organization · Reporting owner

SAVANO CAPITAL PARTNERS II, L.P.

Disclosed activity across 1 company

Tapewire entity: 165202
SEC CIK: 0001614020

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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 July 02, 2018 · Filed July 05, 2018

Jointly reported with Savano-EverQuote LLC

Section 16 reporting ended · disclosed 2018-07-05. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Series B Preferred StockSEC Table II · derivative / convertible security	IndirectSee footnote	0	Reported balance After 2018-07-02 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2018-07-02 · Conversion · Disposed 109,224 · Balance 0 F1: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date. F2: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date. F3: The reported shares are directly owned by Savano Capital Partners II, L.P. Thomas Smith and Gustav H. Koven are the members of the board of managers of Savano Partners Flow-Through II, LLC, which is the managing member of Savano Direct GP II, LLC, which is the general partner of Savano Capital Partners II, L.P. As a result of holding these positions, Thomas Smith, Bion Ludwig and Gustav H. Koven may be deemed to hold voting and dispositive power with respect to the shares held by Savano Capital Partners II, L.P. Each such persons disclaims beneficial ownership of the shares, except to the extent of their pecuniary interest therein.
Series B Preferred StockSEC Table II · derivative / convertible security	IndirectSee footnote	0	Reported balance After 2018-07-02 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2018-07-02 · Conversion · Disposed 23,525 · Balance 0 F1: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date. F2: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date. F4: The reported shares are directly owned by Savano-EverQuote LLC. Thomas Smith, Bion Ludwig and Gustav H. Koven are managing members of Savano-SPV Manager LLC, which is the managing member of Savano-EverQuote LLC. As a result of holding these positions, Thomas Smith, Bion Ludwig and Gustav H. Koven may be deemed to hold voting and dispositive power with respect to the shares held by Savano-EverQuote LLC. Each such persons disclaims beneficial ownership of the shares, except to the extent of their pecuniary interest therein.
Class B Common StockSEC Table II · derivative / convertible security	IndirectSee footnote	1,011,696	Reported balance After 2018-07-02 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2018-07-02 · Conversion · Acquired 873,792 · Balance 1,011,696 F2: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date. F3: The reported shares are directly owned by Savano Capital Partners II, L.P. Thomas Smith and Gustav H. Koven are the members of the board of managers of Savano Partners Flow-Through II, LLC, which is the managing member of Savano Direct GP II, LLC, which is the general partner of Savano Capital Partners II, L.P. As a result of holding these positions, Thomas Smith, Bion Ludwig and Gustav H. Koven may be deemed to hold voting and dispositive power with respect to the shares held by Savano Capital Partners II, L.P. Each such persons disclaims beneficial ownership of the shares, except to the extent of their pecuniary interest therein.
Class B Common StockSEC Table II · derivative / convertible security	IndirectSee footnote	257,144	Reported balance After 2018-07-02 transaction · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · 2018-07-02 · Conversion · Acquired 188,200 · Balance 257,144 F2: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date. F4: The reported shares are directly owned by Savano-EverQuote LLC. Thomas Smith, Bion Ludwig and Gustav H. Koven are managing members of Savano-SPV Manager LLC, which is the managing member of Savano-EverQuote LLC. As a result of holding these positions, Thomas Smith, Bion Ludwig and Gustav H. Koven may be deemed to hold voting and dispositive power with respect to the shares held by Savano-EverQuote LLC. Each such persons disclaims beneficial ownership of the shares, except to the extent of their pecuniary interest therein.

Filing footnotes · ownership attribution and instrument terms

F1: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date.

F2: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date.

F3: The reported shares are directly owned by Savano Capital Partners II, L.P. Thomas Smith and Gustav H. Koven are the members of the board of managers of Savano Partners Flow-Through II, LLC, which is the managing member of Savano Direct GP II, LLC, which is the general partner of Savano Capital Partners II, L.P. As a result of holding these positions, Thomas Smith, Bion Ludwig and Gustav H. Koven may be deemed to hold voting and dispositive power with respect to the shares held by Savano Capital Partners II, L.P. Each such persons disclaims beneficial ownership of the shares, except to the extent of their pecuniary interest therein.

F4: The reported shares are directly owned by Savano-EverQuote LLC. Thomas Smith, Bion Ludwig and Gustav H. Koven are managing members of Savano-SPV Manager LLC, which is the managing member of Savano-EverQuote LLC. As a result of holding these positions, Thomas Smith, Bion Ludwig and Gustav H. Koven may be deemed to hold voting and dispositive power with respect to the shares held by Savano-EverQuote LLC. Each such persons disclaims beneficial ownership of the shares, except to the extent of their pecuniary interest therein.

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
July 02, 2018 Filed Jul 5, 2018 18:31 UTC	EverQuote, Inc. EVER · Entity 2081	ConversionClass B Common Stock · Derivative	188,200	$0.00	$0.00	Disclosure SEC source: 0000899243-18-019506 · doc4.xml · derivative · entry 4 SAVANO CAPITAL PARTNERS II, L.P. · CIK 0001614020 · 10% owner Savano-EverQuote LLC · CIK 0001684250 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 257,144 Underlying: Class A Common Stock · 188,200 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. F2 · security: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date. F2 · derivative.exercise_price: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date. F2 · derivative.exercise_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date. F2 · derivative.expiration_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date. F4 · ownership.nature: The reported shares are directly owned by Savano-EverQuote LLC. Thomas Smith, Bion Ludwig and Gustav H. Koven are managing members of Savano-SPV Manager LLC, which is the managing member of Savano-EverQuote LLC. As a result of holding these positions, Thomas Smith, Bion Ludwig and Gustav H. Koven may be deemed to hold voting and dispositive power with respect to the shares held by Savano-EverQuote LLC. Each such persons disclaims beneficial ownership of the shares, except to the extent of their pecuniary interest therein. Read SEC document
July 02, 2018 Filed Jul 5, 2018 18:31 UTC	EverQuote, Inc. EVER · Entity 2081	ConversionSeries B Preferred Stock · Derivative	23,525	$0.00	$0.00	Disclosure SEC source: 0000899243-18-019506 · doc4.xml · derivative · entry 3 SAVANO CAPITAL PARTNERS II, L.P. · CIK 0001614020 · 10% owner Savano-EverQuote LLC · CIK 0001684250 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class B Common Stock · 188,200 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: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date. F1 · derivative.exercise_date: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date. F1 · derivative.expiration_date: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date. F2 · derivative.underlying: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date. F4 · ownership.nature: The reported shares are directly owned by Savano-EverQuote LLC. Thomas Smith, Bion Ludwig and Gustav H. Koven are managing members of Savano-SPV Manager LLC, which is the managing member of Savano-EverQuote LLC. As a result of holding these positions, Thomas Smith, Bion Ludwig and Gustav H. Koven may be deemed to hold voting and dispositive power with respect to the shares held by Savano-EverQuote LLC. Each such persons disclaims beneficial ownership of the shares, except to the extent of their pecuniary interest therein. Read SEC document
July 02, 2018 Filed Jul 5, 2018 18:31 UTC	EverQuote, Inc. EVER · Entity 2081	ConversionClass B Common Stock · Derivative	873,792	$0.00	$0.00	Disclosure SEC source: 0000899243-18-019506 · doc4.xml · derivative · entry 2 SAVANO CAPITAL PARTNERS II, L.P. · CIK 0001614020 · 10% owner Savano-EverQuote LLC · CIK 0001684250 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,011,696 Underlying: Class A Common Stock · 873,792 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. F2 · security: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date. F2 · derivative.exercise_price: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date. F2 · derivative.exercise_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date. F2 · derivative.expiration_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date. F3 · ownership.nature: The reported shares are directly owned by Savano Capital Partners II, L.P. Thomas Smith and Gustav H. Koven are the members of the board of managers of Savano Partners Flow-Through II, LLC, which is the managing member of Savano Direct GP II, LLC, which is the general partner of Savano Capital Partners II, L.P. As a result of holding these positions, Thomas Smith, Bion Ludwig and Gustav H. Koven may be deemed to hold voting and dispositive power with respect to the shares held by Savano Capital Partners II, L.P. Each such persons disclaims beneficial ownership of the shares, except to the extent of their pecuniary interest therein. Read SEC document
July 02, 2018 Filed Jul 5, 2018 18:31 UTC	EverQuote, Inc. EVER · Entity 2081	ConversionSeries B Preferred Stock · Derivative	109,224	$0.00	$0.00	Disclosure SEC source: 0000899243-18-019506 · doc4.xml · derivative · entry 1 SAVANO CAPITAL PARTNERS II, L.P. · CIK 0001614020 · 10% owner Savano-EverQuote LLC · CIK 0001684250 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class B Common Stock · 873,792 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: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date. F1 · derivative.exercise_date: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date. F1 · derivative.expiration_date: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date. F2 · derivative.underlying: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such share and at the holder's election and has no expiration date. F3 · ownership.nature: The reported shares are directly owned by Savano Capital Partners II, L.P. Thomas Smith and Gustav H. Koven are the members of the board of managers of Savano Partners Flow-Through II, LLC, which is the managing member of Savano Direct GP II, LLC, which is the general partner of Savano Capital Partners II, L.P. As a result of holding these positions, Thomas Smith, Bion Ludwig and Gustav H. Koven may be deemed to hold voting and dispositive power with respect to the shares held by Savano Capital Partners II, L.P. Each such persons disclaims beneficial ownership of the shares, except to the extent of their pecuniary interest therein. 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.