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  4. [Form 4] EverCommerce Inc. Insider Trading Activity

EverCommerce (EVCM) CLO has 3,003 shares withheld for RSU taxes

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

Rhea-AI Filing Summary

EverCommerce Inc.'s Chief Legal Officer, Lisa E. Storey, reported that a total of 3,003 shares of common stock were withheld by the company on June 5, 2026 at $9.20 per share to satisfy tax obligations upon the vesting of Restricted Stock Units. After these withholding transactions, she directly holds 239,598 shares of EverCommerce common stock.

Positive

  • None.

Negative

  • None.
Insider Storey Lisa E
Role Chief Legal Officer
Type Security Shares Price Value
Exercise Price or Tax Liability Common Stock 1,580 $9.20 $15K
Exercise Price or Tax Liability Common Stock 1,423 $9.20 $13K
Holdings After Transaction: Common Stock — 239,598 shares (Direct)
Footnotes (2)
  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 5, 2025.
  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, 2026.
Shares withheld for taxes 3,003 shares Total common shares withheld on June 5, 2026 to cover tax obligations on RSU vesting
Tax withholding price 9.2000 per share Per-share value used when shares were withheld for tax obligations
Shares withheld (first tranche) 1,580 shares Portion of common stock withheld in one tax-withholding transaction on June 5, 2026
Shares withheld (second tranche) 1,423 shares Additional common shares withheld in a separate tax-withholding transaction on June 5, 2026
Shares held after transactions 239,598 shares Direct holdings of EverCommerce common stock by Lisa E. Storey after the reported transactions
Restricted Stock Units financial
"upon the vesting of Restricted Stock Units granted on March 5, 2025"
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"
Common Stock financial
"Represents the number of shares of common stock withheld by the Issuer"
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

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

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Form 4 Insider Transactions: What Each Field Means →

FAQ

What insider transaction did EverCommerce (EVCM) report for Lisa E. Storey?
EverCommerce reported that Lisa E. Storey, its Chief Legal Officer, had 3,003 shares of common stock withheld on June 5, 2026. These shares were withheld by the company to cover her tax obligations arising from the vesting of Restricted Stock Units.

How many EverCommerce (EVCM) shares were withheld and at what price?
A total of 3,003 shares of EverCommerce common stock were withheld at a price of $9.20 per share. The withholding occurred in two tranches, covering tax obligations linked to the vesting of prior Restricted Stock Unit grants.

How many EverCommerce (EVCM) shares does Lisa Storey own after this Form 4?
Following these tax-withholding transactions, Lisa E. Storey directly holds 239,598 shares of EverCommerce common stock. This figure reflects her post-transaction ownership as reported, after the company withheld shares to satisfy her tax obligations on vested RSUs.

Did the EverCommerce (EVCM) Form 4 indicate a Rule 10b5-1 trading plan?
No, the filing’s Rule 10b5-1 checkbox was not marked, indicating the reported transactions were not affirmed as executed under a pre-arranged trading plan. The activity instead reflects routine tax withholding on vested Restricted Stock Units.

What triggered the tax withholding in EverCommerce (EVCM)'s Form 4?
The tax withholding was triggered by the vesting of Restricted Stock Units granted on March 5, 2025 and March 5, 2026. When those RSUs vested, EverCommerce withheld common shares from Lisa E. Storey to satisfy her associated tax withholding obligations.
SEC Form 4
FORM 4UNITED 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)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Legal Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/05/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock06/05/2026F1,580(1)D$9.2241,021D
Common Stock06/05/2026F1,423(2)D$9.2239,598D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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 5, 2025.
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, 2026.
Remarks:
/s/ Lisa Storey06/08/2026
** Signature of Reporting PersonDate
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)

Source: View Original Filing on SEC EDGAR