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 |
|---|---|---|---|---|---|---|
| November 20, 2024 Filed Nov 22, 2024 22:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 3,174 | $18.85 | $59,829.90 |
DisclosureSEC source: 0000950170-24-130274 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 196,208 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 18, 2024 Filed Nov 20, 2024 21:10 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 233 | $18.34 | $4,273.22 |
DisclosureSEC source: 0000950170-24-129244 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,382 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 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 |
| November 18, 2024 Filed Nov 20, 2024 21:10 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 512 | $18.34 | $9,390.08 |
DisclosureSEC source: 0000950170-24-129244 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,615 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, 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 | 648 | $20.22 | $13,102.56 |
DisclosureSEC source: 0000950170-24-112450 · ownership.xml · nonDerivative · entry 3 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 200,127 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, 2024. The sales do not represent discretionary trades 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 | 423 | $20.22 | $8,553.06 |
DisclosureSEC source: 0000950170-24-112450 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 200,775 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, 2024. 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, 2024 Filed Oct 3, 2024 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,693 | $20.62 | $34,909.66 |
DisclosureSEC source: 0000950170-24-112450 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 201,198 F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on October 1, 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 26, 2024 Filed Aug 28, 2024 20:05 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 4,800 | $22.50 | $108,000.00 |
DisclosureSEC source: 0000950170-24-101381 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 202,891 F1 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 22, 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 $22.48 to $22.54, 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 21, 2024 Filed Aug 22, 2024 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 4,800 | $21.54 | $103,392.00 |
DisclosureSEC source: 0000950170-24-099913 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 207,691 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 $21.09 to $21.94, 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 |
| August 20, 2024 Filed Aug 22, 2024 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 3,173 | $22.29 | $70,726.17 |
DisclosureSEC source: 0000950170-24-099913 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 212,491 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 16, 2024 Filed Aug 17, 2024 01:35 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 234 | $22.62 | $5,293.08 |
DisclosureSEC source: 0000950170-24-098252 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,664 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 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 |
| August 16, 2024 Filed Aug 17, 2024 01:35 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 513 | $22.62 | $11,604.06 |
DisclosureSEC source: 0000950170-24-098252 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,898 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 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 | 390 | $20.90 | $8,151.00 |
DisclosureSEC source: 0000950170-24-081481 · ownership.xml · nonDerivative · entry 3 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 216,411 F4 · 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, 2024. The sales do not represent discretionary trades by the reporting person. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.90 to $21.02, 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 |
| July 02, 2024 Filed Jul 3, 2024 20:01 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 254 | $20.90 | $5,308.60 |
DisclosureSEC source: 0000950170-24-081481 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 216,801 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, 2024. 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. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.90 to $20.96, 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 |
| July 01, 2024 Filed Jul 3, 2024 20:01 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,552 | $21.10 | $32,747.20 |
DisclosureSEC source: 0000950170-24-081481 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 217,055 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 20, 2024 Filed May 22, 2024 20:05 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,927 | $25.10 | $48,367.70 |
DisclosureSEC source: 0000950170-24-063486 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,607 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 16, 2024 Filed May 20, 2024 20:05 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 142 | $24.45 | $3,471.90 |
DisclosureSEC source: 0000950170-24-062373 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,534 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, 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 |
| May 16, 2024 Filed May 20, 2024 20:05 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 310 | $24.45 | $7,579.50 |
DisclosureSEC source: 0000950170-24-062373 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,676 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, 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 04, 2024 Filed Apr 8, 2024 21:01 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 8,051 | $20.00 | $161,020.00 |
DisclosureSEC source: 0000950170-24-042676 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 220,986 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 |
| April 02, 2024 Filed Apr 4, 2024 20:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 262 | $18.73 | $4,907.26 |
DisclosureSEC source: 0000950170-24-041840 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 229,037 F3 · 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 April1, 2024. The sales do not represent discretionary trades by the reporting person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.68 to $18.73, 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 |
| April 02, 2024 Filed Apr 4, 2024 20:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 402 | $18.73 | $7,529.46 |
DisclosureSEC source: 0000950170-24-041840 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 229,299 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 April 1, 2024. The sales do not represent discretionary trades 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 $18.68 to $18.73, 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 |
| April 01, 2024 Filed Apr 3, 2024 20:12 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,552 | $19.50 | $30,264.00 |
DisclosureSEC source: 0000950170-24-041059 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,701 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 |
| February 20, 2024 Filed Feb 22, 2024 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 2,160 | $14.90 | $32,184.00 |
DisclosureSEC source: 0000950170-24-018818 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,253 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 | 170 | $15.35 | $2,609.50 |
DisclosureSEC source: 0000950170-24-017978 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,413 F3 · 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, 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. F4 · 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 16, 2024 Filed Feb 21, 2024 21:30 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 373 | $15.35 | $5,725.55 |
DisclosureSEC source: 0000950170-24-017978 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,583 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, 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 $15.57, 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 | 55,991 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-015365 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,956 F1 · shares: Consists of shares of Class A Common Stock issuable under 55,991 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, 2024 Filed Jan 9, 2024 21:05 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 477 | $11.49 | $5,480.73 |
DisclosureSEC source: 0000950170-24-003326 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 177,965 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 January 1, 2024. The sales do not represent discretionary trades 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 $11.41 to $11.49, 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 |
| January 03, 2024 Filed Jan 5, 2024 21:46 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 302 | $11.80 | $3,563.60 |
DisclosureSEC source: 0000950170-24-002506 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,442 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, 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 sales do not represent discretionary trades 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 $11.80 to $11.94, 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 |
| November 20, 2023 Filed Nov 21, 2023 21:05 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,927 | $8.54 | $16,456.58 |
DisclosureSEC source: 0000950170-23-065481 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,744 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 21:05 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 142 | $8.79 | $1,248.18 |
DisclosureSEC source: 0000950170-23-064795 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,671 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 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 |
| November 16, 2023 Filed Nov 17, 2023 21:05 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 311 | $8.79 | $2,733.69 |
DisclosureSEC source: 0000950170-23-064795 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,813 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, 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 03, 2023 Filed Oct 5, 2023 20:05 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 257 | $6.91 | $1,775.87 |
DisclosureSEC source: 0000950170-23-052195 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 181,124 F3 · 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, 2023. The sales do not represent discretionary trades by the reporting person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.91 to $6.98, 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 |
| October 03, 2023 Filed Oct 5, 2023 20:05 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 394 | $6.91 | $2,722.54 |
DisclosureSEC source: 0000950170-23-052195 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 181,381 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 October 1, 2023. The sales do not represent discretionary trades 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 $6.91 to $7.00, 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 |
| August 21, 2023 Filed Aug 23, 2023 21:03 UTC | EverQuote, Inc. EVER · Entity 2081 | Tax withholdingClass A Common Stock | 1,926 | $6.05 | $11,652.30 |
DisclosureSEC source: 0000950170-23-044171 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,775 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 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 142 | $6.48 | $920.16 |
DisclosureSEC source: 0000950170-23-043510 · ownership.xml · nonDerivative · entry 3 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 183,701 F3 · 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 August 15, 2023. The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 311 | $6.48 | $2,015.28 |
DisclosureSEC source: 0000950170-23-043510 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 183,843 F2 · 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 August 15, 2023. The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 731 | $6.48 | $4,736.88 |
DisclosureSEC source: 0000950170-23-043510 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 184,154 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 15, 2020, 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 26, 2023 20:44 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantStock Option (right to buy) · Derivative | 30,447 | $0.00 Strike: $7.10 | $0.00 |
DisclosureSEC source: 0000950170-23-034769 · ownership.xml · derivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,447 Underlying: Class A Common Stock · 30,447 shares Expires 2033-07-23 F1 · 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 two-year period from the vesting start date. F1 · 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 two-year period from the vesting start date. Read SEC document |
| July 06, 2023 Filed Jul 10, 2023 23:29 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 255 | $6.75 | $1,721.25 |
DisclosureSEC source: 0000950170-23-032419 · ownership.xml · nonDerivative · entry 2 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 184,885 F2 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on July 1, 2023. The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| July 06, 2023 Filed Jul 10, 2023 23:29 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 392 | $6.75 | $2,646.00 |
DisclosureSEC source: 0000950170-23-032419 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 185,140 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2023, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on July 1, 2023. The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| June 29, 2023 Filed Jun 30, 2023 20:16 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 105,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-031114 · ownership.xml · nonDerivative · entry 1 Sanborn Joseph · CIK 0001983016 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,532 F1 · shares: Consists of shares of Class A Common Stock issuable under 105,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.