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EVER

EverQuote, Inc.

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Tapewire entity
2081
SEC CIK
0001640428
Parsed reports
900

Last 12 months

Inside the activity.

0 purchase rows · 56 sale rows

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

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
July 02, 2018 Filed Jul 5, 2018 18:31 UTC ConversionClass B Common Stock · Derivative 873,792 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019506 · doc4.xml · derivative · entry 2

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: 1,011,696

Underlying: Class A Common Stock · 873,792 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.

F3 · ownership.nature: The reported shares are directly owned by Savano Capital Partners II, L.P. Thomas Smith and Gustav H. Koven are the members of the board of managers of Savano Partners Flow-Through II, LLC, which is the managing member of Savano Direct GP II, LLC, which is the general partner of Savano Capital Partners II, L.P. 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 Capital Partners II, L.P. Each such persons disclaims beneficial ownership of the shares, except to the extent of their pecuniary interest therein.

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July 02, 2018 Filed Jul 5, 2018 18:31 UTC ConversionSeries B Preferred Stock · Derivative 109,224 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019506 · doc4.xml · derivative · entry 1

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 · 873,792 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.

F3 · ownership.nature: The reported shares are directly owned by Savano Capital Partners II, L.P. Thomas Smith and Gustav H. Koven are the members of the board of managers of Savano Partners Flow-Through II, LLC, which is the managing member of Savano Direct GP II, LLC, which is the general partner of Savano Capital Partners II, L.P. 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 Capital Partners II, L.P. 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 22:32 UTC
Mendal JaymeChief Revenue Officer
PurchaseClass A Common Stock 1,000 $18.00 $18,000.00
Disclosure

SEC source: 0000899243-18-019507 · doc4.xml · nonDerivative · entry 1

Mendal Jayme · CIK 0001744403 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,788

Read SEC document
July 02, 2018 Filed Jul 5, 2018 22:30 UTC
Wagner John BrandonCFO and Treasurer
PurchaseClass A Common Stock 5,000 $18.00 $90,000.00
Disclosure

SEC source: 0000899243-18-019504 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,788

Read SEC document
July 02, 2018 Filed Jul 5, 2018 22:30 UTC PurchaseClass A Common Stock 4,000 $18.00 $72,000.00
Disclosure

SEC source: 0000899243-18-019503 · doc4.xml · nonDerivative · entry 1

Neble George R · CIK 0001744442 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,992

Read SEC document
June 28, 2018 Filed Jul 2, 2018 21:07 UTC GrantClass A Common Stock 6,944 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018973 · doc4.xml · nonDerivative · entry 1

BANSAL SANJU K · CIK 0001079783 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,944

F1 · shares: Consists of shares of Class A Common Stock issuable under 6,944 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest on the earlier of the date of the next annual meeting of the Company and June 27, 2019.

Read SEC document
June 28, 2018 Filed Jul 2, 2018 21:05 UTC
Auguste DarrylSee Remarks
GrantClass A Common Stock 28,788 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018971 · doc4.xml · nonDerivative · entry 1

Auguste Darryl · CIK 0001744445 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,788

F1 · shares: Consists of shares of Class A Common Stock issuable under 28,788 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over four years with the first installment vested on June 30, 2018.

Read SEC document
June 28, 2018 Filed Jul 2, 2018 21:05 UTC GrantClass A Common Stock 6,944 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018970 · doc4.xml · nonDerivative · entry 1

Lunny John Francis Jr. · CIK 0001744793 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,944

F1 · shares: Consists of shares of Class A Common Stock issuable under 6,944 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest on the earlier of the date of the next annual meeting of the Company and June 27, 2019.

Read SEC document
June 28, 2018 Filed Jul 2, 2018 21:03 UTC
Mendal JaymeChief Revenue Officer
GrantClass A Common Stock 28,788 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018967 · doc4.xml · nonDerivative · entry 1

Mendal Jayme · CIK 0001744403 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,788

F1 · shares: Consists of shares of Class A Common Stock issuable under 28,788 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over four years with the first installment vested on June 30, 2018.

Read SEC document
June 28, 2018 Filed Jul 2, 2018 21:02 UTC
Suzuki EugeneChief Information Officer
GrantClass A Common Stock 8,264 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018966 · doc4.xml · nonDerivative · entry 1

Suzuki Eugene · CIK 0001744443 · Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,264

F1 · shares: Consists of shares of Class A Common Stock issuable under 8,264 restricted stock units ("RSU"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over four years with the first installment vested on June 30, 2018.

Read SEC document
June 28, 2018 Filed Jul 2, 2018 21:01 UTC
Markette ShimritSee Remarks
GrantClass A Common Stock 16,528 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018963 · doc4.xml · nonDerivative · entry 1

Markette Shimrit · CIK 0001744416 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,528

F1 · shares: Consists of shares of Class A Common Stock issuable under 16,528 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over four years with the first installment vested on June 30, 2018.

Read SEC document
June 28, 2018 Filed Jul 2, 2018 21:01 UTC
Revesz Tomas JrChief Technology Officer
GrantClass A Common Stock 640,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018962 · doc4.xml · nonDerivative · entry 1

Revesz Tomas Jr · CIK 0001744802 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 640,000

F1 · shares: Consists of shares of Class A Common Stock issuable under 640,000 restricted stock units ("RSU"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over seven years with the first installment vested on June 30, 2018.

Read SEC document
June 28, 2018 Filed Jul 2, 2018 21:01 UTC GrantClass A Common Stock 28,788 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018961 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 124,788

F1 · shares: Consists of shares of Class A Common Stock issuable under 28,788 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over four years with the first installment vested on June 30, 2018.

Read SEC document
June 28, 2018 Filed Jul 2, 2018 21:01 UTC
Mason David WGeneral Counsel and Secretary
GrantClass A Common Stock 28,788 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018960 · doc4.xml · nonDerivative · entry 1

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 124,788

F1 · shares: Consists of shares of Class A Common Stock issuable under 28,788 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over four years with the first installment vested on June 30, 2018.

Read SEC document
June 28, 2018 Filed Jul 2, 2018 21:00 UTC
Birnbaum SethDirector · President and CEO
GrantClass A Common Stock 640,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-018959 · doc4.xml · nonDerivative · entry 1

Birnbaum Seth · CIK 0001744413 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 640,000

F1 · shares: Consists of shares of Class A Common Stock issuable under 640,000 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over seven years with the first installment vested on June 30, 2018.

Read SEC document
June 28, 2018 Filed Aug 21, 2018 23:16 UTC Amendment
Suzuki EugeneChief Information Officer
GrantClass A Common Stock 8,264 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-022907 · doc4a.xml · nonDerivative · entry 1

Suzuki Eugene · CIK 0001744443 · Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,264

F1 · shares: Consists of shares of Class A Common Stock issuable under 8,264 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over four years from the grant date with the first installment scheduled to vest on September 28, 2018.

F2 · shares: The reporting person's Form 4 filed on July 2, 2018 incorrectly described the initial vesting date of the RSUs.

Read SEC document
June 28, 2018 Filed Aug 21, 2018 23:16 UTC Amendment
Mendal JaymeChief Revenue Officer
GrantClass A Common Stock 28,788 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-022906 · doc4a.xml · nonDerivative · entry 1

Mendal Jayme · CIK 0001744403 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,788

F1 · shares: Consists of shares of Class A Common Stock issuable under 28,788 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over four years from the grant date with the first installment scheduled to vest on September 28, 2018.

F2 · shares: The reporting person's Form 4 filed on July 2, 2018 incorrectly described the initial vesting date of the RSUs.

Read SEC document
June 28, 2018 Filed Aug 21, 2018 23:14 UTC Amendment
Auguste DarrylSee Remarks
GrantClass A Common Stock 28,788 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-022905 · doc4a.xml · nonDerivative · entry 1

Auguste Darryl · CIK 0001744445 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,788

F1 · shares: Consists of shares of Class A Common Stock issuable under 28,788 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over four years from the grant date with the first installment scheduled to vest on September 28, 2018.

F2 · shares: The reporting person's Form 4 filed on July 2, 2018 incorrectly described the initial vesting date of the RSUs.

Read SEC document
June 28, 2018 Filed Aug 21, 2018 23:08 UTC Amendment
Wagner John BrandonCFO and Treasurer
GrantClass A Common Stock 28,788 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-022900 · doc4a.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,788

F1 · shares: Consists of shares of Class A Common Stock issuable under 28,788 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over four years from the grant date with the first installment scheduled to vest on September 28, 2018.

F2 · shares: The reporting person's Form 4 filed on July 2, 2018 incorrectly described the initial vesting date of the RSUs.

Read SEC document
June 28, 2018 Filed Aug 21, 2018 23:12 UTC Amendment
Markette ShimritSenior VP, People Operations
GrantClass A Common Stock 16,528 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-022904 · doc4a.xml · nonDerivative · entry 1

Markette Shimrit · CIK 0001744416 · Senior VP, People Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,528

F1 · shares: Consists of shares of Class A Common Stock issuable under 16,528 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over four years from the grant date with the first installment scheduled to vest on September 28, 2018.

F2 · shares: The reporting person's Form 4 filed on July 2, 2018 incorrectly described the initial vesting date of the RSUs.

Read SEC document
June 28, 2018 Filed Aug 21, 2018 23:08 UTC Amendment
Revesz Tomas JrChief Technology Officer
GrantClass A Common Stock 640,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-022899 · doc4a.xml · nonDerivative · entry 1

Revesz Tomas Jr · CIK 0001744802 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 640,000

F1 · shares: Consists of shares of Class A Common Stock issuable under 640,000 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over seven years from the grant date with the first installment scheduled to vest on September 28, 2018.

F2 · shares: The reporting person's Form 4 filed on July 2, 2018 incorrectly described the initial vesting date of the RSUs.

Read SEC document
June 28, 2018 Filed Aug 21, 2018 23:05 UTC Amendment
Mason David WGeneral Counsel and Secretary
GrantClass A Common Stock 28,788 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-022896 · doc4a.xml · nonDerivative · entry 1

Mason David W · CIK 0001744907 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,788

F1 · shares: Consists of shares of Class A Common Stock issuable under 28,788 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over four years from the grant date with the first installment scheduled to vest on September 28, 2018.

F2 · shares: The reporting person's Form 4 filed on July 2, 2018 incorrectly described the initial vesting date of the RSUs.

Read SEC document
June 28, 2018 Filed Aug 21, 2018 23:04 UTC Amendment
Birnbaum SethDirector · President and CEO
GrantClass A Common Stock 640,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-022895 · doc4a.xml · nonDerivative · entry 1

Birnbaum Seth · CIK 0001744413 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 640,000

F1 · shares: Consists of shares of Class A Common Stock issuable under 640,000 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over seven years from the grant date with the first installment scheduled to vest on September 28, 2018.

F2 · shares: The reporting person's Form 4 filed on July 2, 2018 incorrectly described the initial vesting date of the RSUs.

Read SEC document
June 28, 2018 Filed Nov 19, 2018 23:47 UTC PurchaseClass A Common Stock 5,000 $90,000.00 $450,000,000.00
Disclosure

SEC source: 0001547654-18-000004 · primary_doc.xml · nonDerivative · entry 1

Abrams Zachary F · CIK 0001547654 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,245,936

F1 · balance_after: Includes direct ownership of shares and indirect beneficial ownership through pecuniary interest in Stratim Capital, LLC

F1 · ownership.direct: Includes direct ownership of shares and indirect beneficial ownership through pecuniary interest in Stratim Capital, LLC

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.