Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | ESMT | Common Stock | Sale | -$4.19M | -230K | -21.22% | $18.19 | 855K | Mar 3, 2023 | Direct | F1 |
transaction | ESMT | Common Stock | Sale | -$635K | -34.9K | -4.08% | $18.19 | 820K | Mar 7, 2023 | Direct | F1 |
holding | ESMT | Common Stock | 2.35M | Mar 3, 2023 | See Footnote | F2 |
Id | Content |
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F1 | 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. |
F2 | 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. |