| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
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Chief Marketing Officer
1 company
Sarah Michelle Jordan last filed a Form 4 in March 2024, as Chief Marketing Officer at EVCM. Sarah Michelle Jordan's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, Sarah Michelle Jordan's trades have earned a middling insider score of 53/100 across 16 rated trades. Over a 12-month horizon, 25.0% of those trades were profitable, with an average 12-month return of -5.9%.
At the last filing, the largest reported position was 161,413 shares of EVCM. The EVCM filings lean toward selling, a net 51,949 shares.
Sarah Michelle Jordan has 18 Form 4 filings on record from June 2021 to March 2024, all as Chief Marketing Officer at EverCommerce (EVCM), 2021–2024.
The 35 reported transactions were 17 open-market sales, 10 option exercises, 3 stock awards and 3 option or other derivative awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to no purchases and 14 sales worth about $497K.
The largest open-market sale was 21,785 shares of EVCM at an average $9.37 on December 5, 2023, about $204K. Twelve months later EVCM was up 29%.
7 of the 10 sales since April 2023 were made under a Rule 10b5-1 trading plan; the other 3 were not.
Shares as reported in the last Form 4 for each company; the most recent is from March 2024. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 4, 2024 | EVCM Evercommerce Inc. | Chief Marketing Officer | Sell10b5-1 | 829 | $9.61 | $7,966.69 | -0.5% | -0.4% | +1.7% | |
| Jan 3, 2024 | EVCM Evercommerce Inc. | Chief Marketing Officer | Sell | 361 | $10.38 | $3,747.18 | -0.2% | -12.0% | +5.6% | |
| Dec 5, 2023 | EVCM Evercommerce Inc. | Chief Marketing Officer | Sale+OE10b5-1 | 21,785 | $9.37 | $204,221.86 | -10.7% | +0.6% | +29.1% | |
| Oct 3, 2023 | EVCM Evercommerce Inc. | Chief Marketing Officer | Sell | 305 | $9.84 | $3,001.20 | -0.2% | +8.4% | +4.3% | |
| Sep 15, 2023 | EVCM Evercommerce Inc. | Chief Marketing Officer | Sale+OE | 14,101 | $9.58 | $135,067.84 | -7.4% | +8.6% | +12.5% | |
| Sep 12, 2023 | EVCM Evercommerce Inc. | Chief Marketing Officer | Sale+OE10b5-1 | 5,787 | $9.56 | $55,328.35 | -3.4% | +4.4% | +7.7% | |
| Sep 6, 2023 | EVCM Evercommerce Inc. | Chief Marketing Officer | Sell10b5-1 | 1,866 | $10.12 | $18,887.63 | -1.3% | -7.3% | +1.9% | |
| Jul 3, 2023 | EVCM Evercommerce Inc. | Chief Marketing Officer | Sell10b5-1 | 304 | $11.66 | $3,544.64 | -0.2% | -15.6% | -5.2% | |
| Jun 3, 2023 | EVCM Evercommerce Inc. | Chief Marketing Officer | Sell10b5-1 | 1,097 | $11.78 | $12,922.66 | -0.7% | -9.9% | -19.9% | |
| Apr 3, 2023 | EVCM Evercommerce Inc. | Chief Marketing Officer | Sell10b5-1 | 304 | $10.41 | $3,164.64 | -0.2% | +8.4% | -18.1% |