Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverCommerce Inc.EVCM · Entity 4719 | Chief Operating Officer | September 20, 2021 | March 03, 2022 |
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 20, 2021 · Filed March 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 74,478 |
Reported balance
After 2022-03-01 transaction · row 1
1 source rowRow 1 · 2022-03-01 · Grant · Acquired 51,316 · Balance 74,478 F1: 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. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $17.00 · Expires 2031-09-19 | Direct | 30,125 |
Reported balance
After 2021-09-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-09-20 · Grant · Acquired 30,125 · Balance 30,125 F2: 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. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $11.97 · Expires 2032-02-29 | Direct | 35,191 |
Reported balance
After 2022-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-01 · Grant · Acquired 35,191 · Balance 35,191 F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
F3: 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.
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 |
|---|---|---|---|---|---|---|
| March 01, 2022 Filed Mar 3, 2022 21:21 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantStock Option · Derivative | 35,191 | $0.00 Strike: $11.97 | $0.00 |
DisclosureSEC source: 0001140361-22-007821 · form4.xml · derivative · entry 3 de Souza Stone Koffi · CIK 0001862106 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,191 Underlying: Common Stock · 35,191 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 | 51,316 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-007821 · form4.xml · nonDerivative · entry 1 de Souza Stone Koffi · CIK 0001862106 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,478 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 | 30,125 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001140361-22-007821 · form4.xml · derivative · entry 2 de Souza Stone Koffi · CIK 0001862106 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,125 Underlying: Common Stock · 30,125 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 20:48 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 23,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-023808 · form4.xml · nonDerivative · entry 1 de Souza Stone Koffi · CIK 0001862106 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,162 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 20:48 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantStock Option · Derivative | 113,161 | Not disclosed Strike: $17.00 | Not disclosed |
DisclosureSEC source: 0001140361-21-023808 · form4.xml · derivative · entry 2 de Souza Stone Koffi · CIK 0001862106 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,161 Underlying: Common Stock · 113,161 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.