Private company

EngageSmart, Inc.

American prepackaged software services company, incorporated in Delaware. Summary from the record

Last updated Oct 19, 2026.

Overview

  • IndustryServices-Prepackaged Software1
  • HeadquartersBraintree, Massachusetts1
  • Incorporated inDE2
  • Business address30 Braintree Hill Office Park, Suite 101, Braintree, Ma 021842
  • Filer category, Emerging growth company2

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Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2022

76.4%Gross margin3
5.4%Operating margin3
6.8%Net margin3
40.5%Revenue growth, 20223
2.6%Return on equity3
0.00×Debt to equity3

Where the money goes

Where each dollar of revenue went, fiscal 2022

  • Cost of revenue24¢$71.8M
  • Research and development16¢$48.7M
  • Other costs53¢$161.1M
  • Interest0¢$483.0K
  • Income tax0¢$1.2M
  • Profit7¢$20.6M

Out of $303.9M in revenue.3

Where each dollar of operating cash went, fiscal 2022

  • Kept or used elsewhere100¢$52.3M

Out of $52.3M of cash from operations.3

Financial statements

Revenue3$303.9M in 2022+107% since 2020
0$100.0M$200.0M$300.0M$400.0M2020: $146.6M$146.6M20202021: $216.3M$216.3M2021+48%2022: $303.9M$303.9M2022+41%
Gross profit3$232.1M in 2022+113% since 2020
0$100.0M$200.0M$300.0M2020: $109.0M$109.0M20202021: $161.2M$161.2M2021+48%2022: $232.1M$232.1M2022+44%
Operating income3$16.5M in 2022+2440% since 2020
-$5.0M0$5.0M$10.0M$15.0M$20.0M2020: $648.0K$648.0K20202021: -$1.2M-$1.2M20212022: $16.5M$16.5M2022
Net income3$20.6M in 2022
-$10.0M0$10.0M$20.0M$30.0M2020: -$6.7M-$6.7M20202021: -$9.0M-$9.0M2021+34%2022: $20.6M$20.6M2022
Fiscal year202020212022
Revenue$146.6M3$216.3M3$303.9M3
Cost of revenue$37.6M3$55.1M3$71.8M3
Gross profit$109.0M3$161.2M3$232.1M3
Research and development$20.8M3$33.4M3$48.7M3
Operating expenses$162.4M3$215.6M3
Operating income$648.0K3-$1.2M3$16.5M3
Interest$9.9M3$8.2M3$483.0K3
Income before tax-$9.6M3$19.4M3
Income tax-$2.6M3-$622.0K3-$1.2M3
Net income-$6.7M3-$9.0M3$20.6M3
Earnings per share-$0.053-$0.063$0.133
Earnings per share (diluted)-$0.053-$0.063$0.123
Shares (weighted, basic)151.6M shares3163.8M shares3
Shares (weighted, diluted)151.6M shares3169.2M shares3

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Leadership

Who has led EngageSmart, Inc., and when. Pick a name to see everywhere that person has worked.

Chief financial officer

  1. Cassandra Hudson2021–2024
2025
Board members and other officers (15)

Former names

  • EngageSmart, LLCJun 30, 2021 to Sep 23, 20212

Filings

193 filings to the SEC since October 2021: 2 annual reports, 7 quarterly reports, 21 major events, 107 insider forms, 5 large holders, 51 other. The latest 20:

  1. Feb 7, 2024SC 13G/A EDGAR
  2. Feb 5, 202415-12G EDGAR
  3. Jan 29, 20244 EDGAR
  4. Jan 29, 20244 EDGAR
  5. Jan 29, 20244 EDGAR
  6. Jan 29, 20244 EDGAR
  7. Jan 29, 20244 EDGAR
  8. Jan 29, 20244 EDGAR
  9. Jan 29, 20244 EDGAR
  10. Jan 29, 20244 EDGAR
  11. Jan 29, 20244 EDGAR
  12. Jan 29, 20244 OWNERSHIP DOCUMENT EDGAR
  13. Jan 29, 20244 OWNERSHIP DOCUMENT EDGAR
  14. Jan 26, 2024POSASR EDGAR
  15. Jan 26, 2024S-8 POS EDGAR
  16. Jan 26, 2024SC 13E3/A EDGAR
  17. Jan 26, 20248-K EDGAR
  18. Jan 24, 20248-K EDGAR
  19. Jan 22, 20244 EDGAR
  20. Jan 3, 20244 EDGAR

The 193 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

47 open-market trades by officers, directors and large owners since October 2021: 0 buys and 47 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Jan 2, 2024O'Brien Kevin WilliamSee RemarksSale3,000$22.90$68.7KForm 4
Jan 2, 2024Seltzer Jonathan ColePresident, SMB SolutionsSale3,500$22.90$80.2KForm 4
Dec 1, 2023O'Brien Kevin WilliamSee RemarksSale3,000$22.82$68.5KForm 4
Dec 1, 2023Seltzer Jonathan ColePresident, SMB SolutionsSale3,500$22.83$79.9KForm 4
Nov 27, 2023Donovan Patrick FChief Accounting OfficerSale32,000$22.85$731.2KForm 4
Nov 1, 2023O'Brien Kevin WilliamSee RemarksSale3,000$22.66$68.0KForm 4
Nov 1, 2023Seltzer Jonathan ColePresident, SMB SolutionsSale3,500$22.64$79.2KForm 4
Oct 2, 2023O'Brien Kevin WilliamSee RemarksSale3,000$18.32$55.0KForm 4
Oct 2, 2023Seltzer Jonathan ColePresident, SMB SolutionsSale3,500$18.52$64.8KForm 4
Sep 1, 2023O'Brien Kevin WilliamSee RemarksSale3,000$17.83$53.5KForm 4
Sep 1, 2023Seltzer Jonathan ColePresident, SMB SolutionsSale3,500$17.92$62.7KForm 4
Aug 14, 2023Seltzer Jonathan ColePresident, SMB SolutionsSale15,000$16.94$254.1KForm 4
Aug 1, 2023Seltzer Jonathan ColePresident, SMB SolutionsSale3,500$18.94$66.3KForm 4
Aug 1, 2023O'Brien Kevin WilliamSee RemarksSale3,000$18.83$56.5KForm 4
Jul 5, 2023Bennett Robert PaulChief Executive OfficerSale84,000$18.53$1.6MForm 4
Jul 3, 2023Seltzer Jonathan ColePresident, SMB SolutionsSale3,500$18.69$65.4KForm 4
Jul 3, 2023O'Brien Kevin WilliamSee RemarksSale3,000$18.83$56.5KForm 4
Jul 3, 2023Bennett Robert PaulChief Executive OfficerSale42,000$18.67$784.1KForm 4
Jun 16, 2023O'Brien Kevin WilliamSee RemarksSale9,000$18.26$164.3KForm 4
Jun 15, 2023Seltzer Jonathan ColePresident, SMB SolutionsSale3,500$18.35$64.2KForm 4

All 47 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Sources

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