Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CarGurus, Inc.CARG · Entity 4203 | COO and President | October 01, 2026 | October 05, 2026 |
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.
CarGurus, Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 439,735 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Tax withholding · Disposed 15,614 · Balance 439,735 F1: Shares withheld for payment of tax liability upon vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for payment of tax liability upon vesting of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| September 11, 2018 Filed Sep 13, 2018 20:17 UTC | CarGurus, Inc. CARG · Entity 4203 | SaleClass A Common Stock | 15,000 | $51.01 | $765,150.00 |
DisclosureSEC source: 0001127602-18-027506 · form4.xml · nonDerivative · entry 2 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,622 F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.12 to $52.09 per share, inclusive. Information regarding the number of shares sold at each separate price will be made available from the Reporting Person upon request by the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer. Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 20:17 UTC | CarGurus, Inc. CARG · Entity 4203 | Exercise / conversionClass A Common Stock | 15,000 | $0.16 | $2,400.00 |
DisclosureSEC source: 0001127602-18-027506 · form4.xml · nonDerivative · entry 1 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,622 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: This stock option exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| August 13, 2018 Filed Aug 14, 2018 20:35 UTC | CarGurus, Inc. CARG · Entity 4203 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $0.16 | $0.00 |
DisclosureSEC source: 0001127602-18-025305 · form4.xml · derivative · entry 3 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,782 Underlying: Class A Common Stock · 15,000 shares Expires 2024-12-10 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: This stock option exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · derivative.exercise_date: 16,566 shares of Class A common stock subject to the option will vest and become exercisable on November 3, 2018. Read SEC document |
| August 13, 2018 Filed Aug 14, 2018 20:35 UTC | CarGurus, Inc. CARG · Entity 4203 | SaleClass A Common Stock | 15,000 | $51.31 | $769,650.00 |
DisclosureSEC source: 0001127602-18-025305 · form4.xml · nonDerivative · entry 2 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,622 F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.02 to $52.09 per share, inclusive. Information regarding the number of shares sold at each separate price will be made available from the Reporting Person upon request by the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer. Read SEC document |
| August 13, 2018 Filed Aug 14, 2018 20:35 UTC | CarGurus, Inc. CARG · Entity 4203 | Exercise / conversionClass A Common Stock | 15,000 | $0.16 | $2,400.00 |
DisclosureSEC source: 0001127602-18-025305 · form4.xml · nonDerivative · entry 1 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,622 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: This stock option exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| July 11, 2018 Filed Jul 12, 2018 22:28 UTC | CarGurus, Inc. CARG · Entity 4203 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $0.16 | $0.00 |
DisclosureSEC source: 0001127602-18-023157 · form4.xml · derivative · entry 3 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,782 Underlying: Class A Common Stock · 15,000 shares Expires 2024-12-10 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: This stock option exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · derivative.exercise_date: 16,566 shares of Class A common stock subject to the option will vest and become exercisable on each of August 3, 2018 and November 3, 2018. Read SEC document |
| July 11, 2018 Filed Jul 12, 2018 22:28 UTC | CarGurus, Inc. CARG · Entity 4203 | SaleClass A Common Stock | 15,000 | $35.76 | $536,400.00 |
DisclosureSEC source: 0001127602-18-023157 · form4.xml · nonDerivative · entry 2 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,622 F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.17 to $35.99 per share, inclusive. Information regarding the number of shares sold at each separate price will be made available from the Reporting Person upon request by the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer. Read SEC document |
| July 11, 2018 Filed Jul 12, 2018 22:28 UTC | CarGurus, Inc. CARG · Entity 4203 | Exercise / conversionClass A Common Stock | 15,000 | $0.16 | $2,400.00 |
DisclosureSEC source: 0001127602-18-023157 · form4.xml · nonDerivative · entry 1 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,622 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: This stock option exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 21:05 UTC | CarGurus, Inc. CARG · Entity 4203 | Tax withholdingClass A Common Stock | 1,390 | $34.74 | $48,288.60 |
DisclosureSEC source: 0001127602-18-022683 · form4.xml · nonDerivative · entry 1 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,622 F1 · kind: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:35 UTC | CarGurus, Inc. CARG · Entity 4203 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $0.16 | $0.00 |
DisclosureSEC source: 0000899243-18-016371 · doc4.xml · derivative · entry 3 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,782 Underlying: Class A Common Stock · 15,000 shares Expires 2024-12-10 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: This stock option exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · derivative.exercise_date: 16,566 shares of Class A common stock subject to the option will vest and become exercisable on each of August 3, 2018 and November 3, 2018. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:35 UTC | CarGurus, Inc. CARG · Entity 4203 | SaleClass A Common Stock | 15,000 | $34.69 | $520,350.00 |
DisclosureSEC source: 0000899243-18-016371 · doc4.xml · nonDerivative · entry 2 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,012 F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.31 to $35.00 per share, inclusive. Information regarding the number of shares sold at each separate price will be made available from the Reporting Person upon request by the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:35 UTC | CarGurus, Inc. CARG · Entity 4203 | Exercise / conversionClass A Common Stock | 15,000 | $0.16 | $2,400.00 |
DisclosureSEC source: 0000899243-18-016371 · doc4.xml · nonDerivative · entry 1 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,012 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: This stock option exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| May 11, 2018 Filed May 15, 2018 20:30 UTC | CarGurus, Inc. CARG · Entity 4203 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $0.16 | $0.00 |
DisclosureSEC source: 0000899243-18-012882 · doc4.xml · derivative · entry 3 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,782 Underlying: Class A Common Stock · 15,000 shares Expires 2024-12-10 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: This stock option exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · derivative.exercise_date: 16,566 shares of Class A common stock subject to the option will vest and become exercisable on each of August 3, 2018 and November 3, 2018. Read SEC document |
| May 11, 2018 Filed May 15, 2018 20:30 UTC | CarGurus, Inc. CARG · Entity 4203 | SaleClass A Common Stock | 15,000 | $32.59 | $488,850.00 |
DisclosureSEC source: 0000899243-18-012882 · doc4.xml · nonDerivative · entry 2 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,012 F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.26 to $33.16 per share, inclusive. Information regarding the number of shares sold at each separate price will be made available from the Reporting Person upon request by the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer. Read SEC document |
| May 11, 2018 Filed May 15, 2018 20:30 UTC | CarGurus, Inc. CARG · Entity 4203 | Exercise / conversionClass A Common Stock | 15,000 | $0.16 | $2,400.00 |
DisclosureSEC source: 0000899243-18-012882 · doc4.xml · nonDerivative · entry 1 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,012 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: This stock option exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| April 11, 2018 Filed Apr 12, 2018 23:00 UTC | CarGurus, Inc. CARG · Entity 4203 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $0.16 | $0.00 |
DisclosureSEC source: 0000899243-18-010081 · doc4.xml · derivative · entry 7 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,782 Underlying: Class A Common Stock · 15,000 shares Expires 2024-12-10 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: The stock option exercise reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · derivative.exercise_date: 16,566 shares of Class A common stock subject to the option will vest and become exercisable (or have vested and became exercisable, as applicable) on each of November 3, 2017, May 3, 2018, August 3, 2018, and November 3, 2018 and 16,568 shares of Class A common stock subject to the option vested and became exercisable on February 3, 2018. Read SEC document |
| April 11, 2018 Filed Apr 12, 2018 23:00 UTC | CarGurus, Inc. CARG · Entity 4203 | Tax withholdingClass A Common Stock | 988 | $38.06 | $37,603.28 |
DisclosureSEC source: 0000899243-18-010081 · doc4.xml · nonDerivative · entry 5 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,012 F5 · shares: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| April 11, 2018 Filed Apr 12, 2018 23:00 UTC | CarGurus, Inc. CARG · Entity 4203 | SaleClass A Common Stock | 15,000 | $34.90 | $523,500.00 |
DisclosureSEC source: 0000899243-18-010081 · doc4.xml · nonDerivative · entry 4 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.15 to $36.45 per share, inclusive. Information regarding the number of shares sold at each separate price will be made available from the Reporting Person upon request by the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer. Read SEC document |
| April 11, 2018 Filed Apr 12, 2018 23:00 UTC | CarGurus, Inc. CARG · Entity 4203 | Exercise / conversionClass A Common Stock | 15,000 | $0.16 | $2,400.00 |
DisclosureSEC source: 0000899243-18-010081 · doc4.xml · nonDerivative · entry 3 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 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 · kind: The stock option exercise reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| April 10, 2018 Filed Apr 12, 2018 23:00 UTC | CarGurus, Inc. CARG · Entity 4203 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $0.16 | $0.00 |
DisclosureSEC source: 0000899243-18-010081 · doc4.xml · derivative · entry 6 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,782 Underlying: Class A Common Stock · 15,000 shares Expires 2024-12-10 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: The stock option exercise reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · derivative.exercise_date: 16,566 shares of Class A common stock subject to the option will vest and become exercisable (or have vested and became exercisable, as applicable) on each of November 3, 2017, May 3, 2018, August 3, 2018, and November 3, 2018 and 16,568 shares of Class A common stock subject to the option vested and became exercisable on February 3, 2018. Read SEC document |
| April 10, 2018 Filed Apr 12, 2018 23:00 UTC | CarGurus, Inc. CARG · Entity 4203 | SaleClass A Common Stock | 15,000 | $38.29 | $574,350.00 |
DisclosureSEC source: 0000899243-18-010081 · doc4.xml · nonDerivative · entry 2 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.84 to $38.75 per share, inclusive. Information regarding the number of shares sold at each separate price will be made available from the Reporting Person upon request by the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer. Read SEC document |
| April 10, 2018 Filed Apr 12, 2018 23:00 UTC | CarGurus, Inc. CARG · Entity 4203 | Exercise / conversionClass A Common Stock | 15,000 | $0.16 | $2,400.00 |
DisclosureSEC source: 0000899243-18-010081 · doc4.xml · nonDerivative · entry 1 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 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 · kind: The stock option exercise reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 23:21 UTC | CarGurus, Inc. CARG · Entity 4203 | GrantClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-006213 · doc4.xml · nonDerivative · entry 1 Zales Samuel · CIK 0001718790 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 F1 · shares: Represents shares issuable upon settlement of restricted stock units ("RSUs") granted to the reporting person. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock. Subject to the reporting person's continuous service as an employee of the Issuer, 6.25% of the RSUs will vest on April 1, 2018 and 6.25% of the RSUs will vest on the last day of each three-month period thereafter until January 1, 2022. Such vesting may be accelerated in connection with a Change of Control (as defined in the Issuer's Omnibus Incentive Compensation Plan). 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.