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EverCommerce Insider Filing: 1,228 Shares Withheld for Taxes, 199,998 Shares Owned

Filing Impact
(Neutral)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Lisa E. Storey, Chief Legal Officer of EverCommerce Inc. (EVCM), reported a disposition of 1,228 shares of common stock on 08/22/2025 at a price of $11.54 per share. The filing states these 1,228 shares were withheld by the issuer to satisfy the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on February 22, 2024. After the withholding, Storey beneficially owns 199,998 shares of EverCommerce common stock. This Form 4 reflects an internal tax-related share withholding rather than an open-market sale.

Positive

  • None.

Negative

  • None.

Insights

TL;DR: Routine tax-withholding disposition of vested RSUs; no change to executive ownership structure materially affecting control.

The reported disposal of 1,228 shares at $11.54 appears to be a standard withholding event to cover tax liabilities from RSU vesting. Such transactions are common compensation-related mechanics and do not represent a voluntary sale for liquidity or a change in investment stance. Post-transaction beneficial ownership remains at 199,998 shares, which preserves the executive's equity exposure. There is no indication in the Form 4 of additional sales, pledging, or option exercises.

TL;DR: Administrative withholding of vested RSUs is typical and generally neutral for governance or signaling purposes.

The filing documents a withhold-to-cover transaction tied to RSU vesting rather than an open-market divestiture. From a governance perspective, such withholding reduces outstanding shares held by the executive only modestly and is not usually interpreted as a negative signal about company prospects. The Form 4 is properly signed and contains the explanatory note linking the disposition to the February 22, 2024 RSU grant.

Insider Storey Lisa E
Role Chief Legal Officer
Type Security Shares Price Value
Tax Withholding Common Stock 1,228 $11.54 $14K
Holdings After Transaction: Common Stock — 199,998 shares (Direct)
Footnotes (1)
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Form 4 Insider Transactions: What Each Field Means →
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)
08/22/2025
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 08/22/2025 F 1,228(1) D $11.54 199,998 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 February 22, 2024.
/s/ Lisa Storey 08/26/2025
** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What did EverCommerce (EVCM) insider Lisa Storey report on Form 4?

The filing reports a disposition of 1,228 shares on 08/22/2025 at $11.54 per share, withheld to satisfy taxes on vested RSUs.

Why were the 1,228 shares disposed of in the Form 4 for EVCM?

The Form 4 states the shares were withheld by the issuer to cover the reporting person's tax withholding obligation upon RSU vesting.

How many EverCommerce shares does Lisa Storey beneficially own after the transaction?

After the withholding transaction, the Form 4 reports 199,998 shares beneficially owned by Lisa Storey.

What is Lisa Storey's role at EverCommerce disclosed on the Form 4?

The filing lists Lisa E. Storey as an Officer with the title Chief Legal Officer.

Does the Form 4 indicate this was an open-market sale?

No. The Form 4 explains the disposition was a withholding to satisfy tax obligations related to RSU vesting, not an open-market sale.