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 27, 2018 · Filed December 27, 2018
Section 16 reporting ended · disclosed 2018-12-27. 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 | 444,184 |
Reported balance
Holding disclosure · report date 2018-12-27 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 444,184 F1: Neglected to check box on previously submitted Form 4 indicating that I am no longer subject to Section 16. Could not modify previous form. |
Filing footnotes · ownership attribution and instrument terms
F1: Neglected to check box on previously submitted Form 4 indicating that I am no longer subject to Section 16. Could not modify previous form.
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 26, 2018 Filed Dec 27, 2018 21:20 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B (convertible) Common Stock · Derivative | 303,784 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001743737-18-000001 · primary_doc.xml · derivative · entry 2 Giordano John David · CIK 0001743737 · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Shares · 303,784 shares Expires 1999-12-31 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 · kind: Conversion of Series B Common Shares (10 for 1 voting) to Series A Common shares (1 for 1 voting) F2 · derivative.exercise_date: Class B Common Shares are convertible into Class A Common Shares at any time. F2 · derivative.expiration_date: Class B Common Shares are convertible into Class A Common Shares at any time. Read SEC document |
| December 26, 2018 Filed Dec 27, 2018 21:20 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass A Common Stock | 303,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001743737-18-000001 · primary_doc.xml · nonDerivative · entry 1 Giordano John David · CIK 0001743737 · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 444,184 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 · security: Final filing of Form 4 to reflect conversion of all remaining Class B Common shares to Class A Common shares and exit from being a member of 10% owner group. Conversion resulted in being released from the voting agreement which was the vehicle for my being part of the 10% owner group. Effective today, I own 444,184 Class A Common Shares of EverQuote and no other shares of the company. F1 · shares: Conversion of Series B Common Shares (10 for 1 voting) to Series A Common shares (1 for 1 voting) Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 22:15 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B (convertible) Common Stock · Derivative | 112,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-019308 · doc4.xml · derivative · entry 5 Giordano John David · CIK 0001743737 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,784 Underlying: Class A Common Stock · 112,000 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. F5 · derivative.exercise_price: Shares of Class B Common Stock are convertible into shares of Class A Common Stock the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addition, subject to certain exceptions described in the Issuer's Restated Certificate of Incorporation, shares of Class B Common Stock convert automatically into shares of Class A Common Stock on a one-to-one basis upon transfer. F5 · derivative.exercise_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addition, subject to certain exceptions described in the Issuer's Restated Certificate of Incorporation, shares of Class B Common Stock convert automatically into shares of Class A Common Stock on a one-to-one basis upon transfer. F5 · derivative.expiration_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addition, subject to certain exceptions described in the Issuer's Restated Certificate of Incorporation, shares of Class B Common Stock convert automatically into shares of Class A Common Stock on a one-to-one basis upon transfer. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 22:15 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B (convertible) Common Stock · Derivative | 268,368 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-019308 · doc4.xml · derivative · entry 4 Giordano John David · CIK 0001743737 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415,784 Underlying: Class A Common Stock · 268,368 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. F5 · derivative.exercise_price: Shares of Class B Common Stock are convertible into shares of Class A Common Stock the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addition, subject to certain exceptions described in the Issuer's Restated Certificate of Incorporation, shares of Class B Common Stock convert automatically into shares of Class A Common Stock on a one-to-one basis upon transfer. F5 · derivative.exercise_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addition, subject to certain exceptions described in the Issuer's Restated Certificate of Incorporation, shares of Class B Common Stock convert automatically into shares of Class A Common Stock on a one-to-one basis upon transfer. F5 · derivative.expiration_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addition, subject to certain exceptions described in the Issuer's Restated Certificate of Incorporation, shares of Class B Common Stock convert automatically into shares of Class A Common Stock on a one-to-one basis upon transfer. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 22:15 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionSeries A (convertible) Preferred Stock · Derivative | 33,546 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-019308 · doc4.xml · derivative · entry 3 Giordano John David · CIK 0001743737 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 268,368 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 · derivative.exercise_price: The Series A Preferred Stock converted into Class B Common Stock on a one-to-eight basis and had no expiration date. F4 · derivative.exercise_date: The Series A Preferred Stock converted into Class B Common Stock on a one-to-eight basis and had no expiration date. F4 · derivative.expiration_date: The Series A Preferred Stock converted into Class B Common Stock on a one-to-eight basis and had no expiration date. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 22:15 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 112,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-019308 · doc4.xml · nonDerivative · entry 2 Giordano John David · CIK 0001743737 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,400 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 112,000 shares of Class A Common Stock (as converted) 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 112,000 shares of Class A Common Stock (as converted) 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 $1,874,880. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 22:15 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass A Common Stock | 112,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-019308 · doc4.xml · nonDerivative · entry 1 Giordano John David · CIK 0001743737 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,400 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 (defined below), 112,000 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.