Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverQuote, Inc.EVER · Entity 2081 | Director · CEO and President | October 01, 2026 | October 05, 2026 |
| GRANDSTAND LtdGAMB · Entity 7069 | Director | March 18, 2026 | March 18, 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 | 557,828 |
Ending reported balance
After 2026-10-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-10-01 · Tax withholding · Disposed 23,757 · Balance 567,403 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 17, 2023, 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 · 2026-10-01 · Exercise / conversion · Acquired 11,405 · Balance 578,808 F2: The option exercises and sale were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 16, 2026. Row 3 · 2026-10-01 · Sale · Disposed 20,633 · Balance 558,175 F2: The option exercises and sale were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 16, 2026. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.49 to $20.46, 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. Row 4 · 2026-10-01 · Sale · Disposed 347 · Balance 557,828 F2: The option exercises and sale were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 16, 2026. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.50 to $20.51, 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.96 · Expires 2027-10-17 | Direct | 103,069 |
Reported balance
After 2026-10-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-10-01 · Exercise / conversion · Disposed 11,405 · Balance 103,069 F2: The option exercises and sale were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 16, 2026. F5: This option was granted on October 18, 2017. 25% of the shares underlying the option vested on September 30, 2018, with the remaining shares vesting monthly thereafter over the following three years. |
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 17, 2023, 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 option exercises and sale were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 16, 2026.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.49 to $20.46, 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.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.50 to $20.51, 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.
F5: This option was granted on October 18, 2017. 25% of the shares underlying the option vested on September 30, 2018, with the remaining shares vesting monthly thereafter over the following three years.
GRANDSTAND Ltd
Report date March 18, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 12,596 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 12,596 |
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 |
|---|---|---|---|---|---|---|
| September 29, 2020 Filed Oct 1, 2020 23:10 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 484 | $38.34 | $18,556.56 |
DisclosureSEC source: 0000899243-20-026714 · doc4.xml · nonDerivative · entry 2 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,392 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 10, 2020, as amended on May 20, 2020 and August 17, 2020. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.77 to $38.53, 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 |
| September 29, 2020 Filed Oct 1, 2020 23:10 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 117 | $37.25 | $4,358.25 |
DisclosureSEC source: 0000899243-20-026714 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,876 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 10, 2020, as amended on May 20, 2020 and August 17, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.67 to $37.53, 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 |
| September 21, 2020 Filed Sep 23, 2020 22:23 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 5,000 | $40.38 | $201,900.00 |
DisclosureSEC source: 0000899243-20-026150 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,993 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 10, 2020, as amended on May 20, 2020 and August 17, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.04 to $40.81, 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 |
| September 18, 2020 Filed Sep 18, 2020 23:08 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $6.97 | $0.00 |
DisclosureSEC source: 0000899243-20-025752 · doc4.xml · derivative · entry 4 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,880 Underlying: Class A Common Stock · 30,000 shares Expires 2027-10-18 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. F4 · derivative.exercise_date: This option, representing a right to purchase 266,880 shares, was granted on October 18, 2017. The shares underlying the option vested on various dates commencing on September 30, 2018. Read SEC document |
| September 18, 2020 Filed Sep 18, 2020 23:08 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 30,000 | $6.97 | $209,100.00 |
DisclosureSEC source: 0000899243-20-025752 · doc4.xml · nonDerivative · entry 3 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,993 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 |
| September 16, 2020 Filed Sep 18, 2020 23:08 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 5,503 | $38.82 | $213,626.46 |
DisclosureSEC source: 0000899243-20-025752 · doc4.xml · nonDerivative · entry 2 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,993 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 10, 2020, as amended on May 20, 2020 and August 17, 2020. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.66 to $39.30, 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 |
| September 16, 2020 Filed Sep 18, 2020 23:08 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 24,497 | $38.25 | $937,010.25 |
DisclosureSEC source: 0000899243-20-025752 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,496 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 10, 2020, as amended on May 20, 2020 and August 17, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.66 to $38.64, 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 06, 2020 Filed Apr 6, 2023 01:47 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 208 | $60.25 | $12,532.00 |
DisclosureSEC source: 0000899243-23-010834 · doc4.xml · nonDerivative · entry 2 Mendal Jayme · CIK 0001744403 · Director · CEO and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 237,690 F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 10, 2020, as amended on May 20, 2020. F3 · shares: The Reporting Person inadvertently failed to report the acquisition of these shares of Class A Common Stock, and therefore, the total amount of securities beneficially owned by the Reporting Person and reported in column 5 of Table I was overstated by the amount of these shares in each of the Forms 4 filed after July 6, 2020 and before April 5, 2023. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $60.64, 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. F6 · balance_after: The amount of securities beneficially owned that is reported on this line is as of July 6, 2020. Read SEC document |
| July 06, 2020 Filed Apr 6, 2023 01:47 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 292 | $59.74 | $17,444.08 |
DisclosureSEC source: 0000899243-23-010834 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Director · CEO and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 237,898 F1 · security: The Reporting Person's title changed from Chief Operating Officer to CEO and President in November 2020. The Reporting Person was also elected as a director in November 2020. F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 10, 2020, as amended on May 20, 2020. F3 · shares: The Reporting Person inadvertently failed to report the acquisition of these shares of Class A Common Stock, and therefore, the total amount of securities beneficially owned by the Reporting Person and reported in column 5 of Table I was overstated by the amount of these shares in each of the Forms 4 filed after July 6, 2020 and before April 5, 2023. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.25 to $59.99, 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 |
| June 30, 2020 Filed Jul 2, 2020 23:03 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 353 | $57.86 | $20,424.58 |
DisclosureSEC source: 0000899243-20-018351 · doc4.xml · nonDerivative · entry 5 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,993 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.58 to $58.19, 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 |
| June 30, 2020 Filed Jul 2, 2020 23:03 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 50 | $57.22 | $2,861.00 |
DisclosureSEC source: 0000899243-20-018351 · doc4.xml · nonDerivative · entry 4 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,346 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.90 to $57.57, 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 |
| June 30, 2020 Filed Jul 2, 2020 23:03 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 121 | $56.23 | $6,803.83 |
DisclosureSEC source: 0000899243-20-018351 · doc4.xml · nonDerivative · entry 3 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,396 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.80 to $56.48, 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 |
| June 30, 2020 Filed Jul 2, 2020 23:03 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 99 | $55.07 | $5,451.93 |
DisclosureSEC source: 0000899243-20-018351 · doc4.xml · nonDerivative · entry 2 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,517 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.56 to $55.44, 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 |
| June 30, 2020 Filed Jul 2, 2020 23:03 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 177 | $58.32 | $10,322.64 |
DisclosureSEC source: 0000899243-20-018351 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,616 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.20 to $58.54, 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 |
| June 25, 2020 Filed Jun 30, 2020 00:53 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,889 | $62.18 | $117,458.02 |
DisclosureSEC source: 0001209191-20-039330 · doc4.xml · nonDerivative · entry 3 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,793 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.65 to $62.55, 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 |
| June 25, 2020 Filed Jun 30, 2020 00:53 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 900 | $61.15 | $55,035.00 |
DisclosureSEC source: 0001209191-20-039330 · doc4.xml · nonDerivative · entry 2 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,682 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.61 to $61.47, 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 |
| June 25, 2020 Filed Jun 30, 2020 00:53 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 526 | $59.76 | $31,433.76 |
DisclosureSEC source: 0001209191-20-039330 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,582 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.39 to $60.00, 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 |
| June 19, 2020 Filed Jun 23, 2020 00:38 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 194 | $61.43 | $11,917.42 |
DisclosureSEC source: 0000899243-20-017458 · doc4.xml · nonDerivative · entry 2 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,108 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.20 to $61.70, 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 |
| June 19, 2020 Filed Jun 23, 2020 00:38 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 2,212 | $60.67 | $134,202.04 |
DisclosureSEC source: 0000899243-20-017458 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,302 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.17 to $61.16, 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 |
| March 13, 2020 Filed Apr 6, 2023 01:46 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 7,197 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-010833 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,711 F1 · security: The Reporting Person's title changed from Chief Operating Officer to CEO and President in November 2020. The Reporting Person was also elected as a director in November 2020. F2 · shares: The shares of Class A Common Stock were received for no consideration upon the satisfaction of performance criteria underlying an award of performance share units. F3 · shares: The Reporting Person inadvertently failed to report the acquisition of these shares of Class A Common Stock, and therefore, the total amount of securities beneficially owned by the Reporting Person and reported in column 5 of Table I was understated by the amount of these shares in each of the Forms 4 filed after March 13, 2020 and before April 5, 2023. F4 · balance_after: The amount of securities beneficially owned that is reported on this line is as of March 13, 2020. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 00:38 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 24,800 | $0.00 Strike: $6.97 | $0.00 |
DisclosureSEC source: 0000899243-20-004172 · doc4.xml · derivative · entry 4 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,880 Underlying: Class A Common Stock · 24,800 shares Expires not disclosed 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. F4 · derivative.exercise_date: This option, representing a right to purchase 266,880 shares, was granted on October 18, 2017. The shares underlying the option vested as to 25% on September 30, 2018 with the remainder scheduled to vest over thirty-sixty equal monthly installments thereafter. F4 · derivative.expiration_date: This option, representing a right to purchase 266,880 shares, was granted on October 18, 2017. The shares underlying the option vested as to 25% on September 30, 2018 with the remainder scheduled to vest over thirty-sixty equal monthly installments thereafter. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 00:38 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 24,800 | $6.97 | $172,856.00 |
DisclosureSEC source: 0000899243-20-004172 · doc4.xml · nonDerivative · entry 3 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,514 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 07, 2020 Filed Feb 12, 2020 00:38 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 11,555 | $41.89 | $484,038.95 |
DisclosureSEC source: 0000899243-20-004172 · doc4.xml · nonDerivative · entry 2 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,714 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.51 to $42.50, 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 07, 2020 Filed Feb 12, 2020 00:38 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 13,245 | $41.14 | $544,899.30 |
DisclosureSEC source: 0000899243-20-004172 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,269 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.51 to $41.50, 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 24, 2020 Filed Jan 28, 2020 21:25 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 200 | $0.00 Strike: $6.97 | $0.00 |
DisclosureSEC source: 0000899243-20-002219 · doc4.xml · derivative · entry 3 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,680 Underlying: Class A Common Stock · 200 shares Expires 2027-10-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This option, representing a right to purchase 266,880 shares, was granted on October 18, 2017. The shares underlying the option vested as to 25% on September 30, 2018 with the remainder scheduled to vest over thirty-sixty equal monthly installments thereafter. Read SEC document |
| January 24, 2020 Filed Jan 28, 2020 21:25 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 200 | $40.51 | $8,102.00 |
DisclosureSEC source: 0000899243-20-002219 · doc4.xml · nonDerivative · entry 2 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,514 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019. Read SEC document |
| January 24, 2020 Filed Jan 28, 2020 21:25 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 200 | $6.97 | $1,394.00 |
DisclosureSEC source: 0000899243-20-002219 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,714 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 |
| December 31, 2019 Filed Jan 4, 2020 01:09 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 824 | $33.42 | $27,538.08 |
DisclosureSEC source: 0000899243-20-000379 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,514 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.40 to $34.19, 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 27, 2019 Filed Apr 6, 2023 01:42 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 16,000 | $0.00 Strike: $6.96 | $0.00 |
DisclosureSEC source: 0000899243-23-010829 · doc4.xml · derivative · entry 2 Mendal Jayme · CIK 0001744403 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,880 Underlying: Class A Common Stock · 16,000 shares Expires 2027-10-18 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. F4 · derivative.exercise_date: This option, representing a right to purchase 266,880 shares, was granted on October 18, 2017. The shares underlying the option vested on various dates commencing on September 30, 2018. F5 · balance_after: Due to the Reporting Person's inadvertent failure to report the exercise of the Employee Stock Option as to 16,000 shares of Class A Common Stock, the number of derivative securities beneficially owned by the Reporting Person following the reported transaction and reported in column 9 of Table II was overstated by this same amount for the Form 4s filed on November 5, 2020 and December 4, 2020, as both Form 4s reported exercises of the Employee Stock Option. Read SEC document |
| November 27, 2019 Filed Apr 6, 2023 01:42 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 16,000 | $6.96 | $111,360.00 |
DisclosureSEC source: 0000899243-23-010829 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 238,338 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 · security: The Reporting Person's title changed from Chief Operating Officer to CEO and President in November 2020. The Reporting Person was also elected as a director in November 2020. F2 · shares: The Reporting Person inadvertently failed to report the acquisition of these shares of Class A Common Stock, and therefore, the total amount of securities beneficially owned by the Reporting Person and reported in column 5 of Table I was understated by the amount of these shares in each of the Forms 4 filed after November 27, 2019 and before April 5, 2023. F3 · balance_after: The amount of securities beneficially owned that is reported on this line is as of November 27, 2019. Read SEC document |
| November 26, 2019 Filed Nov 29, 2019 21:08 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 2,107 | $34.00 | $71,638.00 |
DisclosureSEC source: 0000899243-19-028303 · doc4.xml · nonDerivative · entry 3 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,338 F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019 and represent the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on November 25, 2019. The sales do not represent a discretionary trade 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 $33.41to $34.27, 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 26, 2019 Filed Nov 29, 2019 21:08 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,900 | $34.43 | $65,417.00 |
DisclosureSEC source: 0000899243-19-028303 · doc4.xml · nonDerivative · entry 2 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,445 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.33 to $34.62, 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 26, 2019 Filed Nov 29, 2019 21:08 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 14,100 | $33.93 | $478,413.00 |
DisclosureSEC source: 0000899243-19-028303 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,345 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.30 to $34.32, 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 |
| June 11, 2019 Filed Jun 13, 2019 22:52 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-016880 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,445 F1 · shares: Consists of shares of Class A Common Stock issuable under 200,000 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 seven years with the first installment vested on August 25, 2019. Read SEC document |
| April 01, 2019 Filed Apr 4, 2019 22:36 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 7,197 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-010032 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,445 F1 · 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 28, 2019 Filed Mar 1, 2019 23:29 UTC | EverQuote, Inc. EVER · Entity 2081 | PurchaseClass A Common Stock | 4,000 | $7.57 | $30,280.00 |
DisclosureSEC source: 0000899243-19-005511 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,248 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purcahsed in multiple transactions at prices ranging from $7.48 to $7.73, 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 purcahsed at each separate price within the ranges set forth in this Form 4. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 22:46 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 540 | $4.30 | $2,322.00 |
DisclosureSEC source: 0000899243-19-000309 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,248 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2018, and respresent the sale of shares necessary to meet tax withholding obligations as a result of vesting in rescted stock units on December 28, 2018. The sales do not represent a discretionary trade by the reporting person. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 22:32 UTC | EverQuote, Inc. EVER · Entity 2081 | PurchaseClass A Common Stock | 1,000 | $18.00 | $18,000.00 |
DisclosureSEC source: 0000899243-18-019507 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,788 Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 21:03 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 28,788 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018967 · doc4.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,788 F1 · shares: Consists of shares of Class A Common Stock issuable under 28,788 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 the first installment vested on June 30, 2018. Read SEC document |
| June 28, 2018 Filed Aug 21, 2018 23:16 UTC Amendment | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 28,788 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-022906 · doc4a.xml · nonDerivative · entry 1 Mendal Jayme · CIK 0001744403 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,788 F1 · shares: Consists of shares of Class A Common Stock issuable under 28,788 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 from the grant date with the first installment scheduled to vest on September 28, 2018. F2 · shares: The reporting person's Form 4 filed on July 2, 2018 incorrectly described the initial vesting date of the RSUs. 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.