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 27, 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 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,513 |
Reported balance
After 2024-11-25 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2024-11-25 · Exercise / conversion · Acquired 96 · Balance 3,513 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 3,483 |
Reported balance
After 2024-11-25 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2024-11-25 · Tax withholding · Disposed 30 · Balance 3,483 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. |
| Common StockSEC Table I · non-derivative | Direct | 3,544 |
Reported balance
After 2024-11-25 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2024-11-25 · Exercise / conversion · Acquired 61 · Balance 3,544 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 3,526 |
Reported balance
After 2024-11-25 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2024-11-25 · Tax withholding · Disposed 18 · Balance 3,526 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. |
| Common StockSEC Table I · non-derivative | Direct | 3,601 |
Reported balance
After 2024-11-25 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2024-11-25 · Exercise / conversion · Acquired 75 · Balance 3,601 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 3,578 |
Reported balance
After 2024-11-25 transaction · row 6
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 6 · 2024-11-25 · Tax withholding · Disposed 23 · Balance 3,578 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. |
| Common StockSEC Table I · non-derivative | Direct | 3,904 |
Reported balance
After 2024-11-22 transaction · row 7
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 7 · 2024-11-22 · Exercise / conversion · Acquired 326 · Balance 3,904 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 3,800 |
Reported balance
After 2024-11-22 transaction · row 8
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 8 · 2024-11-22 · Tax withholding · Disposed 104 · Balance 3,800 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. |
| Common StockSEC Table I · non-derivative | Direct | 3,925 |
Reported balance
After 2024-11-25 transaction · row 9
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 9 · 2024-11-25 · Exercise / conversion · Acquired 125 · Balance 3,925 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 3,886 |
Reported balance
After 2024-11-25 transaction · row 10
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 10 · 2024-11-25 · Tax withholding · Disposed 39 · Balance 3,886 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 2027-08-25 | Direct | 1,062 |
Reported balance
After 2024-11-25 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2024-11-25 · Exercise / conversion · Disposed 96 · Balance 1,062 F1: Restricted stock units convert into common stock on a one-for-one basis. F3: On August 14, 2023, the reporting person was granted 1,544 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 2027-05-25 | Direct | 608 |
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 61 · Balance 608 F1: Restricted stock units convert into common stock on a one-for-one basis. F4: On May 15, 2023, the reporting person was granted 972 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on May 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 | 76 |
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 75 · Balance 76 F1: Restricted stock units convert into common stock on a one-for-one basis. F5: On February 22, 2021, the reporting person was granted 1,205 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 2026-02-22 | Direct | 1,630 |
Reported balance
After 2024-11-22 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2024-11-22 · Exercise / conversion · Disposed 326 · Balance 1,630 F1: Restricted stock units convert into common stock on a one-for-one basis. F6: On February 27, 2024, the reporting person was granted 2,608 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 2027-08-25 | Direct | 1,375 |
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 125 · Balance 1,375 F1: Restricted stock units convert into common stock on a one-for-one basis. F7: On August 14, 2023, the reporting person was granted 57,940 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. |
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 August 14, 2023, the reporting person was granted 1,544 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.
F4: On May 15, 2023, the reporting person was granted 972 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on May 25, 2024, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date.
F5: On February 22, 2021, the reporting person was granted 1,205 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.
F6: On February 27, 2024, the reporting person was granted 2,608 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.
F7: On August 14, 2023, the reporting person was granted 57,940 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.
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 |
|---|---|---|---|---|---|---|
| November 13, 2023 Filed Nov 15, 2023 20:43 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000318 · wk-form4_1700099015.xml · derivative · entry 4 RAVAL KALPESH · CIK 0001967118 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 601 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On November 13, 2023, the reporting person was granted 601 restricted stock units (RSUs). The RSUs were issued in lieu of a cash bonus pursuant to the Issuer's cash bonus conversion program. The RSUs were fully vested on the grant date. F3 · derivative.expiration_date: On November 13, 2023, the reporting person was granted 601 restricted stock units (RSUs). The RSUs were issued in lieu of a cash bonus pursuant to the Issuer's cash bonus conversion program. The RSUs were fully vested on the grant date. Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 20:43 UTC | TRUPANION, INC. TRUP · Entity 4822 | GrantRestricted Stock Unit (RSU) · Derivative | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000318 · wk-form4_1700099015.xml · derivative · entry 3 RAVAL KALPESH · CIK 0001967118 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 601 Underlying: Common Stock · 601 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On November 13, 2023, the reporting person was granted 601 restricted stock units (RSUs). The RSUs were issued in lieu of a cash bonus pursuant to the Issuer's cash bonus conversion program. The RSUs were fully vested on the grant date. F3 · derivative.expiration_date: On November 13, 2023, the reporting person was granted 601 restricted stock units (RSUs). The RSUs were issued in lieu of a cash bonus pursuant to the Issuer's cash bonus conversion program. The RSUs were fully vested on the grant date. Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 20:43 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 191 | $22.70 | $4,335.70 |
DisclosureSEC source: 0001371285-23-000318 · wk-form4_1700099015.xml · nonDerivative · entry 2 RAVAL KALPESH · CIK 0001967118 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,537 F2 · shares: This Form 4 discloses the shares of common stock that have been sold by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units. Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 20:43 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 601 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000318 · wk-form4_1700099015.xml · nonDerivative · entry 1 RAVAL KALPESH · CIK 0001967118 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,728 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 18:57 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000256 · wk-form4_1693349816.xml · derivative · entry 3 RAVAL KALPESH · CIK 0001967118 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 452 Underlying: Common Stock · 75 shares Expires 2025-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On February 22, 2021, the reporting person was granted 1,205 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. F3 · derivative.expiration_date: On February 22, 2021, the reporting person was granted 1,205 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on February 25, 2022, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 18:57 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 22 | $29.88 | $657.36 |
DisclosureSEC source: 0001371285-23-000256 · wk-form4_1693349816.xml · nonDerivative · entry 2 RAVAL KALPESH · CIK 0001967118 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,127 F2 · shares: This Form 4 discloses the shares of common stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units, and does not represent a sale by the reporting person. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 18:57 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 75 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000256 · wk-form4_1693349816.xml · nonDerivative · entry 1 RAVAL KALPESH · CIK 0001967118 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,149 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 19:59 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 937 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000231 · wk-form4_1692230344.xml · derivative · entry 6 RAVAL KALPESH · CIK 0001967118 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 937 shares Expires 2023-08-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: On August 14, 2023, the reporting person was granted 937 restricted stock units (RSUs). The RSUs were issued in lieu of a cash bonus pursuant to the Issuer's cash bonus conversion program. The RSUs were fully vested on the grant date. F5 · derivative.expiration_date: On August 14, 2023, the reporting person was granted 937 restricted stock units (RSUs). The RSUs were issued in lieu of a cash bonus pursuant to the Issuer's cash bonus conversion program. The RSUs were fully vested on the grant date. Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 19:59 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 294 | $28.97 | $8,517.18 |
DisclosureSEC source: 0001371285-23-000231 · wk-form4_1692230344.xml · nonDerivative · entry 2 RAVAL KALPESH · CIK 0001967118 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,074 F2 · shares: This Form 4 discloses the shares of common stock that have been sold by the issuer to satisfy its income tax withholding and remittance obligations in connection with the vesting of the restricted stock units. Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 19:59 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 937 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000231 · wk-form4_1692230344.xml · nonDerivative · entry 1 RAVAL KALPESH · CIK 0001967118 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,368 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 17:54 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000175 · wk-form4_1685483643.xml · derivative · entry 3 RAVAL KALPESH · CIK 0001967118 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 527 Underlying: Common Stock · 75 shares Expires 2025-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On February 22, 2021, the reporting person was granted 1,205 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. F3 · derivative.expiration_date: On February 22, 2021, the reporting person was granted 1,205 restricted stock units (RSUs). The RSUs vested and converted into common stock of the Issuer as to 1/4th of the total shares on February 25, 2022, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. Read SEC document |
| May 25, 2023 Filed May 30, 2023 17:54 UTC | TRUPANION, INC. TRUP · Entity 4822 | Tax withholdingCommon Stock | 28 | $20.64 | $577.92 |
DisclosureSEC source: 0001371285-23-000175 · wk-form4_1685483643.xml · nonDerivative · entry 2 RAVAL KALPESH · CIK 0001967118 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 431 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 17:54 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 75 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001371285-23-000175 · wk-form4_1685483643.xml · nonDerivative · entry 1 RAVAL KALPESH · CIK 0001967118 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 459 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 15, 2023 Filed May 17, 2023 17:51 UTC | TRUPANION, INC. TRUP · Entity 4822 | GrantRestricted Stock Unit (RSU) · Derivative | 972 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-23-000156 · wk-form4_1684360303.xml · derivative · entry 1 RAVAL KALPESH · CIK 0001967118 · General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 972 Underlying: Common Stock · 972 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On May 15, 2023, the reporting person was granted 972 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on May 25, 2024, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. F2 · derivative.expiration_date: On May 15, 2023, the reporting person was granted 972 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on May 25, 2024, after which 1/16th of the total shares vest quarterly, subject to continued service through each vest date. 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.