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EI
EngageSmart, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 29 Sept 2021.
EngageSmart, Inc.: what insiders have been doing
EngageSmart, Inc. is a Technology company. Its directors and officers file their transactions with SEC (Form 4). EngageSmart, Inc. has had no insider filing for more than a year; the last one goes back to 29 January 2024.
Looking back to 2021, when coverage begins, insiders filed 1 purchase and 15 sales.
Elsewhere in the same sector, our signals recently picked up insider purchases at Core Scientific, Inc./tx and Gitlab Inc. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
91
Thresholds
n/a
Buy Volume
€22,228
1 ops. · all time
Sell Volume
€150M
15 ops. · all time
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Financial data
as of FY 2022FY ended December 2022 · cache
Income statement
RevenueUS$261.7M
Gross profitUS$199.8M76% margin
Net incomeUS$17.7M6.8% margin
Last declaration on 29 January 2024
Declarations91 total
43,943,144 sharesCommon Stock, par value $0.001 per shareSEC:0000950142-24-000235:0
43,943,144 sharesCommon Stock, par value $0.001 per shareSEC:0000950142-24-000236:0
74,326 shares@ US$23.0047.0% of flowCommon StockSEC:0000950170-24-008426:0
11,409 shares@ US$23.0078.9% of flowCommon StockSEC:0000950170-24-008417:0
21,191 shares@ US$23.00100.0% of flowCommon StockSEC:0000950170-24-008431:0
22,094 shares@ US$23.0064.1% of flowCommon StockSEC:0000950170-24-008421:0
5,318 shares@ US$23.0061.6% of flowCommon StockSEC:0000950170-24-008420:0
8,500 shares@ US$23.00100.0% of flowCommon StockSEC:0000950170-24-008429:0
41,729 shares@ US$23.00100.0% of flowCommon StockSEC:0000950170-24-008414:0
3,663 shares@ US$23.0024.7% of flowCommon StockSEC:0000950170-24-008422:0
859,710 shares@ US$23.0059.8% of flowCommon StockSEC:0000950170-24-008415:0
7,556 shares0Common StockSEC:0000950170-24-006197:0
2,404 shares0Common StockSEC:0000950170-24-001408:0
1,201 shares0Common StockSEC:0000950170-24-001403:0
449 shares0Common StockSEC:0000950170-24-001404:0
2,114 shares0Common StockSEC:0000950170-24-001410:0
6,706 shares0Common StockSEC:0000950170-24-001402:0
3,605 shares0Common StockSEC:0000950170-24-001411:0
3,000 shares@ US$22.828.6% of flowCommon StockSEC:0000950170-23-068354:0
3,500 shares@ US$3.023.1% of flowCommon StockSEC:0000950170-23-068346:0
10,310 shares@ US$5.6729.2% of flowCommon StockSEC:0000950170-23-066762:0
3,500 shares@ US$3.023.2% of flowCommon StockSEC:0000950170-23-058957:0
10,567 shares0Common StockSEC:0000950170-23-058958:0
1,202 shares0Common StockSEC:0000950170-23-051580:0
2,404 shares0Common StockSEC:0000950170-23-051559:0
25 of 91 declarations
About EngageSmart, Inc.
EngageSmart, Inc. is a U.S.-based software and payments company that built its reputation around vertically tailored customer engagement solutions. The company was incorporated in its current corporate form after a conversion from EngageSmart, LLC and went public in 2021. Its shares were traded on the NYSE, but that public listing ended after the company was acquired by an affiliate of Vista Equity Partners and taken private in January 2024. For investors tracking historical SEC filings, insider activity, or pre-acquisition operating trends, that delisting is a key contextual point. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1863105/000119312523056460/d344325d424b7.htm?utm_source=openai))
Operationally, EngageSmart focused on software that helps businesses manage customer communications, digital workflows, billing, and payment collection. The company’s strategic edge came from its vertical software model: rather than offering a generic horizontal platform, it designed solutions for specific industries and use cases. Public filings described EngageSmart as a leading provider of vertically tailored customer engagement software and integrated payments solutions, highlighting a combination of SaaS functionality and embedded payments that tends to improve customer stickiness. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1863105/000095017023003943/esmt-20221231.htm?utm_source=openai))
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From an analyst’s perspective, the business model was attractive because it addressed recurring, mission-critical workflows. Customer engagement, invoicing, and payment processing are tasks that are difficult to displace once embedded into an organization’s operations. That supports retention, cross-sell opportunities, and potentially better revenue visibility over time. The company’s market position was therefore less about scale versus the largest horizontal software vendors and more about depth within chosen verticals, where tailored product design can create stronger competitive differentiation. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1863105/000095017023003943/esmt-20221231.htm?utm_source=openai))
EngageSmart’s history also reflects the broader private-equity interest in vertical software. The SEC disclosed that the merger with a Vista affiliate closed on January 26, 2024, at $23.00 per share in cash, implying an enterprise value of roughly $4.0 billion, and the company ceased trading on the NYSE after closing. This is consistent with the premium often assigned to software businesses with recurring revenue, specialized workflows, and durable customer relationships. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1863105/000119312524016530/d13211d8k.htm?utm_source=openai))
In terms of geography, EngageSmart is a United States company with headquarters in the U.S. Its core market exposure was primarily domestic, although its software architecture and payments capabilities could support broader reach. Because the company is now privately held, current public-market analysis is limited compared with its IPO period, and the most reliable publicly available facts come from SEC filings and transaction disclosures. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1863105/000119312523056460/d344325d424b7.htm?utm_source=openai))
Recent material developments are dominated by the 2024 take-private transaction, which removed EngageSmart from the public market and shifted the investment case from listed-equity analysis to private ownership. For former public-market followers, the most relevant themes remain its product suite, vertical specialization, and the strategic logic behind Vista’s acquisition. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1863105/000119312523282582/d46648ddefa14a.htm?utm_source=openai))
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