Engagesmart (ESMT)

EngageSmart Security Corporation • Global Cloud, Ltd. • Hancock Midco, LLC • IMAGEVISION.NET, LLC • Invoice Cloud, Inc. • IVR Technology Group, LLC • Metropolitan Communications, LLC • Payment Service Network, Inc. • SimplePractice, LLC • Track Your Hours, LLC ...

ESMT stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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15-12G

Securities registration termination

5 Feb 24

POSASR

Automatic shelf registration (post-effective amendment)

26 Jan 24

S-8 POS

Registration of securities for employees (post-effective amendment)

26 Jan 24

8-K

Vista Equity Partners Completes Acquisition of EngageSmart

Submission of Matters to a Vote of Security Holders

24 Jan 24

SC 13E3/A

Going private transaction (amended)

19 Dec 23

DEFM14A

Proxy related to merger

19 Dec 23

CT ORDER

Confidential treatment order

13 Dec 23

SC 13E3/A

Going private transaction (amended)

12 Dec 23

Transcripts

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ESMT

Earnings call transcript

2023 Q2

3 Aug 23

ESMT

Earnings call transcript

2023 Q1

4 May 23

ESMT

Earnings call transcript

2023 Q1

4 May 23

ESMT

Earnings call transcript

2022 Q4

9 Feb 23

ESMT

Earnings call transcript

2022 Q3

3 Nov 22

ESMT

Earnings call transcript

2022 Q2

7 Aug 22

ESMT

Earnings call transcript

2022 Q1

8 May 22

ESMT

Earnings call transcript

2021 Q4

16 Feb 22

ESMT

Earnings call transcript

2021 Q3

13 Nov 21

ESMT

Earnings call transcript

2021 Q3

10 Nov 21

Latest ownership filings

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SC 13G/A

SUMMIT PARTNERS L P

7 Feb 24

Change in insider ownership

29 Jan 24

Change in insider ownership

Jonathan Cole Seltzer

29 Jan 24

Kevin William O'Brien

Financial summary

Financial statements Chart ESMT financial data

Quarter (USD)	Sep 23	Jun 23	Mar 23	Dec 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Engagesmart earnings reports.

Institutional ownership, Q2 2024

ESMT institutional ownership history Ownership history

13F holders	Prev Q	Change
Total holders	0
Opened positions	0
Closed positions	12	EXIT
Increased positions	0
Reduced positions	0

13F shares	Current	Prev Q	Change
Total value	0.00	0.00
Total shares	0.00	0.00
Total puts	0.00	0.00
Total calls	0.00	0.00
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change

Largest transactions	Shares	Bought/sold	Change

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

ESMT insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value
26 Jan 24	Scott N Semel	Common Stock	Sale back to company	Dispose D	No	No	23	41,729	959.77 k
26 Jan 24	Scott N Semel	RSU Common Stock	Sale back to company	Dispose D	No	No	0	102,625	0.00
26 Jan 24	Diego A Rodriguez	Common Stock	Sale back to company	Dispose D	No	No	23	11,409	262.41 k
26 Jan 24	Diego A Rodriguez	RSU Common Stock	Sale back to company	Dispose D	No	No	0	17,106	0.00
26 Jan 24	Jonathan Cole Seltzer	Common Stock	Sale back to company	Dispose D	No	No	23	3,663	84.25 k
26 Jan 24	Jonathan Cole Seltzer	Option to Purchase Common Stock Common Stock	Sale back to company	Dispose D	No	No	5.67	150,000	850.50 k
26 Jan 24	Jonathan Cole Seltzer	Option to Purchase Common Stock Common Stock	Sale back to company	Dispose D	No	No	3.02	202,808	612.48 k
26 Jan 24	Jonathan Cole Seltzer	RSU Common Stock	Sale back to company	Dispose D	No	No	0	33,780	0.00
26 Jan 24	Patrick F Donovan	Common Stock	Sale back to company	Dispose D	No	No	23	5,318	122.31 k
26 Jan 24	Patrick F Donovan	Option to Purchase Common Stock Common Stock	Sale back to company	Dispose D	No	No	5.67	28,000	158.76 k

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

Press releases

From Benzinga Pro

SHAREHOLDER ALERT: Pomerantz Law Firm Reminds Shareholders with Losses on their Investment in EngageSmart, Inc. of Class Action Lawsuit and Upcoming Deadlines - ESMT

9 Dec 24

NEW YORK, Dec. 9, 2024 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against EngageSmart, Inc. ("EngageSmart" or the "Company") (NYSE:ESMT). Such investors are advised

ESMT INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces that EngageSmart, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit

9 Dec 24

NEW YORK, Dec. 09, 2024 (GLOBE NEWSWIRE) -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against

ENGAGESMART 72 HOUR DEADLINE ALERT: Former Louisiana Attorney General and Kahn Swick & Foti, LLC Remind Investors With Losses in Excess of $100,000 of Deadline in Class Action Lawsuit Against EngageSmart, Inc. - ESMT

6 Dec 24

Kahn Swick & Foti, LLC ("KSF") and KSF partner, the former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors that they have until December 9, 2024 to file lead plaintiff applications in a

ENGAGESMART SHAREHOLDER ALERT: CLAIMSFILER REMINDS INVESTORS of Lead Plaintiff Deadline in Class Action Lawsuit Against EngageSmart, Inc. – ESMT

4 Dec 24

ENGAGESMART SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KAHN SWICK & FOTI, LLC REMINDS INVESTORS of Lead Plaintiff Deadline in Class Action Lawsuit Against EngageSmart, Inc. - ESMT

3 Dec 24