Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALKAMI TECHNOLOGY, INC.ALKT · Entity 1625 | Chief Financial Officer | September 01, 2026 | September 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ALKAMI TECHNOLOGY, INC.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 324,458 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 8,293 · Balance 324,458 F1: 1. Represents shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: 1. Represents shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of restricted stock units.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Carbonite Inc
Report date December 24, 2019 · Filed December 26, 2019
Section 16 reporting ended · disclosed 2019-12-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2019-12-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-12-24 · Other · Disposed 11,951 · Balance 47,156 F1: On November 10, 2019, Carbonite, Inc. (the "Company") entered into an Agreement and Plan of Merger (the "Merger Agreement") with Open Text Corporation ("OpenText") and Coral Merger Sub Inc., a wholly owned subsidiary of OpenText ("Purchaser"). On December 24, 2019, Purchaser merged with and into the Company pursuant to Section 251(h) of the General Corporation Law of the State of Delaware, with the Company being the surviving corporation and becoming a wholly-owned subsidiary of OpenText. Pursuant to the terms of the Merger Agreement, each share of Company common stock held by the Reporting Person and not subject to contractual restrictions was validly tendered for $23.00 per share in cash, without interest and net of any required withholding of taxes. Row 2 · 2019-12-24 · Disposition to issuer · Disposed 47,156 · Balance 0 F2: Pursuant to the terms of the Merger Agreement, each share of Company common stock was converted into the right to receive an amount in cash equal to $23.00, without interest and net of any required withholding of taxes. F3: Represents restricted stock units and performance-based restricted stock units (a "Company RSU and PRSU") held by the Reporting Person, whether or not vested. Pursuant to the terms of the Merger Agreement, each Company RSU and PRSU held by the Reporting Person was converted into the right to receive an amount in cash equal to the product of (i) $23.00 and (ii) the number of shares of Company common stock subject to such Company RSU and PRSU. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.40 · Expires 2024-10-28 | Direct | 0 |
Reported balance
After 2019-12-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-12-24 · Disposition to issuer · Disposed 1,562 · Balance 0 F5: Pursuant to the terms of the Merger Agreement, each option to purchase shares of Company common stock, whether or not vested and which have a per share exercise price that is less than $23.00 (each, an "In the Money Option") held by the Reporting Person was cancelled and converted into the right to a cash payment equal to (i) the excess, if any, of (A) $23.00 over (B) the exercise price payable per share of Company common stock under such In the Money Option, multiplied by (ii) the total number of shares of Company common stock subject to such In the Money Option. F4: This option became exercisable in 16 equal quarterly installments beginning on January 28, 2015. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 10, 2019, Carbonite, Inc. (the "Company") entered into an Agreement and Plan of Merger (the "Merger Agreement") with Open Text Corporation ("OpenText") and Coral Merger Sub Inc., a wholly owned subsidiary of OpenText ("Purchaser"). On December 24, 2019, Purchaser merged with and into the Company pursuant to Section 251(h) of the General Corporation Law of the State of Delaware, with the Company being the surviving corporation and becoming a wholly-owned subsidiary of OpenText. Pursuant to the terms of the Merger Agreement, each share of Company common stock held by the Reporting Person and not subject to contractual restrictions was validly tendered for $23.00 per share in cash, without interest and net of any required withholding of taxes.
F2: Pursuant to the terms of the Merger Agreement, each share of Company common stock was converted into the right to receive an amount in cash equal to $23.00, without interest and net of any required withholding of taxes.
F3: Represents restricted stock units and performance-based restricted stock units (a "Company RSU and PRSU") held by the Reporting Person, whether or not vested. Pursuant to the terms of the Merger Agreement, each Company RSU and PRSU held by the Reporting Person was converted into the right to receive an amount in cash equal to the product of (i) $23.00 and (ii) the number of shares of Company common stock subject to such Company RSU and PRSU.
F4: This option became exercisable in 16 equal quarterly installments beginning on January 28, 2015.
F5: Pursuant to the terms of the Merger Agreement, each option to purchase shares of Company common stock, whether or not vested and which have a per share exercise price that is less than $23.00 (each, an "In the Money Option") held by the Reporting Person was cancelled and converted into the right to a cash payment equal to (i) the excess, if any, of (A) $23.00 over (B) the exercise price payable per share of Company common stock under such In the Money Option, multiplied by (ii) the total number of shares of Company common stock subject to such In the Money Option.
EngageSmart, Inc.
Report date January 26, 2024 · Filed January 29, 2024
Section 16 reporting ended · disclosed 2024-01-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-01-26 transaction · row 1
1 source rowRow 1 · 2024-01-26 · Disposition to issuer · Disposed 74,326 · Balance 0 F1: This Form 4 reports securities disposed of under the Agreement and Plan of Merger (the "Merger Agreement"), dated October 23, 2023, among EngageSmart, Inc. (the "Company"), Icefall Parent, Inc. ("Parent"), and Icefall Merger Sub, LLC ("Merger Sub"), under which Merger Sub was merged with and into the Company (the "Merger"), with the Company continuing as the surviving corporation in the Merger. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock of the Company ("Shares") was cancelled and converted into the right to receive $23.00 in cash (the "Per Share Price") without interest thereon. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-01-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-01-26 · Disposition to issuer · Disposed 109,796 · Balance 0 F2: Each Company restricted stock unit ("Company RSUs") represented a contingent right to receive one Share upon vesting of the Company RSU. F3: Under the Merger Agreement, at the Effective Time, each Company RSU reported in this Form 4 was cancelled and converted into the contingent right to receive from Parent or the Company a converted cash award (a "Converted Cash Award") with respect to an aggregate amount in cash equal in value to (A) the total number of Shares subject to such Company RSU immediately prior to the Effective Time multiplied by (B) the Per Share Price, which Converted Cash Award will remain subject to the same vesting terms and conditions of the corresponding Company RSU. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $3.46 | Direct | 0 |
Reported balance
After 2024-01-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-01-26 · Disposition to issuer · Disposed 635,000 · Balance 0 F4: Under the Merger Agreement, at the Effective Time, each option to purchase Shares (a "Company Option") that was reported in this Form 4 was cancelled and converted into the right to receive an amount (without interest) in cash equal in value to (A) the total number of Shares subject to such Company Option multiplied by (B) the excess, if any, of the Per Share Price over the exercise price per Share underlying such Company Option. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 reports securities disposed of under the Agreement and Plan of Merger (the "Merger Agreement"), dated October 23, 2023, among EngageSmart, Inc. (the "Company"), Icefall Parent, Inc. ("Parent"), and Icefall Merger Sub, LLC ("Merger Sub"), under which Merger Sub was merged with and into the Company (the "Merger"), with the Company continuing as the surviving corporation in the Merger. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock of the Company ("Shares") was cancelled and converted into the right to receive $23.00 in cash (the "Per Share Price") without interest thereon.
F2: Each Company restricted stock unit ("Company RSUs") represented a contingent right to receive one Share upon vesting of the Company RSU.
F3: Under the Merger Agreement, at the Effective Time, each Company RSU reported in this Form 4 was cancelled and converted into the contingent right to receive from Parent or the Company a converted cash award (a "Converted Cash Award") with respect to an aggregate amount in cash equal in value to (A) the total number of Shares subject to such Company RSU immediately prior to the Effective Time multiplied by (B) the Per Share Price, which Converted Cash Award will remain subject to the same vesting terms and conditions of the corresponding Company RSU.
F4: Under the Merger Agreement, at the Effective Time, each option to purchase Shares (a "Company Option") that was reported in this Form 4 was cancelled and converted into the right to receive an amount (without interest) in cash equal in value to (A) the total number of Shares subject to such Company Option multiplied by (B) the excess, if any, of the Per Share Price over the exercise price per Share underlying such Company Option.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 20:10 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Tax withholdingCommon Stock | 8,293 | $19.44 | $161,215.92 |
DisclosureSEC source: 0001628280-26-060439 · wk-form4_1788466220.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 324,458 F1 · shares: 1. Represents shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of restricted stock units. Read SEC document |
| August 07, 2026 Filed Aug 11, 2026 20:40 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 52,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001623950-26-000009 · wk-form4_1786480844.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 332,751 F1 · shares: Represents restricted stock units ("RSUs") which vest in 16 quarterly installments with a vesting commencement date of June 1, 2026. Each RSU represents a contingent right to receive one share of common stock. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 23:17 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | Tax withholdingCommon Stock | 6,122 | $18.95 | $116,011.90 |
DisclosureSEC source: 0001623950-26-000006 · wk-form4_1780528657.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 280,635 F1 · shares: Represents shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of restricted stock units. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 00:05 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | SaleCommon Stock | 6,869 | $16.90 | $116,086.10 |
DisclosureSEC source: 0001623950-26-000003 · wk-form4_1772669144.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 286,757 F1 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| November 29, 2025 Filed Dec 2, 2025 22:01 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 293,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001623950-25-000008 · wk-form4_1764712897.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,626 F1 · shares: Represents restricted stock units ("RSUs") which vest in 16 quarterly installments with a vesting commencement date of December 1, 2025. Each RSU represents a contingent right to receive one share of common stock. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 17:41 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Disposition to issuerOption to Purchase Common Stock · Derivative | 635,000 | Not disclosed Strike: $3.46 | Not disclosed |
DisclosureSEC source: 0000950170-24-008426 · ownership.xml · derivative · entry 3 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 635,000 shares Expires not disclosed F4 · price: Under the Merger Agreement, at the Effective Time, each option to purchase Shares (a "Company Option") that was reported in this Form 4 was cancelled and converted into the right to receive an amount (without interest) in cash equal in value to (A) the total number of Shares subject to such Company Option multiplied by (B) the excess, if any, of the Per Share Price over the exercise price per Share underlying such Company Option. F4 · derivative.exercise_date: Under the Merger Agreement, at the Effective Time, each option to purchase Shares (a "Company Option") that was reported in this Form 4 was cancelled and converted into the right to receive an amount (without interest) in cash equal in value to (A) the total number of Shares subject to such Company Option multiplied by (B) the excess, if any, of the Per Share Price over the exercise price per Share underlying such Company Option. F4 · derivative.expiration_date: Under the Merger Agreement, at the Effective Time, each option to purchase Shares (a "Company Option") that was reported in this Form 4 was cancelled and converted into the right to receive an amount (without interest) in cash equal in value to (A) the total number of Shares subject to such Company Option multiplied by (B) the excess, if any, of the Per Share Price over the exercise price per Share underlying such Company Option. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 17:41 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Disposition to issuerRestricted Stock Units · Derivative | 109,796 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-008426 · ownership.xml · derivative · entry 2 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 109,796 shares Expires not disclosed F2 · derivative.exercise_price: Each Company restricted stock unit ("Company RSUs") represented a contingent right to receive one Share upon vesting of the Company RSU. F3 · price: Under the Merger Agreement, at the Effective Time, each Company RSU reported in this Form 4 was cancelled and converted into the contingent right to receive from Parent or the Company a converted cash award (a "Converted Cash Award") with respect to an aggregate amount in cash equal in value to (A) the total number of Shares subject to such Company RSU immediately prior to the Effective Time multiplied by (B) the Per Share Price, which Converted Cash Award will remain subject to the same vesting terms and conditions of the corresponding Company RSU. F3 · derivative.exercise_date: Under the Merger Agreement, at the Effective Time, each Company RSU reported in this Form 4 was cancelled and converted into the contingent right to receive from Parent or the Company a converted cash award (a "Converted Cash Award") with respect to an aggregate amount in cash equal in value to (A) the total number of Shares subject to such Company RSU immediately prior to the Effective Time multiplied by (B) the Per Share Price, which Converted Cash Award will remain subject to the same vesting terms and conditions of the corresponding Company RSU. F3 · derivative.expiration_date: Under the Merger Agreement, at the Effective Time, each Company RSU reported in this Form 4 was cancelled and converted into the contingent right to receive from Parent or the Company a converted cash award (a "Converted Cash Award") with respect to an aggregate amount in cash equal in value to (A) the total number of Shares subject to such Company RSU immediately prior to the Effective Time multiplied by (B) the Per Share Price, which Converted Cash Award will remain subject to the same vesting terms and conditions of the corresponding Company RSU. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 17:41 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Disposition to issuerCommon Stock | 74,326 | $23.00 | $1,709,498.00 |
DisclosureSEC source: 0000950170-24-008426 · ownership.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: This Form 4 reports securities disposed of under the Agreement and Plan of Merger (the "Merger Agreement"), dated October 23, 2023, among EngageSmart, Inc. (the "Company"), Icefall Parent, Inc. ("Parent"), and Icefall Merger Sub, LLC ("Merger Sub"), under which Merger Sub was merged with and into the Company (the "Merger"), with the Company continuing as the surviving corporation in the Merger. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock of the Company ("Shares") was cancelled and converted into the right to receive $23.00 in cash (the "Per Share Price") without interest thereon. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 20:44 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 7,046 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-001411 · ownership.xml · derivative · entry 6 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,555 Underlying: Common Stock · 7,046 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F4 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on April 1, 2023 and have no expiration date. F4 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments commencing on April 1, 2023 and have no expiration date. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 20:44 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 3,605 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-001411 · ownership.xml · derivative · entry 5 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,241 Underlying: Common Stock · 3,605 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. F3 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 20:44 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 3,312 | $22.90 | $75,844.80 |
DisclosureSEC source: 0000950170-24-001411 · ownership.xml · nonDerivative · entry 4 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,326 F1 · kind: Represents the number of common stock withheld to satisfy the tax withholding obligation in connection with the vesting of certain previously reported restricted stock units ("RSUs"). Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 20:44 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 7,046 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-001411 · ownership.xml · nonDerivative · entry 3 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,638 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 20:44 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 1,790 | $22.90 | $40,991.00 |
DisclosureSEC source: 0000950170-24-001411 · ownership.xml · nonDerivative · entry 2 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,592 F1 · kind: Represents the number of common stock withheld to satisfy the tax withholding obligation in connection with the vesting of certain previously reported restricted stock units ("RSUs"). Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 20:44 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 3,605 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-001411 · ownership.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,382 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:46 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 7,046 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-051595 · ownership.xml · derivative · entry 6 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,601 Underlying: Common Stock · 7,046 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F4 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on April 1, 2023 and have no expiration date. F4 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments commencing on April 1, 2023 and have no expiration date. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:46 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 3,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-051595 · ownership.xml · derivative · entry 5 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,846 Underlying: Common Stock · 3,606 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. F3 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:46 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 3,125 | $17.99 | $56,218.75 |
DisclosureSEC source: 0000950170-23-051595 · ownership.xml · nonDerivative · entry 4 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,777 F1 · kind: Represents the number of common stock withheld to satisfy the tax withholding obligation in connection with the vesting of certain previously reported restricted stock units ("RSUs"). Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:46 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 7,046 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-051595 · ownership.xml · nonDerivative · entry 3 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,902 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:46 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 1,600 | $17.99 | $28,784.00 |
DisclosureSEC source: 0000950170-23-051595 · ownership.xml · nonDerivative · entry 2 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,856 F1 · kind: Represents the number of common stock withheld to satisfy the tax withholding obligation in connection with the vesting of certain previously reported restricted stock units ("RSUs"). Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:46 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 3,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-051595 · ownership.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,456 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2023 Filed Jul 6, 2023 21:40 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 7,046 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032122 · ownership.xml · derivative · entry 6 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,647 Underlying: Common Stock · 7,046 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F4 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on April 1, 2023 and have no expiration date. F4 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments commencing on April 1, 2023 and have no expiration date. Read SEC document |
| July 01, 2023 Filed Jul 6, 2023 21:40 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 3,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032122 · ownership.xml · derivative · entry 5 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,452 Underlying: Common Stock · 3,606 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. F3 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. Read SEC document |
| July 01, 2023 Filed Jul 6, 2023 21:40 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 3,125 | $19.09 | $59,656.25 |
DisclosureSEC source: 0000950170-23-032122 · ownership.xml · nonDerivative · entry 4 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,850 F1 · kind: Represents the number of common stock withheld to satisfy the tax withholding obligation in connection with the vesting of certain previously reported restricted stock units ("RSUs"). Read SEC document |
| July 01, 2023 Filed Jul 6, 2023 21:40 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 7,046 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032122 · ownership.xml · nonDerivative · entry 3 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,975 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2023 Filed Jul 6, 2023 21:40 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 1,600 | $19.09 | $30,544.00 |
DisclosureSEC source: 0000950170-23-032122 · ownership.xml · nonDerivative · entry 2 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,929 F1 · kind: Represents the number of common stock withheld to satisfy the tax withholding obligation in connection with the vesting of certain previously reported restricted stock units ("RSUs"). Read SEC document |
| July 01, 2023 Filed Jul 6, 2023 21:40 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 3,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032122 · ownership.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,529 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 23, 2023 Filed Jun 27, 2023 16:16 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionStock Option · Derivative | 40,000 | $0.00 Strike: $3.46 | $0.00 |
DisclosureSEC source: 0000950170-23-030125 · ownership.xml · derivative · entry 2 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 635,000 Underlying: Common Stock · 40,000 shares Expires 2030-11-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock option vested and became exercisable with respect to 25% of the shares on November 2, 2021 and vests with respect to the remaining shares in twelve equal quarterly installments beginning on January 1, 2022. Read SEC document |
| June 23, 2023 Filed Jun 27, 2023 16:16 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 40,000 | $3.46 | $138,400.00 |
DisclosureSEC source: 0000950170-23-030125 · ownership.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,923 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 16, 2023 Filed May 17, 2023 17:09 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 2,355 | $17.22 | $40,553.10 |
DisclosureSEC source: 0000950170-23-022784 · ownership.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,923 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan dated December 14, 2022. F2 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $17.14 to $17.34. The Reporting Person undertakes to provide upon request from the SEC staff, the Issuer, or any shareholder of the Issuer, full information regarding the number of securities sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 21:41 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 7,046 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-010603 · doc4.xml · derivative · entry 6 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,693 Underlying: Common Stock · 7,046 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F4 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on April 1, 2023 and have no expiration date. F4 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments commencing on April 1, 2023 and have no expiration date. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 21:41 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 3,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-010603 · doc4.xml · derivative · entry 5 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,058 Underlying: Common Stock · 3,606 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. F3 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 21:41 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 3,125 | $19.25 | $60,156.25 |
DisclosureSEC source: 0000899243-23-010603 · doc4.xml · nonDerivative · entry 4 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,278 F1 · kind: Represents the number of common stock withheld to satisfy the tax withholding obligation in connection with the vesting of certain previously reported restricted stock units ("RSUs"). Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 21:41 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 7,046 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-010603 · doc4.xml · nonDerivative · entry 3 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,403 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 21:41 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 1,600 | $19.25 | $30,800.00 |
DisclosureSEC source: 0000899243-23-010603 · doc4.xml · nonDerivative · entry 2 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,357 F1 · kind: Represents the number of common stock withheld to satisfy the tax withholding obligation in connection with the vesting of certain previously reported restricted stock units ("RSUs"). Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 21:41 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 3,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-010603 · doc4.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,957 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 03, 2023 Filed Mar 6, 2023 17:35 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 75,000 | $19.00 | $1,425,000.00 |
DisclosureSEC source: 0000899243-23-007202 · doc4.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,351 Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 16:30 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionStock Option · Derivative | 75,000 | $0.00 Strike: $3.46 | $0.00 |
DisclosureSEC source: 0000899243-23-006750 · doc4.xml · derivative · entry 2 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 675,000 Underlying: Common Stock · 75,000 shares Expires 2030-11-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock option vested and became exercisable with respect to 25% of the shares on November 2, 2021 and vests with respect to the remaining shares in twelve equal quarterly installments beginning on January 1, 2022. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 16:30 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 75,000 | $3.46 | $259,500.00 |
DisclosureSEC source: 0000899243-23-006750 · doc4.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,351 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 20:23 UTC | EngageSmart, Inc. ESMT · Entity 94837 | GrantRestricted Stock Units · Derivative | 112,739 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-004258 · doc4.xml · derivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,739 Underlying: Common Stock · 112,739 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on April 1, 2023 and have no expiration date. F2 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments commencing on April 1, 2023 and have no expiration date. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:16 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 3,605 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-000745 · doc4.xml · derivative · entry 3 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,664 Underlying: Common Stock · 3,605 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. F3 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:16 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 1,250 | $17.60 | $22,000.00 |
DisclosureSEC source: 0000899243-23-000745 · doc4.xml · nonDerivative · entry 2 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,351 F1 · kind: Represents the number of common stock withheld to satisfy the tax withholding obligation in connection with the vesting of certain previously reported restricted stock units ("RSUs"). Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:16 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 3,605 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-000745 · doc4.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,601 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:26 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 3,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-032813 · doc4.xml · derivative · entry 3 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,269 Underlying: Common Stock · 3,606 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. F3 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:26 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 1,059 | $20.69 | $21,910.71 |
DisclosureSEC source: 0000899243-22-032813 · doc4.xml · nonDerivative · entry 2 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,996 F1 · kind: Represents the number of common stock withheld to satisfy the tax withholding obligation in connection with the vesting of certain previously reported restricted stock units ("RSUs"). Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:26 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 3,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-032813 · doc4.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,055 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 18:12 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 3,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-025466 · doc4.xml · derivative · entry 3 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,875 Underlying: Common Stock · 3,606 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. F3 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 18:12 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 1,059 | $16.40 | $17,367.60 |
DisclosureSEC source: 0000899243-22-025466 · doc4.xml · nonDerivative · entry 2 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,449 F1 · kind: Represents the number of common stock withheld to satisfy the tax withholding obligation in connection with the vesting of certain previously reported restricted stock units ("RSUs"). Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 18:12 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 3,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-025466 · doc4.xml · nonDerivative · entry 1 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,508 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:02 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Unit · Derivative | 3,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-013941 · doc4.xml · derivative · entry 3 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,481 Underlying: Common Stock · 3,606 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. F3 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:02 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 1,059 | $22.06 | $23,361.54 |
DisclosureSEC source: 0000899243-22-013941 · doc4.xml · nonDerivative · entry 2 HUDSON CASSANDRA · CIK 0001623950 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,902 F1 · kind: Represents the number of common stock withheld to satisfy the tax withholding obligation in connection with the vesting of certain previously reported restricted stock units ("RSUs"). Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.