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Everquote SEC Filings

EVER NASDAQ

Welcome to our dedicated page for Everquote SEC filings (Ticker: EVER), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Tracking an online marketplace like EverQuote means digging into disclosures that map click-stream data to revenue. Investors typically want to know, “How is EverQuote’s customer acquisition cost trending?� or “Which carriers dominate its referral network?� Those answers hide in pages of 10-K risk factors and 10-Q footnotes. This page brings every EverQuote SEC filing explained simply, from the full annual report 10-K simplified to each quarterly earnings report 10-Q filing, in one place.

Stock Titan layers AI-powered summaries and plain-English highlights onto the raw documents, so you can jump straight to marketing spend, cohort retention, or revenue-per-quote without reading 200 pages. Get EverQuote Form 4 insider transactions real-time alerts the moment executives trade shares, examine EverQuote proxy statement executive compensation details, and see every EverQuote 8-K material events explained within minutes of hitting EDGAR. Our engine even answers natural questions such as “understanding EverQuote SEC documents with AI� or “EverQuote earnings report filing analysis� as you browse.

Whether you’re scanning an EverQuote insider trading Form 4 transactions pattern before earnings, comparing segment revenue across filings, or monitoring marketing efficiency ratios, Stock Titan provides the tools professionals need:

  • AGÕæÈ˹ٷ½-time filing notifications so you never miss a disclosure.
  • Concise AI commentary that clarifies complex accounting notes.
  • Keyword search across all exhibits, schedules, and footnotes.

Stop wading through PDFs; start making decisions with EverQuote SEC documents distilled into actionable insight.

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Insider Sale: Executive Vice President & Head of Institutional Bank John Leto filed a Form 4 for The Bancorp Inc. (TBBK).

  • Transaction date: 08/01/2025
  • Securities: 50,000 common shares sold (Code “Sâ€�)
  • Average price: $60.3482 (price range $60.00-$61.56)
  • Post-sale holdings: 114,111 shares held directly; 3,540 shares held indirectly via 401(k)

No derivative trades were reported, and the filing was made by a single reporting person. Based on the stated amounts, the executive disposed of roughly 30% of his prior direct position (50,000 of ~164,111 shares), reducing—yet still leaving—a sizeable equity stake.

The absence of earnings or corporate event disclosures means this filing is purely a record of insider activity; investors often view sizable insider sales as a potential negative sentiment signal, though motives can vary (liquidity, diversification, preset plans).

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Sun Communities (NYSE: SUI) filed an 8-K announcing a leadership transition.

  • Charles D. Young, former President of Invitation Homes, will become Chief Executive Officer and join the Board on 1 Oct 2025, enlarging the Board to ten members.
  • ³Û´Ç³Ü²Ô²µâ€™s 5-year employment agreement sets a $900k base salary and a target annual cash bonus equal to 200 % of salary (2025 bonus guaranteed at target, prorated).
  • On the start date he will receive equity and cash inducements designed to replace forfeited Invitation Homes awards: $3.55 m performance-based RS, $1 m fully-vested stock, $4 m time-vested RS, a $750k cash bonus and $300k relocation benefits. A 2026 equity award worth $6 m is also committed.
  • Severance for termination without cause or resignation for good reason equals 2× salary plus target bonus and accelerated vesting; change-in-control multiple is 2.99×.
  • Gary A. Shiffman will retire as CEO when Young starts and remain Non-Executive Chairman through the 2026 AGM.

No disagreements or related-party transactions were reported. Exhibit 99.1 contains the related press release.

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Nova Minerals Limited (NVA) filed a Form 6-K detailing the completion of its U.S. initial public offering of American Depositary Shares (ADS).

  • The company entered an underwriting agreement on 14 Jul 2025 with ThinkEquity to sell 1,200,000 ADS (1 ADS = 60 ordinary shares) at $9.25 per ADS, generating gross proceeds of $11.1 million.
  • Underwriters received a 45-day option for up to 120,000 additional ADSs. They partially exercised the option on 17 Jul 2025, purchasing 108,400 ADS at the same price.
  • Closing of the over-allotment occurred on 18 Jul 2025, lifting total gross proceeds to $12.21 million before underwriting discounts and offering expenses.
  • The filing contains no information on use of proceeds, dilution magnitude or updated guidance.

The report is furnished, not filed, under the Exchange Act and is not incorporated by reference unless specifically stated in future filings.

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Paychex Inc. (PAYX) â€� Form 5 Annual Statement of Changes in Beneficial Ownership

The filing reports the end-of-fiscal-year (31 May 2025) equity holdings of Mark Anthony Bottini, Senior Vice President of Sales. No new insider transactions are listed for the period; the document only updates cumulative ownership.

  • Direct common-stock holding: 79,360 shares
  • Indirect holding: 1,772 shares through the company 401(k) plan
  • Employee Stock Purchase Plan (ESPP): 36 shares
  • Outstanding stock options: 383,887 options across ten grants with strike prices ranging from $57.24 to $121.63 and expiration dates from July 2026 to July 2034

The absence of reported acquisitions or dispositions suggests that Mr. Bottini neither bought nor sold PAYX shares during FY 2025 under Section 16 reporting rules. His sizable equity and option position continues to align management incentives with shareholder interests, but the filing itself does not signal an operational or financial change for the company.

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EverQuote, Inc. (EVER) â€� Form 144 filing: An unidentified insider has filed a Notice of Proposed Sale under Rule 144 to dispose of 2,000 common shares of EverQuote.

  • Proposed sale date: 07/14/2025 on the NASDAQ via The Charles Schwab Corporation.
  • Estimated market value: $48,600 (based on the filer’s calculation).
  • Ownership context: The shares represent roughly 0.006% of the company’s 32,552,265 shares outstanding, indicating an immaterial percentage of float.
  • Source of shares: Restricted Stock Units (RSUs) acquired on 07/07/2025 directly from the issuer.
  • No other recent sales: The filer reports “Nothing to Reportâ€� for sales in the prior three-month period.

The Form 144 states that the seller affirms no possession of undisclosed material adverse information and that the transaction may be executed under a Rule 10b5-1 plan if applicable. Because the volume is negligible relative to EverQuote’s total shares outstanding, the filing is unlikely to have a material impact on valuation or liquidity, but it does signal a limited insider desire to monetize recently vested equity.

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Taoping Inc. (TAOP) filed a Form 6-K announcing that on 8 July 2025 its board granted a total of 266,666 ordinary shares as restricted-stock compensation under the 2024 Equity Incentive Plan (registered on Form S-8 No. 333-283697). The awards vested immediately, meaning the entire cost will be recognized in the current period and the shares are now free-trading, modestly increasing the company’s outstanding share count.

Key allocations: CEO & Chairman Jianghuai Lin received 133,332 shares; President Zhiqiang Zhao, COO Zhixiong Huang and CFO Iris Yan each received 36,000; other executives and non-executive directors received between 1,012 and 13,630 shares. No financial performance metrics, cash impact, or other corporate developments were disclosed in this filing.

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Taoping Inc. (TAOP) filed a Form 6-K announcing that on 8 July 2025 its board granted a total of 266,666 ordinary shares as restricted-stock compensation under the 2024 Equity Incentive Plan (registered on Form S-8 No. 333-283697). The awards vested immediately, meaning the entire cost will be recognized in the current period and the shares are now free-trading, modestly increasing the company’s outstanding share count.

Key allocations: CEO & Chairman Jianghuai Lin received 133,332 shares; President Zhiqiang Zhao, COO Zhixiong Huang and CFO Iris Yan each received 36,000; other executives and non-executive directors received between 1,012 and 13,630 shares. No financial performance metrics, cash impact, or other corporate developments were disclosed in this filing.

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Bank of Montreal (BMO) is offering auto-callable Market Linked Securities tied to the lowest performing share among Advanced Micro Devices (AMD), Amazon.com (AMZN) and Alphabet Class A (GOOGL). Each security has a $1,000 face amount, will be priced on July 18 2025 and issued on July 23 2025.

Early call feature: if on the July 23 2026 call date the lowest-performing Underlier closes at or above 90 % of its starting value, the notes are automatically redeemed for $1,000 plus a call premium of at least 25.35 %. Investors then forgo all further upside.

At maturity (July 21 2028) if not called:

  • Upside: 200 % participation in any gain of the worst Underlier.
  • Contingent absolute return: if that Underlier ends â‰� its start but â‰� 55 %, holders receive a positive payout equal to the absolute decline (maximum 45 %).
  • Downside: if it finishes below 55 %, investors are fully exposed to the loss and can lose up to 100 % of principal.
The estimated initial value is $969.80 (not less than $919.00) versus the $1,000 offering price, reflecting fees and hedging costs. The notes pay no interest, are unsecured obligations of BMO, will not be listed, and are subject to issuer credit risk and liquidity constraints. Wells Fargo Securities acts as agent, earning up to 2.575 % in commissions; selected dealers may receive an additional 0.30 % fee.

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ACM Research, Inc. (Ticker: ACMR) � Form 144 filing

An individual named Lisa Yi Lu Feng has filed a notice to sell up to 15,000 common shares of ACM Research, Inc. through Morgan Stanley Smith Barney LLC. The approximate sale date is 07 July 2025. Based on the filing, the shares are valued at an aggregate market price of $420,000, representing roughly 0.023 % of the 63,864,504 shares outstanding. The shares were acquired on the same day through a stock-option exercise paid in cash.

The filer also disclosed a prior sale of 15,000 shares on 24 June 2025 that generated $390,000 in gross proceeds.

  • No relationship to the issuer was specified in the form, and no adverse information was cited.
  • The filing indicates compliance with Rule 144 and possible 10b5-1 planning, but no plan adoption date is provided.

The transaction is small relative to ACMR’s share count, suggesting limited share-supply impact. However, repeated insider-level sales within a short window may draw investor attention.

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Amendment No. 5 to Schedule 13D discloses that the Silver Lake–affiliated reporting persons (Global Blue Holding L.P., SL Globetrotter L.P., SL Globetrotter GP Ltd., Silver Lake Technology Associates III Cayman L.P. and Silver Lake (Offshore) AIV GP III Ltd.) have tendered all of their equity interests in Global Blue Group Holding AG (“GBâ€�) in connection with the cash tender offer launched by Shift4 Payments, Inc. and its Swiss merger subsidiary.

The offer, which commenced on 21 March 2025 and expired one minute after 11:59 p.m. (NYC time) on 2 July 2025, met all conditions. The Silver Lake vehicles tendered:

  • 34,871,499 ordinary shares held by Cayman Holdings at $7.50 per share
  • 4,939,137 Series A preferred shares (convertible into ordinary shares) at $10.00 per share
  • 91,230,811 ordinary shares held by Globetrotter at $7.50 per share
  • 11,970,487 Series A preferred shares held by Globetrotter at $10.00 per share

In addition, 2,701,935 Global Blue warrants (Cayman Holdings) and 6,548,415 warrants (Globetrotter) were cashed-out and are no longer exercisable. As a result of these transactions, the reporting persons now report 0 shares beneficially owned (0.0% of the class) and thereby cease to be 5% holders as of 3 July 2025.

Following completion of the offer, director Joseph Osnoss resigned from the Global Blue board. The filing attaches an amended Annex A listing directors of the Silver Lake general partners and adds Exhibit 99.1 containing that information.

This amendment is limited to updating ownership, identity disclosures and purpose-of-transaction details; all other information in prior filings remains unchanged.

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FAQ

What is the current stock price of Everquote (EVER)?

The current stock price of Everquote (EVER) is $25.76 as of August 4, 2025.

What is the market cap of Everquote (EVER)?

The market cap of Everquote (EVER) is approximately 871.4M.

What is EverQuote's core business model?

EverQuote operates as an online insurance marketplace, using advanced data science and multi-channel marketing to connect consumers with insurance providers. Its model is centered around generating quality referrals through proprietary analytics and optimized digital campaigns.

How does EverQuote leverage technology in its operations?

The company employs a proprietary platform that integrates sophisticated bidding engines, real-time analytics, and AI-powered solutions. This technological framework drives efficient multi-channel customer acquisition and ensures scalable delivery of qualified leads.

What industries does EverQuote primarily serve?

EverQuote primarily serves the insurance industry, focusing on auto, home, and life insurance as well as property and casualty (P&C) products. Its platform connects consumers with both carriers and agents in these segments.

How does EverQuote ensure the quality of its customer referrals?

Quality is ensured through the company’s data-driven approach, which utilizes advanced mathematics and real-time reporting to optimize campaign performance. This method minimizes costs while delivering high-quality and scalable referrals.

What differentiates EverQuote from other online insurance marketplaces?

EverQuote distinguishes itself by integrating robust analytics with a comprehensive multi-channel marketing approach. Its focus on quantitative methods and technological innovation sets it apart from more traditional referral networks.

How does EverQuote manage its digital marketing campaigns?

The company manages campaigns through its proprietary platform, which incorporates cross-channel optimization across SEM, display advertising, email marketing, and more. This ensures a well-integrated approach to customer acquisition for its partners.

What role does data science play at EverQuote?

Data science is central to EverQuote’s operations, as it drives the analytical processes behind campaign management and consumer matching. The use of advanced algorithms helps refine targeting and improve overall campaign effectiveness.

How does EverQuote maintain transparency with its partners?

EverQuote emphasizes detailed reporting and real-time analytics to maintain transparency. This comprehensive insight allows insurance providers to monitor campaign performance and understand the value of each referral generated.
Everquote

NASDAQ:EVER

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EVER Stock Data

871.37M
27.48M
15.42%
83.75%
4.18%
Internet Content & Information
Services-computer Programming, Data Processing, Etc.
United States
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