EverCommerce (EVCM) CLO has shares withheld for RSU tax obligations

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

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.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Storey Lisa E

Role Chief Legal Officer

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock	1,384	$11.61	$16K
Tax Withholding	Common Stock	860	$11.29	$10K

Holdings After Transaction: Common Stock — 172,034 shares (Direct)

Footnotes (1)

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. 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.

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Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 03/03/2026 - 06:41 PM

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

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)
03/01/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	03/01/2026		F		860⁽¹⁾	D	$11.29	173,418	D
Common Stock	03/03/2026		F		1,384⁽²⁾	D	$11.61	172,034	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. 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.

2. 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.

Remarks:

	/s/ Lisa Storey	03/03/2026
	** 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 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.

How many EverCommerce (EVCM) shares were withheld for Lisa E. Storey’s taxes?

A total of 2,244 EverCommerce common shares were withheld to cover taxes. This included 860 shares at $11.29 per share and 1,384 shares at $11.61 per share, both tied to the vesting of previously granted restricted stock units.

What is Lisa E. Storey’s EverCommerce (EVCM) shareholding after these transactions?

After the reported tax-withholding dispositions, Lisa E. Storey directly held 172,034 shares of EverCommerce common stock. This reflects her remaining ownership after the company withheld shares to satisfy tax obligations on vested restricted stock units.

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.