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person · Reporting owner

Considine Jeffrey Mee Choy

Disclosed activity across 1 company

Tapewire entity
160988
SEC CIK
0001744722

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Reported relationships

Latest disclosed role at each company.

No relationships currently tracked through insider filings.

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.

No balances currently tracked through insider filings.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

EverQuote, Inc.

Report date January 07, 2019 · Filed January 17, 2019

Section 16 reporting ended · disclosed 2019-01-17. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect136,544 Reported balance After 2019-01-07 transaction · row 1
1 source row

Row 1 · 2019-01-07 · Conversion · Acquired 136,544 · Balance 136,544

F3: Confirmation of transaction was delayed until 01/15/2019 due to difficulty with transfer agent.

Class B (Convertible) Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2030-12-31Direct0 Reported balance After 2019-01-07 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2019-01-07 · Conversion · Acquired 136,544 · Balance 0

F1: Certificate dated 07/02/2018. Shares originally acquired in 2011.

F2: No expiration date on Class B (Convertible) Common Stock.

Filing footnotes · ownership attribution and instrument terms

F1: Certificate dated 07/02/2018. Shares originally acquired in 2011.

F2: No expiration date on Class B (Convertible) Common Stock.

F3: Confirmation of transaction was delayed until 01/15/2019 due to difficulty with transfer agent.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
January 07, 2019 Filed Jan 17, 2019 19:53 UTC EverQuote, Inc. EVER · Entity 2081 ConversionClass B (Convertible) Common Stock · Derivative 136,544 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001744722-19-000001 · primary_doc.xml · derivative · entry 2

Considine Jeffrey Mee Choy · CIK 0001744722 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 136,544 shares

Expires 2030-12-31

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_date: Certificate dated 07/02/2018. Shares originally acquired in 2011.

F2 · derivative.expiration_date: No expiration date on Class B (Convertible) Common Stock.

Read SEC document
January 07, 2019 Filed Jan 17, 2019 19:53 UTC EverQuote, Inc. EVER · Entity 2081 ConversionClass A Common Stock 136,544 $0.00 $0.00
Disclosure

SEC source: 0001744722-19-000001 · primary_doc.xml · nonDerivative · entry 1

Considine Jeffrey Mee Choy · CIK 0001744722 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 136,544

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 · date: Confirmation of transaction was delayed until 01/15/2019 due to difficulty with transfer agent.

Read SEC document
July 02, 2018 Filed Jul 3, 2018 22:09 UTC EverQuote, Inc. EVER · Entity 2081 ConversionClass B (convertible) Common Stock · Derivative 24,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-019300 · doc4.xml · derivative · entry 3

Considine Jeffrey Mee Choy · CIK 0001744722 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 136,544

Underlying: Class A Common Stock · 24,000 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: Pursuant to the Sale (as defined below), 24,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F1 · derivative.exercise_date: Pursuant to the Sale (as defined below), 24,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

F1 · derivative.expiration_date: Pursuant to the Sale (as defined below), 24,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

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July 02, 2018 Filed Jul 3, 2018 22:09 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 24,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019300 · doc4.xml · nonDerivative · entry 2

Considine Jeffrey Mee Choy · CIK 0001744722 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Pursuant to an underwriting agreement, dated June 27, 2018 (the "Underwriting Agreement"), by and among J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated (together with several underwriters named in Schedule 1 thereto, the "Underwriters"), EverQuote, Inc. (the "Company") and the selling stockholders named in Schedule 2 thereto (the "Selling Stockholders"), the Underwriters agreed to purchase from the Selling Stockholders and the Selling Stockholders agreed to sell to the Underwriters an aggregate of 1,562,500 shares of Class A Common Stock (the "Sale"), which aggregate amount includes 24,000 shares of Class A Common Stock held by the Reporting Person.

F3 · price: (Continued from Footnote 2) Pursuant to the final prospectus filed by the Company on June 28, 2018, the public offering price in the public offering of Class A Common Stock was $18.00 per share and the underwriting discount was $1.26 per share. Accordingly, the Reporting Person sold an aggregate of 24,000 shares of Class A Common Stock in such Sale to the Underwriters and received a price per share of Class A Common Stock of $16.74 (which is net of underwriting discounts and commissions) for an aggregate amount of $401,760.

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July 02, 2018 Filed Jul 3, 2018 22:09 UTC EverQuote, Inc. EVER · Entity 2081 ConversionClass A Common Stock 24,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-18-019300 · doc4.xml · nonDerivative · entry 1

Considine Jeffrey Mee Choy · CIK 0001744722 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Pursuant to the Sale (as defined below), 24,000 shares of Class B Common Stock held by the reporting person automatically converted into shares of Class A Common Stock on a one-to-one basis.

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.