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EverCommerce (EVCM) CLO has 1,577 shares withheld for RSU tax

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

Rhea-AI Filing Summary

EverCommerce Inc. Chief Legal Officer Lisa E. Storey reported a routine tax-related share disposition. On March 5, 2026, 1,577 shares of common stock at $12.13 per share were withheld by the company to cover her tax obligations upon vesting of Restricted Stock Units granted on March 5, 2025. After this withholding, she directly owns 170,457 EverCommerce common shares.

Positive

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Negative

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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)
03/05/2026
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)
Code V Amount (A) or (D) Price
Common Stock 03/05/2026 F 1,577(1) D $12.13 170,457 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 March 5, 2025.
Remarks:
/s/ Lisa Storey 03/06/2026
** 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.

FAQ

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

EverCommerce reported that Chief Legal Officer Lisa E. Storey had 1,577 common shares withheld to cover tax obligations on March 5, 2026. The shares were related to vesting of Restricted Stock Units granted on March 5, 2025, rather than an open-market sale.

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

No, the Form 4 shows a tax-withholding disposition, not a discretionary open-market sale. 1,577 shares of common stock were withheld by EverCommerce to satisfy Lisa E. Storey’s tax liability arising from vesting of previously granted Restricted Stock Units.

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

After the March 5, 2026 tax-withholding transaction, Lisa E. Storey directly holds 170,457 shares of EverCommerce common stock. This figure is reported as her total direct ownership following the withholding of 1,577 shares to cover tax obligations on vested RSUs.

What does transaction code "F" mean in the EverCommerce (EVCM) Form 4?

Transaction code “F” indicates a tax-withholding disposition, where shares are delivered or withheld to pay exercise price or tax liabilities. In this case, EverCommerce withheld 1,577 shares of common stock from Lisa E. Storey upon RSU vesting to satisfy her tax obligation.

Which EverCommerce (EVCM) security was involved in Lisa E. Storey’s Form 4 filing?

The Form 4 involves EverCommerce common stock. On March 5, 2026, 1,577 common shares were withheld at $12.13 per share to cover taxes due on the vesting of Restricted Stock Units originally granted to Lisa E. Storey on March 5, 2025.

Why were EverCommerce (EVCM) shares withheld from Lisa E. Storey?

The shares were withheld to satisfy tax withholding obligations tied to the vesting of Restricted Stock Units granted on March 5, 2025. EverCommerce retained 1,577 common shares instead of paying cash taxes, a common method for handling equity-award tax liabilities.
Evercommerce Inc.

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2.21B
98.39M
Software - Infrastructure
Services-prepackaged Software
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United States
DENVER