मूलभूत आँकड़े
CIK | 1640428 |
SEC Filings
SEC Filings (Chronological Order)
August 5, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: |
|
August 4, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 01, 2025 EverQuote, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Nu |
|
August 4, 2025 |
Investor Presentation August 2025 Exhibit 99.2 Disclaimer This presentation contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact contained in this presentation, including statements regarding our future results of o |
|
August 4, 2025 |
EverQuote Announces Second Quarter 2025 Financial Results Exhibit 99.1 EverQuote Announces Second Quarter 2025 Financial Results ● Second Quarter Revenue Growth of 34% Year-Over-Year to $156.6 million ● Second Quarter Variable Marketing Dollars Increase 25% Year-Over-Year to $45.5 million ● Delivers Second Quarter Record Net Income of $14.7 million and Adjusted EBITDA of $22.0 million ● Announces $50.0 million Inaugural Share Repurchase Program CAMBRIDGE |
|
June 6, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 5, 2025 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Numbe |
|
May 7, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: |
|
May 7, 2025 |
Exhibit 10.2 LOAN AND SECURITY MODIFICATION AGREEMENT This Loan and Security Modification Agreement is entered into as of May 1, 2025, by and among Western Alliance Bank, an Arizona corporation (“Bank”), and EVERQUOTE, INC., a Delaware corporation (“Borrower”). 1. DESCRIPTION OF EXISTING INDEBTEDNESS: Among other indebtedness which may be owing by Borrower to Bank, Borrower is indebted to Bank pur |
|
May 7, 2025 |
Exhibit 10.1 PURCHASE AND SALE AGREEMENT BY AND BETWEEN EVERQUOTE, INC. and TIMOTHY PRESTO AND EDWARD HAMES MAY 1, 2025 PURCHASE AND SALE AGREEMENT This PURCHASE AND SALE AGREEMENT (this “Agreement”) is entered into as of May 1, 2025 by and among EverQuote, Inc., a Delaware corporation (“Parent”), Timothy Presto (“Presto”) and Edward Hames (together with Presto, the “Buyers”, and (each, a “Buyer”) |
|
May 5, 2025 |
EverQuote Announces First Quarter 2025 Financial Results Exhibit 99.1 EverQuote Announces First Quarter 2025 Financial Results ● First Quarter Revenue Growth of 83% Year-Over-Year to $166.6 million ● First Quarter Variable Marketing Dollars Increase of 52% Year-Over-Year to $46.9 million ● Delivers First Quarter Net Income of $8.0 million and Record Adjusted EBITDA of $22.5 million CAMBRIDGE, Mass., May 5, 2025 (GLOBE NEWSWIRE) - EverQuote, Inc. (Nasdaq |
|
May 5, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 05, 2025 EverQuote, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Numbe |
|
May 5, 2025 |
Investor Presentation May 2025 Disclaimer This presentation contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. |
|
April 24, 2025 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, FOR Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) |
|
April 24, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, FOR Use of the Commission Only (as permitted by Rule 14 |
|
February 25, 2025 |
EverQuote, Inc. Insider Trading Policy Exhibit 19.1 EVERQUOTE, INC. Insider Trading Policy 1. BACKGROUND AND PURPOSE 1.1 Why Have We Adopted This Policy? The federal securities laws prohibit any member of the Board of Directors (a “Director”), officer (as defined in Rule 16a-1(f) under the Securities Exchange Act of 1934 (the “Exchange Act”), an “executive officer”) or employee of EverQuote, Inc. (together with its subsidiaries, the “C |
|
February 25, 2025 |
As filed with the Securities and Exchange Commission on February 25, 2025 S-8 1 d934871ds8.htm S-8 As filed with the Securities and Exchange Commission on February 25, 2025 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 EverQuote, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 26-3101161 (State or Other Jurisdiction of Incorporation or |
|
February 25, 2025 |
EX-FILING FEES Exhibit 107 Calculation of Filing Fee Tables Form S-8 (Form Type) EverQuote, Inc. |
|
February 25, 2025 |
1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
|
February 25, 2025 |
Subsidiaries of the Registrant Exhibit 21.1 Subsidiaries of the Registrant Name Jurisdiction of Incorporation EverQuote NI Limited Northern Ireland EverQuote India Private Limited Parachute Insurance Services Corp One-Eighty Software, Inc. Policy Fuel, LLC Kanopy Insurance Center, LLC India Texas Delaware Texas Delaware |
|
February 24, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 24, 2025 EverQuote, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File |
|
February 24, 2025 |
EverQuote Announces Fourth Quarter and Full Year 2024 Financial Results Exhibit 99.1 EverQuote Announces Fourth Quarter and Full Year 2024 Financial Results ● Fourth Quarter Revenue Growth of 165% Year-Over-Year to $147.5 million ● Fourth Quarter Variable Marketing Dollars Increases Over 110% Year-Over-Year to $44.0 million ● Delivers Fourth Quarter Net Income of $12.3 million and Adjusted EBITDA of $18.9 million ● Full Year Revenue Grows 74% and Variable Marketing Do |
|
February 24, 2025 |
Investor PresentationFebruary 2025 Investor Presentation February 2025 Disclaimer This presentation contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. |
|
February 5, 2025 |
EX-24 2 PowerOfAttorney.txt EXHIBIT 24: POWER OF ATTORNEY POWER OF ATTORNEY The undersigned, BlackRock, Inc., a corporation duly organized under the laws of the State of Delaware, United States (the "Company"), does hereby make, constitute and appoint each of Eric Andruczyk, Richard Cundiff, R. Andrew Dickson, III, Spencer Fleming, Laura Hildner, David Maryles, Christopher Meade, Charles Park, Jam |
|
November 14, 2024 |
EVER / EverQuote, Inc. / GRANAHAN INVESTMENT MANAGEMENT INC/MA Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (AMENDMENT NO. 3)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, $0.001 par value (Title of Class of Securities) 30041R108 (CUSIP Number) September 30, 2024 (Date |
|
November 14, 2024 |
EVER / EverQuote, Inc. / MANAGED ACCOUNT ADVISORS LLC Passive Investment SC 13G/A 1 doc1.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 02)* EverQuote, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 30041R108 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rul |
|
November 5, 2024 |
Exhibit 10.1 LOAN AND SECURITY MODIFICATION AGREEMENT This Loan and Security Modification Agreement is entered into as of September 4, 2024, by and among Western Alliance Bank, an Arizona corporation (“Bank”), and EVERQUOTE, INC., a Delaware corporation (“Borrower”). 1. DESCRIPTION OF EXISTING INDEBTEDNESS: Among other indebtedness which may be owing by Borrower to Bank, Borrower is indebted to Ba |
|
November 5, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Num |
|
November 4, 2024 |
EverQuote Announces Record Third Quarter 2024 Financial Results Exhibit 99.1 EverQuote Announces Record Third Quarter 2024 Financial Results ● Revenue Exceeds 150% Year-Over-Year Growth to $144.5 million ● Variable Marketing Margin Increases Over 125% Year-Over-Year to $43.9 million ● Delivers Net Income of $11.6 million and Adjusted EBITDA of $18.8 million CAMBRIDGE, Mass., November 4, 2024 (GLOBE NEWSWIRE) - EverQuote, Inc. (Nasdaq: EVER), a leading online i |
|
November 4, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 04, 2024 EverQuote, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File |
|
November 4, 2024 |
Investor Presentation November 2024 Exhibit 99.2 Disclaimer This presentation contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact contained in this presentation, including statements regarding our future results of |
|
September 5, 2024 |
EVER / EverQuote, Inc. / BLUNDIN DAVID B - SC 13D/A Activist Investment SC 13D/A 1 d865116dsc13da.htm SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 7)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, $0.001 Par Value Per Share (Title of Class of Securities) 30041R108 (CUSIP Number) Link Ventures LLLP One Kendall Square Suite B2106 Cambridge, MA 02139 Attn: D |
|
September 5, 2024 |
EX-99.2 3 d865116dex992.htm EX-99.2 Exhibit 99.2 JOINT FILING AGREEMENT Pursuant to Rule 13d-1(k)(1)(iii) of the Securities Exchange Act of 1934, each of the undersigned agrees that a single joint Schedule 13D and any amendment thereto may be filed on behalf of each of the undersigned with respect to the securities held by each of them in EverQuote, Inc. Dated: September 5, 2024 /s/ David B. Blund |
|
September 5, 2024 |
Rule 10b5-1 Sales Plan, Client Representations, and Sales Instructions, dated June 14, 2024 EX-99.1 2 d865116dex991.htm EX-99.1 Exhibit 99.1 Issuer Name: EverQuote, Inc. Client Name: David Blundin, Recognition Capital, LLC & Link Ventures LLLP Symbol: EVER Rule 10b5-1 Sales Plan, Client Representations, and Sales Instructions David Blundin, individually, and David Blundin as Manager of, and on behalf of, Recognition Capital, LLC, and David Blundin, as Managing Member of Link Management L |
|
August 15, 2024 |
EverQuote, Inc., 141 Portland Street, Cambridge, MA 02139 August 15, 2024 Via EDGAR and E-mail U.S. Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.E. Washington, DC 20549 Attention: Charlotte Young Laura Nicholson Re: EverQuote, Inc. Definitive Proxy Statement on Schedule 14A Filed April 24, 2024 File No. 001-38549 Dear Ms. Young and Ms. Nicholson: We are in receipt of the comment letter, dated August 9, 2024, addresse |
|
August 6, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: |
|
August 5, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 05, 2024 EverQuote, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Nu |
|
August 5, 2024 |
EverQuote Announces Record Second Quarter 2024 Financial Results EverQuote Announces Record Second Quarter 2024 Financial Results ● Revenue Grows 72% Year-Over-Year to $117. |
|
August 5, 2024 |
Investor PresentationAugust 2024 Investor Presentation August 2024 Disclaimer This presentation contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. |
|
June 10, 2024 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 06, 2024 EverQuote, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Numb |
|
May 7, 2024 |
EVER / EverQuote, Inc. / BLUNDIN DAVID B - SC 13D/A Activist Investment SC 13D/A 1 d754888dsc13da.htm SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 6)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, $0.001 Par Value Per Share (Title of Class of Securities) 30041R108 (CUSIP Number) Link Ventures LLLP One Kendall Square Suite B2106 Cambridge, MA 02139 Attn: D |
|
May 7, 2024 |
Offer Letter, dated as of June 16, 2023, by and between the Registrant and Jon Ayotte Exhibit 10.2 210 Broadway, Suite 401 Cambridge, MA 02139 855-522-3444 June 16, 2023 Jon Ayotte [ ] [ ] [ ] [ ] Re: Offer of Employment by EverQuote, Inc. Jon, We are delighted to offer you the position of Chief Accounting Officer at EverQuote, Inc. (the “Company”). This letter sets forth the terms of your employment as follows: 1. Salary. Your annual base salary will be $295,000.00, paid in accord |
|
May 7, 2024 |
Offer Letter, dated as of June 16, 2023, by and between the Registrant and Joseph Sanborn Exhibit 10.1 210 Broadway, Suite 401 Cambridge, MA 02139 855-522-3444 June 16, 2023 Joseph Sanborn [ ] [ ] [ ] [ ] Re: Offer of Employment by EverQuote, Inc. Joseph, We are delighted to offer you the position of Chief Financial Officer at EverQuote, Inc. (the “Company”). This letter sets forth the terms of your employment as follows: 1. Salary. Your annual base salary will be $330,000.00, paid in |
|
May 7, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: |
|
May 6, 2024 |
EverQuote Announces First Quarter 2024 Financial Results Exhibit 99.1 EverQuote Announces First Quarter 2024 Financial Results • First Quarter Revenue of $91.1 million • First Quarter Variable Marketing Margin of $30.8 million • First Quarter Record GAAP Net Income of $1.9 million and Adjusted EBITDA of $7.6 million CAMBRIDGE, Mass., May. 6, 2024 (GLOBE NEWSWIRE) - EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketplace, today announced f |
|
May 6, 2024 |
Investor Presentation May 2024 Exhibit 99.2 Disclaimer This presentation contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact contained in this presentation, including statements regarding our future results of oper |
|
May 6, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 06, 2024 EverQuote, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Numbe |
|
May 2, 2024 |
As filed with the Securities and Exchange Commission on May 2, 2024 As filed with the Securities and Exchange Commission on May 2, 2024 Registration No. |
|
May 2, 2024 |
EverQuote, Inc. 210 Broadway Cambridge, Massachusetts 02139 May 2, 2024 EverQuote, Inc. 210 Broadway Cambridge, Massachusetts 02139 May 2, 2024 VIA EDGAR SUBMISSION Securities and Exchange Commission Division of Corporation Finance 100 F Street, NE Washington, DC 20549 Attention: Aliya Ishmukhamedova Matthew Derby Re: EverQuote, Inc. Registration Statement on Form S-3 File No. 333-277406 Request for Acceleration Ladies and Gentlemen: Pursuant to Rule 461 under the S |
|
April 25, 2024 |
EverQuote, Inc. 210 Broadway Cambridge, Massachusetts 02139 April 25, 2024 EverQuote, Inc. 210 Broadway Cambridge, Massachusetts 02139 April 25, 2024 VIA EDGAR SUBMISSION Securities and Exchange Commission Division of Corporation Finance 100 F Street, NE Washington, DC 20549 Attention: Aliya Ishmukhamedova Matthew Derby Re: EverQuote, Inc. Registration Statement on Form S-3 File No. 333-277406 Request for Acceleration Ladies and Gentlemen: Pursuant to Rule 461 und |
|
April 24, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, FOR Use of the Commission Only (as permitted by Rule 14 |
|
April 24, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, FOR Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
|
March 15, 2024 |
EX-99.1 2 d812306dex991.htm EX-99.1 Exhibit 99.1 JOINT FILING AGREEMENT Pursuant to Rule 13d-1(k)(1)(iii) of the Securities Exchange Act of 1934, each of the undersigned agrees that a single joint Schedule 13D and any amendment thereto may be filed on behalf of each of the undersigned with respect to the securities held by each of them in EverQuote, Inc. Dated: March 15, 2024 /s/ David B. Blundin |
|
March 15, 2024 |
EVER / EverQuote, Inc. / BLUNDIN DAVID B - SC 13D/A Activist Investment SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 5)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, $0.001 Par Value Per Share (Title of Class of Securities) 30041R108 (CUSIP Number) Link Ventures LLLP One Kendall Square Suite B2106 Cambridge, MA 02139 Attn: Dominic Lloyd (781) 228-5674 Wi |
|
February 27, 2024 |
Exhibit 4.6 Form of Subordinated Note (FACE OF SECURITY) [Each Global Security shall bear substantially the following legend: UNLESS AND UNTIL IT IS EXCHANGED IN WHOLE OR IN PART FOR SECURITIES IN DEFINITIVE REGISTERED FORM, THIS SECURITY MAY NOT BE TRANSFERRED EXCEPT AS A WHOLE BY THE DEPOSITARY TO A NOMINEE OF THE DEPOSITARY OR BY A NOMINEE OF THE DEPOSITARY TO THE DEPOSITARY OR ANOTHER NOMINEE |
|
February 27, 2024 |
Offer Letter, dated as of December 23, 2022, by and between the Registrant and Julia Brncic Exhibit 10.14 210 Broadway, Suite 401 Cambridge, MA 02139 855-522-3444 December 23, 2022 Julia Brncic [] [] Re: Offer of Employment by EverQuote, Inc. Dear Julia, I am very pleased to confirm my offer to you of employment with EverQuote, Inc. (the “Company”) in the position of General Counsel and Corporate Secretary, an exempt position. I look forward to your acceptance of this offer and would lik |
|
February 27, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38 |
|
February 27, 2024 |
Exhibit 107 Calculation of Filing Fee Tables Form S-3 (Form Type) EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry F |
|
February 27, 2024 |
Form of Subordinated Indenture Exhibit 4.4 EVERQUOTE, INC. and Trustee INDENTURE Dated as of SUBORDINATED DEBT SECURITIES CROSS-REFERENCE TABLE 1 Section of Trust Indenture Act of 1939, as amended Section of Indenture 310(a) 6.09 310(b) 6.08 6.10 310(c) Inapplicable 311(a) 6.13 311(b) 6.13 311(c) Inapplicable 312(a) 4.01 4.04 312(b) 4.04(c) 312(c) 4.04(c) 313(a) 4.03 313(b) 4.03 313(c) 4.03 313(d) 4.03 314(a) 4.02 314(b) Inappl |
|
February 27, 2024 |
Exhibit 107 Calculation of Filing Fee Tables Form S-8 (Form Type) EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Class A Common Stock, $0.001 par |
|
February 27, 2024 |
Exhibit 4.5 Form of Senior Note (FACE OF SECURITY) [Each Global Security shall bear substantially the following legend: UNLESS AND UNTIL IT IS EXCHANGED IN WHOLE OR IN PART FOR SECURITIES IN DEFINITIVE REGISTERED FORM, THIS SECURITY MAY NOT BE TRANSFERRED EXCEPT AS A WHOLE BY THE DEPOSITARY TO A NOMINEE OF THE DEPOSITARY OR BY A NOMINEE OF THE DEPOSITARY TO THE DEPOSITARY OR ANOTHER NOMINEE OF THE |
|
February 27, 2024 |
EverQuote, Inc. Dodd-Frank Compensation Recovery Policy Exhibit 97.1 EVERQUOTE, INC. Dodd-Frank Compensation Recovery Policy This Compensation Recovery Policy (this “Policy”) is adopted by EverQuote, Inc. (the “Company”) in accordance with Nasdaq Listing Rule 5608 (“Rule 5608”), which implements Rule 10D-1 under the Securities Exchange Act of 1934, as amended (the “Exchange Act”) (as promulgated pursuant to Section 954 of the Dodd-Frank Wall Street Ref |
|
February 27, 2024 |
Exhibit 4.3 EVERQUOTE, INC. and Trustee INDENTURE Dated as of SENIOR DEBT SECURITIES CROSS-REFERENCE TABLE1 Section of Trust Indenture Act of 1939, as amended Section of Indenture 310(a) 6.09 310(b) 6.08 6.10 310(c) Inapplicable 311(a) 6.13 311(b) 6.13 311(c) Inapplicable 312(a) 4.014.04 312(b) 4.04(c) 312(c) 4.04(c) 313(a) 4.03 313(b) 4.03 313(c) 4.03 313(d) 4.03 314(a) 4.02 314(b) Inapplicable 3 |
|
February 27, 2024 |
As filed with the Securities and Exchange Commission on February 27, 2024 As filed with the Securities and Exchange Commission on February 27, 2024 Registration No. |
|
February 27, 2024 |
As filed with the Securities and Exchange Commission on February 27, 2024 Table of Contents As filed with the Securities and Exchange Commission on February 27, 2024 Registration No. |
|
February 27, 2024 |
Subsidiaries of the Registrant Exhibit 21.1 Subsidiaries of the Registrant Name Jurisdiction of Incorporation EverQuote NI Limited Northern Ireland EverQuote India Private Limited Parachute Insurance Services Corp One-Eighty Software, Inc. Policy Fuel, LLC Kanopy Insurance Center, LLC India Texas Delaware Texas Delaware |
|
February 26, 2024 |
EverQuote Announces Fourth Quarter and Full Year 2023 Financial Results Exhibit 99.1 EverQuote Announces Fourth Quarter and Full Year 2023 Financial Results • Fourth Quarter Revenue of $55.7 million • Fourth Quarter Variable Marketing Margin of $20.7 million • Full Year Revenue of $287.9 million • Full Year Variable Marketing Margin of $100.3 million CAMBRIDGE, Mass., Feb. 26, 2024 (GLOBE NEWSWIRE) — EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketpla |
|
February 26, 2024 |
Regulation FD Disclosure, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 26, 2024 EverQuote, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File |
|
February 26, 2024 |
Exhibit 99.2 Investor Presentation February 2024 Disclaimer This presentation contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact contained in this presentation, including statements regarding our future results of |
|
February 20, 2024 |
EX-99.1 2 d793391dex991.htm EX-99.1 Exhibit 99.1 JOINT FILING AGREEMENT Pursuant to Rule 13d-1(k)(1)(iii) of the Securities Exchange Act of 1934, each of the undersigned agrees that a single joint Schedule 13D and any amendment thereto may be filed on behalf of each of the undersigned with respect to the securities held by each of them in EverQuote, Inc. Dated: February 20, 2024 /s/ David B. Blund |
|
February 20, 2024 |
EVER / EverQuote, Inc. / BLUNDIN DAVID B - SC 13D/A Activist Investment SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 4)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, $0.001 Par Value Per Share (Title of Class of Securities) 30041R108 (CUSIP Number) Link Ventures LLLP One Kendall Square Suite B2106 Cambridge, MA 02139 Attn: Dominic Lloyd (781) 228-5674 Wi |
|
February 14, 2024 |
EVER / EverQuote, Inc. / Divisadero Street Capital Management, LP Passive Investment SC 13G/A 1 d1098063113g-a.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, $0.001 Par Value Per Share (Title of Class of Securities) 30041R108 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appr |
|
February 14, 2024 |
EVER / EverQuote, Inc. / GRANAHAN INVESTMENT MANAGEMENT INC/MA Passive Investment SC 13G/A 1 fp0086874-3sc13ga.htm SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (AMENDMENT NO. 2)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, $0.001 par value (Title of Class of Securities) 30041R108 (CUSIP |
|
February 9, 2024 |
EVER / EverQuote, Inc. / MANAGED ACCOUNT ADVISORS LLC Passive Investment SC 13G/A 1 doc1.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 01)* EverQuote, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 30041R108 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuan |
|
December 29, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 26, 2023 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File |
|
November 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Num |
|
November 7, 2023 |
Costs Associated with Exit or Disposal Activities UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 30, 2023 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) ( |
|
November 7, 2023 |
EverQuote, Inc. Executive Severance Plan Effective November 5, 2023 ARTICLE 1 NAME, PURPOSE AND EFFECTIVE DATE 1.01. Name and Purpose of Plan. The name of this plan is the EverQuote, Inc. Executive Severance Plan (“Plan”). The purpose of the Plan is to provide compensation and benefits to certain executives of EverQuote, Inc. (the “Company”) upon separation from employment with the Company under t |
|
November 6, 2023 |
EverQuote Announces Third Quarter 2023 Financial Results EX-99.1 Exhibit 99.1 EverQuote Announces Third Quarter 2023 Financial Results • Third Quarter Revenue of $55.0 million • Third Quarter Variable Marketing Margin of $19.4 million, Representing 35% of Revenue CAMBRIDGE, Mass., Nov. 6, 2023 (GLOBE NEWSWIRE) — EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketplace, today announced financial results for the quarter ended September 30, 2 |
|
November 6, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 6, 2023 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File N |
|
November 6, 2023 |
EX-99.2 Investor Presentation November 2023 Exhibit 99.2 Disclaimer This presentation contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact contained in this presentation, including statements regarding our future re |
|
August 8, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: |
|
August 7, 2023 |
LOAN AND SECURITY MODIFICATION AGREEMENT EX-99.1 Exhibit 99.1 LOAN AND SECURITY MODIFICATION AGREEMENT This Loan and Security Modification Agreement is entered into as of August 1, 2023, by and among WESTERN ALLIANCE BANK, an Arizona corporation (“Bank”), and EVERQUOTE, INC., a Delaware corporation (“Borrower”). 1. DESCRIPTION OF EXISTING INDEBTEDNESS: Among other indebtedness which may be owing by Borrower to Bank, Borrower is indebted |
|
August 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 1, 2023 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Num |
|
August 7, 2023 |
LOAN AND SECURITY MODIFICATION AGREEMENT EX-99.2 Exhibit 99.2 LOAN AND SECURITY MODIFICATION AGREEMENT This Loan and Security Modification Agreement is entered into as of August 7, 2023, by and among WESTERN ALLIANCE BANK, an Arizona corporation (“Bank”), and EVERQUOTE, INC., a Delaware corporation (“Borrower”). 1. DESCRIPTION OF EXISTING INDEBTEDNESS: Among other indebtedness which may be owing by Borrower to Bank, Borrower is indebted |
|
August 7, 2023 |
EverQuote Announces Second Quarter 2023 Financial Results EX-99.3 Exhibit 99.3 EverQuote Announces Second Quarter 2023 Financial Results • Second Quarter Revenue of $68.0 million • Second Quarter Variable Marketing Margin of $24.7 million • Company Announces Sale of Health Insurance Vertical Assets CAMBRIDGE, Mass., August 7, 2023 (GLOBE NEWSWIRE) — EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketplace, today announced financial results |
|
August 7, 2023 |
EX-99.4 Investor Presentation August 2023 Exhibit 99.4 Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible or assumed future results of operations, business strategies, development plans, regulatory activities, competitive position, potential growth opportu |
|
August 7, 2023 |
EX-2.1 Exhibit 2.1 Execution Version PURCHASE AND SALE AGREEMENT BY AND BETWEEN EVERQUOTE, INC. and MYPLANADVOCATE INSURANCE SOLUTIONS INC. August 1, 2023 THIS DOCUMENT IS NOT INTENDED TO CREATE NOR WILL IT BE DEEMED TO CREATE A LEGALLY BINDING OR ENFORCEABLE OFFER, ACCEPTANCE OF AN OFFER OR AGREEMENT OF ANY TYPE OR NATURE, UNLESS AND UNTIL AGREED TO AND EXECUTED BY ALL PARTIES TABLE OF CONTENTS P |
|
July 6, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 30, 2023 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Numb |
|
June 16, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 12, 2023 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Numb |
|
June 16, 2023 |
EX-99.1 Exhibit 99.1 EverQuote Announces Cost Reduction Plan and Appointment of Joseph Sanborn as Chief Financial Officer Company Initiates Plan to Further Reduce Costs and Drive Towards Profitability CAMBRIDGE, Mass., June 16, 2023 (GLOBE NEWSWIRE) — EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketplace, today announced plans to implement a structural reduction of over 15% in its |
|
June 13, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 8, 2023 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Numbe |
|
May 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: |
|
May 8, 2023 |
EX-99.2 Investor Presentation May 2023 Exhibit 99.2 Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible or assumed future results of operations, business strategies, development plans, regulatory activities, competitive position, potential growth opportunit |
|
May 8, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 8, 2023 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Number |
|
May 8, 2023 |
EverQuote Announces First Quarter 2023 Financial Results EX-99.1 Exhibit 99.1 EverQuote Announces First Quarter 2023 Financial Results • First Quarter Revenue of $109.2 million • First Quarter Variable Marketing Margin Increased to $35.6 million CAMBRIDGE, Mass., May 8, 2023 (GLOBE NEWSWIRE) — EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketplace, today announced financial results for the quarter ended March 31, 2023. “In the first quar |
|
May 5, 2023 |
EVER / EverQuote Inc - Class A / Divisadero Street Capital Management, LP Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* EverQuote, Inc. (Name of Issuer) Class A Common Stock, $0.001 par value (Title of Class of Securities) 30041R108 (CUSIP Number) May 2, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to |
|
May 3, 2023 |
EVER / EverQuote Inc - Class A / BAILLIE GIFFORD & CO Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 EverQuote, Inc. (Amendment No.3) - (Name of Issuer) Class A Common Stock - (Title of Class of Securities) 30041R108 - (CUSIP Number) 28 April 2023 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is |
|
April 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, FOR Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
|
April 28, 2023 |
DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
|
April 25, 2023 |
EVER / EverQuote Inc - Class A / BLUNDIN DAVID B - SC 13D/A Activist Investment SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 3)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, $0.001 Par Value Per Share (Title of Class of Securities) 30041R108 (CUSIP Number) Link Ventures LLLP One Kendall Square Suite B2106 Cambridge, MA 02139 Attn: Dominic Lloyd (781) 228-5674 Wi |
|
April 25, 2023 |
EX-99.1 Exhibit 99.1 JOINT FILING AGREEMENT Pursuant to Rule 13d-1(k)(1)(iii) of the Securities Exchange Act of 1934, each of the undersigned agrees that a single joint Schedule 13D and any amendment thereto may be filed on behalf of each of the undersigned with respect to the securities held by each of them in EverQuote, Inc. Dated: April 25, 2023 /s/ David B. Blundin David B. Blundin RECOGNITION |
|
February 27, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38 |
|
February 27, 2023 |
Exhibit 107 Calculation of Filing Fee Tables Form S-3 (Form Type) EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forwar |
|
February 27, 2023 |
EX-10 2 ever-ex1015.htm EX-10.15 Exhibit 10.15 210 Broadway, Suite 401 Cambridge, MA 02139 855-522-3444 November 4, 2019 David Brainard [ ] [ ] Re: Offer of Employment by EverQuote, Inc. Dear David, I am very pleased to confirm my offer to you of employment with EverQuote, Inc. (the “Company”) in the position of EVP, Engineering, an exempt position. We would like your first day with the company to |
|
February 27, 2023 |
EX-99.2 Exhibit 99.2 Investor Presentation February 2023 1 Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible or assumed future results of operations, business strategies, development plans, regulatory activities, competitive position, potential growth opp |
|
February 27, 2023 |
Subsidiaries of the Registrant Exhibit 21.1 Subsidiaries of the Registrant Name Jurisdiction of Incorporation Eversurance LLC Indiana EverQuote NI Limited Northern Ireland EverQuote India Private Limited Parachute Insurance Services Corp One-Eighty Software, Inc. Policy Fuel, LLC Kanopy Insurance Center, LLC India Texas Delaware Texas Delaware |
|
February 27, 2023 |
EverQuote Announces Fourth Quarter and Full Year 2022 Financial Results EX-99.1 Exhibit 99.1 EverQuote Announces Fourth Quarter and Full Year 2022 Financial Results • Fourth Quarter Revenue of $88.3 million • Fourth Quarter Variable Marketing Margin of $29.1 million • Full Year Revenue of $404.1 million • Full Year Variable Marketing Margin of $128.3 million CAMBRIDGE, Mass., Feb. 27, 2023 (GLOBE NEWSWIRE) — EverQuote, Inc. (Nasdaq: EVER), a leading online insurance m |
|
February 27, 2023 |
EX-FILING FEES Exhibit 107 Calculation of Filing Fee Tables Form S-8 (Form Type) EverQuote, Inc. |
|
February 27, 2023 |
EX-4.6 Exhibit 4.6 Form of Subordinated Note (FACE OF SECURITY) [Each Global Security shall bear substantially the following legend: UNLESS AND UNTIL IT IS EXCHANGED IN WHOLE OR IN PART FOR SECURITIES IN DEFINITIVE REGISTERED FORM, THIS SECURITY MAY NOT BE TRANSFERRED EXCEPT AS A WHOLE BY THE DEPOSITARY TO A NOMINEE OF THE DEPOSITARY OR BY A NOMINEE OF THE DEPOSITARY TO THE DEPOSITARY OR ANOTHER N |
|
February 27, 2023 |
Form of Subordinated Indenture EX-4.4 Exhibit 4.4 EVERQUOTE, INC. and Trustee INDENTURE Dated as of SUBORDINATED DEBT SECURITIES CROSS-REFERENCE TABLE 1 Section of Trust Indenture Act of 1939, as amended Section of Indenture 310(a) 6.09 310(b) 6.08 6.10 310(c) Inapplicable 311(a) 6.13 311(b) 6.13 311(c) Inapplicable 312(a) 4.01 4.04 312(b) 4.04(c) 312(c) 4.04(c) 313(a) 4.03 313(b) 4.03 313(c) 4.03 313(d) 4.03 314(a) 4.02 314(b) |
|
February 27, 2023 |
EX-4.3 Exhibit 4.3 EVERQUOTE, INC. and Trustee INDENTURE Dated as of SENIOR DEBT SECURITIES CROSS-REFERENCE TABLE1 Section of Trust Indenture Act of 1939, as amended Section of Indenture 310(a) 6.09 310(b) 6.08 6.10 310(c) Inapplicable 311(a) 6.13 311(b) 6.13 311(c) Inapplicable 312(a) 4.014.04 312(b) 4.04(c) 312(c) 4.04(c) 313(a) 4.03 313(b) 4.03 313(c) 4.03 313(d) 4.03 314(a) 4.02 314(b) Inappli |
|
February 27, 2023 |
EX-4.5 Exhibit 4.5 Form of Senior Note (FACE OF SECURITY) [Each Global Security shall bear substantially the following legend: UNLESS AND UNTIL IT IS EXCHANGED IN WHOLE OR IN PART FOR SECURITIES IN DEFINITIVE REGISTERED FORM, THIS SECURITY MAY NOT BE TRANSFERRED EXCEPT AS A WHOLE BY THE DEPOSITARY TO A NOMINEE OF THE DEPOSITARY OR BY A NOMINEE OF THE DEPOSITARY TO THE DEPOSITARY OR ANOTHER NOMINEE |
|
February 27, 2023 |
Power of Attorney (included on the signature pages of this registration statement) As filed with the Securities and Exchange Commission on February 27, 2023 Registration No. |
|
February 27, 2023 |
Powers of Attorney (included in the signature pages to the Registration Statement) S-3 1 d643624ds3.htm S-3 Table of Contents As filed with the Securities and Exchange Commission on February 27, 2023 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-3 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 EVERQUOTE, INC. (Exact name of registrant as specified in its charter) Delaware 26-3101161 (State or other jurisdiction of i |
|
February 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 27, 2023 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File |
|
February 14, 2023 |
EVER / EverQuote, Inc. Class A / GRANAHAN INVESTMENT MANAGEMENT INC/MA Passive Investment SC 13G/A 1 fp0081954-7sc13ga.htm SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (AMENDMENT NO. 1)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, $0.001 par value (Title of Class of Securities) 30041R108 (CUSIP |
|
February 10, 2023 |
EVER / EverQuote, Inc. Class A / Rubric Capital Management LP - SC 13G/A Passive Investment SC 13G/A 1 tm235947d5sc13ga.htm SC 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, $0.001 par value per share (Title of Class of Securities) 30041R108 (CUSIP Number) December 31, 2022 (Date of event which requires filing of this statement) Check the app |
|
February 7, 2023 |
EVER / EverQuote, Inc. Class A / MANAGED ACCOUNT ADVISORS LLC Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. N/A)* EverQuote, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 30041R108 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Sched |
|
November 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Num |
|
November 1, 2022 |
Exhibit 99.2 Investor Presentation November 2022 Confidential Confidential 1 Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible or assumed future results of operations, business strategies, development plans, regulatory activities, competitive position, po |
|
November 1, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 1, 2022 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File N |
|
November 1, 2022 |
EverQuote Announces Third Quarter 2022 Financial Results Exhibit 99.1 EverQuote Announces Third Quarter 2022 Financial Results ? Total Revenue of $103.2 million ? Variable Marketing Margin of $31.8 million ? Company Continues to Drive Operating Efficiencies CAMBRIDGE, Mass., November 1, 2022 (GLOBE NEWSWIRE) ? EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketplace, today announced financial results for the third quarter ended September 3 |
|
September 14, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 8, 2022 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File |
|
August 23, 2022 |
210 Broadway Cambridge, MA 02139 855-522-3444 August 23, 2022 By Electronic Submission U. |
|
August 4, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: |
|
August 1, 2022 |
EverQuote Announces Second Quarter 2022 Financial Results Exhibit 99.1 EverQuote Announces Second Quarter 2022 Financial Results ? Performance Exceeds Guidance on Key Financial Metrics ? Total Revenue of $101.9 million ? Variable Marketing Margin of $33.1 million ? DTCA Operations Generated 13% of Total Revenue CAMBRIDGE, Mass., August 1, 2022 (GLOBE NEWSWIRE) ? EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketplace, today announced finan |
|
August 1, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 1, 2022 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Num |
|
August 1, 2022 |
Investor Presentation August 2022 Proprietary Information Exhibit 99.2 Investor Presentation August 2022 Proprietary Information Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible or assumed future results of operations, business strategies, development plans, regulatory activities, competitive position, potentia |
|
July 19, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 15, 2022 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Numb |
|
July 19, 2022 |
Exhibit 10.1 LOAN AND SECURITY MODIFICATION AGREEMENT This Loan and Security Modification Agreement is entered into as of July 15, 2022, by and among WESTERN ALLIANCE BANK, an Arizona corporation (?Bank?), and EVERQUOTE, INC., a Delaware corporation (?Borrower?). 1. DESCRIPTION OF EXISTING INDEBTEDNESS: Among other indebtedness which may be owing by Borrower to Bank, Borrower is indebted to Bank p |
|
June 13, 2022 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 9, 2022 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Numbe |
|
May 6, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: |
|
May 2, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 2, 2022 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Number |
|
May 2, 2022 |
Investor Presentation May 2022 Exhibit 99.2 Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible or assumed future results of operations, business strategies, development plans, regulatory activities, competitive position, potential growth opportunities, & t |
|
May 2, 2022 |
Exhibit 99.1 EverQuote Announces First Quarter 2022 Financial Results ? First Quarter Revenue Increased 7% Year-Over-Year to $110.7 Million ? First Quarter Revenue from Non-Auto Insurance Verticals Increased 19% Year-Over-Year ? First Quarter DTCA Operations Generated 13% of Total Revenue CAMBRIDGE, Mass., May 2, 2022 ? EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketplace, today |
|
April 26, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, FOR Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
|
April 26, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, FOR Use of the Commission Only (as permitted by Rule 14 |
|
March 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 2)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, $0.001 Par Value Per Share (Title of Class of Securities) 30041R108 (CUSIP Number) Link Ventures LLLP One Kendall Square Suite B2106 Cambridge, MA 02139 Attn: Dominic Lloyd (781) 228-5674 With copy t |
|
March 3, 2022 |
Exhibit 99.3 JOINT FILING AGREEMENT Pursuant to Rule 13d-1(k)(1)(iii) of the Securities Exchange Act of 1934, each of the undersigned agrees that a single joint Schedule 13D and any amendment thereto may be filed on behalf of each of the undersigned with respect to the securities held by each of them in EverQuote, Inc. Dated: March 2, 2022 /s/ David B. Blundin David B. Blundin RECOGNITION CAPITAL, |
|
March 3, 2022 |
EVER / EverQuote, Inc. Class A / BLUNDIN DAVID B - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 1)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, $0.001 Par Value Per Share (Title of Class of Securities) 30041R108 (CUSIP Number) Link Ventures LLLP One Kendall Square Suite B2106 Cambridge, MA 02139 Attn: Dominic Lloyd (781) 228-5674 With copy t |
|
February 25, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38 |
|
February 25, 2022 |
As filed with the Securities and Exchange Commission on February 25, 2022 As filed with the Securities and Exchange Commission on February 25, 2022 Registration No. |
|
February 25, 2022 |
Exhibit 107 Calculation of Filing Fee Tables Form S-8 (Form Type) EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Class A Common Stock, $0.001 par |
|
February 25, 2022 |
Subsidiaries of the Registrant Exhibit 21.1 Subsidiaries of the Registrant Name Jurisdiction of Incorporation Eversurance LLC Indiana EverQuote NI Limited Northern Ireland EverQuote India Private Limited India Parachute Insurance Services Corp Texas One-Eighty Software, Inc. Delaware Policy Fuel, LLC Texas Kanopy Insurance Center, LLC Delaware |
|
February 25, 2022 |
Exhibit 4.2 DESCRIPTION OF SECURITIES REGISTERED UNDER SECTION 12 OF THE EXCHANGE ACT The following description of registered securities of EverQuote, Inc. (?us,? ?our,? ?we? or the ?Company?) is intended as a summary only and does not purport to be complete. It is subject to and qualified in its entirety by reference to the Company?s Restated Certificate of Incorporation (the ?Certificate of Inco |
|
February 25, 2022 |
Exhibit 99.1 Consent of Stax Inc. We hereby consent to the inclusion of our name and industry data from our study conducted in November 2019 (the ?Study?) in the Annual Report on Form 10-K for the year ended December 31, 2021 to be filed by EverQuote, Inc., a Delaware corporation (the ?Company?), and to the incorporation by reference of industry data from the Study in the following Registration St |
|
February 23, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 22, 2022 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File |
|
February 23, 2022 |
EXHIBIT 99.1 SECURITIES PURCHASE AGREEMENT This Securities Purchase Agreement (this ?Agreement?) is dated as of February 22, 2022, between EverQuote, Inc., a Delaware corporation (the ?Company?), and each purchaser identified on the signature pages hereto (each, including its successors and assigns, a ?Purchaser? and collectively, the ?Purchasers?). WHEREAS, subject to the terms and conditions set |
|
February 23, 2022 |
EverQuote Announces $15 Million Private Placement Investment by Chairman and Exhibit 99.2 EverQuote Announces $15 Million Private Placement Investment by Chairman and Co-Founder CAMBRIDGE, Mass., Feb. 23, 2022 (GLOBE NEWSWIRE) ? EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketplace, today announced that it has signed an agreement for a $15 million private placement investment by Recognition Capital, LLC, an entity which is owned and controlled by David Blu |
|
February 16, 2022 |
Exhibit 99.2 Investor Presentation February 2022 Proprietary Information Proprietary Information 1 Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible or assumed future results of operations, business strategies, development plans, regulatory activities, co |
|
February 16, 2022 |
Exhibit 99.1 EverQuote Announces Fourth Quarter and Full Year 2021 Financial Results ? Fourth Quarter Revenue Increased 5% Year-Over-Year to $102.1 Million ? Fourth Quarter Revenue from Non-Auto Insurance Verticals Increased Year-Over-Year 50% ? Fourth Quarter Health DTCA Revenue Increased 281% Year-Over-Year to $14.5 million ? Full Year Revenue Increased 21% Year-Over-Year to $418.5 Million CAMBR |
|
February 16, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 16, 2022 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File |
|
February 15, 2022 |
EVERQUOTE, INC. RESTRICTED STOCK UNIT AGREEMENT Exhibit 99.1 EVERQUOTE, INC. RESTRICTED STOCK UNIT AGREEMENT This Restricted Stock Unit Agreement (this ?Agreement?) is made as of the Agreement Date between EverQuote, Inc., a Delaware corporation (the ?Company?), and the Participant pursuant to the Company?s 2018 Equity Incentive Plan (the ?Plan?). The terms and conditions attached hereto are also a part hereof. Notice of Grant I. Agreement Date |
|
February 15, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 11, 2022 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File |
|
February 14, 2022 |
EVER / EverQuote, Inc. Class A / Rubric Capital Management LP - SC 13G Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* EverQuote, Inc. (Name of Issuer) Class A Common Stock, $0.001 par value per share (Title of Class of Securities) 30041R108 (CUSIP Number) December 31, 2021 (Date of event which requires filing of this statement) Check the appropriate box to designate the rule pursuant |
|
February 14, 2022 |
EVER / EverQuote, Inc. Class A / AMERIPRISE FINANCIAL INC - SC 13G/A Passive Investment SC 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities and Exchange Act of 1934 (Amendment #1) EverQuote, Inc (Name of Issuer) Class A Common Stock (Title of Class of Securities) 30041R108 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Sched |
|
February 14, 2022 |
to Schedule 13G Joint Filing Agreement Exhibit II to Schedule 13G Joint Filing Agreement The undersigned persons agree and consent to the joint filing on their behalf of this Schedule 13G dated February 14, 2022 in connection with their beneficial ownership of EverQuote, Inc. |
|
February 14, 2022 |
Exhibit I to Schedule 13G Ameriprise Financial, Inc., a Delaware Corporation, is a parent holding company. The classification and identity of the relevant subsidiaries is as follows: Investment Adviser ? Columbia Management Investment Advisers, LLC is an investment adviser registered under section 203 of the Investment Advisers Act of 1940. |
|
February 14, 2022 |
EVER / EverQuote, Inc. Class A / GRANAHAN INVESTMENT MANAGEMENT INC/MA Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (AMENDMENT NO. 0)* EverQuote, Inc. (Name of Issuer) Ordinary Shares (Title of Class of Securities) 30041R108 (CUSIP Number) December 31, 2021 (Date of Event Which Requires |
|
February 9, 2022 |
EVER / EverQuote, Inc. Class A / BLUNDIN DAVID B - SC 13D Activist Investment SC 13D UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. )* EverQuote, Inc. (Name of Issuer) Class A Common Stock, $0.001 Par Value Per Share (Title of Class of Securities) 30041R108 (CUSIP Number) Link Ventures LLLP One Kendall Square Suite B2106 Cambridge, MA 02139 Attn: Dominic Lloyd (781) 228-5674 With |
|
February 9, 2022 |
Exhibit 99.2 JOINT FILING AGREEMENT Pursuant to Rule 13d-1(k)(1)(iii) of the Securities Exchange Act of 1934, each of the undersigned agrees that a single joint Schedule 13D and any amendment thereto may be filed on behalf of each of the undersigned with respect to the securities held by each of them in EverQuote, Inc. Dated: February 8, 2022 /s/ David B. Blundin David B. Blundin Link Ventures Inv |
|
November 8, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Num |
|
November 1, 2021 |
Investor Presentation November 2021 Exhibit 99.2 Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible or assumed future results of operations, business strategies, development plans, regulatory activities, competitive position, potential growth opportunities |
|
November 1, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 1, 2021 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File N |
|
November 1, 2021 |
Exhibit 99.1 EverQuote Announces Third Quarter 2021 Financial Results ? Revenue Increased 20% Year-Over-Year to $107.6 Million ? Recent Acquisition of PolicyFuel Closed and Successfully Integrated into DTC Agency Operations CAMBRIDGE, Mass., November 1, 2021 ? EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketplace, today announced financial results for the third quarter ended Septe |
|
October 18, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 18, 2021 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File N |
|
October 18, 2021 |
Exhibit 99.1 EverQuote Announces Preliminary Third Quarter 2021 Financial Results ? Company to Report Third Quarter 2021 Financial Results on November 1, 2021 ? Company Implements Plan to Reduce Non-Marketing Operating Expenses CAMBRIDGE, Mass., Oct. 18, 2021 (GLOBE NEWSWIRE) ? EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketplace, today announced preliminary, unaudited financial |
|
August 12, 2021 |
Form of Performance Stock Unit Award Agreement for Share-Based Inducement PSUs Exhibit 99.1 EVERQUOTE, INC. INDUCEMENT PERFORMANCE STOCK UNIT AGREEMENT This Performance Stock Unit Agreement (this ?Agreement?) is made as of August 13, 2021 (?Agreement Date?) between EverQuote, Inc., a Delaware corporation (the ?Buyer? or ?Company?), and the Participant. The terms and conditions attached hereto are also a part hereof. Notice of Grant I. Agreement Date Agreement Date: August 13 |
|
August 12, 2021 |
Form of Restricted Stock Unit Award Agreement Exhibit 99.3 EVERQUOTE, INC. INDUCEMENT RESTRICTED STOCK UNIT AGREEMENT This Restricted Stock Unit Agreement (this ?Agreement?) is made as of the Agreement Date between EverQuote, Inc., a Delaware corporation (the ?Company?), and the Participant. The terms and conditions attached hereto are also a part hereof. Notice of Grant I. Agreement Date Agreement Date: August 13, 2021 II. Participant Inform |
|
August 12, 2021 |
Form of Performance Stock Unit Award Agreement for Dollar-Based Inducement PSUs Exhibit 99.2 EVERQUOTE, INC. INDUCEMENT PERFORMANCE STOCK UNIT AGREEMENT This Performance Stock Unit Agreement (this ?Agreement?) is made as of August 13, 2021 (?Agreement Date?) between EverQuote, Inc., a Delaware corporation (the ?Buyer? or ?Company?), and the Participant. The terms and conditions attached hereto are also a part hereof. Notice of Grant I. Agreement Date Agreement Date: August 13 |
|
August 12, 2021 |
As filed with the Securities and Exchange Commission on August 12, 2021 As filed with the Securities and Exchange Commission on August 12, 2021 Registration No. |
|
August 9, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K/A Amendment No. 1 (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission f |
|
August 9, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: |
|
August 9, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q/A Amendment No. 1 (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commi |
|
August 2, 2021 |
Exhibit 99.1 EverQuote Announces Second Quarter 2021 Financial Results ? Revenue Increased 34% Year-Over-Year to $105.1 Million ? Variable Marketing Margin Increased 40% Year-Over-Year to $32.8 Million ? Recently Announced PolicyFuel Acquisition Extends DTC Agency Strategy into P&C Verticals CAMBRIDGE, Mass., August 2, 2021 ? EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketplace, |
|
August 2, 2021 |
Exhibit 99.2 Investor Presentation August 2021 Proprietary Information Proprietary Information 1Exhibit 99.2 Investor Presentation August 2021 Proprietary Information Proprietary Information 1 Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible or assumed f |
|
August 2, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 2, 2021 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Num |
|
June 15, 2021 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 10, 2021 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Numb |
|
May 6, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: |
|
May 3, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 3, 2021 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Number |
|
May 3, 2021 |
Exhibit 99.1 EverQuote Announces First Quarter 2021 Financial Results ? Revenue Increased 28% Year-Over-Year to $103.8 Million ? Non-Auto Insurance Revenue Increased 41% Year-Over-Year to $19.3 Million ? Variable Marketing Margin Increased 32% Year-Over-Year to $31.4 Million CAMBRIDGE, Mass., May 3, 2021 ? EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketplace, today announced fina |
|
May 3, 2021 |
Investor Presentation May 2021 Exhibit 99.2 Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible or assumed future results of operations, business strategies, development plans, regulatory activities, competitive position, potential growth opportunities, & t |
|
April 30, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 27, 2021 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Num |
|
April 27, 2021 |
DEF 14A 1 d105910ddef14a.htm DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, FOR Use of the Com |
|
April 27, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, FOR Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
|
March 1, 2021 |
Subsidiaries of the Registrant Exhibit 21.1 Subsidiaries of the Registrant Name Jurisdiction of Incorporation Crosspointe Insurance & Financial Services, LLC Indiana EverQuote NI Limited Northern Ireland |
|
March 1, 2021 |
EX-99.1 9 d105758dex991.htm EX-99.1 Exhibit 99.1 Consent of Stax Inc. We hereby consent to the inclusion of our name and industry data from our study conducted in November 2019 (the “Study”) in the Annual Report on Form 10-K for the year ended December 31, 2020 to be filed by EverQuote, Inc., a Delaware corporation (the “Company”), and to the incorporation by reference of industry data from the St |
|
March 1, 2021 |
Description of Securities of the Registrant Exhibit 4.2 DESCRIPTION OF SECURITIES REGISTERED UNDER SECTION 12 OF THE EXCHANGE ACT The following description of registered securities of EverQuote, Inc. (?us,? ?our,? ?we? or the ?Company?) is intended as a summary only and does not purport to be complete. It is subject to and qualified in its entirety by reference to the Company?s Restated Certificate of Incorporation (the ?Certificate of Inco |
|
March 1, 2021 |
As filed with the Securities and Exchange Commission on March 1, 2021 Registration No. |
|
March 1, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38 |
|
February 22, 2021 |
EX-99.1 Exhibit 99.1 EverQuote Announces Fourth Quarter and Full Year 2020 Financial Results • Fourth Quarter Revenue Increased 32% Year-Over-Year to $97.3 Million • Fourth Quarter Variable Marketing Margin Increased 46% Year-Over-Year to $31.9 Million • Full Year Revenue Increased 39% Year-Over-Year to $346.9 Million • Full Year Variable Marketing Margin Increased 48% Year-Over-Year to $108.6 Mil |
|
February 22, 2021 |
EX-99.2 Investor Presentation February 2021 Exhibit 99.2 Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible or assumed future results of operations, business strategies, development plans, regulatory activities, competitive position, potential growth oppor |
|
February 22, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 22, 2021 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File |
|
February 12, 2021 |
EX-99.I Exhibit I to Schedule 13G Ameriprise Financial, Inc., a Delaware Corporation, is a parent holding company. The classification and identity of the relevant subsidiaries is as follows: Investment Adviser – Columbia Management Investment Advisers, LLC is an investment adviser registered under section 203 of the Investment Advisers Act of 1940. |
|
February 12, 2021 |
to Schedule 13G Joint Filing Agreement EX-99.II Exhibit II to Schedule 13G Joint Filing Agreement The undersigned persons agree and consent to the joint filing on their behalf of this Schedule 13G dated February 12, 2021 in connection with their beneficial ownership of EverQuote, Inc. Columbia Management Investment Advisers, LLC authorizes Ameriprise Financial, Inc. to execute the Schedule 13G to which this Exhibit is attached and make |
|
February 12, 2021 |
SC 13G SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities and Exchange Act of 1934 EverQuote, Inc (Name of Issuer) Class A Common Stock (Title of Class of Securities) 30041R108 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: Thi |
|
February 10, 2021 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 1)* Name of issuer: EverQuote Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 30041R108 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule is filed |
|
February 9, 2021 |
SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 (Title of Class of Securities) 30041R108 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the |
|
February 9, 2021 |
EX-99.1 JOINT FILING AGREEMENT Pursuant to Rule 13d-1(k)(1)(iii) of the Securities Exchange Act of 1934, each of the undersigned agrees that a single joint Schedule 13G and any amendment thereto may be filed on behalf of each of the undersigned with respect to the securities held by each of them in EverQuote, Inc. Dated: February 8, 2021 /s/ David D. Blundin David D. Blundin Link Ventures Investme |
|
November 30, 2020 |
EverQuote Mourns Sudden Passing of EX-99.1 Exhibit 99.1 EverQuote Mourns Sudden Passing of Co-Founder & CEO Seth Birnbaum • President Jayme Mendal Appointed CEO and Director CAMBRIDGE, Mass., November 29, 2020 — EverQuote, Inc. (Nasdaq: EVER), today issued the following statement: “It is with immeasurable sadness that we announce that Seth Birnbaum, Co-Founder and CEO, unexpectedly and peacefully passed away yesterday at his home. |
|
November 30, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 28, 2020 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File |
|
November 13, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 9, 2020 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File N |
|
November 6, 2020 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Num |
|
November 6, 2020 |
EX-10.1 Exhibit 10.1 EVERQUOTE, INC. WESTERN ALLIANCE BANK, AN ARIZONA CORPORATION AMENDED AND RESTATED LOAN AND SECURITY AGREEMENT This AMENDED AND RESTATED LOAN AND SECURITY AGREEMENT is entered into as of August 7, 2020, by and between WESTERN ALLIANCE BANK, an Arizona corporation (“Bank”) and EVERQUOTE, INC. (“Borrower”). RECITALS Borrower and Bank are parties to that certain Loan and Security |
|
November 2, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 2, 2020 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File N |
|
November 2, 2020 |
EX-99.1 Exhibit 99.1 EverQuote Announces Third Quarter 2020 Financial Results • Revenue Increased 34% Year-Over-Year to $90.0 Million • Non-Auto Insurance Revenue Increased 55% Year-Over-Year to $15.2 Million • Variable Market Margin Expanded to a Record 33% of Total Revenue • Company Raises Full Year 2020 Guidance CAMBRIDGE, Mass., November 2, 2020 — EverQuote, Inc. (Nasdaq: EVER), a leading onli |
|
November 2, 2020 |
EX-99.2 Exhibit 99.2 Investor Presentation November 2020 Proprietary Information Proprietary Information 1Exhibit 99.2 Investor Presentation November 2020 Proprietary Information Proprietary Information 1 Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible |
|
August 13, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 7, 2020 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Num |
|
August 10, 2020 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: |
|
August 4, 2020 |
EX-99.1 Exhibit 99.1 EverQuote Announces Second Quarter 2020 Financial Results • Revenue Increased 41% Year-Over-Year to $78.3 Million • Non-Auto Insurance Revenue Increased 133% Year-Over-Year to $13.7 Million • Company Announces First Acquisition to Accelerate Growth in Health Vertical • Company Raises Full Year 2020 Guidance CAMBRIDGE, Mass., August 4, 2020 — EverQuote, Inc. (Nasdaq: EVER), a l |
|
August 4, 2020 |
8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 4, 2020 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File |
|
August 4, 2020 |
8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 29, 2020 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File |
|
August 4, 2020 |
EX-99.2 Investor Presentation August 2020 Exhibit 99.2 Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible or assumed future results of operations, business strategies, development plans, regulatory activities, competitive position, potential growth opportu |
|
July 8, 2020 |
Amendment to Registrant's Code of Ethics, or Waiver of a Provision of the Code of Ethics 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 1, 2020 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File N |
|
June 25, 2020 |
EVER^A / EverBank Financial Corp. / BLUNDIN DAVID B - SC 13G/A Passive Investment SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 (Title of Class of Securities) 30041R108 (CUSIP Number) June 1, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule |
|
June 17, 2020 |
Submission of Matters to a Vote of Security Holders 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 11, 2020 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File |
|
May 8, 2020 |
10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
|
May 8, 2020 |
EX-10.1 Exhibit 10.1 EVERQUOTE, INC. PERFORMANCE-BASED STOCK OPTION AGREEMENT EverQuote, Inc. (the “Company”) hereby grants the following performance-based stock option pursuant to its 2018 Equity Incentive Plan. The terms and conditions attached hereto are also a part hereof. Notice of Grant Name of optionee (the “Participant”): Grant Date: Incentive Stock Option or Non-Qualified Stock Option: Nu |
|
May 4, 2020 |
EX-99.2 Investor Presentation May 2020 Exhibit 99.2 Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible or assumed future results of operations, business strategies, development plans, regulatory activities, competitive position, potential growth opportunit |
|
May 4, 2020 |
8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 4, 2020 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Nu |
|
May 4, 2020 |
EverQuote Announces First Quarter 2020 Financial Results EX-99.1 Exhibit 99.1 EverQuote Announces First Quarter 2020 Financial Results • Revenue Increased 56% Year-Over-Year to $81.4 Million • Variable Marketing Margin Increased 72% Year-Over-Year to $23.8 Million • Company Raises Full Year 2020 Guidance CAMBRIDGE, Mass., May 4, 2020 — EverQuote, Inc. (Nasdaq: EVER), a leading online marketplace for insurance shopping, today announced financial results |
|
April 29, 2020 |
DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
|
April 29, 2020 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, FOR Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) |
|
March 13, 2020 |
Description of Securities of the Registrant EX-4.2 Exhibit 4.2 DESCRIPTION OF SECURITIES REGISTERED UNDER SECTION 12 OF THE EXCHANGE ACT The following description of registered securities of EverQuote, Inc. (“us,” “our,” “we” or the “Company”) is intended as a summary only and does not purport to be complete. It is subject to and qualified in its entirety by reference to the Company’s Restated Certificate of Incorporation (the “Certificate |
|
March 13, 2020 |
EVER / EverQuote, Inc. Class A 10-K - Annual Report - 10-K 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
|
March 13, 2020 |
EX-99.1 Exhibit 99.1 Consent of Stax Inc. We hereby consent to the inclusion of our name and industry data from our study conducted in November 2019 (the “Study”) in the Annual Report on Form 10-K for the year ended December 31, 2019 to be filed by EverQuote, Inc., a Delaware corporation (the “Company”), and to the incorporation by reference of industry data from the Study in the following Registr |
|
March 13, 2020 |
EX-10.14 Exhibit 10.14 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (the “Agreement”) is executed as of this 17th day of March 2014, by and between AdHarmonics, Inc., a Delaware corporation (the “Company”), and John Wagner, an individual (“Employee”). In consideration of the premises and the mutual agreements and covenants contained herein, and for other good and valuable consideration, the rece |
|
March 2, 2020 |
30041R108 / EverQuote Inc / BLUNDIN DAVID B - SC 13G/A Passive Investment SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 (Title of Class of Securities) 30041R108 (CUSIP Number) February 24, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the |
|
February 26, 2020 |
8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 20, 2020 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission F |
|
February 26, 2020 |
As filed with the Securities and Exchange Commission on February 26, 2020 As filed with the Securities and Exchange Commission on February 26, 2020 Registration No. |
|
February 24, 2020 |
EX-99.1 Exhibit 99.1 EverQuote Announces Fourth Quarter and Full Year 2019 Financial Results • Fourth Quarter Revenue Increased 86% Year-Over-Year to $73.8 Million • Fourth Quarter Variable Marketing Margin Increased 113% Year-Over-Year to $21.8 Million • Full Year 2019 Revenue Increased 52% Year-Over-Year to $248.8 Million • Full Year 2019 Variable Marketing Margin Increased 59% Year-Over-Year to |
|
February 24, 2020 |
EX-99.2 Investor Presentation February 2020 Exhibit 99.2 Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible or assumed future results of operations, business strategies, development plans, regulatory activities, competitive position, potential growth oppor |
|
February 24, 2020 |
8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 24, 2020 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission F |
|
February 24, 2020 |
EX-99.3 THE INSURANCE INDUSTRY Secular Shift Towards Online Shopping $146 billion in annual U.S. insurance industry commission and advertising spend; long-term trend of switching budgets to digital and tech-enabled alternatives Exhibit 99.3 Executive Summary Insurance carriers and agencies report they are still early in their transition to online marketing and customer acquisition, a trend that wi |
|
February 14, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1-Exit Filing)* EVERQUOTE, INC. (Name of Issuer) CLASS A COMMON STOCK, $0.001 PAR VALUE PER SHARE (Title of Class of Securities) 30041R108 (CUSIP Number) DECEMBER 31, 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to d |
|
February 14, 2020 |
Exhibit 1 Joint Filing Agreement In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the persons named below agree to the joint filing on behalf of them of a statement on Schedule 13G (including amendments thereto) with respect to the Class A common stock, $0. |
|
February 13, 2020 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 2)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 30041R108 (CUSIP Number) December 31, 2019 (Date of event which requires filing of this statement) Check the appropriate box to designate the rule pursua |
|
February 12, 2020 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, $0.001 par value per share (Title of Class of Securities) 30041R108 (CUSIP Number) December 31, 2019 (Date of Event Which Requires Filing of This Statement) Check the appropriate box to designate the rule pursua |
|
February 11, 2020 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 Name of issuer: EverQuote Inc Title of Class of Securities: Common Stock CUSIP Number: 30041R108 Date of Event Which Requires Filing of this Statement: December 31, 2019 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule 13d-1(b) ☐ Rule 13d- |
|
February 10, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* EverQuote, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 (Title of Class of Securities) 30041R108 (CUSIP Number) December 31, 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule purs |
|
November 13, 2019 |
Investor Presentation November 2019 Exhibit 99.1 This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible or assumed future results of operations, business strategies, development plans, regulatory activities, competitive position, potential growth opportunities, & the eff |
|
November 13, 2019 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 13, 2019 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File |
|
November 7, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Num |
|
November 4, 2019 |
Exhibit 99.1 EverQuote Announces Third Quarter 2019 Financial Results ? Revenue Increased 61% Year-Over-Year to $67.1 Million ? Variable Marketing Margin Increased 67% Year-Over-Year to $20.9 Million ? Company Achieves Milestone of GAAP Profitability ? Company Increased Adjusted EBITDA to $3.9 million ? Company Raises Full Year 2019 Guidance CAMBRIDGE, Mass., November 4, 2019 ? EverQuote, Inc. (NA |
|
November 4, 2019 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2019 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File N |
|
August 8, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q 10-Q 1 d772118d10q.htm 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from t |
|
August 5, 2019 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 5, 2019 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Num |
|
August 5, 2019 |
Exhibit 99.1 EverQuote Announces Second Quarter 2019 Financial Results ? Revenue Increased 35% Year-Over-Year to $55.7 Million ? Automotive Revenue Grew 40% Year-Over-Year to $49.8 Million ? Successfully Launched New Health and Renters Insurance Verticals CAMBRIDGE, Mass., August 5, 2019 ? EverQuote, Inc. (?EverQuote? or ?the Company?), a leading online insurance marketplace in the U.S. connecting |
|
June 14, 2019 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 11, 2019 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Numb |
|
June 11, 2019 |
Proprietary & Confidential Information Exhibit 99.1 2 Proprietary & Confidential Information Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding possible or assumed future results of operations, business strategies, development plans, regulatory activities, competitive position, potential growth opportun |
|
June 11, 2019 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 11, 2019 EverQuote, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-38549 26-3101161 (State or Other Jurisdiction of Incorporation) (Commission File Numb |