EverCommerce CLO has 4,173 shares withheld for tax

EverCommerce’s chief legal officer reported only tax-related RSU share withholdings, with no open-market trades in EVCM stock.

Rhea-AI Filing Summary

EverCommerce Inc. (EVCM) reported that Chief Legal Officer Lisa E. Storey had 4,173 shares of common stock withheld on September 3 and 5, 2026, at about $7.92–$7.93 per share, to satisfy income tax withholding upon the vesting of previously granted Restricted Stock Units. These were issuer-withheld shares, not open‑market sales, and no Rule 10b5‑1 plan is reported. A separate entry shows no indirect holdings “By Spouse” after September 3, 2026.

Insider Trade Summary

Tax Withholding: 4,173 shares

Tax Withholding 4 txns

Insider Storey Lisa E

Role Chief Legal Officer

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F2	1,580	$7.92	$13K
Tax Withholding	Common Stock F3	1,423	$7.92	$11K
Tax Withholding	Common Stock F1	1,170	$7.93	$9K
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 217,185 shares (Direct); Common Stock — 0 shares (Indirect, By Spouse)

Footnotes (3)

1. 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.
2. 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.
3. 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.

Key Figures

Shares withheld for taxes on September 3, 2026: 1,170 shares at $7.93 per share Shares withheld for taxes on September 5, 2026 (grant March 5, 2025): 1,580 shares at $7.92 per share Shares withheld for taxes on September 5, 2026 (grant March 5, 2026): 1,423 shares at $7.92 per share +3 more

6 metrics

Shares withheld for taxes on September 3, 2026 1,170 shares at $7.93 per share Common stock withheld to cover tax withholding on RSUs granted March 3, 2023

Shares withheld for taxes on September 5, 2026 (grant March 5, 2025) 1,580 shares at $7.92 per share Common stock withheld to cover tax withholding on RSUs granted March 5, 2025

Shares withheld for taxes on September 5, 2026 (grant March 5, 2026) 1,423 shares at $7.92 per share Common stock withheld to cover tax withholding on RSUs granted March 5, 2026

Total shares withheld for tax obligations 4,173 shares Aggregate of three code F transactions reported for tax withholding

Tax-withholding transactions count 3 transactions Number of code F entries for payment of tax liability by withholding securities

Indirect holdings by spouse after September 3, 2026 0 shares Holding entry marked indirect ownership "By Spouse" following the transactions

Key Terms

Restricted Stock Units, tax withholding obligation, Chief Legal Officer, indirect ownership

4 terms

Restricted Stock Units financial

"upon the vesting of Restricted Stock Units granted on March 3, 2023"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

tax withholding obligation financial

"withheld by the Issuer to cover the reporting person's tax withholding obligation"

Chief Legal Officer other

"reporting person is the company's Chief Legal Officer"

A chief legal officer is a senior executive responsible for overseeing a company's legal matters, ensuring that its activities comply with laws and regulations. They act like a company's legal guide, helping to prevent legal problems and manage risks. For investors, understanding this role is important because it reflects how well a company manages legal risks that could impact its stability and reputation.

indirect ownership financial

"ownership type marked indirect with nature of ownership "By Spouse""

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did EverCommerce (EVCM) disclose about Lisa E. Storey’s recent stock activity?

EverCommerce disclosed that 4,173 shares of common stock were withheld from Chief Legal Officer Lisa E. Storey on September 3 and 5, 2026 to cover tax withholding obligations arising from vesting Restricted Stock Units, rather than from any open-market sales.

Were the EVCM share dispositions by Lisa E. Storey open-market sales?

No. The Form 4 states the transactions were payments of tax liability by delivering or withholding securities upon RSU vesting, so they reflect issuer share withholdings, not open-market buying or selling of EverCommerce (EVCM) stock.

How many EverCommerce shares were withheld in each transaction reported for EVCM?

The Form 4 reports 1,170 shares withheld on September 3, 2026 at $7.93 per share, and two transactions on September 5, 2026 withholding 1,580 shares and 1,423 shares respectively at $7.92 per share.

What RSU grants triggered Lisa E. Storey’s EVCM tax-withholding transactions?

Footnotes state the withheld shares covered tax obligations upon vesting of Restricted Stock Units originally granted on March 3, 2023, March 5, 2025, and March 5, 2026 to Chief Legal Officer Lisa E. Storey.

Does the Form 4 for EVCM indicate a Rule 10b5-1 trading plan?

No. The document-level indicator shows no Rule 10b5-1 plan affirmed, and the footnotes describe the transactions solely as tax-withholding related to RSU vesting.

What does the Form 4 say about Lisa E. Storey’s indirect EVCM holdings by spouse?

A holding entry dated September 3, 2026 shows 0 indirect shares listed as owned “By Spouse,” indicating no reportable indirect holdings through a spouse after that date.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/08/2026 - 04:25 PM EDT Accepted by SEC EDGAR 09/08/2026 - 04:25 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Storey Lisa E

(Last) (First) (Middle)

C/O EVERCOMMERCE INC.

3601 WALNUT STREET, SUITE 400

(Street)

DENVER COLORADO 80205

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
EverCommerce Inc. [ EVCM ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Legal Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/03/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	09/03/2026		F		1,170(1)	D	$7.93	220,188	D
Common Stock	09/05/2026		F		1,580(2)	D	$7.92	218,608	D
Common Stock	09/05/2026		F		1,423(3)	D	$7.92	217,185	D
Common Stock								0	I	By Spouse

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. 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.

2. 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.

3. 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.

Remarks:

	/s/ Lisa Storey	09/08/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)