Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALKAMI TECHNOLOGY, INC.ALKT · Entity 1625 | Director | May 19, 2026 | May 21, 2026 |
| EngageSmart, Inc.ESMT · Entity 94837 | Director | September 23, 2021 | September 23, 2021 |
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 May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,313 |
Reported balance
After 2026-05-19 transaction · row 1
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 11,357 · Balance 53,313 F1: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Plan.
EngageSmart, Inc.
Report date September 23, 2021 · Filed September 23, 2021
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| May 19, 2026 Filed May 21, 2026 22:55 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 11,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001852906-26-000003 · wk-form4_1779404144.xml · nonDerivative · entry 1 Osnoss Raphael · CIK 0001852906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,313 F1 · shares: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Plan. Read SEC document |
| May 14, 2025 Filed May 16, 2025 21:10 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 7,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-25-000107 · wk-form4_1747429823.xml · nonDerivative · entry 1 Osnoss Raphael · CIK 0001852906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,956 F1 · shares: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Plan. The RSUs granted to the reporting person are held by him solely for the benefit of General Atlantic Service Company. L.P. The reporting person disclaims beneficial ownership of the RSUs and the underlying common stock. Read SEC document |
| May 15, 2024 Filed May 17, 2024 22:03 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 6,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-24-000114 · wk-form4_1715983381.xml · nonDerivative · entry 1 Osnoss Raphael · CIK 0001852906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,731 F1 · shares: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Plan. The RSUs granted to the reporting person are held by him solely for the benefit of General Atlantic Service Company, L.P. The reporting person disclaims beneficial ownership of the RSUs and the underlying common stock. Read SEC document |
| May 17, 2023 Filed May 19, 2023 20:29 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 13,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-23-000110 · wf-form4_168452814221510.xml · nonDerivative · entry 1 Osnoss Raphael · CIK 0001852906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,878 F1 · shares: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Award Plan. Read SEC document |
| May 18, 2022 Filed May 20, 2022 21:38 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 14,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-22-000095 · wf-form4_165308271069064.xml · nonDerivative · entry 1 Osnoss Raphael · CIK 0001852906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,179 F1 · shares: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Award Plan. 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.