Tapewire

Nasdaq · USD

EVER

EverQuote, Inc.

Export transactions ↓
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

JSON API
Reset

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
July 02, 2018 Filed Jul 2, 2018 21:01 UTC
Revesz Tomas JrChief Technology Officer
ConversionClass A Common Stock 120,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018962 · doc4.xml · nonDerivative · entry 2

Revesz Tomas Jr · CIK 0001744802 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 760,000

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
July 02, 2018 Filed Jul 2, 2018 21:01 UTC
Mason David WGeneral Counsel and Secretary
ConversionClass B Common Stock · Derivative 48,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018960 · doc4.xml · derivative · entry 6

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 · 48,000 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.

F3 · security: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F3 · derivative.exercise_price: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F3 · derivative.exercise_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F3 · derivative.expiration_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

Read SEC document
July 02, 2018 Filed Jul 2, 2018 21:01 UTC
Mason David WGeneral Counsel and Secretary
Exercise / conversionClass B Common Stock · Derivative 48,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018960 · doc4.xml · derivative · entry 5

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,000

Underlying: Class A Common Stock · 48,000 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.

F3 · security: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F3 · derivative.exercise_price: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F3 · derivative.exercise_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F3 · derivative.expiration_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

Read SEC document
July 02, 2018 Filed Jul 2, 2018 21:01 UTC
Mason David WGeneral Counsel and Secretary
Exercise / conversionStock Option (right to buy) · Derivative 48,000 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-18-018960 · doc4.xml · derivative · entry 4

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,632

Underlying: Class B Common Stock · 48,000 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.

F2 · derivative.exercise_date: This option to purchase up to an aggregate total of 166,400 shares of Class B Common Stock was granted on April 2, 2014. The shares underlying the option fully vested as of February 28, 2018.

F3 · derivative.underlying: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

Read SEC document
July 02, 2018 Filed Jul 2, 2018 21:01 UTC
Mason David WGeneral Counsel and Secretary
SaleClass A Common Stock 48,000 $18.00 $864,000.00
Disclosure

SEC source: 0000899243-18-018960 · doc4.xml · nonDerivative · entry 3

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 124,788

Read SEC document
July 02, 2018 Filed Jul 2, 2018 21:01 UTC
Mason David WGeneral Counsel and Secretary
ConversionClass A Common Stock 48,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018960 · doc4.xml · nonDerivative · entry 2

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 172,788

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
July 02, 2018 Filed Jul 2, 2018 21:00 UTC
Birnbaum SethDirector · President and CEO
ConversionClass B Common Stock · Derivative 291,200 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018959 · doc4.xml · derivative · entry 9

Birnbaum Seth · CIK 0001744413 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 287,904

Underlying: Class A Common Stock · 291,200 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.

F4 · security: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F4 · derivative.exercise_price: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F4 · derivative.exercise_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F4 · derivative.expiration_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

Read SEC document
July 02, 2018 Filed Jul 2, 2018 21:00 UTC
Birnbaum SethDirector · President and CEO
ConversionClass B Common Stock · Derivative 274,012 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018959 · doc4.xml · derivative · entry 8

Birnbaum Seth · CIK 0001744413 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 790,508

Underlying: Class A Common Stock · 274,012 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.

F4 · security: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F4 · derivative.exercise_price: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F4 · derivative.exercise_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F4 · derivative.expiration_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F2 · ownership.nature: Consists of shares held by Cogo Labs, Inc., with respect to which Cogo Labs, Inc. has empowered Mr. Birnbaum and Mira Wilczek, acting together and not individually, to exercise investment power, which may be revoked by Cogo Labs, Inc. at any time. Mr. Birnbaum disclaims beneficial ownership of the shares owned directly by Cogo Labs, Inc. except to the extent of any pecuniary interest therein.

Read SEC document
July 02, 2018 Filed Jul 2, 2018 21:00 UTC
Birnbaum SethDirector · President and CEO
ConversionClass B Common Stock · Derivative 1,064,520 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018959 · doc4.xml · derivative · entry 7

Birnbaum Seth · CIK 0001744413 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,064,520

Underlying: Class A Common Stock · 1,064,520 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.

F4 · security: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F4 · derivative.exercise_price: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F4 · derivative.exercise_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F4 · derivative.expiration_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F2 · ownership.nature: Consists of shares held by Cogo Labs, Inc., with respect to which Cogo Labs, Inc. has empowered Mr. Birnbaum and Mira Wilczek, acting together and not individually, to exercise investment power, which may be revoked by Cogo Labs, Inc. at any time. Mr. Birnbaum disclaims beneficial ownership of the shares owned directly by Cogo Labs, Inc. except to the extent of any pecuniary interest therein.

Read SEC document
July 02, 2018 Filed Jul 2, 2018 21:00 UTC
Birnbaum SethDirector · President and CEO
ConversionSeries A Preferred Stock · Derivative 133,065 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018959 · doc4.xml · derivative · entry 6

Birnbaum Seth · CIK 0001744413 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

Underlying: Class B Common Stock · 1,064,520 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.

F3 · derivative.exercise_price: The Series A Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series A Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date.

F3 · derivative.exercise_date: The Series A Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series A Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date.

F3 · derivative.expiration_date: The Series A Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series A Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date.

F4 · derivative.underlying: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date.

F2 · ownership.nature: Consists of shares held by Cogo Labs, Inc., with respect to which Cogo Labs, Inc. has empowered Mr. Birnbaum and Mira Wilczek, acting together and not individually, to exercise investment power, which may be revoked by Cogo Labs, Inc. at any time. Mr. Birnbaum disclaims beneficial ownership of the shares owned directly by Cogo Labs, Inc. except to the extent of any pecuniary interest therein.

Read SEC document
July 02, 2018 Filed Jul 2, 2018 21:00 UTC
Birnbaum SethDirector · President and CEO
SaleClass A Common Stock 291,200 $18.00 $5,241,600.00
Disclosure

SEC source: 0000899243-18-018959 · doc4.xml · nonDerivative · entry 5

Birnbaum Seth · CIK 0001744413 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 640,000

Read SEC document
July 02, 2018 Filed Jul 2, 2018 21:00 UTC
Birnbaum SethDirector · President and CEO
ConversionClass A Common Stock 291,200 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018959 · doc4.xml · nonDerivative · entry 4

Birnbaum Seth · CIK 0001744413 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 931,200

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
July 02, 2018 Filed Jul 2, 2018 21:00 UTC
Birnbaum SethDirector · President and CEO
SaleClass A Common Stock 274,012 $18.00 $4,932,216.00
Disclosure

SEC source: 0000899243-18-018959 · doc4.xml · nonDerivative · entry 3

Birnbaum Seth · CIK 0001744413 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F2 · ownership.nature: Consists of shares held by Cogo Labs, Inc., with respect to which Cogo Labs, Inc. has empowered Mr. Birnbaum and Mira Wilczek, acting together and not individually, to exercise investment power, which may be revoked by Cogo Labs, Inc. at any time. Mr. Birnbaum disclaims beneficial ownership of the shares owned directly by Cogo Labs, Inc. except to the extent of any pecuniary interest therein.

Read SEC document
July 02, 2018 Filed Jul 2, 2018 21:00 UTC
Birnbaum SethDirector · President and CEO
ConversionClass A Common Stock 274,012 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018959 · doc4.xml · nonDerivative · entry 2

Birnbaum Seth · CIK 0001744413 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 274,012

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.

F2 · ownership.nature: Consists of shares held by Cogo Labs, Inc., with respect to which Cogo Labs, Inc. has empowered Mr. Birnbaum and Mira Wilczek, acting together and not individually, to exercise investment power, which may be revoked by Cogo Labs, Inc. at any time. Mr. Birnbaum disclaims beneficial ownership of the shares owned directly by Cogo Labs, Inc. except to the extent of any pecuniary interest therein.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 18:02 UTC
Ellis ThomasMember of 10% owner group
ConversionClass B (convertible) Common Stock · Derivative 24,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019290 · doc4.xml · derivative · entry 3

Ellis Thomas · CIK 0001744801 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 274,064

Underlying: Class A Common Stock · 24,000 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.

F1 · derivative.exercise_price: Pursuant to the Sale (as defined below), 24,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F1 · derivative.exercise_date: Pursuant to the Sale (as defined below), 24,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F1 · derivative.expiration_date: Pursuant to the Sale (as defined below), 24,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 18:02 UTC
Ellis ThomasMember of 10% owner group
SaleClass A Common Stock 24,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019290 · doc4.xml · nonDerivative · entry 2

Ellis Thomas · CIK 0001744801 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Pursuant to an underwriting agreement, dated June 27, 2018 (the "Underwriting Agreement"), by and among J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated (together with several underwriters named in Schedule 1 thereto, the "Underwriters"), EverQuote, Inc. (the "Company") and the selling stockholders named in Schedule 2 thereto (the "Selling Stockholders"), the Underwriters agreed to purchase from the Selling Stockholders and the Selling Stockholders agreed to sell to the Underwriters an aggregate of 1,562,500 shares of Class A Common Stock (the "Sale"), which aggregate amount includes 24,000 shares of Class A Common Stock held by the Reporting Person.

F3 · price: (Continued from Footnote 2) Pursuant to the final prospectus filed by the Company on June 28, 2018, the public offering price in the public offering of Class A Common Stock was $18.00 per share and the underwriting discount was $1.26 per share. Accordingly, the Reporting Person sold an aggregate of 24,000 shares of Class A Common Stock in such Sale to the Underwriters and received a price per share of Class A Common Stock of $16.74 (which is net of underwriting discounts and commissions) for an aggregate amount of $401,760.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 18:02 UTC
Ellis ThomasMember of 10% owner group
ConversionClass A Common Stock 24,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019290 · doc4.xml · nonDerivative · entry 1

Ellis Thomas · CIK 0001744801 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,000

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 · price: Pursuant to the Sale (as defined below), 24,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:14 UTC ConversionClass B (convertible) Common Stock · Derivative 6,440,888 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019307 · doc4.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,440,888

Underlying: Class A Common Stock · 6,440,888 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.

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.

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.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:14 UTC ConversionSeries A (convertible) Preferred Stock · Derivative 805,111 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019307 · doc4.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class B Common Stock · 6,440,888 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.

F1 · derivative.exercise_price: The Series A Preferred Stock converted into Class B Common Stock on a one-for-eight basis and had no expiration date.

F1 · derivative.exercise_date: The Series A Preferred Stock converted into Class B Common Stock on a one-for-eight basis and had no expiration date.

F1 · derivative.expiration_date: The Series A Preferred Stock converted into Class B Common Stock on a one-for-eight basis and had no expiration date.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:15 UTC
Giordano John DavidMember of 10% owner group
ConversionClass B (convertible) Common Stock · Derivative 112,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019308 · doc4.xml · derivative · entry 5

Giordano John David · CIK 0001743737 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 303,784

Underlying: Class A Common Stock · 112,000 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.

F5 · derivative.exercise_price: Shares of Class B Common Stock are convertible into shares of Class A Common Stock 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.

F5 · derivative.exercise_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock 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.

F5 · derivative.expiration_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock 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.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:15 UTC
Giordano John DavidMember of 10% owner group
ConversionClass B (convertible) Common Stock · Derivative 268,368 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019308 · doc4.xml · derivative · entry 4

Giordano John David · CIK 0001743737 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 415,784

Underlying: Class A Common Stock · 268,368 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.

F5 · derivative.exercise_price: Shares of Class B Common Stock are convertible into shares of Class A Common Stock 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.

F5 · derivative.exercise_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock 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.

F5 · derivative.expiration_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock 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.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:15 UTC
Giordano John DavidMember of 10% owner group
ConversionSeries A (convertible) Preferred Stock · Derivative 33,546 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019308 · doc4.xml · derivative · entry 3

Giordano John David · CIK 0001743737 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class B Common Stock · 268,368 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.

F4 · derivative.exercise_price: The Series A Preferred Stock converted into Class B Common Stock on a one-to-eight basis and had no expiration date.

F4 · derivative.exercise_date: The Series A Preferred Stock converted into Class B Common Stock on a one-to-eight basis and had no expiration date.

F4 · derivative.expiration_date: The Series A Preferred Stock converted into Class B Common Stock on a one-to-eight basis and had no expiration date.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:15 UTC
Giordano John DavidMember of 10% owner group
SaleClass A Common Stock 112,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019308 · doc4.xml · nonDerivative · entry 2

Giordano John David · CIK 0001743737 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,400

F2 · price: Pursuant to an underwriting agreement, dated June 27, 2018 (the "Underwriting Agreement"), by and among J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated (together with several underwriters named in Schedule 1 thereto, the "Underwriters"), EverQuote, Inc. (the "Company") and the selling stockholders named in Schedule 2 thereto (the "Selling Stockholders"), the Underwriters agreed to purchase from the Selling Stockholders and the Selling Stockholders agreed to sell to the Underwriters an aggregate of 1,562,500 shares of Class A Common Stock (the "Sale"), which aggregate amount includes 112,000 shares of Class A Common Stock (as converted) held by the Reporting Person.

F3 · price: (Continued from Footnote 2) Pursuant to the final prospectus filed by the Company on June 28, 2018, the public offering price in the public offering of Class A Common Stock was $18.00 per share and the underwriting discount was $1.26 per share. Accordingly, the Reporting Person sold an aggregate of 112,000 shares of Class A Common Stock (as converted) in such Sale to the Underwriters and received a price per share of Class A Common Stock of $16.74 (which is net of underwriting discounts and commissions) for an aggregate amount of $1,874,880.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:15 UTC
Giordano John DavidMember of 10% owner group
ConversionClass A Common Stock 112,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019308 · doc4.xml · nonDerivative · entry 1

Giordano John David · CIK 0001743737 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 252,400

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 · price: Pursuant to the Sale (defined below), 112,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:14 UTC
Shapiro Jonathan KleinMember of 10% owner group
ConversionClass B (convertible) Common Stock · Derivative 144,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019306 · doc4.xml · derivative · entry 3

Shapiro Jonathan Klein · CIK 0001744843 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,064

Underlying: Class A Common Stock · 144,000 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.

F1 · derivative.exercise_price: Pursuant to the Sale (as defined below), 144,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F1 · derivative.exercise_date: Pursuant to the Sale (as defined below), 144,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F1 · derivative.expiration_date: Pursuant to the Sale (as defined below), 144,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:14 UTC
Shapiro Jonathan KleinMember of 10% owner group
SaleClass A Common Stock 144,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019306 · doc4.xml · nonDerivative · entry 2

Shapiro Jonathan Klein · CIK 0001744843 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Pursuant to an underwriting agreement, dated June 27, 2018 (the "Underwriting Agreement"), by and among J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated (together with several underwriters named in Schedule 1 thereto, the "Underwriters"), EverQuote, Inc. (the "Company") and the selling stockholders named in Schedule 2 thereto (the "Selling Stockholders"), the Underwriters agreed to purchase from the Selling Stockholders and the Selling Stockholders agreed to sell to the Underwriters an aggregate of 1,562,500 shares of Class A Common Stock (the "Sale"), which aggregate amount includes 144,000 shares of Class A Common Stock held by the Reporting Person.

F3 · price: (Continued from Footnote 2) Pursuant to the final prospectus filed by the Company on June 28, 2018, the public offering price in the public offering of Class A Common Stock was $18.00 per share and the underwriting discount was $1.26 per share. Accordingly, the Reporting Person sold an aggregate of 144,000 shares of Class A Common Stock in such Sale to the Underwriters and received a price per share of Class A Common Stock of $16.74 (which is net of underwriting discounts and commissions) for an aggregate amount of $2,410,560.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:14 UTC
Shapiro Jonathan KleinMember of 10% owner group
ConversionClass A Common Stock 144,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019306 · doc4.xml · nonDerivative · entry 1

Shapiro Jonathan Klein · CIK 0001744843 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 144,000

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 · price: Pursuant to the Sale (as defined below), 144,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:12 UTC
Walker Edward FranklinMember of 10% owner group
ConversionClass B (convertible) Common Stock · Derivative 23,840 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019304 · doc4.xml · derivative · entry 3

Walker Edward Franklin · CIK 0001744726 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,680

Underlying: Class A Common Stock · 23,840 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.

F1 · derivative.exercise_price: Pursuant to the Sale (as defined below), 23,840 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F1 · derivative.exercise_date: Pursuant to the Sale (as defined below), 23,840 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F1 · derivative.expiration_date: Pursuant to the Sale (as defined below), 23,840 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:12 UTC
Walker Edward FranklinMember of 10% owner group
SaleClass A Common Stock 23,840 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019304 · doc4.xml · nonDerivative · entry 2

Walker Edward Franklin · CIK 0001744726 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Pursuant to an underwriting agreement, dated June 27, 2018 (the "Underwriting Agreement"), by and among J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated (together with several underwriters named in Schedule 1 thereto, the "Underwriters"), EverQuote, Inc. (the "Company") and the selling stockholders named in Schedule 2 thereto (the "Selling Stockholders"), the Underwriters agreed to purchase from the Selling Stockholders and the Selling Stockholders agreed to sell to the Underwriters an aggregate of 1,562,500 shares of Class A Common Stock (the "Sale"), which aggregate amount includes 23,840 shares of Class A Common Stock held by the Reporting Person.

F3 · price: (Continued from Footnote 2) Pursuant to the final prospectus filed by the Company on June 28, 2018, the public offering price in the public offering of Class A Common Stock was $18.00 per share and the underwriting discount was $1.26 per share. Accordingly, the Reporting Person sold an aggregate of 23,840 shares of Class A Common Stock in such Sale to the Underwriters and received a price per share of Class A Common Stock of $16.74 (which is net of underwriting discounts and commissions) for an aggregate amount of $399,081.60.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:12 UTC
Walker Edward FranklinMember of 10% owner group
ConversionClass A Common Stock 23,840 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019304 · doc4.xml · nonDerivative · entry 1

Walker Edward Franklin · CIK 0001744726 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,840

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 · price: Pursuant to the Sale (as defined below), 23,840 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:11 UTC
BLUNDIN DAVID BDirector · 10% owner
ConversionClass B (convertible) Common Stock · Derivative 277,248 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019301 · doc4.xml · derivative · entry 9

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

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.

F7 · 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.

F7 · 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.

F7 · 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.

F9 · 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
July 02, 2018 Filed Jul 3, 2018 22:11 UTC
BLUNDIN DAVID BDirector · 10% owner
ConversionSeries B (convertible) Preferred Stock · Derivative 34,656 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019301 · doc4.xml · derivative · entry 8

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 B 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.

F8 · derivative.exercise_price: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis and had no expiration.

F8 · derivative.exercise_date: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis and had no expiration.

F8 · derivative.expiration_date: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis and had no expiration.

F9 · 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
July 02, 2018 Filed Jul 3, 2018 22:11 UTC
BLUNDIN DAVID BDirector · 10% owner
ConversionClass B (convertible) Common Stock · Derivative 274,012 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019301 · doc4.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Cogo Labs, Inc.

Disclosed balance after: 790,508

Underlying: Class A Common Stock · 274,012 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.

F1 · derivative.exercise_price: Pursuant to the Sale (as defined below), 274,012 shares of Class B Common Stock indirectly held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F1 · derivative.exercise_date: Pursuant to the Sale (as defined below), 274,012 shares of Class B Common Stock indirectly held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F1 · derivative.expiration_date: Pursuant to the Sale (as defined below), 274,012 shares of Class B Common Stock indirectly held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F2 · ownership.nature: Cogo Labs, Inc. directly owns the reported securities. The reporting person is the controlling stockholder of Cogo Labs, Inc. Except to the extent that the reporting person has a direct or indirect pecuniary interest in securities owned by the corporation, 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
July 02, 2018 Filed Jul 3, 2018 22:11 UTC
BLUNDIN DAVID BDirector · 10% owner
ConversionClass B (convertible) Common Stock · Derivative 1,064,520 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019301 · doc4.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Cogo Labs, Inc.

Disclosed balance after: 1,064,520

Underlying: Class A Common Stock · 1,064,520 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.

F7 · 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.

F7 · 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.

F7 · 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: Cogo Labs, Inc. directly owns the reported securities. The reporting person is the controlling stockholder of Cogo Labs, Inc. Except to the extent that the reporting person has a direct or indirect pecuniary interest in securities owned by the corporation, 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
July 02, 2018 Filed Jul 3, 2018 22:11 UTC
BLUNDIN DAVID BDirector · 10% owner
ConversionSeries A (convertible) Preferred Stock · Derivative 133,065 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019301 · doc4.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Cogo Labs, Inc.

Disclosed balance after: 0

Underlying: Class B Common Stock · 1,064,520 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.

F5 · derivative.exercise_price: The Series A Preferred Stock converted into Class B Common Stock on a one-for-eight basis and had no expiration date.

F5 · derivative.exercise_date: The Series A Preferred Stock converted into Class B Common Stock on a one-for-eight basis and had no expiration date.

F5 · derivative.expiration_date: The Series A Preferred Stock converted into Class B Common Stock on a one-for-eight basis and had no expiration date.

F2 · ownership.nature: Cogo Labs, Inc. directly owns the reported securities. The reporting person is the controlling stockholder of Cogo Labs, Inc. Except to the extent that the reporting person has a direct or indirect pecuniary interest in securities owned by the corporation, 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
July 02, 2018 Filed Jul 3, 2018 22:11 UTC
BLUNDIN DAVID BDirector · 10% owner
ConversionClass B (convertible) Common Stock · Derivative 6,440,888 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019301 · doc4.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Link Ventures Vehicle II, LLC

Disclosed balance after: 6,440,888

Underlying: Class A Common Stock · 6,440,888 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.

F7 · 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.

F7 · 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.

F7 · 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.

F6 · ownership.nature: Link Ventures Investment Vehicle II, LLC directly owns the reported securities. The reporting person is the managing member of Link Ventures Investment Vehicle II, 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
July 02, 2018 Filed Jul 3, 2018 22:11 UTC
BLUNDIN DAVID BDirector · 10% owner
ConversionSeries A (convertible) Preferred Stock · Derivative 805,111 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019301 · doc4.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Link Ventures Vehicle II, LLC

Disclosed balance after: 0

Underlying: Class B Common Stock · 6,440,888 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.

F5 · derivative.exercise_price: The Series A Preferred Stock converted into Class B Common Stock on a one-for-eight basis and had no expiration date.

F5 · derivative.exercise_date: The Series A Preferred Stock converted into Class B Common Stock on a one-for-eight basis and had no expiration date.

F5 · derivative.expiration_date: The Series A Preferred Stock converted into Class B Common Stock on a one-for-eight basis and had no expiration date.

F6 · ownership.nature: Link Ventures Investment Vehicle II, LLC directly owns the reported securities. The reporting person is the managing member of Link Ventures Investment Vehicle II, 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
July 02, 2018 Filed Jul 3, 2018 22:11 UTC
BLUNDIN DAVID BDirector · 10% owner
SaleClass A Common Stock 274,012 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019301 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Cogo Labs, Inc.

Disclosed balance after: 0

F3 · price: Pursuant to an underwriting agreement, dated June 27, 2018 (the "Underwriting Agreement"), by and among J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated (together with several underwriters named in Schedule 1 thereto, the "Underwriters"), EverQuote, Inc. (the "Company") and the selling stockholders named in Schedule 2 thereto (the "Selling Stockholders"), the Underwriters agreed to purchase from the Selling Stockholders and the Selling Stockholders agreed to sell to the Underwriters an aggregate of 1,562,500 shares of Class A Common Stock (the "Sale"), which aggregate amount includes 274,012 shares of Class A Common Stock held by the Reporting Person.

F4 · price: (Continued from Footnote 3) Pursuant to the final prospectus filed by the Company on June 28, 2018, the public offering price in the public offering of Class A Common Stock was $18.00 per share and the underwriting discount was $1.26 per share. Accordingly, the Reporting Person sold an aggregate of 274,012 shares of Class A Common Stock in such Sale to the Underwriters and received a price per share of Class A Common Stock of $16.74 (which is net of underwriting discounts and commissions) for an aggregate amount of $4,586,960.88.

F2 · ownership.nature: Cogo Labs, Inc. directly owns the reported securities. The reporting person is the controlling stockholder of Cogo Labs, Inc. Except to the extent that the reporting person has a direct or indirect pecuniary interest in securities owned by the corporation, 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
July 02, 2018 Filed Jul 3, 2018 22:11 UTC
BLUNDIN DAVID BDirector · 10% owner
ConversionClass A Common Stock 274,012 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019301 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Cogo Labs, Inc.

Disclosed balance after: 274,012

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 · price: Pursuant to the Sale (as defined below), 274,012 shares of Class B Common Stock indirectly held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F2 · ownership.nature: Cogo Labs, Inc. directly owns the reported securities. The reporting person is the controlling stockholder of Cogo Labs, Inc. Except to the extent that the reporting person has a direct or indirect pecuniary interest in securities owned by the corporation, 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
July 02, 2018 Filed Jul 3, 2018 22:09 UTC
Considine Jeffrey Mee ChoyMember of 10% owner group
ConversionClass B (convertible) Common Stock · Derivative 24,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019300 · doc4.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 136,544

Underlying: Class A Common Stock · 24,000 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.

F1 · derivative.exercise_price: Pursuant to the Sale (as defined below), 24,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F1 · derivative.exercise_date: Pursuant to the Sale (as defined below), 24,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F1 · derivative.expiration_date: Pursuant to the Sale (as defined below), 24,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:09 UTC
Considine Jeffrey Mee ChoyMember of 10% owner group
SaleClass A Common Stock 24,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019300 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Pursuant to an underwriting agreement, dated June 27, 2018 (the "Underwriting Agreement"), by and among J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated (together with several underwriters named in Schedule 1 thereto, the "Underwriters"), EverQuote, Inc. (the "Company") and the selling stockholders named in Schedule 2 thereto (the "Selling Stockholders"), the Underwriters agreed to purchase from the Selling Stockholders and the Selling Stockholders agreed to sell to the Underwriters an aggregate of 1,562,500 shares of Class A Common Stock (the "Sale"), which aggregate amount includes 24,000 shares of Class A Common Stock held by the Reporting Person.

F3 · price: (Continued from Footnote 2) Pursuant to the final prospectus filed by the Company on June 28, 2018, the public offering price in the public offering of Class A Common Stock was $18.00 per share and the underwriting discount was $1.26 per share. Accordingly, the Reporting Person sold an aggregate of 24,000 shares of Class A Common Stock in such Sale to the Underwriters and received a price per share of Class A Common Stock of $16.74 (which is net of underwriting discounts and commissions) for an aggregate amount of $401,760.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:09 UTC
Considine Jeffrey Mee ChoyMember of 10% owner group
ConversionClass A Common Stock 24,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019300 · doc4.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: 24,000

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 · price: Pursuant to the Sale (as defined below), 24,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:09 UTC
Byers John W.Member of 10% owner group
ConversionClass B (convertible) Common Stock · Derivative 56,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019299 · doc4.xml · derivative · entry 3

Byers John W. · CIK 0001744692 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 316,912

Underlying: Class A Common Stock · 56,000 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.

F1 · derivative.exercise_price: Pursuant to the Sale (as defined below), 56,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F1 · derivative.exercise_date: Pursuant to the Sale (as defined below), 56,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F1 · derivative.expiration_date: Pursuant to the Sale (as defined below), 56,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:09 UTC
Byers John W.Member of 10% owner group
SaleClass A Common Stock 56,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019299 · doc4.xml · nonDerivative · entry 2

Byers John W. · CIK 0001744692 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Pursuant to an underwriting agreement, dated June 27, 2018 (the "Underwriting Agreement"), by and among J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated (together with several underwriters named in Schedule 1 thereto, the "Underwriters"), EverQuote, Inc. (the "Company") and the selling stockholders named in Schedule 2 thereto (the "Selling Stockholders"), the Underwriters agreed to purchase from the Selling Stockholders and the Selling Stockholders agreed to sell to the Underwriters an aggregate of 1,562,500 shares of Class A Common Stock (the "Sale"), which aggregate amount includes 56,000 shares of Class A Common Stock held by the Reporting Person.

F3 · price: (Continued from Footnote 2) Pursuant to the final prospectus filed by the Company on June 28, 2018, the public offering price in the public offering of Class A Common Stock was $18.00 per share and the underwriting discount was $1.26 per share. Accordingly, the Reporting Person sold an aggregate of 56,000 shares of Class A Common Stock in such Sale to the Underwriters and received a price per share of Class A Common Stock of $16.74 (which is net of underwriting discounts and commissions) for an aggregate amount of $937,440.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:09 UTC
Byers John W.Member of 10% owner group
ConversionClass A Common Stock 56,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019299 · doc4.xml · nonDerivative · entry 1

Byers John W. · CIK 0001744692 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,000

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 · price: Pursuant to the Sale (as defined below), 56,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:05 UTC
Hammond Edward VickersMember of 10% owner group
ConversionClass B (convertible) Common Stock · Derivative 10,400 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019295 · doc4.xml · derivative · entry 3

Hammond Edward · CIK 0001744847 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,400

Underlying: Class A Common Stock · 10,400 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.

F1 · derivative.exercise_price: Pursuant to the Sale (as defined below), 10,400 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F1 · derivative.exercise_date: Pursuant to the Sale (as defined below), 10,400 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F1 · derivative.expiration_date: Pursuant to the Sale (as defined below), 10,400 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:05 UTC
Hammond Edward VickersMember of 10% owner group
SaleClass A Common Stock 10,400 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019295 · doc4.xml · nonDerivative · entry 2

Hammond Edward · CIK 0001744847 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Pursuant to an underwriting agreement, dated June 27, 2018 (the "Underwriting Agreement"), by and among J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated (together with several underwriters named in Schedule 1 thereto, the "Underwriters"), EverQuote, Inc. (the "Company") and the selling stockholders named in Schedule 2 thereto (the "Selling Stockholders"), the Underwriters agreed to purchase from the Selling Stockholders and the Selling Stockholders agreed to sell to the Underwriters an aggregate of 1,562,500 shares of Class A Common Stock (the "Sale"), which aggregate amount includes 10,400 shares of Class A Common Stock held by the Reporting Person.

F3 · price: (Continued from Footnote 2) Pursuant to the final prospectus filed by the Company on June 28, 2018, the public offering price in the public offering of Class A Common Stock was $18.00 per share and the underwriting discount was $1.26 per share. Accordingly, the Reporting Person sold an aggregate of 10,400 shares of Class A Common Stock in such Sale to the Underwriters and received a price per share of Class A Common Stock of $16.74 (which is net of underwriting discounts and commissions) for an aggregate amount of $174,096.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:05 UTC
Hammond Edward VickersMember of 10% owner group
ConversionClass A Common Stock 10,400 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019295 · doc4.xml · nonDerivative · entry 1

Hammond Edward · CIK 0001744847 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,400

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 · price: Pursuant to the Sale (as defined below), 10,400 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

Read SEC document
July 02, 2018 Filed Jul 5, 2018 18:31 UTC ConversionClass B Common Stock · Derivative 188,200 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019506 · doc4.xml · derivative · entry 4

SAVANO CAPITAL PARTNERS II, L.P. · CIK 0001614020 · 10% owner

Savano-EverQuote LLC · CIK 0001684250 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 257,144

Underlying: Class A Common Stock · 188,200 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.

F2 · security: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date.

F2 · derivative.exercise_price: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date.

F2 · derivative.exercise_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date.

F2 · derivative.expiration_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date.

F4 · ownership.nature: The reported shares are directly owned by Savano-EverQuote LLC. Thomas Smith, Bion Ludwig and Gustav H. Koven are managing members of Savano-SPV Manager LLC, which is the managing member of Savano-EverQuote LLC. As a result of holding these positions, Thomas Smith, Bion Ludwig and Gustav H. Koven may be deemed to hold voting and dispositive power with respect to the shares held by Savano-EverQuote LLC. Each such persons disclaims beneficial ownership of the shares, except to the extent of their pecuniary interest therein.

Read SEC document
July 02, 2018 Filed Jul 5, 2018 18:31 UTC ConversionSeries B Preferred Stock · Derivative 23,525 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019506 · doc4.xml · derivative · entry 3

SAVANO CAPITAL PARTNERS II, L.P. · CIK 0001614020 · 10% owner

Savano-EverQuote LLC · CIK 0001684250 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

Underlying: Class B Common Stock · 188,200 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.

F1 · derivative.exercise_price: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date.

F1 · derivative.exercise_date: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date.

F1 · derivative.expiration_date: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date.

F2 · derivative.underlying: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date.

F4 · ownership.nature: The reported shares are directly owned by Savano-EverQuote LLC. Thomas Smith, Bion Ludwig and Gustav H. Koven are managing members of Savano-SPV Manager LLC, which is the managing member of Savano-EverQuote LLC. As a result of holding these positions, Thomas Smith, Bion Ludwig and Gustav H. Koven may be deemed to hold voting and dispositive power with respect to the shares held by Savano-EverQuote LLC. Each such persons disclaims beneficial ownership of the shares, except to the extent of their pecuniary interest therein.

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.