| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | EVER | Class A Common Stock | Sale | -$1.34M | -89.2K | -10% | $15.00 | 803K | Feb 9, 2024 | Direct | F1, F2 |
| transaction | EVER | Class A Common Stock | Sale | -$1.55M | -100K | -10% | $15.43 | 904K | Feb 9, 2024 | By Recognition Capital, LLC | F1, F3, F4 |
| transaction | EVER | Class A Common Stock | Sale | -$161K | -10.4K | -0.56% | $15.43 | 1.86M | Feb 9, 2024 | Link Ventures LLLP | F1, F5, F6 |
| holding | EVER | Class A Common Stock | 100 | Feb 9, 2024 | By son | ||||||
| holding | EVER | Class A Common Stock | 421K | Feb 9, 2024 | By Cogo Fund 2020, LLC | F7 |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
| Id | Content |
|---|---|
| F1 | The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 5, 2023. |
| F2 | The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $15.00 to $15.79, inclusive. The reporting person undertakes to provide 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 price within the ranges set forth in this Form 4. |
| F3 | The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $15.00 to $15.79, inclusive. The reporting person undertakes to provide 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 price within the ranges set forth in this Form 4. |
| F4 | Recognition Capital, LLC directly owns the reported securities. The reporting person is the sole manager of Recognition Capital, LLC. Except to the extent that the reporting person has a direct or indirect pecuniary interest in securities owned by the limited liability company, the reporting person disclaims beneficial ownership with respect to securities held in this manner. This report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for the purposes of Section 16 or any other purpose. |
| F5 | The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $15.00 to $15.79, inclusive. The reporting person undertakes to provide 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 price within the ranges set forth in this Form 4. |
| F6 | Link Ventures, LLLP directly owns the reported securities. The reporting person is the managing member of Link Management, LLC, which is the general partner of Link Ventures, LLLP. Except to the extent that the reporting person has a direct or indirect pecuniary interest in securities owned by the partnership, the reporting person disclaims beneficial ownership with respect to securities held in this manner. This report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for the purposes of Section 16 or any other person. |
| F7 | Cogo Fund 2020, LLC directly owns the reported securities. The reporting person is the controlling member of Cogo Labs, LLC, which is the sole manager of Cogo Fund 2020, LLC. Except to the extent that the reporting person has a direct or indirect pecuniary interest in securities owned by the limited liability company, the reporting person disclaims beneficial ownership with respect to securities held in this manner. This report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for the purposes of Section 16 or any other purpose. |
This Form 4/A filing amends the Form 4 filing dated February 13, 2024 to correct the amount of shares beneficially owned in Column 5 by Cogo Fund 2020, LLC from 454,920 to 420,794 and to correct the entity that is the sole manager of Cogo Fund 2020, LLC and that the reporting person is the controlling member.