EverCommerce Insider Filing: 727 Shares Withheld for Taxes by CLO

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.

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

Financial Analyst

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.

Corporate Governance Expert

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.

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
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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.