Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverQuote, Inc.EVER · Entity 2081 | Chief Architect | March 29, 2022 | April 05, 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 March 29, 2022 · Filed April 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 460,409 |
Reported balance
After 2022-03-29 transaction · row 1
1 source rowRow 1 · 2022-03-29 · Sale · Disposed 7,119 · Balance 460,409 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 8, 2019 and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on March 29, 2022. The sale does not represent a discretionary trade by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 8, 2019 and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on March 29, 2022. The sale does not represent a discretionary trade by the reporting person.
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 |
|---|---|---|---|---|---|---|
| July 02, 2018 Filed Jul 2, 2018 21:01 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B Common Stock · Derivative | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018962 · doc4.xml · derivative · entry 4 Revesz Tomas Jr · CIK 0001744802 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,520 Underlying: Class A Common Stock · 120,000 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. 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 shares 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 shares 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 shares 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 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 | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 120,000 | $18.00 | $2,160,000.00 |
DisclosureSEC source: 0000899243-18-018962 · doc4.xml · nonDerivative · entry 3 Revesz Tomas Jr · CIK 0001744802 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640,000 Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:01 UTC | EverQuote, Inc. EVER · Entity 2081 | 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 |
| June 28, 2018 Filed Jul 2, 2018 21:01 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 640,000 | $0.00 | $0.00 |
DisclosureSEC 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 Aug 21, 2018 23:08 UTC Amendment | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 640,000 | $0.00 | $0.00 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.