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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 6 |
| Dec 2025 | 0 | 3 |
| Jan 2026 | 0 | 7 |
| Feb 2026 | 0 | 4 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 3 |
| May 2026 | 0 | 7 |
| Jun 2026 | 0 | 3 |
| Jul 2026 | 0 | 7 |
| Aug 2026 | 0 | 6 |
| Sep 2026 | 0 | 2 |
| Oct 2026 | 0 | 8 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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
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ConversionClass B (convertible) Common Stock · Derivative | 10,400 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
SAVANO CAPITAL PARTNERS II, L.P.10% owner
Savano-EverQuote LLC10% owner
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ConversionClass B Common Stock · Derivative | 188,200 | $0.00 | $0.00 |
DisclosureSEC 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 |
SAVANO CAPITAL PARTNERS II, L.P.10% owner
Savano-EverQuote LLC10% owner
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ConversionSeries B Preferred Stock · Derivative | 23,525 | $0.00 | $0.00 |
DisclosureSEC 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.