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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 04-Sep-24 8:19 PM View:  | Evercommerce Inc. (EVCM) | 03-Sep-24 | Payment of Exercise | 9,325 | $10.35 | $96,513.80 | (< 1%) 1.25M to 1.24M | |
| 23-Aug-24 4:06 PM View: | Evercommerce Inc. (EVCM) | 22-Aug-24 | Payment of Exercise | 6,717 | $10.25 | $68,849.20 | (< 1%) 1.26M to 1.25M | |
| 03-Jul-24 4:09 PM View: | Evercommerce Inc. (EVCM) | 02-Jul-24 | Sale (Planned) | 1,947 | $11.07 | $21,553.30 | (< 1%) 1.26M to 1.26M | |
| 11-Jun-24 8:06 PM View: | Evercommerce Inc. (EVCM) | 07-Jun-24 | Sale (Planned) | 4,384 | $9.52 | $41,735.70 | (< 1%) 1.27M to 1.26M | |
| 06-Jun-24 4:47 PM View: | Evercommerce Inc. (EVCM) | 04-Jun-24 | Sale (Planned) | 1,867 | $9.50 | $17,736.50 | (< 1%) 1.27M to 1.27M | |
| 29-May-24 4:15 PM View: | Evercommerce Inc. (EVCM) | 28-May-24 | Sale | 4,701 | $10.16 | $47,762.20 | (< 1%) 1.27M to 1.27M | |
| 04-Apr-24 6:54 PM View: | Evercommerce Inc. (EVCM) | 02-Apr-24 | Sale (Planned) | 1,302 | $9.00 | $11,718.00 | (< 1%) 1.27M to 1.27M | |
| 26-Feb-24 9:35 PM View: | Evercommerce Inc. (EVCM) | 22-Feb-24 | Grant | 240,236 | -- | -- | 23% 1.04M to 1.28M | |
| 05-Jan-24 6:26 PM View: | Evercommerce Inc. (EVCM) | 03-Jan-24 | Sale (Planned) | 1,537 | $10.38 | $15,954.10 | (< 1%) 1.04M to 1.04M | |
| 22-Dec-23 5:30 PM View: | Evercommerce Inc. (EVCM) | 20-Dec-23 | Disposition | 125,000 | $9.82 | $1,227,500.00 | (11%) 1.17M to 1.04M | |
| 06-Dec-23 9:22 PM View: | Evercommerce Inc. (EVCM) | 05-Dec-23 | Sale (Planned) | 6,778 | $9.37 | $63,509.90 | (< 1%) 1.17M to 1.17M | |
| 06-Dec-23 9:22 PM View: | Evercommerce Inc. (EVCM) | 04-Dec-23 | Sale (Planned) | 2,765 | $9.68 | $26,765.20 | (< 1%) 1.18M to 1.17M | |
| 05-Oct-23 5:24 PM View: | Evercommerce Inc. (EVCM) | 03-Oct-23 | Sale (Planned) | 1,957 | $9.84 | $19,256.90 | (< 1%) 1.18M to 1.18M | |
| 15-Sep-23 5:56 PM View: | Evercommerce Inc. (EVCM) | 13-Sep-23 | Gift | 50,000 | -- | -- | (4%) 1.23M to 1.18M | |
| 07-Sep-23 8:29 PM View: | Evercommerce Inc. (EVCM) | 06-Sep-23 | Sale (Planned) | 5,577 | $10.05 | $56,048.90 | (< 1%) 1.23M to 1.23M | |
| 07-Sep-23 8:29 PM View: | Evercommerce Inc. (EVCM) | 05-Sep-23 | Sale (Planned) | 1,881 | $10.24 | $19,261.40 | (< 1%) 1.24M to 1.23M | |
| 06-Jul-23 9:03 PM View: | Evercommerce Inc. (EVCM) | 03-Jul-23 | Market Sale (Planned) | 1,298 | $11.66 | $15,134.70 | (< 1%) 1.24M to 1.24M | (17%) |
| 06-Jun-23 10:00 PM View: | Evercommerce Inc. (EVCM) | 03-Jun-23 | Market Sale (Planned) | 4,383 | $11.78 | $51,631.70 | (< 1%) 1.24M to 1.24M | (16%) |
| 05-Apr-23 8:57 PM View: | Evercommerce Inc. (EVCM) | 03-Apr-23 | Sale (Planned) | 1,283 | $10.41 | $13,356.00 | (< 1%) 1.24M to 1.24M | |
| 07-Mar-23 9:19 PM View: | Evercommerce Inc. (EVCM) | 03-Mar-23 | Grant | 235,873 | -- | -- | 23% 1.01M to 1.24M | |
| 07-Mar-23 9:19 PM View: | Evercommerce Inc. (EVCM) | 02-Mar-23 | Sale (Planned) | 7,611 | $9.58 | $72,913.40 | (< 1%) 1.02M to 1.01M | |
| 06-Jan-23 8:33 PM View: | Evercommerce Inc. (EVCM) | 04-Jan-23 | Sale (Planned) | 1,506 | $7.43 | $11,189.60 | (< 1%) 1.02M to 1.02M | |
| 13-Feb-23 5:33 PM View: | Evercommerce Inc. (EVCM) | 15-Nov-22 | Gift | 35,000 | -- | -- | 3% 1.02M to 1.05M | |
| 13-Feb-23 5:33 PM View: | Evercommerce Inc. (EVCM) | 15-Nov-22 | Gift | 35,000 | -- | -- | (3%) 1.05M to 1.02M | |
| 06-Oct-22 4:16 PM View: | Evercommerce Inc. (EVCM) | 04-Oct-22 | Sale (Planned) | 1,268 | $11.17 | $14,163.60 | (< 1%) 1.02M to 1.02M | |
| 07-Jul-22 7:18 PM View: | Evercommerce Inc. (EVCM) | 05-Jul-22 | Sale (Planned) | 5,221 | $8.93 | $46,623.50 | (< 1%) 1.02M to 1.02M | |
| 03-Mar-22 9:17 PM View: | Evercommerce Inc. (EVCM) | 01-Mar-22 | Grant | 97,640 | -- | -- | 11% 927.06K to 1.02M | |
| 08-Jul-21 8:50 PM View: | Evercommerce Inc. (EVCM) | 06-Jul-21 | Grant | 68,750 | -- | -- | 12% 567.47K to 636.22K | |
| 08-Jul-21 8:50 PM View: | Evercommerce Inc. (EVCM) | 06-Jul-21 | Conversion | 290,842 | -- | -- | 46% 636.22K to 927.06K |