EverQuote, Inc. filings document operating results, investor communications, governance matters and financing arrangements for its online insurance marketplace and P&C insurance growth-solutions business. Form 8-K reports furnish quarterly or annual results and investor presentations under Items 2.02 and 7.01, while proxy materials cover shareholder voting and corporate governance matters.
The filing record also includes material-agreement disclosure for a senior secured revolving credit facility, including borrowing availability, collateral, covenants, interest-rate mechanics and default provisions. These documents frame the company's capital structure and reporting obligations alongside its consumer-referral marketplace model.
BlackRock, Inc., through certain consolidated business units, reports beneficial ownership of 2,226,359 shares of EverQuote, Inc. Class A Stock on an amended Schedule 13G as of June 30, 2026. This position represents 7.0% of the outstanding Class A shares. BlackRock has sole voting power over 2,185,466 shares and sole dispositive power over all 2,226,359 shares, with no shared voting or dispositive power. Various underlying clients and accounts have rights to dividends or sale proceeds from EverQuote shares, but no single such person is reported to hold more than five percent of the total outstanding common shares. The filing is signed on behalf of BlackRock by a Managing Director pursuant to a power of attorney.
BlackRock Portfolio Management LLC filed a Schedule 13G reporting beneficial ownership of EverQuote Inc. Class A stock. The firm reports beneficial ownership of 1,592,093 shares, representing 5.01% of the outstanding Class A shares.
BlackRock Portfolio Management LLC has sole voting power over 1,438,593 shares and sole dispositive power over 1,592,093 shares, with no shared voting or dispositive power. The filing notes that various underlying persons have rights to dividends or sale proceeds in these shares, but no such person holds an interest exceeding five percent of EverQuote’s total outstanding common shares.
EverQuote, Inc. executive Joseph Sanborn, CFO and Chief Admin Officer, reported an open-market sale of 6,667 shares of Class A Common Stock on July 8, 2026 at a weighted average price of $24.63 per share. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 4, 2025, with individual trade prices ranging from $24.18 to $25.14 per share. Following the sale, Sanborn holds 311,908 shares directly and also reports 1,365 shares held indirectly in each of two UTMA custodial accounts for his first and second children.
EverQuote, Inc. Chief Accounting Officer Jon Ayotte exercised stock options to acquire 3,156 shares of Class A Common Stock at an exercise price of $7.095 per share. He also sold a total of 881 shares in open-market transactions at weighted average prices of $24.59 and $25.86.
The sales were executed under a pre-arranged Rule 10b5-1 trading plan adopted on March 9, 2026, indicating they were scheduled in advance. Following these transactions, Ayotte directly holds 76,855 shares of EverQuote Class A Common Stock, reflecting a routine adjustment to his equity position rather than a large-scale change.
EverQuote, Inc. Chief Technology Officer David Brainard reported selling a total of 4,960 shares of Class A Common Stock in open-market transactions on July 6, 2026. The trades were executed under a pre-arranged Rule 10b5-1 trading plan adopted on September 12, 2025, indicating the sales were scheduled in advance rather than timed discretionarily. The shares were sold at weighted average prices of $24.88 and $25.86 per share across multiple transactions within disclosed price ranges, and he continues to hold a substantially larger direct ownership stake after these sales.
EverQuote, Inc. CFO and Chief Admin Officer Joseph Sanborn reported an open‑market sale of 642 shares of Class A Common Stock on July 6, 2026 at $24.50 per share. A footnote states the sale was executed under a pre‑arranged Rule 10b5‑1 trading plan to satisfy tax withholding obligations from restricted stock units vesting on July 1, 2026, and was not a discretionary trade.
After the sale, Sanborn directly held 318,575 shares, and indirectly held 1,365 shares in each of two UTMA custodial accounts for his children.
Registrant submitted a Form 144 notice reporting proposed sales of Common Stock and recent 10b5-1 transactions. The filing lists 728 Restricted Stock Units and 153 Performance Stock Units granted on 07/01/2026. It also itemizes recent 10b5-1 sales: 4,611 shares for $111,355.65 on 07/01/2026, 889 shares for $17,780.00 on 06/01/2026, 888 shares for $16,596.72 on 05/26/2026, 285 shares for $5,198.40 on 05/21/2026, and 363 shares for $7,260.00 on 05/05/2026. The notice names the broker and reporting person.
Morgan Stanley Smith Barney LLC submitted a Rule 144 notice relating to proposed sales of Common stock by affiliated holders. The filing lists recent 10b5-1 sales by David N. Brainard on 05/05/2026, 05/26/2026, and 05/27/2026 with specific share counts and proceeds. The notice also lists Performance Stock Units (455) and Restricted Stock Units (4,505) dated 07/01/2026.
EverQuote, Inc. Chief Accounting Officer Jon Ayotte reported an open-market sale of Class A Common Stock and a related tax-withholding event. On July 1, 2026, he sold 4,611 shares at an average price of $24.15 per share in an open-market transaction executed under a pre-arranged Rule 10b5-1 trading plan adopted on March 9, 2026. On the same date, an additional 1,538 shares were withheld by the company to satisfy tax obligations arising from the vesting of restricted stock units, based on the closing price of $24.73 per share.
EverQuote, Inc. executive Joseph Sanborn reported routine equity compensation-related activity involving the company’s Class A Common Stock. On July 1, 2026, 8,603 shares were withheld by EverQuote to cover tax withholding obligations arising from the vesting of restricted stock units, based on the stock’s closing price that day. This tax withholding is a non-market disposition and not an open-market sale. After this event, Sanborn directly held 319,217 Class A shares. The filing also shows indirect holdings of 1,365 shares in a UTMA account for each of his first and second children, where he acts as custodian.