Shelly O'Brien compensation by year
Envestnet Summary Compensation Table · all 3 fiscal years held| Component | FY2021 | FY2022 | FY2023 |
|---|---|---|---|
| Salary | $364,993 | $374,000 | $391,667 |
| Bonus | $0 | $0 | $0 |
| Stock awards | $725,410 | $784,228 | $480,022 |
| Option awards | $0 | $0 | $0 |
| Non-equity incentive | $288,000 | $147,000 | $320,000 |
| Pension and deferred compensation | $0 | $0 | $0 |
| All other | $20,369 | $22,673 | $22,716 |
| Total | $1,398,772 | $1,327,901 | $1,214,405 |
Each year as stated in that year's proxy. A dash means the company reported no figure in that column. Source: Envestnet, Inc. DEF 14A filed April 5, 2024, accession 0001104659-24-044267, and prior-year filings.
How this page was built: the Envestnet, Inc. filed document, accession 0001104659-24-044267. Every figure is read from that document and cited to the page and table it appears in. Filed April 5, 2024.
Equity holdings
unvested awards at FY2023 year-end| Type | Unvested units | Value at year-end | Exercise price |
|---|---|---|---|
| RSU | 5,193 | $257,157 | — |
| RSU | 5,012 | $248,194 | — |
| RSU | 3,637 | $180,104 | — |
| RSU | 2,090 | $103,497 | — |
| RSU | 1,819 | $90,077 | — |
| RSU | 1,818 | $90,027 | — |
| RSU | 1,667 | $82,550 | — |
| RSU | 433 | $21,442 | — |
Per the Outstanding Equity Awards at Fiscal Year-End table in Envestnet, Inc.'s FY2023 proxy; value at the fiscal year-end close, as the company printed it.
Insider transactions since the last proxy
4 Form 4 lines since the FY2023 proxy (filed April 5, 2024)current to 2026-11-10 · updated nightly
| Date | Transaction | Plan | Shares | Price | Held after |
|---|---|---|---|---|---|
| 2024-11-25 | Disposition to the issuer | — | 84,734 | $63.15 | 0 |
| 2024-11-25 | Disposition to the issuer derivative | — | 8,931 | — | 0 |
| 2024-08-28 | Tax withholding | — | 931 | $62.81 | 46,661 |
| 2024-05-28 | Tax withholding | — | 212 | $68.45 | 47,592 |
The 4 most recent of 4 lines, each as reported on the Form 4. "10b5-1" marks a trade the filing reports under a pre-arranged trading plan. View every Form 4 filing on EDGAR →
Envestnet’s named executive officers, FY2023
as the company reported each| Named executive officer | Role | FY2023 total |
|---|---|---|
| William Crager | Chief Executive Officer | $4,880,843 |
| Peter D'Arrigo | Former Chief Financial Officer | $2,205,242 |
| Shelly O'Brien · this page | Chief Legal Officer, General Counsel and Corporate Secretary | $1,214,405 |
| Joshua Warren | Chief Financial Officer | $700,565 |
Shelly O'Brien's compensation dossier, Envestnet
You have read Shelly O'Brien's totals and holdings. The dossier adds each equity grant Envestnet disclosed for Shelly O'Brien and Envestnet's own disclosed peer group, where the company discloses them, with every row in a PDF and a CSV cited to its filing.
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Peer companies
named in the Envestnet proxy · each links to its own free briefCompensation, the day it’s disclosed
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How this record is built
Every figure on this page is one figure from a public SEC filing, printed as the filing states it and cited to the document. Compensation totals are Envestnet's own disclosed totals, not summed by Velarion. Insider transactions are read from Form 4 filings and cover every line filed since the most recent proxy. Nothing is estimated by Velarion; where the company does not disclose a value the cell reads "—", and a section appears only where the company discloses the data. Corrections: records@velarion.ai.