What triggered the tax-withholding share disposition at EverCommerce (EVCM)?

The disposition was triggered by the vesting of Restricted Stock Units granted to Lisa E. Storey on March 3, 2023. When those units vested, EverCommerce withheld 1,170 shares of common stock to cover her tax withholding obligation associated with that equity compensation.

EverCommerce CLO has 1,170 shares withheld for taxes

EverCommerce Inc. Chief Legal Officer Lisa E. Storey reported a routine tax-related share disposition.

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Filing Sentiment

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Sentiment and the balance of points

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Form Type

Rhea-AI Filing Summary

EverCommerce Inc. Chief Legal Officer Lisa E. Storey reported a routine tax-related share disposition. The company withheld 1,170 shares of common stock to cover her tax obligation upon vesting of Restricted Stock Units granted on March 3, 2023. After this withholding, she directly owns 242,601 shares.

Insider Trade Summary

Exercise Price or Tax Liability: 1,170 shares

Exercise Price or Tax Liability 1 txn

Insider Storey Lisa E

Role Chief Legal Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	1,170	$9.43	$11K

Holdings After Transaction: Common Stock — 242,601 shares (Direct)

Footnotes (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.

Key Figures

Tax-withheld shares: 1,170 shares Withholding reference price: $9.43 per share Post-transaction holdings: 242,601 shares

3 metrics

Tax-withheld shares 1,170 shares Shares withheld to cover tax obligation on RSU vesting

Withholding reference price $9.43 per share Price used for the 1,170-share tax-withholding disposition

Post-transaction holdings 242,601 shares Direct ownership after tax-withholding transaction

Key Terms

Restricted Stock Units, tax withholding obligation, tax-withholding disposition, Common Stock

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"

tax-withholding disposition financial

"transaction_action: tax-withholding disposition"

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

Common Stock financial

"Represents the number of shares of common stock withheld"

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.

FAQ

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

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

EverCommerce reported that Chief Legal Officer Lisa E. Storey had 1,170 shares of common stock withheld to cover taxes on vested Restricted Stock Units. This was a tax-withholding disposition, not an open-market sale, and is a typical administrative event following equity vesting.

How many EverCommerce (EVCM) shares were involved in the tax withholding?

The transaction involved 1,170 shares of EverCommerce common stock. These shares were withheld by the company to satisfy Lisa E. Storey’s tax withholding obligation tied to Restricted Stock Units that vested from a grant made on March 3, 2023.

Does the EverCommerce (EVCM) Form 4 show an open-market sale by Lisa E. Storey?

No, the Form 4 shows no open-market sale. It reports a code F transaction, where 1,170 shares were withheld by EverCommerce to pay taxes on vested Restricted Stock Units, a standard non-market event rather than a discretionary buy or sell order.

How many EverCommerce (EVCM) shares does Lisa E. Storey own after this transaction?

Following the tax-withholding disposition, Lisa E. Storey directly owns 242,601 shares of EverCommerce common stock. This figure reflects her position after 1,170 shares were withheld by the company to satisfy her related tax obligation on vested Restricted Stock Units.

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

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Accepted by SEC EDGAR 06/03/2026 - 06:24 PM EDT

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)
06/03/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	06/03/2026		F		1,170⁽¹⁾	D	$9.43	242,601	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

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.

Remarks:

	/s/ Lisa Storey	06/03/2026
	** 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)

Source: View Original Filing on SEC EDGAR