| 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 |
|---|---|---|---|---|---|---|---|---|---|
Chief Operating Officer
1 company
Evan Berlin last filed a Form 4 in December 2024, as Chief Operating Officer at EVCM. Evan Berlin'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, Evan Berlin's trades have earned a middling insider score of 56/100 across 19 rated trades. Over a 12-month horizon, 31.6% of those trades were profitable, with an average 12-month return of -4.8%.
At the last filing, the largest reported position was 238,376 shares of EVCM. The EVCM filings lean toward selling, a net 16,400 shares.
Evan Berlin has 24 Form 4 filings on record from April 2023 to December 2024, all as Chief Operating Officer at EverCommerce (EVCM), 2023–2024.
The 27 reported transactions were 19 open-market sales, 7 tax withholdings and 1 disposition back to the company.
Counted by filing, the open-market trades come to no purchases and 16 sales worth about $163K.
The largest open-market sale was 2,574 shares of EVCM at an average $10.02 on August 18, 2023, about $26K. Twelve months later EVCM was down 1%.
11 of the 16 sales since April 2023 were made under a Rule 10b5-1 trading plan; the other 5 were not.
Shares as reported in the last Form 4 for each company; the most recent is from December 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 2, 2024 | EVCM Evercommerce Inc. | Chief Operating Officer | Sell10b5-1 | 298 | $11.07 | $3,298.86 | -0.1% | -7.8% | -5.1% | |
| Jun 7, 2024 | EVCM Evercommerce Inc. | Chief Operating Officer | Sell10b5-1 | 1,299 | $9.52 | $12,366.48 | -0.5% | +9.8% | +8.8% | |
| Jun 4, 2024 | EVCM Evercommerce Inc. | Chief Operating Officer | Sell10b5-1 | 725 | $9.50 | $6,887.50 | -0.3% | +8.2% | +6.0% | |
| May 20, 2024 | EVCM Evercommerce Inc. | Chief Operating Officer | Sell10b5-1 | 638 | $10.86 | $6,928.68 | -0.2% | -6.0% | -6.0% | |
| Apr 2, 2024 | EVCM Evercommerce Inc. | Chief Operating Officer | Sell | 300 | $9.00 | $2,700.00 | -0.1% | +22.1% | +16.2% | |
| Mar 5, 2024 | EVCM Evercommerce Inc. | Chief Operating Officer | Sell10b5-1 | 2,465 | $9.24 | $22,788.17 | -0.9% | +4.9% | +8.1% | |
| Feb 20, 2024 | EVCM Evercommerce Inc. | Chief Operating Officer | Sell | 763 | $9.77 | $7,454.51 | -0.3% | +8.7% | +8.5% | |
| Jan 3, 2024 | EVCM Evercommerce Inc. | Chief Operating Officer | Sell | 355 | $10.38 | $3,684.90 | -0.1% | -12.0% | +5.6% | |
| Dec 5, 2023 | EVCM Evercommerce Inc. | Chief Operating Officer | Sell10b5-1 | 2,049 | $9.48 | $19,420.47 | -0.7% | +0.6% | +29.1% | |
| Nov 20, 2023 | EVCM Evercommerce Inc. | Chief Operating Officer | Sell | 639 | $8.33 | $5,322.87 | -0.2% | +15.9% | +29.9% |