Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverQuote, Inc.EVER · Entity 2081 | Chief Technology 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 | 150,178 |
Ending reported balance
After 2026-10-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-06 · Sale · Disposed 2,334 · Balance 152,804 F1: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 12, 2025. Row 2 · 2026-10-08 · Sale · Disposed 2,626 · Balance 150,178 F1: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 12, 2025. |
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 September 12, 2025.
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 |
|---|---|---|---|---|---|---|
| February 20, 2025 Filed Feb 21, 2025 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 1,562 | $9.41 | $14,698.42 |
DisclosureSEC source: 0000950170-25-024894 · ownership.xml · nonDerivative · entry 2 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 158,345 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 · shares: The option exercises and sale were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2024. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 01:30 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,209 | $21.66 | $26,186.94 |
DisclosureSEC source: 0000950170-25-025963 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,574 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 | 912 | $22.21 | $20,255.52 |
DisclosureSEC source: 0000950170-25-024894 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 156,783 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on February 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 |
| February 11, 2025 Filed Feb 13, 2025 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 49,451 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-020011 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,695 F1 · shares: Consists of shares of Class A Common Stock issuable under 49,451 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 06, 2025 Filed Jan 7, 2025 22:45 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 3,675 | $19.52 | $71,736.00 |
DisclosureSEC source: 0000950170-25-003069 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 108,244 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.32 to $19.94, 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 |
| January 02, 2025 Filed Jan 6, 2025 21:27 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 4,293 | $20.25 | $86,933.25 |
DisclosureSEC source: 0000950170-25-002162 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,919 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 |
| December 26, 2024 Filed Dec 30, 2024 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionStock Option (right to buy) · Derivative | 12,686 | $0.00 Strike: $7.10 | $0.00 |
DisclosureSEC source: 0000950170-24-141183 · ownership.xml · derivative · entry 6 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,515 Underlying: Class A Common Stock · 12,686 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 · shares: The option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2024. F5 · derivative.exercise_date: This option was granted on July 24, 2023. The vesting start date for the shares underlying the option is August 20, 2023 and vesting occurs quarterly over a two-year period from the vesting start date. Read SEC document |
| December 26, 2024 Filed Dec 30, 2024 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionStock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $7.10 | $0.00 |
DisclosureSEC source: 0000950170-24-141183 · ownership.xml · derivative · entry 5 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,875 Underlying: Class A Common Stock · 2,500 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 · shares: The option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2024. F4 · derivative.exercise_date: This option was granted on July 24, 2023. The vesting start date for the shares underlying the option is August 20, 2023 and vesting occurs quarterly over a four-year period from the vesting start date. Read SEC document |
| December 26, 2024 Filed Dec 30, 2024 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionStock Option (right to buy) · Derivative | 14,062 | $0.00 Strike: $9.41 | $0.00 |
DisclosureSEC source: 0000950170-24-141183 · ownership.xml · derivative · entry 4 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,375 Underlying: Class A Common Stock · 14,062 shares Expires 2032-06-27 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 · shares: The option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2024. F3 · derivative.exercise_date: This option was granted on June 28, 2022. The shares underlying the Stock Option are scheduled to vest quarterly over four years with the first installment scheduled to vest on August 20, 2022. Read SEC document |
| December 26, 2024 Filed Dec 30, 2024 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 29,248 | $19.93 | $582,912.64 |
DisclosureSEC source: 0000950170-24-141183 · ownership.xml · nonDerivative · entry 3 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 116,212 F1 · shares: The option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.90 to $20.03, 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 26, 2024 Filed Dec 30, 2024 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 15,186 | $7.10 | $107,744.67 |
DisclosureSEC source: 0000950170-24-141183 · ownership.xml · nonDerivative · entry 2 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 145,460 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 · shares: The option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2024. Read SEC document |
| December 26, 2024 Filed Dec 30, 2024 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 14,062 | $9.41 | $132,323.42 |
DisclosureSEC source: 0000950170-24-141183 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 130,274 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 · shares: The option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2024. Read SEC document |
| December 18, 2024 Filed Dec 19, 2024 23:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 21,079 | $18.03 | $380,054.37 |
DisclosureSEC source: 0000950170-24-138611 · ownership.xml · nonDerivative · entry 4 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 116,212 F1 · shares: The option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2024. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.90 to $18.15, 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 17, 2024 Filed Dec 19, 2024 23:30 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionStock Option (right to buy) · Derivative | 3,171 | $0.00 Strike: $7.10 | $0.00 |
DisclosureSEC source: 0000950170-24-138611 · ownership.xml · derivative · entry 7 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,201 Underlying: Class A Common Stock · 3,171 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 · shares: The option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2024. F6 · derivative.exercise_date: This option was granted on July 24, 2023. The vesting start date for the shares underlying the option is August 20, 2023 and vesting occurs quarterly over a two-year period from the vesting start date. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 23:30 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionStock Option (right to buy) · Derivative | 625 | $0.00 Strike: $7.10 | $0.00 |
DisclosureSEC source: 0000950170-24-138611 · ownership.xml · derivative · entry 6 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,375 Underlying: Class A Common Stock · 625 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 · shares: The option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2024. F5 · derivative.exercise_date: This option was granted on July 24, 2023. The vesting start date for the shares underlying the option is August 20, 2023 and vesting occurs quarterly over a four-year period from the vesting start date. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 23:30 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionStock Option (right to buy) · Derivative | 1,563 | $0.00 Strike: $9.41 | $0.00 |
DisclosureSEC source: 0000950170-24-138611 · ownership.xml · derivative · entry 5 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,437 Underlying: Class A Common Stock · 1,563 shares Expires 2032-06-27 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 · shares: The option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2024. F4 · derivative.exercise_date: This option was granted on June 28, 2022. The shares underlying the Stock Option are scheduled to vest quarterly over four years with the first installment scheduled to vest on August 20, 2022. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 23:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 14,590 | $17.44 | $254,449.60 |
DisclosureSEC source: 0000950170-24-138611 · ownership.xml · nonDerivative · entry 3 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 137,291 F1 · shares: The option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.19 to $18.00, 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 17, 2024 Filed Dec 19, 2024 23:30 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 3,796 | $7.10 | $26,932.62 |
DisclosureSEC source: 0000950170-24-138611 · ownership.xml · nonDerivative · entry 2 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 151,881 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 · shares: The option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2024. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 23:30 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 1,563 | $9.41 | $14,707.83 |
DisclosureSEC source: 0000950170-24-138611 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 148,085 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 · shares: The option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2024. Read SEC document |
| November 21, 2024 Filed Nov 22, 2024 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 3,164 | $18.78 | $59,419.92 |
DisclosureSEC source: 0000950170-24-130277 · ownership.xml · nonDerivative · entry 2 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 146,522 F2 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.54 to $19.01, 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 |
| November 20, 2024 Filed Nov 22, 2024 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 4,231 | $18.85 | $79,754.35 |
DisclosureSEC source: 0000950170-24-130277 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 149,686 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, 2024, 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, 2024. Read SEC document |
| November 19, 2024 Filed Nov 20, 2024 21:10 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 662 | $18.16 | $12,021.92 |
DisclosureSEC source: 0000950170-24-129246 · ownership.xml · nonDerivative · entry 2 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 153,917 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023. Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 21:10 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 912 | $18.34 | $16,726.08 |
DisclosureSEC source: 0000950170-24-129246 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 154,579 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on November 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 |
| October 02, 2024 Filed Oct 3, 2024 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,641 | $20.22 | $33,181.02 |
DisclosureSEC source: 0000950170-24-112447 · ownership.xml · nonDerivative · entry 2 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 155,491 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 3,854 | $20.62 | $79,469.48 |
DisclosureSEC source: 0000950170-24-112447 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 157,132 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, 2024, 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, 2024. Read SEC document |
| August 21, 2024 Filed Aug 22, 2024 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 3,164 | $22.02 | $69,671.28 |
DisclosureSEC source: 0000950170-24-099915 · ownership.xml · nonDerivative · entry 2 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 160,986 F2 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.63 to $22.28, 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 |
| August 20, 2024 Filed Aug 22, 2024 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 4,231 | $22.29 | $94,308.99 |
DisclosureSEC source: 0000950170-24-099915 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 164,150 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, 2024, 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, 2024. Read SEC document |
| August 19, 2024 Filed Aug 19, 2024 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 661 | $21.99 | $14,535.39 |
DisclosureSEC source: 0000950170-24-098645 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 168,381 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023. Read SEC document |
| August 16, 2024 Filed Aug 17, 2024 01:35 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 914 | $22.62 | $20,674.68 |
DisclosureSEC source: 0000950170-24-098250 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,042 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 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 |
| July 02, 2024 Filed Jul 3, 2024 20:01 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 2,043 | $20.96 | $42,821.28 |
DisclosureSEC source: 0000950170-24-081480 · ownership.xml · nonDerivative · entry 2 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 169,956 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.87 to $21.08, 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, 2024 Filed Jul 3, 2024 20:01 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 3,143 | $21.10 | $66,317.30 |
DisclosureSEC source: 0000950170-24-081480 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 171,999 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, 2024, 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, 2024. Read SEC document |
| May 21, 2024 Filed May 23, 2024 20:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 4,327 | $24.95 | $107,958.65 |
DisclosureSEC source: 0000950170-24-063990 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 175,142 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.67 to $25.21, 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 |
| May 20, 2024 Filed May 22, 2024 20:05 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 2,569 | $25.10 | $64,481.90 |
DisclosureSEC source: 0000950170-24-063484 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,469 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, 2024, 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, 2024. Read SEC document |
| May 17, 2024 Filed May 20, 2024 21:01 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 914 | $24.54 | $22,429.56 |
DisclosureSEC source: 0000950170-24-062517 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 182,038 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023. Read SEC document |
| May 16, 2024 Filed May 20, 2024 20:05 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 553 | $24.45 | $13,520.85 |
DisclosureSEC source: 0000950170-24-062376 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,952 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on May 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 |
| April 02, 2024 Filed Apr 3, 2024 20:15 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 2,245 | $18.73 | $42,048.85 |
DisclosureSEC source: 0000950170-24-041076 · ownership.xml · nonDerivative · entry 2 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 183,505 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:15 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 2,854 | $19.50 | $55,653.00 |
DisclosureSEC source: 0000950170-24-041076 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 185,750 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, 2024, 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, 2024. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 14,227 | $17.82 | $253,525.14 |
DisclosureSEC source: 0000950170-24-032900 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 188,604 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.50 to $18.06, 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 |
| February 20, 2024 Filed Feb 22, 2024 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 2,680 | $14.90 | $39,932.00 |
DisclosureSEC source: 0000950170-24-018819 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,831 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, 2024, 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, 2024. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 664 | $15.35 | $10,192.40 |
DisclosureSEC source: 0000950170-24-017975 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,511 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2022, 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.34 to $15.56, inclusive. The reporting person undertakes to provide to 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 |
| February 12, 2024 Filed Feb 14, 2024 22:30 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 54,816 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-015361 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,175 F1 · shares: Consists of shares of Class A Common Stock issuable under 54,816 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, 2024 Filed Jan 3, 2024 22:08 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,587 | $11.90 | $18,885.30 |
DisclosureSEC source: 0000950170-24-001093 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,359 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, 2024, 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, 2024. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:10 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 26,221 | $10.24 | $268,503.04 |
DisclosureSEC source: 0000950170-23-067331 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,946 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.11 to $10.52, inclusive. The reporting person undertakes to provide to 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 range set forth in this Form 4. Read SEC document |
| November 20, 2023 Filed Nov 21, 2023 21:04 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 3,881 | $8.54 | $33,143.74 |
DisclosureSEC source: 0000950170-23-065472 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,167 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, 2023, 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, 2023. Read SEC document |
| November 16, 2023 Filed Nov 17, 2023 21:06 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 5,451 | $8.79 | $47,914.29 |
DisclosureSEC source: 0000950170-23-064802 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,048 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on November 15, 2023. 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 02, 2023 Filed Oct 4, 2023 20:55 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 233 | $7.03 | $1,637.99 |
DisclosureSEC source: 0000950170-23-051950 · ownership.xml · nonDerivative · entry 2 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,499 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 2, 2023, 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 2, 2023. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 20:55 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,101 | $7.03 | $7,740.03 |
DisclosureSEC source: 0000950170-23-051950 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,732 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 2, 2023, 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 2, 2023. Read SEC document |
| August 21, 2023 Filed Aug 23, 2023 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,835 | $6.05 | $11,101.75 |
DisclosureSEC source: 0000950170-23-044169 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,833 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 21, 2023, 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 21, 2023. Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 21:02 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 3,613 | $6.48 | $23,412.24 |
DisclosureSEC source: 0000950170-23-043513 · ownership.xml · nonDerivative · entry 1 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 191,668 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 15, 2023. The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| July 24, 2023 Filed Jul 27, 2023 01:27 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $7.10 | $0.00 |
DisclosureSEC source: 0000950170-23-034924 · ownership.xml · derivative · entry 3 Brainard David · CIK 0001840881 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2033-07-23 F3 · shares: Stock option represents the right to acquire shares of Class A Common Stock upon exercise. The vesting start date for the shares underlying the option is August 20, 2023 and vesting occurs quarterly over a four-year period from the vesting start date. F3 · derivative.exercise_date: Stock option represents the right to acquire shares of Class A Common Stock upon exercise. The vesting start date for the shares underlying the option is August 20, 2023 and vesting occurs quarterly over a four-year period from the vesting start date. 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.