Engage Smart, Inc. ESMT
We take great care to ensure that the data presented and summarized in this overview for EngageSmart, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding ESMT
View allLatest Institutional Activity in ESMT
Top Purchases
Top Sells
About ESMT
EngageSmart, Inc. provides Software-as-a-Service based customer engagement software and integrated payment solutions. It operates through two segments, Enterprise Solutions and SMB (small and medium sized business) Solutions. The company offers SimplePractice, an end-to-end practice management and electronic health record platform for health and wellness professionals to manage their practices; and InvoiceCloud, an electronic bill presentment and payment solution that helps government, utility, and financial services customers to digitize billing, client communications, and collections. It also provides HealthPay24, a patient engagement and payment platform that helps health systems, physician groups, dental practices, and medical billers to drive patient self-pay collections; and DonorDrive, a fundraising software platform that helps non-profits, healthcare organizations, and higher education institutions produce virtual events, launch branded donation campaigns, and create peer-to-peer fundraising experiences. The company was formerly known as EngageSmart, LLC. and changed its name to EngageSmart, Inc. in June 2021. EngageSmart, Inc. was incorporated in 2018 and is headquartered in Braintree, Massachusetts.
Insider Transactions at ESMT
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Jan 26
2024
|
General Atlantic LLC Director |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
46,328,396
-100.0%
|
$1,065,553,108
$23.0 P/Share
|
Jan 26
2024
|
General Atlantic LLC Director |
SELL
Other acquisition or disposition
|
Indirect |
43,943,144
-48.68%
|
-
|
Jan 26
2024
|
General Atlantic Partners (Bermuda) Eu, L.P. Director |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
46,328,396
-100.0%
|
$1,065,553,108
$23.0 P/Share
|
Jan 26
2024
|
General Atlantic Partners (Bermuda) Eu, L.P. Director |
SELL
Other acquisition or disposition
|
Indirect |
43,943,144
-48.68%
|
-
|
Jan 26
2024
|
Cassandra Hudson Chief Financial Officer |
SELL
Sale (or disposition) back to the issuer
|
Direct |
74,326
-100.0%
|
$1,709,498
$23.0 P/Share
|
Jan 26
2024
|
David E Mangum |
SELL
Sale (or disposition) back to the issuer
|
Direct |
8,500
-100.0%
|
$195,500
$23.0 P/Share
|
Jan 26
2024
|
Deborah A. Dunnam |
SELL
Sale (or disposition) back to the issuer
|
Direct |
21,191
-100.0%
|
$487,393
$23.0 P/Share
|
Jan 26
2024
|
Scott N Semel Chief Legal Officer |
SELL
Sale (or disposition) back to the issuer
|
Direct |
41,729
-100.0%
|
$959,767
$23.0 P/Share
|
Jan 26
2024
|
Robert Paul Bennett Chief Executive Officer |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
2,141,877
-100.0%
|
$49,263,171
$23.0 P/Share
|
Jan 26
2024
|
Robert Paul Bennett Chief Executive Officer |
SELL
Sale (or disposition) back to the issuer
|
Direct |
859,710
-100.0%
|
$19,773,330
$23.0 P/Share
|
Jan 26
2024
|
Diego A Rodriguez |
SELL
Sale (or disposition) back to the issuer
|
Direct |
11,409
-100.0%
|
$262,407
$23.0 P/Share
|
Jan 26
2024
|
Patrick F Donovan Chief Accounting Officer |
SELL
Sale (or disposition) back to the issuer
|
Direct |
5,318
-100.0%
|
$122,314
$23.0 P/Share
|
Jan 26
2024
|
Kevin William O'Brien |
SELL
Sale (or disposition) back to the issuer
|
Direct |
22,094
-100.0%
|
$508,162
$23.0 P/Share
|
Jan 26
2024
|
Jonathan Cole Seltzer President, SMB Solutions |
SELL
Sale (or disposition) back to the issuer
|
Direct |
3,663
-100.0%
|
$84,249
$23.0 P/Share
|
Jan 19
2024
|
Diego A Rodriguez |
BUY
Exercise of conversion of derivative security
|
Direct |
7,556
+39.84%
|
-
|
Jan 02
2024
|
Kevin William O'Brien |
SELL
Open market or private sale
|
Direct |
3,000
-11.96%
|
$66,000
$22.9 P/Share
|
Jan 02
2024
|
Jonathan Cole Seltzer President, SMB Solutions |
SELL
Open market or private sale
|
Direct |
3,500
-48.86%
|
$77,000
$22.9 P/Share
|
Jan 02
2024
|
Jonathan Cole Seltzer President, SMB Solutions |
BUY
Exercise of conversion of derivative security
|
Direct |
3,500
+32.82%
|
$10,500
$3.02 P/Share
|
Jan 01
2024
|
Cassandra Hudson Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
5,102
-3.37%
|
$112,244
$22.9 P/Share
|
Jan 01
2024
|
Cassandra Hudson Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
10,651
+6.53%
|
-
|
Last 12 Months Summary
Exercise of conversion of derivative security | 111K shares |
---|
Sale (or disposition) back to the issuer | 95.8M shares |
---|---|
Other acquisition or disposition | 87.9M shares |
Payment of exercise price or tax liability | 22.6K shares |
Open market or private sale | 51.5K shares |