Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRUPANION, INC.TRUP · Entity 4822 | General Manager | November 22, 2024 | November 28, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
TRUPANION, INC.
Report date November 22, 2024 · Filed November 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,179 |
Ending reported balance
After 2024-11-25 transaction · row 10
10 source rows · reconciled sequenceRow 1 · 2024-11-22 · Exercise / conversion · Acquired 169 · Balance 3,926 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2024-11-22 · Tax withholding · Disposed 41 · Balance 3,885 F2: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Row 3 · 2024-11-25 · Exercise / conversion · Acquired 102 · Balance 3,987 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 4 · 2024-11-25 · Tax withholding · Disposed 24 · Balance 3,963 F2: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Row 5 · 2024-11-25 · Exercise / conversion · Acquired 125 · Balance 4,088 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 6 · 2024-11-25 · Tax withholding · Disposed 30 · Balance 4,058 F2: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Row 7 · 2024-11-25 · Exercise / conversion · Acquired 71 · Balance 4,129 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 8 · 2024-11-25 · Tax withholding · Disposed 17 · Balance 4,112 F2: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Row 9 · 2024-11-25 · Exercise / conversion · Acquired 88 · Balance 4,200 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 10 · 2024-11-25 · Tax withholding · Disposed 21 · Balance 4,179 F2: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Expires 2026-02-22 | Direct | 845 |
Reported balance
After 2024-11-22 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2024-11-22 · Exercise / conversion · Disposed 169 · Balance 845 F1: Restricted stock units convert into common stock on a one-for-one basis. F3: On February 27, 2024, the reporting person was granted 1,351 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 22, 2024, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Expires 2027-02-25 | Direct | 512 |
Reported balance
After 2024-11-25 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2024-11-25 · Exercise / conversion · Disposed 102 · Balance 512 F1: Restricted stock units convert into common stock on a one-for-one basis. F4: On February 28, 2022, the reporting person was granted 1,637 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on February 25, 2023, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Expires 2027-08-25 | Direct | 1,375 |
Reported balance
After 2024-11-25 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2024-11-25 · Exercise / conversion · Disposed 125 · Balance 1,375 F1: Restricted stock units convert into common stock on a one-for-one basis. F5: On August 14, 2023, the reporting person was granted 2,000 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on August 25, 2024, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Expires 2025-02-25 | Direct | 72 |
Reported balance
After 2024-11-25 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2024-11-25 · Exercise / conversion · Disposed 71 · Balance 72 F1: Restricted stock units convert into common stock on a one-for-one basis. F6: On February 22, 2021, the reporting person was granted 1,138 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on February 25, 2022, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security · Expires 2025-11-25 | Direct | 352 |
Reported balance
After 2024-11-25 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2024-11-25 · Exercise / conversion · Disposed 88 · Balance 352 F1: Restricted stock units convert into common stock on a one-for-one basis. F7: On November 12, 2021, the reporting person was granted 1,408 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on November 25, 2022, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person.
F3: On February 27, 2024, the reporting person was granted 1,351 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/8th of the total shares on May 22, 2024, after which 1/8th of the total shares vest quarterly, subject to continued service through each vest date.
F4: On February 28, 2022, the reporting person was granted 1,637 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on February 25, 2023, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date.
F5: On August 14, 2023, the reporting person was granted 2,000 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on August 25, 2024, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date.
F6: On February 22, 2021, the reporting person was granted 1,138 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on February 25, 2022, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date.
F7: On November 12, 2021, the reporting person was granted 1,408 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on November 25, 2022, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 25, 2023 Filed May 30, 2023 22:08 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 102 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000183 · wk-form4_1685484518.xml · nonDerivative · entry 9 WORRA TRAVIS · CIK 0001967115 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,586 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:08 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 20 | $20.64 | $412.80 |
DisclosureSEC source: 0001371285-23-000183 · wk-form4_1685484518.xml · nonDerivative · entry 8 WORRA TRAVIS · CIK 0001967115 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,484 F2 · shares: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:08 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 88 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000183 · wk-form4_1685484518.xml · nonDerivative · entry 7 WORRA TRAVIS · CIK 0001967115 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,504 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:08 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 16 | $20.64 | $330.24 |
DisclosureSEC source: 0001371285-23-000183 · wk-form4_1685484518.xml · nonDerivative · entry 6 WORRA TRAVIS · CIK 0001967115 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,416 F2 · shares: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:08 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 71 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000183 · wk-form4_1685484518.xml · nonDerivative · entry 5 WORRA TRAVIS · CIK 0001967115 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,432 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:08 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 26 | $20.64 | $536.64 |
DisclosureSEC source: 0001371285-23-000183 · wk-form4_1685484518.xml · nonDerivative · entry 4 WORRA TRAVIS · CIK 0001967115 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,361 F2 · shares: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:08 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000183 · wk-form4_1685484518.xml · nonDerivative · entry 3 WORRA TRAVIS · CIK 0001967115 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,387 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:08 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 7 | $20.64 | $144.48 |
DisclosureSEC source: 0001371285-23-000183 · wk-form4_1685484518.xml · nonDerivative · entry 2 WORRA TRAVIS · CIK 0001967115 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,275 F2 · shares: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:08 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 32 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000183 · wk-form4_1685484518.xml · nonDerivative · entry 1 WORRA TRAVIS · CIK 0001967115 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,282 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.