Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LendingTree, Inc.TREE · Entity 5694 | Director | June 11, 2026 | June 17, 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.
LendingTree, Inc.
Report date June 11, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,113 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Exercise / conversion · Acquired 5,000 · Balance 13,113 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-11 · Exercise / conversion · Disposed 5,000 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: On June 11, 2025, the Reporting Person was granted 5,000 restricted stock units that vested on the earliest of (i) the first anniversary of the date of the Company's 2025 Annual Meeting of Stockholders; (ii) the date of the Company's 2026 Annual Meeting of Stockholders; (iii) a change in control of the Company; and (iv) the director's death or disability. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,000 |
Reported balance
After 2026-06-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-17 · Grant · Acquired 5,000 · Balance 5,000 F1: Restricted stock units convert into common stock on a one-for-one basis. F3: These restricted stock units will vest on the earliest of (i) the first anniversary of the date of the Company's 2026 Annual Meeting of Stockholders; (ii) the date of the Company's 2027 Annual Meeting of Stockholders; (iii) a change in control of the Company; and (iv) the director's death or disability. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: On June 11, 2025, the Reporting Person was granted 5,000 restricted stock units that vested on the earliest of (i) the first anniversary of the date of the Company's 2025 Annual Meeting of Stockholders; (ii) the date of the Company's 2026 Annual Meeting of Stockholders; (iii) a change in control of the Company; and (iv) the director's death or disability.
F3: These restricted stock units will vest on the earliest of (i) the first anniversary of the date of the Company's 2026 Annual Meeting of Stockholders; (ii) the date of the Company's 2027 Annual Meeting of Stockholders; (iii) a change in control of the Company; and (iv) the director's death or disability.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
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 11,409 · 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 17,106 · 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 right to receive an amount (without interest) 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. |
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 right to receive an amount (without interest) 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.
TrueCar, Inc.
Report date January 21, 2026 · Filed January 23, 2026
Section 16 reporting ended · disclosed 2026-01-23. 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 2026-01-21 transaction · row 1
1 source rowRow 1 · 2026-01-21 · Disposition to issuer · Disposed 198,892 · Balance 0 F1: On January 21, 2026 (the "Effective Time"), pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 14, 2025, by and between TrueCar, Inc., a Delaware corporation (the "Company"), Fair Holdings, Inc., a Delaware corporation ("Parent"), and Rapid Merger Subsidiary, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Subsidiary"), Merger Subsidiary merged with and into the Company, with the Company surviving the Merger as a wholly-owned subsidiary of Parent (the "Merger"). Defined terms not otherwise defined herein shall have the meaning set forth in the Merger Agreement. F2: Pursuant to the terms of the Merger Agreement, at the Effective Time (i) each outstanding share of Company Stock was canceled and converted into the right to receive $2.55 per share in cash (the "Merger Consideration"), and (ii) each outstanding Company RSU held by the reporting person was canceled in exchange for an amount in cash equal to the Merger Consideration per share of Company Stock underlying each Company RSU, less any applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 21, 2026 (the "Effective Time"), pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 14, 2025, by and between TrueCar, Inc., a Delaware corporation (the "Company"), Fair Holdings, Inc., a Delaware corporation ("Parent"), and Rapid Merger Subsidiary, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Subsidiary"), Merger Subsidiary merged with and into the Company, with the Company surviving the Merger as a wholly-owned subsidiary of Parent (the "Merger"). Defined terms not otherwise defined herein shall have the meaning set forth in the Merger Agreement.
F2: Pursuant to the terms of the Merger Agreement, at the Effective Time (i) each outstanding share of Company Stock was canceled and converted into the right to receive $2.55 per share in cash (the "Merger Consideration"), and (ii) each outstanding Company RSU held by the reporting person was canceled in exchange for an amount in cash equal to the Merger Consideration per share of Company Stock underlying each Company RSU, less any applicable withholding taxes.
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 |
|---|---|---|---|---|---|---|
| June 17, 2026 Filed Jun 17, 2026 22:01 UTC | LendingTree, Inc. TREE · Entity 5694 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-26-004935 · ownership.xml · derivative · entry 3 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units will vest on the earliest of (i) the first anniversary of the date of the Company's 2026 Annual Meeting of Stockholders; (ii) the date of the Company's 2027 Annual Meeting of Stockholders; (iii) a change in control of the Company; and (iv) the director's death or disability. F3 · derivative.expiration_date: These restricted stock units will vest on the earliest of (i) the first anniversary of the date of the Company's 2026 Annual Meeting of Stockholders; (ii) the date of the Company's 2027 Annual Meeting of Stockholders; (iii) a change in control of the Company; and (iv) the director's death or disability. Read SEC document |
| June 11, 2026 Filed Jun 17, 2026 22:01 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-26-004935 · ownership.xml · derivative · entry 2 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On June 11, 2025, the Reporting Person was granted 5,000 restricted stock units that vested on the earliest of (i) the first anniversary of the date of the Company's 2025 Annual Meeting of Stockholders; (ii) the date of the Company's 2026 Annual Meeting of Stockholders; (iii) a change in control of the Company; and (iv) the director's death or disability. F2 · derivative.expiration_date: On June 11, 2025, the Reporting Person was granted 5,000 restricted stock units that vested on the earliest of (i) the first anniversary of the date of the Company's 2025 Annual Meeting of Stockholders; (ii) the date of the Company's 2026 Annual Meeting of Stockholders; (iii) a change in control of the Company; and (iv) the director's death or disability. Read SEC document |
| June 11, 2026 Filed Jun 17, 2026 22:01 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionCommon Stock | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-26-004935 · ownership.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,113 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 18:59 UTC | TrueCar, Inc. TRUE · Entity 68875 | Disposition to issuerCommon Stock | 198,892 | $2.55 | $507,174.60 |
DisclosureSEC source: 0001327318-26-000010 · wk-form4_1769212745.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: On January 21, 2026 (the "Effective Time"), pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 14, 2025, by and between TrueCar, Inc., a Delaware corporation (the "Company"), Fair Holdings, Inc., a Delaware corporation ("Parent"), and Rapid Merger Subsidiary, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Subsidiary"), Merger Subsidiary merged with and into the Company, with the Company surviving the Merger as a wholly-owned subsidiary of Parent (the "Merger"). Defined terms not otherwise defined herein shall have the meaning set forth in the Merger Agreement. F2 · kind: Pursuant to the terms of the Merger Agreement, at the Effective Time (i) each outstanding share of Company Stock was canceled and converted into the right to receive $2.55 per share in cash (the "Merger Consideration"), and (ii) each outstanding Company RSU held by the reporting person was canceled in exchange for an amount in cash equal to the Merger Consideration per share of Company Stock underlying each Company RSU, less any applicable withholding taxes. Read SEC document |
| August 25, 2025 Filed Aug 26, 2025 22:54 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 1,200 | $69.78 | $83,736.00 |
DisclosureSEC source: 0001683168-25-006475 · ownership.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,113 Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 20:05 UTC | LendingTree, Inc. TREE · Entity 5694 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-25-004486 · ownership.xml · derivative · entry 3 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units will vest on the earliest of (i) the first anniversary of the date of the Company's 2025 Annual Meeting of Stockholders; (ii) the date of the Company's 2026 Annual Meeting of Stockholders; (iii) a change in control of the Company; and (iv) the director's death or disability. F3 · derivative.expiration_date: These restricted stock units will vest on the earliest of (i) the first anniversary of the date of the Company's 2025 Annual Meeting of Stockholders; (ii) the date of the Company's 2026 Annual Meeting of Stockholders; (iii) a change in control of the Company; and (iv) the director's death or disability. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 20:05 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-25-004486 · ownership.xml · derivative · entry 2 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On June 12, 2024, the Reporting Person was granted 5,000 restricted stock units that vested on the earliest of (i) the first anniversary of the date of the Company's 2024 Annual Meeting of Stockholders; (ii) the date of the Company's 2025 Annual Meeting of Stockholders; (iii) a change in control of the Company; and (iv) the director's death or disability. F2 · derivative.expiration_date: On June 12, 2024, the Reporting Person was granted 5,000 restricted stock units that vested on the earliest of (i) the first anniversary of the date of the Company's 2024 Annual Meeting of Stockholders; (ii) the date of the Company's 2025 Annual Meeting of Stockholders; (iii) a change in control of the Company; and (iv) the director's death or disability. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 20:05 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionCommon Stock | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-25-004486 · ownership.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,313 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 22, 2025 Filed May 23, 2025 18:02 UTC | TrueCar, Inc. TRUE · Entity 68875 | GrantCommon Stock | 96,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001906767-25-000005 · wk-form4_1748037720.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,892 F1 · shares: The reported securities are represented by restricted stock units, or RSUs, which vest in full on the earlier of the day immediately prior to the Issuer's 2026 annual meeting of stockholders or May 31, 2026. Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 21:02 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon Stock | 102 | $47.34 | $4,828.68 |
DisclosureSEC source: 0001683168-24-007739 · ownership.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,109 Read SEC document |
| November 05, 2024 Filed Nov 15, 2024 21:01 UTC Amendment | LendingTree, Inc. TREE · Entity 5694 | PurchaseCommon Stock | 102 | $47.34 | $4,828.68 |
DisclosureSEC source: 0001683168-24-008168 · ownership.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,313 F1 · kind: This transaction was inadvertently labeled a sale of securities in the Reporting Person's original Form 4, filed on November 7, 2024. This transaction was an acquisition that was inadvertently effectuated within six months of a matching disposition. Accordingly, the Reporting Person realized short-swing profits of $185.64 under Section 16(b) of the Securities Exchange Act of 1934, as amended, as a result of the sale of securities on August 15, 2024, and subsequent purchase of the Issuer's common shares reported herein. The Reporting Person has voluntarily disgorged to the Issuer all of such short-swing profits realized by the Reporting Person from such transactions. F2 · acquired: The securities were inadvertently labeled as disposed on the reporting person's original Form 4, filed on November 7, 2024. F3 · balance_after: The correct amount of securities beneficially owned by the Reporting Person is 4,313 as indicated on this filing. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:02 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon stock | 2,000 | $49.16 | $98,320.00 |
DisclosureSEC source: 0001683168-24-005902 · ownership.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,211 F1 · price: This sales price reflects a weighted average of multiple prices ranging from $49.14 to $49.30. Full information regarding the number of shares sold at each price will be provided to the Securities and Exchange Commission staff, the Issuer or any security holder of the Issuer upon request. Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 20:36 UTC | LendingTree, Inc. TREE · Entity 5694 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-004185 · ownership.xml · derivative · entry 3 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units will vest on the earlier of June 12, 2025 and the date of the Issuer's 2025 annual meeting of stockholders. F3 · derivative.expiration_date: The restricted stock units will vest on the earlier of June 12, 2025 and the date of the Issuer's 2025 annual meeting of stockholders. Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 20:36 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionRestricted Stock Units · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-004185 · ownership.xml · derivative · entry 2 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On June 21, 2023, the Reporting Person was granted 4,000 restricted stock units that vested on the earlier of June 21, 2024 and the date of the Issuer's 2024 annual meeting of stockholders. F2 · derivative.expiration_date: On June 21, 2023, the Reporting Person was granted 4,000 restricted stock units that vested on the earlier of June 21, 2024 and the date of the Issuer's 2024 annual meeting of stockholders. Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 20:36 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionCommon Stock | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-24-004185 · ownership.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,211 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 23, 2024 Filed May 24, 2024 18:17 UTC | TrueCar, Inc. TRUE · Entity 68875 | GrantCommon Stock | 102,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001906767-24-000004 · wk-form4_1716589013.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,739 F1 · shares: The reported securities are represented by restricted stock units (RSUs) which vest in three (3) equal annual installments beginning on May 15, 2025. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 17:31 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Disposition to issuerRestricted Stock Units · Derivative | 17,106 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-008417 · ownership.xml · derivative · entry 2 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,106 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 right to receive an amount (without interest) 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. 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 right to receive an amount (without interest) 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. 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 right to receive an amount (without interest) 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. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 17:31 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Disposition to issuerCommon Stock | 11,409 | $23.00 | $262,407.00 |
DisclosureSEC source: 0000950170-24-008417 · ownership.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 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 19, 2024 Filed Jan 22, 2024 19:44 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 7,556 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-006197 · ownership.xml · derivative · entry 2 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,556 Underlying: Common Stock · 7,556 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs vest in three equal annual installments commencing on January 19, 2023 and have no expiration date. F2 · derivative.expiration_date: The RSUs vest in three equal annual installments commencing on January 19, 2023 and have no expiration date. Read SEC document |
| January 19, 2024 Filed Jan 22, 2024 19:44 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 7,556 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-006197 · ownership.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,409 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 21, 2023 Filed Jun 22, 2023 20:03 UTC | LendingTree, Inc. TREE · Entity 5694 | GrantRestricted Stock Units · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-004354 · ownership.xml · derivative · entry 3 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units will vest on the earlier of June 21, 2024 and the date of the Issuer's 2024 annual meeting of stockholders. F3 · derivative.expiration_date: The restricted stock units will vest on the earlier of June 21, 2024 and the date of the Issuer's 2024 annual meeting of stockholders. Read SEC document |
| June 21, 2023 Filed Jun 22, 2023 20:03 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionRestricted Stock Units · Derivative | 2,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-004354 · ownership.xml · derivative · entry 2 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,205 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On June 22, 2022, the Reporting Person was granted 2,205 restricted stock units that vested on the earlier of June 22, 2023 and the date of the Issuer's 2023 annual meeting of stockholders. F2 · derivative.expiration_date: On June 22, 2022, the Reporting Person was granted 2,205 restricted stock units that vested on the earlier of June 22, 2023 and the date of the Issuer's 2023 annual meeting of stockholders. Read SEC document |
| June 21, 2023 Filed Jun 22, 2023 20:03 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionCommon Stock | 2,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-23-004354 · ownership.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,211 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| June 06, 2023 Filed Jun 7, 2023 21:13 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon stock | 60 | $21.65 | $1,299.05 |
DisclosureSEC source: 0001683168-23-003982 · ownership.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6 Read SEC document |
| May 17, 2023 Filed May 18, 2023 17:58 UTC | EngageSmart, Inc. ESMT · Entity 94837 | GrantRestricted Stock Units · Derivative | 9,550 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-023119 · ownership.xml · derivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,550 Underlying: Common Stock · 9,550 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs vest on the earlier of (i) May 17, 2024 and (ii) one day prior to the Company's 2024 annual meeting of shareholders, subject to the Reporting Person's continued service with the Issuer through such vesting date. The RSUs have no expiration date. F2 · derivative.expiration_date: The RSUs vest on the earlier of (i) May 17, 2024 and (ii) one day prior to the Company's 2024 annual meeting of shareholders, subject to the Reporting Person's continued service with the Issuer through such vesting date. The RSUs have no expiration date. Read SEC document |
| May 09, 2023 Filed May 11, 2023 00:44 UTC | LendingTree, Inc. TREE · Entity 5694 | SaleCommon stock | 150 | $17.92 | $2,687.25 |
DisclosureSEC source: 0001683168-23-003160 · ownership.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66 Read SEC document |
| April 27, 2023 Filed May 1, 2023 21:55 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionRestricted Stock Units · Derivative | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-002826 · ownership.xml · derivative · entry 2 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 216 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On April 27, 2022, the Reporting Person was granted 216 restricted stock units that vested in full on April 27, 2023. F2 · derivative.expiration_date: On April 27, 2022, the Reporting Person was granted 216 restricted stock units that vested in full on April 27, 2023. Read SEC document |
| April 27, 2023 Filed May 1, 2023 21:55 UTC | LendingTree, Inc. TREE · Entity 5694 | Exercise / conversionCommon stock | 216 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-23-002826 · ownership.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 17:40 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 3,703 | $18.65 | $69,060.95 |
DisclosureSEC source: 0000899243-23-007204 · doc4.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,853 F1 · shares: Represents the number of shares of common stock sold to satisfy tax obligations in connection with the vesting of certain previously reported restricted stock units. F2 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $18.650 to $18.652. 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 |
| January 19, 2023 Filed Jan 23, 2023 16:05 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 7,556 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-002366 · doc4.xml · derivative · entry 2 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,112 Underlying: Common Stock · 7,556 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. 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 three equal annual installments commencing on January 19, 2023 and have no expiration date. F2 · derivative.expiration_date: The RSUs vest in three equal annual installments commencing on January 19, 2023 and have no expiration date. Read SEC document |
| January 19, 2023 Filed Jan 23, 2023 16:05 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 7,556 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-002366 · doc4.xml · nonDerivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,556 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 22, 2022 Filed Jun 24, 2022 22:33 UTC | LendingTree, Inc. TREE · Entity 5694 | GrantStock Options · Derivative | 2,081 | $0.00 Strike: $52.17 | $0.00 |
DisclosureSEC source: 0000950103-22-011233 · dp175911_4-rodriguez.xml · derivative · entry 2 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,081 Underlying: Common Stock · 2,081 shares Expires 2032-06-22 F2 · derivative.exercise_date: These stock options will vest on the earlier of June 22, 2023 and the date of the issuer's 2023 annual meeting of stockholders. Read SEC document |
| June 22, 2022 Filed Jun 24, 2022 22:33 UTC | LendingTree, Inc. TREE · Entity 5694 | GrantRestricted Stock Units · Derivative | 2,205 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-011233 · dp175911_4-rodriguez.xml · derivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,205 Underlying: Common Stock · 2,205 shares Expires not disclosed F1 · derivative.exercise_date: These restricted stock units will vest on the earlier of June 22, 2023 and the date of the issuer's 2023 annual meeting of stockholders. F1 · derivative.expiration_date: These restricted stock units will vest on the earlier of June 22, 2023 and the date of the issuer's 2023 annual meeting of stockholders. Read SEC document |
| April 27, 2022 Filed Apr 29, 2022 21:59 UTC | LendingTree, Inc. TREE · Entity 5694 | GrantRestricted Stock Units · Derivative | 216 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-007518 · dp172188_4-rodriguez.xml · derivative · entry 2 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216 Underlying: Common Stock · 216 shares Expires not disclosed F2 · derivative.exercise_date: These restricted stock units vest in a single installment on April 27, 2023, subject to continuing service. F2 · derivative.expiration_date: These restricted stock units vest in a single installment on April 27, 2023, subject to continuing service. Read SEC document |
| April 27, 2022 Filed Apr 29, 2022 21:59 UTC | LendingTree, Inc. TREE · Entity 5694 | GrantStock Options · Derivative | 204 | $0.00 Strike: $83.45 | $0.00 |
DisclosureSEC source: 0000950103-22-007518 · dp172188_4-rodriguez.xml · derivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204 Underlying: Common Stock · 204 shares Expires 2032-04-27 F1 · derivative.exercise_date: These stock options vest in a single installment on April 27, 2023, subject to continuing service. Read SEC document |
| January 19, 2022 Filed Jan 26, 2022 16:15 UTC | EngageSmart, Inc. ESMT · Entity 94837 | GrantRestricted Stock Unit · Derivative | 22,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-003263 · doc4.xml · derivative · entry 1 Rodriguez Diego A · CIK 0001906767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,668 Underlying: Common Stock · 22,668 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 three equal annual installments commencing on January 19, 2023 and have no expiration date. F2 · derivative.expiration_date: The RSUs vest in three equal annual installments commencing on January 19, 2023 and have no expiration date. 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.