HUDSON CASSANDRA (Chief Financial 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: 0000950170-24-001411
Officer· Chief Financial Officer
Since Sep 2021
-5.10K
Net shares
Net seller
$116.8K
Total sold
0
Open market trades
0B · 0S
6
Total transactions
10.65K acquired · 15.75K disposed
Non-Derivative Transactions4
Common Stock
Direct
Shares
+3.60K
Price / share
—
Trade value
—
% of position
5.2%
1/1/2024
68.78K→72.38K
Common Stock
Direct
Shares
−1.79K
Price / share
$22.90
Trade value
$40.99K
% of position
2.5%
1/1/2024
72.38K→70.59K
Common Stock
Direct
Shares
+7.05K
Price / share
—
Trade value
—
% of position
10.0%
1/1/2024
70.59K→77.64K
Common Stock
Direct
Shares
−3.31K
Price / share
$22.90
Trade value
$75.84K
% of position
4.3%
1/1/2024
77.64K→74.33K
Total
Net shares
+5.55K
Net value
-$116.84K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 1/1/2024 | M · Option Exercise | +3.60K | — | — | 5.2% | 68.78K | 72.38K |
| Common Stock Direct | 1/1/2024 | F · Tax Withholding | −1.79K | $22.90 | $40.99K | 2.5% | 72.38K | 70.59K |
| Common Stock Direct | 1/1/2024 | M · Option Exercise | +7.05K | — | — | 10.0% | 70.59K | 77.64K |
| Common Stock Direct | 1/1/2024 | F · Tax Withholding | −3.31K | $22.90 | $75.84K | 4.3% | 77.64K | 74.33K |
| Total | +5.55K | -$116.84K | ||||||
Derivative Transactions2
Restricted Stock Units
Direct
Converts to
Common Stock
3.60K shares
Shares
−3.60K
Strike price
Held after
25.24K
Exercisable
—
1/1/2024
Restricted Stock Units
Direct
Converts to
Common Stock
7.05K shares
Shares
−7.05K
Strike price
Held after
84.56K
Exercisable
—
1/1/2024
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock3.60K shares | 1/1/2024 | M · Option Exercise | −3.60K | — | 25.24K | |
| Restricted Stock Units Direct | Common Stock7.05K shares | 1/1/2024 | M · Option Exercise | −7.05K | — | 84.56K |