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 December 13, 2018 · Filed January 03, 2019
Section 16 reporting ended · disclosed 2019-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 50,680 |
Reported balance
After 2018-12-13 transaction · row 1
1 source rowRow 1 · 2018-12-13 · Conversion · Acquired 50,680 · Balance 50,680 |
| Class B (Convertible) Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2030-12-31 | Direct | 0 |
Reported balance
After 2018-12-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-12-13 · Conversion · Disposed 50,680 · Balance 0 F1: On 12/13/2018, an email was sent to the transfer agent requesting the Class B Common Stock be converted on a one-for-one basis to Class A Common Stock. There was no response from the transfer agent. On 01/02/2018, email communication with Everquote Inc. provided confirmation that the conversion had in fact happened. F2: The certificate for the 50,680 Class B Common Stock shares was issued on 07/02/2018. They were convertible at any time on a one-for-one basis into Class A Common Stock shares. F3: 12/31/2030 is an arbitrary date in the future. There was no time limit imposed on when the Class B Common Stock shares could be converted on a one-for-one basis into Class A Common Stock shares. |
Filing footnotes · ownership attribution and instrument terms
F1: On 12/13/2018, an email was sent to the transfer agent requesting the Class B Common Stock be converted on a one-for-one basis to Class A Common Stock. There was no response from the transfer agent. On 01/02/2018, email communication with Everquote Inc. provided confirmation that the conversion had in fact happened.
F2: The certificate for the 50,680 Class B Common Stock shares was issued on 07/02/2018. They were convertible at any time on a one-for-one basis into Class A Common Stock shares.
F3: 12/31/2030 is an arbitrary date in the future. There was no time limit imposed on when the Class B Common Stock shares could be converted on a one-for-one basis into Class A Common Stock shares.
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 |
|---|---|---|---|---|---|---|
| December 13, 2018 Filed Jan 3, 2019 21:06 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B (Convertible) Common Stock · Derivative | 50,680 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001744726-19-000001 · primary_doc.xml · derivative · entry 2 Walker Edward Franklin · CIK 0001744726 · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 50,680 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 · date: On 12/13/2018, an email was sent to the transfer agent requesting the Class B Common Stock be converted on a one-for-one basis to Class A Common Stock. There was no response from the transfer agent. On 01/02/2018, email communication with Everquote Inc. provided confirmation that the conversion had in fact happened. F2 · derivative.exercise_date: The certificate for the 50,680 Class B Common Stock shares was issued on 07/02/2018. They were convertible at any time on a one-for-one basis into Class A Common Stock shares. F3 · derivative.expiration_date: 12/31/2030 is an arbitrary date in the future. There was no time limit imposed on when the Class B Common Stock shares could be converted on a one-for-one basis into Class A Common Stock shares. Read SEC document |
| December 13, 2018 Filed Jan 3, 2019 21:06 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass A Common Stock | 50,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001744726-19-000001 · primary_doc.xml · nonDerivative · entry 1 Walker Edward Franklin · CIK 0001744726 · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,680 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 3, 2018 22:12 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B (convertible) Common Stock · Derivative | 23,840 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-019304 · doc4.xml · derivative · entry 3 Walker Edward Franklin · CIK 0001744726 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,680 Underlying: Class A Common Stock · 23,840 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), 23,840 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), 23,840 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), 23,840 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 |
| July 02, 2018 Filed Jul 3, 2018 22:12 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 23,840 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-019304 · doc4.xml · nonDerivative · entry 2 Walker Edward Franklin · CIK 0001744726 · 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 23,840 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 23,840 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 $399,081.60. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 22:12 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass A Common Stock | 23,840 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-019304 · doc4.xml · nonDerivative · entry 1 Walker Edward Franklin · CIK 0001744726 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,840 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), 23,840 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.