
8-K
Departure of Directors or Certain Officers
27 Mar 24
8-K/A
Departure of Directors or Certain Officers
15 Mar 24
8-K
Amendments to Articles of Incorporation or Bylaws
15 Mar 24
8-K
Envestnet Reports Fourth Quarter 2023 Financial Results
22 Feb 24
8-K
Bill Crager Announces Decision to Transition from Ceo of Envestnet after More Than Two Decades at the Company
8 Jan 24
8-K
Envestnet Reports Third Quarter 2023 Financial Results
8 Nov 23
8-K
Departure of Directors or Certain Officers
25 Sep 23
8-K
Envestnet Reports Second Quarter 2023 Financial Results
3 Aug 23
8-K
Submission of Matters to a Vote of Security Holders
16 Jun 23
8-K
Envestnet Reports First Quarter 2023 Financial Results
4 May 23
Registration and prospectus
S-8
Registration of securities for employees
28 May 21
S-3ASR
Automatic shelf registration
29 Oct 20
S-8
Registration of securities for employees
29 Jun 20
S-3ASR
Automatic shelf registration
12 Dec 19
RW
Registration withdrawal request
12 Dec 19
S-3
Shelf registration
6 Dec 19
425
Business combination disclosure
19 Nov 15
S-8
Registration of securities for employees
19 Nov 15
425
Business combination disclosure
10 Nov 15
425
Business combination disclosure
9 Nov 15
Proxies
DEF 14A
Definitive proxy
5 Apr 24
PRE 14A
Preliminary proxy
19 Mar 24
DEF 14A
Definitive proxy
25 Apr 23
DFAN14A
Additional proxy materials by non-management
4 Jan 23
DEF 14A
Definitive proxy
6 Apr 22
DEF 14A
Definitive proxy
7 Apr 21
DEF 14A
Definitive proxy
8 Apr 20
DEF 14A
Definitive proxy
10 Apr 19
DEF 14A
Definitive proxy
11 Apr 18
DEFA14A
Additional proxy soliciting materials
6 Jul 17
Other
UPLOAD
Letter from SEC
11 Oct 23
CORRESP
Correspondence with SEC
31 Aug 23
UPLOAD
Letter from SEC
1 Aug 23
UPLOAD
Letter from SEC
2 Feb 21
CORRESP
Correspondence with SEC
29 Jan 21
CORRESP
Correspondence with SEC
30 Dec 20
UPLOAD
Letter from SEC
18 Dec 20
UPLOAD
Letter from SEC
5 Nov 19
CORRESP
Correspondence with SEC
29 Oct 19
UPLOAD
Letter from SEC
17 Oct 19
Ownership
4
Matthew Majoros
27 Mar 24
144
Notice of proposed sale of securities
25 Mar 24
4
Lauren Taylor Wolfe
19 Mar 24
4/A
Lauren Taylor Wolfe
15 Mar 24
4
William Crager
13 Mar 24
4
Shelly O'Brien
13 Mar 24
4
Matthew Majoros
13 Mar 24
4
Barry D. Cooper
13 Mar 24
4
Lauren Taylor Wolfe
8 Mar 24
4
WENDY E LANE
4 Mar 24