EverCommerce (EVCM) CLO reports 3,003-share tax withholding on RSU vesting
Filing Impact
Filing Sentiment
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 Trade Summary
2 transactions reported
Mixed
2 txns
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)
- 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.
Key Figures
Tax-withheld shares (entry 1): 1,423 shares
Tax-withheld shares (entry 2): 1,580 shares
Total tax-withholding shares: 3,003 shares
+3 more
6 metrics
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
Key Terms
Restricted Stock Units, tax withholding obligation, Common Stock, Form 4
4 terms
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.
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.
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.