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Filing Details

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
1337619	Envestnet Inc.	ENV	Services-Business Services, Nec (7389)	201409613

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1186593	K Ross Chapin	35E. Wacker Drive, Suite 2400 Chicago IL 60601		Yes	No	No	No

Reported Non-Derivative Transactions

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Common Stock	Disposition	2010-07-28	71,696	$9.00	1,067,917	No	4	S	Indirect	By The Tahoma Fund, LLC

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	S	Indirect	By The Tahoma Fund, LLC

Footnotes

Shares sold pursuant to Issuer's initial public offering.
Represents preferred stock issued by The EnvestNet Group, Inc. ("ENG"), the issuer's 40.9% shareholder. Upon the consummation of the issuer's initial public offering, ENG will merge with and into the issuer and each series of ENG's preferred stock will be exchanged for shares of the issuer's Common Stock. The number of shares of the issuer's Common Stock indicated in Table I, Column 5 reflects the exchange of the ENG convertible preferred stock beneficially owned by the Reporting Person upon the closing of the issuer's initial public offering.
Ross Chapin is a Managing Member of Orca Bay Partners, L.L.C., which is the Managing Member of The Tahoma Fund, L.L.C. Mr. Chapin shares voting and dispositive power over the shares held by The Tahoma Fund, L.L.C. with Mel Wheaton and Stanley McCammon. Messrs. Chapin, Wheaton and McCammon disclaim beneficial ownership of these shares except to the extent of their pecuniary interest therein.