Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Stratim Cloud Acquisition Corp.SCAQ · Entity 115385 | Director · Chief Financial Officer · 10% owner | May 01, 2022 | May 03, 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.
Stratim Cloud Acquisition Corp.
Report date May 01, 2022 · Filed May 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B common stockSEC Table II · derivative / convertible security | IndirectSee Footnote | 5,664,500 |
Reported balance
After 2022-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-05-01 · Other · Acquired 12,500 · Balance 5,664,500 F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253174) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date. F2: On May 1, 2022, Laurence Katz, a former director of the issuer, forfeited 12,500 shares of the issuer's Class B common stock for no consideration to Stratim Cloud Acquisition, LLC (the "Sponsor"), pursuant to the terms of the Securities Assignment Agreement, dated August 27, 2020, between the Sponsor, Mr. Katz and the other parties thereto. F3: The reporting owner, Zachary Abrams, is on the board of managers that manages the Sponsor. As such, Mr. Abrams may be deemed to beneficially own shares held by the Sponsor by virtue of his shared control over the Sponsor. Mr. Abrams disclaims beneficial ownership of the shares held by the Sponsor, except to the extent of such person's pecuniary interest therein. |
| Class B common stockSEC Table II · derivative / convertible security | IndirectSee Footnote | 5,639,500 |
Reported balance
After 2022-05-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-05-01 · Other · Disposed 25,000 · Balance 5,639,500 F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253174) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date. F4: On May 1, 2022, the Sponsor assigned 25,000 shares of the issuer's Class B common stock to John Wagner, a director of the issuer, for an aggregate consideration of $86.96. F3: The reporting owner, Zachary Abrams, is on the board of managers that manages the Sponsor. As such, Mr. Abrams may be deemed to beneficially own shares held by the Sponsor by virtue of his shared control over the Sponsor. Mr. Abrams disclaims beneficial ownership of the shares held by the Sponsor, except to the extent of such person's pecuniary interest therein. |
| Class B common stockSEC Table II · derivative / convertible security | IndirectBy Forge Trust Company CFBO Zachary Abrams IRA845772 | 1,437,500 |
Reported balance
Holding disclosure · report date 2022-05-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,437,500 F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253174) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date. F5: Shares held by Forge Trust Company CFBO Zachary Abrams IRA845772, of which the reporting person is the beneficiary. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253174) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date.
F2: On May 1, 2022, Laurence Katz, a former director of the issuer, forfeited 12,500 shares of the issuer's Class B common stock for no consideration to Stratim Cloud Acquisition, LLC (the "Sponsor"), pursuant to the terms of the Securities Assignment Agreement, dated August 27, 2020, between the Sponsor, Mr. Katz and the other parties thereto.
F3: The reporting owner, Zachary Abrams, is on the board of managers that manages the Sponsor. As such, Mr. Abrams may be deemed to beneficially own shares held by the Sponsor by virtue of his shared control over the Sponsor. Mr. Abrams disclaims beneficial ownership of the shares held by the Sponsor, except to the extent of such person's pecuniary interest therein.
F4: On May 1, 2022, the Sponsor assigned 25,000 shares of the issuer's Class B common stock to John Wagner, a director of the issuer, for an aggregate consideration of $86.96.
F5: Shares held by Forge Trust Company CFBO Zachary Abrams IRA845772, of which the reporting person is the beneficiary.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EverQuote, Inc.
Report date December 31, 2018 · Filed January 06, 2020
Section 16 reporting ended · disclosed 2020-01-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectManaging Partner of Stratim Capital, LLC | 1,529,856 |
Reported balance
After 2019-12-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-12-31 · Conversion · Disposed 410,424 · Balance 1,529,856 F1: Conversion of Class B common stock to Class A common stock |
| Class A Common StockSEC Table I · non-derivative | IndirectManaging Partner of Stratim Capital, LLC | 1,529,856 |
Reported balance
After 2020-01-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-01-03 · Disposition to issuer · Disposed 410,424 · Balance 1,529,856 F3: Distribution of shares to limited partners |
| Class A Common StockSEC Table I · non-derivative | IndirectManaging Partner of Stratim Capital, LLC | 1,529,856 |
Reported balance
After 2019-12-31 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2019-12-31 · Conversion · Acquired 513,784 · Balance 1,529,856 F2: Received Class A shares upon conversion |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion of Class B common stock to Class A common stock
F2: Received Class A shares upon conversion
F3: Distribution of shares to limited partners
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 |
|---|---|---|---|---|---|---|
| May 01, 2022 Filed May 3, 2022 16:32 UTC | Stratim Cloud Acquisition Corp. SCAQ · Entity 115385 | OtherClass B common stock · Derivative | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-026745 · doc4.xml · derivative · entry 2 Abrams Zachary F · CIK 0001547654 · Director · Chief Financial Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,639,500 Underlying: Class A common stock · 25,000 shares Expires not disclosed F1 · derivative.exercise_price: As described in the issuer's registration statement on Form S-1 (File No. 333-253174) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date. F4 · kind: On May 1, 2022, the Sponsor assigned 25,000 shares of the issuer's Class B common stock to John Wagner, a director of the issuer, for an aggregate consideration of $86.96. F4 · price: On May 1, 2022, the Sponsor assigned 25,000 shares of the issuer's Class B common stock to John Wagner, a director of the issuer, for an aggregate consideration of $86.96. F1 · derivative.exercise_date: As described in the issuer's registration statement on Form S-1 (File No. 333-253174) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date. F1 · derivative.expiration_date: As described in the issuer's registration statement on Form S-1 (File No. 333-253174) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date. F3 · ownership.nature: The reporting owner, Zachary Abrams, is on the board of managers that manages the Sponsor. As such, Mr. Abrams may be deemed to beneficially own shares held by the Sponsor by virtue of his shared control over the Sponsor. Mr. Abrams disclaims beneficial ownership of the shares held by the Sponsor, except to the extent of such person's pecuniary interest therein. Read SEC document |
| May 01, 2022 Filed May 3, 2022 16:32 UTC | Stratim Cloud Acquisition Corp. SCAQ · Entity 115385 | OtherClass B common stock · Derivative | 12,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-026745 · doc4.xml · derivative · entry 1 Abrams Zachary F · CIK 0001547654 · Director · Chief Financial Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,664,500 Underlying: Class A common stock · 12,500 shares Expires not disclosed F1 · derivative.exercise_price: As described in the issuer's registration statement on Form S-1 (File No. 333-253174) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date. F2 · kind: On May 1, 2022, Laurence Katz, a former director of the issuer, forfeited 12,500 shares of the issuer's Class B common stock for no consideration to Stratim Cloud Acquisition, LLC (the "Sponsor"), pursuant to the terms of the Securities Assignment Agreement, dated August 27, 2020, between the Sponsor, Mr. Katz and the other parties thereto. F2 · price: On May 1, 2022, Laurence Katz, a former director of the issuer, forfeited 12,500 shares of the issuer's Class B common stock for no consideration to Stratim Cloud Acquisition, LLC (the "Sponsor"), pursuant to the terms of the Securities Assignment Agreement, dated August 27, 2020, between the Sponsor, Mr. Katz and the other parties thereto. F1 · derivative.exercise_date: As described in the issuer's registration statement on Form S-1 (File No. 333-253174) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date. F1 · derivative.expiration_date: As described in the issuer's registration statement on Form S-1 (File No. 333-253174) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date. F3 · ownership.nature: The reporting owner, Zachary Abrams, is on the board of managers that manages the Sponsor. As such, Mr. Abrams may be deemed to beneficially own shares held by the Sponsor by virtue of his shared control over the Sponsor. Mr. Abrams disclaims beneficial ownership of the shares held by the Sponsor, except to the extent of such person's pecuniary interest therein. Read SEC document |
| January 03, 2020 Filed Jan 6, 2020 19:36 UTC | EverQuote, Inc. EVER · Entity 2081 | Disposition to issuerClass A Common Stock | 410,424 | $35.15 | $14,427,224.45 |
DisclosureSEC source: 0001547654-20-000001 · primary_doc.xml · nonDerivative · entry 2 Abrams Zachary F · CIK 0001547654 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Managing Partner of Stratim Capital, LLC Disclosed balance after: 1,529,856 F3 · shares: Distribution of shares to limited partners Read SEC document |
| December 31, 2019 Filed Jan 6, 2020 19:36 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass A Common Stock | 513,784 | $35.15 | $18,060,535.17 |
DisclosureSEC source: 0001547654-20-000001 · primary_doc.xml · nonDerivative · entry 3 Abrams Zachary F · CIK 0001547654 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Managing Partner of Stratim Capital, LLC Disclosed balance after: 1,529,856 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 · kind: Received Class A shares upon conversion Read SEC document |
| December 31, 2019 Filed Jan 6, 2020 19:36 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B Common Stock | 410,424 | $35.15 | $14,427,224.45 |
DisclosureSEC source: 0001547654-20-000001 · primary_doc.xml · nonDerivative · entry 1 Abrams Zachary F · CIK 0001547654 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Managing Partner of Stratim Capital, LLC Disclosed balance after: 1,529,856 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 · shares: Conversion of Class B common stock to Class A common stock Read SEC document |
| November 14, 2019 Filed Nov 19, 2019 22:02 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 224,682 | $28.59 | $6,423,658.38 |
DisclosureSEC source: 0001547654-19-000005 · primary_doc.xml · nonDerivative · entry 1 Abrams Zachary F · CIK 0001547654 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Managing Partner of Stratim Capital, LLC Disclosed balance after: 1,741,280 Read SEC document |
| November 13, 2019 Filed Nov 14, 2019 19:24 UTC Amendment | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 109,340 | $29.58 | $3,234,277.20 |
DisclosureSEC source: 0001547654-19-000004 · primary_doc.xml · nonDerivative · entry 1 Abrams Zachary F · CIK 0001547654 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Managing Partner of Stratim Capital, LLC Disclosed balance after: 1,965,962 Read SEC document |
| November 13, 2019 Filed Nov 14, 2019 18:31 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 109,340 | $29.58 | $3,234,277.20 |
DisclosureSEC source: 0001547654-19-000003 · primary_doc.xml · nonDerivative · entry 5 Abrams Zachary F · CIK 0001547654 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Managing Partner of Stratim Capital, LLC Disclosed balance after: 1,965,962 Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 18:31 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 95,933 | $29.19 | $2,800,284.27 |
DisclosureSEC source: 0001547654-19-000003 · primary_doc.xml · nonDerivative · entry 4 Abrams Zachary F · CIK 0001547654 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Managing Partner of Stratim Capital, LLC Disclosed balance after: 2,075,302 Read SEC document |
| November 11, 2019 Filed Nov 14, 2019 18:31 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 105,045 | $30.26 | $3,178,661.70 |
DisclosureSEC source: 0001547654-19-000003 · primary_doc.xml · nonDerivative · entry 3 Abrams Zachary F · CIK 0001547654 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Managing Partner of Stratim Capital, LLC Disclosed balance after: 2,171,235 Read SEC document |
| November 08, 2019 Filed Nov 14, 2019 18:31 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 513,784 | $29.00 | $14,899,736.00 |
DisclosureSEC source: 0001547654-19-000003 · primary_doc.xml · nonDerivative · entry 2 Abrams Zachary F · CIK 0001547654 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Managing Partner of Stratim Capital, LLC Disclosed balance after: 2,276,280 F1 · kind: Acquired Class A common stock on conversion of Class B Common Stock Read SEC document |
| November 08, 2019 Filed Nov 14, 2019 18:31 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B Common Stock | 513,784 | $29.00 | $14,899,736.00 |
DisclosureSEC source: 0001547654-19-000003 · primary_doc.xml · nonDerivative · entry 1 Abrams Zachary F · CIK 0001547654 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Managing Partner of Stratim Capital, LLC Disclosed balance after: 2,276,280 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 · kind: Acquired Class A common stock on conversion of Class B Common Stock Read SEC document |
| December 31, 2018 Filed Apr 23, 2019 21:47 UTC | EverQuote, Inc. EVER · Entity 2081 | PurchaseClass A Common Stock | 10,000 | $41,796.00 | $417,960,000.00 |
DisclosureSEC source: 0001547654-19-000001 · primary_doc.xml · nonDerivative · entry 1 Abrams Zachary F · CIK 0001547654 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,324,876 Read SEC document |
| November 20, 2018 Filed Nov 20, 2018 22:48 UTC | EverQuote, Inc. EVER · Entity 2081 | PurchaseClass B Common Stock | 20,000 | $100,000.00 | $2,000,000,000.00 |
DisclosureSEC source: 0001547654-18-000005 · primary_doc.xml · nonDerivative · entry 1 Abrams Zachary F · CIK 0001547654 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,277,936 Read SEC document |
| September 05, 2018 Filed Nov 19, 2018 23:47 UTC | EverQuote, Inc. EVER · Entity 2081 | PurchaseClass A Common Stock | 12,000 | $216,000.00 | $2,592,000,000.00 |
DisclosureSEC source: 0001547654-18-000004 · primary_doc.xml · nonDerivative · entry 2 Abrams Zachary F · CIK 0001547654 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,257,936 F1 · balance_after: Includes direct ownership of shares and indirect beneficial ownership through pecuniary interest in Stratim Capital, LLC Read SEC document |
| June 28, 2018 Filed Nov 19, 2018 23:47 UTC | EverQuote, Inc. EVER · Entity 2081 | PurchaseClass A Common Stock | 5,000 | $90,000.00 | $450,000,000.00 |
DisclosureSEC 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.