Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverCommerce Inc.EVCM · Entity 4719 | Chief Legal Officer | September 03, 2026 | September 08, 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 03, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 217,185 |
Ending reported balance
After 2026-09-05 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-09-03 · Tax withholding · Disposed 1,170 · Balance 220,188 F1: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 3, 2023. Row 2 · 2026-09-05 · Tax withholding · Disposed 1,580 · Balance 218,608 F2: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 5, 2025. Row 3 · 2026-09-05 · Tax withholding · Disposed 1,423 · Balance 217,185 F3: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 5, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 3, 2023.
F2: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 5, 2025.
F3: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 5, 2026.
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 05, 2026 Filed Sep 8, 2026 20:25 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,423 | $7.92 | $11,270.16 |
DisclosureSEC source: 0001856574-26-000018 · wk-form4_1788899103.xml · nonDerivative · entry 3 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,185 F3 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 5, 2026. Read SEC document |
| September 05, 2026 Filed Sep 8, 2026 20:25 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,580 | $7.92 | $12,513.60 |
DisclosureSEC source: 0001856574-26-000018 · wk-form4_1788899103.xml · nonDerivative · entry 2 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,608 F2 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 5, 2025. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 20:25 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,170 | $7.93 | $9,278.10 |
DisclosureSEC source: 0001856574-26-000018 · wk-form4_1788899103.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,188 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 3, 2023. Read SEC document |
| August 22, 2026 Filed Aug 24, 2026 22:53 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 1,228 | $9.64 | $11,837.92 |
DisclosureSEC source: 0001856574-26-000016 · wk-form4_1787611989.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,358 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on February 22, 2024. Read SEC document |
| August 14, 2026 Filed Aug 17, 2026 22:58 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 17,012 | $10.01 | $170,363.27 |
DisclosureSEC source: 0001856574-26-000014 · wk-form4_1787007529.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,586 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.925 to $10.15. 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. Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 22:43 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,423 | $9.20 | $13,091.60 |
DisclosureSEC source: 0001856574-26-000012 · wk-form4_1780958601.xml · nonDerivative · entry 2 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,598 F2 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 5, 2026. Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 22:43 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,580 | $9.20 | $14,536.00 |
DisclosureSEC source: 0001856574-26-000012 · wk-form4_1780958601.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,021 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 5, 2025. Read SEC document |
| June 03, 2026 Filed Jun 3, 2026 22:24 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,170 | $9.43 | $11,033.10 |
DisclosureSEC source: 0001856574-26-000010 · wk-form4_1780525457.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242,601 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 3, 2023. Read SEC document |
| May 22, 2026 Filed May 26, 2026 20:23 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,228 | $10.69 | $13,127.32 |
DisclosureSEC source: 0001856574-26-000008 · wk-form4_1779826993.xml · nonDerivative · entry 2 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,771 F2 · shares: Represents the number of shares of common stock withheld by the Company to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on February 22, 2024. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:23 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 4,000 | $10.38 | $41,532.40 |
DisclosureSEC source: 0001856574-26-000008 · wk-form4_1779826993.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,999 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.3801 to $10.45. 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. Read SEC document |
| March 05, 2026 Filed Mar 6, 2026 22:40 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,577 | $12.13 | $19,129.01 |
DisclosureSEC source: 0001856574-26-000006 · wk-form4_1772836849.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,457 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 5, 2025. Read SEC document |
| March 05, 2026 Filed Mar 31, 2026 20:37 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 78,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-012365 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,999 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 in 16 equal quarterly installments following the grant date, subject to the Reporting Person's continued service through the applicable vesting dates. Read SEC document |
| March 03, 2026 Filed Mar 3, 2026 23:41 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,384 | $11.61 | $16,068.24 |
DisclosureSEC source: 0001856574-26-000004 · wk-form4_1772581269.xml · nonDerivative · entry 2 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,034 F2 · shares: Represents the number of shares of common stock withheld by the Company to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 3, 2023. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:41 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 860 | $11.29 | $9,709.40 |
DisclosureSEC source: 0001856574-26-000004 · wk-form4_1772581269.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,418 F1 · shares: Represents the number of shares of common stock withheld by EverCommerce Inc. (the "Company") to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 1, 2022. Read SEC document |
| February 22, 2026 Filed Feb 24, 2026 21:34 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,452 | $10.06 | $14,607.12 |
DisclosureSEC source: 0001856574-26-000002 · wk-form4_1771968883.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,278 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on February 22, 2024. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 22:04 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 8,435 | $14.28 | $120,447.58 |
DisclosureSEC source: 0001856574-25-000009 · wk-form4_1766009081.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,730 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.25 to $14.3201. 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. Read SEC document |
| December 05, 2025 Filed Dec 8, 2025 22:18 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,580 | $9.94 | $15,705.20 |
DisclosureSEC source: 0001856574-25-000007 · wk-form4_1765232328.xml · nonDerivative · entry 2 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,165 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 5, 2025. Read SEC document |
| December 05, 2025 Filed Dec 8, 2025 22:18 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 7,651 | $9.84 | $75,298.08 |
DisclosureSEC source: 0001856574-25-000007 · wk-form4_1765232328.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,745 Read SEC document |
| December 03, 2025 Filed Dec 4, 2025 21:31 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,170 | $9.32 | $10,904.40 |
DisclosureSEC source: 0001856574-25-000005 · wk-form4_1764883878.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,396 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 3, 2023. Read SEC document |
| December 01, 2025 Filed Dec 2, 2025 21:05 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 727 | $8.65 | $6,288.55 |
DisclosureSEC source: 0001140361-25-043996 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,566 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 1, 2022. Read SEC document |
| November 22, 2025 Filed Nov 26, 2025 21:30 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,228 | $8.37 | $10,278.36 |
DisclosureSEC source: 0001140361-25-043514 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,293 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on February 22, 2024. Read SEC document |
| September 05, 2025 Filed Sep 8, 2025 20:06 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,580 | $11.39 | $17,996.20 |
DisclosureSEC source: 0001140361-25-034292 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,521 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 5, 2025. Read SEC document |
| September 03, 2025 Filed Sep 5, 2025 20:05 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,170 | $11.39 | $13,326.30 |
DisclosureSEC source: 0001140361-25-034201 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,101 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 3, 2023. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 22:54 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 727 | $11.26 | $8,186.02 |
DisclosureSEC source: 0001140361-25-033862 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,271 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 1, 2022. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 23:50 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,228 | $11.54 | $14,171.12 |
DisclosureSEC source: 0001140361-25-032789 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,998 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on February 22, 2024. Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 20:05 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 8,342 | $10.54 | $87,904.66 |
DisclosureSEC source: 0001140361-25-030796 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,226 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:05 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 320 | $10.55 | $3,376.00 |
DisclosureSEC source: 0001140361-25-024843 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,568 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on July 1, 2021. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 20:05 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,580 | $10.24 | $16,179.20 |
DisclosureSEC source: 0001140361-25-021944 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,888 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 5, 2025. Read SEC document |
| June 03, 2025 Filed Jun 5, 2025 20:06 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,170 | $10.17 | $11,898.90 |
DisclosureSEC source: 0001140361-25-021553 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,468 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 3, 2023. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 22:49 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 727 | $9.88 | $7,182.76 |
DisclosureSEC source: 0001140361-25-021338 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,638 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 1, 2022. Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:15 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,228 | $9.94 | $12,206.32 |
DisclosureSEC source: 0001140361-25-020486 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,365 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on February 22, 2024. Read SEC document |
| May 13, 2025 Filed May 14, 2025 23:02 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 2,941 | $11.39 | $33,485.34 |
DisclosureSEC source: 0001140361-25-019041 · form4.xml · nonDerivative · entry 2 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| May 13, 2025 Filed May 14, 2025 23:02 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 9,574 | $11.23 | $107,477.72 |
DisclosureSEC source: 0001140361-25-019041 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,593 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.20 to $11.255. The reporting person undertakes to provide the 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. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 23:38 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 320 | $10.24 | $3,276.80 |
DisclosureSEC source: 0001140361-25-012080 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,167 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on July 1, 2021. Read SEC document |
| March 05, 2025 Filed Mar 12, 2025 21:53 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 87,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-008468 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,487 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 in 16 equal quarterly installments following the grant date. 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 in 16 equal quarterly installments following the grant date. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 01:36 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,266 | $9.73 | $12,318.18 |
DisclosureSEC source: 0001140361-25-007007 · form4.xml · nonDerivative · entry 2 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,260 F2 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 3, 2023. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 01:36 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 860 | $9.92 | $8,531.20 |
DisclosureSEC source: 0001140361-25-007007 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,526 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 1, 2022. Read SEC document |
| February 22, 2025 Filed Feb 26, 2025 02:36 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,452 | $10.15 | $14,737.80 |
DisclosureSEC source: 0001140361-25-005942 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,386 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on February 22, 2024. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 22:45 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 379 | $10.75 | $4,074.25 |
DisclosureSEC source: 0001140361-25-000250 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,838 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on July 1, 2021. Read SEC document |
| December 03, 2024 Filed Dec 6, 2024 01:53 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,170 | $12.05 | $14,098.50 |
DisclosureSEC source: 0001140361-24-048535 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,217 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 3, 2023. Read SEC document |
| December 01, 2024 Filed Dec 3, 2024 21:31 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 727 | $12.22 | $8,883.94 |
DisclosureSEC source: 0001140361-24-048309 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,387 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 1, 2022 Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 22:13 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,228 | $11.87 | $14,576.36 |
DisclosureSEC source: 0001140361-24-047896 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,114 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on February 22, 2024. Read SEC document |
| November 15, 2024 Filed Nov 18, 2024 21:58 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 9,232 | $11.11 | $102,577.68 |
DisclosureSEC source: 0001140361-24-047171 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,342 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.10 to $11.14. 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. Read SEC document |
| October 01, 2024 Filed Oct 4, 2024 00:25 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 320 | $10.10 | $3,232.00 |
DisclosureSEC source: 0001140361-24-042783 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,574 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on July 1, 2021. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 00:27 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,897 | $10.35 | $19,633.95 |
DisclosureSEC source: 0001140361-24-040121 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,894 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 1, 2022 and March 3, 2023. Read SEC document |
| August 22, 2024 Filed Aug 23, 2024 20:06 UTC | EverCommerce Inc. EVCM · Entity 4719 | Tax withholdingCommon Stock | 1,228 | $10.25 | $12,587.00 |
DisclosureSEC source: 0001140361-24-038397 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,791 F1 · shares: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on February 22, 2024. Read SEC document |
| July 02, 2024 Filed Jul 3, 2024 20:09 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 325 | $11.07 | $3,597.75 |
DisclosureSEC source: 0001140361-24-032395 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 157,019 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 June 14, 2022 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 07, 2024 Filed Jun 12, 2024 00:06 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 1,171 | $9.52 | $11,147.92 |
DisclosureSEC source: 0001140361-24-029767 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 157,344 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 April 3, 2023 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker executing the sell-to-cover transactions. These shares were sold as part of a block trade in multiple transactions, and the Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate sales price. Read SEC document |
| June 04, 2024 Filed Jun 6, 2024 20:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 748 | $9.50 | $7,106.00 |
DisclosureSEC source: 0001140361-24-029138 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 158,515 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 March 28, 2022 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · price: The price reported in Column 4 is a weighted average price calculated by the broker executing the sell-to-cover transactions. These shares were sold as part of a block trade in multiple transactions, and the Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate sales price. Read SEC document |
| May 31, 2024 Filed Jun 3, 2024 20:30 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 11,233 | $9.66 | $108,510.78 |
DisclosureSEC source: 0001140361-24-028565 · form4.xml · nonDerivative · entry 2 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,263 F2 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.60 to $9.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 ranges set forth in this footnote. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.60 to $9.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 ranges set forth in this footnote. 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.