Envestnet, Inc. Annual report pursuant to Section 13 and 15(d)

Annual report pursuant to Section 13 and 15(d)

Consolidated Statements of Stockholders' Equity

Consolidated Statements of Stockholders' Equity - USD ($) $ in Thousands	Total	Cumulative Effect, Period of Adoption, Adjustment	Accumulated Deficit	Accumulated Deficit Cumulative Effect, Period of Adoption, Adjustment	Common Stock	Treasury Stock	Additional Paid-in Capital	Additional Paid-in Capital Cumulative Effect, Period of Adoption, Adjustment	Accumulated Other Comprehensive Loss	Non-controlling Interest
Common stock, shares issued period start (in shares) at Dec. 31, 2018					61,238,898	(13,117,098)
Balance at period start at Dec. 31, 2018	$ 632,602		$ (58,882)		$ 306	$ (67,858)	$ 761,128		$ (994)	$ (1,098)
Increase (decrease) in shareholders' equity
Exercise of stock options (in shares)					783,216
Exercise of stock options	10,592				$ 4		10,588
Issuance of common stock - vesting of restricted stock units (in shares)					1,098,124
Issuance of common stock - vesting of restricted stock units	5				$ 5
Acquisition of business (in shares)					3,200,468
Acquisition of business	223,256				$ 16		223,240
Stock-based compensation expense	54,436						54,436			0
Shares withheld to satisfy tax withholdings (in shares)						(361,902)
Shares withheld to satisfy tax withholdings	(23,107)					$ (23,107)
Issuance of convertible notes	(12,251)						(12,251)
Foreign currency translation gains (losses), net	(755)								(755)
Net income (loss)	(17,202)		(16,782)							(420)
Common stock, shares issued period end (in shares) at Dec. 31, 2019					66,320,706	(13,479,000)
Balance at period end at Dec. 31, 2019	867,576	$ (1,138)	(75,664)	$ (1,138)	$ 331	$ (90,965)	1,037,141		(1,749)	(1,518)
Increase (decrease) in shareholders' equity
Exercise of stock options (in shares)					705,333
Exercise of stock options	10,760				$ 4		10,756
Issuance of common stock - vesting of restricted stock units (in shares)					804,982
Issuance of common stock - vesting of restricted stock units	4				$ 4
Issuance of common stock (in shares)					1,685
Issuance of common stock	126						126
Stock-based compensation expense	56,292						56,292
Shares withheld to satisfy tax withholdings (in shares)						(260,171)
Shares withheld to satisfy tax withholdings	(19,501)					$ (19,501)
Transfer of non-controlling units, net of tax	527						666			(139)
Issuance of convertible notes	61,859						61,859
Foreign currency translation gains (losses), net	1,351								1,351
Capital contribution - non-controlling interest	606						(66)			672
Net income (loss)	$ (2,644)		(3,110)							466
Common stock, shares issued period end (in shares) at Dec. 31, 2020	67,832,706				67,832,706	(13,739,171)
Balance at period end at Dec. 31, 2020	$ 975,818	$ (79,842)	(79,912)	$ 28,628	$ 339	$ (110,466)	1,166,774	$ (108,470)	(398)	(519)
Increase (decrease) in shareholders' equity
Exercise of stock options (in shares)					76,303
Exercise of stock options	2,090						2,090
Issuance of common stock - vesting of restricted stock units (in shares)					891,466
Issuance of common stock - vesting of restricted stock units	5				$ 5
Issuance of common stock (in shares)					78,677
Issuance of common stock	4,068						4,068
Stock-based compensation expense	67,525						67,525
Shares withheld to satisfy tax withholdings (in shares)						(291,405)
Shares withheld to satisfy tax withholdings	(20,529)					$ (20,529)
Share repurchases (in shares)						(55,488)
Share repurchases	(4,001)					$ (4,001)
Foreign currency translation gains (losses), net	(1,501)								(1,501)
Capital contribution - non-controlling interest	3,201						(127)			3,328
Other	14						(232)			246
Net income (loss)	$ 12,694		13,296							(602)
Common stock, shares issued period end (in shares) at Dec. 31, 2021	68,879,152				68,879,152	(14,086,064)
Balance at period end at Dec. 31, 2021	$ 959,542		$ (37,988)		$ 344	$ (134,996)	$ 1,131,628		$ (1,899)	$ 2,453