EverCommerce Inc. (EVCM) CLO keeps 221K shares after tax withholding

Q: What insider transaction did EverCommerce Inc. (EVCM) report for Lisa E. Storey?

EverCommerce reported that Chief Legal Officer Lisa E. Storey had 1,228 shares of common stock treated as a sale on August 22, 2026, in connection with tax withholding on vesting Restricted Stock Units.

Q: Was the EverCommerce (EVCM) Form 4 transaction a discretionary sale?

The Form 4 notes that the 1,228 shares were withheld by EverCommerce to cover Lisa E. Storey’s tax withholding obligation upon vesting of Restricted Stock Units, indicating a tax-related withholding event rather than an ordinary discretionary market sale.

Q: At what price were Lisa E. Storey’s EverCommerce (EVCM) shares reported as sold or withheld?

The 1,228 shares were reported at a transaction price of $9.64 per share. This price is associated with shares withheld by EverCommerce to satisfy tax withholding obligations on the vesting Restricted Stock Units.

Q: Was the EverCommerce (EVCM) insider transaction under a Rule 10b5-1 plan?

The filing’s Rule 10b5-1 checkbox is not affirmed (aff_10b5_one is false), and there is no footnote stating that the transaction was made under a Rule 10b5-1 trading plan.

Q: What triggered the tax withholding event for EverCommerce (EVCM) shares?

The tax withholding event was triggered by the vesting of Restricted Stock Units that had been granted to Lisa E. Storey on February 22, 2024, according to the footnote in the Form 4.

Filing Impact

(Neutral)

Filing Sentiment

(Negative)

Form Type

Rhea-AI Filing Summary

EverCommerce Inc. (EVCM) reported an insider transaction by Chief Legal Officer Lisa E. Storey. On August 22, 2026, 1,228 shares of common stock were treated as a sale at $9.64 per share, but a footnote explains these shares were withheld by EverCommerce to satisfy tax withholding obligations upon vesting of previously granted Restricted Stock Units. Following this tax-related withholding, Storey’s directly held EverCommerce common stock position is 221,358 shares.

Insider Trade Summary

Net Seller: 1,228 shares

Net Sell 1 txn

Insider Storey Lisa E

Role Chief Legal Officer

Sold 1,228 shs ($12K)

Type	Security	Shares	Price	Value
Sale	Common Stock ^F1	1,228	$9.64	$12K

Holdings After Transaction: Common Stock — 221,358 shares (Direct)

Footnotes (1)

F1. 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.

Key Figures

Shares withheld/sold: 1,228 shares of Common Stock Transaction price per share: $9.64 per share Shares held after transaction: 221,358 shares of Common Stock +1 more

4 metrics

Shares withheld/sold 1,228 shares of Common Stock Treated as a sale on August 22, 2026, to cover tax withholding on RSU vesting

Transaction price per share $9.64 per share Price for the 1,228 EverCommerce common shares withheld for tax obligations

Shares held after transaction 221,358 shares of Common Stock Directly held by Lisa E. Storey after the August 22, 2026 transaction

RSU grant date February 22, 2024 Grant date of Restricted Stock Units whose vesting triggered tax withholding

Key Terms

Restricted Stock Units, tax withholding obligation, Common Stock

3 terms

Restricted Stock Units financial

"upon the vesting of Restricted Stock Units granted on February 22, 2024"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

tax withholding obligation financial

"to cover the reporting person's tax withholding obligation upon the vesting"

Common Stock financial

"Represents the number of shares of common stock withheld by the Issuer"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

What insider transaction did EverCommerce Inc. (EVCM) report for Lisa E. Storey?

EverCommerce reported that Chief Legal Officer Lisa E. Storey had 1,228 shares of common stock treated as a sale on August 22, 2026, in connection with tax withholding on vesting Restricted Stock Units.

Was the EverCommerce (EVCM) Form 4 transaction a discretionary sale?

The Form 4 notes that the 1,228 shares were withheld by EverCommerce to cover Lisa E. Storey’s tax withholding obligation upon vesting of Restricted Stock Units, indicating a tax-related withholding event rather than an ordinary discretionary market sale.

At what price were Lisa E. Storey’s EverCommerce (EVCM) shares reported as sold or withheld?

The 1,228 shares were reported at a transaction price of $9.64 per share. This price is associated with shares withheld by EverCommerce to satisfy tax withholding obligations on the vesting Restricted Stock Units.

How many EverCommerce (EVCM) shares does Lisa E. Storey hold after the reported transaction?

After the tax-related withholding transaction, Lisa E. Storey directly holds 221,358 shares of EverCommerce common stock, as reported in the Form 4 under total shares following the transaction.

Was the EverCommerce (EVCM) insider transaction under a Rule 10b5-1 plan?

The filing’s Rule 10b5-1 checkbox is not affirmed (aff_10b5_one is false), and there is no footnote stating that the transaction was made under a Rule 10b5-1 trading plan.

What triggered the tax withholding event for EverCommerce (EVCM) shares?

The tax withholding event was triggered by the vesting of Restricted Stock Units that had been granted to Lisa E. Storey on February 22, 2024, according to the footnote in the Form 4.

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/24/2026 - 06:53 PM Accepted by SEC EDGAR 08/24/2026 - 06:53 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

COLORADO

80205

(City)

(State)

(Zip)

UNITED STATES

(Country)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/22/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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	08/22/2026		S		1,228⁽¹⁾	D	$9.64	221,358	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 the Issuer to cover the reporting person's tax withholding obligation upon the vesting of Restricted Stock Units granted on February 22, 2024.

Remarks:

	/s/ Lisa Storey	08/24/2026
	** 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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR