Everquote SEC Filings

Jon Ayotte, Chief Accounting Officer of EverQuote, Inc. (ticker: EVER), reported a sale of 375 shares of Class A common stock on 08/18/2025 at a price of $23.61 per share. After the transaction, the reporting person beneficially owned 57,748 shares directly. The filing states the sale was effected under a Rule 10b5-1 trading plan adopted on November 23, 2021 and was made to satisfy tax withholding obligations arising from restricted stock units that vested on August 15, 2025. The reporting person affirms the sale was not a discretionary trade and cites compliance with Rule 10b5-1(c) affirmative defense conditions.

Form 144 filing for EverQuote, Inc. (EVER): This notice reports a proposed sale and recent sale of 2,000 Class A shares by an individual identified as John L Shields. The shares were originally acquired as vested RSUs on 06/10/2021 and the filing lists the intended broker as Charles Schwab with an approximate aggregate market value of $46,600 for the proposed sale and sale execution on 08/19/2025 on Nasdaq. The filing also discloses a prior sale by the same person of 2,000 Class A shares on 07/14/2025 generating gross proceeds of $48,539.67. The filer represents there is no undisclosed material adverse information.

Insider share withholding related to RSU vesting. EverQuote, Inc. reporting person Julia Brncic, General Counsel, had 1,177 shares of Class A common stock withheld to satisfy tax withholding obligations tied to the net issuance of shares delivered on 08/15/2025. The withheld shares reflect a withholding price based on the closing price of EverQuote Class A common stock on 08/15/2025 and were reported as a disposition at a price of $23.43 per share. After the transaction, Brncic beneficially owns 122,220 shares of Class A common stock, held directly. The Form 4 was signed on 08/18/2025 by an attorney-in-fact for the reporting person.

George R. Neble, a director of EverQuote, Inc. (EVER), reported a sale of 671 shares of Class A common stock on 08/15/2025 at a price of $23.35 per share. After the sale, Mr. Neble beneficially owned 53,503 shares directly. The filing notes the sale was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Neble and filed with the SEC.

Form 144 notice shows a proposed sale of 671 common shares (restricted stock units) through Morgan Stanley Smith Barney LLC with an aggregate market value of $15,667.85. The shares represent a portion of the issuer's outstanding common stock of 32,908,579 shares. The securities were acquired on 07/05/2025 as Restricted Stock Units from the issuer and the proposed approximate sale date is 08/15/2025 on NASDAQ. The filer certifies no undisclosed material information and indicates no securities sold in the past three months.

Amendment No. 9 to Schedule 13D reports that EverQuote, Inc. entered into a privately negotiated Common Stock Repurchase Agreement with Link Ventures to repurchase 900,000 shares of Class A common stock at $23.33 per share for an aggregate $20,997,000, and the transaction closed on August 12, 2025. The filing also discloses a Lock-Up Agreement among Link Ventures, Link Management and David Blundin that restricts transfers of Class A and Class B shares for 180 days following August 12, 2025, subject to specified exceptions. The amendment states ownership as of August 12, 2025 using the issuer's disclosed share counts as of June 30, 2025, and provides beneficial ownership details: aggregate holdings for Mr. Blundin of 6,713,963 shares (18.4%), Link Ventures 6,154,616 shares (16.9%), Recognition Capital 95,451 shares (0.3%), and Cogo Fund 379,115 shares (1.0%). The filing notes Link Ventures released the issuer from claims relating to the agreements and that the reported shares were acquired for investment purposes.

EverQuote, Inc. reported a company repurchase of shares from a major holder. Link Ventures, LLLP sold 900,000 shares of Class A common stock to EverQuote at $23.33 per share, for an aggregate purchase price of $20,997,000. The repurchase agreement was entered on 08/10/2025 and the transaction closed on 08/12/2025.

The filing shows the reported securities are owned directly by Link Ventures and the report is filed jointly with Link Management, LLC, the general partner (holding a 1% GP interest). After the sale, Link Ventures beneficially owns 2,598,154 shares. The disclosure is limited to the repurchase terms, ownership follow-up, and the parties involved.

EverQuote disclosed a Stock Repurchase Agreement under which Link Ventures LLLP sold 900,000 shares of Class A common stock to EverQuote at $23.33 per share, for an aggregate purchase price of $20,997,000. The agreement was entered on 08/10/2025 and the transaction closed shortly thereafter.

The Form 4 shows the reporting person, David B. Blundin, identifies indirect ownership through affiliated entities: 2,598,154 shares held indirectly by Link Ventures, 95,451 shares by Recognition Capital, LLC, and 379,115 shares by Cogo Fund 2020, LLC. The filing states Blundin is a managing member or controlling member of those entities and disclaims beneficial ownership except for any pecuniary interest. The report also notes the reporting person no longer has a reportable interest in 100 shares previously owned by his son.

EverQuote, Inc. (NASDAQ: EVER) filed an 8-K disclosing three material items:

• $60 million senior secured revolving credit facility signed 1-Aug-25 with Western Alliance Bank and other lenders. The facility, expandable by up to $25 million, is limited to 85 % of eligible A/R, carries an unused fee of 0.075 %, and matures 1-Aug-28. Borrowings accrue at Term SOFR + 2.10 % or ABR + 1.10 %, with a 2 % default premium. The line is secured by substantially all assets and includes customary covenants; if the Adjusted Quick Ratio falls below 1.30×, the agent can sweep cash receipts until compliance is restored.
• Q2-25 earnings release & investor presentation will be furnished on 4-Aug-25 (Exhibits 99.1 & 99.2); no financial figures are provided in this filing.
• $50 million share-repurchase authorization approved 22-Jul-25, valid for one year, to be executed in the open market, via Rule 10b5-1 plans or other means, funded by existing cash and future cash flow.

The new credit line enhances liquidity and optionality, while the buyback could support EPS and share price. However, the facility introduces asset liens, leverage-linked covenants and potentially higher interest expense.