Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EverCommerce Inc.
Report date March 04, 2024 · Filed March 07, 2024
Section 16 reporting ended · disclosed 2024-03-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 161,413 |
Reported balance
After 2024-03-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-04 · Sale · Disposed 829 · Balance 161,413 F1: 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 25, 2022 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2: The Reporting Person resigned as an officer of the Company, effective March 4, 2024. As a result of such resignation, the Reporting Person forfeited 70,384 RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 25, 2022 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.
F2: The Reporting Person resigned as an officer of the Company, effective March 4, 2024. As a result of such resignation, the Reporting Person forfeited 70,384 RSUs.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 04, 2024 Filed Mar 7, 2024 02:29 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 829 | $9.61 | $7,966.69 |
DisclosureSEC source: 0001140361-24-011837 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 161,413 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 25, 2022 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: The Reporting Person resigned as an officer of the Company, effective March 4, 2024. As a result of such resignation, the Reporting Person forfeited 70,384 RSUs. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 23:26 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 361 | $10.38 | $3,747.18 |
DisclosureSEC source: 0001140361-24-001080 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,242 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 October 6, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 20, 2023 Filed Dec 22, 2023 22:30 UTC | EverCommerce Inc. EVCM · Entity 4719 | Disposition to issuerCommon Stock | 20,000 | $9.82 | $196,400.00 |
DisclosureSEC source: 0001140361-23-059227 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,603 Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 02:22 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,594 | $0.00 Strike: $3.69 | $0.00 |
DisclosureSEC source: 0001140361-23-056551 · form4.xml · derivative · entry 7 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,594 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. F4 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 02:22 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionStock Option (Right to Buy) · Derivative | 17,399 | $0.00 Strike: $4.43 | $0.00 |
DisclosureSEC source: 0001140361-23-056551 · form4.xml · derivative · entry 6 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,399 shares Expires 2029-01-15 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. F4 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 02:22 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 19,966 | $9.36 | $186,963.62 |
DisclosureSEC source: 0001140361-23-056551 · form4.xml · nonDerivative · entry 5 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 182,603 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.30 to $9.45, 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 05, 2023 Filed Dec 7, 2023 02:22 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionCommon Stock | 10,594 | $3.69 | $39,111.99 |
DisclosureSEC source: 0001140361-23-056551 · form4.xml · nonDerivative · entry 4 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 202,569 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 | Exercise / conversionCommon Stock | 17,388 | $4.43 | $77,034.06 |
DisclosureSEC source: 0001140361-23-056551 · form4.xml · nonDerivative · entry 3 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 191,975 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 | 1,128 | $9.37 | $10,569.36 |
DisclosureSEC source: 0001140361-23-056551 · form4.xml · nonDerivative · entry 2 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 174,587 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 March 29, 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 | 691 | $9.68 | $6,688.88 |
DisclosureSEC source: 0001140361-23-056551 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 175,715 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 25, 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 | 305 | $9.84 | $3,001.20 |
DisclosureSEC source: 0001140361-23-047187 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,406 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 October 6, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 20:38 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionStock Option (Right to Buy) · Derivative | 22,239 | $0.00 Strike: $2.95 | $0.00 |
DisclosureSEC source: 0001140361-23-044487 · form4.xml · derivative · entry 5 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,239 shares Expires 2027-01-30 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 |
| September 15, 2023 Filed Sep 19, 2023 20:38 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,731 | $0.00 Strike: $3.69 | $0.00 |
DisclosureSEC source: 0001140361-23-044487 · form4.xml · derivative · entry 4 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,594 Underlying: Common Stock · 4,731 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 |
| September 15, 2023 Filed Sep 19, 2023 20:38 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 14,101 | $9.58 | $135,067.84 |
DisclosureSEC source: 0001140361-23-044487 · form4.xml · nonDerivative · entry 3 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,711 F1 · shares: Shares were sold to cover taxes upon the option exercise. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.55 to $9.65, 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 |
| September 15, 2023 Filed Sep 19, 2023 20:38 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionCommon Stock | 22,239 | $2.95 | $65,682.89 |
DisclosureSEC source: 0001140361-23-044487 · form4.xml · nonDerivative · entry 2 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,812 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 |
| September 15, 2023 Filed Sep 19, 2023 20:38 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionCommon Stock | 4,731 | $3.69 | $17,466.38 |
DisclosureSEC source: 0001140361-23-044487 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,573 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 |
| September 12, 2023 Filed Sep 14, 2023 20:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,350 | $0.00 Strike: $0.93 | $0.00 |
DisclosureSEC source: 0001140361-23-043966 · form4.xml · derivative · entry 9 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,350 shares Expires 2026-02-01 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 |
| September 12, 2023 Filed Sep 14, 2023 20:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,794 | $0.00 Strike: $0.81 | $0.00 |
DisclosureSEC source: 0001140361-23-043966 · form4.xml · derivative · entry 8 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,794 shares Expires 2025-04-21 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 |
| September 12, 2023 Filed Sep 14, 2023 20:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,584 | $0.00 Strike: $0.50 | $0.00 |
DisclosureSEC source: 0001140361-23-043966 · form4.xml · derivative · entry 7 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,584 shares Expires 2024-06-02 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 |
| September 12, 2023 Filed Sep 14, 2023 20:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,615 | $0.00 Strike: $2.95 | $0.00 |
DisclosureSEC source: 0001140361-23-043966 · form4.xml · derivative · entry 6 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,239 Underlying: Common Stock · 8,615 shares Expires 2027-01-30 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 |
| September 12, 2023 Filed Sep 14, 2023 20:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 5,787 | $9.56 | $55,328.35 |
DisclosureSEC source: 0001140361-23-043966 · form4.xml · nonDerivative · entry 5 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 163,842 F1 · shares: Shares were sold to cover taxes upon the option exercise. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.55 to $9.63, 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 |
| September 12, 2023 Filed Sep 14, 2023 20:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionCommon Stock | 3,350 | $0.93 | $3,115.50 |
DisclosureSEC source: 0001140361-23-043966 · form4.xml · nonDerivative · entry 4 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 169,629 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 |
| September 12, 2023 Filed Sep 14, 2023 20:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionCommon Stock | 8,794 | $0.81 | $7,123.14 |
DisclosureSEC source: 0001140361-23-043966 · form4.xml · nonDerivative · entry 3 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 166,279 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 |
| September 12, 2023 Filed Sep 14, 2023 20:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionCommon Stock | 5,584 | $0.50 | $2,792.00 |
DisclosureSEC source: 0001140361-23-043966 · form4.xml · nonDerivative · entry 2 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 157,485 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 |
| September 12, 2023 Filed Sep 14, 2023 20:47 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionCommon Stock | 8,615 | $2.95 | $25,414.25 |
DisclosureSEC source: 0001140361-23-043966 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 151,901 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 |
| September 12, 2023 Filed Sep 19, 2023 20:33 UTC Amendment | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,350 | $0.00 Strike: $0.93 | $0.00 |
DisclosureSEC source: 0001140361-23-044484 · form4.xml · derivative · entry 9 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,350 shares Expires 2026-02-01 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 |
| September 12, 2023 Filed Sep 19, 2023 20:33 UTC Amendment | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,794 | $0.00 Strike: $0.81 | $0.00 |
DisclosureSEC source: 0001140361-23-044484 · form4.xml · derivative · entry 8 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,794 shares Expires 2025-04-21 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 |
| September 12, 2023 Filed Sep 19, 2023 20:33 UTC Amendment | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,584 | $0.00 Strike: $0.50 | $0.00 |
DisclosureSEC source: 0001140361-23-044484 · form4.xml · derivative · entry 7 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,584 shares Expires 2024-06-02 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 |
| September 12, 2023 Filed Sep 19, 2023 20:33 UTC Amendment | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,615 | $0.00 Strike: $2.95 | $0.00 |
DisclosureSEC source: 0001140361-23-044484 · form4.xml · derivative · entry 6 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,239 Underlying: Common Stock · 8,615 shares Expires 2027-01-30 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 |
| September 12, 2023 Filed Sep 19, 2023 20:33 UTC Amendment | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 5,787 | $9.56 | $55,328.35 |
DisclosureSEC source: 0001140361-23-044484 · form4.xml · nonDerivative · entry 5 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,842 F1 · shares: Shares were sold to cover taxes upon the option exercise. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.55 to $9.63, 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 |
| September 12, 2023 Filed Sep 19, 2023 20:33 UTC Amendment | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionCommon Stock | 3,350 | $0.93 | $3,115.50 |
DisclosureSEC source: 0001140361-23-044484 · form4.xml · nonDerivative · entry 4 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,629 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 |
| September 12, 2023 Filed Sep 19, 2023 20:33 UTC Amendment | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionCommon Stock | 8,794 | $0.81 | $7,123.14 |
DisclosureSEC source: 0001140361-23-044484 · form4.xml · nonDerivative · entry 3 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,279 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 |
| September 12, 2023 Filed Sep 19, 2023 20:33 UTC Amendment | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionCommon Stock | 5,584 | $0.50 | $2,792.00 |
DisclosureSEC source: 0001140361-23-044484 · form4.xml · nonDerivative · entry 2 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,485 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 |
| September 12, 2023 Filed Sep 19, 2023 20:33 UTC Amendment | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionCommon Stock | 8,615 | $2.95 | $25,444.40 |
DisclosureSEC source: 0001140361-23-044484 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,901 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 |
| September 06, 2023 Filed Sep 8, 2023 00:28 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 1,159 | $10.05 | $11,647.95 |
DisclosureSEC source: 0001140361-23-043260 · form4.xml · nonDerivative · entry 2 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 143,286 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 March 29, 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 00:28 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 707 | $10.24 | $7,239.68 |
DisclosureSEC source: 0001140361-23-043260 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 144,445 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 25, 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 | 304 | $11.66 | $3,544.64 |
DisclosureSEC source: 0001140361-23-033535 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 145,152 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 October 6, 2021 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 | 1,082 | $11.95 | $12,929.90 |
DisclosureSEC source: 0001140361-23-033529 · form4.xml · nonDerivative · entry 2 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 145,456 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 October 6, 2021 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. Read SEC document |
| June 05, 2023 Filed Jul 7, 2023 01:00 UTC Amendment | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 663 | $11.64 | $7,717.32 |
DisclosureSEC source: 0001140361-23-033529 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 146,538 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 October 6, 2021 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. Read SEC document |
| June 03, 2023 Filed Jun 7, 2023 01:32 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 1,097 | $11.78 | $12,922.66 |
DisclosureSEC source: 0001140361-23-028638 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 146,104 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 October 6, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| April 03, 2023 Filed Apr 6, 2023 00:57 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 304 | $10.41 | $3,164.64 |
DisclosureSEC source: 0001140361-23-016858 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 147,201 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 October 6, 2021 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 02:20 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 60,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-010567 · form4.xml · nonDerivative · entry 2 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,505 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 02:20 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 3,315 | $9.58 | $31,757.70 |
DisclosureSEC source: 0001140361-23-010567 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,960 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 |
| February 09, 2023 Filed Feb 13, 2023 22:46 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionStock Option · Derivative | 978 | $0.00 Strike: $0.40 | $0.00 |
DisclosureSEC source: 0001140361-23-006417 · form4.xml · derivative · entry 4 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 978 shares Expires 2023-10-28 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. F1 · derivative.exercise_date: The stock option is fully vested and exercisable. Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 22:46 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionStock Option · Derivative | 908 | $0.00 Strike: $0.40 | $0.00 |
DisclosureSEC source: 0001140361-23-006417 · form4.xml · derivative · entry 3 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 908 shares Expires 2023-05-07 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. F1 · derivative.exercise_date: The stock option is fully vested and exercisable. Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 22:46 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionCommon Stock | 978 | $0.40 | $391.20 |
DisclosureSEC source: 0001140361-23-006417 · form4.xml · nonDerivative · entry 2 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,275 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 |
| February 09, 2023 Filed Feb 13, 2023 22:46 UTC | EverCommerce Inc. EVCM · Entity 4719 | Exercise / conversionCommon Stock | 908 | $0.40 | $363.20 |
DisclosureSEC source: 0001140361-23-006417 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,297 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 |
| January 04, 2023 Filed Jan 7, 2023 01:33 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 358 | $7.43 | $2,659.94 |
DisclosureSEC source: 0001140361-23-000864 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,389 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 1,500 additional shares acquired under the EverCommerce Inc. 2021 Employee Stock Purchase Plan since the Reporting Person's last ownership report. Also includes 1 additional restricted stock unit, representing a contingent right to receive one share of the Issuer's Common Stock, awarded as part of the previously reported award from July 2, 2021 that was inadvertently omitted. Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 20:16 UTC | EverCommerce Inc. EVCM · Entity 4719 | SaleCommon Stock | 301 | $11.17 | $3,362.17 |
DisclosureSEC source: 0001140361-22-036423 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,246 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 | 1,236 | $8.93 | $11,037.48 |
DisclosureSEC source: 0001140361-22-025435 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,547 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 1,500 additional shares acquired under the EverCommerce Inc. 2021 Employee Stock Purchase Plan since the Reporting Person's last ownership report. 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.