CIK 0001863105
ESMT EngageSmart, Inc.
Insider trading from SEC Form 4. Last filing Jan 29, 2024.
In brief
EngageSmart, Inc. (ESMT) has 23 SEC Form 4 filings on file from 11 insiders, the latest filed on Jan 29, 2024. No insider bought or sold on the open market in the last 90 days; rows filed in that time are grants, exercises, tax withholding and other transactions that carry no view on the price.
7 open-market trades have been scored at ESMT. The newest: Jonathan Cole Seltzer (President, SMB Solutions) sold $80k of stock on Jan 2, 2024, filed Jan 3, 2024, scored 12 (weak), under a 10b5-1 plan. The largest of the 7 shown: Patrick F Donovan (Chief Accounting Officer) sold $731k on Nov 27, 2023, scored 56 (moderate). 2 insiders sold within 14 days of each other around Jan 2, 2024.
4 Form 144 notices of planned sales are on file, the latest filed Jan 2, 2024.
Last 90 days
Signals
Open-market buys and sells at EngageSmart, Inc., scored.
| Score | Insider | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 12Weak | Jonathan Cole Seltzer President, SMB Solutions sell | $80k 3,500 shares | -49% | - | |
| 1Weak | Kevin William O'Brien See Remarks sell | $69k 3,000 shares | -12% | - | |
| 29Weak | Jonathan Cole Seltzer President, SMB Solutions sell | $80k 3,500 shares | -68% | - | |
| 23Weak | Kevin William O'Brien See Remarks sell | $68k 3,000 shares | -11% | - | |
| 56Moderate | Patrick F Donovan Chief Accounting Officer sell | $731k 32,000 shares | -89% | - | |
| 22Weak | Jonathan Cole Seltzer President, SMB Solutions sell | $79k 3,500 shares | -68% | - | |
| 1Weak | Kevin William O'Brien See Remarks sell | $68k 3,000 shares | -10% | - |
Planned sales
Form 144 notices filed before a sale of restricted or control stock, newest first. The sale itself usually reaches a Form 4 within days. All planned sales
| Filed | Seller | Shares | Value | Sale date | Past 3 months |
|---|---|---|---|---|---|
| Jan 2, 2024 | KEVIN W O'BRIEN Officer | 3,000 0.00% of outstanding | $69k | Jan 2, 2024 | $136k |
| Jan 2, 2024 | JONATHAN SELTZER Officer | 7,000 0.00% of outstanding | $160k | Jan 2, 2024 | $159k |
| Dec 1, 2023 | KEVIN W O'BRIEN Officer | 3,000 0.00% of outstanding | $68k | Dec 1, 2023 | $123k |
| Nov 1, 2023 | KEVIN W OBRIEN Officer | 3,000 0.00% of outstanding | $68k | Nov 1, 2023 | $108k |
Transactions
The newest 50 of 85 rows filed, every code.
| Date | Insider | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Jan 26, 2024 | David E Mangum director | DDisposition to issuer Common Stock | -8,500 | $23.00 | $196k | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Robert Paul Bennett Chief Executive Officer | DDisposition to issuer Common Stock | -859,710 | $23.00 | $20M | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Diego A Rodriguez director | DDisposition to issuer Common Stock | -11,409 | $23.00 | $262k | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Scott N Semel Chief Legal Officer | DDisposition to issuer Common Stock | -41,729 | $23.00 | $960k | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Jonathan Cole Seltzer President, SMB Solutions | DDisposition to issuer Common Stock | -3,663 | $23.00 | $84k | 0 | Jan 29, 2024 |
| Jan 26, 2024 | General Atlantic Partners (Bermuda) EU, L.P. director, owner | JOther Common Stock, par value $0.001 per shareindirect: See footnote | -43,943,144 | - | - | 46,328,396 | Jan 29, 2024 |
| Jan 26, 2024 | General Atlantic, L.p. director, owner | JOther Common Stock, par value $0.001 per shareindirect: See footnote | -43,943,144 | - | - | 46,328,396 | Jan 29, 2024 |
| Jan 26, 2024 | Deborah A. Dunnam director | DDisposition to issuer Common Stock | -21,191 | $23.00 | $487k | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Patrick F Donovan Chief Accounting Officer | DDisposition to issuer Common Stock | -5,318 | $23.00 | $122k | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Cassandra Hudson Chief Financial Officer | DDisposition to issuer Common Stock | -74,326 | $23.00 | $1.7M | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Kevin William O'Brien See Remarks | DDisposition to issuer Common Stock | -22,094 | $23.00 | $508k | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Scott N Semel Chief Legal Officer | DDisposition to issuer Restricted Stock Unitsderivative | -102,625 | - | - | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Diego A Rodriguez director | DDisposition to issuer Restricted Stock Unitsderivative | -17,106 | - | - | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Kevin William O'Brien See Remarks | DDisposition to issuer Restricted Stock Unitsderivative | -120,467 | - | - | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Jonathan Cole Seltzer President, SMB Solutions | DDisposition to issuer Restricted Stock Unitsderivative | -33,780 | - | - | 0 | Jan 29, 2024 |
| Jan 26, 2024 | General Atlantic Partners (Bermuda) EU, L.P. director, owner | DDisposition to issuer Common Stock, par value $0.001 per shareindirect: See footnote | -46,328,396 | $23.00 | $1.1B | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Deborah A. Dunnam director | DDisposition to issuer Restricted Stock Unitsderivative | -16,089 | - | - | 0 | Jan 29, 2024 |
| Jan 26, 2024 | General Atlantic, L.p. director, owner | DDisposition to issuer Common Stock, par value $0.001 per shareindirect: See footnote | -46,328,396 | $23.00 | $1.1B | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Robert Paul Bennett Chief Executive Officer | DDisposition to issuer Common Stockindirect: The Robert P. Bennett 2020 Grantor Retained Annuity Trust | -809,877 | $23.00 | $19M | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Cassandra Hudson Chief Financial Officer | DDisposition to issuer Restricted Stock Unitsderivative | -109,796 | - | - | 0 | Jan 29, 2024 |
| Jan 26, 2024 | David E Mangum director | DDisposition to issuer Restricted Stock Unitsderivative | -9,550 | - | - | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Patrick F Donovan Chief Accounting Officer | DDisposition to issuer Restricted Stock Unitsderivative | -41,738 | - | - | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Patrick F Donovan Chief Accounting Officer | DDisposition to issuer Option to Purchase Common Stockderivative | -28,000 | - | - | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Robert Paul Bennett Chief Executive Officer | DDisposition to issuer Common Stockindirect: The Bennett Family 2020 Trust | -1,332,000 | $23.00 | $31M | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Jonathan Cole Seltzer President, SMB Solutions | DDisposition to issuer Option to Purchase Common Stockderivative | -202,808 | - | - | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Cassandra Hudson Chief Financial Officer | DDisposition to issuer Option to Purchase Common Stockderivative | -635,000 | - | - | 0 | Jan 29, 2024 |
| Jan 26, 2024 | David E Mangum director | DDisposition to issuer Option to Purchase Common Stockderivative | -225,000 | - | - | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Robert Paul Bennett Chief Executive Officer | DDisposition to issuer Restricted Stock Unitsderivative | -249,352 | - | - | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Jonathan Cole Seltzer President, SMB Solutions | DDisposition to issuer Option to Purchase Common Stockderivative | -150,000 | - | - | 0 | Jan 29, 2024 |
| Jan 26, 2024 | Robert Paul Bennett Chief Executive Officer | DDisposition to issuer Option to Purchase Common Stockderivative | -427,911 | - | - | 0 | Jan 29, 2024 |
| Jan 19, 2024 | Diego A Rodriguez director | MOption exercise Common Stock | +7,556 | $0.00 | $0 | 11,409 | Jan 22, 2024 |
| Jan 19, 2024 | Diego A Rodriguez director | MOption exercise Restricted Stock Unitsderivative | -7,556 | $0.00 | $0 | 7,556 | Jan 22, 2024 |
| Jan 1, 2024 | Jonathan Cole Seltzer President, SMB Solutions | MOption exercise Common Stock10b5-1 | +1,201 | $0.00 | $0 | 2,872 | Jan 3, 2024 |
| Jan 1, 2024 | Robert Paul Bennett Chief Executive Officer | MOption exercise Common Stock | +2,404 | $0.00 | $0 | 847,104 | Jan 3, 2024 |
| Jan 1, 2024 | Patrick F Donovan Chief Accounting Officer | MOption exercise Common Stock | +449 | $0.00 | $0 | 4,579 | Jan 3, 2024 |
| Jan 1, 2024 | Kevin William O'Brien See Remarks | MOption exercise Common Stock10b5-1 | +2,114 | $0.00 | $0 | 25,827 | Jan 3, 2024 |
| Jan 1, 2024 | Scott N Semel Chief Legal Officer | MOption exercise Common Stock | +6,706 | $0.00 | $0 | 41,587 | Jan 3, 2024 |
| Jan 1, 2024 | Cassandra Hudson Chief Financial Officer | MOption exercise Common Stock | +3,605 | $0.00 | $0 | 72,382 | Jan 3, 2024 |
| Jan 1, 2024 | Robert Paul Bennett Chief Executive Officer | FTax withholding Common Stock | -833 | $22.90 | $19k | 846,271 | Jan 3, 2024 |
| Jan 1, 2024 | Jonathan Cole Seltzer President, SMB Solutions | FTax withholding Common Stock10b5-1 | -479 | $22.90 | $11k | 2,393 | Jan 3, 2024 |
| Jan 1, 2024 | Patrick F Donovan Chief Accounting Officer | FTax withholding Common Stock | -156 | $22.90 | $3,572 | 4,423 | Jan 3, 2024 |
| Jan 1, 2024 | Cassandra Hudson Chief Financial Officer | FTax withholding Common Stock | -1,790 | $22.90 | $41k | 70,592 | Jan 3, 2024 |
| Jan 1, 2024 | Kevin William O'Brien See Remarks | FTax withholding Common Stock10b5-1 | -733 | $22.90 | $17k | 25,094 | Jan 3, 2024 |
| Jan 1, 2024 | Scott N Semel Chief Legal Officer | FTax withholding Common Stock | -2,324 | $22.90 | $53k | 39,263 | Jan 3, 2024 |
| Jan 2, 2024 | Kevin William O'Brien See Remarks | SOpen-market sale Common Stock10b5-1 | -3,000 | $22.90 | $69k | 22,094 | Jan 3, 2024 |
| Jan 1, 2024 | Robert Paul Bennett Chief Executive Officer | MOption exercise Common Stock | +19,377 | $0.00 | $0 | 865,648 | Jan 3, 2024 |
| Jan 1, 2024 | Patrick F Donovan Chief Accounting Officer | MOption exercise Common Stock | +1,370 | $0.00 | $0 | 5,793 | Jan 3, 2024 |
| Jan 1, 2024 | Cassandra Hudson Chief Financial Officer | MOption exercise Common Stock | +7,046 | $0.00 | $0 | 77,638 | Jan 3, 2024 |
| Jan 1, 2024 | Jonathan Cole Seltzer President, SMB Solutions | MOption exercise Common Stock10b5-1 | +2,114 | $0.00 | $0 | 4,507 | Jan 3, 2024 |
| Jan 1, 2024 | Scott N Semel Chief Legal Officer | MOption exercise Common Stock | +3,523 | $0.00 | $0 | 42,786 | Jan 3, 2024 |
Insiders
Everyone who has filed a Form 4 here.
- Robert Paul BennettChief Executive Officer
- Patrick F DonovanChief Accounting Officer
- Deborah A. Dunnamdirector
- General Atlantic, L.p.director, owner
- General Atlantic Partners (Bermuda) EU, L.P.director, owner
- Cassandra HudsonChief Financial Officer
- David E Mangumdirector
- Kevin William O'BrienSee Remarks
- Diego A Rodriguezdirector
- Scott N SemelChief Legal Officer
- Jonathan Cole SeltzerPresident, SMB Solutions
Questions about ESMT
Answered from the filings on this page, as of the latest one.
Are insiders buying ESMT?
No. In the last 90 days no insider at EngageSmart, Inc. bought or sold shares on the open market according to SEC Form 4 filings. The rows on file from that period are grants, exercises, tax withholding or other transactions, which carry no view on the price.
Who was the last insider to trade ESMT on the open market?
Jonathan Cole Seltzer (President, SMB Solutions) sold $80k of ESMT on Jan 2, 2024 and filed the Form 4 on Jan 3, 2024. InsiderTell scored 12 (weak), under a 10b5-1 plan, with 2 insiders on the same side within 14 days.
How many insiders file Form 4 at EngageSmart, Inc.?
11 people have filed a Form 4 at EngageSmart, Inc., among them Robert Paul Bennett (Chief Executive Officer), Patrick F Donovan (Chief Accounting Officer), Deborah A. Dunnam (director). Officers, directors and holders of more than 10% of a share class must report their trades within two business days.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.