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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
April 30, 2019 Filed May 2, 2019 22:20 UTC
Markette ShimritSVP, People Operations
SaleClass A Common Stock 876 $8.99 $7,875.24
Disclosure

SEC source: 0000899243-19-011889 · doc4.xml · nonDerivative · entry 1

Markette Shimrit · CIK 0001744416 · SVP, People Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,800

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 November, 20, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on April 30, 2019. The sales do not represent a discretionary trade by the reporting person.

Read SEC document
April 29, 2019 Filed May 1, 2019 22:49 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 11,584 $9.00 $104,256.00
Disclosure

SEC source: 0000899243-19-011649 · doc4.xml · nonDerivative · entry 1

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,776

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2018.

Read SEC document
April 15, 2019 Filed Apr 17, 2019 20:10 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 2,096 $8.45 $17,711.20
Disclosure

SEC source: 0000899243-19-010749 · doc4.xml · nonDerivative · entry 1

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 160,360

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 November 27, 2018.

Read SEC document
April 04, 2019 Filed Apr 4, 2019 22:36 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 700 $8.40 $5,880.00
Disclosure

SEC source: 0000899243-19-010031 · doc4.xml · nonDerivative · entry 3

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 162,456

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2018.

Read SEC document
April 03, 2019 Filed Apr 4, 2019 22:32 UTC
Suzuki EugeneChief Information Officer
SaleClass A Common Stock 712 $7.95 $5,660.40
Disclosure

SEC source: 0000899243-19-010024 · doc4.xml · nonDerivative · entry 2

Suzuki Eugene · CIK 0001744443 · Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,273

F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November, 20, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in performance stock units on April 1, 2019. The sales do not represent a discretionary trade by the reporting person.

Read SEC document
April 03, 2019 Filed Apr 4, 2019 22:33 UTC
Markette ShimritSVP, People Operations
SaleClass A Common Stock 1,420 $7.95 $11,289.00
Disclosure

SEC source: 0000899243-19-010026 · doc4.xml · nonDerivative · entry 2

Markette Shimrit · CIK 0001744416 · SVP, People Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,676

F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November, 20, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in performance stock units on April 1, 2019. The sales do not represent a discretionary trade by the reporting person.

Read SEC document
April 03, 2019 Filed Apr 4, 2019 22:32 UTC
Auguste DarrylSVP, Analytics & Marketing
SaleClass A Common Stock 2,472 $7.95 $19,652.40
Disclosure

SEC source: 0000899243-19-010025 · doc4.xml · nonDerivative · entry 2

Auguste Darryl · CIK 0001744445 · SVP, Analytics & Marketing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,331

F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November, 20, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in performance stock units on April 1, 2019. The sales do not represent a discretionary trade by the reporting person.

Read SEC document
April 02, 2019 Filed Apr 4, 2019 22:36 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 2,650 $7.46 $19,769.00
Disclosure

SEC source: 0000899243-19-010031 · doc4.xml · nonDerivative · entry 2

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 163,156

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2018.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.45 to $7.81, 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 ranges set forth in this Form 4.

Read SEC document
April 01, 2019 Filed Apr 4, 2019 22:32 UTC
Suzuki EugeneChief Information Officer
GrantClass A Common Stock 2,066 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-010024 · doc4.xml · nonDerivative · entry 1

Suzuki Eugene · CIK 0001744443 · Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,985

F1 · price: The shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance share units.

Read SEC document
April 01, 2019 Filed Apr 4, 2019 22:37 UTC
Wagner John BrandonCFO and Treasurer
GrantClass A Common Stock 7,197 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-010034 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 186,985

F1 · price: The shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance share units.

Read SEC document
April 01, 2019 Filed Apr 4, 2019 22:36 UTC
Mendal JaymeChief Operating Officer
GrantClass A Common Stock 7,197 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-010032 · doc4.xml · nonDerivative · entry 1

Mendal Jayme · CIK 0001744403 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,445

F1 · price: The shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance share units.

Read SEC document
April 01, 2019 Filed Apr 4, 2019 22:36 UTC
Mason David WGeneral Counsel and Secretary
GrantClass A Common Stock 7,197 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-010031 · doc4.xml · nonDerivative · entry 1

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 165,806

F1 · price: The shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance share units.

Read SEC document
April 01, 2019 Filed Apr 4, 2019 22:33 UTC
Markette ShimritSVP, People Operations
GrantClass A Common Stock 4,132 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-010026 · doc4.xml · nonDerivative · entry 1

Markette Shimrit · CIK 0001744416 · SVP, People Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,096

F1 · price: The shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance share units.

Read SEC document
April 01, 2019 Filed Apr 4, 2019 22:32 UTC
Auguste DarrylSVP, Analytics & Marketing
GrantClass A Common Stock 7,197 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-010025 · doc4.xml · nonDerivative · entry 1

Auguste Darryl · CIK 0001744445 · SVP, Analytics & Marketing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,803

F1 · price: The shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance share units.

Read SEC document
March 29, 2019 Filed Apr 2, 2019 01:15 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 650 $7.40 $4,810.00
Disclosure

SEC source: 0000899243-19-009471 · doc4.xml · nonDerivative · entry 1

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 158,609

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 November 27, 2018.

Read SEC document
March 29, 2019 Filed Apr 2, 2019 01:13 UTC
Markette ShimritSVP, People Operations
SaleClass A Common Stock 370 $7.40 $2,738.00
Disclosure

SEC source: 0000899243-19-009469 · doc4.xml · nonDerivative · entry 1

Markette Shimrit · CIK 0001744416 · SVP, People Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,964

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 November 20, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in rescted stock units on March 28, 2019. The sales do not represent a discretionary trade by the reporting person.

Read SEC document
March 29, 2019 Filed Apr 2, 2019 01:10 UTC
Auguste DarrylSVP, Analytics & Marketing
SaleClass A Common Stock 642 $7.40 $4,750.80
Disclosure

SEC source: 0000899243-19-009464 · doc4.xml · nonDerivative · entry 1

Auguste Darryl · CIK 0001744445 · SVP, Analytics & Marketing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,606

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 November, 20, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on March 28, 2019. The sales do not represent a discretionary trade by the reporting person.

Read SEC document
March 29, 2019 Filed Apr 2, 2019 01:03 UTC
Suzuki EugeneChief Information Officer
SaleClass A Common Stock 187 $7.40 $1,383.80
Disclosure

SEC source: 0000899243-19-009453 · doc4.xml · nonDerivative · entry 1

Suzuki Eugene · CIK 0001744443 · Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,919

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 November, 20, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on March 28, 2019. The sales do not represent a discretionary trade by the reporting person.

Read SEC document
March 07, 2019 Filed Mar 7, 2019 21:14 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 390 $7.41 $2,889.90
Disclosure

SEC source: 0000899243-19-006654 · doc4.xml · nonDerivative · entry 2

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 159,259

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 November 27, 2018.

Read SEC document
March 05, 2019 Filed Mar 7, 2019 21:14 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 700 $7.67 $5,369.00
Disclosure

SEC source: 0000899243-19-006654 · doc4.xml · nonDerivative · entry 1

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 159,649

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 November 27, 2018.

Read SEC document
February 28, 2019 Filed Mar 1, 2019 23:29 UTC
Mendal JaymeChief Operating Officer
PurchaseClass A Common Stock 4,000 $7.57 $30,280.00
Disclosure

SEC source: 0000899243-19-005511 · doc4.xml · nonDerivative · entry 1

Mendal Jayme · CIK 0001744403 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,248

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purcahsed in multiple transactions at prices ranging from $7.48 to $7.73, 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 purcahsed at each separate price within the ranges set forth in this Form 4.

Read SEC document
February 28, 2019 Filed Mar 1, 2019 23:22 UTC
Birnbaum SethDirector · President and CEO
PurchaseClass A Common Stock 34,000 $7.57 $257,380.00
Disclosure

SEC source: 0000899243-19-005505 · doc4.xml · nonDerivative · entry 1

Birnbaum Seth · CIK 0001744413 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 674,000

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purcahsed in multiple transactions at prices ranging from $7.48 to $7.73, 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 purcahsed at each separate price within the ranges set forth in this Form 4.

Read SEC document
February 28, 2019 Filed Mar 4, 2019 21:17 UTC
BLUNDIN DAVID BDirector · 10% owner
ConversionClass B (convertible) Common Stock · Derivative 277,248 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-005765 · doc4.xml · derivative · entry 4

BLUNDIN DAVID B · CIK 0001203475 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LV2 LP EQ Series B SPV, LLC

Disclosed balance after: 0

Underlying: Class A Common Stock · 277,248 shares

Expires not disclosed

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.

F6 · 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 February 28, 2019, LV2 LP EQ Series B SPV, LLC elected to convert all of its shares of Class B Common Stock into shares of Class A Common Stock of the Issuer.

F6 · 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.

F6 · 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.nature: LV2 LP EQ Series B SPV, LLC directly owns the reported securities. The reporting person is the managing member of Link Equity Partners, LLC, which is the managing member of LV2 EQ SPV Manager, LLC, which is the managing member of LV2 LP EQ Series B SPV, LLC. Except to the extent that the reporting person has a direct or indirect pecuniary interest in securities owned by the limited liability company, the reporting person disclaims beneficial ownership with respect to securities held in this manner. This report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for the purposes of Section 16 or any other purpose

Read SEC document
February 28, 2019 Filed Mar 4, 2019 21:17 UTC
BLUNDIN DAVID BDirector · 10% owner
OtherClass A Common Stock 1,370 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-005765 · doc4.xml · nonDerivative · entry 3

BLUNDIN DAVID B · CIK 0001203475 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LV2 EQ SPV Manager, LLC

Disclosed balance after: 4,135

F3 · kind: The reported securities were transferred by LV2 LP EQ Series B SPV, LLC to LV2 EQ SPV Manager, LLC in payment of accrued management fees.

F3 · price: The reported securities were transferred by LV2 LP EQ Series B SPV, LLC to LV2 EQ SPV Manager, LLC in payment of accrued management fees.

F4 · balance_after: Includes 2,765 shares of Class A Common Stock received as a pro rata distribution from LV2 LP EQ Series B SPV, LLC. In prior reports, the reporting person reported beneficial ownership of 277,248 shares of common stock held by LV2 LP EQ Series B SPV, LLC.

F5 · ownership.nature: LV2 EQ SPV Manager, LLC directly owns the reported securities. The reporting person is the managing member of Link Equity Partners, LLC, which is the managing member of LV2 EQ SPV Manager, LLC. Except to the extent that the reporting person has a direct or indirect pecuniary interest in securities owned by the limited liability company, the reporting person disclaims beneficial ownership with respect to securities held in this manner. This report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for the purposes of Section 16 or any other purpose.

Read SEC document
February 28, 2019 Filed Mar 4, 2019 21:17 UTC
BLUNDIN DAVID BDirector · 10% owner
OtherClass A Common Stock 1,370 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-005765 · doc4.xml · nonDerivative · entry 2

BLUNDIN DAVID B · CIK 0001203475 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LV2 LP EQ Series B SPV, LLC

Disclosed balance after: 275,878

F3 · kind: The reported securities were transferred by LV2 LP EQ Series B SPV, LLC to LV2 EQ SPV Manager, LLC in payment of accrued management fees.

F3 · price: The reported securities were transferred by LV2 LP EQ Series B SPV, LLC to LV2 EQ SPV Manager, LLC in payment of accrued management fees.

F2 · ownership.nature: LV2 LP EQ Series B SPV, LLC directly owns the reported securities. The reporting person is the managing member of Link Equity Partners, LLC, which is the managing member of LV2 EQ SPV Manager, LLC, which is the managing member of LV2 LP EQ Series B SPV, LLC. Except to the extent that the reporting person has a direct or indirect pecuniary interest in securities owned by the limited liability company, the reporting person disclaims beneficial ownership with respect to securities held in this manner. This report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for the purposes of Section 16 or any other purpose

Read SEC document
February 28, 2019 Filed Mar 4, 2019 21:17 UTC
BLUNDIN DAVID BDirector · 10% owner
ConversionClass A Common Stock 277,248 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-005765 · doc4.xml · nonDerivative · entry 1

BLUNDIN DAVID B · CIK 0001203475 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LV2 LP EQ Series B SPV, LLC

Disclosed balance after: 277,248

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 · kind: On February 28, 2019, LV2 LP EQ Series B SPV, LLC elected to convert all of its shares of Class B Common Stock into shares of Class A Common Stock of the Issuer.

F1 · price: On February 28, 2019, LV2 LP EQ Series B SPV, LLC elected to convert all of its shares of Class B Common Stock into shares of Class A Common Stock of the Issuer.

F2 · ownership.nature: LV2 LP EQ Series B SPV, LLC directly owns the reported securities. The reporting person is the managing member of Link Equity Partners, LLC, which is the managing member of LV2 EQ SPV Manager, LLC, which is the managing member of LV2 LP EQ Series B SPV, LLC. Except to the extent that the reporting person has a direct or indirect pecuniary interest in securities owned by the limited liability company, the reporting person disclaims beneficial ownership with respect to securities held in this manner. This report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for the purposes of Section 16 or any other purpose

Read SEC document
February 28, 2019 Filed Feb 4, 2020 20:12 UTC
BLUNDIN DAVID BDirector · 10% owner
OtherClass A Common Stock 275,878 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-002768 · doc5.xml · nonDerivative · entry 1

BLUNDIN DAVID B · CIK 0001203475 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LV2 LP EQ Series B SPV, LLC

Disclosed balance after: 0

F1 · kind: On February 28, 2019, LV2 LP EQ Series B SPV, LLC distributed all of its shares of Class A Common Stock on a pro rata basis to its members, and no longer holds any shares of the Issuer.

F1 · price: On February 28, 2019, LV2 LP EQ Series B SPV, LLC distributed all of its shares of Class A Common Stock on a pro rata basis to its members, and no longer holds any shares of the Issuer.

F2 · ownership.nature: The reporting person is the managing member of Link Equity Partners, LLC, which is the managing member of LV2 EQ SPV Manager, LLC, which is the managing member of LV2 LP EQ Series B SPV, LLC. As previously reported, LV2 EQ SPV Manager, LLC received 2,765 shares of Class A Common Stock through the distribution described in footnote 1 above. Except to the extent that the reporting person has a direct or indirect pecuniary interest in securities owned by the limited liability company, the reporting person disclaims beneficial ownership with respect to securities held in this manner. This report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for the purposes of Section 16 or any other purpose.

Read SEC document
February 27, 2019 Filed Feb 28, 2019 23:54 UTC
Mason David WGeneral Counsel and Secretary
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 4,063 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-19-005311 · doc4.xml · derivative · entry 5

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,063 shares

Expires 2024-04-01

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.

F3 · 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 April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

Read SEC document
February 27, 2019 Filed Feb 28, 2019 23:54 UTC
Mason David WGeneral Counsel and Secretary
GrantEmployee Stock Option (right to buy) · Derivative 4,063 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-19-005311 · doc4.xml · derivative · entry 4

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,063

Underlying: Class A Common Stock · 4,063 shares

Expires 2024-04-01

F3 · 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 April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

F3 · 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 April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

Read SEC document
February 27, 2019 Filed Feb 28, 2019 23:54 UTC
Mason David WGeneral Counsel and Secretary
Disposition to issuerEmployee Stock Option (right to buy) · Derivative 4,063 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-19-005311 · doc4.xml · derivative · entry 3

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,443

Underlying: Class B Common Stock · 4,063 shares

Expires 2024-04-01

F3 · 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 April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

F3 · 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 April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

Read SEC document
February 27, 2019 Filed Feb 28, 2019 23:54 UTC
Mason David WGeneral Counsel and Secretary
Exercise / conversionClass A Common Stock 4,063 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-005311 · doc4.xml · nonDerivative · entry 2

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 160,349

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.

Read SEC document
February 26, 2019 Filed Feb 28, 2019 23:54 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 5,843 $7.02 $41,017.86
Disclosure

SEC source: 0000899243-19-005311 · doc4.xml · nonDerivative · entry 1

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 156,286

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2018.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.00 to $7.10, 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 ranges set forth in this Form 4.

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February 15, 2019 Filed Feb 19, 2019 21:26 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 650 $5.53 $3,594.50
Disclosure

SEC source: 0000899243-19-004056 · doc4.xml · nonDerivative · entry 1

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 162,129

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 November 27, 2018.

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February 07, 2019 Filed Feb 8, 2019 00:51 UTC
Markette ShimritSVP, People Operations
SaleClass A Common Stock 562 $5.58 $3,135.96
Disclosure

SEC source: 0000899243-19-002925 · doc4.xml · nonDerivative · entry 2

Markette Shimrit · CIK 0001744416 · SVP, People Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,334

F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 20, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in rescted stock units on February 6, 2019. The sales do not represent a discretionary trade by the reporting person.

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February 05, 2019 Filed Feb 6, 2019 21:41 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 725 $5.46 $3,958.50
Disclosure

SEC source: 0000899243-19-002775 · doc4.xml · nonDerivative · entry 2

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 162,779

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 November 27, 2018.

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February 04, 2019 Filed Feb 6, 2019 21:41 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 1,150 $5.28 $6,072.00
Disclosure

SEC source: 0000899243-19-002775 · doc4.xml · nonDerivative · entry 1

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 163,504

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 November 27, 2018.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.24 to $5.36, 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 ranges set forth in this Form 4.

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February 01, 2019 Filed Feb 8, 2019 00:51 UTC
Markette ShimritSVP, People Operations
SaleClass A Common Stock 880 $5.58 $4,910.40
Disclosure

SEC source: 0000899243-19-002925 · doc4.xml · nonDerivative · entry 1

Markette Shimrit · CIK 0001744416 · SVP, People Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,896

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 November 20, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in rescted stock units on January 31, 2019. The sales do not represent a discretionary trade by the reporting person.

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January 14, 2019 Filed Jan 16, 2019 21:06 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 255 $5.63 $1,435.65
Disclosure

SEC source: 0000899243-19-001284 · doc4.xml · nonDerivative · entry 1

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 164,654

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 November 27, 2018.

Read SEC document
January 07, 2019 Filed Jan 9, 2019 21:05 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 2,659 $5.24 $13,933.16
Disclosure

SEC source: 0000899243-19-000832 · doc4.xml · nonDerivative · entry 1

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 164,909

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 November 27, 2018.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.23 to $5.29, 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 ranges set forth in this Form 4.

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January 07, 2019 Filed Jan 17, 2019 19:53 UTC
Considine Jeffrey Mee ChoyMember of 10% owner group
ConversionClass B (Convertible) Common Stock · Derivative 136,544 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001744722-19-000001 · primary_doc.xml · derivative · entry 2

Considine Jeffrey Mee Choy · CIK 0001744722 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 136,544 shares

Expires 2030-12-31

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: Certificate dated 07/02/2018. Shares originally acquired in 2011.

F2 · derivative.expiration_date: No expiration date on Class B (Convertible) Common Stock.

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January 07, 2019 Filed Jan 17, 2019 19:53 UTC
Considine Jeffrey Mee ChoyMember of 10% owner group
ConversionClass A Common Stock 136,544 $0.00 $0.00
Disclosure

SEC source: 0001744722-19-000001 · primary_doc.xml · nonDerivative · entry 1

Considine Jeffrey Mee Choy · CIK 0001744722 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 136,544

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.

F3 · date: Confirmation of transaction was delayed until 01/15/2019 due to difficulty with transfer agent.

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January 04, 2019 Filed Jan 7, 2019 22:45 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 722 $4.41 $3,184.02
Disclosure

SEC source: 0000899243-19-000688 · doc4.xml · nonDerivative · entry 1

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,568

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 November 27, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in rescted stock units on January 3, 2018. The sale does not represent a discretionary trade by the reporting person.

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January 02, 2019 Filed Jan 4, 2019 18:52 UTC
Mason David WGeneral Counsel and Secretary
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 8,126 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-19-000472 · doc4.xml · derivative · entry 5

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 8,126 shares

Expires 2024-04-01

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.

F3 · 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 April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. 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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January 02, 2019 Filed Jan 4, 2019 18:52 UTC
Mason David WGeneral Counsel and Secretary
GrantEmployee Stock Option (right to buy) · Derivative 8,126 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-19-000472 · doc4.xml · derivative · entry 4

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,126

Underlying: Class A Common Stock · 8,126 shares

Expires 2024-04-01

F3 · 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 April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

F3 · 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 April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. 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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January 02, 2019 Filed Jan 4, 2019 18:52 UTC
Mason David WGeneral Counsel and Secretary
Disposition to issuerEmployee Stock Option (right to buy) · Derivative 8,126 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-19-000472 · doc4.xml · derivative · entry 3

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,506

Underlying: Class B Common Stock · 8,126 shares

Expires 2024-04-01

F3 · 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 April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

F3 · 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 April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

Read SEC document
January 02, 2019 Filed Jan 4, 2019 18:52 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 8,126 $4.34 $35,266.84
Disclosure

SEC source: 0000899243-19-000472 · doc4.xml · nonDerivative · entry 2

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 168,290

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2018.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.13 to $4.52, 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 ranges set forth in this Form 4.

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January 02, 2019 Filed Jan 4, 2019 18:52 UTC
Mason David WGeneral Counsel and Secretary
Exercise / conversionClass A Common Stock 8,126 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-000472 · doc4.xml · nonDerivative · entry 1

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 176,416

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.

Read SEC document
December 31, 2018 Filed Jan 3, 2019 22:52 UTC
Auguste DarrylSVP, Analytics & Marketing
SaleClass A Common Stock 540 $4.30 $2,322.00
Disclosure

SEC source: 0000899243-19-000314 · doc4.xml · nonDerivative · entry 1

Auguste Darryl · CIK 0001744445 · SVP, Analytics & Marketing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,248

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 November, 20, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in rescted stock units on December 28, 2018. The sales do not represent a discretionary trade by the reporting person.

Read SEC document
December 31, 2018 Filed Jan 3, 2019 22:57 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 6,498 $4.23 $27,486.54
Disclosure

SEC source: 0000899243-19-000315 · doc4.xml · nonDerivative · entry 1

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 168,290

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 November 27, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in rescted stock units on December 28, 2018. The sales do 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 $4.20 to $4.40, 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 ranges set forth in this Form 4.

Read SEC document
December 31, 2018 Filed Jan 3, 2019 22:49 UTC
Markette ShimritSVP, People Operations
SaleClass A Common Stock 1,752 $4.30 $7,533.60
Disclosure

SEC source: 0000899243-19-000311 · doc4.xml · nonDerivative · entry 1

Markette Shimrit · CIK 0001744416 · SVP, People Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,776

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 November 20, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in rescted stock units on December 28, 2018. The sales do not represent a discretionary trade by the reporting person.

Read SEC document

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