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Nasdaq · USD

EVER

EverQuote, Inc.

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Tapewire entity
2081
SEC CIK
0001640428
Parsed reports
900

Last 12 months

Inside the activity.

0 purchase rows · 56 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202506
Dec 202503
Jan 202607
Feb 202604
Mar 202600
Apr 202603
May 202607
Jun 202603
Jul 202607
Aug 202606
Sep 202602
Oct 202608

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 23, 2023 Filed May 24, 2023 22:43 UTC SaleClass A Common Stock 1,037 $9.22 $9,561.14
Disclosure

SEC source: 0000950170-23-024000 · ownership.xml · nonDerivative · entry 1

Auguste Darryl · CIK 0001744445 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,919

F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on May 20, 2023. The sale does not represent a discretionary trade by the reporting person.

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May 22, 2023 Filed May 24, 2023 21:53 UTC SaleClass A Common Stock 1,200 $8.62 $10,344.00
Disclosure

SEC source: 0000950170-23-023990 · ownership.xml · nonDerivative · entry 1

Shields John L. · CIK 0001744788 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 18,461

F1 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 9, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.49 to $8.73, inclusive. The reporting person undertakes to provide EverQuote, Inc., any security holder of EverQuote, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

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May 22, 2023 Filed May 24, 2023 22:41 UTC
Brainard DavidChief Technology Officer
Tax withholdingClass A Common Stock 1,835 $8.95 $16,423.25
Disclosure

SEC source: 0000950170-23-023999 · ownership.xml · nonDerivative · entry 1

Brainard David · CIK 0001840881 · Chief Technology Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 156,615

F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on May 22, 2023, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on May 22, 2023.

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May 16, 2023 Filed May 18, 2023 20:06 UTC SaleClass A Common Stock 172 $6.90 $1,186.80
Disclosure

SEC source: 0000950170-23-023019 · ownership.xml · nonDerivative · entry 2

Auguste Darryl · CIK 0001744445 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 84,956

F3 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 4, 2021, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on May 15, 2023. The sales do not represent discretionary trades by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.86 to $6.90, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

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May 16, 2023 Filed May 18, 2023 20:06 UTC SaleClass A Common Stock 501 $6.90 $3,456.90
Disclosure

SEC source: 0000950170-23-023019 · ownership.xml · nonDerivative · entry 1

Auguste Darryl · CIK 0001744445 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 85,128

F1 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2021, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on May 15, 2023. The sales do not represent discretionary trades by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.86 to $6.90, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

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May 16, 2023 Filed May 18, 2023 20:05 UTC
Brainard DavidChief Technology Officer
SaleClass A Common Stock 3,634 $6.90 $25,074.60
Disclosure

SEC source: 0000950170-23-023021 · ownership.xml · nonDerivative · entry 1

Brainard David · CIK 0001840881 · Chief Technology Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 158,450

F1 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2022, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on May 15, 2023. The sales do not represent discretionary trades by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.86 to $6.90, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

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April 24, 2023 Filed Apr 25, 2023 20:10 UTC OtherClass B (convertible) Common Stock · Derivative 3,610,112 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-011642 · doc4.xml · derivative · entry 2

LINK VENTURES INVESTMENT VEHICLE II, LLC · CIK 0001744547 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,610,112 shares

Expires not disclosed

F2 · derivative.exercise_price: Shares of Class B Common Stock are convertible into shares of Class A Common Stock of the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addition, subject to certain exceptions described in the Issuer's Restated Certificate of Incorporation, shares of Class B Common Stock convert automatically into shares of Class A Common Stock on a one-to-one basis upon transfer.

F1 · kind: On April 24, 2023, Link Ventures Investment Vehicle II, LLC distributed all of its shares of Class A Common Stock and Class B Common Stock to its members on a pro rata basis.

F1 · price: On April 24, 2023, Link Ventures Investment Vehicle II, LLC distributed all of its shares of Class A Common Stock and Class B Common Stock to its members on a pro rata basis.

F2 · derivative.exercise_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock of the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addition, subject to certain exceptions described in the Issuer's Restated Certificate of Incorporation, shares of Class B Common Stock convert automatically into shares of Class A Common Stock on a one-to-one basis upon transfer.

F2 · derivative.expiration_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock of the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addition, subject to certain exceptions described in the Issuer's Restated Certificate of Incorporation, shares of Class B Common Stock convert automatically into shares of Class A Common Stock on a one-to-one basis upon transfer.

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April 24, 2023 Filed Apr 25, 2023 20:10 UTC OtherClass A Common Stock 1,464,654 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-011642 · doc4.xml · nonDerivative · entry 1

LINK VENTURES INVESTMENT VEHICLE II, LLC · CIK 0001744547 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: On April 24, 2023, Link Ventures Investment Vehicle II, LLC distributed all of its shares of Class A Common Stock and Class B Common Stock to its members on a pro rata basis.

F1 · price: On April 24, 2023, Link Ventures Investment Vehicle II, LLC distributed all of its shares of Class A Common Stock and Class B Common Stock to its members on a pro rata basis.

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April 24, 2023 Filed Apr 25, 2023 20:09 UTC OtherClass B (convertible) Common Stock · Derivative 3,610,112 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-011641 · doc4.xml · derivative · entry 3

LINK VENTURES, LLLP · CIK 0001744548 · 10% owner

LINK MANAGEMENT, LLC · CIK 0001744546 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,556,462

Underlying: Class A Common Stock · 3,610,112 shares

Expires not disclosed

F4 · derivative.exercise_price: Shares of Class B Common Stock are convertible into shares of Class A Common Stock of the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addition, subject to certain exceptions described in the Issuer's Restated Certificate of Incorporation, shares of Class B Common Stock convert automatically into shares of Class A Common Stock on a one-to-one basis upon transfer.

F1 · kind: On April 24, 2023, Link Ventures Investment Vehicle II, LLC distributed all of its shares of Class A Common Stock and Class B Common Stock to its members on a pro rata basis.

F1 · price: On April 24, 2023, Link Ventures Investment Vehicle II, LLC distributed all of its shares of Class A Common Stock and Class B Common Stock to its members on a pro rata basis.

F4 · derivative.exercise_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock of the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addition, subject to certain exceptions described in the Issuer's Restated Certificate of Incorporation, shares of Class B Common Stock convert automatically into shares of Class A Common Stock on a one-to-one basis upon transfer.

F4 · derivative.expiration_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock of the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addition, subject to certain exceptions described in the Issuer's Restated Certificate of Incorporation, shares of Class B Common Stock convert automatically into shares of Class A Common Stock on a one-to-one basis upon transfer.

F2 · ownership.direct: This report is filed jointly by Link Ventures, LLLP and Link Management, LLC. The reported securities are owned directly by Link Ventures, LLLP. Link Management, LLC is the general partner of Link Ventures, LLLP and owns a 1% general partner interest in Link Ventures, LLLP.

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April 24, 2023 Filed Apr 25, 2023 20:09 UTC OtherClass A Common Stock 357,939 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-011641 · doc4.xml · nonDerivative · entry 2

LINK VENTURES, LLLP · CIK 0001744548 · 10% owner

LINK MANAGEMENT, LLC · CIK 0001744546 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,868,829

F3 · kind: On April 24, 2023, Link Ventures LLLP distributed shares of Class A Common Stock to certain partners.

F3 · price: On April 24, 2023, Link Ventures LLLP distributed shares of Class A Common Stock to certain partners.

F2 · ownership.direct: This report is filed jointly by Link Ventures, LLLP and Link Management, LLC. The reported securities are owned directly by Link Ventures, LLLP. Link Management, LLC is the general partner of Link Ventures, LLLP and owns a 1% general partner interest in Link Ventures, LLLP.

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April 24, 2023 Filed Apr 25, 2023 20:09 UTC OtherClass A Common Stock 1,446,982 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-011641 · doc4.xml · nonDerivative · entry 1

LINK VENTURES, LLLP · CIK 0001744548 · 10% owner

LINK MANAGEMENT, LLC · CIK 0001744546 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,226,768

F1 · kind: On April 24, 2023, Link Ventures Investment Vehicle II, LLC distributed all of its shares of Class A Common Stock and Class B Common Stock to its members on a pro rata basis.

F1 · price: On April 24, 2023, Link Ventures Investment Vehicle II, LLC distributed all of its shares of Class A Common Stock and Class B Common Stock to its members on a pro rata basis.

F2 · ownership.direct: This report is filed jointly by Link Ventures, LLLP and Link Management, LLC. The reported securities are owned directly by Link Ventures, LLLP. Link Management, LLC is the general partner of Link Ventures, LLLP and owns a 1% general partner interest in Link Ventures, LLLP.

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April 24, 2023 Filed Apr 27, 2023 17:34 UTC Amendment OtherClass A Common Stock 1,464,654 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-011804 · doc4a.xml · nonDerivative · entry 1

LINK VENTURES INVESTMENT VEHICLE II, LLC · CIK 0001744547 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: On April 24, 2023, Link Ventures Investment Vehicle II, LLC distributed all of its shares of Class A Common Stock and Class B Common Stock to its members on a pro rata basis.

F1 · price: On April 24, 2023, Link Ventures Investment Vehicle II, LLC distributed all of its shares of Class A Common Stock and Class B Common Stock to its members on a pro rata basis.

F2 · acquired: On April 25, 2023, the Reporting Person filed a Form 4 which inadvertently reported that the 1,464,654 shares of Class A Common Stock were acquired instead of disposed. As reported in this amendment, the Reporting Person has disposed of 1,464,654 shares of Class A Common Stock and no longer holds any securities of the Issuer.

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April 24, 2023 Filed May 11, 2023 20:05 UTC GrantClass A Common Stock 6,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-021210 · ownership.xml · nonDerivative · entry 1

Auguste Darryl · CIK 0001744445 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,629

F1 · shares: Represents shares of Class A Common Stock issuable under 6,000 restricted stock units ('RSUs'). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest as to 50% of the shares on August 20, 2023, 25% of the shares on November 20, 2023 and the remaining 25% of the shares on February 20, 2024.

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April 03, 2023 Filed Apr 6, 2023 01:50 UTC
Mendal JaymeDirector · CEO and President
Tax withholdingClass A Common Stock 1,043 $14.27 $14,883.61
Disclosure

SEC source: 0000899243-23-010837 · doc4.xml · nonDerivative · entry 2

Mendal Jayme · CIK 0001744403 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 363,958

F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on April 3, 2023, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on April 3, 2023.

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April 03, 2023 Filed Apr 6, 2023 01:50 UTC
Mendal JaymeDirector · CEO and President
Tax withholdingClass A Common Stock 1,101 $14.27 $15,711.27
Disclosure

SEC source: 0000899243-23-010837 · doc4.xml · nonDerivative · entry 1

Mendal Jayme · CIK 0001744403 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 365,001

F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on April 3, 2023, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on April 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 6, 2023 01:45 UTC
Wagner John BrandonCFO and Treasurer
Tax withholdingClass A Common Stock 1,009 $14.27 $14,398.43
Disclosure

SEC source: 0000899243-23-010832 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 330,731

F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on April 3, 2023, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on April 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 6, 2023 01:45 UTC
Wagner John BrandonCFO and Treasurer
Tax withholdingClass A Common Stock 1,584 $14.27 $22,603.68
Disclosure

SEC source: 0000899243-23-010832 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 331,740

F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on April 3, 2023, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on April 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 6, 2023 01:41 UTC
Brainard DavidChief Technology Officer
Tax withholdingClass A Common Stock 233 $14.27 $3,324.91
Disclosure

SEC source: 0000899243-23-010827 · doc4.xml · nonDerivative · entry 2

Brainard David · CIK 0001840881 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,084

F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on April 3, 2023, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on April 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 6, 2023 01:41 UTC
Brainard DavidChief Technology Officer
Tax withholdingClass A Common Stock 1,101 $14.27 $15,711.27
Disclosure

SEC source: 0000899243-23-010827 · doc4.xml · nonDerivative · entry 1

Brainard David · CIK 0001840881 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,317

F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on April 3, 2023, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on April 3, 2023.

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March 17, 2023 Filed Mar 22, 2023 00:02 UTC SaleClass A Common Stock 810 $12.53 $10,149.30
Disclosure

SEC source: 0000899243-23-009365 · doc4.xml · nonDerivative · entry 2

Shields John L. · CIK 0001744788 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,661

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.52 to $12.53, inclusive. The reporting person undertakes to provide EverQuote, Inc., any security holder of EverQuote, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4.

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March 17, 2023 Filed Mar 22, 2023 00:02 UTC
Brainard DavidChief Technology Officer
SaleClass A Common Stock 10,305 $12.53 $129,121.65
Disclosure

SEC source: 0000899243-23-009366 · doc4.xml · nonDerivative · entry 1

Brainard David · CIK 0001840881 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 163,418

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.50 to $12.63, inclusive. The reporting person undertakes to provide EverQuote, Inc., any security holder of EverQuote, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

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March 16, 2023 Filed Mar 22, 2023 00:02 UTC SaleClass A Common Stock 1,490 $13.00 $19,370.00
Disclosure

SEC source: 0000899243-23-009365 · doc4.xml · nonDerivative · entry 1

Shields John L. · CIK 0001744788 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,471

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.00 to $13.01, inclusive. The reporting person undertakes to provide EverQuote, Inc., any security holder of EverQuote, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4.

Read SEC document
March 10, 2023 Filed Mar 15, 2023 01:56 UTC Exercise / conversionStock Option (right to buy) · Derivative 20,000 $0.00 Strike: $3.72 $0.00
Disclosure

SEC source: 0000950170-23-007952 · ownership.xml · derivative · entry 4

Lunny John Francis Jr. · CIK 0001744793 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 20,000 shares

Expires 2024-08-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on August 11, 2014 and was exercisable for up to an aggregate total of 20,000 shares of Class B Common Stock, which shares fully vested as of August 31, 2016. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

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March 10, 2023 Filed Mar 15, 2023 01:56 UTC GrantStock Option (right to buy) · Derivative 20,000 $0.00 Strike: $3.72 $0.00
Disclosure

SEC source: 0000950170-23-007952 · ownership.xml · derivative · entry 3

Lunny John Francis Jr. · CIK 0001744793 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Class A Common Stock · 20,000 shares

Expires 2024-08-10

F1 · kind: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on August 11, 2014 and was exercisable for up to an aggregate total of 20,000 shares of Class B Common Stock, which shares fully vested as of August 31, 2016. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

F1 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on August 11, 2014 and was exercisable for up to an aggregate total of 20,000 shares of Class B Common Stock, which shares fully vested as of August 31, 2016. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

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March 10, 2023 Filed Mar 15, 2023 01:56 UTC Disposition to issuerStock Option (right to buy) · Derivative 20,000 $0.00 Strike: $3.72 $0.00
Disclosure

SEC source: 0000950170-23-007952 · ownership.xml · derivative · entry 2

Lunny John Francis Jr. · CIK 0001744793 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class B Common Stock · 20,000 shares

Expires 2024-08-10

F1 · kind: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on August 11, 2014 and was exercisable for up to an aggregate total of 20,000 shares of Class B Common Stock, which shares fully vested as of August 31, 2016. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

F1 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on August 11, 2014 and was exercisable for up to an aggregate total of 20,000 shares of Class B Common Stock, which shares fully vested as of August 31, 2016. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

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March 10, 2023 Filed Mar 15, 2023 01:56 UTC Exercise / conversionClass A Common Stock 20,000 $3.72 $74,400.00
Disclosure

SEC source: 0000950170-23-007952 · ownership.xml · nonDerivative · entry 1

Lunny John Francis Jr. · CIK 0001744793 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,768

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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February 21, 2023 Filed Feb 24, 2023 02:29 UTC SaleClass A Common Stock 1,200 $15.44 $18,528.00
Disclosure

SEC source: 0000899243-23-006073 · doc4.xml · nonDerivative · entry 1

Shields John L. · CIK 0001744788 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,961

F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 9, 2022 and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on February 20, 2023. The sale does not represent a discretionary trade by the reporting person.

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February 21, 2023 Filed Feb 24, 2023 02:28 UTC SaleClass A Common Stock 1,232 $15.30 $18,849.60
Disclosure

SEC source: 0000899243-23-006072 · doc4.xml · nonDerivative · entry 1

Auguste Darryl · CIK 0001744445 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,629

F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on February 20, 2023. The sale does not represent a discretionary trade by the reporting person.

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February 17, 2023 Filed Feb 23, 2023 02:53 UTC
Mendal JaymeDirector · CEO and President
GrantStock Option (right to buy) · Derivative 120,000 $0.00 Strike: $15.81 $0.00
Disclosure

SEC source: 0000899243-23-005930 · doc4.xml · derivative · entry 2

Mendal Jayme · CIK 0001744403 · Director · CEO and President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 120,000

Underlying: Class A Common Stock · 120,000 shares

Expires 2033-02-16

F2 · shares: Stock Option represents the right to acquire shares of Class A Common Stock upon exercise. The shares underlying the Stock Option will vest quarterly over four years with the first installment scheduled to vest on April 1, 2023.

F2 · derivative.exercise_date: Stock Option represents the right to acquire shares of Class A Common Stock upon exercise. The shares underlying the Stock Option will vest quarterly over four years with the first installment scheduled to vest on April 1, 2023.

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February 17, 2023 Filed Feb 23, 2023 02:53 UTC
Mendal JaymeDirector · CEO and President
GrantClass A Common Stock 60,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-005930 · doc4.xml · nonDerivative · entry 1

Mendal Jayme · CIK 0001744403 · Director · CEO and President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 336,160

F1 · shares: Consists of shares of Class A Common Stock issuable under 60,000 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. The RSUs will vest quarterly over four years with the first installment scheduled to vest on April 1, 2023.

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February 17, 2023 Filed Feb 23, 2023 02:49 UTC
Brncic JuliaGeneral Counsel
GrantStock Option (right to buy) · Derivative 53,000 $0.00 Strike: $15.81 $0.00
Disclosure

SEC source: 0000899243-23-005929 · doc4.xml · derivative · entry 2

Brncic Julia · CIK 0001962714 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,000

Underlying: Class A Common Stock · 53,000 shares

Expires 2033-02-16

F2 · shares: This option was granted on February 17, 2023. The shares underlying the option are scheduled to vest over four years with 25% of the option vesting on February 15, 2024 and then in equal quarterly installments thereafter.

F2 · derivative.exercise_date: This option was granted on February 17, 2023. The shares underlying the option are scheduled to vest over four years with 25% of the option vesting on February 15, 2024 and then in equal quarterly installments thereafter.

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February 17, 2023 Filed Feb 23, 2023 02:49 UTC
Brncic JuliaGeneral Counsel
GrantClass A Common Stock 42,500 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-005929 · doc4.xml · nonDerivative · entry 1

Brncic Julia · CIK 0001962714 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,500

F1 · shares: Consists of shares of Class A Common Stock issuable under 42,500 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest over four years with 25% of the RSUs vesting on February 15, 2024 and then in equal quarterly installments thereafter.

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February 17, 2023 Filed Feb 23, 2023 02:48 UTC
Brainard DavidChief Technology Officer
GrantClass A Common Stock 60,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-005927 · doc4.xml · nonDerivative · entry 1

Brainard David · CIK 0001840881 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 173,723

F1 · shares: Consists of shares of Class A Common Stock issuable under 60,000 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. The RSUs will vest quarterly over four years with the first installment scheduled to vest on April 1, 2023.

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February 17, 2023 Filed Feb 23, 2023 02:28 UTC
Wagner John BrandonCFO and Treasurer
GrantStock Option (right to buy) · Derivative 25,000 $0.00 Strike: $15.81 $0.00
Disclosure

SEC source: 0000899243-23-005924 · doc4.xml · derivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Class A Common Stock · 25,000 shares

Expires 2033-02-16

F2 · shares: Stock Option represents the right to acquire shares of Class A Common Stock upon exercise. The shares underlying the Stock Option will vest quarterly over four years with the first installment scheduled to vest on April 1, 2023.

F2 · derivative.exercise_date: Stock Option represents the right to acquire shares of Class A Common Stock upon exercise. The shares underlying the Stock Option will vest quarterly over four years with the first installment scheduled to vest on April 1, 2023.

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February 17, 2023 Filed Feb 23, 2023 02:28 UTC
Wagner John BrandonCFO and Treasurer
GrantClass A Common Stock 55,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-005924 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 333,324

F1 · shares: Consists of shares of Class A Common Stock issuable under 55,000 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. The RSUs will vest quarterly over four years with the first installment scheduled to vest on April 1, 2023.

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February 16, 2023 Filed Feb 21, 2023 21:52 UTC SaleClass A Common Stock 593 $15.79 $9,363.47
Disclosure

SEC source: 0000899243-23-005706 · doc4.xml · nonDerivative · entry 4

Auguste Darryl · CIK 0001744445 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,861

F5 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2021, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on February 16, 2023. The sales do not represent discretionary trades by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.78 to $16.09, inclusive. The reporting person undertakes to provide EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

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February 16, 2023 Filed Feb 21, 2023 21:52 UTC SaleClass A Common Stock 203 $15.79 $3,205.37
Disclosure

SEC source: 0000899243-23-005706 · doc4.xml · nonDerivative · entry 3

Auguste Darryl · CIK 0001744445 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,454

F4 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 4, 2021, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on February 16, 2023. The sales do not represent discretionary trades by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.78 to $16.09, inclusive. The reporting person undertakes to provide EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

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February 16, 2023 Filed Feb 21, 2023 21:52 UTC SaleClass A Common Stock 207 $15.79 $3,268.53
Disclosure

SEC source: 0000899243-23-005706 · doc4.xml · nonDerivative · entry 2

Auguste Darryl · CIK 0001744445 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,657

F3 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 19, 2021, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on February 16, 2023. The sale does not represent a discretionary trade by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.78 to $16.09, inclusive. The reporting person undertakes to provide EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

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February 16, 2023 Filed Feb 21, 2023 21:52 UTC SaleClass A Common Stock 223 $15.79 $3,521.17
Disclosure

SEC source: 0000899243-23-005706 · doc4.xml · nonDerivative · entry 1

Auguste Darryl · CIK 0001744445 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,864

F1 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 1, 2021, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on February 16, 2023. The sales do not represent discretionary trades by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.78 to $16.09, inclusive. The reporting person undertakes to provide EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

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February 16, 2023 Filed Feb 21, 2023 21:47 UTC
Brainard DavidChief Technology Officer
SaleClass A Common Stock 3,944 $15.79 $62,275.76
Disclosure

SEC source: 0000899243-23-005704 · doc4.xml · nonDerivative · entry 1

Brainard David · CIK 0001840881 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 113,723

F1 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2022, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on February 16, 2023. The sales do not represent discretionary trades by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.78 to $16.09, inclusive. The reporting person undertakes to provide EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

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January 18, 2023 Filed Jan 21, 2023 02:28 UTC
Wagner John BrandonCFO and Treasurer
SaleClass A Common Stock 6,250 $18.00 $112,500.00
Disclosure

SEC source: 0000899243-23-002292 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 278,324

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 2, 2022.

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January 18, 2023 Filed Jan 21, 2023 02:28 UTC
Wagner John BrandonCFO and Treasurer
SaleClass A Common Stock 6,250 $17.00 $106,250.00
Disclosure

SEC source: 0000899243-23-002292 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 284,574

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 2, 2022.

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January 09, 2023 Filed Jan 12, 2023 00:16 UTC
Wagner John BrandonCFO and Treasurer
SaleClass A Common Stock 12,000 $16.00 $192,000.00
Disclosure

SEC source: 0000899243-23-001628 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 290,824

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 2, 2022.

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January 03, 2023 Filed Jan 6, 2023 02:26 UTC
Brainard DavidChief Technology Officer
Tax withholdingClass A Common Stock 277 $14.16 $3,922.32
Disclosure

SEC source: 0000899243-23-001129 · doc4.xml · nonDerivative · entry 1

Brainard David · CIK 0001840881 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 117,667

F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on January 3, 2023, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on January 3, 2023.

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January 03, 2023 Filed Jan 6, 2023 02:26 UTC
Mendal JaymeDirector · CEO and President
Tax withholdingClass A Common Stock 4,715 $14.16 $66,764.40
Disclosure

SEC source: 0000899243-23-001128 · doc4.xml · nonDerivative · entry 1

Mendal Jayme · CIK 0001744403 · Director · CEO and President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 276,160

F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on January 3, 2023, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on January 3, 2023.

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January 03, 2023 Filed Jan 6, 2023 02:24 UTC
Wagner John BrandonCFO and Treasurer
Tax withholdingClass A Common Stock 1,885 $14.16 $26,691.60
Disclosure

SEC source: 0000899243-23-001127 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 296,931

F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on January 3, 2023, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on January 3, 2023.

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December 21, 2022 Filed Dec 24, 2022 01:51 UTC
Wagner John BrandonCFO and Treasurer
SaleClass A Common Stock 13,398 $15.00 $200,970.00
Disclosure

SEC source: 0000899243-22-039334 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 298,816

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 2, 2022

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December 21, 2022 Filed Dec 24, 2022 01:51 UTC
Wagner John BrandonCFO and Treasurer
SaleClass A Common Stock 6,000 $14.00 $84,000.00
Disclosure

SEC source: 0000899243-22-039334 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 312,214

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 2, 2022

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December 09, 2022 Filed Dec 13, 2022 22:57 UTC
Brainard DavidChief Technology Officer
SaleClass A Common Stock 5,047 $12.00 $60,564.00
Disclosure

SEC source: 0000899243-22-038339 · doc4.xml · nonDerivative · entry 1

Brainard David · CIK 0001840881 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 117,944

F1 · price: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 22, 2022.

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November 21, 2022 Filed Nov 23, 2022 22:40 UTC SaleClass A Common Stock 1,200 $10.59 $12,708.00
Disclosure

SEC source: 0000899243-22-036951 · doc4.xml · nonDerivative · entry 1

Shields John L. · CIK 0001744788 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,161

F1 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 9, 2022, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on November 20, 2022. The sales do not represent discretionary trades by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.51 to $10.79, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.