Shares Held by Insiders

Fully Diluted Shares Held by Insiders

Date

Name

Buy/Sell

$ Value

# Shares

Avg. Price

Title

Chief Legal Officer

Chief Executive Officer

Chief Accounting Officer

President, SMB Solutions

Chief Financial Officer

See Remarks

EngageSmart, Inc. provides vertically-tailored customer engagement and integrated payments solutions. The company operates through Enterprise Solutions and SMB Solutions segments. The Enterprise Solutions segment offers SaaS solutions to customer-client engagement through electronic billing and digital payments. The SMB Solutions segment provides end-to-end practice management solutions to health and wellness industry. It also offers SimplePractice, an end-to-end practice management and electronic health record platform that manages the practices, which enables virtual and in-person settings, schedule appointments, document cases, and billing and payment processing, as well as insurance claim processing; and InvoiceCloud, an electronic bill presentment and payment solution for government, utility, financial services customer digitize billing, client communications, and collections. In addition, the company provides HelathPay24, a patient engagement and payment platform for health systems, physician groups, dental practices, and medical billers, including patient self-pay collections; and DonorDrive, a fundraising platform for non-profits, healthcare organizations, and higher educational institutions, which produce virtual events, launch branded donation camping, and peer-to-peer fundraising. EngageSmart, Inc. was incorporated in 2018 and is headquartered in Braintree, Massachusetts.

EngageSmart, Inc. provides vertically-tailored customer engagement and integrated payments solutions.

Datesorted ascending	Name	Buy/Sell	$ Value	# Shares	Avg. Price	Title
2024-01-26	Premium	sold	Premium	Premium	Premium	-
2024-01-26	Premium	back to issuer	Premium	Premium	Premium	Chief Legal Officer
2024-01-26	Premium	back to issuer	Premium	Premium	Premium	-
2024-01-26	Premium	back to issuer	Premium	Premium	Premium	-
2024-01-26	Premium	back to issuer	Premium	Premium	Premium	Chief Executive Officer
2024-01-26	Premium	back to issuer	Premium	Premium	Premium	-
2024-01-26	Premium	back to issuer	Premium	Premium	Premium	Chief Accounting Officer
2024-01-26	Premium	back to issuer	Premium	Premium	Premium	President, SMB Solutions
2024-01-26	Premium	sold	Premium	Premium	Premium	-
2024-01-26	Premium	back to issuer	Premium	Premium	Premium	Chief Executive Officer
2024-01-26	Premium	back to issuer	Premium	Premium	Premium	-
2024-01-26	Premium	back to issuer	Premium	Premium	Premium	Chief Executive Officer
2024-01-26	Premium	back to issuer	Premium	Premium	Premium	-
2024-01-26	Premium	back to issuer	Premium	Premium	Premium	Chief Financial Officer
2024-01-26	Premium	back to issuer	Premium	Premium	Premium	See Remarks
2024-01-19	Premium	acquired	Premium	Premium	Premium	-
2024-01-02	Premium	sold	Premium	Premium	Premium	See Remarks
2024-01-02	Premium	sold	Premium	Premium	Premium	President, SMB Solutions
2024-01-02	Premium	acquired	Premium	Premium	Premium	President, SMB Solutions
2024-01-01	Premium	acquired	Premium	Premium	Premium	Chief Legal Officer
2024-01-01	Premium	sold (taxes)	Premium	Premium	Premium	Chief Legal Officer
2024-01-01	Premium	acquired	Premium	Premium	Premium	Chief Financial Officer
2024-01-01	Premium	sold (taxes)	Premium	Premium	Premium	Chief Accounting Officer
2024-01-01	Premium	sold (taxes)	Premium	Premium	Premium	President, SMB Solutions
2024-01-01	Premium	sold (taxes)	Premium	Premium	Premium	Chief Executive Officer

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