Envestnet Inc – Filings and Transcripts – BamSEC

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SEC EDGAR

Financials Filter

ended 09/30/24 Q3

ended 06/30/24 Q2

ended 03/31/24 Q1

ended 12/31/23 FY 2023

ended 09/30/23 Q3

Prospectuses and Registrations Filter

Securities registration termination

Updated info for already-effective prospectus

Updated info for already-effective prospectus

Updated info for already-effective prospectus

Updated info for already-effective prospectus

Ownership Filter

Majoros Matthew

Crowell Gayle A

Smith Gregory A

News Filter

Bain Capital Completes Acquisition of Envestnet

Reports Third Quarter 2024 Financial Results

Stockholders Approve Acquisition by Bain Capital

Reports Second Quarter 2024 Financial Results

Proxies Filter

Proxy related to merger

Preliminary proxy related to merger

Additional info about upcoming vote

Additional info about upcoming vote

Additional info about upcoming vote

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Notice of effectiveness

Notice of effectiveness

Notice of effectiveness

Notice of effectiveness

Notice of effectiveness