sellWeak cluster of 210b5-1 plan
Jonathan Cole Seltzer sold $80k of ESMT
President, SMB Solutions at EngageSmart, Inc.. 3,500 shares at an average of $22.90, traded Jan 2, 2024, filed Jan 3, 2024.
Warning score
12Value
$80k
3,500 shares
Holdings after
3,663
-49% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet
Score components
- +20RolePresident
- +9Trade size$80k at market
- +10Share of holdings soldSold 49% 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 0000950170-24-001403, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Jan 1, 2024 | MOption exercise Common Stock10b5-1 | +1,201 | $0.00 | $0 | 2,872 | Jan 3, 2024 |
| Jan 1, 2024 | FTax withholding Common Stock10b5-1 | -479 | $22.90 | $11k | 2,393 | Jan 3, 2024 |
| Jan 1, 2024 | MOption exercise Common Stock10b5-1 | +2,114 | $0.00 | $0 | 4,507 | Jan 3, 2024 |
| Jan 1, 2024 | FTax withholding Common Stock10b5-1 | -844 | $22.90 | $19k | 3,663 | Jan 3, 2024 |
| Jan 2, 2024 | MOption exercise Common Stock10b5-1 | +3,500 | $3.02 | $11k | 7,163 | Jan 3, 2024 |
| Jan 2, 2024 | SOpen-market sale Common Stock10b5-1 | -3,500 | $22.90 | $80k | 3,663 | Jan 3, 2024 |
| Jan 1, 2024 | MOption exercise Restricted Stock Unitsderivative10b5-1 | -1,201 | $0.00 | $0 | 8,414 | Jan 3, 2024 |
| Jan 1, 2024 | MOption exercise Restricted Stock Unitsderivative10b5-1 | -2,114 | $0.00 | $0 | 25,366 | Jan 3, 2024 |
| Jan 2, 2024 | MOption exercise Stock Optionderivative10b5-1 | -3,500 | $0.00 | $0 | 202,808 | Jan 3, 2024 |
Related signals
Other insiders at EngageSmart, Inc. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 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% | |
| 1Weak | EngageSmart, Inc. | Kevin William O'Brien See Remarks | $68k 3,000 shares | -10% | |
| 63Notable | EngageSmart, Inc. | Robert Paul Bennett Chief Executive Officer | $4.8M 265,325 shares | -24% | |
| 45Moderate | EngageSmart, Inc. | Summit Partners L P owner | $4.6M 252,727 shares | -1% | |
| 45Moderate | EngageSmart, Inc. | Summit Partners L P owner | $30M 1,669,052 shares | -6% | |
| 20Weak | EngageSmart, Inc. | Robert Paul Bennett Chief Executive Officer | $2.2M 126,000 shares | -11% |
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.