Insider · CIK 0001906605
Kevin William O'Brien
Files at ESMT (EngageSmart, Inc.). First filing Nov 3, 2023, latest Jan 3, 2024.
In brief
Kevin William O'Brien files SEC Form 4 as officer at ESMT (EngageSmart, Inc.). Since Nov 3, 2023, Kevin William O'Brien has reported 0 open-market buys worth $0 and 3 open-market sells worth $205k, the latest filed on Jan 3, 2024.
A track record needs three past buys with six months of prices behind them; Kevin William O'Brien has 0, so none is measured yet.
The newest scored trade: sold $69k of ESMT on Jan 2, 2024, filed Jan 3, 2024, scored 1 (weak), under a 10b5-1 plan.
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 1Weak | EngageSmart, Inc. | $69k 3,000 shares | -12% | - | |
| 23Weak | EngageSmart, Inc. | $68k 3,000 shares | -11% | - | |
| 1Weak | EngageSmart, Inc. | $68k 3,000 shares | -10% | - |
Planned sales
Form 144 notices this insider filed before selling restricted or control stock, newest first.
| Filed | Company | Shares | Value | Sale date | Past 3 months |
|---|---|---|---|---|---|
| Jan 2, 2024 | ESMT ENGAGESMART, INC. | 3,000 0.00% of outstanding | $69k | Jan 2, 2024 | $136k |
| Dec 1, 2023 | ENGAGESMART, INC. | 3,000 0.00% of outstanding | $68k | Dec 1, 2023 | $123k |
| Nov 1, 2023 | EngageSmart, Inc. | 3,000 0.00% of outstanding | $68k | Nov 1, 2023 | $108k |
Transactions
Every row this insider has filed, 11 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Jan 26, 2024 | ESMT EngageSmart, Inc. | DDisposition to issuer Common Stock | -22,094 | $23.00 | $508k | 0 | Jan 29, 2024 |
| Jan 26, 2024 | ESMT EngageSmart, Inc. | DDisposition to issuer Restricted Stock Unitsderivative | -120,467 | - | - | 0 | Jan 29, 2024 |
| Jan 1, 2024 | ESMT EngageSmart, Inc. | MOption exercise Common Stock10b5-1 | +2,114 | $0.00 | $0 | 25,827 | Jan 3, 2024 |
| Jan 1, 2024 | ESMT EngageSmart, Inc. | FTax withholding Common Stock10b5-1 | -733 | $22.90 | $17k | 25,094 | Jan 3, 2024 |
| Jan 2, 2024 | ESMT EngageSmart, Inc. | SOpen-market sale Common Stock10b5-1 | -3,000 | $22.90 | $69k | 22,094 | Jan 3, 2024 |
| Jan 1, 2024 | ESMT EngageSmart, Inc. | MOption exercise Restricted Stock Unitsderivative10b5-1 | -2,114 | $0.00 | $0 | 25,366 | Jan 3, 2024 |
| Dec 1, 2023 | ESMT EngageSmart, Inc. | SOpen-market sale Common Stock10b5-1 | -3,000 | $22.82 | $68k | 23,713 | Dec 5, 2023 |
| Nov 1, 2023 | ESMT EngageSmart, Inc. | MOption exercise Common Stock10b5-1 | +10,567 | $0.00 | $0 | 34,400 | Nov 3, 2023 |
| Nov 1, 2023 | ESMT EngageSmart, Inc. | FTax withholding Common Stock10b5-1 | -4,687 | $22.64 | $106k | 29,713 | Nov 3, 2023 |
| Nov 1, 2023 | ESMT EngageSmart, Inc. | SOpen-market sale Common Stock10b5-1 | -3,000 | $22.66 | $68k | 26,713 | Nov 3, 2023 |
| Nov 1, 2023 | ESMT EngageSmart, Inc. | MOption exercise Restricted Stock Unitsderivative10b5-1 | -10,567 | $0.00 | $0 | 95,101 | Nov 3, 2023 |
Questions about Kevin William O'Brien
Answered from the filings on this page, as of the latest one.
Is Kevin William O'Brien buying or selling?
Not in the last 12 months. Kevin William O'Brien's latest open-market trade on SEC Form 4 was sold $69k of ESMT on Jan 2, 2024.
How did Kevin William O'Brien's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Kevin William O'Brien has 0.
Where does Kevin William O'Brien file Form 4?
Kevin William O'Brien has filed Form 4 at ESMT (EngageSmart, Inc.) as See Remarks. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
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.