Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORRESTER RESEARCH, INC.FORR · Entity 412 | Director | May 12, 2026 | May 13, 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.
FORRESTER RESEARCH, INC.
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,305 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 8,000 · Balance 27,305 F1: The securities awarded on May 12, 2026 are in the form of Restricted Stock Units issued pursuant to the Forrester Research, Inc. Amended and Restated Equity Incentive Plan that entitle the reporting person, upon vesting, to receive one share of common stock per Restricted Stock Unit. The Restricted Stock Units will vest and convert into common stock in four equal and consecutive installments. The first tranche will vest on September 1, 2026, with an equal number of shares vesting on each of December 1, 2026 and March 1, 2027, and the balance of the shares vesting on June 1, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities awarded on May 12, 2026 are in the form of Restricted Stock Units issued pursuant to the Forrester Research, Inc. Amended and Restated Equity Incentive Plan that entitle the reporting person, upon vesting, to receive one share of common stock per Restricted Stock Unit. The Restricted Stock Units will vest and convert into common stock in four equal and consecutive installments. The first tranche will vest on September 1, 2026, with an equal number of shares vesting on each of December 1, 2026 and March 1, 2027, and the balance of the shares vesting on June 1, 2027.
Past disclosures · reporting ended (1)
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 859,710 · 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. |
| Common StockSEC Table I · non-derivative | IndirectThe Robert P. Bennett 2020 Grantor Retained Annuity Trust | 0 |
Reported balance
After 2024-01-26 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-01-26 · Disposition to issuer · Disposed 809,877 · 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. |
| Common StockSEC Table I · non-derivative | IndirectThe Bennett Family 2020 Trust | 0 |
Reported balance
After 2024-01-26 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2024-01-26 · Disposition to issuer · Disposed 1,332,000 · 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 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-01-26 · Disposition to issuer · Disposed 249,352 · 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 $5.67 | Direct | 0 |
Reported balance
After 2024-01-26 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-01-26 · Disposition to issuer · Disposed 427,911 · 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 |
|---|---|---|---|---|---|---|
| May 12, 2026 Filed May 13, 2026 17:58 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-221244 · ownership.xml · nonDerivative · entry 1 Bennett Robert Paul · CIK 0001881869 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,305 F1 · shares: The securities awarded on May 12, 2026 are in the form of Restricted Stock Units issued pursuant to the Forrester Research, Inc. Amended and Restated Equity Incentive Plan that entitle the reporting person, upon vesting, to receive one share of common stock per Restricted Stock Unit. The Restricted Stock Units will vest and convert into common stock in four equal and consecutive installments. The first tranche will vest on September 1, 2026, with an equal number of shares vesting on each of December 1, 2026 and March 1, 2027, and the balance of the shares vesting on June 1, 2027. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 18:55 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-080798 · ownership.xml · nonDerivative · entry 1 Bennett Robert Paul · CIK 0001881869 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,305 F1 · shares: The securities awarded on June 2, 2025 are in the form of Restricted Stock Units issued pursuant to the Forrester Research, Inc. Amended and Restated Equity Incentive Plan that entitle the reporting person, upon vesting, to receive one share of common stock per Restricted Stock Unit. The Restricted Stock Units will vest and convert into common stock in four equal and consecutive installments. The first tranche will vest on September 1, 2025, with an equal number of shares vesting on each of December 1, 2025 and March 1, 2026, and the balance of the shares vesting on June 1, 2026. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 17:13 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 4,000 | $10.99 | $43,947.20 |
DisclosureSEC source: 0000950170-25-030491 · ownership.xml · nonDerivative · entry 1 Bennett Robert Paul · CIK 0001881869 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,305 F1 · price: This transaction was executed in multiple trades at prices ranging from $10.90 to $11.08. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 16:58 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 6,305 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-090547 · ownership.xml · nonDerivative · entry 1 Bennett Robert Paul · CIK 0001881869 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,305 F1 · shares: The securities awarded on August 1, 2024 are in the form of Restricted Stock Units issued pursuant to the Forrester Research, Inc. Amended and Restated Equity Incentive Plan that entitle the reporting person, upon vesting, to receive one share of common stock per Restricted Stock Unit. The Restricted Stock Units will vest and convert into common stock in four equal and consecutive installments. The first tranche will vest on September 1, 2024, with an equal number of shares vesting on each of December 1, 2024 and March 1, 2025, and the balance of the shares vesting on June 1, 2025. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 22:30 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Disposition to issuerOption to Purchase Common Stock · Derivative | 427,911 | Not disclosed Strike: $5.67 | Not disclosed |
DisclosureSEC source: 0000950170-24-008415 · ownership.xml · derivative · entry 5 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 427,911 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 22:30 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Disposition to issuerRestricted Stock Units · Derivative | 249,352 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-008415 · ownership.xml · derivative · entry 4 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 249,352 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 22:30 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Disposition to issuerCommon Stock | 1,332,000 | $23.00 | $30,636,000.00 |
DisclosureSEC source: 0000950170-24-008415 · ownership.xml · nonDerivative · entry 3 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · The Bennett Family 2020 Trust 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 26, 2024 Filed Jan 29, 2024 22:30 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Disposition to issuerCommon Stock | 809,877 | $23.00 | $18,627,171.00 |
DisclosureSEC source: 0000950170-24-008415 · ownership.xml · nonDerivative · entry 2 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · The Robert P. Bennett 2020 Grantor Retained Annuity Trust 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 26, 2024 Filed Jan 29, 2024 22:30 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Disposition to issuerCommon Stock | 859,710 | $23.00 | $19,773,330.00 |
DisclosureSEC source: 0000950170-24-008415 · ownership.xml · nonDerivative · entry 1 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive 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 4, 2024 01:40 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 19,377 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-001408 · ownership.xml · derivative · entry 8 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 232,525 Underlying: Common Stock · 19,377 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 4, 2024 01:40 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 2,404 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-001408 · ownership.xml · derivative · entry 7 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,827 Underlying: Common Stock · 2,404 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 4, 2024 01:40 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 5,938 | $22.90 | $135,980.20 |
DisclosureSEC source: 0000950170-24-001408 · ownership.xml · nonDerivative · entry 4 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 859,710 F1 · kind: Represents the number of shares 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 4, 2024 01:40 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 19,377 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-001408 · ownership.xml · nonDerivative · entry 3 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 865,648 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 4, 2024 01:40 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 833 | $22.90 | $19,075.70 |
DisclosureSEC source: 0000950170-24-001408 · ownership.xml · nonDerivative · entry 2 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 846,271 F1 · kind: Represents the number of shares 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 4, 2024 01:40 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 2,404 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-001408 · ownership.xml · nonDerivative · entry 1 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 847,104 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 20:30 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 19,377 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-051559 · ownership.xml · derivative · entry 8 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,902 Underlying: Common Stock · 19,377 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 20:30 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 2,404 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-051559 · ownership.xml · derivative · entry 7 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,231 Underlying: Common Stock · 2,404 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 20:30 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 8,594 | $17.99 | $154,606.06 |
DisclosureSEC source: 0000950170-23-051559 · ownership.xml · nonDerivative · entry 4 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 844,700 F1 · kind: Represents the number of shares 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 20:30 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 19,377 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-051559 · ownership.xml · nonDerivative · entry 3 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 853,294 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 20:30 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 1,067 | $17.99 | $19,195.33 |
DisclosureSEC source: 0000950170-23-051559 · ownership.xml · nonDerivative · entry 2 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 833,917 F1 · kind: Represents the number of shares 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 20:30 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 2,404 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-051559 · ownership.xml · nonDerivative · entry 1 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 834,984 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 12, 2023 Filed Jul 15, 2023 00:47 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionStock Option · Derivative | 22,089 | $0.00 Strike: $5.67 | $0.00 |
DisclosureSEC source: 0000950170-23-033088 · ownership.xml · derivative · entry 5 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 427,911 Underlying: Common Stock · 22,089 shares Expires 2031-02-01 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. F5 · derivative.exercise_date: The stock option vested and became exercisable with respect to 25% of the underlying shares on February 2, 2022 and will vest with respect to the remaining shares in twelve equal quarterly installments beginning on April 1, 2022, subject to the Reporting Person's continued service to the Issuer through each vesting date. Read SEC document |
| July 12, 2023 Filed Jul 15, 2023 00:47 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 22,089 | $5.67 | $125,244.63 |
DisclosureSEC source: 0000950170-23-033088 · ownership.xml · nonDerivative · entry 4 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 832,580 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 05, 2023 Filed Jul 15, 2023 00:47 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 28,000 | $18.53 | $518,840.00 |
DisclosureSEC source: 0000950170-23-033088 · ownership.xml · nonDerivative · entry 3 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · The Bennett Family 2020 Trust Disclosed balance after: 1,332,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans, each dated September 9, 2022. F4 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $18.25 to $18.75. 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 |
| July 05, 2023 Filed Jul 15, 2023 00:47 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 28,000 | $18.53 | $518,840.00 |
DisclosureSEC source: 0000950170-23-033088 · ownership.xml · nonDerivative · entry 2 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · The Robert P. Bennett 2020 Grantor Retained Annuity Trust Disclosed balance after: 809,877 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans, each dated September 9, 2022. F3 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $18.25 to $18.75. 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 |
| July 05, 2023 Filed Jul 15, 2023 00:47 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 28,000 | $18.53 | $518,840.00 |
DisclosureSEC source: 0000950170-23-033088 · ownership.xml · nonDerivative · entry 1 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 810,491 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans, each dated September 9, 2022. F2 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $18.25 to $18.75. 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 |
| July 03, 2023 Filed Jul 7, 2023 01:39 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 14,000 | $18.67 | $261,380.00 |
DisclosureSEC source: 0000950170-23-032120 · ownership.xml · nonDerivative · entry 7 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · The Bennett Family 2020 Trus Disclosed balance after: 1,360,000 F2 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans, each dated September 9, 2022. F5 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $18.49 to $18.99. 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 |
| July 03, 2023 Filed Jul 7, 2023 01:39 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 14,000 | $18.67 | $261,380.00 |
DisclosureSEC source: 0000950170-23-032120 · ownership.xml · nonDerivative · entry 6 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · The Robert P. Bennett 2020 Grantor Retained Annuity Trust Disclosed balance after: 837,877 F1 · kind: Represents the number of shares of common stock withheld to satisfy the tax withholding obligation in connection with the vesting of certain previously reported restricted stock units ("RSUs"). F4 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $18.49 to $18.99. 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 |
| July 03, 2023 Filed Jul 7, 2023 01:39 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 14,000 | $18.67 | $261,380.00 |
DisclosureSEC source: 0000950170-23-032120 · ownership.xml · nonDerivative · entry 5 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 838,491 F2 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans, each dated September 9, 2022. F3 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $18.49 to $18.99. 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 |
| July 01, 2023 Filed Jul 7, 2023 01:39 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 19,377 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032120 · ownership.xml · derivative · entry 9 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 271,279 Underlying: Common Stock · 19,377 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. F6 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F8 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on April 1, 2023 and have no expiration date. F8 · 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 7, 2023 01:39 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 2,404 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032120 · ownership.xml · derivative · entry 8 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,635 Underlying: Common Stock · 2,404 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. F6 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F7 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. F7 · 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 7, 2023 01:39 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 7,509 | $19.09 | $143,346.81 |
DisclosureSEC source: 0000950170-23-032120 · ownership.xml · nonDerivative · entry 4 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 852,491 F1 · kind: Represents the number of shares 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 7, 2023 01:39 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 19,377 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032120 · ownership.xml · nonDerivative · entry 3 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 860,000 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 7, 2023 01:39 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 706 | $19.09 | $13,477.54 |
DisclosureSEC source: 0000950170-23-032120 · ownership.xml · nonDerivative · entry 2 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 840,623 F1 · kind: Represents the number of shares 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 7, 2023 01:39 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionCommon Stock | 2,404 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032120 · ownership.xml · nonDerivative · entry 1 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 841,329 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 05, 2023 Filed Apr 7, 2023 01:06 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 166 | $18.07 | $2,999.62 |
DisclosureSEC source: 0000899243-23-010942 · doc4.xml · nonDerivative · entry 9 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · The Bennett Family 2020 Trust Disclosed balance after: 1,374,000 F1 · kind: Each of the sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans, each dated September 9, 2022. F10 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $17.88 to $18.17. 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 05, 2023 Filed Apr 7, 2023 01:06 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 13,834 | $17.24 | $238,498.16 |
DisclosureSEC source: 0000899243-23-010942 · doc4.xml · nonDerivative · entry 8 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · The Bennett Family 2020 Trust Disclosed balance after: 1,374,166 F1 · kind: Each of the sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans, each dated September 9, 2022. F9 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $16.88 to $17.83. 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 05, 2023 Filed Apr 7, 2023 01:06 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 167 | $18.07 | $3,017.69 |
DisclosureSEC source: 0000899243-23-010942 · doc4.xml · nonDerivative · entry 7 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · The Robert P. Bennett 2020 Grantor Retained Annuity Trust Disclosed balance after: 851,877 F1 · kind: Each of the sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans, each dated September 9, 2022. F8 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $17.88 to $18.17. 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 05, 2023 Filed Apr 7, 2023 01:06 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 13,833 | $17.24 | $238,480.92 |
DisclosureSEC source: 0000899243-23-010942 · doc4.xml · nonDerivative · entry 6 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · The Robert P. Bennett 2020 Grantor Retained Annuity Trust Disclosed balance after: 852,044 F1 · kind: Each of the sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans, each dated September 9, 2022. F7 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $16.88 to $17.83. 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 05, 2023 Filed Apr 7, 2023 01:06 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 167 | $18.07 | $3,017.69 |
DisclosureSEC source: 0000899243-23-010942 · doc4.xml · nonDerivative · entry 5 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 838,925 F1 · kind: Each of the sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans, each dated September 9, 2022. F6 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $17.88 to $18.17. 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 05, 2023 Filed Apr 7, 2023 01:06 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 13,833 | $17.24 | $238,480.92 |
DisclosureSEC source: 0000899243-23-010942 · doc4.xml · nonDerivative · entry 4 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 839,092 F1 · kind: Each of the sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans, each dated September 9, 2022. F5 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $16.88 to $17.83. 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 04, 2023 Filed Apr 7, 2023 01:06 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 14,000 | $18.27 | $255,780.00 |
DisclosureSEC source: 0000899243-23-010942 · doc4.xml · nonDerivative · entry 3 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · The Bennett Family 2020 Trust Disclosed balance after: 1,388,000 F1 · kind: Each of the sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans, each dated September 9, 2022. F4 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $18.05 to $18.84. 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 04, 2023 Filed Apr 7, 2023 01:06 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 14,000 | $18.27 | $255,780.00 |
DisclosureSEC source: 0000899243-23-010942 · doc4.xml · nonDerivative · entry 2 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · The Robert P. Bennett 2020 Grantor Retained Annuity Trust Disclosed balance after: 865,877 F1 · kind: Each of the sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans, each dated September 9, 2022. F3 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $18.05 to $18.84. 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 04, 2023 Filed Apr 7, 2023 01:06 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 14,000 | $18.27 | $255,780.00 |
DisclosureSEC source: 0000899243-23-010942 · doc4.xml · nonDerivative · entry 1 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 852,925 F1 · kind: Each of the sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans, each dated September 9, 2022. F2 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $18.05 to $18.84. 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 03, 2023 Filed Apr 5, 2023 01:51 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 14,000 | $18.88 | $264,320.00 |
DisclosureSEC source: 0000899243-23-010611 · doc4.xml · nonDerivative · entry 7 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · The Bennett Family 2020 Trust Disclosed balance after: 1,402,000 F7 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan dated September 9, 2022. F8 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $18.72 to $19.06. 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 03, 2023 Filed Apr 5, 2023 01:51 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 14,000 | $18.88 | $264,320.00 |
DisclosureSEC source: 0000899243-23-010611 · doc4.xml · nonDerivative · entry 6 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · The Robert P. Bennett 2020 Grantor Retained Annuity Trust Disclosed balance after: 879,877 F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan dated September 9, 2022. F6 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $18.73 to $19.06. 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 03, 2023 Filed Apr 5, 2023 01:51 UTC | EngageSmart, Inc. ESMT · Entity 94837 | SaleCommon Stock | 14,000 | $18.88 | $264,320.00 |
DisclosureSEC source: 0000899243-23-010611 · doc4.xml · nonDerivative · entry 5 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 866,925 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan dated September 9, 2022. F4 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $18.71 to $19.06. 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 5, 2023 01:51 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 19,377 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-010611 · doc4.xml · derivative · entry 9 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 290,656 Underlying: Common Stock · 19,377 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. F9 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F11 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on April 1, 2023 and have no expiration date. F11 · 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 5, 2023 01:51 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Exercise / conversionRestricted Stock Units · Derivative | 2,403 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-010611 · doc4.xml · derivative · entry 8 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,039 Underlying: Common Stock · 2,403 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. F9 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock. F10 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. F10 · 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 5, 2023 01:51 UTC | EngageSmart, Inc. ESMT · Entity 94837 | Tax withholdingCommon Stock | 5,688 | $19.25 | $109,494.00 |
DisclosureSEC source: 0000899243-23-010611 · doc4.xml · nonDerivative · entry 4 Bennett Robert Paul · CIK 0001881869 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 880,925 F2 · 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.