Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverCommerce Inc.EVCM · Entity 4719 | Director · Chief Executive Officer | September 17, 2026 | September 21, 2026 |
| GAIN Capital Holdings, Inc.GCAP · Entity 147418 | Director | March 14, 2019 | March 18, 2019 |
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 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 760,820 |
Ending reported balance
After 2026-09-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-17 · Grant · Acquired 338,142 · Balance 338,142 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. 25% of the RSUs vest on August 5, 2027, and the remainder vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continued service through the applicable vesting dates. Row 2 · 2026-09-17 · Grant · Acquired 422,678 · Balance 760,820 F2: Represents an award of performance-based restricted stock units ("PSUs"). Each PSU represents a contingent right to receive one share of the Issuer's Common Stock. The PSUs vest in multiple tranches upon the Issuer's Common Stock achieving specified prices per share. |
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. 25% of the RSUs vest on August 5, 2027, and the remainder vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continued service through the applicable vesting dates.
F2: Represents an award of performance-based restricted stock units ("PSUs"). Each PSU represents a contingent right to receive one share of the Issuer's Common Stock. The PSUs vest in multiple tranches upon the Issuer's Common Stock achieving specified prices per share.
GAIN Capital Holdings, Inc.
Report date March 14, 2019 · Filed March 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 219,028 |
Reported balance
After 2019-03-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-03-14 · Grant · Acquired 22,935 · Balance 219,028 F1: Restricted stock units issued to the reporting person as compensation for service as a non-executive director of the issuer. The RSUs vest in twelve equal monthly installments starting one month after the day following the issuer's annual meeting of stockholders in the year of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units issued to the reporting person as compensation for service as a non-executive director of the issuer. The RSUs vest in twelve equal monthly installments starting one month after the day following the issuer's annual meeting of stockholders in the year of grant.
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 |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Sep 21, 2026 20:35 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 422,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001853145-26-000036 · wk-form4_1790022928.xml · nonDerivative · entry 2 Goor Alexander · CIK 0001204485 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 760,820 F2 · shares: Represents an award of performance-based restricted stock units ("PSUs"). Each PSU represents a contingent right to receive one share of the Issuer's Common Stock. The PSUs vest in multiple tranches upon the Issuer's Common Stock achieving specified prices per share. Read SEC document |
| September 17, 2026 Filed Sep 21, 2026 20:35 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 338,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001853145-26-000036 · wk-form4_1790022928.xml · nonDerivative · entry 1 Goor Alexander · CIK 0001204485 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 338,142 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. 25% of the RSUs vest on August 5, 2027, and the remainder vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continued service through the applicable vesting dates. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 17:50 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | GrantCommon Stock | 22,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001444363-19-000034 · wf-form4_155294582253561.xml · nonDerivative · entry 1 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,028 F1 · security: Restricted stock units issued to the reporting person as compensation for service as a non-executive director of the issuer. The RSUs vest in twelve equal monthly installments starting one month after the day following the issuer's annual meeting of stockholders in the year of grant. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 16:56 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | PurchaseCommon Stock | 5,182 | $7.22 | $37,437.36 |
DisclosureSEC source: 0001444363-18-000139 · wf-form4_153393456520257.xml · nonDerivative · entry 1 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,093 F1 · security: The shares were purchased pursuant to a plan that complies with the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F2 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.12 to $7.24, inclusive. The reporting person undertakes to provide to GAIN Capital Holdings, Inc., any security holder of GAIN Capital Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| August 07, 2018 Filed Aug 7, 2018 16:19 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | PurchaseCommon Stock | 15,000 | $7.19 | $107,839.50 |
DisclosureSEC source: 0001444363-18-000134 · wf-form4_153367313265872.xml · nonDerivative · entry 3 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,911 F1 · security: The shares were purchased pursuant to a plan that complies with the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F4 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.12 to $7.26, inclusive. The reporting person undertakes to provide to GAIN Capital Holdings, Inc., any security holder of GAIN Capital Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| August 06, 2018 Filed Aug 7, 2018 16:19 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | PurchaseCommon Stock | 15,000 | $7.00 | $105,027.00 |
DisclosureSEC source: 0001444363-18-000134 · wf-form4_153367313265872.xml · nonDerivative · entry 2 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,911 F1 · security: The shares were purchased pursuant to a plan that complies with the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F3 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.93 to $7.06, inclusive. The reporting person undertakes to provide to GAIN Capital Holdings, Inc., any security holder of GAIN Capital Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| August 03, 2018 Filed Aug 7, 2018 16:19 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | PurchaseCommon Stock | 15,000 | $6.91 | $103,692.00 |
DisclosureSEC source: 0001444363-18-000134 · wf-form4_153367313265872.xml · nonDerivative · entry 1 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,911 F1 · security: The shares were purchased pursuant to a plan that complies with the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F2 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.85 to $7.055, inclusive. The reporting person undertakes to provide to GAIN Capital Holdings, Inc., any security holder of GAIN Capital Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| August 02, 2018 Filed Aug 2, 2018 16:05 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | PurchaseCommon Stock | 15,000 | $6.87 | $102,997.50 |
DisclosureSEC source: 0001444363-18-000132 · wf-form4_153324030480253.xml · nonDerivative · entry 3 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,911 F1 · security: The shares were purchased pursuant to a plan that complies with the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F4 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.78 to $7.14, inclusive. The reporting person undertakes to provide to GAIN Capital Holdings, Inc., any security holder of GAIN Capital Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 16:05 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | PurchaseCommon Stock | 14,931 | $7.06 | $105,377.03 |
DisclosureSEC source: 0001444363-18-000132 · wf-form4_153324030480253.xml · nonDerivative · entry 2 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,911 F1 · security: The shares were purchased pursuant to a plan that complies with the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F3 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.88 to $7.21, inclusive. The reporting person undertakes to provide to GAIN Capital Holdings, Inc., any security holder of GAIN Capital Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 16:05 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | PurchaseCommon Stock | 15,000 | $6.74 | $101,037.00 |
DisclosureSEC source: 0001444363-18-000132 · wf-form4_153324030480253.xml · nonDerivative · entry 1 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,980 F1 · security: The shares were purchased pursuant to a plan that complies with the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F2 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.48 to $6.98, inclusive. The reporting person undertakes to provide to GAIN Capital Holdings, Inc., any security holder of GAIN Capital Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| July 30, 2018 Filed Jul 31, 2018 16:50 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | PurchaseCommon Stock | 15,000 | $7.14 | $107,070.00 |
DisclosureSEC source: 0001444363-18-000130 · wf-form4_153307019179994.xml · nonDerivative · entry 2 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,980 F3 · security: The shares were purchased pursuant to a plan that complies with the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.05 to $7.16, inclusive. The reporting person undertakes to provide to GAIN Capital Holdings, Inc., any security holder of GAIN Capital Holdings, Inc. 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. Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 16:50 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | PurchaseCommon Stock | 17,434 | $7.50 | $130,737.57 |
DisclosureSEC source: 0001444363-18-000130 · wf-form4_153307019179994.xml · nonDerivative · entry 1 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,980 F1 · security: The shares were purchased pursuant to a plan that complies with the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Includes 2,434 shares purchased for custodial accounts for the reporting person's minor children. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.48 to $7.50, inclusive. The reporting person undertakes to provide to GAIN Capital Holdings, Inc., any security holder of GAIN Capital Holdings, Inc. 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. Read SEC document |
| July 16, 2018 Filed Jul 17, 2018 20:10 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | PurchaseCommon Stock | 5,400 | $7.50 | $40,500.00 |
DisclosureSEC source: 0001444363-18-000124 · wf-form4_153187259874492.xml · nonDerivative · entry 1 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,546 F1 · security: The shares were purchased pursuant to a plan that complies with the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Includes 2,400 shares purchased for custodial accounts for the reporting person's minor children. Read SEC document |
| June 28, 2018 Filed Jun 29, 2018 16:54 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | PurchaseCommon Stock | 7,586 | $7.50 | $56,895.00 |
DisclosureSEC source: 0001444363-18-000115 · wf-form4_153030567748050.xml · nonDerivative · entry 2 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,146 F2 · security: The shares were purchased pursuant to a plan that complies with the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Includes 3,986 shares purchased for custodial accounts for the reporting person's minor children. Read SEC document |
| June 27, 2018 Filed Jun 29, 2018 16:54 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | PurchaseCommon Stock | 100 | $7.50 | $750.00 |
DisclosureSEC source: 0001444363-18-000115 · wf-form4_153030567748050.xml · nonDerivative · entry 1 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,560 F1 · security: The shares were purchased for the custodial account of a minor child of the reporting person pursuant to a plan that complies with the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 17:49 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | PurchaseCommon Stock | 2,100 | $7.50 | $15,750.00 |
DisclosureSEC source: 0001444363-18-000113 · wf-form4_153013616203078.xml · nonDerivative · entry 1 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,460 F1 · security: The shares were purchased pursuant to a plan that complies with the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Includes 1,900 shares purchased for custodial accounts for the reporting person's minor children. Read SEC document |
| June 21, 2018 Filed Jun 25, 2018 18:25 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | PurchaseCommon Stock | 1,640 | $7.50 | $12,300.00 |
DisclosureSEC source: 0001444363-18-000111 · wf-form4_152996548911258.xml · nonDerivative · entry 1 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,360 F1 · security: The shares were purchased pursuant to a plan that complies with the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Includes 1,100 shares purchased for custodial accounts for the reporting person's minor children. Read SEC document |
| May 30, 2018 Filed Jun 1, 2018 20:38 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | PurchaseCommon Stock | 9,913 | $7.97 | $79,006.61 |
DisclosureSEC source: 0001444363-18-000099 · wf-form4_152789986773659.xml · nonDerivative · entry 1 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,720 F1 · security: Consists of shares purchased in a private transaction. Read SEC document |
| May 24, 2018 Filed May 29, 2018 17:42 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | GrantCommon Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001444363-18-000078 · wf-form4_152763012432303.xml · nonDerivative · entry 1 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,807 F1 · security: Restricted stock units issued to the reporting person as compensation for service as a non-executive director of the issuer. The RSUs vest in twelve equal monthly installments starting one month after the day following the issuer's annual meeting of stockholders in the year of grant. Read SEC document |
| October 24, 2017 Filed Oct 26, 2017 21:08 UTC | GAIN Capital Holdings, Inc. GCAP · Entity 147418 | GrantCommon Stock | 18,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001444363-17-000112 · wf-form4_150906652011002.xml · nonDerivative · entry 1 GOOR ALEX · CIK 0001204485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,057 F1 · security: Restricted stock units issued to the reporting person as compensation for service as a non-executive director of the issuer. 33.33% of the RSUs granted will vest on November 8, 2017, with the remainder vesting in eight equal monthly installments commencing on December 8, 2017. 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.