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
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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
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3663
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Common Stock
2024-01-02
4
M
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3500
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A
7163
D
Common Stock
2024-01-02
4
S
false
3500
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3663
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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
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Common Stock
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Stock Option
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2024-01-02
4
M
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0.00
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2029-10-31
Common Stock
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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