{"schema_version":"secwatch.filing_event.v1","accession":"0001213900-23-079156","form_type":"8-K","ticker":null,"cik":"0001337619","company_name":"ENVESTNET, INC.","filed_at":"2023-09-25T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.654379+00:00","generated_at":"2026-06-10T09:09:45.184585+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Envestnet names Joshua Warren as CFO; Peter D'Arrigo to step down November 15, 2023","bullets":["Warren joins as senior advisor Oct 9, becomes CFO Nov 15; D'Arrigo remains CFO until Nov 15 then advisor through Mar 31, 2024.","Warren previously BlackRock Managing Director, Global Head of Business Strategy for iShares and Index Investments.","D'Arrigo served as CFO since 2008; separation includes $1.625M severance, $450K 2023 bonus, and $89K prorated 2024 bonus.","Warren receives $425K base salary, 90% target bonus, $500K signing bonus, and $1.6M in equity grants (RSUs + PSUs) in Feb 2024.","Warren subject to 24-month non-compete and non-solicitation covenants."],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-23-079156","json":"https://secwatch.observer/filing/0001213900-23-079156.json","markdown":"https://secwatch.observer/filing/0001213900-23-079156.md","text":"https://secwatch.observer/filing/0001213900-23-079156.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1337619/000121390023079156/0001213900-23-079156-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1337619/000121390023079156/ea185701-8k_envestnet.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-10T09:09:45.184585+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"706b0a28c9","claim":"Joshua B. Warren was appointed as Chief Financial Officer at ENVESTNET, INC..","evidence_excerpt":"Joshua B. Warren will be joining Envestnet, Inc. as a senior advisor to the Company's Chief Executive Officer on or before October 9, 2023 and will become the Company's Chief Financial Officer effective November 15, 2023.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1337619/000121390023079156/0001213900-23-079156-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"daf5b0a3c5","claim":"Peter D'Arrigo departed as Chief Financial Officer at ENVESTNET, INC..","evidence_excerpt":"On September 25, 2023, Envestnet, Inc. (the “Company”) announced that Peter D'Arrigo will be stepping down as Chief Financial Officer effective November 15, 2023.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1337619/000121390023079156/0001213900-23-079156-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"stepping down"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}