Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverCommerce Inc.EVCM · Entity 4719 | Chief Accounting Officer | April 03, 2023 | April 05, 2023 |
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 April 03, 2023 · Filed April 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 103,427 |
Reported balance
After 2023-04-03 transaction · row 1
1 source rowRow 1 · 2023-04-03 · Sale · Disposed 288 · Balance 103,427 F1: Shares were sold to cover taxes upon the vesting of restricted stock units ("RSUs") pursuant to a mandatory Rule 10b5-1 trading instruction in the award agreement adopted by the Reporting Person on July 21, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were sold to cover taxes upon the vesting of restricted stock units ("RSUs") pursuant to a mandatory Rule 10b5-1 trading instruction in the award agreement adopted by the Reporting Person on July 21, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.
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 |
|---|---|---|---|---|---|---|
| April 03, 2023 Filed Apr 5, 2023 20:57 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 288 | $10.41 | $2,998.08 |
DisclosureSEC source: 0001140361-23-016859 · form4.xml · nonDerivative · entry 1 Dabberdt Lee · CIK 0001863202 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 103,427 F1 · shares: Shares were sold to cover taxes upon the vesting of restricted stock units ("RSUs") pursuant to a mandatory Rule 10b5-1 trading instruction in the award agreement adopted by the Reporting Person on July 21, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 21:19 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 55,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-010563 · form4.xml · nonDerivative · entry 2 Dabberdt Lee · CIK 0001863202 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,715 F2 · shares: Represents an award of RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs vest in 16 equal quarterly installments thereafter. F2 · price: Represents an award of RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs vest in 16 equal quarterly installments thereafter. Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 21:19 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 3,039 | $9.58 | $29,113.62 |
DisclosureSEC source: 0001140361-23-010563 · form4.xml · nonDerivative · entry 1 Dabberdt Lee · CIK 0001863202 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,216 F1 · shares: Shares were sold to cover taxes upon the vesting of restricted stock units ("RSUs") pursuant to a mandatory Rule 10b5-1 trading instruction in the award agreement adopted by the Reporting Person in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 20:33 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 339 | $7.43 | $2,518.77 |
DisclosureSEC source: 0001140361-23-000865 · form4.xml · nonDerivative · entry 1 Dabberdt Lee · CIK 0001863202 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,255 F1 · shares: Shares were sold to cover taxes upon the vesting of restricted stock units pursuant to a mandatory Rule 10b5-1 trading instruction in the award agreement adopted by the Reporting Person in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Includes 1,500 additional shares acquired under the EverCommerce Inc. 2021 Employee Stock Purchase Plan since the Reporting Person's last ownership report. Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 16:16 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 285 | $11.17 | $3,183.45 |
DisclosureSEC source: 0001140361-22-036420 · form4.xml · nonDerivative · entry 1 Dabberdt Lee · CIK 0001863202 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,094 F1 · shares: Shares were sold to cover taxes upon the vesting of restricted stock units pursuant to a mandatory Rule 10b5-1 trading instruction in the award agreement adopted by the Reporting Person in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| July 05, 2022 Filed Jul 7, 2022 19:18 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 1,170 | $8.93 | $10,448.10 |
DisclosureSEC source: 0001140361-22-025439 · form4.xml · nonDerivative · entry 1 Dabberdt Lee · CIK 0001863202 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,379 F1 · shares: Shares were sold to cover taxes upon the vesting of restricted stock units pursuant to a mandatory Rule 10b5-1 trading instruction adopted by the Reporting Person in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Includes 1,500 additional shares acquired under the EverCommerce Inc. 2021 Employee Stock Purchase Plan since the Reporting Person's last ownership report. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:21 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantStock Option · Derivative | 23,632 | $0.00 Strike: $11.97 | $0.00 |
DisclosureSEC source: 0001140361-22-007818 · form4.xml · derivative · entry 3 Dabberdt Lee · CIK 0001863202 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,632 Underlying: Common Stock · 23,632 shares Expires 2032-02-29 F3 · derivative.exercise_date: The stock option will vest as to 25% of the underlying shares of Common Stock on March 1, 2023, and with respect to the remaining shares in 12 equal quarterly installments thereafter. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:21 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 34,461 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-007818 · form4.xml · nonDerivative · entry 1 Dabberdt Lee · CIK 0001863202 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,049 F1 · shares: 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 March 1, 2023, and with respect to the remaining shares in 12 equal quarterly installments thereafter. F1 · price: 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 March 1, 2023, and with respect to the remaining shares in 12 equal quarterly installments thereafter. Read SEC document |
| September 20, 2021 Filed Mar 3, 2022 21:21 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantStock Option · Derivative | 20,275 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001140361-22-007818 · form4.xml · derivative · entry 2 Dabberdt Lee · CIK 0001863202 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,275 Underlying: Common Stock · 20,275 shares Expires 2031-09-19 F2 · derivative.exercise_date: The stock option will vest as to 25% of the underlying shares of Common Stock on September 20, 2022, and with respect to the remaining shares in 12 equal quarterly installments thereafter. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 20:56 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 15,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-023816 · form4.xml · nonDerivative · entry 1 Dabberdt Lee · CIK 0001863202 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,588 F1 · 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 |
| June 30, 2021 Filed Jul 8, 2021 20:56 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantStock Option · Derivative | 30,588 | Not disclosed Strike: $17.00 | Not disclosed |
DisclosureSEC source: 0001140361-21-023816 · form4.xml · derivative · entry 2 Dabberdt Lee · CIK 0001863202 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,588 Underlying: Common Stock · 30,588 shares Expires 2031-06-29 F2 · price: The stock option will vest 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. F2 · derivative.exercise_date: The stock option will vest 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.