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person · Reporting owner

Wagner John Brandon

Disclosed activity across 3 companies

Tapewire entity
83590
SEC CIK
0001744433

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
EverQuote, Inc.EVER · Entity 2081CFO and TreasurerApril 03, 2023April 06, 2023
Stratim Cloud Acquisition Corp.SCAQ · Entity 115385DirectorMay 01, 2022May 03, 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 April 03, 2023 · Filed April 06, 2023

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect330,731 Ending reported balance After 2023-04-03 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2023-04-03 · Tax withholding · Disposed 1,584 · Balance 331,740

F1: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on April 3, 2023, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on April 3, 2023.

Row 2 · 2023-04-03 · Tax withholding · Disposed 1,009 · Balance 330,731

F1: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on April 3, 2023, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on April 3, 2023.

Filing footnotes · ownership attribution and instrument terms

F1: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on April 3, 2023, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on April 3, 2023.

Stratim Cloud Acquisition Corp.

Report date May 01, 2022 · Filed May 03, 2022

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B common stockSEC Table II · derivative / convertible securityDirectNot disclosed Reported balance Holding disclosure · report date 2022-05-01 · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · Balance Not disclosed

F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253174) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock, par value $0.0001 per share, of the issuer will automatically convert into shares of Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustment, and have no expiration date.

Filing footnotes · ownership attribution and instrument terms

F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253174) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock, par value $0.0001 per share, of the issuer will automatically convert into shares of Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustment, and have no expiration date.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

BRIGHTCOVE INC

Report date February 04, 2025 · Filed February 04, 2025

Section 16 reporting ended · disclosed 2025-02-04. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2025-02-04 transaction · row 1
1 source row

Row 1 · 2025-02-04 · Disposition to issuer · Disposed 275,000 · Balance 0

F1: This Form 4 reports securities transacted pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated November 24, 2024 by and among the Issuer, Bending Spoons US Inc., a Delaware corporation ("Parent"), Bending Spoons S.p.A., an Italian societa per azioni (solely for the purposes of Section 6.11, Section 6.13 and Section 9.15 of the Merger Agreement), and Blossom Merger Sub Inc., a Delaware corporation and a wholly-owned subsidiary of Bending Spoons ("Merger Sub"). On February 4, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly-owned subsidiary of Parent.

F2: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of Issuer common stock, par value $0.001 per share (the "Issuer Common Stock") was cancelled and automatically converted into the right to receive $4.45 in cash, without interest (the "Merger Consideration").

F3: Includes 275,000 restricted stock units previously subject to time-based vesting conditions (the "RSUs"). Each RSU represented the contingent right to receive one share of Issuer Common Stock upon vesting and settlement. Pursuant to the terms of the Merger Agreement, immediately prior to the Effective Time, each outstanding RSU (whether vested or unvested) was cancelled and extinguished in exchange for the right to receive an amount in cash (without interest and subject to any applicable withholding or other taxes) equal to the product of (i) the Merger Consideration payable with respect to such RSU multiplied by (ii) the aggregate number of shares of Issuer Common Stock subject to such RSU immediately prior to the Effective Time ("RSU Consideration").

Filing footnotes · ownership attribution and instrument terms

F1: This Form 4 reports securities transacted pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated November 24, 2024 by and among the Issuer, Bending Spoons US Inc., a Delaware corporation ("Parent"), Bending Spoons S.p.A., an Italian societa per azioni (solely for the purposes of Section 6.11, Section 6.13 and Section 9.15 of the Merger Agreement), and Blossom Merger Sub Inc., a Delaware corporation and a wholly-owned subsidiary of Bending Spoons ("Merger Sub"). On February 4, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly-owned subsidiary of Parent.

F2: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of Issuer common stock, par value $0.001 per share (the "Issuer Common Stock") was cancelled and automatically converted into the right to receive $4.45 in cash, without interest (the "Merger Consideration").

F3: Includes 275,000 restricted stock units previously subject to time-based vesting conditions (the "RSUs"). Each RSU represented the contingent right to receive one share of Issuer Common Stock upon vesting and settlement. Pursuant to the terms of the Merger Agreement, immediately prior to the Effective Time, each outstanding RSU (whether vested or unvested) was cancelled and extinguished in exchange for the right to receive an amount in cash (without interest and subject to any applicable withholding or other taxes) equal to the product of (i) the Merger Consideration payable with respect to such RSU multiplied by (ii) the aggregate number of shares of Issuer Common Stock subject to such RSU immediately prior to the Effective Time ("RSU Consideration").

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
February 04, 2025 Filed Feb 4, 2025 17:00 UTC BRIGHTCOVE INC BCOV · Entity 83588 Disposition to issuerCommon Stock 275,000 $4.45 $1,223,750.00
Disclosure

SEC source: 0000950170-25-013668 · ownership.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: This Form 4 reports securities transacted pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated November 24, 2024 by and among the Issuer, Bending Spoons US Inc., a Delaware corporation ("Parent"), Bending Spoons S.p.A., an Italian societa per azioni (solely for the purposes of Section 6.11, Section 6.13 and Section 9.15 of the Merger Agreement), and Blossom Merger Sub Inc., a Delaware corporation and a wholly-owned subsidiary of Bending Spoons ("Merger Sub"). On February 4, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly-owned subsidiary of Parent.

F2 · shares: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of Issuer common stock, par value $0.001 per share (the "Issuer Common Stock") was cancelled and automatically converted into the right to receive $4.45 in cash, without interest (the "Merger Consideration").

F3 · shares: Includes 275,000 restricted stock units previously subject to time-based vesting conditions (the "RSUs"). Each RSU represented the contingent right to receive one share of Issuer Common Stock upon vesting and settlement. Pursuant to the terms of the Merger Agreement, immediately prior to the Effective Time, each outstanding RSU (whether vested or unvested) was cancelled and extinguished in exchange for the right to receive an amount in cash (without interest and subject to any applicable withholding or other taxes) equal to the product of (i) the Merger Consideration payable with respect to such RSU multiplied by (ii) the aggregate number of shares of Issuer Common Stock subject to such RSU immediately prior to the Effective Time ("RSU Consideration").

F2 · price: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of Issuer common stock, par value $0.001 per share (the "Issuer Common Stock") was cancelled and automatically converted into the right to receive $4.45 in cash, without interest (the "Merger Consideration").

F3 · price: Includes 275,000 restricted stock units previously subject to time-based vesting conditions (the "RSUs"). Each RSU represented the contingent right to receive one share of Issuer Common Stock upon vesting and settlement. Pursuant to the terms of the Merger Agreement, immediately prior to the Effective Time, each outstanding RSU (whether vested or unvested) was cancelled and extinguished in exchange for the right to receive an amount in cash (without interest and subject to any applicable withholding or other taxes) equal to the product of (i) the Merger Consideration payable with respect to such RSU multiplied by (ii) the aggregate number of shares of Issuer Common Stock subject to such RSU immediately prior to the Effective Time ("RSU Consideration").

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May 13, 2024 Filed May 14, 2024 16:15 UTC BRIGHTCOVE INC BCOV · Entity 83588 GrantCommon Stock 275,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-005642 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 275,000

F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Brightcove Inc. 2021 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Brightcove Inc. common stock. The restricted stock units vest in three equal annual installments beginning on May 13, 2025.

Read SEC document
April 03, 2023 Filed Apr 6, 2023 01:45 UTC EverQuote, Inc. EVER · Entity 2081 Tax withholdingClass A Common Stock 1,009 $14.27 $14,398.43
Disclosure

SEC source: 0000899243-23-010832 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 330,731

F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on April 3, 2023, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on April 3, 2023.

Read SEC document
April 03, 2023 Filed Apr 6, 2023 01:45 UTC EverQuote, Inc. EVER · Entity 2081 Tax withholdingClass A Common Stock 1,584 $14.27 $22,603.68
Disclosure

SEC source: 0000899243-23-010832 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 331,740

F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on April 3, 2023, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on April 3, 2023.

Read SEC document
February 17, 2023 Filed Feb 23, 2023 02:28 UTC EverQuote, Inc. EVER · Entity 2081 GrantStock Option (right to buy) · Derivative 25,000 $0.00 Strike: $15.81 $0.00
Disclosure

SEC source: 0000899243-23-005924 · doc4.xml · derivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Class A Common Stock · 25,000 shares

Expires 2033-02-16

F2 · shares: Stock Option represents the right to acquire shares of Class A Common Stock upon exercise. The shares underlying the Stock Option will vest quarterly over four years with the first installment scheduled to vest on April 1, 2023.

F2 · derivative.exercise_date: Stock Option represents the right to acquire shares of Class A Common Stock upon exercise. The shares underlying the Stock Option will vest quarterly over four years with the first installment scheduled to vest on April 1, 2023.

Read SEC document
February 17, 2023 Filed Feb 23, 2023 02:28 UTC EverQuote, Inc. EVER · Entity 2081 GrantClass A Common Stock 55,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-005924 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 333,324

F1 · shares: Consists of shares of Class A Common Stock issuable under 55,000 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. The RSUs will vest quarterly over four years with the first installment scheduled to vest on April 1, 2023.

Read SEC document
January 18, 2023 Filed Jan 21, 2023 02:28 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 6,250 $18.00 $112,500.00
Disclosure

SEC source: 0000899243-23-002292 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 278,324

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 June 2, 2022.

Read SEC document
January 18, 2023 Filed Jan 21, 2023 02:28 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 6,250 $17.00 $106,250.00
Disclosure

SEC source: 0000899243-23-002292 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 284,574

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 June 2, 2022.

Read SEC document
January 09, 2023 Filed Jan 12, 2023 00:16 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 12,000 $16.00 $192,000.00
Disclosure

SEC source: 0000899243-23-001628 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 290,824

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 June 2, 2022.

Read SEC document
January 03, 2023 Filed Jan 6, 2023 02:24 UTC EverQuote, Inc. EVER · Entity 2081 Tax withholdingClass A Common Stock 1,885 $14.16 $26,691.60
Disclosure

SEC source: 0000899243-23-001127 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 296,931

F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on January 3, 2023, from the vesting of restricted stock units. The number of shares withheld by the Company to satisfy tax withholding obligations (and the net issuance) is based on the closing price of the Company's Class A Common Stock on January 3, 2023.

Read SEC document
December 21, 2022 Filed Dec 24, 2022 01:51 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 13,398 $15.00 $200,970.00
Disclosure

SEC source: 0000899243-22-039334 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 298,816

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 June 2, 2022

Read SEC document
December 21, 2022 Filed Dec 24, 2022 01:51 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 6,000 $14.00 $84,000.00
Disclosure

SEC source: 0000899243-22-039334 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 312,214

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 June 2, 2022

Read SEC document
October 03, 2022 Filed Oct 5, 2022 20:36 UTC EverQuote, Inc. EVER · Entity 2081 Tax withholdingClass A Common Stock 1,584 $6.75 $10,692.00
Disclosure

SEC source: 0000899243-22-033024 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 318,214

F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on October 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.

Read SEC document
July 01, 2022 Filed Jul 5, 2022 23:01 UTC EverQuote, Inc. EVER · Entity 2081 Tax withholdingClass A Common Stock 1,584 $8.98 $14,224.32
Disclosure

SEC source: 0000899243-22-025106 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 319,798

F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on July 1, 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 July 1, 2022.

Read SEC document
June 28, 2022 Filed Jun 30, 2022 21:44 UTC EverQuote, Inc. EVER · Entity 2081 GrantEmployee Stock Option (right to buy) · Derivative 25,000 $0.00 Strike: $9.41 $0.00
Disclosure

SEC source: 0000899243-22-024658 · doc4.xml · derivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Class A Common Stock · 25,000 shares

Expires 2032-06-27

F1 · shares: Stock Option represents the right to acquire shares of Class A Common Stock upon exercise. The shares underlying the Stock Option will vest quarterly over four years with the first installment scheduled to vest on August 20, 2022.

F1 · derivative.exercise_date: Stock Option represents the right to acquire shares of Class A Common Stock upon exercise. The shares underlying the Stock Option will vest quarterly over four years with the first installment scheduled to vest on August 20, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 00:42 UTC EverQuote, Inc. EVER · Entity 2081 Tax withholdingClass A Common Stock 1,584 $16.56 $26,231.04
Disclosure

SEC source: 0000899243-22-013498 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 321,382

F1 · shares: Represents shares of Class A Common Stock withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares of Class A Common Stock delivered to the Reporting Person on April 1, 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) are based on the closing price of the Company's Class A Common Stock on April 1, 2022.

Read SEC document
March 08, 2022 Filed Mar 10, 2022 21:05 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 20,000 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-22-010440 · doc4.xml · derivative · entry 4

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 20,000 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.

F1 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option to purchase shares of Class B Common Stock, resulting in the deemed cancellation of a portion of the "old" option and the grant of a replacement option to purchase shares of Class A Common Stock in equal number to the shares of Class B Common Stock subject to the portion of the "old" option that was deemed cancelled. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 222,400 shares of Class B Common Stock, which shares were fully vested as of March 31, 2018.

Read SEC document
March 08, 2022 Filed Mar 10, 2022 21:05 UTC EverQuote, Inc. EVER · Entity 2081 GrantEmployee Stock Option (right to buy) · Derivative 20,000 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-22-010440 · doc4.xml · derivative · entry 3

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Class A Common Stock · 20,000 shares

Expires 2024-04-01

F1 · kind: The two reported transactions involved an amendment of an outstanding option to purchase shares of Class B Common Stock, resulting in the deemed cancellation of a portion of the "old" option and the grant of a replacement option to purchase shares of Class A Common Stock in equal number to the shares of Class B Common Stock subject to the portion of the "old" option that was deemed cancelled. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 222,400 shares of Class B Common Stock, which shares were fully vested as of March 31, 2018.

F1 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option to purchase shares of Class B Common Stock, resulting in the deemed cancellation of a portion of the "old" option and the grant of a replacement option to purchase shares of Class A Common Stock in equal number to the shares of Class B Common Stock subject to the portion of the "old" option that was deemed cancelled. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 222,400 shares of Class B Common Stock, which shares were fully vested as of March 31, 2018.

Read SEC document
March 08, 2022 Filed Mar 10, 2022 21:05 UTC EverQuote, Inc. EVER · Entity 2081 Disposition to issuerEmployee Stock Option (right to buy) · Derivative 20,000 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-22-010440 · doc4.xml · derivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,502

Underlying: Class B Common Stock · 20,000 shares

Expires 2024-04-01

F1 · kind: The two reported transactions involved an amendment of an outstanding option to purchase shares of Class B Common Stock, resulting in the deemed cancellation of a portion of the "old" option and the grant of a replacement option to purchase shares of Class A Common Stock in equal number to the shares of Class B Common Stock subject to the portion of the "old" option that was deemed cancelled. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 222,400 shares of Class B Common Stock, which shares were fully vested as of March 31, 2018.

F1 · derivative.exercise_date: The two reported transactions involved an amendment of an outstanding option to purchase shares of Class B Common Stock, resulting in the deemed cancellation of a portion of the "old" option and the grant of a replacement option to purchase shares of Class A Common Stock in equal number to the shares of Class B Common Stock subject to the portion of the "old" option that was deemed cancelled. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 222,400 shares of Class B Common Stock, which shares were fully vested as of March 31, 2018.

Read SEC document
March 08, 2022 Filed Mar 10, 2022 21:05 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionClass A Common Stock 20,000 $1.61 $32,200.00
Disclosure

SEC source: 0000899243-22-010440 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 322,966

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 11, 2022 Filed Feb 14, 2022 23:37 UTC EverQuote, Inc. EVER · Entity 2081 GrantClass A Common Stock 86,333 $0.00 $0.00
Disclosure

SEC source: 0000899243-22-006261 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 302,966

F1 · shares: Consists of shares of Class A Common Stock issuable under 86,333 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. The vesting start date for the RSUs is January 1, 2022, and the RSUs will vest over four years with 25% of the RSUs vesting on April 1, 2022 and then in equal quarterly installments thereafter.

Read SEC document
February 11, 2022 Filed Feb 15, 2022 22:51 UTC Amendment EverQuote, Inc. EVER · Entity 2081 GrantClass A Common Stock 86,333 $0.00 $0.00
Disclosure

SEC source: 0000899243-22-006465 · doc4a.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 302,966

F1 · shares: Consists of shares of Class A Common Stock issuable under 86,333 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. The RSUs will vest quarterly over four years with the first installment scheduled to vest on April 1, 2022.

F2 · shares: The reporting person's Form 4 filed on February 14, 2022 incorrectly described the vesting schedule of the RSUs.

Read SEC document
February 07, 2022 Filed Feb 9, 2022 21:17 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 3,600 $17.00 $61,200.00
Disclosure

SEC source: 0000899243-22-005420 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 216,633

F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020, March 10, 2021, May 19, 2021, September 2, 2021, and November 16, 2021.

Read SEC document
January 11, 2022 Filed Jan 13, 2022 22:03 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 1,368 $16.00 $21,888.00
Disclosure

SEC source: 0000899243-22-001916 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 220,233

F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020, March 10, 2021, May 19, 2021, September 2, 2021, and November 16, 2021.

Read SEC document
January 04, 2022 Filed Jan 5, 2022 23:34 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 1,757 $16.00 $28,112.00
Disclosure

SEC source: 0000899243-22-001011 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221,601

F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020, March 10, 2021, May 19, 2021, September 2, 2021, and November 16, 2021.

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January 03, 2022 Filed Jan 4, 2022 21:05 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 406 $16.00 $6,496.00
Disclosure

SEC source: 0000899243-22-000475 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 223,358

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020, March 10, 2021, May 19, 2021, September 2, 2021, and November 16, 2021.

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December 31, 2021 Filed Jan 4, 2022 21:05 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 200 $17.00 $3,400.00
Disclosure

SEC source: 0000899243-22-000475 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 223,764

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020, March 10, 2021, May 19, 2021, September 2, 2021, and November 16, 2021.

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December 17, 2021 Filed Dec 21, 2021 23:46 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 2,848 $15.57 $44,343.36
Disclosure

SEC source: 0000899243-21-049219 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 223,964

F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020, March 10, 2021, May 19, 2021, September 2, 2021, and November 16, 2021.

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December 16, 2021 Filed Dec 21, 2021 00:20 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 3,799 $15.38 $58,428.62
Disclosure

SEC source: 0000899243-21-049019 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 226,812

F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020, March 10, 2021, May 19, 2021, September 2, 2021, and November 16, 2021.

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June 24, 2021 Filed Jun 24, 2021 23:42 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 5,458 $34.75 $189,665.50
Disclosure

SEC source: 0000899243-21-025776 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 230,611

F1 · shares: Sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020, March 10, 2021, and May 19, 2021.

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June 23, 2021 Filed Jun 24, 2021 23:42 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 541 $34.75 $18,799.75
Disclosure

SEC source: 0000899243-21-025776 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 236,069

F1 · shares: Sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020, March 10, 2021, and May 19, 2021.

Read SEC document
June 23, 2021 Filed Jan 9, 2023 21:25 UTC Amendment EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 514 $34.75 $17,861.50
Disclosure

SEC source: 0000899243-23-001299 · doc4a.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 241,962

F1 · shares: Sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 19, 2020, as amended on November 10, 2020, March 10, 2021, and May 19, 2021.

F2 · shares: The Reporting Person's Form 4 filed on June 24, 2021 incorrectly listed the number of shares of Class A Common Stock sold as 541 shares, as opposed to 514 shares. Therefore, the total amount of securities beneficially owned by the Reporting Person and reported in column 5 of Table I was underrstated by the difference in the amount of these shares in each of the Forms 4 filed after June 24, 2021 and before January 9, 2023.

F3 · balance_after: The amount of securities beneficially owned that is reported on this line is as of June 24, 2021.

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March 24, 2021 Filed Mar 29, 2021 23:51 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 20,000 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-21-013840 · doc4.xml · derivative · entry 4

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 20,000 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.

F1 · derivative.exercise_date: The reported transaction 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 222,400 shares of Class B Common Stock, which shares fully vested as of March 31, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

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March 24, 2021 Filed Mar 29, 2021 23:51 UTC EverQuote, Inc. EVER · Entity 2081 GrantEmployee Stock Option (right to buy) · Derivative 20,000 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-21-013840 · doc4.xml · derivative · entry 3

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Class A Common Stock · 20,000 shares

Expires 2024-04-01

F1 · kind: The reported transaction 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 222,400 shares of Class B Common Stock, which shares fully vested as of March 31, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

F1 · derivative.exercise_date: The reported transaction 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 222,400 shares of Class B Common Stock, which shares fully vested as of March 31, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

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March 24, 2021 Filed Mar 29, 2021 23:51 UTC EverQuote, Inc. EVER · Entity 2081 Disposition to issuerEmployee Stock Option (right to buy) · Derivative 20,000 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-21-013840 · doc4.xml · derivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,502

Underlying: Class B Common Stock · 20,000 shares

Expires 2024-04-01

F1 · kind: The reported transaction 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 222,400 shares of Class B Common Stock, which shares fully vested as of March 31, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

F1 · derivative.exercise_date: The reported transaction 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 222,400 shares of Class B Common Stock, which shares fully vested as of March 31, 2018. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

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March 24, 2021 Filed Mar 29, 2021 23:51 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionClass A Common Stock 20,000 $1.61 $32,200.00
Disclosure

SEC source: 0000899243-21-013840 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 236,610

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
March 10, 2021 Filed Mar 11, 2021 22:25 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 205 $41.95 $8,599.75
Disclosure

SEC source: 0000899243-21-011161 · doc4.xml · nonDerivative · entry 4

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 216,610

F1 · shares: Sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020.

Read SEC document
March 10, 2021 Filed Mar 11, 2021 22:25 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 2,236 $41.18 $92,078.48
Disclosure

SEC source: 0000899243-21-011161 · doc4.xml · nonDerivative · entry 3

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 216,815

F1 · shares: Sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.74 to $41.50, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4.

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March 09, 2021 Filed Mar 11, 2021 22:25 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 1,651 $41.91 $69,193.41
Disclosure

SEC source: 0000899243-21-011161 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 219,051

F1 · shares: Sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.69 to $42.17, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4.

Read SEC document
March 09, 2021 Filed Mar 11, 2021 22:25 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 3,474 $40.99 $142,399.26
Disclosure

SEC source: 0000899243-21-011161 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 220,702

F1 · shares: Sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.69 to $41.40, 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.

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March 08, 2021 Filed Mar 9, 2021 22:48 UTC EverQuote, Inc. EVER · Entity 2081 GrantClass A Common Stock 26,531 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-010708 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 224,176

F1 · balance_after: Consists of shares of Class A Common Stock issuable under 26,531 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. The vesting start date for the RSUs is January 1, 2021. The RSUs are scheduled to vest quarterly over four years.

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March 01, 2021 Filed Jan 9, 2023 21:20 UTC EverQuote, Inc. EVER · Entity 2081 GrantClass A Common Stock 7,197 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-001298 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,511

F1 · shares: The shares of Class A Common Stock were received for no consideration upon the satisfaction of performance criteria underlying an award of performance share units.

F2 · shares: The Reporting Person inadvertently failed to report the acquisition of these shares of Class A Common Stock, and therefore, the total amount of securities beneficially owned by the Reporting Person and reported in column 5 of Table I was understated by the amount of these shares in each of the Forms 4 filed after March 1, 2021 and before January 9, 2023.

F3 · balance_after: The amount of securities beneficially owned that is reported on this line is as of March 1, 2021.

Read SEC document
February 05, 2021 Filed Feb 5, 2021 23:51 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 5,385 $0.00 Strike: $6.88 $0.00
Disclosure

SEC source: 0000899243-21-005103 · doc4.xml · derivative · entry 7

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 5,385 shares

Expires 2026-01-10

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_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 January 11, 2016 and was exercisable for up to an aggregate total of 20,000 shares of Class B Common Stock, which shares fully vested as of January 11, 2020. 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 05, 2021 Filed Feb 5, 2021 23:51 UTC EverQuote, Inc. EVER · Entity 2081 GrantEmployee Stock Option (right to buy) · Derivative 5,385 $0.00 Strike: $6.88 $0.00
Disclosure

SEC source: 0000899243-21-005103 · doc4.xml · derivative · entry 6

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,385

Underlying: Class A Common Stock · 5,385 shares

Expires 2026-01-10

F5 · 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 January 11, 2016 and was exercisable for up to an aggregate total of 20,000 shares of Class B Common Stock, which shares fully vested as of January 11, 2020. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

F5 · 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 January 11, 2016 and was exercisable for up to an aggregate total of 20,000 shares of Class B Common Stock, which shares fully vested as of January 11, 2020. 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 05, 2021 Filed Feb 5, 2021 23:51 UTC EverQuote, Inc. EVER · Entity 2081 Disposition to issuerEmployee Stock Option (right to buy) · Derivative 5,385 $0.00 Strike: $6.88 $0.00
Disclosure

SEC source: 0000899243-21-005103 · doc4.xml · derivative · entry 5

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,056

Underlying: Class B Common Stock · 5,385 shares

Expires 2026-01-10

F5 · 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 January 11, 2016 and was exercisable for up to an aggregate total of 20,000 shares of Class B Common Stock, which shares fully vested as of January 11, 2020. The replacement option is exercisable for shares of Class A Common Stock for the number of shares exercised in this transaction.

F5 · 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 January 11, 2016 and was exercisable for up to an aggregate total of 20,000 shares of Class B Common Stock, which shares fully vested as of January 11, 2020. 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 05, 2021 Filed Feb 5, 2021 23:51 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 861 $48.76 $41,982.36
Disclosure

SEC source: 0000899243-21-005103 · doc4.xml · nonDerivative · entry 4

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 197,645

F1 · shares: Sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.20 to $49.00, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4.

Read SEC document
February 05, 2021 Filed Feb 5, 2021 23:51 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 4,524 $47.83 $216,382.92
Disclosure

SEC source: 0000899243-21-005103 · doc4.xml · nonDerivative · entry 3

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 198,506

F1 · shares: Sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.18 to $48.15, 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 05, 2021 Filed Feb 5, 2021 23:51 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionClass A Common Stock 5,385 $6.88 $37,048.80
Disclosure

SEC source: 0000899243-21-005103 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,030

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 05, 2021 Filed Jan 9, 2023 21:15 UTC Amendment EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 7,528 $48.25 $363,226.00
Disclosure

SEC source: 0000899243-23-001297 · doc4a.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 196,314

F1 · shares: Sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020.

F2 · shares: The Reporting Person inadvertently failed to report the sale of these shares of Class A Common Stock on the Form 4 filed on February 5, 2021, and therefore, the total amount of securities beneficially owned by the Reporting Person and reported in column 5 of Table I was overstated by the amount of these shares in each of the Forms 4 filed after February 5, 2021 and before January 9, 2023.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.11 to $49.16, inclusive. The Reporting Person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.

F4 · balance_after: The amount of securities beneficially owned that is reported on this line is as of February 5, 2021.

Read SEC document
February 04, 2021 Filed Feb 5, 2021 23:51 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 5,125 $47.48 $243,335.00
Disclosure

SEC source: 0000899243-21-005103 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 197,645

F1 · shares: Sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.35 to $47.56 inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4.

Read SEC document

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