STOCK TITAN

[Form 4] EverCommerce Inc. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

Lisa E. Storey, Chief Legal Officer of EverCommerce Inc. (EVCM), reported a non-derivative disposition of 727 shares of common stock on 09/01/2025 at a price of $11.26 per share. The filing shows 199,271 shares of common stock remained beneficially owned by the reporting person after the transaction. The form identifies the sale as shares withheld by the issuer to satisfy tax withholding obligations upon vesting of Restricted Stock Units granted on March 1, 2022. The Form 4 was signed by Lisa Storey on 09/03/2025.

Lisa E. Storey, Chief Legal Officer di EverCommerce Inc. (EVCM), ha comunicato una cessione non derivata di 727 azioni ordinarie il 01/09/2025 al prezzo di $11,26 per azione. La denuncia indica che, dopo la transazione, la persona che ha presentato la comunicazione deteneva beneficiariamente 199.271 azioni ordinarie. Il modulo specifica che la vendita corrisponde ad azioni trattenute dall'emittente per soddisfare gli obblighi di ritenuta fiscale al momento del consolidamento di Restricted Stock Units assegnate il 1° marzo 2022. Il Form 4 è stato firmato da Lisa Storey il 03/09/2025.

Lisa E. Storey, directora jurídica (Chief Legal Officer) de EverCommerce Inc. (EVCM), notificó una disposición no derivada de 727 acciones ordinarias el 01/09/2025 a un precio de $11,26 por acción. La presentación muestra que, tras la operación, la persona informante seguía beneficiando de 199.271 acciones ordinarias. El formulario identifica la venta como acciones retenidas por el emisor para cubrir las obligaciones de retención fiscal al consolidarse las Unidades de Acciones Restringidas concedidas el 1 de marzo de 2022. El Formulario 4 fue firmado por Lisa Storey el 03/09/2025.

EverCommerce Inc.(EVCM)의 최고법무책임자(Chief Legal Officer)인 Lisa E. Storey는 2025년 9월 1일 보통주 727주를 주당 $11.26에 비파생 처분했다고 보고했습니다. 제출서류에 따르면 해당 거래 이후 보고인은 199,271주의 보통주를 계속해 실질적으로 보유하고 있었습니다. 서식은 이번 매각이 2022년 3월 1일 부여된 제한주식단위(Restricted Stock Units)의 베스팅 시 세금 원천징수 의무를 충족하기 위해 발행사가 주식을 원천징수한 것이라고 명시하고 있습니다. Form 4는 2025년 9월 3일 Lisa Storey가 서명했습니다.

Lisa E. Storey, directrice juridique (Chief Legal Officer) d'EverCommerce Inc. (EVCM), a déclaré une cession non dérivée de 727 actions ordinaires le 01/09/2025 au prix de 11,26 $ par action. Le dépôt indique qu'après la transaction, la personne déclarante détenait bénéficiairement 199 271 actions ordinaires. Le formulaire précise que la vente correspond à des actions retenues par l'émetteur pour satisfaire les obligations de retenue d'impôt au moment de la levée (vesting) d'Unités d'Actions Restreintes (Restricted Stock Units) attribuées le 1er mars 2022. Le Formulaire 4 a été signé par Lisa Storey le 03/09/2025.

Lisa E. Storey, Chief Legal Officer von EverCommerce Inc. (EVCM), meldete am 01.09.2025 die nicht-derivative Veräußerung von 727 Stammaktien zu einem Preis von $11,26 je Aktie. Die Meldung weist aus, dass der meldende Person nach der Transaktion weiterhin 199.271 Stammaktien wirtschaftlich gehörten. Im Formular wird der Verkauf als vom Emittenten einbehaltene Aktien bezeichnet, um Steuerabzugsverpflichtungen bei der Vested Restricted Stock Units zu erfüllen, die am 1. März 2022 gewährt wurden. Das Formblatt 4 wurde am 03.09.2025 von Lisa Storey unterzeichnet.

Positive
  • Transaction explicitly identified as RSU tax withholding, clarifying the nature of the disposition
  • Form 4 is signed and timely, indicating compliance with Section 16 reporting requirements
Negative
  • None.

Insights

TL;DR: Routine insider share withholding to cover taxes; not a market sale for cash and likely immaterial to EVCM valuation.

The Form 4 documents a tax-withholding disposition of 727 shares at $11.26, leaving 199,271 shares beneficially owned. This is explicitly described as withholding upon RSU vesting from a March 1, 2022 grant. Because the transaction is a withholding to satisfy tax obligations rather than an open-market sale, it typically does not indicate a change in insider sentiment or trigger material ownership shifts. Disclosure timing and completeness meet Section 16 reporting requirements shown on the form.

TL;DR: The filing is a routine compliance disclosure of RSU tax withholding by an officer, with no governance red flags presented.

The report names Lisa E. Storey as Chief Legal Officer and lists the nature of the disposal as shares withheld for tax withholding upon RSU vesting. The Form 4 is signed and dated, indicating formal compliance with Section 16 disclosure obligations. There is no indication of additional derivative transactions or changes in officer role within this filing. Based on the provided content, this is a standard administrative transaction.

Lisa E. Storey, Chief Legal Officer di EverCommerce Inc. (EVCM), ha comunicato una cessione non derivata di 727 azioni ordinarie il 01/09/2025 al prezzo di $11,26 per azione. La denuncia indica che, dopo la transazione, la persona che ha presentato la comunicazione deteneva beneficiariamente 199.271 azioni ordinarie. Il modulo specifica che la vendita corrisponde ad azioni trattenute dall'emittente per soddisfare gli obblighi di ritenuta fiscale al momento del consolidamento di Restricted Stock Units assegnate il 1° marzo 2022. Il Form 4 è stato firmato da Lisa Storey il 03/09/2025.

Lisa E. Storey, directora jurídica (Chief Legal Officer) de EverCommerce Inc. (EVCM), notificó una disposición no derivada de 727 acciones ordinarias el 01/09/2025 a un precio de $11,26 por acción. La presentación muestra que, tras la operación, la persona informante seguía beneficiando de 199.271 acciones ordinarias. El formulario identifica la venta como acciones retenidas por el emisor para cubrir las obligaciones de retención fiscal al consolidarse las Unidades de Acciones Restringidas concedidas el 1 de marzo de 2022. El Formulario 4 fue firmado por Lisa Storey el 03/09/2025.

EverCommerce Inc.(EVCM)의 최고법무책임자(Chief Legal Officer)인 Lisa E. Storey는 2025년 9월 1일 보통주 727주를 주당 $11.26에 비파생 처분했다고 보고했습니다. 제출서류에 따르면 해당 거래 이후 보고인은 199,271주의 보통주를 계속해 실질적으로 보유하고 있었습니다. 서식은 이번 매각이 2022년 3월 1일 부여된 제한주식단위(Restricted Stock Units)의 베스팅 시 세금 원천징수 의무를 충족하기 위해 발행사가 주식을 원천징수한 것이라고 명시하고 있습니다. Form 4는 2025년 9월 3일 Lisa Storey가 서명했습니다.

Lisa E. Storey, directrice juridique (Chief Legal Officer) d'EverCommerce Inc. (EVCM), a déclaré une cession non dérivée de 727 actions ordinaires le 01/09/2025 au prix de 11,26 $ par action. Le dépôt indique qu'après la transaction, la personne déclarante détenait bénéficiairement 199 271 actions ordinaires. Le formulaire précise que la vente correspond à des actions retenues par l'émetteur pour satisfaire les obligations de retenue d'impôt au moment de la levée (vesting) d'Unités d'Actions Restreintes (Restricted Stock Units) attribuées le 1er mars 2022. Le Formulaire 4 a été signé par Lisa Storey le 03/09/2025.

Lisa E. Storey, Chief Legal Officer von EverCommerce Inc. (EVCM), meldete am 01.09.2025 die nicht-derivative Veräußerung von 727 Stammaktien zu einem Preis von $11,26 je Aktie. Die Meldung weist aus, dass der meldende Person nach der Transaktion weiterhin 199.271 Stammaktien wirtschaftlich gehörten. Im Formular wird der Verkauf als vom Emittenten einbehaltene Aktien bezeichnet, um Steuerabzugsverpflichtungen bei der Vested Restricted Stock Units zu erfüllen, die am 1. März 2022 gewährt wurden. Das Formblatt 4 wurde am 03.09.2025 von Lisa Storey unterzeichnet.

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)
09/01/2025
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 09/01/2025 F 727(1) D $11.26 199,271 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 March 1, 2022.
/s/ Lisa Storey 09/03/2025
** 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 did Lisa E. Storey report on the Form 4 for EVCM?

She reported a disposition of 727 shares of EverCommerce common stock on 09/01/2025 at a price of $11.26 per share.

Why were the 727 shares disposed of according to the filing?

The filing states the shares were withheld by the issuer to cover tax withholding obligations upon vesting of Restricted Stock Units granted on March 1, 2022.

How many EverCommerce shares did the reporting person own after the transaction?

The Form 4 shows the reporting person beneficially owned 199,271 shares following the reported transaction.

What is Lisa Storey's position at EverCommerce as listed on the Form 4?

She is listed as Chief Legal Officer and the form indicates she is an officer of the issuer.

When was the Form 4 signed by the reporting person?

The Form 4 bears the signature of Lisa Storey dated 09/03/2025.
Evercommerce Inc.

NASDAQ:EVCM

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EVCM Stock Data

2.05B
99.31M
8.03%
92.14%
0.44%
Software - Infrastructure
Services-prepackaged Software
Link
United States
DENVER