Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CarGurus, Inc.
Report date October 16, 2017 · Filed October 16, 2017
Section 16 reporting ended · disclosed 2017-10-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 63,882 |
Reported balance
After 2017-10-16 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2017-10-16 · Conversion · Acquired 63,882 · Balance 63,882 |
| Class A Common StockSEC Table I · non-derivative | Direct | 4,802,155 |
Reported balance
After 2017-10-16 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2017-10-16 · Conversion · Acquired 4,802,155 · Balance 4,802,155 |
| Class A Common StockSEC Table I · non-derivative | Direct | 813,564 |
Reported balance
After 2017-10-16 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2017-10-16 · Conversion · Acquired 813,564 · Balance 813,564 |
| Series A Preferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-10-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-10-16 · Conversion · Disposed 10,647 · Balance 0 F1: Disclosure of conversion: each share of Series A Preferred Stock converted into 6.0000023 shares of Class A Common Stock, without payment or consideration. Each share of Series B Preferred Stock converted into 6.0000015 shares of Class A Common Stock, without payment or consideration. Each share of Series C Preferred Stock converted into 6 shares of Class A Common Stock, without payment or consideration. F3: Pursuant to Instruction 4(c)(iii) of Form 4, this response has been left blank. F2: All of the Issuer's preferred stock was converted into Class A Common Stock upon the closing of its IPO. Following such conversion and issuance of additional shares in connection with the Issuer's IPO, Allen & Company LLC is the beneficial owner of less than 10% of the Issuer's outstanding Class A Common Stock. |
| Series B Preferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-10-16 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-10-16 · Conversion · Disposed 800,359 · Balance 0 F1: Disclosure of conversion: each share of Series A Preferred Stock converted into 6.0000023 shares of Class A Common Stock, without payment or consideration. Each share of Series B Preferred Stock converted into 6.0000015 shares of Class A Common Stock, without payment or consideration. Each share of Series C Preferred Stock converted into 6 shares of Class A Common Stock, without payment or consideration. F3: Pursuant to Instruction 4(c)(iii) of Form 4, this response has been left blank. F2: All of the Issuer's preferred stock was converted into Class A Common Stock upon the closing of its IPO. Following such conversion and issuance of additional shares in connection with the Issuer's IPO, Allen & Company LLC is the beneficial owner of less than 10% of the Issuer's outstanding Class A Common Stock. |
| Series C Preferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-10-16 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-10-16 · Conversion · Disposed 135,594 · Balance 0 F1: Disclosure of conversion: each share of Series A Preferred Stock converted into 6.0000023 shares of Class A Common Stock, without payment or consideration. Each share of Series B Preferred Stock converted into 6.0000015 shares of Class A Common Stock, without payment or consideration. Each share of Series C Preferred Stock converted into 6 shares of Class A Common Stock, without payment or consideration. F3: Pursuant to Instruction 4(c)(iii) of Form 4, this response has been left blank. F2: All of the Issuer's preferred stock was converted into Class A Common Stock upon the closing of its IPO. Following such conversion and issuance of additional shares in connection with the Issuer's IPO, Allen & Company LLC is the beneficial owner of less than 10% of the Issuer's outstanding Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disclosure of conversion: each share of Series A Preferred Stock converted into 6.0000023 shares of Class A Common Stock, without payment or consideration. Each share of Series B Preferred Stock converted into 6.0000015 shares of Class A Common Stock, without payment or consideration. Each share of Series C Preferred Stock converted into 6 shares of Class A Common Stock, without payment or consideration.
F2: All of the Issuer's preferred stock was converted into Class A Common Stock upon the closing of its IPO. Following such conversion and issuance of additional shares in connection with the Issuer's IPO, Allen & Company LLC is the beneficial owner of less than 10% of the Issuer's outstanding Class A Common Stock.
F3: Pursuant to Instruction 4(c)(iii) of Form 4, this response has been left blank.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 16, 2017 Filed Oct 16, 2017 21:56 UTC | CarGurus, Inc. CARG · Entity 4203 | ConversionSeries C Preferred Stock · Derivative | 135,594 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-024273 · doc4.xml · derivative · entry 6 Allen & CO LLC · CIK 0001303053 · Former 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 813,564 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: Disclosure of conversion: each share of Series A Preferred Stock converted into 6.0000023 shares of Class A Common Stock, without payment or consideration. Each share of Series B Preferred Stock converted into 6.0000015 shares of Class A Common Stock, without payment or consideration. Each share of Series C Preferred Stock converted into 6 shares of Class A Common Stock, without payment or consideration. F3 · price: Pursuant to Instruction 4(c)(iii) of Form 4, this response has been left blank. F1 · derivative.exercise_date: Disclosure of conversion: each share of Series A Preferred Stock converted into 6.0000023 shares of Class A Common Stock, without payment or consideration. Each share of Series B Preferred Stock converted into 6.0000015 shares of Class A Common Stock, without payment or consideration. Each share of Series C Preferred Stock converted into 6 shares of Class A Common Stock, without payment or consideration. F1 · derivative.expiration_date: Disclosure of conversion: each share of Series A Preferred Stock converted into 6.0000023 shares of Class A Common Stock, without payment or consideration. Each share of Series B Preferred Stock converted into 6.0000015 shares of Class A Common Stock, without payment or consideration. Each share of Series C Preferred Stock converted into 6 shares of Class A Common Stock, without payment or consideration. F2 · derivative.underlying_shares: All of the Issuer's preferred stock was converted into Class A Common Stock upon the closing of its IPO. Following such conversion and issuance of additional shares in connection with the Issuer's IPO, Allen & Company LLC is the beneficial owner of less than 10% of the Issuer's outstanding Class A Common Stock. Read SEC document |
| October 16, 2017 Filed Oct 16, 2017 21:56 UTC | CarGurus, Inc. CARG · Entity 4203 | ConversionSeries B Preferred Stock · Derivative | 800,359 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-024273 · doc4.xml · derivative · entry 5 Allen & CO LLC · CIK 0001303053 · Former 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,802,155 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: Disclosure of conversion: each share of Series A Preferred Stock converted into 6.0000023 shares of Class A Common Stock, without payment or consideration. Each share of Series B Preferred Stock converted into 6.0000015 shares of Class A Common Stock, without payment or consideration. Each share of Series C Preferred Stock converted into 6 shares of Class A Common Stock, without payment or consideration. F3 · price: Pursuant to Instruction 4(c)(iii) of Form 4, this response has been left blank. F1 · derivative.exercise_date: Disclosure of conversion: each share of Series A Preferred Stock converted into 6.0000023 shares of Class A Common Stock, without payment or consideration. Each share of Series B Preferred Stock converted into 6.0000015 shares of Class A Common Stock, without payment or consideration. Each share of Series C Preferred Stock converted into 6 shares of Class A Common Stock, without payment or consideration. F1 · derivative.expiration_date: Disclosure of conversion: each share of Series A Preferred Stock converted into 6.0000023 shares of Class A Common Stock, without payment or consideration. Each share of Series B Preferred Stock converted into 6.0000015 shares of Class A Common Stock, without payment or consideration. Each share of Series C Preferred Stock converted into 6 shares of Class A Common Stock, without payment or consideration. F2 · derivative.underlying_shares: All of the Issuer's preferred stock was converted into Class A Common Stock upon the closing of its IPO. Following such conversion and issuance of additional shares in connection with the Issuer's IPO, Allen & Company LLC is the beneficial owner of less than 10% of the Issuer's outstanding Class A Common Stock. Read SEC document |
| October 16, 2017 Filed Oct 16, 2017 21:56 UTC | CarGurus, Inc. CARG · Entity 4203 | ConversionSeries A Preferred Stock · Derivative | 10,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-024273 · doc4.xml · derivative · entry 4 Allen & CO LLC · CIK 0001303053 · Former 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 63,882 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: Disclosure of conversion: each share of Series A Preferred Stock converted into 6.0000023 shares of Class A Common Stock, without payment or consideration. Each share of Series B Preferred Stock converted into 6.0000015 shares of Class A Common Stock, without payment or consideration. Each share of Series C Preferred Stock converted into 6 shares of Class A Common Stock, without payment or consideration. F3 · price: Pursuant to Instruction 4(c)(iii) of Form 4, this response has been left blank. F1 · derivative.exercise_date: Disclosure of conversion: each share of Series A Preferred Stock converted into 6.0000023 shares of Class A Common Stock, without payment or consideration. Each share of Series B Preferred Stock converted into 6.0000015 shares of Class A Common Stock, without payment or consideration. Each share of Series C Preferred Stock converted into 6 shares of Class A Common Stock, without payment or consideration. F1 · derivative.expiration_date: Disclosure of conversion: each share of Series A Preferred Stock converted into 6.0000023 shares of Class A Common Stock, without payment or consideration. Each share of Series B Preferred Stock converted into 6.0000015 shares of Class A Common Stock, without payment or consideration. Each share of Series C Preferred Stock converted into 6 shares of Class A Common Stock, without payment or consideration. F2 · derivative.underlying_shares: All of the Issuer's preferred stock was converted into Class A Common Stock upon the closing of its IPO. Following such conversion and issuance of additional shares in connection with the Issuer's IPO, Allen & Company LLC is the beneficial owner of less than 10% of the Issuer's outstanding Class A Common Stock. Read SEC document |
| October 16, 2017 Filed Oct 16, 2017 21:56 UTC | CarGurus, Inc. CARG · Entity 4203 | ConversionClass A Common Stock | 813,564 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-024273 · doc4.xml · nonDerivative · entry 3 Allen & CO LLC · CIK 0001303053 · Former 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 813,564 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 |
| October 16, 2017 Filed Oct 16, 2017 21:56 UTC | CarGurus, Inc. CARG · Entity 4203 | ConversionClass A Common Stock | 4,802,155 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-024273 · doc4.xml · nonDerivative · entry 2 Allen & CO LLC · CIK 0001303053 · Former 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,802,155 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 |
| October 16, 2017 Filed Oct 16, 2017 21:56 UTC | CarGurus, Inc. CARG · Entity 4203 | ConversionClass A Common Stock | 63,882 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-024273 · doc4.xml · nonDerivative · entry 1 Allen & CO LLC · CIK 0001303053 · Former 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,882 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.