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.
CarGurus, Inc.
Report date October 16, 2017 · Filed October 18, 2017
Section 16 reporting ended · disclosed 2017-10-18. 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 | 830,252 |
Ending reported balance
After 2017-10-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-10-16 · Conversion · Acquired 464,316 · Balance 1,610,990 F1: Each share of the Issuer's Series A Convertible Preferred Stock converted into 6.0000023 shares of the Issuer's Class A Common Stock upon the closing of the Issuer's sale of its Class A Common Stock in its firm commitment underwritten initial public offering pursuant to a registration statement on Form S-1 (File No. 333-220495) under the Securities Act of 1933, as amended. Row 2 · 2017-10-16 · Sale · Disposed 780,738 · Balance 830,252 |
| Series A Convertible Preferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-10-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-10-16 · Conversion · Disposed 77,386 · Balance 0 F1: Each share of the Issuer's Series A Convertible Preferred Stock converted into 6.0000023 shares of the Issuer's Class A Common Stock upon the closing of the Issuer's sale of its Class A Common Stock in its firm commitment underwritten initial public offering pursuant to a registration statement on Form S-1 (File No. 333-220495) under the Securities Act of 1933, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of the Issuer's Series A Convertible Preferred Stock converted into 6.0000023 shares of the Issuer's Class A Common Stock upon the closing of the Issuer's sale of its Class A Common Stock in its firm commitment underwritten initial public offering pursuant to a registration statement on Form S-1 (File No. 333-220495) under the Securities Act of 1933, as amended.
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 |
|---|---|---|---|---|---|---|
| October 16, 2017 Filed Oct 18, 2017 20:42 UTC | CarGurus, Inc. CARG · Entity 4203 | ConversionSeries A Convertible Preferred Stock · Derivative | 77,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-062765 · a4.xml · derivative · entry 3 Shanny Nicholas · CIK 0001719013 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 464,316 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: Each share of the Issuer's Series A Convertible Preferred Stock converted into 6.0000023 shares of the Issuer's Class A Common Stock upon the closing of the Issuer's sale of its Class A Common Stock in its firm commitment underwritten initial public offering pursuant to a registration statement on Form S-1 (File No. 333-220495) under the Securities Act of 1933, as amended. F1 · derivative.exercise_date: Each share of the Issuer's Series A Convertible Preferred Stock converted into 6.0000023 shares of the Issuer's Class A Common Stock upon the closing of the Issuer's sale of its Class A Common Stock in its firm commitment underwritten initial public offering pursuant to a registration statement on Form S-1 (File No. 333-220495) under the Securities Act of 1933, as amended. F1 · derivative.expiration_date: Each share of the Issuer's Series A Convertible Preferred Stock converted into 6.0000023 shares of the Issuer's Class A Common Stock upon the closing of the Issuer's sale of its Class A Common Stock in its firm commitment underwritten initial public offering pursuant to a registration statement on Form S-1 (File No. 333-220495) under the Securities Act of 1933, as amended. Read SEC document |
| October 16, 2017 Filed Oct 18, 2017 20:42 UTC | CarGurus, Inc. CARG · Entity 4203 | SaleClass A Common Stock | 780,738 | $14.88 | $11,617,381.44 |
DisclosureSEC source: 0001104659-17-062765 · a4.xml · nonDerivative · entry 2 Shanny Nicholas · CIK 0001719013 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 830,252 Read SEC document |
| October 16, 2017 Filed Oct 18, 2017 20:42 UTC | CarGurus, Inc. CARG · Entity 4203 | ConversionClass A Common Stock | 464,316 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-062765 · a4.xml · nonDerivative · entry 1 Shanny Nicholas · CIK 0001719013 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,610,990 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: Each share of the Issuer's Series A Convertible Preferred Stock converted into 6.0000023 shares of the Issuer's Class A Common Stock upon the closing of the Issuer's sale of its Class A Common Stock in its firm commitment underwritten initial public offering pursuant to a registration statement on Form S-1 (File No. 333-220495) under the Securities Act of 1933, as amended. 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.