Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverQuote, Inc.EVER · Entity 2081 | Director · President and CEO | October 13, 2020 | October 15, 2020 |
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 13, 2020 · Filed October 15, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 437,464 |
Ending reported balance
After 2020-10-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-10-13 · Sale · Disposed 14,722 · Balance 422,742 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 15, 2019, amended on November 15, 2019. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.50 to $40.89, 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. Row 2 · 2020-10-15 · Exercise / conversion · Acquired 14,722 · Balance 437,464 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.88 · Expires 2026-01-10 | Direct | 201,925 |
Reported balance
After 2020-10-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-10-15 · Disposition to issuer · Disposed 14,722 · Balance 201,925 F3: The reported transaction 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 January 11, 2016 and was exercisable for up to an aggregate total of 320,000 shares of Class B Common Stock, which shares vest over six years in seventy-two equal monthly installments with the first installment vested on December 31, 2015. 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 $6.88 · Expires 2026-01-10 | Direct | 14,722 |
Reported balance
After 2020-10-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-10-15 · Grant · Acquired 14,722 · Balance 14,722 F3: The reported transaction 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 January 11, 2016 and was exercisable for up to an aggregate total of 320,000 shares of Class B Common Stock, which shares vest over six years in seventy-two equal monthly installments with the first installment vested on December 31, 2015. 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 $6.88 · Expires 2026-01-10 | Direct | 0 |
Reported balance
After 2020-10-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-10-15 · Exercise / conversion · Disposed 14,722 · Balance 0 F3: The reported transaction 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 January 11, 2016 and was exercisable for up to an aggregate total of 320,000 shares of Class B Common Stock, which shares vest over six years in seventy-two equal monthly installments with the first installment vested on December 31, 2015. 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 15, 2019, amended on November 15, 2019.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.50 to $40.89, 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.
F3: The reported transaction 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 January 11, 2016 and was exercisable for up to an aggregate total of 320,000 shares of Class B Common Stock, which shares vest over six years in seventy-two equal monthly installments with the first installment vested on December 31, 2015. 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 |
|---|---|---|---|---|---|---|
| March 31, 2020 Filed Apr 2, 2020 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 293 | $23.72 | $6,949.96 |
DisclosureSEC source: 0000899243-20-010000 · doc4.xml · nonDerivative · entry 6 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 590,896 F6 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 7, 2019 and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on March 28, 2020. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 6,892 | $23.58 | $162,513.36 |
DisclosureSEC source: 0000899243-20-010000 · doc4.xml · nonDerivative · entry 5 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591,189 F6 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 7, 2019 and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on March 28, 2020. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 600 | $26.79 | $16,074.00 |
DisclosureSEC source: 0000899243-20-010000 · doc4.xml · nonDerivative · entry 4 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598,081 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 August 15, 2019, amended on November 15, 2019. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.77 to $26.84, 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 |
| March 31, 2020 Filed Apr 2, 2020 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 6,343 | $26.19 | $166,123.17 |
DisclosureSEC source: 0000899243-20-010000 · doc4.xml · nonDerivative · entry 3 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598,681 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 August 15, 2019, amended on November 15, 2019. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.77 to $26.75, 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 |
| March 31, 2020 Filed Apr 2, 2020 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 3,885 | $25.35 | $98,484.75 |
DisclosureSEC source: 0000899243-20-010000 · doc4.xml · nonDerivative · entry 2 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,024 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 August 15, 2019, amended on November 15, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.71 to $25.69, 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 |
| March 31, 2020 Filed Apr 2, 2020 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,107 | $24.25 | $26,844.75 |
DisclosureSEC source: 0000899243-20-010000 · doc4.xml · nonDerivative · entry 1 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,909 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 August 15, 2019, amended on November 15, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.58 to $24.47, 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 07, 2020 Filed Feb 12, 2020 00:37 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 100 | $42.59 | $4,259.00 |
DisclosureSEC source: 0000899243-20-004171 · doc4.xml · nonDerivative · entry 3 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610,016 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 August 15, 2019, amended on November 15, 2019. Read SEC document |
| February 07, 2020 Filed Feb 12, 2020 00:37 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 9,570 | $41.88 | $400,791.60 |
DisclosureSEC source: 0000899243-20-004171 · doc4.xml · nonDerivative · entry 2 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610,116 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 August 15, 2019, amended on November 15, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.51 to $42.41, 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 07, 2020 Filed Feb 12, 2020 00:37 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 9,930 | $41.11 | $408,222.30 |
DisclosureSEC source: 0000899243-20-004171 · doc4.xml · nonDerivative · entry 1 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619,686 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 August 15, 2019, amended on November 15, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.51 to $41.50, 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 |
| January 24, 2020 Filed Jan 24, 2020 23:59 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 400 | $40.54 | $16,216.00 |
DisclosureSEC source: 0000899243-20-001998 · doc4.xml · nonDerivative · entry 6 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629,616 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 August 15, 2019, amended on November 15, 2019. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.51 to $40.60, 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 |
| January 23, 2020 Filed Jan 24, 2020 23:59 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 534 | $39.71 | $21,205.14 |
DisclosureSEC source: 0000899243-20-001998 · doc4.xml · nonDerivative · entry 5 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 630,016 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 August 15, 2019, amended on November 15, 2019. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.40 to $40.10, 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 |
| January 23, 2020 Filed Jan 24, 2020 23:59 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,029 | $38.76 | $39,884.04 |
DisclosureSEC source: 0000899243-20-001998 · doc4.xml · nonDerivative · entry 4 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 630,550 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 August 15, 2019, amended on November 15, 2019. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.33 to $39.30, 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 |
| January 23, 2020 Filed Jan 24, 2020 23:59 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 479 | $37.85 | $18,130.15 |
DisclosureSEC source: 0000899243-20-001998 · doc4.xml · nonDerivative · entry 3 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 631,579 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 August 15, 2019, amended on November 15, 2019. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.30 to $38.29, 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 |
| January 22, 2020 Filed Jan 24, 2020 23:59 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 2,458 | $38.50 | $94,633.00 |
DisclosureSEC source: 0000899243-20-001998 · doc4.xml · nonDerivative · entry 2 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 632,058 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 August 15, 2019, amended on November 15, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.29 to $38.97, 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 |
| January 22, 2020 Filed Jan 24, 2020 23:59 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 5,500 | $37.79 | $207,845.00 |
DisclosureSEC source: 0000899243-20-001998 · doc4.xml · nonDerivative · entry 1 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 634,516 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 August 15, 2019, amended on November 15, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.26 to $38.23, 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 |
| January 02, 2020 Filed Jan 4, 2020 01:07 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 143 | $34.29 | $4,903.47 |
DisclosureSEC source: 0000899243-20-000375 · doc4.xml · nonDerivative · entry 5 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640,016 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 August 15, 2019. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.87 to $34.66, 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 |
| January 02, 2020 Filed Jan 4, 2020 01:07 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,427 | $33.10 | $47,233.70 |
DisclosureSEC source: 0000899243-20-000375 · doc4.xml · nonDerivative · entry 4 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640,159 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 August 15, 2019. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.83 to $33.77, 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 |
| December 31, 2019 Filed Jan 4, 2020 01:07 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 10,444 | $33.40 | $348,829.60 |
DisclosureSEC source: 0000899243-20-000375 · doc4.xml · nonDerivative · entry 3 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 641,586 F4 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 7, 2019 and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on December 28, 2019. The sales do not represent a discretionary trade by the reporting person. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.40 to $33.60, 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 |
| December 31, 2019 Filed Jan 4, 2020 01:07 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 10,963 | $34.67 | $380,087.21 |
DisclosureSEC source: 0000899243-20-000375 · doc4.xml · nonDerivative · entry 2 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 652,030 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 August 15, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.40 to $35.07, 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 |
| December 31, 2019 Filed Jan 4, 2020 01:07 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 10,137 | $33.90 | $343,644.30 |
DisclosureSEC source: 0000899243-20-000375 · doc4.xml · nonDerivative · entry 1 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 662,991 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 August 15, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.40 to $34.39, 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 26, 2019 Filed Nov 29, 2019 21:07 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B Common Stock · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-028302 · doc4.xml · derivative · entry 2 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,094 Underlying: Class A Common Stock · 50,000 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. F1 · 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. F1 · 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. F1 · 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 |
| November 26, 2019 Filed Nov 29, 2019 21:07 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-028302 · doc4.xml · nonDerivative · entry 1 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 673,128 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 |
| November 08, 2019 Filed Nov 9, 2019 01:25 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 4,500 | $30.35 | $136,575.00 |
DisclosureSEC source: 0000899243-19-027051 · doc4.xml · nonDerivative · entry 2 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 623,128 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 August 15, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.25 to $30.42, 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 06, 2019 Filed Nov 9, 2019 01:25 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 500 | $30.27 | $15,135.00 |
DisclosureSEC source: 0000899243-19-027051 · doc4.xml · nonDerivative · entry 1 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 627,628 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 August 15, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.25 to $30.30, 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 05, 2019 Filed Nov 5, 2019 23:16 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 10,000 | $26.66 | $266,600.00 |
DisclosureSEC source: 0000899243-19-026692 · doc4.xml · nonDerivative · entry 1 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628,128 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 August 15, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.40 to $27.00, 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 |
| October 02, 2019 Filed Oct 4, 2019 00:33 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 5,061 | $20.03 | $101,371.83 |
DisclosureSEC source: 0000899243-19-025018 · doc4.xml · nonDerivative · entry 3 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638,128 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 August 15, 2019. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.55 to $20.74, 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 |
| October 01, 2019 Filed Oct 4, 2019 00:33 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 20,392 | $20.91 | $426,396.72 |
DisclosureSEC source: 0000899243-19-025018 · doc4.xml · nonDerivative · entry 2 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 643,189 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 August 15, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.02 to $21.56, 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 |
| October 01, 2019 Filed Oct 4, 2019 00:33 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 10,419 | $20.91 | $217,861.29 |
DisclosureSEC source: 0000899243-19-025018 · doc4.xml · nonDerivative · entry 1 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 663,581 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 June 7, 2019 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. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.02 to $21.56, 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 28, 2019 Filed Mar 1, 2019 23:22 UTC | EverQuote, Inc. EVER · Entity 2081 | PurchaseClass A Common Stock | 34,000 | $7.57 | $257,380.00 |
DisclosureSEC source: 0000899243-19-005505 · doc4.xml · nonDerivative · entry 1 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 674,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purcahsed in multiple transactions at prices ranging from $7.48 to $7.73, 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 purcahsed at each separate price within the ranges set forth in this Form 4. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B Common Stock · Derivative | 291,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018959 · doc4.xml · derivative · entry 9 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,904 Underlying: Class A Common Stock · 291,200 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. F4 · 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. F4 · 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. F4 · 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. F4 · 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 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B Common Stock · Derivative | 274,012 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018959 · doc4.xml · derivative · entry 8 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 790,508 Underlying: Class A Common Stock · 274,012 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. F4 · 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. F4 · 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. F4 · 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. F4 · 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. F2 · ownership.nature: Consists of shares held by Cogo Labs, Inc., with respect to which Cogo Labs, Inc. has empowered Mr. Birnbaum and Mira Wilczek, acting together and not individually, to exercise investment power, which may be revoked by Cogo Labs, Inc. at any time. Mr. Birnbaum disclaims beneficial ownership of the shares owned directly by Cogo Labs, Inc. except to the extent of any pecuniary interest therein. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B Common Stock · Derivative | 1,064,520 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018959 · doc4.xml · derivative · entry 7 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,064,520 Underlying: Class A Common Stock · 1,064,520 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. F4 · 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. F4 · 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. F4 · 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. F4 · 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. F2 · ownership.nature: Consists of shares held by Cogo Labs, Inc., with respect to which Cogo Labs, Inc. has empowered Mr. Birnbaum and Mira Wilczek, acting together and not individually, to exercise investment power, which may be revoked by Cogo Labs, Inc. at any time. Mr. Birnbaum disclaims beneficial ownership of the shares owned directly by Cogo Labs, Inc. except to the extent of any pecuniary interest therein. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionSeries A Preferred Stock · Derivative | 133,065 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018959 · doc4.xml · derivative · entry 6 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class B Common Stock · 1,064,520 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 · derivative.exercise_price: The Series A Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series A Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date. F3 · derivative.exercise_date: The Series A Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series A Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date. F3 · derivative.expiration_date: The Series A Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series A Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date. F4 · 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. F2 · ownership.nature: Consists of shares held by Cogo Labs, Inc., with respect to which Cogo Labs, Inc. has empowered Mr. Birnbaum and Mira Wilczek, acting together and not individually, to exercise investment power, which may be revoked by Cogo Labs, Inc. at any time. Mr. Birnbaum disclaims beneficial ownership of the shares owned directly by Cogo Labs, Inc. except to the extent of any pecuniary interest therein. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 291,200 | $18.00 | $5,241,600.00 |
DisclosureSEC source: 0000899243-18-018959 · doc4.xml · nonDerivative · entry 5 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640,000 Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass A Common Stock | 291,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018959 · doc4.xml · nonDerivative · entry 4 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 931,200 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 |
| July 02, 2018 Filed Jul 2, 2018 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 274,012 | $18.00 | $4,932,216.00 |
DisclosureSEC source: 0000899243-18-018959 · doc4.xml · nonDerivative · entry 3 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · ownership.nature: Consists of shares held by Cogo Labs, Inc., with respect to which Cogo Labs, Inc. has empowered Mr. Birnbaum and Mira Wilczek, acting together and not individually, to exercise investment power, which may be revoked by Cogo Labs, Inc. at any time. Mr. Birnbaum disclaims beneficial ownership of the shares owned directly by Cogo Labs, Inc. except to the extent of any pecuniary interest therein. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass A Common Stock | 274,012 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018959 · doc4.xml · nonDerivative · entry 2 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 274,012 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 · ownership.nature: Consists of shares held by Cogo Labs, Inc., with respect to which Cogo Labs, Inc. has empowered Mr. Birnbaum and Mira Wilczek, acting together and not individually, to exercise investment power, which may be revoked by Cogo Labs, Inc. at any time. Mr. Birnbaum disclaims beneficial ownership of the shares owned directly by Cogo Labs, Inc. except to the extent of any pecuniary interest therein. Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 640,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018959 · doc4.xml · nonDerivative · entry 1 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 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 with the first installment vested on June 30, 2018. Read SEC document |
| June 28, 2018 Filed Aug 21, 2018 23:04 UTC Amendment | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 640,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-022895 · doc4a.xml · nonDerivative · entry 1 Birnbaum Seth · CIK 0001744413 · Director · President and CEO 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.