Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverQuote, Inc.EVER · Entity 2081 | CFO and Chief Admin Officer | October 01, 2026 | October 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
EverQuote, Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 292,826 |
Ending reported balance
After 2026-10-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Tax withholding · Disposed 8,603 · Balance 293,465 F1: 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 12, 2024, February 11, 2025 and February 12, 2026, and performance-based restricted stock units granted on February 12, 2024 and 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. Row 2 · 2026-10-02 · Sale · Disposed 639 · Balance 292,826 F2: The shares were sold pursuant to Automatic Sale Instructions adopted by the reporting person on March 17, 2023, which are intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The instructions require the sale of shares sufficient to satisfy tax withholding obligations upon vesting of restricted stock units granted on February 17, 2023. The sale was made solely to satisfy tax withholding obligations from the vesting of those restricted stock units on October 1, 2026, and was not a discretionary trade by the reporting person. |
| Class A Common StockSEC Table I · non-derivative | IndirectAs custodian for UTMA account for first child | 1,365 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,365 |
| Class A Common StockSEC Table I · non-derivative | IndirectAs custodian for UTMA account for second child | 1,365 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,365 |
Filing footnotes · ownership attribution and instrument terms
F1: 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 12, 2024, February 11, 2025 and February 12, 2026, and performance-based restricted stock units granted on February 12, 2024 and 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.
F2: The shares were sold pursuant to Automatic Sale Instructions adopted by the reporting person on March 17, 2023, which are intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The instructions require the sale of shares sufficient to satisfy tax withholding obligations upon vesting of restricted stock units granted on February 17, 2023. The sale was made solely to satisfy tax withholding obligations from the vesting of those restricted stock units on October 1, 2026, and was not a discretionary trade by the reporting person.
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 02, 2026 Filed Oct 5, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 639 | $19.87 | $12,696.93 |
DisclosureSEC source: 0001193125-26-414331 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 292,826 F2 · shares: The shares were sold pursuant to Automatic Sale Instructions adopted by the reporting person on March 17, 2023, which are intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The instructions require the sale of shares sufficient to satisfy tax withholding obligations upon vesting of restricted stock units granted on February 17, 2023. The sale was made solely to satisfy tax withholding obligations from the vesting of those restricted stock units on October 1, 2026, and was not a discretionary trade by the reporting person. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 8,603 | $19.98 | $171,887.94 |
DisclosureSEC source: 0001193125-26-414331 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 293,465 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 12, 2024, February 11, 2025 and February 12, 2026, and performance-based restricted stock units granted on February 12, 2024 and 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 20, 2026 Filed Aug 24, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 3,173 | $24.91 | $79,039.43 |
DisclosureSEC source: 0001193125-26-363743 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,068 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 |
| August 10, 2026 Filed Aug 11, 2026 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 6,667 | $25.51 | $170,075.17 |
DisclosureSEC source: 0001193125-26-345085 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 305,241 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 3, 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 $25.18 to $26.03, 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 |
| July 08, 2026 Filed Jul 10, 2026 20:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 6,667 | $24.63 | $164,208.21 |
DisclosureSEC source: 0001193125-26-300959 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 311,908 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 4, 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 $24.18 to $25.14, 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 | 642 | $24.50 | $15,729.00 |
DisclosureSEC source: 0001193125-26-298660 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 318,575 F1 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2023, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on July 1, 2026. The sales do not represent discretionary trades by the reporting person. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 8,603 | $24.73 | $212,752.19 |
DisclosureSEC source: 0001193125-26-294872 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 319,217 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 08, 2026 Filed Jun 10, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,920 | $19.55 | $37,536.00 |
DisclosureSEC source: 0001193125-26-266016 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 327,820 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 4, 2025. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.44 to $19.66, 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 |
| June 08, 2026 Filed Jun 10, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 4,746 | $19.17 | $90,980.82 |
DisclosureSEC source: 0001193125-26-266016 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 329,740 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 4, 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 $18.40 to $19.39, 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, 2026 Filed May 22, 2026 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 3,174 | $18.71 | $59,385.54 |
DisclosureSEC source: 0001193125-26-237218 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 334,486 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 07, 2026 Filed May 8, 2026 23:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 20,000 | $20.70 | $414,000.00 |
DisclosureSEC source: 0001193125-26-215200 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 337,660 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 4, 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 $20.29 to $21.16, 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 |
| April 02, 2026 Filed Apr 2, 2026 23:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 650 | $14.42 | $9,373.00 |
DisclosureSEC source: 0001193125-26-140768 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 357,660 F2 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2023, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on April 1, 2026. The sales do not represent discretionary trades by the reporting person. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 23:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 8,603 | $14.74 | $126,808.22 |
DisclosureSEC source: 0001193125-26-140768 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 358,310 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 24, 2026 Filed Feb 26, 2026 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 5,765 | $15.50 | $89,357.50 |
DisclosureSEC source: 0001193125-26-077229 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 366,913 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 | 47,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-077229 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 372,678 F1 · shares: Consists of shares of Class A Common Stock issuable under 47,690 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 20, 2026 Filed Feb 24, 2026 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 3,189 | $15.49 | $49,397.61 |
DisclosureSEC source: 0001193125-26-067406 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 324,988 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 | 88,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-055613 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · CFO and Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 328,177 F1 · shares: Consists of shares of Class A Common Stock issuable under 88,235 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 | 644 | $21.94 | $14,129.36 |
DisclosureSEC source: 0001193125-26-004713 · ownership.xml · nonDerivative · entry 3 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 239,942 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2023, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on January 1, 2026. The sales do not represent discretionary trades by the reporting person. Read SEC document |
| January 05, 2026 Filed Jan 6, 2026 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 419 | $25.16 | $10,542.04 |
DisclosureSEC source: 0001193125-26-004713 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 240,586 F2 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on January 1, 2026. In compliance with SEC guidance, the reporting person states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sales do not represent discretionary trades by the reporting person. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 4,494 | $25.43 | $114,282.42 |
DisclosureSEC source: 0001193125-26-004713 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 241,005 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 05, 2025 Filed Dec 9, 2025 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | GiftClass A Common Stock | 1,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-312910 · ownership.xml · nonDerivative · entry 4 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for UTMA account for second child Disclosed balance after: 1,365 F2 · kind: Represents a gift by the Reporting Person to a custodial account for the second child of the Reporting Person under the UTMA. The Reporting Person is the custodian of the UTMA account for the benefit of the second child. The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | GiftClass A Common Stock | 1,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-312910 · ownership.xml · nonDerivative · entry 3 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,499 F2 · kind: Represents a gift by the Reporting Person to a custodial account for the second child of the Reporting Person under the UTMA. The Reporting Person is the custodian of the UTMA account for the benefit of the second child. The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | GiftClass A Common Stock | 1,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-312910 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for UTMA account for first child Disclosed balance after: 1,365 F1 · kind: Represents a gift by the Reporting Person to a custodial account for the first child of the Reporting Person under the Uniform Transfers to Minors Act or the Uniform Gifts to Minors Act ("UTMA"). The Reporting Person is the custodian of the UTMA account for the benefit of the first child. The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | GiftClass A Common Stock | 1,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-312910 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,864 F1 · kind: Represents a gift by the Reporting Person to a custodial account for the first child of the Reporting Person under the Uniform Transfers to Minors Act or the Uniform Gifts to Minors Act ("UTMA"). The Reporting Person is the custodian of the UTMA account for the benefit of the first child. The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 3,174 | $23.38 | $74,208.12 |
DisclosureSEC source: 0001193125-25-293822 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,229 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 | 512 | $24.54 | $12,564.48 |
DisclosureSEC source: 0001193125-25-288358 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,403 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 21, 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, 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 02, 2025 Filed Oct 3, 2025 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 644 | $21.94 | $14,129.36 |
DisclosureSEC source: 0001193125-25-230373 · ownership.xml · nonDerivative · entry 3 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 251,915 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2023, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on October 1, 2025. The sales do not represent discretionary trades by the reporting person. Read SEC document |
| October 02, 2025 Filed Oct 3, 2025 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 419 | $21.94 | $9,192.86 |
DisclosureSEC source: 0001193125-25-230373 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 252,559 F2 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on October 1, 2025. In compliance with SEC guidance, the reporting person states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sales do not represent discretionary trades 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 | 4,495 | $22.17 | $99,654.15 |
DisclosureSEC source: 0001193125-25-230373 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 252,978 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 20, 2025 Filed Aug 22, 2025 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 3,173 | $22.93 | $72,756.89 |
DisclosureSEC source: 0000950170-25-111018 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 257,473 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 | 233 | $23.61 | $5,501.13 |
DisclosureSEC source: 0000950170-25-110131 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,646 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 4, 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 |
| August 18, 2025 Filed Aug 19, 2025 20:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 511 | $23.61 | $12,064.71 |
DisclosureSEC source: 0000950170-25-110131 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,879 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 21, 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, 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 02, 2025 Filed Jul 3, 2025 20:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 644 | $24.13 | $15,539.72 |
DisclosureSEC source: 0000950170-25-093900 · ownership.xml · nonDerivative · entry 3 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 261,390 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2023, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on July 1, 2025. The sales do not represent discretionary trades by the reporting person. Read SEC document |
| July 02, 2025 Filed Jul 3, 2025 20:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 419 | $24.13 | $10,110.47 |
DisclosureSEC source: 0000950170-25-093900 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 262,034 F2 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on July 1, 2025. In compliance with SEC guidance, the reporting person states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sales do not represent discretionary trades 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 | 4,494 | $24.42 | $109,743.48 |
DisclosureSEC source: 0000950170-25-093900 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 262,453 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 |
| May 20, 2025 Filed May 22, 2025 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 3,174 | $23.65 | $75,065.10 |
DisclosureSEC source: 0000950170-25-076432 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,947 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 | 233 | $24.28 | $5,657.24 |
DisclosureSEC source: 0000950170-25-075330 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,121 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 4, 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 |
| May 16, 2025 Filed May 20, 2025 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 511 | $24.28 | $12,407.08 |
DisclosureSEC source: 0000950170-25-075330 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,354 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 21, 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, 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 02, 2025 Filed Apr 4, 2025 20:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 644 | $26.29 | $16,930.76 |
DisclosureSEC source: 0000950170-25-051172 · ownership.xml · nonDerivative · entry 3 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 270,865 F3 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2023, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on April 1, 2025. The sales do not represent discretionary trades by the reporting person. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 20:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 419 | $26.29 | $11,015.51 |
DisclosureSEC source: 0000950170-25-051172 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 271,509 F2 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on April 1, 2025. In compliance with SEC guidance, the reporting person states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sales do not represent discretionary trades 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 | 4,494 | $26.56 | $119,360.64 |
DisclosureSEC source: 0000950170-25-051172 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 271,928 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 |
| February 25, 2025 Filed Feb 27, 2025 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 5,466 | $25.62 | $140,038.92 |
DisclosureSEC source: 0000950170-25-029131 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,422 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 25, 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 25, 2025. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 45,223 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-029131 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 281,888 F1 · shares: Consists of shares of Class A Common Stock issuable under 45,223 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 20, 2025 Filed Feb 25, 2025 01:30 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 3,173 | $21.66 | $68,727.18 |
DisclosureSEC source: 0000950170-25-025964 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,665 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 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 | 233 | $22.21 | $5,174.93 |
DisclosureSEC source: 0000950170-25-024892 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,838 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 4, 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, 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 19, 2025 Filed Feb 21, 2025 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 511 | $22.21 | $11,349.31 |
DisclosureSEC source: 0000950170-25-024892 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240,071 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 21, 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 | 47,453 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-020016 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240,582 F1 · shares: Consists of shares of Class A Common Stock issuable under 47,453 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 | 722 | $20.04 | $14,468.88 |
DisclosureSEC source: 0000950170-25-003070 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 193,129 F2 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2023, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on January 1, 2025. The sales do not represent discretionary trades by the reporting person. Read SEC document |
| January 06, 2025 Filed Jan 7, 2025 22:45 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 470 | $20.04 | $9,418.80 |
DisclosureSEC source: 0000950170-25-003070 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 193,851 F1 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022, and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on January 1, 2025. In compliance with SEC guidance, the reporting person states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sales do not represent discretionary trades by the reporting person. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:28 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,887 | $20.25 | $38,211.75 |
DisclosureSEC source: 0000950170-25-002165 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,321 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.