DONOVAN PATRICK F (Chief Accounting Officer) exercised options at ENGAGESMART, INC.
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 2 exercises
Filed: 1/3/2024ACC: 0000950170-24-001404
Officer· Chief Accounting Officer
Since Apr 2023
-631.00
Net shares
Net seller
$14.4K
Total sold
0
Open market trades
0B · 0S
6
Total transactions
1.82K acquired · 2.45K disposed
Non-Derivative Transactions4
Common Stock
Direct
Shares
+449.00
Price / share
—
Trade value
—
% of position
10.9%
1/1/2024
4.13K→4.58K
Common Stock
Direct
Shares
−156.00
Price / share
$22.90
Trade value
$3.57K
% of position
3.4%
1/1/2024
4.58K→4.42K
Common Stock
Direct
Shares
+1.37K
Price / share
—
Trade value
—
% of position
31.0%
1/1/2024
4.42K→5.79K
Common Stock
Direct
Shares
−475.00
Price / share
$22.90
Trade value
$10.88K
% of position
8.2%
1/1/2024
5.79K→5.32K
Total
Net shares
+1.19K
Net value
-$14.45K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 1/1/2024 | M · Option Exercise | +449.00 | — | — | 10.9% | 4.13K | 4.58K |
| Common Stock Direct | 1/1/2024 | F · Tax Withholding | −156.00 | $22.90 | $3.57K | 3.4% | 4.58K | 4.42K |
| Common Stock Direct | 1/1/2024 | M · Option Exercise | +1.37K | — | — | 31.0% | 4.42K | 5.79K |
| Common Stock Direct | 1/1/2024 | F · Tax Withholding | −475.00 | $22.90 | $10.88K | 8.2% | 5.79K | 5.32K |
| Total | +1.19K | -$14.45K | ||||||
Derivative Transactions2
Restricted Stock Units
Direct
Converts to
Common Stock
449.00 shares
Shares
−449.00
Strike price
Held after
3.59K
Exercisable
—
1/1/2024
Restricted Stock Units
Direct
Converts to
Common Stock
1.37K shares
Shares
−1.37K
Strike price
Held after
19.18K
Exercisable
—
1/1/2024
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock449.00 shares | 1/1/2024 | M · Option Exercise | −449.00 | — | 3.59K | |
| Restricted Stock Units Direct | Common Stock1.37K shares | 1/1/2024 | M · Option Exercise | −1.37K | — | 19.18K |