EngageSmart (ESMT) CFO Hudson acquired 10,651 shares
Insider transactions reported
Cassandra Hudson (Chief Financial Officer at EngageSmart Inc., ESMT) reported that they acquired 10,651 shares, and gave up 5,102 shares at $22.90 to cover taxes or an exercise price on Jan 1, 2024. After these transactions the filing shows 74,326 shares held directly.
- Reporting person
- Hudson Cassandra
- Role
- Chief Financial Officer
| Date | Type | Security | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| Jan 1, 2024 | Exercise or conversion of a derivative (M) | Common Stock | +10,651 | - | - | 77,638 direct |
| Jan 1, 2024 | Shares withheld for taxes or exercise price (F) | Common Stock1 | -5,102 | avg $22.90 | $117K | 74,326 direct |
Options and other derivatives
| Date | Type | Security | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| Jan 1, 2024 | Exercise or conversion of a derivative (M) | Restricted Stock UnitsOn 10,651 Common Stock2, 3, 4 | -10,651 | - | - | 84,555 direct |
Holdings before and after
- Common Stock: 68,777 to 74,326 direct
- Restricted Stock Units: 28,846 to 84,555 direct
Footnotes from the filing
- 1. Represents the number of common stock withheld to satisfy the tax withholding obligation in connection with the vesting of certain previously reported restricted stock units ( RSUs ).
- 2. Each RSU represents a contingent right to receive one share of common stock.
- 3. The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date.
- 4. The RSUs vest in 16 equal quarterly installments commencing on April 1, 2023 and have no expiration date.
Transaction codes in this filing
- Exercise or conversion of a derivative:
- Code M marks the exercise or conversion of an option or other derivative under an exempt plan.
- Shares withheld for taxes or exercise price:
- Code F marks shares handed back or withheld to pay taxes or an exercise price. No sale happens in the market.
FAQ
What did Hudson report in this ESMT Form 4?
Cassandra Hudson (Chief Financial Officer at EngageSmart Inc., ESMT) reported that they acquired 10,651 shares, and gave up 5,102 shares at $22.90 to cover taxes or an exercise price on Jan 1, 2024. After these transactions the filing shows 74,326 shares held directly.
How many ESMT shares does Hudson hold after this filing?
The filing shows 74,326 shares held directly after the reported transactions. Form 4 reports only the positions it lists, so this may not be every holding.
What does transaction code M mean on an SEC Form 4?
Code M marks the exercise or conversion of an option or other derivative under an exempt plan.
Historical context for ESMT
Earlier insider filings at ESMT
- Jan 4, 2024O'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)
- Jan 4, 2024Bennett 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)
- Jan 4, 2024Donovan 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)
- Jan 4, 2024Seltzer 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)
- Jan 4, 2024Semel 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)
- Market cap
- 30-day
- Sector
- Technology
- Industry
- EDP Services
- Listed since
- 2021
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