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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 23-Aug-24 4:06 PM View:  | Evercommerce Inc. (EVCM) | 22-Aug-24 | Payment of Exercise | 6,604 | $10.25 | $67,691.00 | (< 1%) 2.45M to 2.44M | |
| 03-Jul-24 4:09 PM View: | Evercommerce Inc. (EVCM) | 02-Jul-24 | Sale (Planned) | 1,915 | $11.07 | $21,199.00 | (< 1%) 2.45M to 2.45M | |
| 11-Jun-24 8:06 PM View: | Evercommerce Inc. (EVCM) | 07-Jun-24 | Sale (Planned) | 4,273 | $9.52 | $40,679.00 | (< 1%) 2.45M to 2.45M | |
| 06-Jun-24 4:47 PM View: | Evercommerce Inc. (EVCM) | 04-Jun-24 | Sale (Planned) | 1,820 | $9.50 | $17,290.00 | (< 1%) 2.46M to 2.45M | |
| 29-May-24 4:15 PM View: | Evercommerce Inc. (EVCM) | 28-May-24 | Sale | 4,582 | $10.16 | $46,553.10 | (< 1%) 2.46M to 2.46M | |
| 04-Apr-24 7:08 PM View: | Evercommerce Inc. (EVCM) | 02-Apr-24 | Sale (Planned) | 1,270 | $9.00 | $11,430.00 | (< 1%) 2.46M to 2.46M | |
| 06-Mar-24 10:00 PM View: | Evercommerce Inc. (EVCM) | 05-Mar-24 | Sale (Planned) | 4,742 | $9.05 | $42,915.10 | (< 1%) 2.47M to 2.46M | |
| 06-Mar-24 10:00 PM View: | Evercommerce Inc. (EVCM) | 04-Mar-24 | Sale (Planned) | 2,093 | $9.61 | $20,113.70 | (< 1%) 2.47M to 2.47M | |
| 26-Feb-24 9:35 PM View: | Evercommerce Inc. (EVCM) | 22-Feb-24 | Grant | 240,236 | -- | -- | 11% 2.23M to 2.47M | |
| 05-Jan-24 6:26 PM View: | Evercommerce Inc. (EVCM) | 03-Jan-24 | Sale (Planned) | 1,505 | $10.38 | $15,621.90 | (< 1%) 2.23M to 2.23M | |
| 22-Dec-23 5:30 PM View: | Evercommerce Inc. (EVCM) | 20-Dec-23 | Disposition | 200,000 | $9.82 | $1,964,000.00 | (8%) 2.43M to 2.23M | |
| 06-Dec-23 9:22 PM View: | Evercommerce Inc. (EVCM) | 05-Dec-23 | Sale (Planned) | 6,664 | $9.37 | $62,441.70 | (< 1%) 2.44M to 2.43M | |
| 06-Dec-23 9:22 PM View: | Evercommerce Inc. (EVCM) | 04-Dec-23 | Sale (Planned) | 2,719 | $9.68 | $26,319.90 | (< 1%) 2.44M to 2.44M | |
| 05-Oct-23 5:23 PM View: | Evercommerce Inc. (EVCM) | 03-Oct-23 | Sale (Planned) | 1,924 | $9.84 | $18,932.20 | (< 1%) 2.44M to 2.44M | |
| 07-Sep-23 8:17 PM View: | Evercommerce Inc. (EVCM) | 06-Sep-23 | Sale (Planned) | 5,633 | $10.05 | $56,611.70 | (< 1%) 2.45M to 2.44M | |
| 07-Sep-23 8:17 PM View: | Evercommerce Inc. (EVCM) | 05-Sep-23 | Sale (Planned) | 1,834 | $10.24 | $18,780.20 | (< 1%) 2.45M to 2.45M | |
| 06-Jul-23 9:03 PM View: | Evercommerce Inc. (EVCM) | 03-Jul-23 | Market Sale (Planned) | 1,265 | $11.66 | $14,749.90 | (< 1%) 2.45M to 2.45M | (17%) |
| 06-Jun-23 10:00 PM View: | Evercommerce Inc. (EVCM) | 03-Jun-23 | Market Sale (Planned) | 4,273 | $11.78 | $50,335.90 | (< 1%) 2.46M to 2.45M | (16%) |
| 05-Apr-23 8:57 PM View: | Evercommerce Inc. (EVCM) | 03-Apr-23 | Sale (Planned) | 1,266 | $10.41 | $13,179.10 | (< 1%) 2.46M to 2.46M | |
| 07-Mar-23 9:19 PM View: | Evercommerce Inc. (EVCM) | 03-Mar-23 | Grant | 235,873 | -- | -- | 11% 2.22M to 2.46M | |
| 07-Mar-23 9:19 PM View: | Evercommerce Inc. (EVCM) | 02-Mar-23 | Sale (Planned) | 7,551 | $9.58 | $72,338.60 | (< 1%) 2.23M to 2.22M | |
| 06-Jan-23 8:33 PM View: | Evercommerce Inc. (EVCM) | 04-Jan-23 | Sale (Planned) | 1,490 | $7.43 | $11,070.70 | (< 1%) 2.23M to 2.23M | |
| 06-Oct-22 4:15 PM View: | Evercommerce Inc. (EVCM) | 04-Oct-22 | Sale (Planned) | 1,252 | $11.17 | $13,984.80 | (< 1%) 2.23M to 2.23M | |
| 07-Jul-22 7:18 PM View: | Evercommerce Inc. (EVCM) | 05-Jul-22 | Sale (Planned) | 5,155 | $8.93 | $46,034.20 | (< 1%) 2.24M to 2.23M | |
| 03-Mar-22 9:21 PM View: | Evercommerce Inc. (EVCM) | 01-Mar-22 | Grant | 97,640 | -- | -- | 5% 2.14M to 2.24M | |
| 08-Jul-21 8:49 PM View: | Evercommerce Inc. (EVCM) | 06-Jul-21 | Grant | 68,750 | -- | -- | 6% 1.25M to 1.31M | |
| 08-Jul-21 8:49 PM View: | Evercommerce Inc. (EVCM) | 06-Jul-21 | Conversion | 824,691 | -- | -- | 63% 1.31M to 2.14M |