| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| ALKAMI TECHNOLOGY, INC. | Chief Financial Officer | Common Stock | 294K | $5.89M | $20.07 | 29 Nov 2025 | Direct |
| EngageSmart, Inc. | Chief Financial Officer | Common Stock | 0 | $0 | $23.00 | 26 Jan 2024 | Direct |
| EngageSmart, Inc. | Chief Financial Officer | Restricted Stock Units | 0 | $0 | $23.00 | 26 Jan 2024 | Direct |
| EngageSmart, Inc. | Chief Financial Officer | Option to Purchase Common Stock | 0 | 26 Jan 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| ALKT | ALKAMI TECHNOLOGY, INC. | 29 Nov 2025 | 1 | $0 | 4 | Chief Financial Officer | 02 Dec 2025, 17:01 |
| ALKT | ALKAMI TECHNOLOGY, INC. | 01 Nov 2025 | 0 | $0 | 3 | Chief Financial Officer | 03 Nov 2025, 18:18 |
| ESMT | EngageSmart, Inc. | 26 Jan 2024 | 3 | -$1.71M | 4 | Chief Financial Officer | 29 Jan 2024, 17:41 |
| ESMT | EngageSmart, Inc. | 01 Jan 2024 | 6 | -$117K | 4 | Chief Financial Officer | 03 Jan 2024, 20:44 |
| ESMT | EngageSmart, Inc. | 01 Oct 2023 | 6 | -$85K | 4 | Chief Financial Officer | 03 Oct 2023, 16:46 |
| ESMT | EngageSmart, Inc. | 01 Jul 2023 | 6 | -$90.2K | 4 | Chief Financial Officer | 06 Jul 2023, 21:40 |
| ESMT | EngageSmart, Inc. | 23 Jun 2023 | 2 | $138K | 4 | Chief Financial Officer | 27 Jun 2023, 16:16 |
| ESMT | EngageSmart, Inc. | 16 May 2023 | 1 | -$40.6K | 4 | Chief Financial Officer | 17 May 2023, 17:09 |
| ESMT | EngageSmart, Inc. | 01 Apr 2023 | 6 | -$91K | 4 | Chief Financial Officer | 04 Apr 2023, 21:41 |
| ESMT | EngageSmart, Inc. | 03 Mar 2023 | 1 | -$1.43M | 4 | Chief Financial Officer | 06 Mar 2023, 16:35 |
| ESMT | EngageSmart, Inc. | 28 Feb 2023 | 2 | $260K | 4 | Chief Financial Officer | 02 Mar 2023, 15:30 |
| ESMT | EngageSmart, Inc. | 03 Feb 2023 | 1 | $0 | 4 | Chief Financial Officer | 07 Feb 2023, 19:23 |
| ESMT | EngageSmart, Inc. | 01 Jan 2023 | 3 | -$22K | 4 | Chief Financial Officer | 04 Jan 2023, 20:16 |
| ESMT | EngageSmart, Inc. | 01 Oct 2022 | 3 | -$21.9K | 4 | Chief Financial Officer | 04 Oct 2022, 20:26 |
| ESMT | EngageSmart, Inc. | 01 Jul 2022 | 3 | -$17.4K | 4 | Chief Financial Officer | 06 Jul 2022, 18:12 |
| ESMT | EngageSmart, Inc. | 01 Apr 2022 | 3 | -$23.4K | 4 | Chief Financial Officer | 05 Apr 2022, 21:02 |
| ESMT | EngageSmart, Inc. | 01 Jan 2022 | 3 | -$30.2K | 4 | Chief Financial Officer | 29 Mar 2022, 19:01 |
| ESMT | EngageSmart, Inc. | 27 Sep 2021 | 2 | $26K | 4 | Chief Financial Officer | 29 Sep 2021, 20:10 |
| ESMT | EngageSmart, Inc. | 23 Sep 2021 | 0 | $0 | 3 | Chief Financial Officer | 23 Sep 2021, 19:55 |