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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
January 25, 2021 Filed Jan 27, 2021 22:51 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 4,000 $0.00 Strike: $6.88 $0.00
Disclosure

SEC source: 0000899243-21-003507 · doc4.xml · derivative · entry 5

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,000 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.

F2 · 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
January 25, 2021 Filed Jan 27, 2021 22:51 UTC EverQuote, Inc. EVER · Entity 2081 GrantEmployee Stock Option (right to buy) · Derivative 4,000 $0.00 Strike: $6.88 $0.00
Disclosure

SEC source: 0000899243-21-003507 · doc4.xml · derivative · entry 4

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,000

Underlying: Class A Common Stock · 4,000 shares

Expires 2026-01-10

F2 · 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.

F2 · 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
January 25, 2021 Filed Jan 27, 2021 22:51 UTC EverQuote, Inc. EVER · Entity 2081 Disposition to issuerEmployee Stock Option (right to buy) · Derivative 4,000 $0.00 Strike: $6.88 $0.00
Disclosure

SEC source: 0000899243-21-003507 · doc4.xml · derivative · entry 3

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,441

Underlying: Class B Common Stock · 4,000 shares

Expires 2026-01-10

F2 · 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.

F2 · 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
January 25, 2021 Filed Jan 27, 2021 22:51 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 4,000 $41.45 $165,800.00
Disclosure

SEC source: 0000899243-21-003507 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 202,770

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
January 25, 2021 Filed Jan 27, 2021 22:51 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionClass A Common Stock 4,000 $6.88 $27,520.00
Disclosure

SEC source: 0000899243-21-003507 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 206,770

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
January 20, 2021 Filed Jan 22, 2021 01:07 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,000 $0.00 Strike: $6.88 $0.00
Disclosure

SEC source: 0000899243-21-002788 · doc4.xml · derivative · entry 5

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,000 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.

F2 · 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
January 20, 2021 Filed Jan 22, 2021 01:07 UTC EverQuote, Inc. EVER · Entity 2081 GrantEmployee Stock Option (right to buy) · Derivative 2,000 $0.00 Strike: $6.88 $0.00
Disclosure

SEC source: 0000899243-21-002788 · doc4.xml · derivative · entry 4

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,000

Underlying: Class A Common Stock · 2,000 shares

Expires 2026-01-10

F2 · 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.

F2 · 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
January 20, 2021 Filed Jan 22, 2021 01:07 UTC EverQuote, Inc. EVER · Entity 2081 Disposition to issuerEmployee Stock Option (right to buy) · Derivative 2,000 $0.00 Strike: $6.88 $0.00
Disclosure

SEC source: 0000899243-21-002788 · doc4.xml · derivative · entry 3

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,441

Underlying: Class B Common Stock · 2,000 shares

Expires 2026-01-10

F2 · 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.

F2 · 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
January 20, 2021 Filed Jan 22, 2021 01:07 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 2,000 $40.45 $80,900.00
Disclosure

SEC source: 0000899243-21-002788 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 202,770

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
January 20, 2021 Filed Jan 22, 2021 01:07 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionClass A Common Stock 2,000 $6.88 $13,760.00
Disclosure

SEC source: 0000899243-21-002788 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 204,770

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
January 07, 2021 Filed Jan 8, 2021 02:17 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,000 $0.00 Strike: $6.88 $0.00
Disclosure

SEC source: 0000899243-21-001034 · doc4.xml · derivative · entry 8

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,000 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.

F4 · 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
January 07, 2021 Filed Jan 8, 2021 02:17 UTC EverQuote, Inc. EVER · Entity 2081 GrantEmployee Stock Option (right to buy) · Derivative 2,000 $0.00 Strike: $6.88 $0.00
Disclosure

SEC source: 0000899243-21-001034 · doc4.xml · derivative · entry 7

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,000

Underlying: Class A Common Stock · 2,000 shares

Expires 2026-01-10

F4 · 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.

F4 · 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
January 07, 2021 Filed Jan 8, 2021 02:17 UTC EverQuote, Inc. EVER · Entity 2081 Disposition to issuerEmployee Stock Option (right to buy) · Derivative 2,000 $0.00 Strike: $6.88 $0.00
Disclosure

SEC source: 0000899243-21-001034 · doc4.xml · derivative · entry 6

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,441

Underlying: Class B Common Stock · 2,000 shares

Expires 2026-01-10

F4 · 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.

F4 · 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
January 07, 2021 Filed Jan 8, 2021 02:17 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 2,000 $39.45 $78,900.00
Disclosure

SEC source: 0000899243-21-001034 · doc4.xml · nonDerivative · entry 5

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 202,770

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
January 07, 2021 Filed Jan 8, 2021 02:17 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionClass A Common Stock 2,000 $6.88 $13,760.00
Disclosure

SEC source: 0000899243-21-001034 · doc4.xml · nonDerivative · entry 4

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 204,770

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
January 07, 2021 Filed Jan 8, 2021 02:17 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 1,800 $38.45 $69,210.00
Disclosure

SEC source: 0000899243-21-001034 · doc4.xml · nonDerivative · entry 3

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 202,770

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
January 06, 2021 Filed Jan 8, 2021 02:17 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 2,000 $36.60 $73,200.00
Disclosure

SEC source: 0000899243-21-001034 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 204,570

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 $36.45 to $37.26, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4.

Read SEC document
January 05, 2021 Filed Jan 8, 2021 02:17 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 7,125 $36.91 $262,983.75
Disclosure

SEC source: 0000899243-21-001034 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 206,570

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 $36.46 to $37.14, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4.

Read SEC document
December 22, 2020 Filed Dec 28, 2020 11:10 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,559 $0.00 Strike: $6.88 $0.00
Disclosure

SEC source: 0000899243-20-035113 · doc4.xml · derivative · entry 6

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,559 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.

F2 · 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
December 22, 2020 Filed Dec 28, 2020 11:10 UTC EverQuote, Inc. EVER · Entity 2081 GrantEmployee Stock Option (right to buy) · Derivative 3,559 $0.00 Strike: $6.88 $0.00
Disclosure

SEC source: 0000899243-20-035113 · doc4.xml · derivative · entry 5

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,559

Underlying: Class A Common Stock · 3,559 shares

Expires 2026-01-10

F2 · 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.

F2 · 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
December 22, 2020 Filed Dec 28, 2020 11:10 UTC EverQuote, Inc. EVER · Entity 2081 Disposition to issuerEmployee Stock Option (right to buy) · Derivative 3,559 $0.00 Strike: $6.88 $0.00
Disclosure

SEC source: 0000899243-20-035113 · doc4.xml · derivative · entry 4

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,441

Underlying: Class B Common Stock · 3,559 shares

Expires 2026-01-10

F2 · 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.

F2 · 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
December 22, 2020 Filed Dec 28, 2020 11:10 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 1,559 $39.45 $61,502.55
Disclosure

SEC source: 0000899243-20-035113 · doc4.xml · nonDerivative · entry 3

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 213,695

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.

Read SEC document
December 22, 2020 Filed Dec 28, 2020 11:10 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 2,000 $38.45 $76,900.00
Disclosure

SEC source: 0000899243-20-035113 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 215,254

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.

Read SEC document
December 22, 2020 Filed Dec 28, 2020 11:10 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionClass A Common Stock 3,559 $6.88 $24,485.92
Disclosure

SEC source: 0000899243-20-035113 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 217,254

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.

Read SEC document
December 22, 2020 Filed Jan 9, 2023 21:10 UTC Amendment EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 1,000 $38.45 $38,450.00
Disclosure

SEC source: 0000899243-23-001294 · doc4a.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 219,892

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.

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 December 28, 2020, 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 December 28, 2020 and before January 9, 2023.

F3 · balance_after: The amount of securities beneficially owned that is reported on this line is as of December 22, 2020.

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December 14, 2020 Filed Dec 15, 2020 00:19 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 2,799 $36.45 $102,023.55
Disclosure

SEC source: 0000899243-20-033785 · doc4.xml · nonDerivative · entry 4

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 213,695

F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020.

Read SEC document
December 14, 2020 Filed Dec 15, 2020 00:19 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 2,799 $34.45 $96,425.55
Disclosure

SEC source: 0000899243-20-033785 · doc4.xml · nonDerivative · entry 3

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 216,494

F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020.

Read SEC document
December 10, 2020 Filed Dec 15, 2020 00:19 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 100 $32.84 $3,284.00
Disclosure

SEC source: 0000899243-20-033785 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 219,293

F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2020, as amended on November 10, 2020.

Read SEC document
December 10, 2020 Filed Dec 15, 2020 00:19 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 3,025 $32.40 $98,010.00
Disclosure

SEC source: 0000899243-20-033785 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 219,393

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.69 to $32.67, 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. 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.

Read SEC document
November 06, 2020 Filed Nov 10, 2020 00:13 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 7,087 $39.50 $279,936.50
Disclosure

SEC source: 0000899243-20-030675 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 222,418

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 May 19, 2020.

Read SEC document
November 05, 2020 Filed Nov 10, 2020 00:13 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 14,913 $39.90 $595,028.70
Disclosure

SEC source: 0000899243-20-030675 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 229,505

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 May 19, 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 $39.75 to $40.25, 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
October 06, 2020 Filed Oct 8, 2020 00:13 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 1,740 $39.45 $68,643.00
Disclosure

SEC source: 0000899243-20-027767 · doc4.xml · nonDerivative · entry 5

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 244,418

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 May 19, 2020.

Read SEC document
October 05, 2020 Filed Oct 8, 2020 00:13 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 260 $39.53 $10,277.80
Disclosure

SEC source: 0000899243-20-027767 · doc4.xml · nonDerivative · entry 4

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 246,158

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 May 19, 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 $39.45 to $39.74, 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
October 05, 2020 Filed Oct 8, 2020 00:13 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 1,000 $39.34 $39,340.00
Disclosure

SEC source: 0000899243-20-027767 · doc4.xml · nonDerivative · entry 3

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 246,418

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 May 19, 2020.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.94 to $39.57, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4.

Read SEC document
October 05, 2020 Filed Oct 8, 2020 00:13 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 100 $39.58 $3,958.00
Disclosure

SEC source: 0000899243-20-027767 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 247,418

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 May 19, 2020.

Read SEC document
October 05, 2020 Filed Oct 8, 2020 00:13 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 2,900 $38.93 $112,897.00
Disclosure

SEC source: 0000899243-20-027767 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 247,518

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 May 19, 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 $38.58 to $39.50, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4.

Read SEC document
October 01, 2020 Filed Oct 6, 2020 00:58 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 10,000 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-20-027441 · 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 · 10,000 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, 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.

Read SEC document
October 01, 2020 Filed Oct 6, 2020 00:58 UTC EverQuote, Inc. EVER · Entity 2081 GrantEmployee Stock Option (right to buy) · Derivative 10,000 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-20-027441 · doc4.xml · derivative · entry 3

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,000

Underlying: Class A Common Stock · 10,000 shares

Expires 2024-04-01

F1 · kind: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 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 two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 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.

Read SEC document
October 01, 2020 Filed Oct 6, 2020 00:58 UTC EverQuote, Inc. EVER · Entity 2081 Disposition to issuerEmployee Stock Option (right to buy) · Derivative 10,000 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-20-027441 · doc4.xml · derivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,502

Underlying: Class B Common Stock · 10,000 shares

Expires 2024-04-01

F1 · kind: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 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 two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 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.

Read SEC document
October 01, 2020 Filed Oct 6, 2020 00:58 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionClass A Common Stock 10,000 $1.61 $16,100.00
Disclosure

SEC source: 0000899243-20-027441 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 250,418

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

Read SEC document
September 03, 2020 Filed Sep 8, 2020 22:47 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 2,148 $40.28 $86,521.44
Disclosure

SEC source: 0000899243-20-024590 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 240,418

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.22 to $40.28, 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. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 19, 2020.

Read SEC document
September 03, 2020 Filed Sep 8, 2020 22:47 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 3,852 $39.09 $150,574.68
Disclosure

SEC source: 0000899243-20-024590 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 242,566

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.71 to $39.66, 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. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 19, 2020.

Read SEC document
May 07, 2020 Filed May 11, 2020 23:44 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 15,879 $49.53 $786,486.87
Disclosure

SEC source: 0000899243-20-012682 · doc4.xml · nonDerivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 246,418

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.02 to $49.93, 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
May 07, 2020 Filed May 11, 2020 23:44 UTC EverQuote, Inc. EVER · Entity 2081 SaleClass A Common Stock 12,367 $48.44 $599,057.48
Disclosure

SEC source: 0000899243-20-012682 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 262,297

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.00 to $48.99, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4.

Read SEC document
March 23, 2020 Filed Mar 25, 2020 23:18 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 10,000 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-20-009429 · 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 · 10,000 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, 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.

Read SEC document
March 23, 2020 Filed Mar 25, 2020 23:18 UTC EverQuote, Inc. EVER · Entity 2081 GrantEmployee Stock Option (right to buy) · Derivative 10,000 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-20-009429 · doc4.xml · derivative · entry 3

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,000

Underlying: Class A Common Stock · 10,000 shares

Expires 2024-04-01

F1 · kind: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 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 two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 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.

Read SEC document
March 23, 2020 Filed Mar 25, 2020 23:18 UTC EverQuote, Inc. EVER · Entity 2081 Disposition to issuerEmployee Stock Option (right to buy) · Derivative 10,000 $0.00 Strike: $1.61 $0.00
Disclosure

SEC source: 0000899243-20-009429 · doc4.xml · derivative · entry 2

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,502

Underlying: Class B Common Stock · 10,000 shares

Expires 2024-04-01

F1 · kind: The two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 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 two reported transactions involved an amendment of an outstanding option, resulting in the deemed cancellation of the "old" option and the grant of a replacement option with respect to the exercised shares. The original option was granted on April 2, 2014 and was exercisable for up to an aggregate total of 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.

Read SEC document
March 23, 2020 Filed Mar 25, 2020 23:18 UTC EverQuote, Inc. EVER · Entity 2081 Exercise / conversionClassA Common Stock 10,000 $1.61 $16,100.00
Disclosure

SEC source: 0000899243-20-009429 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 274,664

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 13, 2020 Filed Jan 9, 2023 21:05 UTC EverQuote, Inc. EVER · Entity 2081 GrantClass A Common Stock 7,197 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-001286 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 271,861

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 13, 2020 and before January 9, 2023.

F3 · balance_after: The amount of securities beneficially owned that is reported on this line is as of March 13, 2020.

Read SEC document
February 20, 2020 Filed Feb 25, 2020 01:20 UTC EverQuote, Inc. EVER · Entity 2081 GrantClass A Common Stock 22,603 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-005672 · doc4.xml · nonDerivative · entry 1

Wagner John Brandon · CIK 0001744433 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 264,664

F1 · balance_after: Consists of shares of Class A Common Stock issuable under 22,603 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 February 15, 2020. The RSUs are scheduled to vest as follows: (1) equal quarterly installments from the vesting start date until the first anniversary of the vesting start date, at which point 15% of the RSUs will have vested; (2) equal quarterly installments from the first anniversary of the vesting start date until the second anniversary of the vesting start date, at which point an additional 15% of the RSUs will have vested;

F2 · balance_after: (Continued from footnote 1) (3) equal quarterly installments from the second anniversary of the vesting start date until the third anniversary of the vesting start date, at which point an additional 30% of the RSUs will have vested; and (4) equal quarterly installments from the third anniversary of the vesting start date until the fourth anniversary of the vesting start date, at which point an additional 40% of the RSUs will have vested and the RSUs will have vested in full.

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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.