Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRUPANION, INC.TRUP · Entity 4822 | Chief Legal 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 | 74,013 |
Ending reported balance
After 2026-08-25 transaction · row 10
10 source rows · reconciled sequenceRow 1 · 2026-08-22 · Exercise / conversion · Acquired 265 · Balance 72,509 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2026-08-22 · Tax withholding · Disposed 86 · Balance 72,423 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 3 · 2026-08-22 · Exercise / conversion · Acquired 9 · Balance 72,432 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 4 · 2026-08-22 · Tax withholding · Disposed 2 · Balance 72,430 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 379 · Balance 72,809 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 6 · 2026-08-22 · Tax withholding · Disposed 123 · Balance 72,686 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 · 2026-08-22 · Exercise / conversion · Acquired 1,832 · Balance 74,518 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 8 · 2026-08-22 · Tax withholding · Disposed 590 · Balance 73,928 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 · 2026-08-25 · Exercise / conversion · Acquired 125 · Balance 74,053 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 10 · 2026-08-25 · Tax withholding · Disposed 40 · Balance 74,013 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. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Expires 2027-02-22 | Direct | 531 |
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 265 · Balance 531 F1: Restricted stock units convert into common stock on a one-for-one basis. F3: On February 27, 2025, the reporting person was granted 2,122 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 2027-02-22 | Direct | 18 |
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 9 · Balance 18 F1: Restricted stock units convert into common stock on a one-for-one basis. F4: On February 27, 2025, the reporting person was granted 70 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 2027-08-22 | Direct | 1,516 |
Reported balance
After 2026-08-22 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-08-22 · Exercise / conversion · Disposed 379 · Balance 1,516 F1: Restricted stock units convert into common stock on a one-for-one basis. F5: On August 15, 2025, the reporting person was granted 3,032 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on November 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 | 10,992 |
Reported balance
After 2026-08-22 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-08-22 · Exercise / conversion · Disposed 1,832 · Balance 10,992 F1: Restricted stock units convert into common stock on a one-for-one basis. F6: On February 20, 2026, the reporting person was granted 14,656 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 2027-08-25 | Direct | 500 |
Reported balance
After 2026-08-25 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2026-08-25 · Exercise / conversion · Disposed 125 · Balance 500 F1: Restricted stock units convert into common stock on a one-for-one basis. F7: On August 14, 2023, the Reporting Person was granted 1,999 restricted stock units (RSUs). The RSUs vest and will convert to common stock of the Issuer as to 1/4th of the total shares on August 25, 2024, 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: On February 27, 2025, the reporting person was granted 2,122 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.
F4: On February 27, 2025, the reporting person was granted 70 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.
F5: On August 15, 2025, the reporting person was granted 3,032 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on November 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 14,656 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 August 14, 2023, the Reporting Person was granted 1,999 restricted stock units (RSUs). The RSUs vest and will convert to common stock of the Issuer as to 1/4th of the total shares on August 25, 2024, 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 |
|---|---|---|---|---|---|---|
| August 09, 2017 Filed Aug 11, 2017 21:07 UTC | TRUPANION, INC. TRUP · Entity 4822 | SaleCommon Stock | 1,600 | $22.90 | $36,640.00 |
DisclosureSEC source: 0001371285-17-000122 · wf-form4_150248561040982.xml · nonDerivative · entry 4 BEARMAN ASHER · CIK 0001622728 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,039 Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 21:07 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 1,600 | $4.77 | $7,632.00 |
DisclosureSEC source: 0001371285-17-000122 · wf-form4_150248561040982.xml · nonDerivative · entry 3 BEARMAN ASHER · CIK 0001622728 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,639 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 |
| August 09, 2017 Filed Aug 11, 2017 21:07 UTC | TRUPANION, INC. TRUP · Entity 4822 | SaleCommon Stock | 5,000 | $22.85 | $114,250.00 |
DisclosureSEC source: 0001371285-17-000122 · wf-form4_150248561040982.xml · nonDerivative · entry 2 BEARMAN ASHER · CIK 0001622728 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,039 Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 21:07 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 5,000 | $4.77 | $23,850.00 |
DisclosureSEC source: 0001371285-17-000122 · wf-form4_150248561040982.xml · nonDerivative · entry 1 BEARMAN ASHER · CIK 0001622728 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,039 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 04, 2017 Filed May 8, 2017 21:37 UTC | TRUPANION, INC. TRUP · Entity 4822 | GrantStock Option (right to buy) · Derivative | 35,171 | $0.00 Strike: $17.97 | $0.00 |
DisclosureSEC source: 0001371285-17-000088 · wf-form4_149427940174835.xml · derivative · entry 1 BEARMAN ASHER · CIK 0001622728 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,171 Underlying: Common Stock · 35,171 shares Expires 2027-05-04 F1 · derivative.exercise_date: The option vests as to 25% of the total shares on May 4, 2018, and then 2.0833% of the total shares vest monthly thereafter, with 100% of the total shares vested and exercisable on May 4, 2021, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 00:03 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionStock Option (right to buy) · Derivative | 905 | $4.77 Strike: $4.77 | $4,316.85 |
DisclosureSEC source: 0001371285-17-000046 · wf-form4_148832657485904.xml · derivative · entry 6 BEARMAN ASHER · CIK 0001622728 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,421 Underlying: Common Stock · 905 shares Expires 2023-08-02 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 option vests as to 25% of the total shares on July 15, 2014, and then 2.0833% of the total shares vest monthly thereafter, with 100% of the total shares vested and exercisable on July 15, 2017, subject tothe reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 00:03 UTC | TRUPANION, INC. TRUP · Entity 4822 | SaleCommon Stock | 905 | $16.28 | $14,733.40 |
DisclosureSEC source: 0001371285-17-000046 · wf-form4_148832657485904.xml · nonDerivative · entry 4 BEARMAN ASHER · CIK 0001622728 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,039 Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 00:03 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 905 | $4.77 | $4,316.85 |
DisclosureSEC source: 0001371285-17-000046 · wf-form4_148832657485904.xml · nonDerivative · entry 3 BEARMAN ASHER · CIK 0001622728 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,944 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 |
| February 24, 2017 Filed Mar 1, 2017 00:03 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionStock Option (right to buy) · Derivative | 295 | $4.77 Strike: $4.77 | $1,407.15 |
DisclosureSEC source: 0001371285-17-000046 · wf-form4_148832657485904.xml · derivative · entry 5 BEARMAN ASHER · CIK 0001622728 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,326 Underlying: Common Stock · 295 shares Expires 2023-08-02 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 option vests as to 25% of the total shares on July 15, 2014, and then 2.0833% of the total shares vest monthly thereafter, with 100% of the total shares vested and exercisable on July 15, 2017, subject tothe reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:03 UTC | TRUPANION, INC. TRUP · Entity 4822 | SaleCommon Stock | 295 | $16.28 | $4,802.60 |
DisclosureSEC source: 0001371285-17-000046 · wf-form4_148832657485904.xml · nonDerivative · entry 2 BEARMAN ASHER · CIK 0001622728 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,039 Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:03 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 295 | $4.77 | $1,407.15 |
DisclosureSEC source: 0001371285-17-000046 · wf-form4_148832657485904.xml · nonDerivative · entry 1 BEARMAN ASHER · CIK 0001622728 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,334 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.