0000950170-24-001403.txt : 20240103 0000950170-24-001403.hdr.sgml : 20240103 20240103203736 ACCESSION NUMBER: 0000950170-24-001403 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240101 FILED AS OF DATE: 20240103 DATE AS OF CHANGE: 20240103 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Seltzer Jonathan Cole CENTRAL INDEX KEY: 0001881898 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40835 FILM NUMBER: 24509469 MAIL ADDRESS: STREET 1: C/O ENGAGESMART, LLC STREET 2: 30 BRAINTREE HILL OFFICE PARK, SUITE 101 CITY: BRAINTREE STATE: MA ZIP: 02184 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: EngageSmart, Inc. CENTRAL INDEX KEY: 0001863105 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] ORGANIZATION NAME: 06 Technology IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 30 BRAINTREE HILL OFFICE PARK STREET 2: SUITE 101 CITY: BRAINTREE STATE: MA ZIP: 02184 BUSINESS PHONE: (781) 848-3733 MAIL ADDRESS: STREET 1: 30 BRAINTREE HILL OFFICE PARK STREET 2: SUITE 101 CITY: BRAINTREE STATE: MA ZIP: 02184 FORMER COMPANY: FORMER CONFORMED NAME: EngageSmart, LLC DATE OF NAME CHANGE: 20210519 4 1 ownership.xml 4 X0508 4 2024-01-01 0001863105 EngageSmart, Inc. ESMT 0001881898 Seltzer Jonathan Cole C/O ENGAGESMART, INC. 30 BRAINTREE HILL OFFICE PARK, SUITE 101 BRAINTREE MA 02184 false true false false President, SMB Solutions true Common Stock 2024-01-01 4 M false 1201 0.00 A 2872 D Common Stock 2024-01-01 4 F false 479 22.90 D 2393 D Common Stock 2024-01-01 4 M false 2114 0.00 A 4507 D Common Stock 2024-01-01 4 F false 844 22.90 D 3663 D Common Stock 2024-01-02 4 M false 3500 3.02 A 7163 D Common Stock 2024-01-02 4 S false 3500 22.90 D 3663 D Restricted Stock Units 2024-01-01 4 M false 1201 0.00 D Common Stock 1201 8414 D Restricted Stock Units 2024-01-01 4 M false 2114 0.00 D Common Stock 2114 25366 D Stock Option 3.02 2024-01-02 4 M false 3500 0.00 D 2029-10-31 Common Stock 3500 202808 D Represents the number of shares of common stock withheld to satisfy the tax withholding obligation in connection with the vesting of certain previously reported restricted stock units ("RSUs"). The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan dated March 15, 2023. The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $22.89 to $22.93. The Reporting Person undertakes to provide upon request from the SEC staff, the Issuer, or any shareholder of the Issuer, full information regarding the number of securities sold at each separate price within the range set forth in this footnote. Each RSU represents a contingent right to receive one share of common stock. The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. The RSUs vest in 16 equal quarterly installments commencing on April 1, 2023 and have no expiration date. The stock option vested and became exercisable with respect to 25% of the shares on November 1, 2020 and vests with respect to the remaining shares in twelve equal quarterly installments beginning on January 1, 2021. /s/ Scott Semel, Attorney-in-Fact for Jonathan C. Seltzer 2024-01-03