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 94+169,214−619,814 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 3,663 | 23.00 USD | |
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 202,808 | — | deriv |
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 150,000 | — | deriv |
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 33,780 | — | deriv |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 1,201 | 0.00 USD | |
| 01 Jan 2024 | TAX_WITHHOLDING | EngageSmart, Inc. | 479 | 22.90 USD | |
| 02 Jan 2024 | SALE | EngageSmart, Inc. | 3,500 | 22.90 USD | |
| 01 Jan 2024 | TAX_WITHHOLDING | EngageSmart, Inc. | 844 | 22.90 USD | |
| 02 Jan 2024 | EXERCISE | EngageSmart, Inc. | 3,500 | 3.02 USD | |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 2,114 | 0.00 USD | |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 2,114 | 0.00 USD | deriv |
| 02 Jan 2024 | EXERCISE | EngageSmart, Inc. | 3,500 | 0.00 USD | deriv |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 1,201 | 0.00 USD | deriv |
| 01 Dec 2023 | EXERCISE | EngageSmart, Inc. | 3,500 | 3.02 USD | |
| 01 Dec 2023 | SALE | EngageSmart, Inc. | 3,500 | 22.83 USD | |
| 01 Dec 2023 | EXERCISE | EngageSmart, Inc. | 3,500 | 0.00 USD | deriv |
| 01 Nov 2023 | EXERCISE | EngageSmart, Inc. | 3,500 | 3.02 USD | |
| 01 Nov 2023 | SALE | EngageSmart, Inc. | 3,500 | 22.64 USD | |
| 01 Nov 2023 | EXERCISE | EngageSmart, Inc. | 3,500 | 0.00 USD | deriv |
| 02 Oct 2023 | SALE | EngageSmart, Inc. | 3,500 | 18.52 USD | |
| 01 Oct 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 1,049 | 17.99 USD | |
| 01 Oct 2023 | EXERCISE | EngageSmart, Inc. | 2,114 | 0.00 USD | |
| 01 Oct 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 596 | 17.99 USD | |
| 01 Oct 2023 | EXERCISE | EngageSmart, Inc. | 1,202 | 0.00 USD | |
| 02 Oct 2023 | EXERCISE | EngageSmart, Inc. | 3,500 | 3.02 USD |