Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverQuote, Inc.EVER · Entity 2081 | General Counsel and Secretary | October 03, 2022 | October 05, 2022 |
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 03, 2022 · Filed October 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 191,243 |
Ending reported balance
After 2022-10-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-10-03 · Sale · Disposed 328 · Balance 192,509 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on October 3, 2022. The sale does not represent a discretionary trade by the reporting person. Row 2 · 2022-10-03 · Tax withholding · Disposed 1,266 · Balance 191,243 F2: 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 3, 2022, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) was based on the closing price of the Company's Class A Common Stock on October 3, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on October 3, 2022. The sale does not represent a discretionary trade by the reporting person.
F2: 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 3, 2022, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) was based on the closing price of the Company's Class A Common Stock on October 3, 2022.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SEMrush Holdings, Inc.
Report date April 28, 2026 · Filed April 29, 2026
Section 16 reporting ended · disclosed 2026-04-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-04-28 transaction · row 1
1 source rowRow 1 · 2026-04-28 · Disposition to issuer · Disposed 271,248 · Balance 0 F1: A portion of these shares represent restricted stock units ("RSUs"). Each RSU represents a right to receive one share of the Issuer's common stock ("Common Stock") upon vesting. F2: On April 28, 2026, pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 18, 2025, by and among Semrush Holdings, Inc., a Delaware corporation (the "Issuer"), Adobe Inc., a Delaware corporation ("Parent"), and Fenway Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. F3: At the effective time of the Merger (the "Effective Time"), each share of Common Stock held by the reporting person was converted into the right to receive $12.00 in cash (the "Merger Consideration"). F4: At the Effective Time, each RSU award that was subject solely to service-based vesting requirements ("RSU Award") held by a non-employee director, contractors or other certain service providers (each, a "Specified Individual") was cancelled and cashed out for a payment equal to the Merger Consideration in respect of each underlying share and each other RSU award was converted into a restricted stock unit award relating to Parent common stock (an "Adobe RSU Award") in respect of a number of shares of Parent common stock obtained by multiplying the number of shares of Common Stock underlying the RSU Award by the quotient of (a) the Merger Consideration divided by (b) the closing price per share of Adobe common stock over the 30 consecutive calendar days ending on (and including) the second to last calendar day preceding the closing date (the "Adobe Trading Price"). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.91 · Expires 2032-11-01 | Direct | 0 |
Reported balance
After 2026-04-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-28 · Disposition to issuer · Disposed 144,717 · Balance 0 F5: At the Effective Time, each option to purchase shares of Common Stock ("Option") that is vested or is held by a Specified Individual was cancelled and cashed out for a payment equal to the excess of the Merger Consideration over the exercise price of such Option in respect of each underlying share and each unvested Option that is not held by a Specified Individual was converted into an Adobe RSU Award in respect of a number of shares of Parent common stock obtained by dividing the spread value of the Option by the Adobe Trading Price. Options with an exercise price equal to or greater than the Merger Consideration were cancelled for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: A portion of these shares represent restricted stock units ("RSUs"). Each RSU represents a right to receive one share of the Issuer's common stock ("Common Stock") upon vesting.
F2: On April 28, 2026, pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 18, 2025, by and among Semrush Holdings, Inc., a Delaware corporation (the "Issuer"), Adobe Inc., a Delaware corporation ("Parent"), and Fenway Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent.
F3: At the effective time of the Merger (the "Effective Time"), each share of Common Stock held by the reporting person was converted into the right to receive $12.00 in cash (the "Merger Consideration").
F4: At the Effective Time, each RSU award that was subject solely to service-based vesting requirements ("RSU Award") held by a non-employee director, contractors or other certain service providers (each, a "Specified Individual") was cancelled and cashed out for a payment equal to the Merger Consideration in respect of each underlying share and each other RSU award was converted into a restricted stock unit award relating to Parent common stock (an "Adobe RSU Award") in respect of a number of shares of Parent common stock obtained by multiplying the number of shares of Common Stock underlying the RSU Award by the quotient of (a) the Merger Consideration divided by (b) the closing price per share of Adobe common stock over the 30 consecutive calendar days ending on (and including) the second to last calendar day preceding the closing date (the "Adobe Trading Price").
F5: At the Effective Time, each option to purchase shares of Common Stock ("Option") that is vested or is held by a Specified Individual was cancelled and cashed out for a payment equal to the excess of the Merger Consideration over the exercise price of such Option in respect of each underlying share and each unvested Option that is not held by a Specified Individual was converted into an Adobe RSU Award in respect of a number of shares of Parent common stock obtained by dividing the spread value of the Option by the Adobe Trading Price. Options with an exercise price equal to or greater than the Merger Consideration were cancelled for no consideration.
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 |
|---|---|---|---|---|---|---|
| March 07, 2019 Filed Mar 7, 2019 21:14 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 390 | $7.41 | $2,889.90 |
DisclosureSEC source: 0000899243-19-006654 · doc4.xml · nonDerivative · entry 2 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,259 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. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 21:14 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 700 | $7.67 | $5,369.00 |
DisclosureSEC source: 0000899243-19-006654 · doc4.xml · nonDerivative · entry 1 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,649 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. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 23:54 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,063 | $0.00 Strike: $1.61 | $0.00 |
DisclosureSEC source: 0000899243-19-005311 · doc4.xml · derivative · entry 5 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,063 shares Expires 2024-04-01 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. F3 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 23:54 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantEmployee Stock Option (right to buy) · Derivative | 4,063 | $0.00 Strike: $1.61 | $0.00 |
DisclosureSEC source: 0000899243-19-005311 · doc4.xml · derivative · entry 4 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,063 Underlying: Class A Common Stock · 4,063 shares Expires 2024-04-01 F3 · kind: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. F3 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 23:54 UTC | EverQuote, Inc. EVER · Entity 2081 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 4,063 | $0.00 Strike: $1.61 | $0.00 |
DisclosureSEC source: 0000899243-19-005311 · doc4.xml · derivative · entry 3 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,443 Underlying: Class B Common Stock · 4,063 shares Expires 2024-04-01 F3 · kind: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. F3 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 23:54 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 4,063 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-005311 · doc4.xml · nonDerivative · entry 2 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,349 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 26, 2019 Filed Feb 28, 2019 23:54 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 5,843 | $7.02 | $41,017.86 |
DisclosureSEC source: 0000899243-19-005311 · doc4.xml · nonDerivative · entry 1 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,286 F1 · kind: 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.00 to $7.10, 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 15, 2019 Filed Feb 19, 2019 21:26 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 650 | $5.53 | $3,594.50 |
DisclosureSEC source: 0000899243-19-004056 · doc4.xml · nonDerivative · entry 1 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,129 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. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 21:41 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 725 | $5.46 | $3,958.50 |
DisclosureSEC source: 0000899243-19-002775 · doc4.xml · nonDerivative · entry 2 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,779 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. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 21:41 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,150 | $5.28 | $6,072.00 |
DisclosureSEC source: 0000899243-19-002775 · doc4.xml · nonDerivative · entry 1 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,504 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.24 to $5.36, 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 14, 2019 Filed Jan 16, 2019 21:06 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 255 | $5.63 | $1,435.65 |
DisclosureSEC source: 0000899243-19-001284 · doc4.xml · nonDerivative · entry 1 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,654 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. Read SEC document |
| January 07, 2019 Filed Jan 9, 2019 21:05 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 2,659 | $5.24 | $13,933.16 |
DisclosureSEC source: 0000899243-19-000832 · doc4.xml · nonDerivative · entry 1 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,909 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.23 to $5.29, 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 04, 2019 Filed Jan 7, 2019 22:45 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 722 | $4.41 | $3,184.02 |
DisclosureSEC source: 0000899243-19-000688 · doc4.xml · nonDerivative · entry 1 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,568 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 January 3, 2018. The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 18:52 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,126 | $0.00 Strike: $1.61 | $0.00 |
DisclosureSEC source: 0000899243-19-000472 · doc4.xml · derivative · entry 5 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 8,126 shares Expires 2024-04-01 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. F3 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 18:52 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantEmployee Stock Option (right to buy) · Derivative | 8,126 | $0.00 Strike: $1.61 | $0.00 |
DisclosureSEC source: 0000899243-19-000472 · doc4.xml · derivative · entry 4 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,126 Underlying: Class A Common Stock · 8,126 shares Expires 2024-04-01 F3 · kind: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. F3 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 18:52 UTC | EverQuote, Inc. EVER · Entity 2081 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 8,126 | $0.00 Strike: $1.61 | $0.00 |
DisclosureSEC source: 0000899243-19-000472 · doc4.xml · derivative · entry 3 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,506 Underlying: Class B Common Stock · 8,126 shares Expires 2024-04-01 F3 · kind: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. F3 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 166,400 shares of Class B Common Stock, which shares fully vested as of February 28, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 18:52 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 8,126 | $4.34 | $35,266.84 |
DisclosureSEC source: 0000899243-19-000472 · doc4.xml · nonDerivative · entry 2 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,290 F1 · kind: 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.13 to $4.52, 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 02, 2019 Filed Jan 4, 2019 18:52 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass A Common Stock | 8,126 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-000472 · doc4.xml · nonDerivative · entry 1 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,416 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, 2018 Filed Jan 3, 2019 22:57 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 6,498 | $4.23 | $27,486.54 |
DisclosureSEC source: 0000899243-19-000315 · doc4.xml · nonDerivative · entry 1 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,290 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.20 to $4.40, 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 |
| December 21, 2018 Filed Dec 26, 2018 21:24 UTC | EverQuote, Inc. EVER · Entity 2081 | Disposition to issuerClass B Common Stock · Derivative | 96,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-031710 · doc4.xml · derivative · entry 2 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 96,000 shares Expires not disclosed F3 · security: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election. The Class B Common Stock has no expiration date. F3 · derivative.exercise_price: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election. The Class B Common Stock has no expiration date. F1 · kind: The two reported transactions involved an amendment of an outstanding restricted stock unit ("RSU") award, resulting in the deemed cancellation of the "old" RSU award and the grant of a replacement RSU award. The original RSU award was granted on October 4, 2016, and represented the right to receive 96,000 shares of Class B Common Stock. The replacement RSU award represents the right to receive 96,000 shares of Class A Common Stock. No other changes were made to the award as a result of the amendment. F3 · derivative.exercise_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election. The Class B Common Stock has no expiration date. F3 · derivative.expiration_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election. The Class B Common Stock has no expiration date. Read SEC document |
| December 21, 2018 Filed Dec 26, 2018 21:24 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 96,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-031710 · doc4.xml · nonDerivative · entry 1 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,788 F1 · kind: The two reported transactions involved an amendment of an outstanding restricted stock unit ("RSU") award, resulting in the deemed cancellation of the "old" RSU award and the grant of a replacement RSU award. The original RSU award was granted on October 4, 2016, and represented the right to receive 96,000 shares of Class B Common Stock. The replacement RSU award represents the right to receive 96,000 shares of Class A Common Stock. No other changes were made to the award as a result of the amendment. F2 · shares: Consists of shares of Class A Common Stock issuable under 96,000 RSUs. Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs will begin to vest 180 days after June 27, 2018 as to an amount equal to 96,000 multiplied by a fraction, the numerator of which is the number of full months since February 3, 2018 that the reporting person has provided services to the issuer and the denominator of which is 48, and the balance of the RSUs will vest in equal monthly installments thereafter upon the reporting person's completion of each month of service until the fourth anniversary of February 3, 2018. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 22:57 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-021257 · doc4.xml · nonDerivative · entry 1 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,788 F1 · shares: Consists of shares of Class A Common Stock issuable under 50,000 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 sixteen equal quarterly installments over four years from the grant date, with the first installment vesting on November 1, 2018. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:01 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B Common Stock · Derivative | 48,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018960 · doc4.xml · derivative · entry 6 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 48,000 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. F3 · security: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date. F3 · derivative.exercise_price: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date. F3 · derivative.exercise_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date. F3 · derivative.expiration_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:01 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass B Common Stock · Derivative | 48,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018960 · doc4.xml · derivative · entry 5 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,000 Underlying: Class A Common Stock · 48,000 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. F3 · security: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date. F3 · derivative.exercise_price: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date. F3 · derivative.exercise_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date. F3 · derivative.expiration_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:01 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionStock Option (right to buy) · Derivative | 48,000 | $0.00 Strike: $1.61 | $0.00 |
DisclosureSEC source: 0000899243-18-018960 · doc4.xml · derivative · entry 4 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,632 Underlying: Class B Common Stock · 48,000 shares Expires 2024-04-01 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 to purchase up to an aggregate total of 166,400 shares of Class B Common Stock was granted on April 2, 2014. The shares underlying the option fully vested as of February 28, 2018. F3 · derivative.underlying: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:01 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 48,000 | $18.00 | $864,000.00 |
DisclosureSEC source: 0000899243-18-018960 · doc4.xml · nonDerivative · entry 3 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,788 Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:01 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass A Common Stock | 48,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018960 · doc4.xml · nonDerivative · entry 2 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,788 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 |
| June 28, 2018 Filed Jul 2, 2018 21:01 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 28,788 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018960 · doc4.xml · nonDerivative · entry 1 Mason David W · CIK 0001744907 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,788 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 23:05 UTC Amendment | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 28,788 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-022896 · doc4a.xml · nonDerivative · entry 1 Mason David W · CIK 0001744907 · General Counsel and Secretary 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.