Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverCommerce Inc.EVCM · Entity 4719 | Director | September 15, 2026 | September 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
EverCommerce Inc.
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,007,337 |
Ending reported balance
After 2026-09-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-15 · Sale · Disposed 533 · Balance 5,007,595 F1: Represents the sale of shares in open market. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.00 to $8.01. The Reporting Person undertakes to provide EverCommerce Inc. (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 2 · 2026-09-16 · Sale · Disposed 258 · Balance 5,007,337 F1: Represents the sale of shares in open market. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the sale of shares in open market.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.00 to $8.01. The Reporting Person undertakes to provide EverCommerce Inc. (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 06, 2021 Filed Jul 9, 2021 00:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | ConversionSeries B Preferred Stock · Derivative | 3,555,934 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-023806 · form4.xml · derivative · entry 10 Remer Eric Richard · CIK 0001856906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Buckrail Partners, LLC Disclosed balance after: 0 Underlying: Common Stock · 3,555,934 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. Read SEC document |
| July 06, 2021 Filed Jul 9, 2021 00:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | ConversionSeries B Preferred Stock · Derivative | 12,180 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-023806 · form4.xml · derivative · entry 9 Remer Eric Richard · CIK 0001856906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,180 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. Read SEC document |
| July 06, 2021 Filed Jul 9, 2021 00:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | ConversionSeries A Preferred Stock · Derivative | 16,967 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-023806 · form4.xml · derivative · entry 8 Remer Eric Richard · CIK 0001856906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust 1 Disclosed balance after: 0 Underlying: Common Stock · 16,967 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. Read SEC document |
| July 06, 2021 Filed Jul 9, 2021 00:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | ConversionSeries A Preferred Stock · Derivative | 35,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-023806 · form4.xml · derivative · entry 7 Remer Eric Richard · CIK 0001856906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Remer Family Trust Disclosed balance after: 0 Underlying: Common Stock · 35,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. Read SEC document |
| July 06, 2021 Filed Jul 9, 2021 00:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | ConversionCommon Stock | 3,555,934 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-023806 · form4.xml · nonDerivative · entry 5 Remer Eric Richard · CIK 0001856906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Buckrail Partners, LLC Disclosed balance after: 8,148,664 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. Read SEC document |
| July 06, 2021 Filed Jul 9, 2021 00:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | ConversionCommon Stock | 16,967 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-023806 · form4.xml · nonDerivative · entry 4 Remer Eric Richard · CIK 0001856906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust 1 Disclosed balance after: 28,999 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. Read SEC document |
| July 06, 2021 Filed Jul 9, 2021 00:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | ConversionCommon Stock | 35,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-023806 · form4.xml · nonDerivative · entry 3 Remer Eric Richard · CIK 0001856906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Remer Family Trust Disclosed balance after: 35,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. Read SEC document |
| July 06, 2021 Filed Jul 9, 2021 00:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 143,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-023806 · form4.xml · nonDerivative · entry 2 Remer Eric Richard · CIK 0001856906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,207,064 F2 · acquired: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs vest with respect to 25% of the underlying shares on July 6, 2022, and with respect to the remaining shares in 12 equal quarterly installments thereafter. Read SEC document |
| July 06, 2021 Filed Jul 9, 2021 00:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | ConversionCommon Stock | 12,180 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-023806 · form4.xml · nonDerivative · entry 1 Remer Eric Richard · CIK 0001856906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,063,682 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. Read SEC document |
| July 06, 2021 Filed Dec 10, 2021 02:07 UTC | EverCommerce Inc. EVCM · Entity 4719 | ConversionSeries B Preferred Stock · Derivative | 500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-041107 · form4.xml · derivative · entry 3 Remer Eric Richard · CIK 0001856906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By EMJ Remer Family Trust Disclosed balance after: 0 Underlying: Common Stock · 500,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. Read SEC document |
| July 06, 2021 Filed Dec 10, 2021 02:07 UTC | EverCommerce Inc. EVCM · Entity 4719 | ConversionCommon Stock | 500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-041107 · form4.xml · nonDerivative · entry 1 Remer Eric Richard · CIK 0001856906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By EMJ Remer Family Trust Disclosed balance after: 1,000,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. Read SEC document |
| June 30, 2021 Filed Jul 9, 2021 00:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantStock Option · Derivative | 143,382 | Not disclosed Strike: $17.00 | Not disclosed |
DisclosureSEC source: 0001140361-21-023806 · form4.xml · derivative · entry 11 Remer Eric Richard · CIK 0001856906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,382 Underlying: Common Stock · 143,382 shares Expires 2031-06-29 F3 · price: The stock option vests as to 25% of the underlying shares of Common Stock on July 1, 2022, and with respect to the remaining shares in 12 equal quarterly installments thereafter. F3 · derivative.exercise_date: The stock option vests as to 25% of the underlying shares of Common Stock on July 1, 2022, and with respect to the remaining shares in 12 equal quarterly installments thereafter. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.