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EngageSmart, Inc.

ESMTDelisted Jan 26, 2024
Industry
Services-Prepackaged Software
SEC CIK
0001863105

EngageSmart, Inc. was delisted on Jan 26, 2024; its insiders filed their last Form 4 on Jan 29, 2024; 149 institutions reported holding it in 13F filings for Q4 2023, worth $3.62B in total; no superinvestor held it.

Open-market trades, last 90 days

Open-market purchases (P) and sales (S) by EngageSmart, Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.

Open-market buys
0 filings
Open-market sells
0 filings
Insiders trading
0
Net value
$0
Purchases minus sales

Insider roster

Directors, officers and 10% owners who have filed a Form 4 for EngageSmart, Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.

Insider roster for EngageSmart, Inc.
NameTitleLast reported holdingLast filingFilings, past year
GAP (Bermuda) L.P.Director, 10% Owner0IndirectJan 29, 20240
General Atlantic Partners (Bermuda) EU, L.P.Director, 10% Owner0IndirectJan 29, 20240
General Atlantic, L.P.Director, 10% Owner0IndirectJan 29, 20240
Gap Coinvestments III, LLCDirector, 10% Owner0IndirectJan 29, 20240
Gap Coinvestments IV, LLCDirector, 10% Owner0IndirectJan 29, 20240
GAP Coinvestments CDA, L.P.Director, 10% Owner0IndirectJan 29, 20240
General Atlantic Genpar, L.P.Director, 10% Owner0IndirectJan 29, 20240
General Atlantic Genpar (Bermuda), L.P.Director, 10% Owner0IndirectJan 29, 20240
General Atlantic Partners 100, L.P.Director, 10% Owner0IndirectJan 29, 20240
General Atlantic (SPV) GP, LLCDirector, 10% Owner0IndirectJan 29, 20240
GAP Coinvestments V, LLCDirector, 10% Owner0IndirectJan 29, 20240
General Atlantic (IC), L.P.Director, 10% Owner0IndirectJan 29, 20240
Semel Scott NChief Legal Officer0Jan 29, 20240
Mangum David EDirector0Jan 29, 20240
Hudson CassandraChief Financial Officer0Jan 29, 20240
Dunnam Deborah A.Director0Jan 29, 20240
Bennett Robert PaulChief Executive Officer0IndirectJan 29, 20240
Seltzer Jonathan ColePresident, SMB Solutions0Jan 29, 20240
O'Brien Kevin WilliamSee Remarks0Jan 29, 20240
Rodriguez Diego ADirector0Jan 29, 20240
Donovan Patrick FChief Accounting Officer0Jan 29, 20240
Summit Partners L P10% Owner25,004,973IndirectMar 7, 20230
Chung Peter Y10% Owner25,004,973IndirectMar 7, 20230
Collins Scott C10% Owner25,004,973IndirectMar 7, 20230
Summit Investors I, LLC10% Owner25,004,973IndirectMar 7, 20230
Summit Investors I (UK), L.P.10% Owner25,004,973IndirectMar 7, 20230
Summit Partners Growth Equity Fund VIII-A, L.P.10% Owner25,004,973IndirectMar 7, 20230
Summit Partners Growth Equity Fund VIII-B, L.P.10% Owner25,004,973IndirectMar 7, 20230
Summit Partners Entrepreneur Advisors Fund I, L.P.10% Owner25,004,973IndirectMar 7, 20230
Summit Master Company, LLC10% Owner25,004,973IndirectMar 7, 20230
Kallenbach CharlesGeneral Counsel–Sep 29, 20210
Glover Ashley ChaffinDirector–Sep 29, 20210
Griffin Thomas EldridgePresident, Enterprise Solution–Sep 29, 20210

Insider trades

Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Jan 3, 2024 (view filing)Jan 21 dayO'Brien Kevin WilliamSee RemarksSSale−3.00K$22.90−$68.7K−12.0%22.1K after10b5-1
Jan 3, 2024 (view filing)Jan 21 daySeltzer Jonathan ColePresident, SMB SolutionsSSale−3.50K$22.90−$80.2K−48.9%3.66K after10b5-1
Dec 5, 2023 (view filing)Dec 14 daysO'Brien Kevin WilliamSee RemarksSSale−3.00K$22.82−$68.5K−11.2%23.7K after10b5-1
Dec 5, 2023 (view filing)Dec 14 daysSeltzer Jonathan ColePresident, SMB SolutionsSSale−3.50K$22.83−$79.9K−67.7%1.67K after10b5-1
Nov 29, 2023 (view filing)Nov 272 daysDonovan Patrick FChief Accounting OfficerSSale−32.0K$22.85−$731.2K−88.6%4.13K after
Nov 3, 2023 (view filing)Nov 12 daysO'Brien Kevin WilliamSee RemarksSSale−3.00K$22.66−$68.0K−10.1%26.7K after10b5-1
Nov 3, 2023 (view filing)Nov 12 daysSeltzer Jonathan ColePresident, SMB SolutionsSSale−3.50K$22.64−$79.2K−67.7%1.67K after10b5-1
Oct 3, 2023 (view filing)Oct 21 dayO'Brien Kevin WilliamSee RemarksSSale−3.00K$18.32−$55.0K−11.2%23.8K after10b5-1
Oct 3, 2023 (view filing)Oct 21 daySeltzer Jonathan ColePresident, SMB SolutionsSSale−3.50K$18.52−$64.8K−67.7%1.67K after10b5-1
Sep 6, 2023 (view filing)Sep 15 daysO'Brien Kevin WilliamSee RemarksSSale−3.00K$17.83−$53.5K−10.5%25.7K after10b5-1
Sep 6, 2023 (view filing)Sep 15 daysSeltzer Jonathan ColePresident, SMB SolutionsSSale−3.50K$17.92−$62.7K−100.0%0 after10b5-1
Aug 15, 2023 (view filing)Aug 141 daySeltzer Jonathan ColePresident, SMB SolutionsSSale−15.0K$16.94−$254.1K−100.0%0 after
Aug 2, 2023 (view filing)Aug 11 daySeltzer Jonathan ColePresident, SMB SolutionsSSale−3.50K$18.94−$66.3K−31.0%7.78K after10b5-1
Aug 2, 2023 (view filing)Aug 11 dayO'Brien Kevin WilliamSee RemarksSSale−3.00K$18.83−$56.5K−9.5%28.7K after10b5-1
Jul 14, 2023 (view filing)Jul 59 daysLateBennett Robert PaulChief Executive OfficerSSale−28.0K$18.53−$518.8K−3.3%810.5K after10b5-1
Jul 14, 2023 (view filing)Jul 59 daysLateBennett Robert PaulChief Executive OfficerSSale−56.0K$18.53−$1.04M−4.0%1.33M after2 lots10b5-1
Jul 6, 2023 (view filing)Jul 33 daysSeltzer Jonathan ColePresident, SMB SolutionsSSale−3.50K$18.69−$65.4K−31.0%7.78K after10b5-1
Jul 6, 2023 (view filing)Jul 33 daysO'Brien Kevin WilliamSee RemarksSSale−3.00K$18.83−$56.5K−10.4%25.8K after10b5-1
Jul 6, 2023 (view filing)Jul 33 daysBennett Robert PaulChief Executive OfficerSSale−14.0K$18.67−$261.4K−1.6%838.5K after10b5-1
Jul 6, 2023 (view filing)Jul 33 daysBennett Robert PaulChief Executive OfficerSSale−28.0K$18.67−$522.8K−2.0%1.36M after2 lots10b5-1
Jun 21, 2023 (view filing)Jun 165 daysO'Brien Kevin WilliamSee RemarksSSale−9.00K$18.26−$164.3K−24.6%27.6K after10b5-1
Jun 16, 2023 (view filing)Jun 14-152 daysSeltzer Jonathan ColePresident, SMB SolutionsSSale−23.5K$18.41−$432.6K−80.7%5.61K after2 lots10b5-1
Jun 5, 2023 (view filing)Jun 23 daysDonovan Patrick FChief Accounting OfficerSSale−949$19.02−$18.0K−27.3%2.53K after
May 17, 2023 (view filing)May 161 dayHudson CassandraChief Financial OfficerSSale−2.35K$17.22−$40.6K−12.2%16.9K after10b5-1
Apr 6, 2023 (view filing)Apr 4-52 daysBennett Robert PaulChief Executive OfficerSSale−28.0K$17.76−$497.3K−3.2%838.9K after3 lots10b5-1
Apr 6, 2023 (view filing)Apr 4-52 daysBennett Robert PaulChief Executive OfficerSSale−56.0K$17.76−$994.6K−3.9%1.37M after6 lots10b5-1
Apr 4, 2023 (view filing)Apr 31 dayBennett Robert PaulChief Executive OfficerSSale−14.0K$18.88−$264.3K−1.6%866.9K after10b5-1
Apr 4, 2023 (view filing)Apr 31 dayBennett Robert PaulChief Executive OfficerSSale−28.0K$18.88−$528.6K−2.0%1.40M after2 lots10b5-1
Mar 7, 2023 (view filing)8:09 PM ETMar 3-74 daysGAP (Bermuda) L.P. and 1 otherDirector, 10% OwnerSSaleCommon Stock, par value $0.001 per share−6.94M$18.19−$126.2M−7.1%90.3M after2 lotsDuplicate filing
Mar 7, 2023 (view filing)8:07 PM ETMar 3-74 daysGeneral Atlantic, L.P. and 9 othersDirector, 10% OwnerSSaleCommon Stock, par value $0.001 per share−6.94M$18.19−$126.2M−7.1%90.3M after2 lots
Mar 7, 2023 (view filing)5:00 PM ETMar 7Same daySummit Partners L P and 8 others10% OwnerSSaleCommon Stock, par value $0.001 per share−252.7K$18.19−$4.60M−1.0%25.0M after
Mar 7, 2023 (view filing)Mar 3-74 daysBennett Robert PaulChief Executive OfficerSSale−265.3K$18.19−$4.83M−24.4%820.4K after2 lots
Mar 6, 2023 (view filing)Mar 24 daysRodriguez Diego ADirectorSSale−3.70K$18.65−$69.1K−49.0%3.85K after
Mar 6, 2023 (view filing)Mar 33 daysHudson CassandraChief Financial OfficerSSale−75.0K$19.00−$1.43M−84.9%13.4K after
Mar 3, 2023 (view filing)5:26 PM ETMar 3Same daySummit Partners L P and 8 others10% OwnerSSaleCommon Stock, par value $0.001 per share−1.67M$18.19−$30.4M−6.2%25.3M after
Jan 4, 2023 (view filing)Jan 3-41 dayBennett Robert PaulChief Executive OfficerSSale−42.0K$17.62−$739.9K−3.7%1.09M after2 lots
Jan 4, 2023 (view filing)Jan 3-41 dayBennett Robert PaulChief Executive OfficerSSale−84.0K$17.62−$1.48M−5.6%1.42M after4 lots
Jan 4, 2023 (view filing)Jan 31 daySeltzer Jonathan ColePresident, SMB SolutionsSSale−300$18.02−$5.41K−8.0%3.44K after
Nov 3, 2022 (view filing)Nov 12 daysSeltzer Jonathan ColePresident, SMB SolutionsSSale−8.33K$19.89−$165.8K−75.4%2.72K after
Oct 12, 2022 (view filing)Oct 102 daysSeltzer Jonathan ColePresident, SMB SolutionsSSale−8.33K$20.54−$171.2K−75.4%2.72K after2 lots
Oct 12, 2022 (view filing)Oct 10-122 daysBennett Robert PaulChief Executive OfficerSSale−42.0K$19.83−$832.9K−3.6%1.13M after5 lots
Oct 12, 2022 (view filing)Oct 10-122 daysBennett Robert PaulChief Executive OfficerSSale−84.0K$19.85−$1.67M−5.4%1.46M after10 lots
Jun 3, 2022 (view filing)Jun 12 daysSeltzer Jonathan ColePresident, SMB SolutionsSSale−8.33K$21.22−$176.8K−84.7%1.51K after
May 4, 2022 (view filing)May 22 daysSeltzer Jonathan ColePresident, SMB SolutionsSSale−8.33K$20.88−$174.0K−84.7%1.51K after
Apr 20, 2022 (view filing)Apr 182 daysSeltzer Jonathan ColePresident, SMB SolutionsSSale−8.33K$20.85−$173.8K−84.7%1.51K after
Sep 29, 2021 (view filing)Sep 272 daysHudson CassandraChief Financial OfficerPPurchase+1.00K$26.00+$26.0KNew position1.00K after
Sep 29, 2021 (view filing)Sep 272 daysBennett Robert PaulChief Executive OfficerSSale−350.7K$24.38−$8.55M−26.2%985.6K after