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EverCommerce (EVCM) CLO has 1,452 shares withheld for RSU tax obligations

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

EverCommerce Inc. Chief Legal Officer Lisa E. Storey reported a tax-related share disposition. On February 22, 2026, 1,452 shares of EverCommerce common stock were withheld by the company to cover her tax obligation upon the vesting of Restricted Stock Units granted on February 22, 2024.

This was a Form 4 transaction coded “F,” indicating payment of taxes by delivering securities rather than an open-market sale. After this withholding, Storey’s directly held EverCommerce common stock position was 174,278 shares, reflecting her remaining ownership following the RSU vesting event.

Positive

  • None.

Negative

  • None.
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 CO 80205

(City) (State) (Zip)
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
3. Date of Earliest Transaction (Month/Day/Year)
02/22/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 02/22/2026 F 1,452(1) D $10.06 174,278 D
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 February 22, 2024.
Remarks:
/s/ Lisa Storey 02/24/2026
** 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.

FAQ

What insider transaction did EverCommerce (EVCM) report for Lisa E. Storey?

EverCommerce reported that Chief Legal Officer Lisa E. Storey had 1,452 common shares withheld to satisfy tax obligations from vesting Restricted Stock Units. This Form 4 event reflects a tax-withholding disposition, not an open-market sale, and is a routine part of RSU vesting.

How many EverCommerce (EVCM) shares were involved in Lisa Storey’s Form 4 filing?

The filing shows 1,452 EverCommerce common shares were withheld on February 22, 2026. These shares were retained by the company to cover Lisa Storey’s tax liability tied to Restricted Stock Units that vested from a grant dated February 22, 2024.

Did EverCommerce’s Chief Legal Officer sell shares on the open market in this Form 4?

No, the Form 4 describes a tax-withholding disposition, not an open-market sale. Shares were withheld by EverCommerce to cover Lisa Storey’s tax obligation upon RSU vesting, a common administrative step when equity awards convert into freely owned shares.

What does the transaction code “F” mean in EverCommerce (EVCM) Lisa Storey’s Form 4?

Code “F” indicates payment of exercise price or tax liability by delivering securities. In this case, 1,452 EverCommerce shares were withheld to satisfy Lisa Storey’s tax obligation when Restricted Stock Units, granted on February 22, 2024, vested into common stock.

How many EverCommerce (EVCM) shares does Lisa Storey hold after this transaction?

After the tax-withholding disposition, Lisa Storey directly holds 174,278 EverCommerce common shares. This figure reflects her ownership following the withholding of 1,452 shares used to satisfy tax obligations associated with the vesting of prior Restricted Stock Unit awards.

What triggered the tax-withholding share disposition for EverCommerce’s Chief Legal Officer?

The disposition was triggered by the vesting of Restricted Stock Units granted on February 22, 2024. When those RSUs converted into common shares, EverCommerce withheld 1,452 shares to cover Lisa Storey’s tax obligation, as disclosed in the Form 4 footnote.
Evercommerce Inc.

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2.06B
98.44M
Software - Infrastructure
Services-prepackaged Software
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United States
DENVER