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 01, 2022 Filed Mar 4, 2022 02:21 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantStock Option · Derivative | 25,781 | $0.00 Strike: $11.97 | $0.00 |
DisclosureSEC source: 0001140361-22-007819 · form4.xml · derivative · entry 3 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,781 Underlying: Common Stock · 25,781 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 02:21 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 37,594 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-007819 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,283 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 02:21 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantStock Option · Derivative | 21,422 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001140361-22-007819 · form4.xml · derivative · entry 2 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,422 Underlying: Common Stock · 21,422 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 00:52 UTC | EverCommerce Inc. EVCM · Entity 4719 | ConversionSeries A Preferred Stock · Derivative | 33,219 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-023814 · 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 · 33,219 shares Expires not disclosed 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_price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. Read SEC document |
| July 06, 2021 Filed Jul 9, 2021 00:52 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantCommon Stock | 16,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-023814 · form4.xml · nonDerivative · entry 2 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,689 F2 · 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 |
| July 06, 2021 Filed Jul 9, 2021 00:52 UTC | EverCommerce Inc. EVCM · Entity 4719 | ConversionCommon Stock | 33,219 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-023814 · form4.xml · nonDerivative · entry 1 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,219 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 · price: The shares of Convertible Preferred Stock of EverCommerce Inc. (the "Issuer") automatically converted on a one-for-one basis into common stock of the Issuer upon the closing of the Issuer's initial public offering. Read SEC document |
| June 30, 2021 Filed Jul 9, 2021 00:52 UTC | EverCommerce Inc. EVCM · Entity 4719 | GrantStock Option · Derivative | 16,470 | Not disclosed Strike: $17.00 | Not disclosed |
DisclosureSEC source: 0001140361-21-023814 · form4.xml · derivative · entry 4 Jordan Sarah Michelle · CIK 0001857474 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,470 Underlying: Common Stock · 16,470 shares Expires 2031-06-29 F3 · price: The stock option vests 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. F3 · derivative.exercise_date: The stock option vests 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.