| Date | Company | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 25 Nov 24 | ENV Envestnet | Common Stock | Sale back to company | Dispose D | No | No | 63.15 | 23,161 | 1.46 mm | 0 |
| 25 Nov 24 | ENV Envestnet | Stock Option Common Stock | Sale back to company | Dispose D | No | No | 0 | 1,745 | 0.00 | 0 |
| 13 Aug 24 | DFIN Donnelley Financial Solutions | Common Stock | Sell | Dispose S | No | No | 62.7501 | 4,871 | 305.66 k | 56,513 |
| 15 May 24 | DFIN Donnelley Financial Solutions | Common Stock | Grant | Acquire A | No | No | 0 | 2,790 | 0.00 | 61,384 |
| 29 Feb 24 | ENV Envestnet | Common Stock | Grant | Acquire A | No | No | 0 | 3,825 | 0.00 | 23,161 |
| 23 Feb 24 | DFIN Donnelley Financial Solutions | Common Stock | Sell | Dispose S | No | No | 63.8442 | 3,047 | 194.53 k | 58,594 |
