ESMT insider transaction filings

EngageSmart, Inc. — 18 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2024-01-29. Screen ESMT transaction legs live →

Insider transaction summary — last 90 days

No Form 4 filings for ESMT between 2026-06-24 and 2026-09-22. The table below lists the most recent filings on record.

Recent Form 4 filings — EngageSmart, Inc.

FiledFormInsiderReported transactionsSource
2024-01-294Seltzer Jonathan Cole — President, SMB SolutionsDisposition to issuer (D): 3,663 @ $23 · Disposition to issuer (D): 33,780 (derivative) · Disposition to issuer (D): 202,808 (derivative) · Disposition to issuer (D): 150,000 (derivative)EDGAR
2024-01-294O'Brien Kevin William — See RemarksDisposition to issuer (D): 22,094 @ $23 · Disposition to issuer (D): 120,467 (derivative)EDGAR
2024-01-294Donovan Patrick F — Chief Accounting OfficerDisposition to issuer (D): 5,318 @ $23 · Disposition to issuer (D): 41,738 (derivative) · Disposition to issuer (D): 28,000 (derivative)EDGAR
2024-01-294Rodriguez Diego A — DirectorDisposition to issuer (D): 11,409 @ $23 · Disposition to issuer (D): 17,106 (derivative)EDGAR
2024-01-294Bennett Robert Paul — Chief Executive Officer, DirectorDisposition to issuer (D): 859,710 @ $23 · Disposition to issuer (D): 809,877 @ $23 · Disposition to issuer (D): 1,332,000 @ $23 · Disposition to issuer (D): 249,352 (derivative) · Disposition to issuer (D): 427,911 (derivative)EDGAR
2024-01-294Dunnam Deborah A. — DirectorDisposition to issuer (D): 21,191 @ $23 · Disposition to issuer (D): 16,089 (derivative)EDGAR
2024-01-294HUDSON CASSANDRA — Chief Financial OfficerDisposition to issuer (D): 74,326 @ $23 · Disposition to issuer (D): 109,796 (derivative) · Disposition to issuer (D): 635,000 (derivative)EDGAR
2024-01-294General Atlantic Partners (Bermuda) EU, L.P. — Director, 10% owner
GAP (Bermuda) L.P. — Director, 10% owner
Other (J): 43,943,144 · Disposition to issuer (D): 46,328,396 @ $23EDGAR
2024-01-294MANGUM DAVID E — DirectorDisposition to issuer (D): 8,500 @ $23 · Disposition to issuer (D): 9,550 (derivative) · Disposition to issuer (D): 225,000 (derivative)EDGAR
2024-01-294SEMEL SCOTT N — Chief Legal OfficerDisposition to issuer (D): 41,729 @ $23 · Disposition to issuer (D): 102,625 (derivative)EDGAR
2024-01-294GENERAL ATLANTIC, L.P. — Director, 10% owner
GENERAL ATLANTIC GENPAR, L.P. — Director, 10% owner
General Atlantic Partners 100, L.P. — Director, 10% owner
GAP COINVESTMENTS III, LLC — Director, 10% owner
GAP COINVESTMENTS IV, LLC — Director, 10% owner
GAP Coinvestments V, LLC — Director, 10% owner
GENERAL ATLANTIC GENPAR (BERMUDA), L.P. — Director, 10% owner
General Atlantic (IC), L.P. — Director, 10% owner
GAP Coinvestments CDA, L.P. — Director, 10% owner
General Atlantic (SPV) GP, LLC — Director, 10% owner
Other (J): 43,943,144 · Disposition to issuer (D): 46,328,396 @ $23EDGAR
2024-01-224Rodriguez Diego A — DirectorOption exercise (M): 7,556 @ $0 · Option exercise (M): 7,556 (derivative) @ $0EDGAR
2024-01-034O'Brien Kevin William — See RemarksOption exercise (M): 2,114 @ $0 · Tax withholding (F): 733 @ $22.90 · Sale (S): 3,000 @ $22.90 · Option exercise (M): 2,114 (derivative) @ $0EDGAR
2024-01-034Bennett Robert Paul — Chief Executive Officer, DirectorOption exercise (M): 2,404 @ $0 · Tax withholding (F): 833 @ $22.90 · Option exercise (M): 19,377 @ $0 · Tax withholding (F): 5,938 @ $22.90 · Option exercise (M): 2,404 (derivative) @ $0 · Option exercise (M): 19,377 (derivative) @ $0EDGAR
2024-01-034Donovan Patrick F — Chief Accounting OfficerOption exercise (M): 449 @ $0 · Tax withholding (F): 156 @ $22.90 · Option exercise (M): 1,370 @ $0 · Tax withholding (F): 475 @ $22.90 · Option exercise (M): 449 (derivative) @ $0 · Option exercise (M): 1,370 (derivative) @ $0EDGAR
2024-01-034Seltzer Jonathan Cole — President, SMB SolutionsOption exercise (M): 1,201 @ $0 · Tax withholding (F): 479 @ $22.90 · Option exercise (M): 2,114 @ $0 · Tax withholding (F): 844 @ $22.90 · Option exercise (M): 3,500 @ $3.02 · Sale (S): 3,500 @ $22.90 · +3 moreEDGAR
2024-01-034HUDSON CASSANDRA — Chief Financial OfficerOption exercise (M): 3,605 @ $0 · Tax withholding (F): 1,790 @ $22.90 · Option exercise (M): 7,046 @ $0 · Tax withholding (F): 3,312 @ $22.90 · Option exercise (M): 3,605 (derivative) @ $0 · Option exercise (M): 7,046 (derivative) @ $0EDGAR
2024-01-034SEMEL SCOTT N — Chief Legal OfficerOption exercise (M): 6,706 @ $0 · Tax withholding (F): 2,324 @ $22.90 · Option exercise (M): 3,523 @ $0 · Tax withholding (F): 1,057 @ $22.90 · Option exercise (M): 6,706 (derivative) @ $0 · Option exercise (M): 3,523 (derivative) @ $0EDGAR

Recent 8-K events — EngageSmart, Inc.

FiledFormItems reportedSource
2024-01-268-K1.01 — Entry into a Material Definitive Agreement
1.02 — Termination of a Material Definitive Agreement
2.01 — Completion of Acquisition or Disposition of Assets
2.03 — Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
3.01 — Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing
3.03 — Material Modification to Rights of Security Holders
5.01 — Changes in Control of Registrant
5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
5.03 — Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
8.01 — Other Events
9.01 — Financial Statements and Exhibits
EDGAR
2024-01-248-K5.07 — Submission of Matters to a Vote of Security HoldersEDGAR
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