STOCK TITAN

EverCommerce (EVCM) Insider Filing: RSU Tax Withholding and Sales Reported

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

Rhea-AI Filing Summary

Eric R. Remer, Chief Executive Officer and Director of EverCommerce Inc. (EVCM), reported changes in his beneficial ownership on Form 4. On 09/01/2025 the company withheld 5,598 shares to satisfy tax withholding upon the vesting of restricted stock units granted March 1, 2022. On 09/02/2025 he sold 20,421 shares at a weighted average price of $11.2342 and on 09/03/2025 he sold 4,079 shares at a weighted average price of $11.1338. The filing shows indirect holdings including 1,000,000 shares held by EMJ Remer Family Trust and additional indirect holdings through Buckrail Partners, LLC and family trusts. All sales were made pursuant to a Rule 10b5-1 trading plan dated June 14, 2024.

Positive

  • Transactions executed under an existing Rule 10b5-1 trading plan, which provides affirmative defense to insider trading claims
  • Form 4 discloses tax-withheld RSU shares and provides weighted-average prices and ranges as required
  • Filing is signed (attorney-in-fact) indicating procedural completion and compliance with Section 16 reporting

Negative

  • Open-market sales of 24,500 shares (20,421 on 09/02/2025 and 4,079 on 09/03/2025) reduced reported holdings
  • Some ownership figures appear split between direct and indirect holdings, which may complicate quick assessment of ownership change

Insights

TL;DR: Insider sold modest quantities under a 10b5-1 plan; activity is routine but reduces his direct stake slightly.

The reported transactions consist of tax-withheld shares from RSU vesting and two small open-market sales executed under a Rule 10b5-1 plan. The prices reported are weighted averages ($11.2342 and $11.1338). The filing also discloses substantial indirect holdings through family trusts and Buckrail Partners, LLC including a 1,000,000-share holding by the EMJ Remer Family Trust. From a financial perspective, these transactions represent routine liquidity and tax-related events rather than an abrupt change in ownership. Impact on outstanding shares and control is not determinable from this Form 4 alone because the filing does not state total company outstanding shares.

TL;DR: Transactions comply with a documented 10b5-1 plan and the Form 4 provides the required disclosures.

The filing clearly indicates the insider used a pre-established Rule 10b5-1 plan dated June 14, 2024, for the reported sales and discloses tax withholding on vested RSUs. The Form 4 is signed by an attorney-in-fact, indicating proper execution. From a governance standpoint, use of a 10b5-1 plan and prompt reporting align with good compliance practices. Material governance concerns would require additional context such as timing relative to material company events, which this filing does not provide.

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).
X
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*
Remer Eric Richard

(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)
X Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Executive 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 5,598(1) D $11.26 3,154,419 D
Common Stock 09/02/2025 S 20,421 D $11.2342(2) 5,172,742 I By Buckrail Partners, LLC
Common Stock 09/03/2025 S 4,079 D $11.1338(3) 5,168,663 I By Buckrail Partners, LLC
Common Stock 1,000,000 I By EMJ Remer Family Trust
Common Stock 35,000 I By Remer Family Trust
Common Stock 28,999 I By Family Trust 1
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 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. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.16 to $11.37. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
3. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.08 to $11.21. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Remarks:
All sale transactions reported herein were made pursuant to a Rule 10b5-1 trading plan dated June 14, 2024.
/s/ Lisa Storey, Attorney-in-fact 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 shares did EverCommerce (EVCM) CEO Eric Remer sell on this Form 4?

The Form 4 reports sales of 20,421 shares on 09/02/2025 at a weighted average price of $11.2342 and 4,079 shares on 09/03/2025 at a weighted average price of $11.1338.

Why were 5,598 shares withheld by EverCommerce on 09/01/2025?

The filing states 5,598 shares were withheld to satisfy the reporting person’s tax withholding obligation upon vesting of Restricted Stock Units granted March 1, 2022.

Were the sales made under a pre-arranged plan?

Yes. The Form 4 states all sale transactions were made pursuant to a Rule 10b5-1 trading plan dated June 14, 2024.

How many shares does Eric Remer indirectly hold?

The filing lists indirect holdings including 1,000,000 shares held by EMJ Remer Family Trust and additional indirect holdings via Buckrail Partners, LLC and family trusts (e.g., 35,000 and 28,999 shown).

Does the Form 4 indicate any options or derivative transactions?

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

NASDAQ:EVCM

EVCM Rankings

EVCM Latest News

EVCM Latest SEC Filings

EVCM Stock Data

2.29B
98.28M
7.97%
92.15%
0.72%
Software - Infrastructure
Services-prepackaged Software
Link
United States
DENVER