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 |
|---|---|---|---|---|---|---|
| May 30, 2024 Filed Jun 3, 2024 20:30 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 3,705 | $9.88 | $36,605.40 |
DisclosureSEC source: 0001140361-24-028565 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,496 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.755 to $9.93, 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. F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.755 to $9.93, 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 |
| May 28, 2024 Filed May 29, 2024 20:15 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 1,293 | $10.16 | $13,136.88 |
DisclosureSEC source: 0001140361-24-027905 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,201 F1 · 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 |
| April 02, 2024 Filed Apr 4, 2024 23:01 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 327 | $9.00 | $2,943.00 |
DisclosureSEC source: 0001140361-24-018037 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,494 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 |
| March 05, 2024 Filed Mar 7, 2024 02:29 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 1,450 | $9.05 | $13,122.50 |
DisclosureSEC source: 0001140361-24-011833 · form4.xml · nonDerivative · entry 2 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 175,821 F2 · shares: Shares were sold to cover taxes upon the vesting of 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. Read SEC document |
| March 04, 2024 Filed Mar 7, 2024 02:29 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 885 | $9.61 | $8,504.85 |
DisclosureSEC source: 0001140361-24-011833 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 177,271 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. Read SEC document |
| February 22, 2024 Filed Feb 27, 2024 02:34 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 67,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-009620 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,156 F1 · 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 following the grant date. F1 · 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 following the grant date. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 23:26 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 387 | $10.38 | $4,017.06 |
DisclosureSEC source: 0001140361-24-001077 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,407 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 |
| December 07, 2023 Filed Dec 8, 2023 22:26 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionStock Option · Derivative | 35,000 | $0.00 Strike: $3.69 | $0.00 |
DisclosureSEC source: 0001140361-23-057020 · form4.xml · derivative · entry 7 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,000 shares Expires 2027-10-23 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. F3 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 22:26 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 35,000 | $9.58 | $335,142.50 |
DisclosureSEC source: 0001140361-23-057020 · form4.xml · nonDerivative · entry 4 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,794 F2 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.51 to $9.66, 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 $9.51 to $9.66, 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 |
| December 07, 2023 Filed Dec 8, 2023 22:26 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionCommon Stock | 35,000 | $3.69 | $129,216.50 |
DisclosureSEC source: 0001140361-23-057020 · form4.xml · nonDerivative · entry 3 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,794 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. Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 22:26 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionStock Option · Derivative | 15,000 | $0.00 Strike: $3.69 | $0.00 |
DisclosureSEC source: 0001140361-23-057020 · form4.xml · derivative · entry 6 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 15,000 shares Expires 2027-10-23 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. F3 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 22:26 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 15,000 | $9.67 | $145,093.50 |
DisclosureSEC source: 0001140361-23-057020 · form4.xml · nonDerivative · entry 2 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,794 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.55 to $9.76, 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. F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.55 to $9.76, 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 |
| December 06, 2023 Filed Dec 8, 2023 22:26 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionCommon Stock | 15,000 | $3.69 | $55,378.50 |
DisclosureSEC source: 0001140361-23-057020 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,794 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. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 02:22 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 1,203 | $9.37 | $11,272.11 |
DisclosureSEC source: 0001140361-23-056556 · form4.xml · nonDerivative · entry 2 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 110,794 F2 · shares: Shares were sold to cover taxes upon the vesting of 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. Read SEC document |
| December 04, 2023 Filed Dec 7, 2023 02:22 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 736 | $9.68 | $7,124.48 |
DisclosureSEC source: 0001140361-23-056556 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 111,997 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. Read SEC document |
| October 03, 2023 Filed Oct 5, 2023 21:24 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 326 | $9.84 | $3,207.84 |
DisclosureSEC source: 0001140361-23-047182 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,733 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 |
| September 06, 2023 Filed Sep 8, 2023 00:13 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 1,236 | $10.05 | $12,421.80 |
DisclosureSEC source: 0001140361-23-043253 · form4.xml · nonDerivative · entry 2 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 113,059 F2 · shares: Shares were sold to cover taxes upon the vesting of 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. Read SEC document |
| September 05, 2023 Filed Sep 8, 2023 00:13 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 754 | $10.24 | $7,720.96 |
DisclosureSEC source: 0001140361-23-043253 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 114,295 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. Read SEC document |
| July 03, 2023 Filed Jul 7, 2023 01:03 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 326 | $11.66 | $3,801.16 |
DisclosureSEC source: 0001140361-23-033532 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 115,049 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 08, 2023 Filed Jul 7, 2023 01:00 UTC Amendment | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 1,154 | $11.95 | $13,790.30 |
DisclosureSEC source: 0001140361-23-033528 · form4.xml · nonDerivative · entry 2 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 115,375 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. F2 · balance_after: This Form 4/A amends and restates the prior Form 4 filed on June 6, 2023 to correctly report the sale to cover transactions previously reported to have occurred on June 3, 2023, which actually occurred over two different days and in different amounts. This Form 4/A continues to reflect 301 additional shares acquired under the EverCommerce Inc. 2021 Employee Stock Purchase Plan since the Reporting Person's previous ownership report. Read SEC document |
| June 05, 2023 Filed Jul 7, 2023 01:00 UTC Amendment | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 708 | $11.64 | $8,241.12 |
DisclosureSEC source: 0001140361-23-033528 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 116,529 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. F2 · balance_after: This Form 4/A amends and restates the prior Form 4 filed on June 6, 2023 to correctly report the sale to cover transactions previously reported to have occurred on June 3, 2023, which actually occurred over two different days and in different amounts. This Form 4/A continues to reflect 301 additional shares acquired under the EverCommerce Inc. 2021 Employee Stock Purchase Plan since the Reporting Person's previous ownership report. Read SEC document |
| June 03, 2023 Filed Jun 7, 2023 01:32 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 1,170 | $11.78 | $13,782.60 |
DisclosureSEC source: 0001140361-23-028641 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 116,067 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. F2 · balance_after: Includes 301 additional shares acquired under the EverCommerce Inc. 2021 Employee Stock Purchase Plan since the Reporting Person's last ownership report. Read SEC document |
| April 03, 2023 Filed Apr 6, 2023 00:57 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 326 | $10.41 | $3,393.66 |
DisclosureSEC source: 0001140361-23-016856 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 116,936 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 |
| March 03, 2023 Filed Mar 8, 2023 02:19 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 64,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-010565 · form4.xml · nonDerivative · entry 2 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,262 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 8, 2023 02:19 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 3,498 | $9.58 | $33,510.84 |
DisclosureSEC source: 0001140361-23-010565 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,681 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 7, 2023 01:33 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 383 | $7.43 | $2,845.69 |
DisclosureSEC source: 0001140361-23-000869 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,179 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 274 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 20:16 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 322 | $11.17 | $3,596.74 |
DisclosureSEC source: 0001140361-22-036421 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,288 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 23:18 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 1,324 | $8.93 | $11,823.32 |
DisclosureSEC source: 0001140361-22-025440 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,610 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 187 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 4, 2022 02:20 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantStock Option · Derivative | 27,499 | $0.00 Strike: $11.97 | $0.00 |
DisclosureSEC source: 0001140361-22-007815 · form4.xml · derivative · entry 4 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,499 Underlying: Common Stock · 27,499 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 4, 2022 02:20 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 40,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-007815 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,747 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 4, 2022 02:20 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantStock Option · Derivative | 22,952 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001140361-22-007815 · form4.xml · derivative · entry 3 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,952 Underlying: Common Stock · 22,952 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 9, 2021 00:49 UTC | EverCommerce Inc. EVCM · Entity 4719 | PurchaseCommon Stock | 2,941 | $17.00 | $49,997.00 |
DisclosureSEC source: 0001140361-21-023810 · form4.xml · nonDerivative · entry 2 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 2,941 Read SEC document |
| July 06, 2021 Filed Jul 9, 2021 00:49 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 17,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-023810 · form4.xml · nonDerivative · entry 1 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,647 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 9, 2021 00:49 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantStock Option · Derivative | 17,647 | Not disclosed Strike: $17.00 | Not disclosed |
DisclosureSEC source: 0001140361-21-023810 · form4.xml · derivative · entry 3 Storey Lisa E · CIK 0001856574 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,647 Underlying: Common Stock · 17,647 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.