Filing Details

Accession Number:
0000899243-23-007383
Form Type:
4
Zero Holdings:
No
Publication Time:
2023-03-07 17:54:30
Reporting Period:
2023-03-03
Accepted Time:
2023-03-07 17:54:30
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1863105 Engagesmart Inc. ESMT Services-Prepackaged Software (7372) 000000000
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1881869 Paul Robert Bennett C/O Engagesmart, Inc.
30 Braintree Hill Office Park, Suite 101
Braintree MA 02184
Chief Executive Officer Yes Yes No No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Common Stock Disposition 2023-03-03 230,433 $18.19 855,330 No 4 S Direct
Common Stock Disposition 2023-03-07 34,892 $18.19 820,438 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 S Direct
No 4 S Direct
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 2,354,978 Indirect See Footnote
Footnotes
  1. This amount represents a public offering price of $19.00 per share of common stock of EngageSmart, Inc. (the "Common Stock"), less an underwriting discount of $0.8075 per share for shares sold in an underwritten public offering.
  2. Represents (i) 938,978 shares of Common Stock held by The Robert P. Bennett 2020 Grantor Retained Annuity Trust, of which the Reporting Person serves as the sole trustee, and (ii) 1,416,000 shares of Common Stock held by The Bennett Family 2020 Trust, of which John Burgess and Martha Bennett, the Reporting Person's spouse, serve as trustees. John Burgess and Martha Bennett, the Reporting Person's spouse, may be deemed to share voting and dispositive power with respect to the shares held by The Bennett Family 2020 Trust.