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person · Reporting owner

Levitan Dan

Disclosed activity across 2 companies

Tapewire entity
78666
SEC CIK
0001202435

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Smartbird, Inc.BIRD · Entity 1517Director · 10% ownerJune 06, 2025June 10, 2025
TRUPANION, INC.TRUP · Entity 4822DirectorMarch 31, 2024April 03, 2024

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.

Smartbird, Inc.

Report date June 06, 2025 · Filed June 10, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect23,653 Reported balance After 2025-06-06 transaction · row 1
1 source row

Row 1 · 2025-06-06 · Grant · Acquired 6,200 · Balance 23,653

F1: Each share is represented by a restricted stock unit ("RSU"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs shall vest on the earlier to occur of June 6, 2026 and the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan) through the applicable vesting date.

Filing footnotes · ownership attribution and instrument terms

F1: Each share is represented by a restricted stock unit ("RSU"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs shall vest on the earlier to occur of June 6, 2026 and the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan) through the applicable vesting date.

TRUPANION, INC.

Report date March 31, 2024 · Filed April 03, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect95,116 Reported balance After 2024-03-31 transaction · row 1
1 source row

Row 1 · 2024-03-31 · Exercise / conversion · Acquired 1,582 · Balance 95,116

Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Expires 2024-12-31Direct4,744 Reported balance After 2024-03-31 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2024-03-31 · Exercise / conversion · Disposed 1,582 · Balance 4,744

F1: Restricted stock units convert into common stock on a one-for-one basis.

F2: On February 27, 2024, the reporting person was granted 6,326 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2024, June 30, 2024, September 30, 2024, and December 31, 2024, subject to continued service through each vest date.

Filing footnotes · ownership attribution and instrument terms

F1: Restricted stock units convert into common stock on a one-for-one basis.

F2: On February 27, 2024, the reporting person was granted 6,326 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2024, June 30, 2024, September 30, 2024, and December 31, 2024, subject to continued service through each vest date.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
November 05, 2021 Filed Nov 8, 2021 17:04 UTC Smartbird, Inc. BIRD · Entity 1517 ConversionClass B Common Stock · Derivative 290,625 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-063407 · doc4.xml · derivative · entry 8

LEVITAN DAN · CIK 0001202435 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 393,785

Underlying: Class A Common Stock · 290,625 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.

F5 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation.

F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation.

F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation.

F1 · ownership.nature: Shares are held by Maveron Equity Partners V, L.P. Reporting Person is a Managing Member of Maveron General Partner V, LLC, the General Partner of Maveron Equity Partners V, L.P., and shares voting and investment power over such shares.

Read SEC document
November 05, 2021 Filed Nov 8, 2021 17:04 UTC Smartbird, Inc. BIRD · Entity 1517 ConversionSeries Seed Preferred Stock · Derivative 290,625 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-063407 · doc4.xml · derivative · entry 7

LEVITAN DAN · CIK 0001202435 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

Underlying: Class B Common Stock · 290,625 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_price: Each share of Preferred Stock automatically converted into one share of Class B Common Stock immediately prior to the closing of the Issuer's initial public offering.

F4 · derivative.exercise_date: Each share of Preferred Stock automatically converted into one share of Class B Common Stock immediately prior to the closing of the Issuer's initial public offering.

F4 · derivative.expiration_date: Each share of Preferred Stock automatically converted into one share of Class B Common Stock immediately prior to the closing of the Issuer's initial public offering.

F5 · derivative.underlying: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation.

F1 · ownership.nature: Shares are held by Maveron Equity Partners V, L.P. Reporting Person is a Managing Member of Maveron General Partner V, LLC, the General Partner of Maveron Equity Partners V, L.P., and shares voting and investment power over such shares.

Read SEC document
November 05, 2021 Filed Nov 8, 2021 17:04 UTC Smartbird, Inc. BIRD · Entity 1517 SaleClass A Common Stock 178,450 $15.00 $2,676,750.00
Disclosure

SEC source: 0001209191-21-063407 · doc4.xml · nonDerivative · entry 6

LEVITAN DAN · CIK 0001202435 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F3 · ownership.nature: Shares are held by Maveron V Entrepreneurs' Fund, L.P. Reporting Person is a Managing Member of Maveron General Partner V, LLC, the General Partner of Maveron V Entrepreneurs' Fund, L.P., and shares voting and investment power over such shares.

Read SEC document
November 05, 2021 Filed Nov 8, 2021 17:04 UTC Smartbird, Inc. BIRD · Entity 1517 ConversionClass A Common Stock 178,450 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-063407 · doc4.xml · nonDerivative · entry 5

LEVITAN DAN · CIK 0001202435 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 178,450

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 · ownership.nature: Shares are held by Maveron V Entrepreneurs' Fund, L.P. Reporting Person is a Managing Member of Maveron General Partner V, LLC, the General Partner of Maveron V Entrepreneurs' Fund, L.P., and shares voting and investment power over such shares.

Read SEC document
November 05, 2021 Filed Nov 8, 2021 17:04 UTC Smartbird, Inc. BIRD · Entity 1517 SaleClass A Common Stock 382,269 $15.00 $5,734,035.00
Disclosure

SEC source: 0001209191-21-063407 · doc4.xml · nonDerivative · entry 4

LEVITAN DAN · CIK 0001202435 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F2 · ownership.nature: Shares are held by MEP Associates V, L.P. Reporting Person is a Managing Member of Maveron General Partner V, LLC, the General Partner of MEP Associates V, L.P., and shares voting and investment power over such shares.

Read SEC document
November 05, 2021 Filed Nov 8, 2021 17:04 UTC Smartbird, Inc. BIRD · Entity 1517 ConversionClass A Common Stock 382,269 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-063407 · doc4.xml · nonDerivative · entry 3

LEVITAN DAN · CIK 0001202435 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 382,269

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 · ownership.nature: Shares are held by MEP Associates V, L.P. Reporting Person is a Managing Member of Maveron General Partner V, LLC, the General Partner of MEP Associates V, L.P., and shares voting and investment power over such shares.

Read SEC document
November 05, 2021 Filed Nov 8, 2021 17:04 UTC Smartbird, Inc. BIRD · Entity 1517 SaleClass A Common Stock 1,439,281 $15.00 $21,589,215.00
Disclosure

SEC source: 0001209191-21-063407 · doc4.xml · nonDerivative · entry 2

LEVITAN DAN · CIK 0001202435 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · ownership.nature: Shares are held by Maveron Equity Partners V, L.P. Reporting Person is a Managing Member of Maveron General Partner V, LLC, the General Partner of Maveron Equity Partners V, L.P., and shares voting and investment power over such shares.

Read SEC document
November 05, 2021 Filed Nov 8, 2021 17:04 UTC Smartbird, Inc. BIRD · Entity 1517 ConversionClass A Common Stock 1,439,281 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-063407 · doc4.xml · nonDerivative · entry 1

LEVITAN DAN · CIK 0001202435 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,439,281

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 · ownership.nature: Shares are held by Maveron Equity Partners V, L.P. Reporting Person is a Managing Member of Maveron General Partner V, LLC, the General Partner of Maveron Equity Partners V, L.P., and shares voting and investment power over such shares.

Read SEC document
September 30, 2021 Filed Oct 4, 2021 21:57 UTC TRUPANION, INC. TRUP · Entity 4822 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 292 $0.00 $0.00
Disclosure

SEC source: 0001371285-21-000258 · wf-form4_163339902503865.xml · derivative · entry 2

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 293

Underlying: Common Stock · 292 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.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: On February 22, 2021, the Reporting Person was granted 1,169 restricted stock units (RSUs). The RSUs vest and convert to common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2021, June 30, 2021, September 30, 2021, and December 31, 2021, subject to continued service through each vest date.

F2 · derivative.expiration_date: On February 22, 2021, the Reporting Person was granted 1,169 restricted stock units (RSUs). The RSUs vest and convert to common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2021, June 30, 2021, September 30, 2021, and December 31, 2021, subject to continued service through each vest date.

Read SEC document
September 30, 2021 Filed Oct 4, 2021 21:57 UTC TRUPANION, INC. TRUP · Entity 4822 Exercise / conversionCommon Stock 292 Not disclosed Not disclosed
Disclosure

SEC source: 0001371285-21-000258 · wf-form4_163339902503865.xml · nonDerivative · entry 1

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 93,528

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 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
June 30, 2021 Filed Jul 2, 2021 19:20 UTC TRUPANION, INC. TRUP · Entity 4822 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 292 $0.00 $0.00
Disclosure

SEC source: 0001371285-21-000207 · wf-form4_162526804257139.xml · derivative · entry 2

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 585

Underlying: Common Stock · 292 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.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: On February 22, 2021, the Reporting Person was granted 1,169 restricted stock units (RSUs). The RSUs vest and convert to common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2021, June 30, 2021, September 30, 2021, and December 31, 2021, subject to continued service through each vest date.

F2 · derivative.expiration_date: On February 22, 2021, the Reporting Person was granted 1,169 restricted stock units (RSUs). The RSUs vest and convert to common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2021, June 30, 2021, September 30, 2021, and December 31, 2021, subject to continued service through each vest date.

Read SEC document
June 30, 2021 Filed Jul 2, 2021 19:20 UTC TRUPANION, INC. TRUP · Entity 4822 Exercise / conversionCommon Stock 292 Not disclosed Not disclosed
Disclosure

SEC source: 0001371285-21-000207 · wf-form4_162526804257139.xml · nonDerivative · entry 1

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 93,236

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 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
March 31, 2021 Filed Apr 5, 2021 19:44 UTC TRUPANION, INC. TRUP · Entity 4822 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 292 $0.00 $0.00
Disclosure

SEC source: 0001371285-21-000119 · wf-form4_161766619930508.xml · derivative · entry 2

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 877

Underlying: Common Stock · 292 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.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: On February 22, 2021, the Reporting Person was granted 1,169 restricted stock units (RSUs). The RSUs vest and convert to common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2021, June 30, 2021, September 30, 2021, and December 31, 2021, subject to continued service through each vest date.

F2 · derivative.expiration_date: On February 22, 2021, the Reporting Person was granted 1,169 restricted stock units (RSUs). The RSUs vest and convert to common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2021, June 30, 2021, September 30, 2021, and December 31, 2021, subject to continued service through each vest date.

Read SEC document
March 31, 2021 Filed Apr 5, 2021 19:44 UTC TRUPANION, INC. TRUP · Entity 4822 Exercise / conversionCommon Stock 292 Not disclosed Not disclosed
Disclosure

SEC source: 0001371285-21-000119 · wf-form4_161766619930508.xml · nonDerivative · entry 1

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,944

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
February 22, 2021 Filed Feb 22, 2021 19:12 UTC TRUPANION, INC. TRUP · Entity 4822 GrantRestricted Stock Unit (RSU) · Derivative 1,169 $0.00 $0.00
Disclosure

SEC source: 0001371285-21-000060 · wf-form4_161403910320450.xml · derivative · entry 1

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,169

Underlying: Common Stock · 1,169 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: On February 22, 2021, the Reporting Person was granted 1,169 restricted stock units (RSUs). The RSUs vest and convert to common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2021, June 30, 2021, September 30, 2021, and December 31, 2021, subject to continued service through each vest date.

F2 · derivative.expiration_date: On February 22, 2021, the Reporting Person was granted 1,169 restricted stock units (RSUs). The RSUs vest and convert to common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2021, June 30, 2021, September 30, 2021, and December 31, 2021, subject to continued service through each vest date.

Read SEC document
December 31, 2020 Filed Jan 5, 2021 19:24 UTC TRUPANION, INC. TRUP · Entity 4822 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 697 $0.00 $0.00
Disclosure

SEC source: 0001371285-21-000016 · wf-form4_160989268096795.xml · derivative · entry 2

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 697 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.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: On April 17, 2020, the Reporting Person was granted 2,787 restricted stock units, of which 25% became immediately vested. The remaining RSUs vested and converted to common stock of the Issuer as to 1/4th of the total shares on each of June 30, 2020, September 30, 2020, and December 31, 2020, subject to continued service through each vesting date.

F2 · derivative.expiration_date: On April 17, 2020, the Reporting Person was granted 2,787 restricted stock units, of which 25% became immediately vested. The remaining RSUs vested and converted to common stock of the Issuer as to 1/4th of the total shares on each of June 30, 2020, September 30, 2020, and December 31, 2020, subject to continued service through each vesting date.

Read SEC document
December 31, 2020 Filed Jan 5, 2021 19:24 UTC TRUPANION, INC. TRUP · Entity 4822 Exercise / conversionCommon Stock 697 Not disclosed Not disclosed
Disclosure

SEC source: 0001371285-21-000016 · wf-form4_160989268096795.xml · nonDerivative · entry 1

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,652

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 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
December 03, 2020 Filed Apr 28, 2021 17:16 UTC TRUPANION, INC. TRUP · Entity 4822 GiftCommon Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001371285-21-000141 · wf-form5_161964455970685.xml · nonDerivative · entry 2

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust - Levitan Family Foundation

Disclosed balance after: 10,000

Read SEC document
December 03, 2020 Filed Apr 28, 2021 17:16 UTC TRUPANION, INC. TRUP · Entity 4822 GiftCommon Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001371285-21-000141 · wf-form5_161964455970685.xml · nonDerivative · entry 1

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,944

Read SEC document
November 30, 2020 Filed Dec 2, 2020 18:51 UTC TRUPANION, INC. TRUP · Entity 4822 SaleCommon Stock 10,000 $100.19 $1,001,862.00
Disclosure

SEC source: 0001371285-20-000317 · wf-form4_160695307669829.xml · nonDerivative · entry 1

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust - Levitan Family Foundation

Disclosed balance after: 0

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.00 to $100.95 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, 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 range set forth in this footnote (1).

Read SEC document
September 30, 2020 Filed Oct 2, 2020 17:34 UTC TRUPANION, INC. TRUP · Entity 4822 Exercise / conversionCommon Stock 697 Not disclosed Not disclosed
Disclosure

SEC source: 0001371285-20-000240 · wf-form4_160167442530070.xml · nonDerivative · entry 3

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 101,955

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 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
August 31, 2020 Filed Oct 2, 2020 17:34 UTC TRUPANION, INC. TRUP · Entity 4822 Exercise / conversionRestricted Stock Unit (RSU) · Derivative 697 $0.00 $0.00
Disclosure

SEC source: 0001371285-20-000240 · wf-form4_160167442530070.xml · derivative · entry 4

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 697

Underlying: Common Stock · 697 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: On April 17, 2020, the Reporting Person was granted 2,787 restricted stock units, of which 25% became immediately vested. The remaining RSUs vest and will convert to common stock of the Issuer as to 1/4th of the total shares on each of June 30, 2020, September 30, 2020, and December 31, 2020, subject to continued service through each vesting date.

F3 · derivative.expiration_date: On April 17, 2020, the Reporting Person was granted 2,787 restricted stock units, of which 25% became immediately vested. The remaining RSUs vest and will convert to common stock of the Issuer as to 1/4th of the total shares on each of June 30, 2020, September 30, 2020, and December 31, 2020, subject to continued service through each vesting date.

Read SEC document
August 31, 2020 Filed Oct 2, 2020 17:34 UTC TRUPANION, INC. TRUP · Entity 4822 GiftCommon Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001371285-20-000240 · wf-form4_160167442530070.xml · nonDerivative · entry 2

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust - Levitan Family Foundation

Disclosed balance after: 10,000

F1 · ownership.nature: Shares are held by a trust the holdings of which are attributable to the reporting person.

Read SEC document
August 31, 2020 Filed Oct 2, 2020 17:34 UTC TRUPANION, INC. TRUP · Entity 4822 GiftCommon Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001371285-20-000240 · wf-form4_160167442530070.xml · nonDerivative · entry 1

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 101,258

Read SEC document
August 13, 2020 Filed Aug 14, 2020 17:14 UTC TRUPANION, INC. TRUP · Entity 4822 SaleCommon Stock 4,835 $60.39 $291,965.34
Disclosure

SEC source: 0001104659-20-095650 · tm2027641-1_4.xml · nonDerivative · entry 1

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.11 to $60.42, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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 range set forth in this footnote.

F2 · ownership.nature: Shares are owned directly by Maveron LLC. The reporting person is a member of Maveron LLC, and may be deemed to share voting and investment power over the securities held by Maveron LLC. The reporting person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Read SEC document
August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 Exercise / conversionStock Option (right to buy) · Derivative 12,688 $0.00 Strike: $16.06 $0.00
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · derivative · entry 28

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,688 shares

Expires 2024-09-26

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.

F33 · derivative.exercise_date: This stock option grant is fully vested.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 Exercise / conversionStock Option (right to buy) · Derivative 20,482 $0.00 Strike: $8.57 $0.00
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · derivative · entry 27

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 20,482 shares

Expires 2026-02-05

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.

F33 · derivative.exercise_date: This stock option grant is fully vested.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 SaleCommon Stock 12,688 $69.71 $884,469.06
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 26

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 111,258

F32 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.34 to $70.01, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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 range set forth in this footnote.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 Exercise / conversionCommon Stock 12,688 $16.06 $203,769.28
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 25

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 123,946

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.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 SaleCommon Stock 20,482 $69.71 $1,427,781.79
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 24

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 111,258

F32 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.34 to $70.01, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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 range set forth in this footnote.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 Exercise / conversionCommon Stock 20,482 $8.57 $175,530.74
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 23

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 131,740

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.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 SaleCommon Stock 20,950 $70.04 $1,467,367.33
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 22

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust - Levitan Family Foundation

Disclosed balance after: 0

F30 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.93 to $70.21, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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 range set forth in this footnote.

F31 · ownership.nature: Shares are held by a trust the holdings of which are attributable to the reporting person.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 SaleCommon Stock 552 $69.85 $38,555.65
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 21

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 4,835

F28 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.82 to $69.85, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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 range set forth in this footnote.

F29 · ownership.nature: Shares owned directly by Maveron LLC.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 SaleCommon Stock 73 $71.53 $5,221.68
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 20

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F27 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.49 to $71.53, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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 range set forth in this footnote.

F25 · ownership.nature: Shares owned directly by Maveron GP.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 SaleCommon Stock 1,163 $70.69 $82,215.49
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 19

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 73

F26 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.48 to $71.44, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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 range set forth in this footnote.

F25 · ownership.nature: Shares owned directly by Maveron GP.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 SaleCommon Stock 1,608 $70.10 $112,723.21
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 18

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,236

F24 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.48 to $70.45, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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 range set forth in this footnote.

F25 · ownership.nature: Shares owned directly by Maveron GP.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 SaleCommon Stock 127 $71.53 $9,084.28
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 17

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F23 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.49 to $71.53, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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 range set forth in this footnote.

F21 · ownership.nature: Shares owned directly by Maveron Entrepreneurs.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 SaleCommon Stock 2,046 $70.69 $144,637.06
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 16

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 127

F22 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.48 to $71.44, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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 range set forth in this footnote.

F21 · ownership.nature: Shares owned directly by Maveron Entrepreneurs.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 SaleCommon Stock 2,827 $70.10 $198,176.94
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 15

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 2,173

F20 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.48 to $70.45, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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 range set forth in this footnote.

F21 · ownership.nature: Shares owned directly by Maveron Entrepreneurs.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 SaleCommon Stock 7,173 $69.63 $499,484.68
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 14

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 111,258

F19 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.34 to $69.90, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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 range set forth in this footnote.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 SaleCommon Stock 25,000 $70.01 $1,750,305.00
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 13

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 118,431

F18 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.05, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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 range set forth in this footnote.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 OtherCommon Stock 34,995 $0.00 $0.00
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 12

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 143,431

F17 · kind: Shares acquired by the reporting person in connection with the distribution of such shares to the partners of Maveron GP.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 OtherCommon Stock 9,258 $0.00 $0.00
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 11

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,436

F16 · kind: Shares acquired by the reporting person in connection with the distribution of such shares to the partners of Maveron Associates.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 OtherCommon Stock 12,797 $0.00 $0.00
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 10

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 99,178

F15 · kind: Shares acquired by the reporting person in connection with the distribution of such shares to the partners of Maveron LLC.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 OtherCommon Stock 21,556 $0.00 $0.00
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 9

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 5,387

F14 · kind: Maveron LLC distributed for no consideration 21,566 shares of common stock of the issuer to its members on August 7, 2020.

F12 · ownership.nature: Shares are owned directly by Maveron LLC. The reporting person is a member of Maveron LLC, and may be deemed to share voting and investment power over the securities held by Maveron LLC. The reporting person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 OtherCommon Stock 219 $0.00 $0.00
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 8

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 26,953

F13 · kind: Shares acquired by Maveron LLC in connection with the distribution of such shares to the partners of Maveron Associates.

F12 · ownership.nature: Shares are owned directly by Maveron LLC. The reporting person is a member of Maveron LLC, and may be deemed to share voting and investment power over the securities held by Maveron LLC. The reporting person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 OtherCommon Stock 21,918 $0.00 $0.00
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 7

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 26,734

F11 · kind: Shares acquired by Maveron LLC in connection with the distribution of such shares to the partners of Maveron GP.

F12 · ownership.nature: Shares are owned directly by Maveron LLC. The reporting person is a member of Maveron LLC, and may be deemed to share voting and investment power over the securities held by Maveron LLC. The reporting person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 OtherCommon Stock 114,393 $0.00 $0.00
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 6

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 2,844

F9 · kind: Maveron GP distributed for no consideration 114,393 shares of common stock of the issuer to its members on August 7, 2020.

F10 · ownership.nature: Shares owned directly by Maveron GP.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 OtherCommon Stock 2,728 $0.00 $0.00
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 5

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 117,237

F8 · kind: Shares acquired and owned directly by Maveron GP in connection with the distribution of such shares to the partners of Maveron Entrepreneurs. The reporting person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

F8 · ownership.nature: Shares acquired and owned directly by Maveron GP in connection with the distribution of such shares to the partners of Maveron Entrepreneurs. The reporting person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

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August 07, 2020 Filed Aug 11, 2020 21:21 UTC TRUPANION, INC. TRUP · Entity 4822 OtherCommon Stock 13,114 $0.00 $0.00
Disclosure

SEC source: 0001104659-20-093440 · tm2027240-1_4.xml · nonDerivative · entry 4

LEVITAN DAN · CIK 0001202435 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 5,000

F6 · kind: Maveron III Entrepreneurs Fund, L.P. ("Maveron Entrepreneurs") made pro rata distributions for no consideration of 13,114 shares of common stock of the issuer to its partners on August 7, 2020.

F7 · ownership.nature: Shares owned directly by Maveron Entrepreneurs. The reporting person, together with Clayton Lewis, Peter McCormick and Jason Stoffer, are members of Maveron GP, which is the general partner of Maveron Entrepreneurs, and may be deemed to share voting and investment power over the securities held by Maveron Entrepreneurs. The reporting person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.