Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverQuote, Inc.EVER · Entity 2081 | Member of 10% owner group | July 02, 2018 | July 03, 2018 |
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.
EverQuote, Inc.
Report date July 02, 2018 · Filed July 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-07-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-07-02 · Conversion · Acquired 24,000 · Balance 24,000 F1: 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. Row 2 · 2018-07-02 · Sale · Disposed 24,000 · Balance 0 F2: 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: (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. |
| Class B (convertible) Common StockSEC Table II · derivative / convertible security | Direct | 274,064 |
Reported balance
After 2018-07-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-07-02 · Conversion · Disposed 24,000 · Balance 274,064 F1: 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. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.25 · Expires 2028-01-23 | Direct | 2,000 |
Reported balance
Holding disclosure · report date 2018-07-02 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 2,000 F4: Twenty-five percent (25%) of these incentive stock options become exercisable on October 23, 2018 and after such date vest monthly on the last day of the month for 36 months. F5: Each option is exercisable into eight shares of Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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: (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.
F4: Twenty-five percent (25%) of these incentive stock options become exercisable on October 23, 2018 and after such date vest monthly on the last day of the month for 36 months.
F5: Each option is exercisable into eight shares of Class A Common Stock.
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 |
|---|---|---|---|---|---|---|
| July 02, 2018 Filed Jul 3, 2018 18:02 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B (convertible) Common Stock · Derivative | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-019290 · doc4.xml · derivative · entry 3 Ellis Thomas · CIK 0001744801 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,064 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. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 18:02 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 24,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-019290 · doc4.xml · nonDerivative · entry 2 Ellis Thomas · CIK 0001744801 · 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. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 18:02 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass A Common Stock | 24,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-019290 · doc4.xml · nonDerivative · entry 1 Ellis Thomas · CIK 0001744801 · 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.