EverCommerce CLO reports tax-withholding share dispositions
EverCommerce Inc. Chief Legal Officer Lisa E. Storey reported tax-related share dispositions tied to restricted stock vesting.
Rhea-AI Filing Summary
EverCommerce Inc. Chief Legal Officer Lisa E. Storey reported tax-related share dispositions tied to restricted stock vesting. On March 3, 2026, 1,384 shares of common stock were withheld at $11.61 per share, and on March 1, 2026, 860 shares were withheld at $11.29 per share to satisfy tax obligations upon vesting of prior RSU grants. After these non-open-market tax-withholding dispositions, she directly held 172,034 shares of EverCommerce common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
Exercise Price or Tax Liability: 2,244 shares
Exercise Price or Tax Liability
2 txns
Insider
Storey Lisa E
Role
Chief Legal Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Stock | 1,384 | $11.61 | $16K |
| Exercise Price or Tax Liability | Common Stock | 860 | $11.29 | $10K |
Holdings After Transaction:
Common Stock — 172,034 shares (Direct)
Footnotes (2)
- F1. Represents the number of shares of common stock withheld by EverCommerce Inc. (the "Company") to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 1, 2022.
- F2. Represents the number of shares of common stock withheld by the Company to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on March 3, 2023.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did EverCommerce (EVCM) disclose for Lisa E. Storey?
EverCommerce disclosed that Chief Legal Officer Lisa E. Storey had shares withheld to cover taxes on RSU vesting. On March 1 and 3, 2026, a total of 2,244 common shares were withheld in tax-withholding dispositions, rather than open-market sales.
Were the recent EverCommerce (EVCM) insider transactions open-market sales?
No, the recent transactions were not open-market sales. They were tax-withholding dispositions, where EverCommerce withheld shares of common stock to satisfy Lisa E. Storey’s tax obligations when restricted stock units granted in 2022 and 2023 vested.
What does transaction code F mean in the EverCommerce (EVCM) Form 4?
Transaction code F indicates a tax-withholding disposition. In this case, EverCommerce withheld shares of common stock from Lisa E. Storey to pay the exercise price or tax liability when her restricted stock units vested, instead of her selling shares in the market.
AI-generated analysis. How Rhea-AI works. Not financial advice.