Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverQuote, Inc.EVER · Entity 2081 | SVP, People Operations | May 07, 2019 | May 09, 2019 |
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 May 07, 2019 · Filed May 09, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 79,312 |
Reported balance
After 2019-05-07 transaction · row 1
1 source rowRow 1 · 2019-05-07 · Sale · Disposed 488 · Balance 79,312 F1: 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 May 6, 2019. The sales do not represent a discretionary trade by the reporting person. |
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 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 May 6, 2019. The sales do 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 |
|---|---|---|---|---|---|---|
| May 07, 2019 Filed May 9, 2019 20:47 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 488 | $10.00 | $4,880.00 |
DisclosureSEC source: 0000899243-19-012804 · doc4.xml · nonDerivative · entry 1 Markette Shimrit · CIK 0001744416 · SVP, People Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,312 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 May 6, 2019. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| April 30, 2019 Filed May 2, 2019 22:20 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 876 | $8.99 | $7,875.24 |
DisclosureSEC source: 0000899243-19-011889 · doc4.xml · nonDerivative · entry 1 Markette Shimrit · CIK 0001744416 · SVP, People Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,800 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 April 30, 2019. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| April 03, 2019 Filed Apr 4, 2019 22:33 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,420 | $7.95 | $11,289.00 |
DisclosureSEC source: 0000899243-19-010026 · doc4.xml · nonDerivative · entry 2 Markette Shimrit · CIK 0001744416 · SVP, People Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,676 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 22:33 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 4,132 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-010026 · doc4.xml · nonDerivative · entry 1 Markette Shimrit · CIK 0001744416 · SVP, People Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,096 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 01:13 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 370 | $7.40 | $2,738.00 |
DisclosureSEC source: 0000899243-19-009469 · doc4.xml · nonDerivative · entry 1 Markette Shimrit · CIK 0001744416 · SVP, People Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,964 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 March 28, 2019. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| February 07, 2019 Filed Feb 8, 2019 00:51 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 562 | $5.58 | $3,135.96 |
DisclosureSEC source: 0000899243-19-002925 · doc4.xml · nonDerivative · entry 2 Markette Shimrit · CIK 0001744416 · SVP, People Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,334 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 rescted stock units on February 6, 2019. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| February 01, 2019 Filed Feb 8, 2019 00:51 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 880 | $5.58 | $4,910.40 |
DisclosureSEC source: 0000899243-19-002925 · doc4.xml · nonDerivative · entry 1 Markette Shimrit · CIK 0001744416 · SVP, People Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,896 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 January 31, 2019. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 22:49 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,752 | $4.30 | $7,533.60 |
DisclosureSEC source: 0000899243-19-000311 · doc4.xml · nonDerivative · entry 1 Markette Shimrit · CIK 0001744416 · SVP, People Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,776 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 |
| November 06, 2018 Filed Dec 26, 2018 22:22 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-031721 · doc4.xml · nonDerivative · entry 1 Markette Shimrit · CIK 0001744416 · SVP, People Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,528 F1 · shares: Consists of shares of Class A Common Stock issuable under 25,000 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 four years from the grant date with the first installment scheduled to vest on February 9, 2019. Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 21:01 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 16,528 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018963 · doc4.xml · nonDerivative · entry 1 Markette Shimrit · CIK 0001744416 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,528 F1 · shares: Consists of shares of Class A Common Stock issuable under 16,528 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 with the first installment vested on June 30, 2018. Read SEC document |
| June 28, 2018 Filed Aug 21, 2018 23:12 UTC Amendment | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 16,528 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-022904 · doc4a.xml · nonDerivative · entry 1 Markette Shimrit · CIK 0001744416 · Senior VP, People Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,528 F1 · shares: Consists of shares of Class A Common Stock issuable under 16,528 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.