EverQuote (NASDAQ: EVER) CAO reports tax-driven stock sale under Rule 10b5-1 plan

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

EverQuote, Inc. Chief Accounting Officer Jon Ayotte reported an open-market sale of 285 shares of Class A Common Stock at $18.24 per share and a separate disposition of 1,147 shares withheld by the company to cover tax obligations from vested restricted stock units. The sale was executed under a pre-arranged Rule 10b5-1 trading plan and, after these transactions, Ayotte directly holds 82,506 shares.

Insider Trade Summary

Net Seller: 285 shares ($5,198)

Net Sell 2 txns

Insider Ayotte Jon

Role Chief Accounting Officer

Sold 285 shs ($5K)

Type	Security	Shares	Price	Value
Sale	Class A Common Stock	285	$18.24	$5K
Tax Withholding	Class A Common Stock	1,147	$18.71	$21K

Holdings After Transaction: Class A Common Stock — 82,506 shares (Direct, null)

Footnotes (1)

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 May 20, 2026, 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 May 20, 2026. The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on May 20, 2026. In compliance with SEC guidance, the reporting person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sale does not represent a discretionary trade by the reporting person.

Key Figures

Open-market sale: 285 shares at $18.24/share Tax-withholding disposition: 1,147 shares at $18.71/share Shares held after transactions: 82,506 shares +1 more

4 metrics

Open-market sale 285 shares at $18.24/share Class A Common Stock sale on May 21, 2026

Tax-withholding disposition 1,147 shares at $18.71/share Shares withheld for RSU tax on May 20, 2026

Shares held after transactions 82,506 shares Direct Class A Common Stock ownership following May 2026 trades

Net buy/sell shares -285 shares Net open-market selling across reported transactions

Key Terms

Rule 10b5-1 trading plan, restricted stock units, tax withholding obligations

3 terms

Rule 10b5-1 trading plan regulatory

"The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022"

A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.

restricted stock units financial

"represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on May 20, 2026"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

tax withholding obligations financial

"withheld by the Company to satisfy tax withholding obligations in connection with the net issuance of shares"

Form 4 Insider Transactions: What Each Field Means →

05/22/2026 - 05:30 PM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a 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). See Instruction 10.

1. Name and Address of Reporting Person^*

Ayotte Jon

(Last)

(First)

(Middle)

C/O EVERQUOTE, INC.

141 PORTLAND STREET

(Street)

CAMBRIDGE

MASSACHUSETTS

02139

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
EverQuote, Inc. [ EVER ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	Chief Accounting Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/20/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Class A Common Stock	05/20/2026		F		1,147⁽¹⁾	D	$18.71	82,791	D
Class A Common Stock	05/21/2026		S		285⁽²⁾	D	$18.24	82,506	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. 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 May 20, 2026, 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 May 20, 2026.

2. The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2022, and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on May 20, 2026. In compliance with SEC guidance, the reporting person has not checked the box above but states that the Rule 10b5-1 trading plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The sale does not represent a discretionary trade by the reporting person.

	/s/ Jon Ayotte	05/22/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did EVER Chief Accounting Officer Jon Ayotte report?

Jon Ayotte reported two transactions involving EverQuote Class A Common Stock: an open-market sale of 285 shares at $18.24 and a separate disposition of 1,147 shares withheld by the company to satisfy tax obligations from vested restricted stock units.

Were Jon Ayotte’s EVER stock sales discretionary or under a trading plan?

The 285-share sale was made under a pre-arranged Rule 10b5-1 trading plan adopted on August 4, 2022. The filing states this plan is intended to satisfy Rule 10b5-1(c) affirmative defense conditions and notes the sale was not a discretionary trade by Ayotte.

Why were 1,147 EVER shares disposed of in Jon Ayotte’s Form 4 filing?

The 1,147 EverQuote shares were withheld by the company to cover tax withholding obligations tied to the net issuance of shares from restricted stock unit vesting. The number of withheld shares was based on the closing stock price on May 20, 2026.

How many EVER shares does Jon Ayotte hold after these transactions?

After the reported transactions, Jon Ayotte directly holds 82,506 shares of EverQuote Class A Common Stock. This figure reflects both the 285-share sale and the 1,147-share tax withholding disposition disclosed in the Form 4 filing for May 2026.

What prices were involved in Jon Ayotte’s recent EVER stock transactions?

Ayotte’s open-market sale of 285 EverQuote shares occurred at $18.24 per share. The 1,147 shares withheld for tax obligations relating to restricted stock unit vesting were valued using the company’s May 20, 2026 closing price of $18.71 per share.

How does the EVER Form 4 distinguish between a sale and tax withholding?

The Form 4 uses transaction code S for the 285-share open-market sale and code F for the 1,147-share tax-withholding disposition. Footnotes clarify the F transaction satisfied tax obligations from restricted stock unit vesting rather than representing an ordinary market sale.