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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 05-Aug-24 12:58 PM View:  | Forrester Research Inc. (FORR) | 01-Aug-24 | Grant | 6,305 | -- | -- | 630% 1.0K to 7.3K | |
| 29-Jan-24 5:30 PM View: | Engagesmart, Inc. (ESMT) | 26-Jan-24 | Disposition | 859,710 | $23.00 | $19,773,300.00 | (29%) 3.0M to 2.14M | |
| 29-Jan-24 5:30 PM View: | Engagesmart, Inc. (ESMT) | 26-Jan-24 | Disposition | 2,141,880 | $23.00 | $49,263,200.00 | (100%) 2.14M to 0 | |
| 03-Jan-24 8:40 PM View: | Engagesmart, Inc. (ESMT) | 01-Jan-24 | Payment of Exercise | 6,771 | $22.90 | $155,056.00 | (< 1%) 3.01M to 3.0M | |
| 03-Jan-24 8:40 PM View: | Engagesmart, Inc. (ESMT) | 01-Jan-24 | Option Exercise | 21,781 | -- | -- | < 1% 2.99M to 3.01M | |
| 03-Oct-23 4:30 PM View: | Engagesmart, Inc. (ESMT) | 01-Oct-23 | Payment of Exercise | 9,661 | $17.99 | $173,801.00 | (< 1%) 3.0M to 2.99M | |
| 03-Oct-23 4:30 PM View: | Engagesmart, Inc. (ESMT) | 01-Oct-23 | Option Exercise | 21,781 | -- | -- | < 1% 2.97M to 3.0M | |
| 14-Jul-23 8:47 PM View: | Engagesmart, Inc. (ESMT) | 12-Jul-23 | Option Exercise | 22,089 | $5.67 | $125,245.00 | < 1% 2.95M to 2.97M | |
| 14-Jul-23 8:47 PM View: | Engagesmart, Inc. (ESMT) | 05-Jul-23 | Market Sale (Planned) | 28,000 | $18.53 | $518,840.00 | (< 1%) 3.04M to 3.01M | (12%) |
| 14-Jul-23 8:47 PM View: | Engagesmart, Inc. (ESMT) | 05-Jul-23 | Market Option Sale (Planned) | 22,089 | $18.53 | $409,309.00 | (< 1%) 3.01M to 2.99M | (12%) |
| 14-Jul-23 8:47 PM View: | Engagesmart, Inc. (ESMT) | 05-Jul-23 | Market Sale (Planned) | 33,911 | $18.53 | $628,371.00 | (1%) 2.99M to 2.95M | (12%) |
| 06-Jul-23 9:39 PM View: | Engagesmart, Inc. (ESMT) | 03-Jul-23 | Option Sale | 14,000 | $18.67 | $261,380.00 | (< 1%) 3.08M to 3.06M | |
| 06-Jul-23 9:39 PM View: | Engagesmart, Inc. (ESMT) | 03-Jul-23 | Planned Option Sale | 7,781 | $18.67 | $145,271.00 | (< 1%) 3.06M to 3.06M | |
| 06-Jul-23 9:39 PM View: | Engagesmart, Inc. (ESMT) | 03-Jul-23 | Sale (Planned) | 6,219 | $18.67 | $116,109.00 | (< 1%) 3.06M to 3.05M | |
| 06-Jul-23 9:39 PM View: | Engagesmart, Inc. (ESMT) | 03-Jul-23 | Sale (Planned) | 14,000 | $18.67 | $261,380.00 | (< 1%) 3.05M to 3.04M | |
| 06-Jul-23 9:39 PM View: | Engagesmart, Inc. (ESMT) | 01-Jul-23 | Payment of Exercise | 8,215 | $19.09 | $156,824.00 | (< 1%) 3.09M to 3.08M | |
| 06-Jul-23 9:39 PM View: | Engagesmart, Inc. (ESMT) | 01-Jul-23 | Option Exercise | 21,781 | -- | -- | < 1% 3.06M to 3.09M | |
| 06-Apr-23 9:06 PM View: | Engagesmart, Inc. (ESMT) | 05-Apr-23 | Market Sale (Planned) | 14,000 | $17.25 | $241,499.00 | (< 1%) 3.11M to 3.09M | (21%) |
| 06-Apr-23 9:06 PM View: | Engagesmart, Inc. (ESMT) | 05-Apr-23 | Market Sale (Planned) | 28,000 | $17.25 | $482,996.00 | (< 1%) 3.09M to 3.06M | (21%) |
| 06-Apr-23 9:06 PM View: | Engagesmart, Inc. (ESMT) | 04-Apr-23 | Market Sale (Planned) | 14,000 | $18.27 | $255,780.00 | (< 1%) 3.15M to 3.13M | (14%) |
| 06-Apr-23 9:06 PM View: | Engagesmart, Inc. (ESMT) | 04-Apr-23 | Market Sale (Planned) | 28,000 | $18.27 | $511,560.00 | (< 1%) 3.13M to 3.11M | (14%) |
| 04-Apr-23 9:51 PM View: | Engagesmart, Inc. (ESMT) | 03-Apr-23 | Planned Option Sale | 14,000 | $18.88 | $264,320.00 | (< 1%) 3.19M to 3.18M | |
| 04-Apr-23 9:51 PM View: | Engagesmart, Inc. (ESMT) | 03-Apr-23 | Planned Option Sale | 7,780 | $18.88 | $146,886.00 | (< 1%) 3.18M to 3.17M | |
| 04-Apr-23 9:51 PM View: | Engagesmart, Inc. (ESMT) | 03-Apr-23 | Sale (Planned) | 20,220 | $18.88 | $381,754.00 | (< 1%) 3.17M to 3.15M | |
| 04-Apr-23 9:51 PM View: | Engagesmart, Inc. (ESMT) | 01-Apr-23 | Payment of Exercise | 6,394 | $19.25 | $123,084.00 | (< 1%) 3.2M to 3.19M | |
| 04-Apr-23 9:51 PM View: | Engagesmart, Inc. (ESMT) | 01-Apr-23 | Option Exercise | 21,780 | -- | -- | < 1% 3.18M to 3.2M | |
| 07-Mar-23 5:54 PM View: | Engagesmart, Inc. (ESMT) | 07-Mar-23 | Market Sale | 34,892 | $18.19 | $634,773.00 | (1%) 3.21M to 3.18M | (15%) |
| 07-Mar-23 5:54 PM View: | Engagesmart, Inc. (ESMT) | 03-Mar-23 | Market Sale | 230,433 | $18.19 | $4,192,150.00 | (7%) 3.44M to 3.21M | (15%) |
| 04-Jan-23 9:19 PM View: | Engagesmart, Inc. (ESMT) | 04-Jan-23 | Sale (Planned) | 14,000 | $17.51 | $245,140.00 | (< 1%) 3.48M to 3.47M | |
| 04-Jan-23 9:19 PM View: | Engagesmart, Inc. (ESMT) | 04-Jan-23 | Sale (Planned) | 28,000 | $17.51 | $490,280.00 | (< 1%) 3.47M to 3.44M | |
| 04-Jan-23 9:19 PM View: | Engagesmart, Inc. (ESMT) | 03-Jan-23 | Sale (Planned) | 28,000 | $17.67 | $494,760.00 | (< 1%) 3.57M to 3.54M | |
| 04-Jan-23 9:19 PM View: | Engagesmart, Inc. (ESMT) | 03-Jan-23 | Sale (Planned) | 56,000 | $17.67 | $989,520.00 | (2%) 3.54M to 3.48M | |
| 04-Jan-23 9:19 PM View: | Engagesmart, Inc. (ESMT) | 01-Jan-23 | Payment of Exercise | 833 | $17.60 | $14,660.80 | (< 1%) 3.57M to 3.57M | (18%) |
| 04-Jan-23 9:19 PM View: | Engagesmart, Inc. (ESMT) | 01-Jan-23 | Option Exercise | 2,404 | -- | -- | (< 1%) 3.57M to 3.57M | |
| 12-Oct-22 9:30 PM View: | Engagesmart, Inc. (ESMT) | 12-Oct-22 | Market Sale (Planned) | 14,000 | $19.53 | $273,420.00 | (< 1%) 3.61M to 3.59M | (7%) |
| 12-Oct-22 9:30 PM View: | Engagesmart, Inc. (ESMT) | 12-Oct-22 | Market Sale (Planned) | 28,000 | $19.53 | $546,840.00 | (< 1%) 3.59M to 3.57M | (7%) |
| 12-Oct-22 9:30 PM View: | Engagesmart, Inc. (ESMT) | 11-Oct-22 | Market Sale (Planned) | 14,000 | $19.47 | $272,554.00 | (< 1%) 3.65M to 3.64M | (7%) |
| 12-Oct-22 9:30 PM View: | Engagesmart, Inc. (ESMT) | 11-Oct-22 | Market Sale (Planned) | 28,000 | $19.47 | $545,106.00 | (< 1%) 3.64M to 3.61M | (7%) |
| 12-Oct-22 9:30 PM View: | Engagesmart, Inc. (ESMT) | 10-Oct-22 | Market Sale (Planned) | 14,000 | $20.49 | $286,919.00 | (< 1%) 3.69M to 3.68M | (2%) |
| 12-Oct-22 9:30 PM View: | Engagesmart, Inc. (ESMT) | 10-Oct-22 | Market Sale (Planned) | 28,000 | $20.55 | $575,305.00 | (< 1%) 3.68M to 3.65M | (1%) |
| 04-Oct-22 8:27 PM View: | Engagesmart, Inc. (ESMT) | 01-Oct-22 | Payment of Exercise | 1,067 | $20.69 | $22,076.20 | (< 1%) 3.69M to 3.69M | |
| 04-Oct-22 8:27 PM View: | Engagesmart, Inc. (ESMT) | 01-Oct-22 | Option Exercise | 2,404 | -- | -- | < 1% 3.69M to 3.69M | |
| 06-Jul-22 6:12 PM View: | Engagesmart, Inc. (ESMT) | 01-Jul-22 | Payment of Exercise | 1,067 | $16.40 | $17,498.80 | (< 1%) 3.69M to 3.69M | |
| 06-Jul-22 6:12 PM View: | Engagesmart, Inc. (ESMT) | 01-Jul-22 | Option Exercise | 2,404 | -- | -- | < 1% 3.69M to 3.69M | |
| 05-Apr-22 9:08 PM View: | Engagesmart, Inc. (ESMT) | 01-Apr-22 | Payment of Exercise | 1,067 | $22.06 | $23,538.00 | (< 1%) 3.69M to 3.69M | |
| 05-Apr-22 9:08 PM View: | Engagesmart, Inc. (ESMT) | 01-Apr-22 | Option Exercise | 2,404 | -- | -- | < 1% 3.69M to 3.69M | |
| 15-Feb-22 9:40 PM View: | Engagesmart, Inc. (ESMT) | 11-Feb-22 | Option Exercise | 150,000 | $5.67 | $850,500.00 | 4% 3.54M to 3.69M | |
| 15-Feb-22 9:40 PM View: | Engagesmart, Inc. (ESMT) | 01-Jan-22 | Payment of Exercise | 833 | $24.12 | $20,092.00 | (< 1%) 3.54M to 3.54M | |
| 15-Feb-22 9:40 PM View: | Engagesmart, Inc. (ESMT) | 01-Jan-22 | Option Exercise | 2,403 | -- | -- | < 1% 3.54M to 3.54M | |
| 29-Sep-21 8:10 PM View: | Engagesmart, Inc. (ESMT) | 27-Sep-21 | Sale | 350,676 | $24.38 | $8,547,730.00 | (9%) 3.89M to 3.54M |