Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRUPANION, INC.TRUP · Entity 4822 | General Manager | February 27, 2025 | March 03, 2025 |
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.
TRUPANION, INC.
Report date February 27, 2025 · Filed March 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 70 |
Reported balance
After 2025-02-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-02-27 · Grant · Acquired 70 · Balance 70 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: On February 27, 2025, the reporting person was granted 70 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 25, 2025, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 3,773 |
Reported balance
After 2025-02-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-02-27 · Grant · Acquired 3,773 · Balance 3,773 F1: Restricted stock units convert into common stock on a one-for-one basis. F3: On February 27, 2025, the reporting person was granted 3,773 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 25, 2025, after which 1/8th of the total shares vest quarterly, 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, 2025, the reporting person was granted 70 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 25, 2025, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date.
F3: On February 27, 2025, the reporting person was granted 3,773 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 25, 2025, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date.
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 |
|---|---|---|---|---|---|---|
| August 25, 2023 Filed Aug 29, 2023 23:04 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 7 | $29.88 | $209.16 |
DisclosureSEC source: 0001371285-23-000262 · wk-form4_1693350283.xml · nonDerivative · entry 6 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,728 F2 · shares: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 23:04 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 30 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000262 · wk-form4_1693350283.xml · nonDerivative · entry 5 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,735 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 |
| August 25, 2023 Filed Aug 29, 2023 23:04 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 109 | $29.88 | $3,256.92 |
DisclosureSEC source: 0001371285-23-000262 · wk-form4_1693350283.xml · nonDerivative · entry 4 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,705 F2 · shares: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 23:04 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 450 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000262 · wk-form4_1693350283.xml · nonDerivative · entry 3 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,814 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 |
| August 25, 2023 Filed Aug 29, 2023 23:04 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 7 | $29.88 | $209.16 |
DisclosureSEC source: 0001371285-23-000262 · wk-form4_1693350283.xml · nonDerivative · entry 2 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,364 F2 · shares: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 23:04 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 30 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000262 · wk-form4_1693350283.xml · nonDerivative · entry 1 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,371 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 |
| May 25, 2023 Filed May 30, 2023 21:50 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000173 · wk-form4_1685483398.xml · derivative · entry 12 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,533 Underlying: Common Stock · 230 shares Expires 2026-02-25 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. F6 · derivative.exercise_date: On February 28, 2022, the reporting person was granted 3,685 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on February 25, 2023, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. F6 · derivative.expiration_date: On February 28, 2022, the reporting person was granted 3,685 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on February 25, 2023, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. Read SEC document |
| May 25, 2023 Filed May 30, 2023 21:50 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000173 · wk-form4_1685483398.xml · derivative · entry 11 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205 Underlying: Common Stock · 29 shares Expires 2025-02-25 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. F5 · derivative.exercise_date: On February 22, 2021, the reporting person was granted 467 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on February 25, 2022, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. F5 · derivative.expiration_date: On February 22, 2021, the reporting person was granted 467 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on February 25, 2022, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. Read SEC document |
| May 25, 2023 Filed May 30, 2023 21:50 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000173 · wk-form4_1685483398.xml · derivative · entry 10 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,149 Underlying: Common Stock · 450 shares Expires 2025-02-25 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. F4 · derivative.exercise_date: On February 22, 2021, the reporting person was granted 7,198 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on February 25, 2022, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. Read SEC document |
| May 25, 2023 Filed May 30, 2023 21:50 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000173 · wk-form4_1685483398.xml · derivative · entry 9 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91 Underlying: Common Stock · 30 shares Expires 2024-02-25 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. F3 · derivative.exercise_date: On April 3, 2020, the reporting person was granted 485 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on February 25, 2021, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. F3 · derivative.expiration_date: On April 3, 2020, the reporting person was granted 485 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on February 25, 2021, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. Read SEC document |
| May 25, 2023 Filed May 30, 2023 21:50 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 56 | $20.64 | $1,155.84 |
DisclosureSEC source: 0001371285-23-000173 · wk-form4_1685483398.xml · nonDerivative · entry 8 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,341 F2 · shares: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Read SEC document |
| May 25, 2023 Filed May 30, 2023 21:50 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 230 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000173 · wk-form4_1685483398.xml · nonDerivative · entry 7 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,397 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 |
| May 25, 2023 Filed May 30, 2023 21:50 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 7 | $20.64 | $144.48 |
DisclosureSEC source: 0001371285-23-000173 · wk-form4_1685483398.xml · nonDerivative · entry 6 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,167 F2 · shares: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Read SEC document |
| May 25, 2023 Filed May 30, 2023 21:50 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 29 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000173 · wk-form4_1685483398.xml · nonDerivative · entry 5 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,174 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 |
| May 25, 2023 Filed May 30, 2023 21:50 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 109 | $20.64 | $2,249.76 |
DisclosureSEC source: 0001371285-23-000173 · wk-form4_1685483398.xml · nonDerivative · entry 4 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,145 F2 · shares: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Read SEC document |
| May 25, 2023 Filed May 30, 2023 21:50 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 450 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000173 · wk-form4_1685483398.xml · nonDerivative · entry 3 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,254 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 |
| May 25, 2023 Filed May 30, 2023 21:50 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 7 | $20.64 | $144.48 |
DisclosureSEC source: 0001371285-23-000173 · wk-form4_1685483398.xml · nonDerivative · entry 2 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,804 F2 · shares: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Read SEC document |
| May 25, 2023 Filed May 30, 2023 21:50 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 30 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000173 · wk-form4_1685483398.xml · nonDerivative · entry 1 HEWITT MELISSA JOY · CIK 0001967116 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,811 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.