Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| EngageSmart, Inc. | 0 | reported | 26 Jan 2024 | tx 36+285,313−285,313 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 22,094 | 23.00 USD | |
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 120,467 | — | deriv |
| 01 Jan 2024 | TAX_WITHHOLDING | EngageSmart, Inc. | 733 | 22.90 USD | |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 2,114 | 0.00 USD | |
| 02 Jan 2024 | SALE | EngageSmart, Inc. | 3,000 | 22.90 USD | |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 2,114 | 0.00 USD | deriv |
| 01 Dec 2023 | SALE | EngageSmart, Inc. | 3,000 | 22.82 USD | |
| 01 Nov 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 4,687 | 22.64 USD | |
| 01 Nov 2023 | EXERCISE | EngageSmart, Inc. | 10,567 | 0.00 USD | |
| 01 Nov 2023 | SALE | EngageSmart, Inc. | 3,000 | 22.66 USD | |
| 01 Nov 2023 | EXERCISE | EngageSmart, Inc. | 10,567 | 0.00 USD | deriv |
| 01 Oct 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 938 | 17.99 USD | |
| 01 Oct 2023 | EXERCISE | EngageSmart, Inc. | 2,114 | 0.00 USD | |
| 02 Oct 2023 | SALE | EngageSmart, Inc. | 3,000 | 18.32 USD | |
| 01 Oct 2023 | EXERCISE | EngageSmart, Inc. | 2,114 | 0.00 USD | deriv |
| 01 Sept 2023 | SALE | EngageSmart, Inc. | 3,000 | 17.83 USD | |
| 01 Aug 2023 | SALE | EngageSmart, Inc. | 3,000 | 18.83 USD | |
| 01 Aug 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 4,687 | 19.00 USD | |
| 01 Aug 2023 | EXERCISE | EngageSmart, Inc. | 10,567 | 0.00 USD | |
| 01 Aug 2023 | EXERCISE | EngageSmart, Inc. | 10,567 | 0.00 USD | deriv |
| 01 Jul 2023 | EXERCISE | EngageSmart, Inc. | 2,114 | 0.00 USD | |
| 01 Jul 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 938 | 19.09 USD | |
| 03 Jul 2023 | SALE | EngageSmart, Inc. | 3,000 | 18.83 USD | |
| 01 Jul 2023 | EXERCISE | EngageSmart, Inc. | 2,114 | 0.00 USD | deriv |
| 16 Jun 2023 | SALE | EngageSmart, Inc. | 9,000 | 18.26 USD |