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person · Reporting owner

Storey Lisa E

Disclosed activity across 1 company

Tapewire entity
20397
SEC CIK
0001856574

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
EverCommerce Inc.EVCM · Entity 4719Chief Legal OfficerSeptember 03, 2026September 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect217,185 Ending reported balance After 2026-09-05 transaction · row 3
3 source rows · reconciled sequence

Row 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-derivativeIndirectBy Spouse0 Reported balance Holding disclosure · report date 2026-09-03 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 30, 2024 Filed Jun 3, 2024 20:30 UTC EverCommerce Inc. EVCM · Entity 4719 SaleCommon Stock 3,705 $9.88 $36,605.40
Disclosure

SEC 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.

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May 28, 2024 Filed May 29, 2024 20:15 UTC EverCommerce Inc. EVCM · Entity 4719 SaleCommon Stock 1,293 $10.16 $13,136.88
Disclosure

SEC 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.

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April 02, 2024 Filed Apr 4, 2024 23:01 UTC EverCommerce Inc. EVCM · Entity 4719 SaleCommon Stock 327 $9.00 $2,943.00
Disclosure

SEC 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.

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March 05, 2024 Filed Mar 7, 2024 02:29 UTC EverCommerce Inc. EVCM · Entity 4719 SaleCommon Stock 1,450 $9.05 $13,122.50
Disclosure

SEC 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
Disclosure

SEC 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.

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February 22, 2024 Filed Feb 27, 2024 02:34 UTC EverCommerce Inc. EVCM · Entity 4719 GrantCommon Stock 67,749 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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June 05, 2023 Filed Jul 7, 2023 01:00 UTC Amendment EverCommerce Inc. EVCM · Entity 4719 SaleCommon Stock 708 $11.64 $8,241.12
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.