SELTZER JONATHAN COLE (President, SMB Solutions) sold 67.7% of their position (3.50K shares) of ENGAGESMART, INC. on the open market

Open‑market sale worth $64.8K — a major position exit. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 1 sale

SELTZER JONATHAN COLE

Filed: 10/3/2023ACC: 0000950170-23-051580

InsiderSELTZER JONATHAN COLECIK 1881898

→

IssuerENGAGESMART, INC.CIK 1863105

Officer· President, SMB Solutions

Since Sep 2021

-5.14K

Net shares

Net seller

$94.4K

Total sold

Open market trades

0B · 1S

Total transactions

6.82K acquired · 11.96K disposed

Non-Derivative Transactions6

Common Stock

Direct

M · Option Exercise

+1.20K

Price / share

—

Trade value

—

% of position

New position

10/1/2023

0.00→1.20K

Common Stock

Direct

F · Tax Withholding

−596.00

Price / share

$17.99

Trade value

$10.72K

% of position

49.6%

10/1/2023

1.20K→606.00

Common Stock

Direct

M · Option Exercise

+2.11K

Price / share

—

Trade value

—

% of position

348.8%

10/1/2023

606.00→2.72K

Common Stock

Direct

F · Tax Withholding

−1.05K

Price / share

$17.99

Trade value

$18.87K

% of position

38.6%

10/1/2023

2.72K→1.67K

Common Stock

Direct

M · Option Exercise

+3.50K

Price / share

$3.02

Trade value

$10.57K

% of position

209.5%

10/2/2023

1.67K→5.17K

Common Stock

Direct

S · Sale

−3.50K

Price / share

$18.52

Trade value

$64.82K

% of position

67.7%

10/2/2023

5.17K→1.67K

Total

Net shares

+1.67K

Net value

-$83.84K

Security	Date	Type	Shares	Price / Share	Trade Value	% of Position	Held Before	Held After
Common Stock Direct	10/1/2023	M · Option Exercise	+1.20K	—	—	New position	0.00	1.20K
Common Stock Direct	10/1/2023	F · Tax Withholding	−596.00	$17.99	$10.72K	49.6%	1.20K	606.00
Common Stock Direct	10/1/2023	M · Option Exercise	+2.11K	—	—	348.8%	606.00	2.72K
Common Stock Direct	10/1/2023	F · Tax Withholding	−1.05K	$17.99	$18.87K	38.6%	2.72K	1.67K
Common Stock Direct	10/2/2023	M · Option Exercise	+3.50K	$3.02	$10.57K	209.5%	1.67K	5.17K
Common Stock Direct	10/2/2023	S · Sale	−3.50K	$18.52	$64.82K	67.7%	5.17K	1.67K
Total			+1.67K		-$83.84K

Derivative Transactions3

Restricted Stock Units

Direct

M · Option Exercise

Converts to

Common Stock

1.20K shares

−1.20K

Strike price

Held after

9.62K

Exercisable

—

10/1/2023

Restricted Stock Units

Direct

M · Option Exercise

Converts to

Common Stock

2.11K shares

−2.11K

Strike price

Held after

27.48K

Exercisable

—

10/1/2023

Stock Option

Direct

M · Option Exercise

Converts to

Common Stock

3.50K shares

−3.50K

Strike price

3.02

Held after

213.31K

Exercisable

—

10/2/2023

Security	Converts To	Date	Type	Shares	Strike Price	Exercisable	Held After
Restricted Stock Units Direct	Common Stock1.20K shares	10/1/2023	M · Option Exercise	−1.20K		—	9.62K
Restricted Stock Units Direct	Common Stock2.11K shares	10/1/2023	M · Option Exercise	−2.11K		—	27.48K
Stock Option Direct	Common Stock3.50K shares	10/2/2023	M · Option Exercise	−3.50K	3.02	—	213.31K