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 11, 2018 · Filed December 19, 2018
Section 16 reporting ended · disclosed 2018-12-19. 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 | 121,136 |
Reported balance
After 2018-12-11 transaction · row 1
1 source rowRow 1 · 2018-12-11 · Conversion · Acquired 121,136 · Balance 121,136 |
| Class B (convertible) Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-12-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-12-11 · Conversion · Disposed 121,136 · Balance 0 F1: Shares of Class B Common Stock are convertible into shares of Class A Common Stock of the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addiiton, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Class B Common Stock are convertible into shares of Class A Common Stock of the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addiiton, 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.
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 11, 2018 Filed Dec 19, 2018 09:38 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B (convertible) Common Stock · Derivative | 121,136 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-031377 · doc4.xml · derivative · entry 2 Felton John Mark · CIK 0001744669 · 10% owner · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 121,136 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: Shares of Class B Common Stock are convertible into shares of Class A Common Stock of the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addiiton, 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. F1 · derivative.exercise_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock of the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addiiton, 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. F1 · derivative.expiration_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock of the Issuer on a one-to-one basis at any time at the option of the holder and has no expiration date. In addiiton, 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 |
| December 11, 2018 Filed Dec 19, 2018 09:38 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass A Common Stock | 121,136 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-031377 · doc4.xml · nonDerivative · entry 1 Felton John Mark · CIK 0001744669 · 10% owner · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,136 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.