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[Form 4] EverCommerce Inc. Insider Trading Activity

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

Lisa E. Storey, identified as Chief Legal Officer and an insider of EverCommerce Inc. (EVCM), reported a non-derivative disposition on 09/05/2025. The filing shows 1,580 shares of common stock were disposed (transaction code F) at a price of $11.39 per share; the form explains these shares were withheld by the issuer to satisfy tax withholding obligations upon the vesting of Restricted Stock Units granted on March 5, 2025. After the withholding, the reporting person beneficially owns 196,521 shares directly. The form is signed 09/08/2025 and contains no other transactions or derivative positions.

Positive
  • Continued substantial ownership: Reporting person retains 196,521 shares directly after the withholding
  • Clear disclosure: Form includes an explicit explanation that the disposition was to satisfy tax withholding on RSU vesting
Negative
  • Disposition recorded: 1,580 shares were withheld at $11.39 per share (tax withholding reduces outstanding personal holdings)
  • No derivatives reported: The filing shows no options or derivative activity, limiting insight into potential future exercises or hedging

Insights

TL;DR: Routine tax-withholding disposition of vested RSUs; insider retains substantial direct ownership.

The Form 4 documents a non-economic disposition labeled with code F, meaning shares were withheld by EverCommerce to cover tax obligations on RSU vesting. The amount withheld, 1,580 shares at $11.39, is small relative to total holdings of 196,521 shares, so this action is administratively driven rather than a cash-sale decision by the officer. No options or derivative transactions were reported, and there are no indications of unusual or timed disposals in the filing.

TL;DR: Administrative withholding following RSU vesting; disclosure aligns with Section 16 requirements.

This filing meets Section 16 reporting norms by disclosing the withholding used to satisfy tax obligations on vested RSUs. The explanation explicitly ties the disposition to RSUs granted March 5, 2025, and the remaining direct beneficial ownership is disclosed. There is no evidence in the form of coordinated sales, pledging, or derivative activity that would raise governance or insider-trading concerns based on the information provided.

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)
09/05/2025
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 09/05/2025 F 1,580(1) D $11.39 196,521 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 5, 2025.
/s/ Lisa Storey 09/08/2025
** 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?

The Form 4 reports that 1,580 shares of EverCommerce common stock were disposed on 09/05/2025 via issuer withholding to satisfy taxes from RSU vesting.

Why were the 1,580 shares disposed according to the filing?

The filing states the shares were 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.

How many EverCommerce (EVCM) shares does the reporting person own after the transaction?

After the withholding, the reporting person beneficially owns 196,521 shares as reported on the Form 4.

Was the disposition a sale on the open market?

No. Transaction code F indicates shares were withheld by the issuer for tax purposes, not an open-market sale by the insider.

Does the Form 4 show any options or derivative securities for Lisa E. Storey?

No. Table II for derivative securities contains no reported transactions or holdings in this filing.
Evercommerce Inc.

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EVCM Stock Data

1.46B
97.66M
7.97%
92.15%
0.72%
Software - Infrastructure
Services-prepackaged Software
Link
United States
DENVER