Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRUPANION, INC.TRUP · Entity 4822 | Chief Financial Officer | August 22, 2026 | August 26, 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.
TRUPANION, INC.
Report date August 22, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,230 |
Ending reported balance
After 2026-08-26 transaction · row 9
9 source rows · reconciled sequenceRow 1 · 2026-08-22 · Exercise / conversion · Acquired 313 · Balance 2,394 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2026-08-22 · Tax withholding · Disposed 124 · Balance 2,270 F2: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Row 3 · 2026-08-22 · Exercise / conversion · Acquired 5,248 · Balance 7,518 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 4 · 2026-08-22 · Tax withholding · Disposed 2,095 · Balance 5,423 F2: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Row 5 · 2026-08-22 · Exercise / conversion · Acquired 4,435 · Balance 9,858 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 6 · 2026-08-22 · Tax withholding · Disposed 1,770 · Balance 8,088 F2: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Row 7 · 2026-08-25 · Exercise / conversion · Acquired 3,750 · Balance 11,838 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 8 · 2026-08-25 · Tax withholding · Disposed 1,497 · Balance 10,341 F2: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Row 9 · 2026-08-26 · Sale · Disposed 6,111 · Balance 4,230 F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.62 to $30.17 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, 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 footnote (3). |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Expires 2028-02-25 | Direct | 1,875 |
Reported balance
After 2026-08-22 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-08-22 · Exercise / conversion · Disposed 313 · Balance 1,875 F1: Restricted stock units convert into common stock on a one-for-one basis. F4: On February 27, 2024, the reporting person was granted 5,000 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on February 25, 2025, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Expires 2027-02-22 | Direct | 10,495 |
Reported balance
After 2026-08-22 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-08-22 · Exercise / conversion · Disposed 5,248 · Balance 10,495 F1: Restricted stock units convert into common stock on a one-for-one basis. F5: On February 27, 2025, the reporting person was granted 41,980 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 22, 2025, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Expires 2028-02-22 | Direct | 26,612 |
Reported balance
After 2026-08-22 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-08-22 · Exercise / conversion · Disposed 4,435 · Balance 26,612 F1: Restricted stock units convert into common stock on a one-for-one basis. F6: On February 20, 2026, the reporting person was granted 35,482 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 22, 2026, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Expires 2027-11-25 | Direct | 18,750 |
Reported balance
After 2026-08-25 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-08-25 · Exercise / conversion · Disposed 3,750 · Balance 18,750 F1: Restricted stock units convert into common stock on a one-for-one basis. F7: On November 13, 2023, the reporting person was granted 60,000 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on 11/25/24, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person.
F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.62 to $30.17 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, 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 footnote (3).
F4: On February 27, 2024, the reporting person was granted 5,000 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on February 25, 2025, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date.
F5: On February 27, 2025, the reporting person was granted 41,980 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 22, 2025, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date.
F6: On February 20, 2026, the reporting person was granted 35,482 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 22, 2026, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date.
F7: On November 13, 2023, the reporting person was granted 60,000 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on 11/25/24, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date.
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 |
|---|---|---|---|---|---|---|
| November 22, 2024 Filed Nov 28, 2024 02:46 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 913 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-24-000297 · wk-form4_1732761995.xml · derivative · entry 6 Qureshi Fawwad · CIK 0001995789 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,565 Underlying: Common Stock · 913 shares Expires 2026-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On February 27, 2024, the reporting person was granted 7,304 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 22, 2024, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date. F4 · derivative.expiration_date: On February 27, 2024, the reporting person was granted 7,304 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 22, 2024, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date. Read SEC document |
| November 22, 2024 Filed Nov 28, 2024 02:46 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 291 | $53.60 | $15,597.60 |
DisclosureSEC source: 0001371285-24-000297 · wk-form4_1732761995.xml · nonDerivative · entry 2 Qureshi Fawwad · CIK 0001995789 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 622 F2 · shares: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Read SEC document |
| November 22, 2024 Filed Nov 28, 2024 02:46 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 913 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-24-000297 · wk-form4_1732761995.xml · nonDerivative · entry 1 Qureshi Fawwad · CIK 0001995789 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 913 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| August 26, 2024 Filed Aug 27, 2024 23:39 UTC | TRUPANION, INC. TRUP · Entity 4822 | SaleCommon Stock | 624 | $46.54 | $29,040.96 |
DisclosureSEC source: 0001371285-24-000266 · wk-form4_1724801958.xml · nonDerivative · entry 1 Qureshi Fawwad · CIK 0001995789 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: The sale reported is effected pursuant to a Rule 10b5-1 trading plan adopted by reporting person on May 17, 2024, in order to implement a plan of financial diversification. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. Read SEC document |
| August 22, 2024 Filed Aug 27, 2024 00:15 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 913 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-24-000234 · wk-form4_1724717737.xml · derivative · entry 3 Qureshi Fawwad · CIK 0001995789 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,478 Underlying: Common Stock · 913 shares Expires 2026-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On February 27, 2024, the reporting person was granted 7,304 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 22, 2024, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date. F3 · derivative.expiration_date: On February 27, 2024, the reporting person was granted 7,304 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 22, 2024, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date. Read SEC document |
| August 22, 2024 Filed Aug 27, 2024 00:15 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 289 | $45.39 | $13,117.71 |
DisclosureSEC source: 0001371285-24-000234 · wk-form4_1724717737.xml · nonDerivative · entry 2 Qureshi Fawwad · CIK 0001995789 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 624 F2 · shares: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Read SEC document |
| August 22, 2024 Filed Aug 27, 2024 00:15 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 913 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-24-000234 · wk-form4_1724717737.xml · nonDerivative · entry 1 Qureshi Fawwad · CIK 0001995789 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 913 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 21:15 UTC | TRUPANION, INC. TRUP · Entity 4822 | SaleCommon Stock | 640 | $43.12 | $27,596.80 |
DisclosureSEC source: 0001371285-24-000212 · wk-form4_1724102151.xml · nonDerivative · entry 1 Qureshi Fawwad · CIK 0001995789 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-1 trading plan adopted by reporting person on May 17, 2024 in order to implement a plan of financial diversification. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. Read SEC document |
| May 22, 2024 Filed May 25, 2024 00:26 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 913 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-24-000152 · wk-form4_1716596759.xml · derivative · entry 3 Qureshi Fawwad · CIK 0001995789 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,391 Underlying: Common Stock · 913 shares Expires 2026-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On February 27, 2024, the reporting person was granted 7,304 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 22, 2024, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date. F3 · derivative.expiration_date: On February 27, 2024, the reporting person was granted 7,304 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 22, 2024, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date. Read SEC document |
| May 22, 2024 Filed May 25, 2024 00:26 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 273 | $29.19 | $7,968.87 |
DisclosureSEC source: 0001371285-24-000152 · wk-form4_1716596759.xml · nonDerivative · entry 2 Qureshi Fawwad · CIK 0001995789 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 640 F2 · shares: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Read SEC document |
| May 22, 2024 Filed May 25, 2024 00:26 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 913 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-24-000152 · wk-form4_1716596759.xml · nonDerivative · entry 1 Qureshi Fawwad · CIK 0001995789 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 913 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 23:35 UTC | TRUPANION, INC. TRUP · Entity 4822 | GrantRestricted Stock Unit (RSU) · Derivative | 7,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-24-000082 · wk-form4_1709249708.xml · derivative · entry 2 Qureshi Fawwad · CIK 0001995789 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,304 Underlying: Common Stock · 7,304 shares Expires 2028-02-25 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On February 27, 2024, the reporting person was granted 7,304 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on February 25, 2025, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. F3 · derivative.expiration_date: On February 27, 2024, the reporting person was granted 7,304 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on February 25, 2025, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 23:35 UTC | TRUPANION, INC. TRUP · Entity 4822 | GrantRestricted Stock Unit (RSU) · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-24-000082 · wk-form4_1709249708.xml · derivative · entry 1 Qureshi Fawwad · CIK 0001995789 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2028-02-25 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 27, 2024, the reporting person was granted 5,000 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on February 25, 2025, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. F2 · derivative.expiration_date: On February 27, 2024, the reporting person was granted 5,000 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on February 25, 2025, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. Read SEC document |
| November 13, 2023 Filed Nov 16, 2023 00:55 UTC | TRUPANION, INC. TRUP · Entity 4822 | GrantRestricted Stock Unit (RSU) · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000308 · wk-form4_1700096135.xml · derivative · entry 1 Qureshi Fawwad · CIK 0001995789 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires 2027-11-25 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On November 13, 2023, the reporting person was granted 60,000 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on 11/25/24, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. F2 · derivative.expiration_date: On November 13, 2023, the reporting person was granted 60,000 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on 11/25/24, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest 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.