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United States Software & IT Services

EngageSmart Inc (ESMT)

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Ticker: ESMT Exchange: NYS
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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Activity signal Earnings
Top insiders
Trades
Seltzer Jonathan Cole
President, SMB Solutions
1 sale — total 80,150 USD
Planned sale 2 Jan 2024
Value US$3,005,154.37 | Price 443.20 | Shares 27,319
Planned sale 2 Jan 2024
Value US$2,031,473.88 | Price 200.04 | Shares 6,939
Proposed sale 2 Jan 2024
Value US$160,300.00 | Price 22.90 | Shares 7,000
Proposed sale 2 Jan 2024
Value US$68,706.00 | Price 22.90 | Shares 3,000
Planned sale 1 Dec 2023
Value US$79,905.00 | Price 22.83 | Shares 3,500
Planned sale 1 Dec 2023
Value US$68,460.00 | Price 22.82 | Shares 3,000
Proposed sale 1 Dec 2023
Value US$68,466.90 | Price 22.82 | Shares 3,000
Sale 27 Nov 2023
Value US$731,200.00 | Price 22.85 | Shares 32,000
Planned sale 1 Nov 2023
Value US$67,980.00 | Price 22.66 | Shares 3,000
Planned sale 1 Nov 2023
Value US$79,240.00 | Price 22.64 | Shares 3,500
Proposed sale 1 Nov 2023
Value US$67,979.10 | Price 22.66 | Shares 3,000
Planned sale 2 Oct 2023
Value US$64,820.00 | Price 18.52 | Shares 3,500
Planned sale 2 Oct 2023
Value US$54,960.00 | Price 18.32 | Shares 3,000
Proposed sale 2 Oct 2023
Value US$54,949.80 | Price 18.32 | Shares 3,000
Proposed sale 2 Oct 2023
Value US$188,895.00 | Price 17.99 | Shares 10,500
Planned sale 1 Sep 2023
Value US$62,720.00 | Price 17.92 | Shares 3,500
Planned sale 1 Sep 2023
Value US$53,490.00 | Price 17.83 | Shares 3,000
Proposed sale 1 Sep 2023
Value US$53,478.30 | Price 17.83 | Shares 3,000
Sale 14 Aug 2023
Value US$254,100.00 | Price 16.94 | Shares 15,000
Planned sale 1 Aug 2023
Value US$66,290.00 | Price 18.94 | Shares 3,500
Planned sale 1 Aug 2023
Value US$56,490.00 | Price 18.83 | Shares 3,000
Proposed sale 1 Aug 2023
Value US$56,489.10 | Price 18.83 | Shares 3,000
Planned sale 5 Jul 2023
Value US$518,840.00 | Price 18.53 | Shares 28,000
Planned sale 5 Jul 2023
Value US$518,840.00 | Price 18.53 | Shares 28,000
Planned sale 5 Jul 2023
Value US$518,840.00 | Price 18.53 | Shares 28,000
Planned sale 3 Jul 2023
Value US$261,380.00 | Price 18.67 | Shares 14,000
Sale 3 Jul 2023
Value US$261,380.00 | Price 18.67 | Shares 14,000
Planned sale 3 Jul 2023
Value US$261,380.00 | Price 18.67 | Shares 14,000
Planned sale 3 Jul 2023
Value US$56,490.00 | Price 18.83 | Shares 3,000
Planned sale 3 Jul 2023
Value US$65,415.00 | Price 18.69 | Shares 3,500
Proposed sale 3 Jul 2023
Value US$56,504.10 | Price 18.83 | Shares 3,000
Proposed sale 3 Jul 2023
Value US$801,780.00 | Price 19.09 | Shares 42,000
Proposed sale 3 Jul 2023
Value US$801,780.00 | Price 19.09 | Shares 42,000
Proposed sale 3 Jul 2023
Value US$801,780.00 | Price 19.09 | Shares 42,000
Planned sale 16 Jun 2023
Value US$164,340.00 | Price 18.26 | Shares 9,000
Proposed sale 16 Jun 2023
Value US$164,303.10 | Price 18.26 | Shares 9,000
Planned sale 15 Jun 2023
Value US$64,225.00 | Price 18.35 | Shares 3,500
Planned sale 14 Jun 2023
Value US$368,400.00 | Price 18.42 | Shares 20,000
Proposed sale 14 Jun 2023
Value US$638,180.00 | Price 18.77 | Shares 34,000
Planned sale 2 Jun 2023
Value US$18,049.98 | Price 19.02 | Shares 949
Proposed sale 2 Jun 2023
Value US$18,045.40 | Price 19.02 | Shares 949
Planned sale 16 May 2023
Value US$40,553.10 | Price 17.22 | Shares 2,355
Planned sale 5 Apr 2023
Value US$2,999.62 | Price 18.07 | Shares 166
Planned sale 5 Apr 2023
Value US$238,498.16 | Price 17.24 | Shares 13,834
Planned sale 5 Apr 2023
Value US$3,017.69 | Price 18.07 | Shares 167
Planned sale 5 Apr 2023
Value US$238,480.92 | Price 17.24 | Shares 13,833
Planned sale 5 Apr 2023
Value US$3,017.69 | Price 18.07 | Shares 167
Planned sale 5 Apr 2023
Value US$238,480.92 | Price 17.24 | Shares 13,833
Proposed sale 5 Apr 2023
Value US$255,780.00 | Price 18.27 | Shares 14,000
Proposed sale 5 Apr 2023
Value US$255,780.00 | Price 18.27 | Shares 14,000
Proposed sale 5 Apr 2023
Value US$255,780.00 | Price 18.27 | Shares 14,000
Planned sale 4 Apr 2023
Value US$255,780.00 | Price 18.27 | Shares 14,000
Planned sale 4 Apr 2023
Value US$255,780.00 | Price 18.27 | Shares 14,000
Planned sale 4 Apr 2023
Value US$255,780.00 | Price 18.27 | Shares 14,000
Proposed sale 4 Apr 2023
Value US$263,340.00 | Price 18.81 | Shares 14,000
Proposed sale 4 Apr 2023
Value US$263,340.00 | Price 18.81 | Shares 14,000
Proposed sale 4 Apr 2023
Value US$263,340.00 | Price 18.81 | Shares 14,000
Planned sale 3 Apr 2023
Value US$264,320.00 | Price 18.88 | Shares 14,000
Planned sale 3 Apr 2023
Value US$264,320.00 | Price 18.88 | Shares 14,000
Planned sale 3 Apr 2023
Value US$264,320.00 | Price 18.88 | Shares 14,000
Proposed sale 3 Apr 2023
Value US$269,500.00 | Price 19.25 | Shares 14,000
Proposed sale 3 Apr 2023
Value US$269,500.00 | Price 19.25 | Shares 14,000
Proposed sale 3 Apr 2023
Value US$269,500.00 | Price 19.25 | Shares 14,000
Sale 7 Mar 2023
Value US$16,598,491.34 | Price 18.19 | Shares 912,381
Sale 7 Mar 2023
Value US$16,598,491.34 | Price 18.19 | Shares 912,381
Sale 7 Mar 2023
Value US$634,772.71 | Price 18.19 | Shares 34,892
Sale 7 Mar 2023
Value US$4,597,735.95 | Price 18.19 | Shares 252,727
Sale 3 Mar 2023
Value US$109,619,181.64 | Price 18.19 | Shares 6,025,515
Sale 3 Mar 2023
Value US$109,619,181.64 | Price 18.19 | Shares 6,025,515
Sale 3 Mar 2023
Value US$4,192,152.35 | Price 18.19 | Shares 230,433
Sale 3 Mar 2023
Value US$1,425,000.00 | Price 19.00 | Shares 75,000
Sale 3 Mar 2023
Value US$30,364,228.51 | Price 18.19 | Shares 1,669,052
Sale 2 Mar 2023
Value US$69,060.95 | Price 18.65 | Shares 3,703
Planned sale 4 Jan 2023
Value US$245,140.00 | Price 17.51 | Shares 14,000
Planned sale 4 Jan 2023
Value US$245,140.00 | Price 17.51 | Shares 14,000
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date B/S Transaction type Insider and/or position Nb. shares
Price
Value 		Number of shares Price Value Details
2024-01-03 2024-01-02 PlS Planned sale
0.7
Seltzer Jonathan Cole

President, SMB Solutions

Officer
27,319 +46.7%
443.20
US$3,005,154 		27,319 +46.7% 443.20 US$3,005,154
2024-01-03 2024-01-02 PlS Planned sale
O'Brien Kevin William

See Remarks

Officer
6,939 +14.9%
200.04
US$2,031,474 		6,939 +14.9% 200.04 US$2,031,474
2024-01-02 2024-01-02 PrS Proposed sale
0.7
JONATHAN SELTZER

Officer

Officer
68,439
311.07
US$3,627,095 		68,439 311.07 US$3,627,095
2024-01-02 2024-01-02 PrS Proposed sale
KEVIN W O'BRIEN

Officer

Officer
3,000
22.90
US$68,706 		3,000 22.90 US$68,706
2023-12-05 2023-12-01 PlS Planned sale
0.7
Seltzer Jonathan Cole

President, SMB Solutions

Officer
3,500 -67.7%
22.83
US$79,905 		3,500 -67.7% 22.83 US$79,905
2023-12-05 2023-12-01 PlS Planned sale
O'Brien Kevin William

See Remarks

Officer
3,000 -11.2%
22.82
US$68,460 		3,000 -11.2% 22.82 US$68,460
2023-12-01 2023-12-01 PrS Proposed sale
KEVIN W O'BRIEN

Officer

Officer
3,000
22.82
US$68,467 		3,000 22.82 US$68,467
2023-11-29 2023-11-27 S Sale
Donovan Patrick F

Chief Accounting Officer

Officer
32,000 -88.6%
22.85
US$731,200 		32,000 -88.6% 22.85 US$731,200
2023-11-03 2023-11-01 PlS Planned sale
O'Brien Kevin William

See Remarks

Officer
3,000 -10.1%
22.66
US$67,980 		3,000 -10.1% 22.66 US$67,980
2023-11-03 2023-11-01 PlS Planned sale
0.7
Seltzer Jonathan Cole

President, SMB Solutions

Officer
3,500 -67.7%
22.64
US$79,240 		3,500 -67.7% 22.64 US$79,240
2023-11-01 2023-11-01 PrS Proposed sale
KEVIN W OBRIEN

Officer

Officer
3,000
22.66
US$67,979 		3,000 22.66 US$67,979
2023-10-03 2023-10-02 PlS Planned sale
0.7
Seltzer Jonathan Cole

President, SMB Solutions

Officer
3,500 -67.7%
18.52
US$64,820 		3,500 -67.7% 18.52 US$64,820
2023-10-03 2023-10-02 PlS Planned sale
O'Brien Kevin William

See Remarks

Officer
3,000 -11.2%
18.32
US$54,960 		3,000 -11.2% 18.32 US$54,960
2023-10-02 2023-10-02 PrS Proposed sale
KEVIN W O'BRIEN

Officer

Officer
3,000
18.32
US$54,950 		3,000 18.32 US$54,950
2023-10-02 2023-10-02 PrS Proposed sale
0.7
JONATHAN SELTZER

Officer

Officer
10,500
17.99
US$188,895 		10,500 17.99 US$188,895
2023-09-06 2023-09-01 PlS Planned sale
0.7
Seltzer Jonathan Cole

President, SMB Solutions

Officer
3,500 -100.0%
17.92
US$62,720 		3,500 -100.0% 17.92 US$62,720
2023-09-06 2023-09-01 PlS Planned sale
O'Brien Kevin William

See Remarks

Officer
3,000 -10.5%
17.83
US$53,490 		3,000 -10.5% 17.83 US$53,490
2023-09-01 2023-09-01 PrS Proposed sale
KEVIN W O'BRIEN

Officer

Officer
3,000
17.83
US$53,478 		3,000 17.83 US$53,478
2023-08-15 2023-08-14 S Sale
0.7
Seltzer Jonathan Cole

President, SMB Solutions

Officer
15,000 -100.0%
16.94
US$254,100 		15,000 -100.0% 16.94 US$254,100
2023-08-02 2023-08-01 PlS Planned sale
0.7
Seltzer Jonathan Cole

President, SMB Solutions

Officer
3,500 -31.0%
18.94
US$66,290 		3,500 -31.0% 18.94 US$66,290
2023-08-02 2023-08-01 PlS Planned sale
O'Brien Kevin William

See Remarks

Officer
3,000 -9.5%
18.83
US$56,490 		3,000 -9.5% 18.83 US$56,490
2023-08-01 2023-08-01 PrS Proposed sale
KEVIN W O'BRIEN

Officer

Officer
3,000
18.83
US$56,489 		3,000 18.83 US$56,489
2023-07-14 2023-07-05 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
28,000 -2.1%
18.53
US$518,840 		28,000 -2.1% 18.53 US$518,840
2023-07-14 2023-07-05 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
28,000 -3.3%
18.53
US$518,840 		28,000 -3.3% 18.53 US$518,840
2023-07-14 2023-07-05 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
28,000 -3.3%
18.53
US$518,840 		28,000 -3.3% 18.53 US$518,840
2023-07-06 2023-07-03 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
14,000 -1.0%
18.67
US$261,380 		14,000 -1.0% 18.67 US$261,380
2023-07-06 2023-07-03 S Sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
14,000 -1.6%
18.67
US$261,380 		14,000 -1.6% 18.67 US$261,380
2023-07-06 2023-07-03 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
14,000 -1.6%
18.67
US$261,380 		14,000 -1.6% 18.67 US$261,380
2023-07-06 2023-07-03 PlS Planned sale
O'Brien Kevin William

See Remarks

Officer
3,000 -10.4%
18.83
US$56,490 		3,000 -10.4% 18.83 US$56,490
2023-07-06 2023-07-03 PlS Planned sale
0.7
Seltzer Jonathan Cole

President, SMB Solutions

Officer
3,500 -31.0%
18.69
US$65,415 		3,500 -31.0% 18.69 US$65,415
2023-07-03 2023-07-03 PrS Proposed sale
KEVIN W O'BRIEN

Officer

Officer
3,000
18.83
US$56,504 		3,000 18.83 US$56,504
2023-07-03 2023-07-03 PrS Proposed sale
1.1
ROBERT P BENNETT

Director; Officer

Executive Director
42,000
19.09
US$801,780 		42,000 19.09 US$801,780
2023-07-03 2023-07-03 PrS Proposed sale
1.1
THE BENNETT FAMILY 2020 TRUSTU/A DTD 12/31/2020

Director; Officer

Executive Director
42,000
19.09
US$801,780 		42,000 19.09 US$801,780
2023-07-03 2023-07-03 PrS Proposed sale
1.1
THE ROBERT P BENNETT 2020 GRAT U/ADTD 12/31/2020

Director; Officer

Executive Director
42,000
19.09
US$801,780 		42,000 19.09 US$801,780
2023-06-21 2023-06-16 PlS Planned sale
O'Brien Kevin William

See Remarks

Officer
9,000 -24.6%
18.26
US$164,340 		9,000 -24.6% 18.26 US$164,340
2023-06-16 2023-06-16 PrS Proposed sale
KEVIN W O'BRIEN

Officer

Officer
9,000
18.26
US$164,303 		9,000 18.26 US$164,303
2023-06-16 2023-06-15 PlS Planned sale
0.7
Seltzer Jonathan Cole

President, SMB Solutions

Officer
3,500 -38.4%
18.35
US$64,225 		3,500 -38.4% 18.35 US$64,225
2023-06-16 2023-06-14 PlS Planned sale
0.7
Seltzer Jonathan Cole

President, SMB Solutions

Officer
20,000 -78.1%
18.42
US$368,400 		20,000 -78.1% 18.42 US$368,400
2023-06-14 2023-06-14 PrS Proposed sale
0.7
JONATHAN SELTZER

Officer

Officer
34,000
18.77
US$638,180 		34,000 18.77 US$638,180
2023-06-05 2023-06-02 PlS Planned sale
Donovan Patrick F

Chief Accounting Officer

Officer
949 -27.3%
19.02
US$18,050 		949 -27.3% 19.02 US$18,050
2023-06-02 2023-06-02 PrS Proposed sale
Donovan Patrick F

Officer

Officer
949
19.02
US$18,045 		949 19.02 US$18,045
2023-05-17 2023-05-16 PlS Planned sale
2.9
HUDSON CASSANDRA

Chief Financial Officer

Officer
2,355 -12.2%
17.22
US$40,553 		2,355 -12.2% 17.22 US$40,553
2023-04-06 2023-04-05 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
166 -0.0%
18.07
US$3,000 		166 -0.0% 18.07 US$3,000
2023-04-06 2023-04-05 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
13,834 -1.0%
17.24
US$238,498 		13,834 -1.0% 17.24 US$238,498
2023-04-06 2023-04-05 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
167 -0.0%
18.07
US$3,018 		167 -0.0% 18.07 US$3,018
2023-04-06 2023-04-05 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
13,833 -1.6%
17.24
US$238,481 		13,833 -1.6% 17.24 US$238,481
2023-04-06 2023-04-05 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
167 -0.0%
18.07
US$3,018 		167 -0.0% 18.07 US$3,018
2023-04-06 2023-04-05 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
13,833 -1.6%
17.24
US$238,481 		13,833 -1.6% 17.24 US$238,481
2023-04-05 2023-04-05 PrS Proposed sale
1.1
THE ROBERT P BENNETT 2020 GRAT U/ADTD 12/31/2020

Officer

Officer
14,000
18.27
US$255,780 		14,000 18.27 US$255,780
2023-04-05 2023-04-05 PrS Proposed sale
1.1
THE BENNETT FAMILY 2020 TRUSTU/A DTD 12/31/2020

Officer

Officer
14,000
18.27
US$255,780 		14,000 18.27 US$255,780
2023-04-05 2023-04-05 PrS Proposed sale
1.1
Robert Paul Bennett

Officer

Officer
14,000
18.27
US$255,780 		14,000 18.27 US$255,780
2023-04-06 2023-04-04 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
14,000 -1.0%
18.27
US$255,780 		14,000 -1.0% 18.27 US$255,780
2023-04-06 2023-04-04 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
14,000 -1.6%
18.27
US$255,780 		14,000 -1.6% 18.27 US$255,780
2023-04-06 2023-04-04 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
14,000 -1.6%
18.27
US$255,780 		14,000 -1.6% 18.27 US$255,780
2023-04-04 2023-04-04 PrS Proposed sale
1.1
BENNETT FAMILY 2020 TRUSTU/A DTD 12/31/2020

Officer

Officer
14,000
18.81
US$263,340 		14,000 18.81 US$263,340
2023-04-04 2023-04-04 PrS Proposed sale
1.1
Robert Paul Bennett

Officer

Officer
14,000
18.81
US$263,340 		14,000 18.81 US$263,340
2023-04-04 2023-04-04 PrS Proposed sale
1.1
THE ROBERT P BENNETT 2020 GRAT U/ADTD 12/31/2020

Officer

Officer
14,000
18.81
US$263,340 		14,000 18.81 US$263,340
2023-04-04 2023-04-03 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
14,000 -1.0%
18.88
US$264,320 		14,000 -1.0% 18.88 US$264,320
2023-04-04 2023-04-03 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
14,000 -1.6%
18.88
US$264,320 		14,000 -1.6% 18.88 US$264,320
2023-04-04 2023-04-03 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
14,000 -1.6%
18.88
US$264,320 		14,000 -1.6% 18.88 US$264,320
2023-04-03 2023-04-03 PrS Proposed sale
1.1
THE ROBERT P BENNETT 2020 GRAT U/ADTD 12/31/2020

Officer

Officer
14,000
19.25
US$269,500 		14,000 19.25 US$269,500
2023-04-03 2023-04-03 PrS Proposed sale
1.1
Robert Paul Bennett

Officer

Officer
14,000
19.25
US$269,500 		14,000 19.25 US$269,500
2023-04-03 2023-04-03 PrS Proposed sale
1.1
BENNETT FAMILY 2020 TRUST U/A DTD 12/31/2020

Officer

Officer
14,000
19.25
US$269,500 		14,000 19.25 US$269,500
2023-03-07 2023-03-07 S Sale
3.1
GENERAL ATLANTIC, L.P.
Non-Executive Director Large shareholder
912,381 -1.0%
18.19
US$16,598,491 		912,381 -1.0% 18.19 US$16,598,491
2023-03-07 2023-03-07 S Sale
1.1
General Atlantic Partners (Bermuda) EU, L.P.
Non-Executive Director Large shareholder
912,381 -1.0%
18.19
US$16,598,491 		912,381 -1.0% 18.19 US$16,598,491
2023-03-07 2023-03-07 S Sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
34,892 -4.1%
18.19
US$634,773 		34,892 -4.1% 18.19 US$634,773
2023-03-07 2023-03-07 S Sale
3.3
SUMMIT PARTNERS L P
Large shareholder
252,727 -1.0%
18.19
US$4,597,736 		252,727 -1.0% 18.19 US$4,597,736
2023-03-07 2023-03-03 S Sale
3.1
GENERAL ATLANTIC, L.P.
Non-Executive Director Large shareholder
6,025,515 -6.2%
18.19
US$109,619,182 		6,025,515 -6.2% 18.19 US$109,619,182
2023-03-07 2023-03-03 S Sale
1.1
General Atlantic Partners (Bermuda) EU, L.P.
Non-Executive Director Large shareholder
6,025,515 -6.2%
18.19
US$109,619,182 		6,025,515 -6.2% 18.19 US$109,619,182
2023-03-07 2023-03-03 S Sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
230,433 -21.2%
18.19
US$4,192,152 		230,433 -21.2% 18.19 US$4,192,152
2023-03-06 2023-03-03 S Sale
2.9
HUDSON CASSANDRA

Chief Financial Officer

Officer
75,000 -84.9%
19.00
US$1,425,000 		75,000 -84.9% 19.00 US$1,425,000
2023-03-03 2023-03-03 S Sale
3.3
SUMMIT PARTNERS L P
Large shareholder
1,669,052 -6.2%
18.19
US$30,364,229 		1,669,052 -6.2% 18.19 US$30,364,229
2023-03-06 2023-03-02 S Sale
3.4
Rodriguez Diego A
Non-Executive Director
3,703 -49.0%
18.65
US$69,061 		3,703 -49.0% 18.65 US$69,061
2023-01-04 2023-01-04 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
14,000 -1.0%
17.51
US$245,140 		14,000 -1.0% 17.51 US$245,140
2023-01-04 2023-01-04 PlS Planned sale
1.1
Bennett Robert Paul

Chief Executive Officer

Executive Director
14,000 -1.5%
17.51
US$245,140 		14,000 -1.5% 17.51 US$245,140
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