| 2013-10-11 | Sale | Envestnet, Inc. ENV | 10 percent owner | 4.2M 10.6319% | $29.25 | $122.91M | +23.44% | |
| 2010-08-31 | Sale | Envestnet, Inc. ENV | 10 percent owner | 102,634 0.3533% | $9.00 | $923,706 | +30.11% | |
| 2010-07-28 | Sale | Envestnet, Inc. ENV | 10 percent owner | 684,236 2.3544% | $9.00 | $6.16M |