STOCK TITAN

EverCommerce (EVCM) CLO reports 3,003-share tax withholding on RSU vesting

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

Rhea-AI Filing Summary

EverCommerce Inc. Chief Legal Officer Lisa E. Storey reported routine tax-related share dispositions tied to restricted stock vesting. On June 5, 2026, the issuer withheld 1,423 and 1,580 shares of common stock at $9.20 per share to cover tax obligations on RSUs granted in 2025 and 2026. These Form 4 entries are coded as tax-withholding dispositions, not open‑market sales, and her direct common stock holdings reported after the transactions were 241,021 and 239,598 shares, respectively.

Positive

  • None.

Negative

  • None.
Insider Storey Lisa E
Role Chief Legal Officer
Type Security Shares Price Value
Tax Withholding Common Stock 1,580 $9.20 $15K
Tax Withholding Common Stock 1,423 $9.20 $13K
Holdings After Transaction: Common Stock — 241,021 shares (Direct, null)
Footnotes (1)
  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. 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.
Tax-withheld shares (entry 1) 1,423 shares Common Stock withheld at $9.20 on June 5, 2026
Tax-withheld shares (entry 2) 1,580 shares Common Stock withheld at $9.20 on June 5, 2026
Total tax-withholding shares 3,003 shares Sum of F-code tax-withholding dispositions in this Form 4
Price per share $9.20 per share Value used for both tax-withholding entries
Shares held after transaction (entry 1) 241,021 shares Direct EverCommerce common stock holding after one tax-withholding entry
Shares held after transaction (entry 2) 239,598 shares Direct EverCommerce common stock holding after the other tax-withholding entry
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.
Form 4 regulatory
"These Form 4 entries are coded as tax-withholding dispositions"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
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)

FAQ

What did EverCommerce (EVCM) executive Lisa Storey report in this Form 4?

Lisa Storey reported tax-withholding dispositions of EverCommerce common stock. The issuer withheld 1,423 and 1,580 shares at $9.20 per share to satisfy her tax obligations upon vesting of restricted stock units granted in 2025 and 2026.

Were Lisa Storey’s EverCommerce (EVCM) Form 4 transactions open-market sales?

No, the reported transactions were not open-market sales. Both entries use code F, indicating shares were withheld by EverCommerce to cover tax liabilities from restricted stock unit vesting rather than discretionary selling of shares in the market.

How many EverCommerce (EVCM) shares were withheld for Lisa Storey’s taxes?

A total of 3,003 EverCommerce common shares were withheld for taxes. One Form 4 line shows 1,423 shares withheld and the other 1,580 shares, each at a reported price of $9.20 per share to satisfy tax obligations on RSU vesting.

What were Lisa Storey’s EverCommerce (EVCM) holdings after the Form 4 transactions?

After the tax-withholding dispositions, the Form 4 shows Lisa Storey directly holding 241,021 EverCommerce common shares after one entry and 239,598 shares after the other, reflecting her remaining ownership following the RSU-related tax share withholdings.

What triggered the tax-withholding share dispositions for EverCommerce (EVCM)?

The dispositions were triggered by the vesting of restricted stock units. Footnotes state the shares were withheld by EverCommerce to cover Lisa Storey’s tax obligations on RSU grants dated March 5, 2025 and March 5, 2026 when those units vested.