Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverQuote, Inc.EVER · Entity 2081 | Chief People Officer | October 01, 2021 | October 05, 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 October 01, 2021 · Filed October 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 46,218 |
Reported balance
After 2021-10-01 transaction · row 1
1 source rowRow 1 · 2021-10-01 · Sale · Disposed 265 · Balance 46,218 F1: 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 September 30, 2021. 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 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 September 30, 2021. 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 |
|---|---|---|---|---|---|---|
| October 01, 2021 Filed Oct 5, 2021 22:52 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 265 | $18.73 | $4,963.45 |
DisclosureSEC source: 0000899243-21-039291 · doc4.xml · nonDerivative · entry 1 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,218 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 September 30, 2021. The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 22:28 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 3 | $18.98 | $56.94 |
DisclosureSEC source: 0000899243-21-033698 · doc4.xml · nonDerivative · entry 4 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,483 F2 · shares: The sale reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2020 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 22:28 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 108 | $19.17 | $2,070.36 |
DisclosureSEC source: 0000899243-21-033698 · doc4.xml · nonDerivative · entry 3 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,486 F2 · shares: The sale reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2020 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 22:28 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 46 | $18.99 | $873.54 |
DisclosureSEC source: 0000899243-21-033698 · doc4.xml · nonDerivative · entry 2 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,594 F1 · shares: The sale reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2019 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 22:28 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,534 | $19.17 | $29,406.78 |
DisclosureSEC source: 0000899243-21-033698 · doc4.xml · nonDerivative · entry 1 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,640 F1 · shares: The sale reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2019 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 |
| May 18, 2021 Filed May 20, 2021 21:21 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 104 | $30.29 | $3,150.16 |
DisclosureSEC source: 0000899243-21-020195 · doc4.xml · nonDerivative · entry 1 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,174 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 May 18, 2020, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on May 15, 2021. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 22:48 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 14,286 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-010707 · doc4.xml · nonDerivative · entry 1 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,278 F1 · balance_after: Consists of shares of Class A Common Stock issuable under 14,286 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 January 1, 2021. The RSUs are scheduled to vest quarterly over four years. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:34 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 8,000 | $50.00 | $400,000.00 |
DisclosureSEC source: 0000899243-21-008650 · doc4.xml · nonDerivative · entry 1 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,992 Read SEC document |
| February 18, 2021 Filed Feb 23, 2021 00:21 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,860 | $47.85 | $89,001.00 |
DisclosureSEC source: 0000899243-21-007638 · doc4.xml · nonDerivative · entry 1 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,992 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 8, 2019, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on February 15, 2021. 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 $47.42 to $47.85, 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 |
| November 17, 2020 Filed Nov 19, 2020 22:16 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 109 | $38.66 | $4,213.94 |
DisclosureSEC source: 0000899243-20-031670 · doc4.xml · nonDerivative · entry 1 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,852 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 8, 2019, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 15, 2020. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| August 18, 2020 Filed Aug 22, 2020 01:59 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 109 | $39.52 | $4,307.68 |
DisclosureSEC source: 0000899243-20-023253 · doc4.xml · nonDerivative · entry 2 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,961 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 May 18, 2020, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 15, 2020. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| August 18, 2020 Filed Aug 22, 2020 01:59 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,554 | $39.52 | $61,414.08 |
DisclosureSEC source: 0000899243-20-023253 · doc4.xml · nonDerivative · entry 1 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,070 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 8, 2019, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 15, 2020. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| May 18, 2020 Filed May 21, 2020 00:57 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 104 | $49.15 | $5,111.60 |
DisclosureSEC source: 0000899243-20-013796 · doc4.xml · nonDerivative · entry 1 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,624 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 8, 2019, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on May 15, 2020. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 01:23 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 9,586 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-005676 · doc4.xml · nonDerivative · entry 1 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,780 F1 · balance_after: Consists of shares of Class A Common Stock issuable under 9,586 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, 2020. The RSUs are scheduled to vest as follows: (1) equal quarterly installments from the vesting start date until the first anniversary of the vesting start date, at which point 15% of the RSUs will have vested; (2) equal quarterly installments from the first anniversary of the vesting start date until the second anniversary of the vesting start date, at which point an additional 15% of the RSUs will have vested; F2 · balance_after: (Continued from footnote 1) (3) equal quarterly installments from the second anniversary of the vesting start date until the third anniversary of the vesting start date, at which point an additional 30% of the RSUs will have vested; and (4) equal quarterly installments from the third anniversary of the vesting start date until the fourth anniversary of the vesting start date, at which point an additional 40% of the RSUs will have vested and the RSUs will have vested in full. Read SEC document |
| February 19, 2020 Filed Mar 3, 2020 00:59 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 3,400 | $38.00 | $129,200.00 |
DisclosureSEC source: 0000899243-20-006623 · doc4.xml · nonDerivative · entry 2 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,728 F2 · shares: These shares were omitted from the reporting person's Form 4 filed on February 24, 2020 (the "February 24 Form 4"). The amounts in column 5 reflect both the transactions reported in this Form 4 as well as the transaction reported in the February 24 Form 4. F2 · balance_after: These shares were omitted from the reporting person's Form 4 filed on February 24, 2020 (the "February 24 Form 4"). The amounts in column 5 reflect both the transactions reported in this Form 4 as well as the transaction reported in the February 24 Form 4. Read SEC document |
| February 19, 2020 Filed Mar 3, 2020 00:59 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,652 | $42.80 | $70,705.60 |
DisclosureSEC source: 0000899243-20-006623 · doc4.xml · nonDerivative · entry 1 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,128 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 8, 2019 and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on February 15, 2020. The sales do not represent a discretionary trade by the reporting person. F2 · shares: These shares were omitted from the reporting person's Form 4 filed on February 24, 2020 (the "February 24 Form 4"). The amounts in column 5 reflect both the transactions reported in this Form 4 as well as the transaction reported in the February 24 Form 4. F2 · balance_after: These shares were omitted from the reporting person's Form 4 filed on February 24, 2020 (the "February 24 Form 4"). The amounts in column 5 reflect both the transactions reported in this Form 4 as well as the transaction reported in the February 24 Form 4. Read SEC document |
| October 29, 2019 Filed Jan 28, 2020 21:22 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 41,194 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-002217 · doc4.xml · nonDerivative · entry 1 Neumeier Elyse · CIK 0001789475 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,194 F1 · shares: Consists of shares of Class A Common Stock issuable under 41,194 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 semi-annual installments over four years with the first installment vested on February 15, 2020. 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.