Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverQuote, Inc.EVER · Entity 2081 | Chief Information Officer | November 05, 2021 | November 08, 2021 |
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 November 05, 2021 · Filed November 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 91,402 |
Reported balance
After 2021-11-05 transaction · row 1
1 source rowRow 1 · 2021-11-05 · Exercise / conversion · Acquired 38,856 · Balance 91,402 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.42 · Expires 2022-04-04 | Direct | 0 |
Reported balance
After 2021-11-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-11-05 · Disposition to issuer · Disposed 38,856 · Balance 0 F1: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 4, 2012 and was exercisable for up to an aggregate total of 278,040 shares of Class B Common Stock, which shares fully vested as of January 31, 2016. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.42 · Expires 2022-04-04 | Direct | 38,856 |
Reported balance
After 2021-11-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-11-05 · Grant · Acquired 38,856 · Balance 38,856 F1: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 4, 2012 and was exercisable for up to an aggregate total of 278,040 shares of Class B Common Stock, which shares fully vested as of January 31, 2016. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.42 · Expires 2022-04-04 | Direct | 0 |
Reported balance
After 2021-11-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-11-05 · Exercise / conversion · Disposed 38,856 · Balance 0 F1: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 4, 2012 and was exercisable for up to an aggregate total of 278,040 shares of Class B Common Stock, which shares fully vested as of January 31, 2016. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 4, 2012 and was exercisable for up to an aggregate total of 278,040 shares of Class B Common Stock, which shares fully vested as of January 31, 2016. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.
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 |
|---|---|---|---|---|---|---|
| November 08, 2019 Filed Nov 9, 2019 01:24 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-027050 · doc4.xml · nonDerivative · entry 1 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,961 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 01, 2019 Filed Oct 4, 2019 00:35 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 153 | $20.81 | $3,183.93 |
DisclosureSEC source: 0000899243-19-025021 · doc4.xml · nonDerivative · entry 1 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,961 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 30, 2018 and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on September 28, 2019. 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 $20.30 to $20.82, 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 |
| July 01, 2019 Filed Jul 3, 2019 23:34 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 159 | $13.00 | $2,067.00 |
DisclosureSEC source: 0000899243-19-019213 · doc4.xml · nonDerivative · entry 1 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,114 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, 20, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on June 28, 2019. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| May 10, 2019 Filed May 14, 2019 22:31 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $0.42 | $0.00 |
DisclosureSEC source: 0000899243-19-013495 · doc4.xml · derivative · entry 5 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,000 shares Expires 2022-04-04 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 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 4, 2012 and was exercisable for up to an aggregate total of 278,040 shares of Class B Common Stock, which shares fully vested as of January 31, 2016. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. Read SEC document |
| May 10, 2019 Filed May 14, 2019 22:31 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantEmployee Stock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $0.42 | $0.00 |
DisclosureSEC source: 0000899243-19-013495 · doc4.xml · derivative · entry 4 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Class A Common Stock · 12,000 shares Expires 2022-04-04 F2 · kind: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 4, 2012 and was exercisable for up to an aggregate total of 278,040 shares of Class B Common Stock, which shares fully vested as of January 31, 2016. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. F2 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 4, 2012 and was exercisable for up to an aggregate total of 278,040 shares of Class B Common Stock, which shares fully vested as of January 31, 2016. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. Read SEC document |
| May 10, 2019 Filed May 14, 2019 22:31 UTC | EverQuote, Inc. EVER · Entity 2081 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $0.42 | $0.00 |
DisclosureSEC source: 0000899243-19-013495 · doc4.xml · derivative · entry 3 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,856 Underlying: Class B Common Stock · 12,000 shares Expires 2022-04-04 F2 · kind: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 4, 2012 and was exercisable for up to an aggregate total of 278,040 shares of Class B Common Stock, which shares fully vested as of January 31, 2016. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. F2 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 4, 2012 and was exercisable for up to an aggregate total of 278,040 shares of Class B Common Stock, which shares fully vested as of January 31, 2016. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. Read SEC document |
| May 10, 2019 Filed May 14, 2019 22:31 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 12,000 | $10.19 | $122,280.00 |
DisclosureSEC source: 0000899243-19-013495 · doc4.xml · nonDerivative · entry 2 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,273 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.15 to $10.22, 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 10, 2019 Filed May 14, 2019 22:31 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-013495 · doc4.xml · nonDerivative · entry 1 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,273 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 |
| April 03, 2019 Filed Apr 4, 2019 22:32 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 712 | $7.95 | $5,660.40 |
DisclosureSEC source: 0000899243-19-010024 · doc4.xml · nonDerivative · entry 2 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,273 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 November, 20, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in performance stock units on April 1, 2019. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| April 01, 2019 Filed Apr 4, 2019 22:32 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 2,066 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-010024 · doc4.xml · nonDerivative · entry 1 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,985 F1 · price: The shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance share units. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 01:03 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 187 | $7.40 | $1,383.80 |
DisclosureSEC source: 0000899243-19-009453 · doc4.xml · nonDerivative · entry 1 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,919 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, 20, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on March 28, 2019. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 22:46 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 158 | $4.30 | $679.40 |
DisclosureSEC source: 0000899243-19-000308 · doc4.xml · nonDerivative · entry 1 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,106 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, 20, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in rescted stock units on December 28, 2018. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:02 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018966 · doc4.xml · derivative · entry 6 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 20,000 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. F3 · 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. F3 · 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. F3 · 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. F3 · 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 21:02 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018966 · doc4.xml · derivative · entry 5 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 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. F3 · 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. F3 · 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. F3 · 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. F3 · 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 21:02 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $0.42 | $0.00 |
DisclosureSEC source: 0000899243-18-018966 · doc4.xml · derivative · entry 4 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,856 Underlying: Class B Common Stock · 20,000 shares Expires 2022-04-04 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 · derivative.exercise_date: This option was granted on January 11, 2016. The shares underlying the option are scheduled to vest over six years in seventy-two equal monthly installments with the first installment vested on February 29, 2016. F3 · 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 shares and at the holder's election and has no expiration date. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:02 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 20,000 | $18.00 | $360,000.00 |
DisclosureSEC source: 0000899243-18-018966 · doc4.xml · nonDerivative · entry 3 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,264 Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:02 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018966 · doc4.xml · nonDerivative · entry 2 Suzuki Eugene · CIK 0001744443 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,264 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 21:02 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 8,264 | $0.00 | $0.00 |
DisclosureSEC 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 Aug 21, 2018 23:16 UTC Amendment | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 8,264 | $0.00 | $0.00 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.