# EngageSmart Inc. (ESMT)

Source: https://www.quantisnow.com/company/ESMT
Generated: 2026-11-11T03:31:46.241Z

- Ticker: ESMT
- Exchange: NYSE
- Sector: Technology
- Industry: EDP Services
- IPO year: 2021
- Website: engagesmart.com

## About

EngageSmart, LLC. provides Software-as-a-Service based customer engagement software and integrated payment solutions. It operates through two segments, Enterprise Solutions and SMB (small and medium sized business) Solutions. The company offers SimplePractice, an end-to-end practice management and electronic health record platform for health and wellness professionals to manage their practices; and InvoiceCloud, an electronic bill presentment and payment solution that helps government, utility, and financial services customers to digitize billing, client communications, and collections. It also provides HealthPay24, a patient engagement and payment platform that helps health systems, physician groups, dental practices, and medical billers to drive patient self-pay collections; and DonorDrive, a fundraising software platform that helps non-profits, healthcare organizations, and higher education institutions produce virtual events, launch branded donation campaigns, and create peer-to-peer fundraising experiences. The company was formerly known as Hancock Parent, LLC, and changed its name to EngageSmart, LLC. in January 24, 2020. EngageSmart, LLC. was founded in 2018 and is based in Braintree, Massachusetts.

## Latest ESMT news and filings

- 2024-06-18 15:00 UTC [Brazilian Fintech Celcoin Announces US$125 Million Investment Led by Summit Partners](https://www.quantisnow.com/insight/brazilian-fintech-celcoin-announces-us125-million-investment-led-by-summit-5564348)
- 2024-02-27 14:00 UTC [DonorDrive Announces Updates to DonorDrive for Salesforce on Salesforce AppExchange](https://www.quantisnow.com/insight/donordrive-announces-updates-to-donordrive-for-salesforce-on-salesforce-appexchange-5294669)
- 2024-02-07 22:14 UTC [SEC Schedule 13G] [SEC Form SC 13G/A filed by EngageSmart Inc. (Amendment)](https://www.quantisnow.com/insight/sec-form-sc-13ga-filed-by-engagesmart-inc-amendment-5238436)
- 2024-02-05 21:15 UTC [SEC Form 15-12G filed by EngageSmart Inc.](https://www.quantisnow.com/insight/sec-form-15-12g-filed-by-engagesmart-inc-5230211)
- 2024-01-29 23:15 UTC [SEC Form 4] [General Atlantic Partners (Bermuda) Eu, L.P. returned $1,065,553,108 worth of shares to the company (46,328,396 units at $23.00) and disposed of 43,943,144 shares (SEC Form 4)](https://www.quantisnow.com/insight/general-atlantic-partners-bermuda-eu-lp-returned-1065553108-worth-of-5215089)
- 2024-01-29 23:15 UTC [SEC Form 4] [General Atlantic, L.P. disposed of 43,943,144 shares and returned $1,065,553,108 worth of shares to the company (46,328,396 units at $23.00) (SEC Form 4)](https://www.quantisnow.com/insight/general-atlantic-lp-disposed-of-43943144-shares-and-returned-1065553108-5215088)
- 2024-01-29 22:44 UTC [SEC Form 4] [Dunnam Deborah A. returned $487,393 worth of shares to the company (21,191 units at $23.00), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/dunnam-deborah-a-returned-487393-worth-of-shares-to-the-5215004)
- 2024-01-29 22:42 UTC [SEC Form 4] [Mangum David E returned $195,500 worth of shares to the company (8,500 units at $23.00), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/mangum-david-e-returned-195500-worth-of-shares-to-the-5214996)
- 2024-01-29 22:41 UTC [SEC Form 4] [Hudson Cassandra returned $1,709,498 worth of shares to the company (74,326 units at $23.00), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/hudson-cassandra-returned-1709498-worth-of-shares-to-the-company-5214993)
- 2024-01-29 22:33 UTC [SEC Form 4] [Seltzer Jonathan Cole returned $84,249 worth of shares to the company (3,663 units at $23.00), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/seltzer-jonathan-cole-returned-84249-worth-of-shares-to-the-5214978)
- 2024-01-29 22:33 UTC [SEC Form 4] [O'Brien Kevin William returned $508,162 worth of shares to the company (22,094 units at $23.00), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/obrien-kevin-william-returned-508162-worth-of-shares-to-the-5214977)
- 2024-01-29 22:33 UTC [SEC Form 4] [Donovan Patrick F returned $122,314 worth of shares to the company (5,318 units at $23.00), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/donovan-patrick-f-returned-122314-worth-of-shares-to-the-5214975)
- 2024-01-29 22:31 UTC [SEC Form 4] [Rodriguez Diego A returned $262,407 worth of shares to the company (11,409 units at $23.00), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/rodriguez-diego-a-returned-262407-worth-of-shares-to-the-5214971)
- 2024-01-29 22:30 UTC [SEC Form 4] [Bennett Robert Paul returned $69,036,501 worth of shares to the company (3,001,587 units at $23.00), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/bennett-robert-paul-returned-69036501-worth-of-shares-to-the-5214965)
- 2024-01-29 22:30 UTC [SEC Form 4] [Semel Scott N returned $959,767 worth of shares to the company (41,729 units at $23.00), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/semel-scott-n-returned-959767-worth-of-shares-to-the-5214964)
- 2024-01-26 20:08 UTC [SEC Form POSASR filed by EngageSmart Inc.](https://www.quantisnow.com/insight/sec-form-posasr-filed-by-engagesmart-inc-5210863)
- 2024-01-26 20:03 UTC [SEC Form S-8 POS] [SEC Form S-8 POS filed by EngageSmart Inc.](https://www.quantisnow.com/insight/sec-form-s-8-pos-filed-by-engagesmart-inc-5210857)
- 2024-01-26 20:01 UTC [SEC Form SC 13E3/A filed by EngageSmart Inc. (Amendment)](https://www.quantisnow.com/insight/sec-form-sc-13e3a-filed-by-engagesmart-inc-amendment-5210856)
- 2024-01-26 18:56 UTC [SEC Form 8-K] [EngageSmart Inc. filed SEC Form 8-K: Entry into a Material Definitive Agreement, Termination of a Material Definitive Agreement, Completion of Acquisition or Disposition of Assets, Creation of a Direct Financial Obligation, Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing, Material Modification to Rights of Security Holders, Changes in Control of Registrant, Leadership Update, Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Other Events, Financial Statements and Exhibits](https://www.quantisnow.com/insight/engagesmart-inc-filed-sec-form-8-k-entry-into-a-material-5210724)
- 2024-01-26 14:16 UTC [SEC Form 25-NSE filed by EngageSmart Inc.](https://www.quantisnow.com/insight/sec-form-25-nse-filed-by-engagesmart-inc-5209938)
- 2024-01-23 00:44 UTC [SEC Form 4] [Rodriguez Diego A converted options into 7,556 shares, increasing direct ownership by 196% to 11,409 units (SEC Form 4)](https://www.quantisnow.com/insight/rodriguez-diego-a-converted-options-into-7556-shares-increasing-direct-5199680)
- 2024-01-08 14:00 UTC [Leadership Update] [EngageSmart Appoints Dan Freund as Chief Sales Officer, Enterprise Solutions](https://www.quantisnow.com/insight/engagesmart-appoints-dan-freund-as-chief-sales-officer-enterprise-solutions-5175418)
- 2024-01-04 01:44 UTC [SEC Form 4] [Hudson Cassandra converted options into 10,651 shares and covered exercise/tax liability with 5,102 shares, increasing direct ownership by 8% to 74,326 units (SEC Form 4)](https://www.quantisnow.com/insight/hudson-cassandra-converted-options-into-10651-shares-and-covered-exercisetax-5167313)
- 2024-01-04 01:44 UTC [SEC Form 4] [O'Brien Kevin William converted options into 2,114 shares, covered exercise/tax liability with 733 shares and sold $68,700 worth of shares (3,000 units at $22.90), decreasing direct ownership by 7% to 22,094 units (SEC Form 4)](https://www.quantisnow.com/insight/obrien-kevin-william-converted-options-into-2114-shares-covered-exercisetax-5167312)
- 2024-01-04 01:40 UTC [SEC Form 4] [Bennett Robert Paul converted options into 21,781 shares and covered exercise/tax liability with 6,771 shares, increasing direct ownership by 2% to 859,710 units (SEC Form 4)](https://www.quantisnow.com/insight/bennett-robert-paul-converted-options-into-21781-shares-and-covered-5167305)
- 2024-01-04 01:38 UTC [SEC Form 4] [Donovan Patrick F converted options into 1,819 shares and covered exercise/tax liability with 631 shares, increasing direct ownership by 29% to 5,318 units (SEC Form 4)](https://www.quantisnow.com/insight/donovan-patrick-f-converted-options-into-1819-shares-and-covered-5167293)
- 2024-01-04 01:37 UTC [SEC Form 4] [Seltzer Jonathan Cole exercised 6,815 shares at a strike of $1.55, covered exercise/tax liability with 1,323 shares and sold $80,150 worth of shares (3,500 units at $22.90), increasing direct ownership by 119% to 3,663 units (SEC Form 4)](https://www.quantisnow.com/insight/seltzer-jonathan-cole-exercised-6815-shares-at-a-strike-of-5167287)
- 2024-01-04 01:36 UTC [SEC Form 4] [Semel Scott N converted options into 10,229 shares and covered exercise/tax liability with 3,381 shares, increasing direct ownership by 20% to 41,729 units (SEC Form 4)](https://www.quantisnow.com/insight/semel-scott-n-converted-options-into-10229-shares-and-covered-5167285)
- 2023-12-19 12:49 UTC [SEC Form SC 13E3/A filed by EngageSmart Inc. (Amendment)](https://www.quantisnow.com/insight/sec-form-sc-13e3a-filed-by-engagesmart-inc-amendment-5145043)
- 2023-12-19 11:06 UTC [SEC Form DEFM14A] [SEC Form DEFM14A filed by EngageSmart Inc.](https://www.quantisnow.com/insight/sec-form-defm14a-filed-by-engagesmart-inc-5144770)
- 2023-12-12 12:35 UTC [SEC Form SC 13E3/A filed by EngageSmart Inc. (Amendment)](https://www.quantisnow.com/insight/sec-form-sc-13e3a-filed-by-engagesmart-inc-amendment-5131674)
- 2023-12-12 11:06 UTC [SEC Form PRER14A filed by EngageSmart Inc.](https://www.quantisnow.com/insight/sec-form-prer14a-filed-by-engagesmart-inc-5131430)
- 2023-12-07 11:44 UTC [Market Insight] [EngageSmart Said The Required Waiting Period Under The HSR Act With Respect To The Merger With Icefall Expired At 11:59 P.M, Eastern Time On December 6, 2023](https://www.quantisnow.com/insight/engagesmart-said-the-required-waiting-period-under-the-hsr-act-5123814)
- 2023-12-07 11:31 UTC [SEC Form DEFA14A] [SEC Form DEFA14A filed by EngageSmart Inc.](https://www.quantisnow.com/insight/sec-form-defa14a-filed-by-engagesmart-inc-5123793)
- 2023-12-07 11:29 UTC [SEC Form 8-K] [EngageSmart Inc. filed SEC Form 8-K: Other Events](https://www.quantisnow.com/insight/engagesmart-inc-filed-sec-form-8-k-other-events-5123787)
- 2023-12-06 14:00 UTC [SimplePractice and Lucet Announce Strategic Agreement to Boost Access to Behavioral Healthcare](https://www.quantisnow.com/insight/simplepractice-and-lucet-announce-strategic-agreement-to-boost-access-to-5121695)
- 2023-12-05 23:45 UTC [SEC Form 4] [O'Brien Kevin William sold $68,460 worth of shares (3,000 units at $22.82), decreasing direct ownership by 11% to 23,713 units (SEC Form 4)](https://www.quantisnow.com/insight/obrien-kevin-william-sold-68460-worth-of-shares-3000-units-5120674)
- 2023-12-05 23:40 UTC [SEC Form 4] [Seltzer Jonathan Cole exercised 3,500 shares at a strike of $3.02 and sold $79,905 worth of shares (3,500 units at $22.83) (SEC Form 4)](https://www.quantisnow.com/insight/seltzer-jonathan-cole-exercised-3500-shares-at-a-strike-of-5120653)
- 2023-12-04 14:00 UTC [InvoiceCloud and Harris Customers Increase AutoPay Enrollment by Average of 147% within First Year of Integrated Solution Implementation](https://www.quantisnow.com/insight/invoicecloud-and-harris-customers-increase-autopay-enrollment-by-average-of-5115557)
- 2023-11-29 21:31 UTC [SEC Form 4] [Donovan Patrick F sold $731,200 worth of shares (32,000 units at $22.85) and exercised 32,000 shares at a strike of $5.67 (SEC Form 4)](https://www.quantisnow.com/insight/donovan-patrick-f-sold-731200-worth-of-shares-32000-units-5109317)

## More

- Live page with ratings, short volume, options and peers: https://www.quantisnow.com/company/ESMT
- Earnings history: https://www.quantisnow.com/earnings/ESMT
- Dividend history: https://www.quantisnow.com/dividends/ESMT
- Insider transactions: https://www.quantisnow.com/insiders/ESMT
- Options chain: https://www.quantisnow.com/options/ESMT
- SEC 8-K filings only: https://www.quantisnow.com/company/ESMT/8-k
- RSS and alerts for ESMT: https://www.quantisnow.com/docs/rss-feeds.md