sellWeak cluster of 210b5-1 plan
Kevin William O'Brien sold $68k of ESMT
See Remarks at EngageSmart, Inc.. 3,000 shares at an average of $22.66, traded Nov 1, 2023, filed Nov 3, 2023.
Warning score
1Value
$68k
3,000 shares
Holdings after
26,713
-10% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet
Score components
- +15RoleOfficer
- +8Trade size$68k at market
- +5Share of holdings soldSold 10% of holdings
- +8Cluster2 insiders selling within 14 days
- -15Exercise and sellShares came from an option exercise in the same filing
- -2010b5-1 planPre-scheduled under a 10b5-1 plan
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
Rows in this filing
Every transaction in Form 4 0000950170-23-058958, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Nov 1, 2023 | MOption exercise Common Stock10b5-1 | +10,567 | $0.00 | $0 | 34,400 | Nov 3, 2023 |
| Nov 1, 2023 | FTax withholding Common Stock10b5-1 | -4,687 | $22.64 | $106k | 29,713 | Nov 3, 2023 |
| Nov 1, 2023 | SOpen-market sale Common Stock10b5-1 | -3,000 | $22.66 | $68k | 26,713 | Nov 3, 2023 |
| Nov 1, 2023 | MOption exercise Restricted Stock Unitsderivative10b5-1 | -10,567 | $0.00 | $0 | 95,101 | Nov 3, 2023 |
Related signals
Other insiders at EngageSmart, Inc. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 12Weak | EngageSmart, Inc. | Jonathan Cole Seltzer President, SMB Solutions | $80k 3,500 shares | -49% | |
| 1Weak | EngageSmart, Inc. | Kevin William O'Brien See Remarks | $69k 3,000 shares | -12% | |
| 29Weak | EngageSmart, Inc. | Jonathan Cole Seltzer President, SMB Solutions | $80k 3,500 shares | -68% | |
| 23Weak | EngageSmart, Inc. | Kevin William O'Brien See Remarks | $68k 3,000 shares | -11% | |
| 56Moderate | EngageSmart, Inc. | Patrick F Donovan Chief Accounting Officer | $731k 32,000 shares | -89% | |
| 22Weak | EngageSmart, Inc. | Jonathan Cole Seltzer President, SMB Solutions | $79k 3,500 shares | -68% |
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.