Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverQuote, Inc.EVER · Entity 2081 | Chief Accounting Officer | October 06, 2026 | October 08, 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.
EverQuote, Inc.
Report date October 06, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 154,697 |
Reported balance
After 2026-10-06 transaction · row 1
1 source rowRow 1 · 2026-10-06 · Sale · Disposed 441 · Balance 154,697 F1: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 9, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 9, 2026.
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 06, 2026 Filed Oct 8, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 441 | $19.48 | $8,590.68 |
DisclosureSEC source: 0001193125-26-418040 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 154,697 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 9, 2026. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,537 | $19.98 | $30,709.26 |
DisclosureSEC source: 0001193125-26-414332 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,735 F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on October 1, 2026, upon the vesting of restricted stock units granted on February 17, 2023, February 12, 2024, February 11, 2025 and February 12, 2026, and performance-based restricted stock units granted on February 11, 2025. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on October 1, 2026. Read SEC document |
| August 25, 2026 Filed Aug 27, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,436 | $26.47 | $38,010.92 |
DisclosureSEC source: 0001193125-26-371502 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 74,272 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 9, 2026. Read SEC document |
| August 20, 2026 Filed Aug 24, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,147 | $24.91 | $28,571.77 |
DisclosureSEC source: 0001193125-26-363745 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,708 F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on August 20, 2026, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on August 20, 2026. Read SEC document |
| July 08, 2026 Filed Jul 8, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionStock Option (right to buy) · Derivative | 3,156 | $7.10 Strike: $7.10 | $22,391.82 |
DisclosureSEC source: 0001193125-26-298662 · ownership.xml · derivative · entry 4 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,156 shares Expires 2033-07-23 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. F4 · derivative.exercise_date: The shares underlying the option vested over two years, with 12.5% vesting on November 20, 2023, and quarterly thereafter. Read SEC document |
| July 08, 2026 Filed Jul 8, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 3,156 | $7.10 | $22,391.82 |
DisclosureSEC source: 0001193125-26-298662 · ownership.xml · nonDerivative · entry 3 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 76,855 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 |
| July 06, 2026 Filed Jul 8, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 256 | $25.86 | $6,620.16 |
DisclosureSEC source: 0001193125-26-298662 · ownership.xml · nonDerivative · entry 2 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 73,699 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 9, 2026. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.54 to $26.22 inclusive. The reporting person undertakes to provide EverQuote, Inc., any security holder of EverQuote, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| July 06, 2026 Filed Jul 8, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 625 | $24.59 | $15,368.75 |
DisclosureSEC source: 0001193125-26-298662 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 73,955 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 9, 2026. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.50 to $25.48 inclusive. The reporting person undertakes to provide EverQuote, Inc., any security holder of EverQuote, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 4,611 | $24.15 | $111,355.65 |
DisclosureSEC source: 0001193125-26-294877 · ownership.xml · nonDerivative · entry 2 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 74,580 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 9, 2026. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,538 | $24.73 | $38,034.74 |
DisclosureSEC source: 0001193125-26-294877 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 79,191 F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on July 1, 2026, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on July 1, 2026. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 889 | $20.00 | $17,780.00 |
DisclosureSEC source: 0001193125-26-253776 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 80,729 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 11, 2025. Read SEC document |
| May 26, 2026 Filed May 28, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 888 | $18.69 | $16,596.72 |
DisclosureSEC source: 0001193125-26-245452 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 81,618 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 11, 2025. Read SEC document |
| May 21, 2026 Filed May 22, 2026 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 285 | $18.24 | $5,198.40 |
DisclosureSEC source: 0001193125-26-237216 · ownership.xml · nonDerivative · entry 2 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,506 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on May 20, 2026. In compliance with SEC guidance, the reporting person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| May 20, 2026 Filed May 22, 2026 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,147 | $18.71 | $21,460.37 |
DisclosureSEC source: 0001193125-26-237216 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,791 F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on May 20, 2026, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on May 20, 2026. Read SEC document |
| May 05, 2026 Filed May 7, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 363 | $20.00 | $7,260.00 |
DisclosureSEC source: 0001193125-26-212340 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 83,938 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 11, 2025. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 00:45 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 364 | $15.35 | $5,587.40 |
DisclosureSEC source: 0001193125-26-146000 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 84,301 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 11, 2025. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 23:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,537 | $14.74 | $22,655.38 |
DisclosureSEC source: 0001193125-26-140769 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,665 F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on April 1, 2026, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on April 1, 2026. Read SEC document |
| February 25, 2026 Filed Feb 26, 2026 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,730 | $15.56 | $26,918.80 |
DisclosureSEC source: 0001193125-26-077233 · ownership.xml · nonDerivative · entry 3 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 86,202 F4 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 11, 2025. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 488 | $15.50 | $7,564.00 |
DisclosureSEC source: 0001193125-26-077233 · ownership.xml · nonDerivative · entry 2 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 87,932 F3 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on February 24, 2026, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on February 24, 2026. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 4,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-077233 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 88,420 F1 · shares: Consists of shares of Class A Common Stock issuable under 4,393 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over four years with a one year cliff. F2 · price: The shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance share units. Read SEC document |
| February 23, 2026 Filed Feb 24, 2026 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 321 | $15.07 | $4,837.47 |
DisclosureSEC source: 0001193125-26-067407 · ownership.xml · nonDerivative · entry 2 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,027 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on February 20, 2026. In compliance with SEC guidance, the reporting person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,157 | $15.49 | $17,921.93 |
DisclosureSEC source: 0001193125-26-067407 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,348 F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on February 20, 2026, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on February 20, 2026. Read SEC document |
| February 12, 2026 Filed Feb 18, 2026 02:00 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 30,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-055612 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,505 F1 · shares: Consists of shares of Class A Common Stock issuable under 30,081 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over four years. Read SEC document |
| January 05, 2026 Filed Jan 6, 2026 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 675 | $25.16 | $16,983.00 |
DisclosureSEC source: 0001193125-26-004726 · ownership.xml · nonDerivative · entry 2 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 55,424 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 11, 2025. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 634 | $25.43 | $16,122.62 |
DisclosureSEC source: 0001193125-26-004726 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 56,099 F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on January 1, 2026, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on January 2, 2026. Read SEC document |
| December 08, 2025 Filed Dec 9, 2025 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionStock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $7.10 | $0.00 |
DisclosureSEC source: 0001193125-25-312911 · ownership.xml · derivative · entry 2 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 7,500 shares Expires 2033-07-23 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_date: The shares underlying the option vested over two years, with 12.5% vesting on November 20, 2023, and quarterly thereafter. Read SEC document |
| December 08, 2025 Filed Dec 9, 2025 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 7,500 | $7.10 | $53,212.50 |
DisclosureSEC source: 0001193125-25-312911 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,733 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 |
| December 01, 2025 Filed Dec 2, 2025 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 3,181 | $26.86 | $85,441.66 |
DisclosureSEC source: 0001193125-25-305415 · ownership.xml · nonDerivative · entry 2 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 49,233 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 11, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.41 to $27.15, inclusive. The reporting person undertakes to provide EverQuote, Inc., any security holder of EverQuote, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| December 01, 2025 Filed Dec 2, 2025 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 458 | $26.10 | $11,953.80 |
DisclosureSEC source: 0001193125-25-305415 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,414 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 11, 2025. Read SEC document |
| November 21, 2025 Filed Nov 24, 2025 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 491 | $23.80 | $11,685.80 |
DisclosureSEC source: 0001193125-25-293821 · ownership.xml · nonDerivative · entry 2 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,872 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on November 20, 2025. In compliance with SEC guidance, the reporting person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 2,459 | $23.38 | $57,491.42 |
DisclosureSEC source: 0001193125-25-293821 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,363 F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on November 20, 2025, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on November 20, 2025. Read SEC document |
| November 18, 2025 Filed Nov 19, 2025 22:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 376 | $24.54 | $9,227.04 |
DisclosureSEC source: 0001193125-25-288357 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,822 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 23, 2021, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on November 15, 2025. In compliance with SEC guidance, the reporting person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 582 | $22.17 | $12,902.94 |
DisclosureSEC source: 0001193125-25-230379 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,198 F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on October 1, 2025, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on October 1, 2025. Read SEC document |
| August 21, 2025 Filed Aug 22, 2025 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 191 | $22.67 | $4,329.97 |
DisclosureSEC source: 0000950170-25-111019 · ownership.xml · nonDerivative · entry 2 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,780 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 20, 2025. In compliance with SEC guidance, the reporting person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| August 20, 2025 Filed Aug 22, 2025 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 777 | $22.93 | $17,816.61 |
DisclosureSEC source: 0000950170-25-111019 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,971 F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on August 20, 2025, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on August 20, 2025. Read SEC document |
| August 18, 2025 Filed Aug 19, 2025 20:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 375 | $23.61 | $8,853.75 |
DisclosureSEC source: 0000950170-25-110130 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,748 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 23, 2021, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 15, 2025. In compliance with SEC guidance, the reporting person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:30 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 581 | $24.42 | $14,188.02 |
DisclosureSEC source: 0000950170-25-093904 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,123 F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on July 1, 2025, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on July 1, 2025. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 20:35 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionStock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $7.88 | $0.00 |
DisclosureSEC source: 0000950170-25-083154 · ownership.xml · derivative · entry 2 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,000 shares Expires 2033-04-23 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_date: The shares underlying the option vested over two years, with 25% vesting on November 20, 2023, and 12.5% vesting quarterly thereafter. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 20:35 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 4,000 | $7.88 | $31,520.00 |
DisclosureSEC source: 0000950170-25-083154 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,704 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 |
| May 21, 2025 Filed May 22, 2025 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 482 | $22.87 | $11,023.34 |
DisclosureSEC source: 0000950170-25-076427 · ownership.xml · nonDerivative · entry 2 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,704 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on May 20, 2025. In compliance with SEC guidance, the reporting person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| May 20, 2025 Filed May 22, 2025 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 777 | $23.65 | $18,376.05 |
DisclosureSEC source: 0000950170-25-076427 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,186 F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on May 20, 2025, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on May 20, 2025. Read SEC document |
| May 16, 2025 Filed May 20, 2025 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 375 | $24.28 | $9,105.00 |
DisclosureSEC source: 0000950170-25-075331 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,963 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 23, 2021, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on May 15, 2025. In compliance with SEC guidance, the reporting person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| April 01, 2025 Filed Apr 4, 2025 20:30 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 490 | $26.56 | $13,014.40 |
DisclosureSEC source: 0000950170-25-051169 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,338 F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on April 1, 2025, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on April 1, 2025. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,217 | $27.90 | $33,954.30 |
DisclosureSEC source: 0000950170-25-041263 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 56,828 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 15, 2024. Read SEC document |
| February 27, 2025 Filed Feb 28, 2025 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 7,647 | $25.72 | $196,680.84 |
DisclosureSEC source: 0000950170-25-030072 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,045 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 01:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 460 | $21.21 | $9,756.60 |
DisclosureSEC source: 0000950170-25-025966 · ownership.xml · nonDerivative · entry 2 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,692 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on February 20, 2025. In compliance with SEC guidance, the reporting person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 01:30 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 716 | $21.66 | $15,508.56 |
DisclosureSEC source: 0000950170-25-025966 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,152 F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on February 20, 2025, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on February 20, 2025. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 364 | $22.21 | $8,084.44 |
DisclosureSEC source: 0000950170-25-024890 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,868 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 23, 2021, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on February 15, 2024. In compliance with SEC guidance, the reporting person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 13,112 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-020013 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,232 F1 · shares: Consists of shares of Class A Common Stock issuable under 13,112 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in equal quarterly installments over four years. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:27 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 210 | $20.25 | $4,252.50 |
DisclosureSEC source: 0000950170-25-002164 · ownership.xml · nonDerivative · entry 1 Ayotte Jon · CIK 0001983015 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,120 F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on January 2, 2025, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on January 2, 2025. 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.