Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverQuote, Inc.EVER · Entity 2081 | Chief Revenue Officer | August 09, 2022 | August 11, 2022 |
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.
EverQuote, Inc.
Report date August 09, 2022 · Filed August 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 37,275 |
Reported balance
After 2022-08-09 transaction · row 1
1 source rowRow 1 · 2022-08-09 · Sale · Disposed 466 · Balance 37,275 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 22, 2018 and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 6, 2022. The sales do not represent a discretionary trade by the reporting person. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.80 to $10.96, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 22, 2018 and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 6, 2022. The sales do not represent a discretionary trade by the reporting person.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.80 to $10.96, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4.
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 |
|---|---|---|---|---|---|---|
| August 09, 2022 Filed Aug 11, 2022 21:39 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 466 | $10.96 | $5,107.36 |
DisclosureSEC source: 0000899243-22-028400 · doc4.xml · nonDerivative · entry 1 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,275 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 22, 2018 and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 6, 2022. The sales do not represent a discretionary trade by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.80 to $10.96, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| February 08, 2022 Filed Feb 9, 2022 21:24 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 556 | $16.12 | $8,962.72 |
DisclosureSEC source: 0000899243-22-005423 · doc4.xml · nonDerivative · entry 1 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,741 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 22, 2018 and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on February 6, 2022. The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| November 16, 2021 Filed Nov 19, 2021 01:38 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 708 | $15.62 | $11,058.96 |
DisclosureSEC source: 0000899243-21-045324 · doc4.xml · nonDerivative · entry 1 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,297 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2021 and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on November 15, 2021. The sale does not represent a discretionary trade by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.62 to $15.80, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 22:48 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 462 | $14.62 | $6,754.44 |
DisclosureSEC source: 0000899243-21-044432 · doc4.xml · nonDerivative · entry 1 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,005 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 22, 2018 and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on November 6, 2021. The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| September 27, 2021 Filed Sep 29, 2021 20:58 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 405 | $0.00 Strike: $10.42 | $0.00 |
DisclosureSEC source: 0000899243-21-038195 · doc4.xml · derivative · entry 7 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 405 shares Expires 2028-04-30 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_date: The shares underlying the option became exercisable on December 31, 2019. Read SEC document |
| September 27, 2021 Filed Sep 29, 2021 20:58 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,262 | $0.00 Strike: $10.42 | $0.00 |
DisclosureSEC source: 0000899243-21-038195 · doc4.xml · derivative · entry 6 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,333 Underlying: Class A Common Stock · 6,262 shares Expires 2028-04-30 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_date: The shares underlying the option became or become exercisable in equal monthly installments over the 48 months following May 31, 2018. Read SEC document |
| September 27, 2021 Filed Sep 29, 2021 20:58 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $7.25 | $0.00 |
DisclosureSEC source: 0000899243-21-038195 · doc4.xml · derivative · entry 5 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 Underlying: Class A Common Stock · 6,000 shares Expires 2028-01-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The shares underlying the option vested and became exercisable as to 25% of the shares underlying the option on January 24, 2019 and became or become exercisable in equal monthly installments over the following 36 months. Read SEC document |
| September 27, 2021 Filed Sep 29, 2021 20:58 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 20,308 | $20.02 | $406,566.16 |
DisclosureSEC source: 0000899243-21-038195 · doc4.xml · nonDerivative · entry 4 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,467 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 25, 2021, as amended on August 13, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.00 to $20.13, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| September 27, 2021 Filed Sep 29, 2021 20:58 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 405 | $10.42 | $4,220.10 |
DisclosureSEC source: 0000899243-21-038195 · doc4.xml · nonDerivative · entry 3 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,775 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 |
| September 27, 2021 Filed Sep 29, 2021 20:58 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 6,262 | $10.42 | $65,250.04 |
DisclosureSEC source: 0000899243-21-038195 · doc4.xml · nonDerivative · entry 2 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,370 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 |
| September 27, 2021 Filed Sep 29, 2021 20:58 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 6,000 | $7.25 | $43,500.00 |
DisclosureSEC source: 0000899243-21-038195 · doc4.xml · nonDerivative · entry 1 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,108 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 |
| August 17, 2021 Filed Aug 19, 2021 22:26 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 21 | $18.98 | $398.58 |
DisclosureSEC source: 0000899243-21-033697 · doc4.xml · nonDerivative · entry 2 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,108 F1 · shares: The sale reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2021 and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 15, 2021. The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 22:26 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 705 | $19.17 | $13,514.85 |
DisclosureSEC source: 0000899243-21-033697 · doc4.xml · nonDerivative · entry 1 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,129 F1 · shares: The sale reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2021 and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 15, 2021. The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 20:06 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 463 | $23.96 | $11,093.48 |
DisclosureSEC source: 0000899243-21-032505 · doc4.xml · nonDerivative · entry 1 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,834 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 22, 2018 and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 8, 2021. The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| May 18, 2021 Filed May 20, 2021 21:26 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 684 | $30.29 | $20,718.36 |
DisclosureSEC source: 0000899243-21-020204 · doc4.xml · nonDerivative · entry 1 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,297 Read SEC document |
| May 07, 2021 Filed May 11, 2021 21:15 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 2,118 | $31.63 | $66,992.34 |
DisclosureSEC source: 0000899243-21-019110 · doc4.xml · nonDerivative · entry 2 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,981 F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 25, 2021. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.61 to $31.68, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| May 07, 2021 Filed May 11, 2021 21:15 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 455 | $31.24 | $14,214.20 |
DisclosureSEC source: 0000899243-21-019110 · doc4.xml · nonDerivative · entry 1 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,099 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 22, 2018 and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on May 6, 2021. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| February 23, 2021 Filed Mar 1, 2021 22:43 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 37,838 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-008665 · doc4.xml · nonDerivative · entry 1 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,554 F1 · shares: Consists of shares of Class A Common Stock issuable under 37,838 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. The vesting start date for the RSUs is February 15, 2021, and vest quarterly over a four year period. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 22:28 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 545 | $48.54 | $26,454.30 |
DisclosureSEC source: 0000899243-21-005953 · doc4.xml · nonDerivative · entry 1 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,716 F1 · shares: The sales reported in this Form 4 represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on November 6, 2020. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| November 09, 2020 Filed Nov 24, 2020 01:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,310 | $40.71 | $53,330.10 |
DisclosureSEC source: 0000899243-20-031977 · doc4.xml · nonDerivative · entry 3 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,261 Read SEC document |
| November 09, 2020 Filed Nov 24, 2020 01:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,787 | $39.35 | $70,318.45 |
DisclosureSEC source: 0000899243-20-031977 · doc4.xml · nonDerivative · entry 2 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,571 Read SEC document |
| November 09, 2020 Filed Nov 24, 2020 01:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,202 | $39.35 | $47,298.70 |
DisclosureSEC source: 0000899243-20-031977 · doc4.xml · nonDerivative · entry 1 Graham Nicholas · CIK 0001833226 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,358 F1 · shares: The sales reported in this Form 4 represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on November 6, 2020. The sales do not represent a discretionary trade by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.35 to $40.00, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.