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FRACTYL HEALTH, INC.

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6700
SEC CIK
0001572616
Parsed reports
90

Last 12 months

Inside the activity.

7 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202510
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202650
Jul 202600
Aug 202600
Sep 202610
Oct 202600

Latest available

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 06, 2024 Filed Feb 8, 2024 21:37 UTC
Royan AjayDirector · 10% owner
ConversionCommon Stock 918,567 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012838 · ownership.xml · nonDerivative · entry 2

Royan Ajay · CIK 0001875614 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 918,567

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F3 · ownership.nature: Represents securities held by Mithril II LP ("II LP"). Mithril II UGP LLC ("UGP II") is the general partner of Mithril II GP LP ("GP II"), which is the general partner of II LP, and each of UGP II and GP II may be deemed to have shared voting and dispositive power with respect to the securities held by II LP. The Reporting Person is the sole managing member of UGP II and a member of the investment committee of GP II, and in such capacity may be deemed to have beneficial ownership of the securities held by II LP. The Reporting Person disclaim such beneficial ownership except to the extent of his pecuniary interest therein, if any.

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February 06, 2024 Filed Feb 8, 2024 21:37 UTC
Royan AjayDirector · 10% owner
ConversionCommon Stock 5,160,301 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012838 · ownership.xml · nonDerivative · entry 1

Royan Ajay · CIK 0001875614 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 5,160,301

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: Represents securities held by Mithril LP ("LP"). Mithril GP LP ("GP LP") is the general partner of LP and may be deemed to have shared voting and dispositive power with respect to the securities held by LP. The Reporting Person is the authorized person of GP LP and a member of the investment committee of GP LP, and in such capacity may be deemed to have beneficial ownership of the securities held by LP. The Reporting Person disclaims such beneficial ownership except to the extent of his pecuniary interest therein, if any.

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February 06, 2024 Filed Feb 8, 2024 21:32 UTC
Elia MarcDirector
ConversionSeries F Preferred Stock · Derivative 2,981,763 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012819 · ownership.xml · derivative · entry 3

Elia Marc · CIK 0001830496 · Director

M28 Capital Management LP · CIK 0001807489 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Common Stock · 1,389,451 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: This Form 4 is filed by M28 Capital Management LP ("M28 Capital Management") and Marc Elia ("Mr. Elia", and each of Mr. Elia and M28 Capital Management, a "Reporting Person"). The securities reported herein are held by certain funds and accounts for which M28 Capital Management serves as investment manager. Mr. Elia is the Chief Investment Officer of M28 Capital Management and the Managing Member of M28 Capital Management GP LLC, the general partner of M28 Capital Management. Mr. Elia also serves on the Board of Directors of the Issuer.

F3 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his or its pecuniary interest therein, if any.

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February 06, 2024 Filed Feb 8, 2024 21:32 UTC
Elia MarcDirector
PurchaseCommon Stock 466,666 $15.00 $6,999,990.00
Disclosure

SEC source: 0000950170-24-012819 · ownership.xml · nonDerivative · entry 2

Elia Marc · CIK 0001830496 · Director

M28 Capital Management LP · CIK 0001807489 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 1,856,117

F2 · ownership.nature: This Form 4 is filed by M28 Capital Management LP ("M28 Capital Management") and Marc Elia ("Mr. Elia", and each of Mr. Elia and M28 Capital Management, a "Reporting Person"). The securities reported herein are held by certain funds and accounts for which M28 Capital Management serves as investment manager. Mr. Elia is the Chief Investment Officer of M28 Capital Management and the Managing Member of M28 Capital Management GP LLC, the general partner of M28 Capital Management. Mr. Elia also serves on the Board of Directors of the Issuer.

F3 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his or its pecuniary interest therein, if any.

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February 06, 2024 Filed Feb 8, 2024 21:32 UTC
Elia MarcDirector
ConversionCommon Stock 1,389,451 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012819 · ownership.xml · nonDerivative · entry 1

Elia Marc · CIK 0001830496 · Director

M28 Capital Management LP · CIK 0001807489 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 1,389,451

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: This Form 4 is filed by M28 Capital Management LP ("M28 Capital Management") and Marc Elia ("Mr. Elia", and each of Mr. Elia and M28 Capital Management, a "Reporting Person"). The securities reported herein are held by certain funds and accounts for which M28 Capital Management serves as investment manager. Mr. Elia is the Chief Investment Officer of M28 Capital Management and the Managing Member of M28 Capital Management GP LLC, the general partner of M28 Capital Management. Mr. Elia also serves on the Board of Directors of the Issuer.

F3 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his or its pecuniary interest therein, if any.

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February 06, 2024 Filed Feb 8, 2024 21:37 UTC
Rajagopalan HarithDirector · Chief Executive Officer
ConversionSeries A Preferred Stock · Derivative 6,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012835 · ownership.xml · derivative · entry 5

Rajagopalan Harith · CIK 0001667672 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By 2016 Irrevocable Trust

Disclosed balance after: 0

Underlying: Common Stock · 2,795 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

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February 06, 2024 Filed Feb 8, 2024 21:37 UTC
Rajagopalan HarithDirector · Chief Executive Officer
ConversionSeries A Preferred Stock · Derivative 14,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012835 · ownership.xml · derivative · entry 4

Rajagopalan Harith · CIK 0001667672 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,523 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 21:37 UTC
Rajagopalan HarithDirector · Chief Executive Officer
ConversionCommon Stock 2,795 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012835 · ownership.xml · nonDerivative · entry 2

Rajagopalan Harith · CIK 0001667672 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By 2016 Irrevocable Trust

Disclosed balance after: 292,170

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 21:37 UTC
Rajagopalan HarithDirector · Chief Executive Officer
ConversionCommon Stock 6,523 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012835 · ownership.xml · nonDerivative · entry 1

Rajagopalan Harith · CIK 0001667672 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 663,093

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 22:44 UTC ConversionSeries E Preferred Stock · Derivative 352,159 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-003067 · form4-02082024_100252.xml · derivative · entry 7

Bessemer Venture Partners VII L.P. · CIK 0001534338 · 10% owner

Bessemer Venture Partners VII Institutional L.P. · CIK 0001407577 · 10% owner

BVP VII SPECIAL OPPORTUNITY FUND LP · CIK 0001459524 · 10% owner

Deer VII & Co. L.P. · CIK 0001540731 · 10% owner

Deer VII & Co. Ltd. · CIK 0001540726 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Common Stock · 164,099 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F6 · shares: Represents 112,691 shares of Series E Preferred Stock converted to 52,512 shares of Common Stock held by BVP VII, 49,302 shares of Series E Preferred Stock converted to 22,973 shares of Common Stock held by BVP VII Inst, and 190,166 shares of Series E Preferred Stock converted to 88,614 shares of Common Stock held by BVP VII SOF.

F7 · price: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F7 · derivative.exercise_date: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F7 · derivative.expiration_date: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F6 · derivative.underlying_shares: Represents 112,691 shares of Series E Preferred Stock converted to 52,512 shares of Common Stock held by BVP VII, 49,302 shares of Series E Preferred Stock converted to 22,973 shares of Common Stock held by BVP VII Inst, and 190,166 shares of Series E Preferred Stock converted to 88,614 shares of Common Stock held by BVP VII SOF.

F9 · ownership.nature: Deer VII & Co. Ltd. ("Deer Ltd.") is the general partner of Deer VII & Co. L.P. ("Deer L.P."), which is the general partner of the BVP VII Funds. Deer Ltd. and Deer L.P. disclaim beneficial ownership of the securities held by the BVP VII Funds, and this report shall not be deemed an admission that Deer Ltd. and Deer L.P. are the beneficial owners of such securities, except to the extent of their pecuniary interest therein, if any, by virtue of their direct and indirect general partner interests in the BVP VII Funds.

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February 06, 2024 Filed Feb 8, 2024 22:44 UTC ConversionSeries D Preferred Stock · Derivative 908,998 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-003067 · form4-02082024_100252.xml · derivative · entry 6

Bessemer Venture Partners VII L.P. · CIK 0001534338 · 10% owner

Bessemer Venture Partners VII Institutional L.P. · CIK 0001407577 · 10% owner

BVP VII SPECIAL OPPORTUNITY FUND LP · CIK 0001459524 · 10% owner

Deer VII & Co. L.P. · CIK 0001540731 · 10% owner

Deer VII & Co. Ltd. · CIK 0001540726 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Common Stock · 423,577 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F5 · shares: Represents 290,879 shares of Series D Preferred Stock converted to 135,544 shares of Common Stock held by BVP VII, 127,260 shares of Series D Preferred Stock converted to 59,301 shares of Common Stock held by BVP VII Inst, and 490,859 shares of Series D Preferred Stock converted to 228,732 shares of Common Stock held by BVP VII SOF.

F7 · price: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F7 · derivative.exercise_date: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F7 · derivative.expiration_date: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F5 · derivative.underlying_shares: Represents 290,879 shares of Series D Preferred Stock converted to 135,544 shares of Common Stock held by BVP VII, 127,260 shares of Series D Preferred Stock converted to 59,301 shares of Common Stock held by BVP VII Inst, and 490,859 shares of Series D Preferred Stock converted to 228,732 shares of Common Stock held by BVP VII SOF.

F9 · ownership.nature: Deer VII & Co. Ltd. ("Deer Ltd.") is the general partner of Deer VII & Co. L.P. ("Deer L.P."), which is the general partner of the BVP VII Funds. Deer Ltd. and Deer L.P. disclaim beneficial ownership of the securities held by the BVP VII Funds, and this report shall not be deemed an admission that Deer Ltd. and Deer L.P. are the beneficial owners of such securities, except to the extent of their pecuniary interest therein, if any, by virtue of their direct and indirect general partner interests in the BVP VII Funds.

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February 06, 2024 Filed Feb 8, 2024 22:44 UTC ConversionSeries C-2 Preferred Stock · Derivative 1,625,698 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-003067 · form4-02082024_100252.xml · derivative · entry 5

Bessemer Venture Partners VII L.P. · CIK 0001534338 · 10% owner

Bessemer Venture Partners VII Institutional L.P. · CIK 0001407577 · 10% owner

BVP VII SPECIAL OPPORTUNITY FUND LP · CIK 0001459524 · 10% owner

Deer VII & Co. L.P. · CIK 0001540731 · 10% owner

Deer VII & Co. Ltd. · CIK 0001540726 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Common Stock · 757,546 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F4 · shares: Represents 520,223 shares of Series C-2 Preferred Stock converted to 242,415 shares of Common Stock held by BVP VII, 227,598 shares of Series C-2 Preferred Stock converted to 106,056 shares of Common Stock held by BVP VII Inst, and 877,877 shares of Series C-2 Preferred Stock converted to 409,075 shares of Common Stock held by BVP VII SOF.

F7 · price: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F7 · derivative.exercise_date: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F7 · derivative.expiration_date: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F4 · derivative.underlying_shares: Represents 520,223 shares of Series C-2 Preferred Stock converted to 242,415 shares of Common Stock held by BVP VII, 227,598 shares of Series C-2 Preferred Stock converted to 106,056 shares of Common Stock held by BVP VII Inst, and 877,877 shares of Series C-2 Preferred Stock converted to 409,075 shares of Common Stock held by BVP VII SOF.

F9 · ownership.nature: Deer VII & Co. Ltd. ("Deer Ltd.") is the general partner of Deer VII & Co. L.P. ("Deer L.P."), which is the general partner of the BVP VII Funds. Deer Ltd. and Deer L.P. disclaim beneficial ownership of the securities held by the BVP VII Funds, and this report shall not be deemed an admission that Deer Ltd. and Deer L.P. are the beneficial owners of such securities, except to the extent of their pecuniary interest therein, if any, by virtue of their direct and indirect general partner interests in the BVP VII Funds.

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February 06, 2024 Filed Feb 8, 2024 22:44 UTC ConversionSeries C-1 Preferred Stock · Derivative 2,236,537 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-003067 · form4-02082024_100252.xml · derivative · entry 4

Bessemer Venture Partners VII L.P. · CIK 0001534338 · 10% owner

Bessemer Venture Partners VII Institutional L.P. · CIK 0001407577 · 10% owner

BVP VII SPECIAL OPPORTUNITY FUND LP · CIK 0001459524 · 10% owner

Deer VII & Co. L.P. · CIK 0001540731 · 10% owner

Deer VII & Co. Ltd. · CIK 0001540726 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Common Stock · 1,042,187 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F3 · shares: Represents 715,692 shares of Series C-1 Preferred Stock converted to 333,500 shares of Common Stock held by BVP VII, 313,115 shares of Series C-1 Preferred Stock converted to 145,906 shares of Common Stock held by BVP VII Inst, and 1,207,730 shares of Series C-1 Preferred Stock converted to 562,781 shares of Common Stock held by BVP VII SOF.

F7 · price: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F7 · derivative.exercise_date: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F7 · derivative.expiration_date: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F3 · derivative.underlying_shares: Represents 715,692 shares of Series C-1 Preferred Stock converted to 333,500 shares of Common Stock held by BVP VII, 313,115 shares of Series C-1 Preferred Stock converted to 145,906 shares of Common Stock held by BVP VII Inst, and 1,207,730 shares of Series C-1 Preferred Stock converted to 562,781 shares of Common Stock held by BVP VII SOF.

F9 · ownership.nature: Deer VII & Co. Ltd. ("Deer Ltd.") is the general partner of Deer VII & Co. L.P. ("Deer L.P."), which is the general partner of the BVP VII Funds. Deer Ltd. and Deer L.P. disclaim beneficial ownership of the securities held by the BVP VII Funds, and this report shall not be deemed an admission that Deer Ltd. and Deer L.P. are the beneficial owners of such securities, except to the extent of their pecuniary interest therein, if any, by virtue of their direct and indirect general partner interests in the BVP VII Funds.

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February 06, 2024 Filed Feb 8, 2024 22:44 UTC ConversionSeries B Preferred Stock · Derivative 3,161,709 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-003067 · form4-02082024_100252.xml · derivative · entry 3

Bessemer Venture Partners VII L.P. · CIK 0001534338 · 10% owner

Bessemer Venture Partners VII Institutional L.P. · CIK 0001407577 · 10% owner

BVP VII SPECIAL OPPORTUNITY FUND LP · CIK 0001459524 · 10% owner

Deer VII & Co. L.P. · CIK 0001540731 · 10% owner

Deer VII & Co. Ltd. · CIK 0001540726 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Common Stock · 1,473,302 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F2 · shares: Represents 1,011,748 shares of Series B Preferred Stock converted to 471,457 shares of Common Stock held by BVP VII, 442,639 shares of Series B Preferred Stock converted to 206,262 shares of Common Stock held by BVP VII Inst, and 1,707,322 shares of Series B Preferred Stock converted to 795,583 shares of Common Stock held by BVP VII SOF.

F7 · price: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F7 · derivative.exercise_date: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F7 · derivative.expiration_date: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F2 · derivative.underlying_shares: Represents 1,011,748 shares of Series B Preferred Stock converted to 471,457 shares of Common Stock held by BVP VII, 442,639 shares of Series B Preferred Stock converted to 206,262 shares of Common Stock held by BVP VII Inst, and 1,707,322 shares of Series B Preferred Stock converted to 795,583 shares of Common Stock held by BVP VII SOF.

F9 · ownership.nature: Deer VII & Co. Ltd. ("Deer Ltd.") is the general partner of Deer VII & Co. L.P. ("Deer L.P."), which is the general partner of the BVP VII Funds. Deer Ltd. and Deer L.P. disclaim beneficial ownership of the securities held by the BVP VII Funds, and this report shall not be deemed an admission that Deer Ltd. and Deer L.P. are the beneficial owners of such securities, except to the extent of their pecuniary interest therein, if any, by virtue of their direct and indirect general partner interests in the BVP VII Funds.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 22:44 UTC ConversionSeries A Preferred Stock · Derivative 1,953,271 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-003067 · form4-02082024_100252.xml · derivative · entry 2

Bessemer Venture Partners VII L.P. · CIK 0001534338 · 10% owner

Bessemer Venture Partners VII Institutional L.P. · CIK 0001407577 · 10% owner

BVP VII SPECIAL OPPORTUNITY FUND LP · CIK 0001459524 · 10% owner

Deer VII & Co. L.P. · CIK 0001540731 · 10% owner

Deer VII & Co. Ltd. · CIK 0001540726 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Common Stock · 910,190 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F1 · shares: Represents 625,047 shares of Series A Preferred Stock converted to 291,261 shares of Common Stock held by Bessemer Venture Partners VII L.P. ("BVP VII"), 273,458 shares of Series A Preferred Stock converted to 127,426 shares of Common Stock held by Bessemer Venture Partners VII Institutional L.P. ("BVP VII Inst"), and 1,054,766 shares of Series A Preferred Stock converted to 491,503 shares of Common Stock held by BVP VII Special Opportunity Fund L.P. ("BVP VII SOF" and together with BVP VII and BVP VII Inst, the "BVP VII Funds").

F7 · price: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F7 · derivative.exercise_date: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F7 · derivative.expiration_date: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F1 · derivative.underlying_shares: Represents 625,047 shares of Series A Preferred Stock converted to 291,261 shares of Common Stock held by Bessemer Venture Partners VII L.P. ("BVP VII"), 273,458 shares of Series A Preferred Stock converted to 127,426 shares of Common Stock held by Bessemer Venture Partners VII Institutional L.P. ("BVP VII Inst"), and 1,054,766 shares of Series A Preferred Stock converted to 491,503 shares of Common Stock held by BVP VII Special Opportunity Fund L.P. ("BVP VII SOF" and together with BVP VII and BVP VII Inst, the "BVP VII Funds").

F9 · ownership.nature: Deer VII & Co. Ltd. ("Deer Ltd.") is the general partner of Deer VII & Co. L.P. ("Deer L.P."), which is the general partner of the BVP VII Funds. Deer Ltd. and Deer L.P. disclaim beneficial ownership of the securities held by the BVP VII Funds, and this report shall not be deemed an admission that Deer Ltd. and Deer L.P. are the beneficial owners of such securities, except to the extent of their pecuniary interest therein, if any, by virtue of their direct and indirect general partner interests in the BVP VII Funds.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 22:44 UTC ConversionCommon Stock 4,770,901 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-003067 · form4-02082024_100252.xml · nonDerivative · entry 1

Bessemer Venture Partners VII L.P. · CIK 0001534338 · 10% owner

Bessemer Venture Partners VII Institutional L.P. · CIK 0001407577 · 10% owner

BVP VII SPECIAL OPPORTUNITY FUND LP · CIK 0001459524 · 10% owner

Deer VII & Co. L.P. · CIK 0001540731 · 10% owner

Deer VII & Co. Ltd. · CIK 0001540726 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 4,770,901

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents 625,047 shares of Series A Preferred Stock converted to 291,261 shares of Common Stock held by Bessemer Venture Partners VII L.P. ("BVP VII"), 273,458 shares of Series A Preferred Stock converted to 127,426 shares of Common Stock held by Bessemer Venture Partners VII Institutional L.P. ("BVP VII Inst"), and 1,054,766 shares of Series A Preferred Stock converted to 491,503 shares of Common Stock held by BVP VII Special Opportunity Fund L.P. ("BVP VII SOF" and together with BVP VII and BVP VII Inst, the "BVP VII Funds").

F2 · shares: Represents 1,011,748 shares of Series B Preferred Stock converted to 471,457 shares of Common Stock held by BVP VII, 442,639 shares of Series B Preferred Stock converted to 206,262 shares of Common Stock held by BVP VII Inst, and 1,707,322 shares of Series B Preferred Stock converted to 795,583 shares of Common Stock held by BVP VII SOF.

F3 · shares: Represents 715,692 shares of Series C-1 Preferred Stock converted to 333,500 shares of Common Stock held by BVP VII, 313,115 shares of Series C-1 Preferred Stock converted to 145,906 shares of Common Stock held by BVP VII Inst, and 1,207,730 shares of Series C-1 Preferred Stock converted to 562,781 shares of Common Stock held by BVP VII SOF.

F4 · shares: Represents 520,223 shares of Series C-2 Preferred Stock converted to 242,415 shares of Common Stock held by BVP VII, 227,598 shares of Series C-2 Preferred Stock converted to 106,056 shares of Common Stock held by BVP VII Inst, and 877,877 shares of Series C-2 Preferred Stock converted to 409,075 shares of Common Stock held by BVP VII SOF.

F5 · shares: Represents 290,879 shares of Series D Preferred Stock converted to 135,544 shares of Common Stock held by BVP VII, 127,260 shares of Series D Preferred Stock converted to 59,301 shares of Common Stock held by BVP VII Inst, and 490,859 shares of Series D Preferred Stock converted to 228,732 shares of Common Stock held by BVP VII SOF.

F6 · shares: Represents 112,691 shares of Series E Preferred Stock converted to 52,512 shares of Common Stock held by BVP VII, 49,302 shares of Series E Preferred Stock converted to 22,973 shares of Common Stock held by BVP VII Inst, and 190,166 shares of Series E Preferred Stock converted to 88,614 shares of Common Stock held by BVP VII SOF.

F7 · price: Each share of the Issuer's preferred stock was convertible into shares of the Issuer's Common Stock at the holder's election and had no expiration date. The preferred stock automatically converted into Common Stock upon the closing of the Issuer's initial public offering.

F8 · balance_after: After the reported transaction, BVP VII, BVP VII Inst, and BVP VII SOF own 1,526,689; 667,924; and 2,576,288 shares of common stock, respectively.

F9 · ownership.nature: Deer VII & Co. Ltd. ("Deer Ltd.") is the general partner of Deer VII & Co. L.P. ("Deer L.P."), which is the general partner of the BVP VII Funds. Deer Ltd. and Deer L.P. disclaim beneficial ownership of the securities held by the BVP VII Funds, and this report shall not be deemed an admission that Deer Ltd. and Deer L.P. are the beneficial owners of such securities, except to the extent of their pecuniary interest therein, if any, by virtue of their direct and indirect general partner interests in the BVP VII Funds.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:37 UTC
Caplan Jay DavidPresident, Chief Product Off.
ConversionSeries C-2 Preferred Stock · Derivative 32,514 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012836 · ownership.xml · derivative · entry 6

Caplan Jay David · CIK 0001419217 · President, Chief Product Off.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Family Trust

Disclosed balance after: 0

Underlying: Common Stock · 15,150 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:37 UTC
Caplan Jay DavidPresident, Chief Product Off.
ConversionSeries C-1 Preferred Stock · Derivative 44,730 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012836 · ownership.xml · derivative · entry 5

Caplan Jay David · CIK 0001419217 · President, Chief Product Off.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Family Trust

Disclosed balance after: 0

Underlying: Common Stock · 20,843 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:37 UTC
Caplan Jay DavidPresident, Chief Product Off.
ConversionSeries B Preferred Stock · Derivative 177,726 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012836 · ownership.xml · derivative · entry 4

Caplan Jay David · CIK 0001419217 · President, Chief Product Off.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Family Trust

Disclosed balance after: 0

Underlying: Common Stock · 82,817 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:37 UTC
Caplan Jay DavidPresident, Chief Product Off.
ConversionSeries A Preferred Stock · Derivative 50,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012836 · ownership.xml · derivative · entry 3

Caplan Jay David · CIK 0001419217 · President, Chief Product Off.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

Underlying: Common Stock · 23,299 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · derivative.underlying_shares: The Reporting Person's Form 3 filed on February 1, 2024 inadvertently omitted the securities held by the Jay D. Caplan 2021 Irrevocable Trust.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:37 UTC
Caplan Jay DavidPresident, Chief Product Off.
ConversionCommon Stock 118,810 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012836 · ownership.xml · nonDerivative · entry 2

Caplan Jay David · CIK 0001419217 · President, Chief Product Off.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Family Trust

Disclosed balance after: 118,810

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:37 UTC
Caplan Jay DavidPresident, Chief Product Off.
ConversionCommon Stock 23,299 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012836 · ownership.xml · nonDerivative · entry 1

Caplan Jay David · CIK 0001419217 · President, Chief Product Off.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 358,806

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · balance_after: The Reporting Person's Form 3 filed on February 1, 2024 inadvertently omitted the securities held by the Jay D. Caplan 2021 Irrevocable Trust.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:34 UTC ConversionSeries E Preferred Stock · Derivative 4,767 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012828 · ownership.xml · derivative · entry 14

General Catalyst GP V, LLC · CIK 0001550975 · 10% owner

General Catalyst Partners V, L.P. · CIK 0001551791 · 10% owner

General Catalyst Group V LP · CIK 0001414929 · 10% owner

GC Entrepreneurs Fund V, LP · CIK 0001549857 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Directly held by GC Entrepreneurs Fund V, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 2,221 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: General Catalyst GP V, LLC ("GCGPV") is the general partner of General Catalyst Partners V, L.P., which is the general partner of General Catalyst Group V, L.P. ("GCGV") and GC Entrepreneurs Fund V, L.P. ("GCEV"). GCGPV is controlled by a group of three or more individuals, or the Managing Directors, having shared voting and dispositive control over the shares held by GCGV and GCEV. Each of the Managing Directors disclaims beneficial ownership of the securities held by GCGV and GCEV except to the extent of his or her pecuniary interest therein, if any.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:34 UTC ConversionSeries E Preferred Stock · Derivative 228,371 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012828 · ownership.xml · derivative · entry 13

General Catalyst GP V, LLC · CIK 0001550975 · 10% owner

General Catalyst Partners V, L.P. · CIK 0001551791 · 10% owner

General Catalyst Group V LP · CIK 0001414929 · 10% owner

GC Entrepreneurs Fund V, LP · CIK 0001549857 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Directly held by General Catalyst Group V, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 106,417 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: General Catalyst GP V, LLC ("GCGPV") is the general partner of General Catalyst Partners V, L.P., which is the general partner of General Catalyst Group V, L.P. ("GCGV") and GC Entrepreneurs Fund V, L.P. ("GCEV"). GCGPV is controlled by a group of three or more individuals, or the Managing Directors, having shared voting and dispositive control over the shares held by GCGV and GCEV. Each of the Managing Directors disclaims beneficial ownership of the securities held by GCGV and GCEV except to the extent of his or her pecuniary interest therein, if any.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:34 UTC ConversionSeries D Preferred Stock · Derivative 18,929 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012828 · ownership.xml · derivative · entry 12

General Catalyst GP V, LLC · CIK 0001550975 · 10% owner

General Catalyst Partners V, L.P. · CIK 0001551791 · 10% owner

General Catalyst Group V LP · CIK 0001414929 · 10% owner

GC Entrepreneurs Fund V, LP · CIK 0001549857 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Directly held by GC Entrepreneurs Fund V, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 8,820 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: General Catalyst GP V, LLC ("GCGPV") is the general partner of General Catalyst Partners V, L.P., which is the general partner of General Catalyst Group V, L.P. ("GCGV") and GC Entrepreneurs Fund V, L.P. ("GCEV"). GCGPV is controlled by a group of three or more individuals, or the Managing Directors, having shared voting and dispositive control over the shares held by GCGV and GCEV. Each of the Managing Directors disclaims beneficial ownership of the securities held by GCGV and GCEV except to the extent of his or her pecuniary interest therein, if any.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:34 UTC ConversionSeries D Preferred Stock · Derivative 906,815 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012828 · ownership.xml · derivative · entry 11

General Catalyst GP V, LLC · CIK 0001550975 · 10% owner

General Catalyst Partners V, L.P. · CIK 0001551791 · 10% owner

General Catalyst Group V LP · CIK 0001414929 · 10% owner

GC Entrepreneurs Fund V, LP · CIK 0001549857 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Directly held by General Catalyst Group V, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 422,560 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: General Catalyst GP V, LLC ("GCGPV") is the general partner of General Catalyst Partners V, L.P., which is the general partner of General Catalyst Group V, L.P. ("GCGV") and GC Entrepreneurs Fund V, L.P. ("GCEV"). GCGPV is controlled by a group of three or more individuals, or the Managing Directors, having shared voting and dispositive control over the shares held by GCGV and GCEV. Each of the Managing Directors disclaims beneficial ownership of the securities held by GCGV and GCEV except to the extent of his or her pecuniary interest therein, if any.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:34 UTC ConversionSeries C-2 Preferred Stock · Derivative 27,922 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012828 · ownership.xml · derivative · entry 10

General Catalyst GP V, LLC · CIK 0001550975 · 10% owner

General Catalyst Partners V, L.P. · CIK 0001551791 · 10% owner

General Catalyst Group V LP · CIK 0001414929 · 10% owner

GC Entrepreneurs Fund V, LP · CIK 0001549857 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Directly held by GC Entrepreneurs Fund V, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 13,011 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: General Catalyst GP V, LLC ("GCGPV") is the general partner of General Catalyst Partners V, L.P., which is the general partner of General Catalyst Group V, L.P. ("GCGV") and GC Entrepreneurs Fund V, L.P. ("GCEV"). GCGPV is controlled by a group of three or more individuals, or the Managing Directors, having shared voting and dispositive control over the shares held by GCGV and GCEV. Each of the Managing Directors disclaims beneficial ownership of the securities held by GCGV and GCEV except to the extent of his or her pecuniary interest therein, if any.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:34 UTC ConversionSeries C-2 Preferred Stock · Derivative 1,337,665 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012828 · ownership.xml · derivative · entry 9

General Catalyst GP V, LLC · CIK 0001550975 · 10% owner

General Catalyst Partners V, L.P. · CIK 0001551791 · 10% owner

General Catalyst Group V LP · CIK 0001414929 · 10% owner

GC Entrepreneurs Fund V, LP · CIK 0001549857 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Directly held by General Catalyst Group V, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 623,329 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: General Catalyst GP V, LLC ("GCGPV") is the general partner of General Catalyst Partners V, L.P., which is the general partner of General Catalyst Group V, L.P. ("GCGV") and GC Entrepreneurs Fund V, L.P. ("GCEV"). GCGPV is controlled by a group of three or more individuals, or the Managing Directors, having shared voting and dispositive control over the shares held by GCGV and GCEV. Each of the Managing Directors disclaims beneficial ownership of the securities held by GCGV and GCEV except to the extent of his or her pecuniary interest therein, if any.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:34 UTC ConversionSeries C-1 Preferred Stock · Derivative 27,438 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012828 · ownership.xml · derivative · entry 8

General Catalyst GP V, LLC · CIK 0001550975 · 10% owner

General Catalyst Partners V, L.P. · CIK 0001551791 · 10% owner

General Catalyst Group V LP · CIK 0001414929 · 10% owner

GC Entrepreneurs Fund V, LP · CIK 0001549857 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Directly held by GC Entrepreneurs Fund V, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 12,785 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: General Catalyst GP V, LLC ("GCGPV") is the general partner of General Catalyst Partners V, L.P., which is the general partner of General Catalyst Group V, L.P. ("GCGV") and GC Entrepreneurs Fund V, L.P. ("GCEV"). GCGPV is controlled by a group of three or more individuals, or the Managing Directors, having shared voting and dispositive control over the shares held by GCGV and GCEV. Each of the Managing Directors disclaims beneficial ownership of the securities held by GCGV and GCEV except to the extent of his or her pecuniary interest therein, if any.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:34 UTC ConversionSeries C-1 Preferred Stock · Derivative 1,314,484 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012828 · ownership.xml · derivative · entry 7

General Catalyst GP V, LLC · CIK 0001550975 · 10% owner

General Catalyst Partners V, L.P. · CIK 0001551791 · 10% owner

General Catalyst Group V LP · CIK 0001414929 · 10% owner

GC Entrepreneurs Fund V, LP · CIK 0001549857 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Directly held by General Catalyst Group V, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 612,527 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: General Catalyst GP V, LLC ("GCGPV") is the general partner of General Catalyst Partners V, L.P., which is the general partner of General Catalyst Group V, L.P. ("GCGV") and GC Entrepreneurs Fund V, L.P. ("GCEV"). GCGPV is controlled by a group of three or more individuals, or the Managing Directors, having shared voting and dispositive control over the shares held by GCGV and GCEV. Each of the Managing Directors disclaims beneficial ownership of the securities held by GCGV and GCEV except to the extent of his or her pecuniary interest therein, if any.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:34 UTC ConversionSeries B Preferred Stock · Derivative 64,681 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012828 · ownership.xml · derivative · entry 6

General Catalyst GP V, LLC · CIK 0001550975 · 10% owner

General Catalyst Partners V, L.P. · CIK 0001551791 · 10% owner

General Catalyst Group V LP · CIK 0001414929 · 10% owner

GC Entrepreneurs Fund V, LP · CIK 0001549857 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Directly held by GC Entrepreneurs Fund V, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 30,140 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: General Catalyst GP V, LLC ("GCGPV") is the general partner of General Catalyst Partners V, L.P., which is the general partner of General Catalyst Group V, L.P. ("GCGV") and GC Entrepreneurs Fund V, L.P. ("GCEV"). GCGPV is controlled by a group of three or more individuals, or the Managing Directors, having shared voting and dispositive control over the shares held by GCGV and GCEV. Each of the Managing Directors disclaims beneficial ownership of the securities held by GCGV and GCEV except to the extent of his or her pecuniary interest therein, if any.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:34 UTC ConversionSeries B Preferred Stock · Derivative 3,098,678 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012828 · ownership.xml · derivative · entry 5

General Catalyst GP V, LLC · CIK 0001550975 · 10% owner

General Catalyst Partners V, L.P. · CIK 0001551791 · 10% owner

General Catalyst Group V LP · CIK 0001414929 · 10% owner

GC Entrepreneurs Fund V, LP · CIK 0001549857 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Directly held by General Catalyst Group V, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 1,443,931 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: General Catalyst GP V, LLC ("GCGPV") is the general partner of General Catalyst Partners V, L.P., which is the general partner of General Catalyst Group V, L.P. ("GCGV") and GC Entrepreneurs Fund V, L.P. ("GCEV"). GCGPV is controlled by a group of three or more individuals, or the Managing Directors, having shared voting and dispositive control over the shares held by GCGV and GCEV. Each of the Managing Directors disclaims beneficial ownership of the securities held by GCGV and GCEV except to the extent of his or her pecuniary interest therein, if any.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:34 UTC ConversionSeries A Preferred Stock · Derivative 66,897 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012828 · ownership.xml · derivative · entry 4

General Catalyst GP V, LLC · CIK 0001550975 · 10% owner

General Catalyst Partners V, L.P. · CIK 0001551791 · 10% owner

General Catalyst Group V LP · CIK 0001414929 · 10% owner

GC Entrepreneurs Fund V, LP · CIK 0001549857 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Directly held by GC Entrepreneurs Fund V, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 31,172 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: General Catalyst GP V, LLC ("GCGPV") is the general partner of General Catalyst Partners V, L.P., which is the general partner of General Catalyst Group V, L.P. ("GCGV") and GC Entrepreneurs Fund V, L.P. ("GCEV"). GCGPV is controlled by a group of three or more individuals, or the Managing Directors, having shared voting and dispositive control over the shares held by GCGV and GCEV. Each of the Managing Directors disclaims beneficial ownership of the securities held by GCGV and GCEV except to the extent of his or her pecuniary interest therein, if any.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:34 UTC ConversionSeries A Preferred Stock · Derivative 3,204,832 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012828 · ownership.xml · derivative · entry 3

General Catalyst GP V, LLC · CIK 0001550975 · 10% owner

General Catalyst Partners V, L.P. · CIK 0001551791 · 10% owner

General Catalyst Group V LP · CIK 0001414929 · 10% owner

GC Entrepreneurs Fund V, LP · CIK 0001549857 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Directly held by General Catalyst Group V, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 1,493,397 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: General Catalyst GP V, LLC ("GCGPV") is the general partner of General Catalyst Partners V, L.P., which is the general partner of General Catalyst Group V, L.P. ("GCGV") and GC Entrepreneurs Fund V, L.P. ("GCEV"). GCGPV is controlled by a group of three or more individuals, or the Managing Directors, having shared voting and dispositive control over the shares held by GCGV and GCEV. Each of the Managing Directors disclaims beneficial ownership of the securities held by GCGV and GCEV except to the extent of his or her pecuniary interest therein, if any.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:34 UTC ConversionCommon Stock 98,149 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012828 · ownership.xml · nonDerivative · entry 2

General Catalyst GP V, LLC · CIK 0001550975 · 10% owner

General Catalyst Partners V, L.P. · CIK 0001551791 · 10% owner

General Catalyst Group V LP · CIK 0001414929 · 10% owner

GC Entrepreneurs Fund V, LP · CIK 0001549857 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Directly held by GC Entrepreneurs Fund V, L.P.

Disclosed balance after: 99,863

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: General Catalyst GP V, LLC ("GCGPV") is the general partner of General Catalyst Partners V, L.P., which is the general partner of General Catalyst Group V, L.P. ("GCGV") and GC Entrepreneurs Fund V, L.P. ("GCEV"). GCGPV is controlled by a group of three or more individuals, or the Managing Directors, having shared voting and dispositive control over the shares held by GCGV and GCEV. Each of the Managing Directors disclaims beneficial ownership of the securities held by GCGV and GCEV except to the extent of his or her pecuniary interest therein, if any.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:34 UTC ConversionCommon Stock 4,702,161 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012828 · ownership.xml · nonDerivative · entry 1

General Catalyst GP V, LLC · CIK 0001550975 · 10% owner

General Catalyst Partners V, L.P. · CIK 0001551791 · 10% owner

General Catalyst Group V LP · CIK 0001414929 · 10% owner

GC Entrepreneurs Fund V, LP · CIK 0001549857 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Directly held by General Catalyst Group V, L.P.

Disclosed balance after: 4,784,323

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: General Catalyst GP V, LLC ("GCGPV") is the general partner of General Catalyst Partners V, L.P., which is the general partner of General Catalyst Group V, L.P. ("GCGV") and GC Entrepreneurs Fund V, L.P. ("GCEV"). GCGPV is controlled by a group of three or more individuals, or the Managing Directors, having shared voting and dispositive control over the shares held by GCGV and GCEV. Each of the Managing Directors disclaims beneficial ownership of the securities held by GCGV and GCEV except to the extent of his or her pecuniary interest therein, if any.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 21:40 UTC ConversionSeries F Preferred Stock · Derivative 596,352 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012842 · ownership.xml · derivative · entry 2

MEANWELL CLIVE · CIK 0001204787 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

Underlying: Common Stock · 277,890 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: Represents securities held by Population Health Capital Partners II, L.P. ("PHPII"). The Reporting Person is the Founder of Population Health Partners GP, LLC, the general partner of PHPII, and, as a result, may be deemed to share voting and investment power with respect to the shares held by PHPII. Dr. Meanwell disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 21:40 UTC ConversionCommon Stock 277,890 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012842 · ownership.xml · nonDerivative · entry 1

MEANWELL CLIVE · CIK 0001204787 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 277,890

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into common stock in accordance with the terms of such preferred stock.

F2 · ownership.nature: Represents securities held by Population Health Capital Partners II, L.P. ("PHPII"). The Reporting Person is the Founder of Population Health Partners GP, LLC, the general partner of PHPII, and, as a result, may be deemed to share voting and investment power with respect to the shares held by PHPII. Dr. Meanwell disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:35 UTC
Mithril LP10% owner
MITHRIL II LP10% owner
Mithril GP LP10% owner
THIEL PETER10% owner
ConversionSeries F Preferred Stock · Derivative 1,598,225 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012830 · ownership.xml · derivative · entry 8

Mithril LP · CIK 0001552273 · 10% owner

Mithril II UGP LLC · CIK 0001878230 · 10% owner

Mithril II GP LP · CIK 0001878232 · 10% owner

MITHRIL II LP · CIK 0001669609 · 10% owner

Mithril GP LP · CIK 0001881891 · 10% owner

THIEL PETER · CIK 0001211060 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

Underlying: Common Stock · 744,746 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F3 · ownership.nature: Represents securities held by Mithril II LP ("II LP"). Mithril II UGP LLC ("UGP II") is the general partner of Mithril II GP LP ("GP II"), which is the general partner of II LP, and each of UGP II and GP II may be deemed to have shared voting and dispositive power with respect to the securities held by II LP. Mr. Royan is the sole managing member of UGP II. Messrs. Royan and Thiel are the members of the investment committee of GP II, and in such capacities may be deemed to have beneficial ownership of the securities held by II LP. Each of UGP II, GP II and Mr. Thiel disclaims such beneficial ownership except to the extent of its and his respective pecuniary interest therein, if any. Mr. Royan is a director of the Issuer and files separate Section 16 reports.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:35 UTC
Mithril LP10% owner
MITHRIL II LP10% owner
Mithril GP LP10% owner
THIEL PETER10% owner
ConversionSeries E Preferred Stock · Derivative 373,021 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012830 · ownership.xml · derivative · entry 7

Mithril LP · CIK 0001552273 · 10% owner

Mithril II UGP LLC · CIK 0001878230 · 10% owner

Mithril II GP LP · CIK 0001878232 · 10% owner

MITHRIL II LP · CIK 0001669609 · 10% owner

Mithril GP LP · CIK 0001881891 · 10% owner

THIEL PETER · CIK 0001211060 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

Underlying: Common Stock · 173,821 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F3 · ownership.nature: Represents securities held by Mithril II LP ("II LP"). Mithril II UGP LLC ("UGP II") is the general partner of Mithril II GP LP ("GP II"), which is the general partner of II LP, and each of UGP II and GP II may be deemed to have shared voting and dispositive power with respect to the securities held by II LP. Mr. Royan is the sole managing member of UGP II. Messrs. Royan and Thiel are the members of the investment committee of GP II, and in such capacities may be deemed to have beneficial ownership of the securities held by II LP. Each of UGP II, GP II and Mr. Thiel disclaims such beneficial ownership except to the extent of its and his respective pecuniary interest therein, if any. Mr. Royan is a director of the Issuer and files separate Section 16 reports.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:35 UTC
Mithril LP10% owner
MITHRIL II LP10% owner
Mithril GP LP10% owner
THIEL PETER10% owner
ConversionSeries D Preferred Stock · Derivative 545,450 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012830 · ownership.xml · derivative · entry 6

Mithril LP · CIK 0001552273 · 10% owner

Mithril II UGP LLC · CIK 0001878230 · 10% owner

Mithril II GP LP · CIK 0001878232 · 10% owner

MITHRIL II LP · CIK 0001669609 · 10% owner

Mithril GP LP · CIK 0001881891 · 10% owner

THIEL PETER · CIK 0001211060 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 254,170 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F2 · ownership.direct: Represents securities held by Mithril LP ("LP"). Mithril GP LP ("GP LP") is the general partner of LP and may be deemed to have shared voting and dispositive power with respect to the securities held by LP. Ajay Royan, a member of the Issuer's board of directors, is the authorized person of GP LP. Mr. Royan and Peter Thiel are the members of the investment committee of GP LP, and in such capacities may be deemed to have beneficial ownership of the securities held by LP. Each of GP LP and Mr. Thiel disclaims such beneficial ownership except to the extent of its and his respective pecuniary interest therein, if any. Mr. Royan is a director of the Issuer and files separate Section 16 reports.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:35 UTC
Mithril LP10% owner
MITHRIL II LP10% owner
Mithril GP LP10% owner
THIEL PETER10% owner
ConversionSeries C-2 Preferred Stock · Derivative 6,502,796 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012830 · ownership.xml · derivative · entry 5

Mithril LP · CIK 0001552273 · 10% owner

Mithril II UGP LLC · CIK 0001878230 · 10% owner

Mithril II GP LP · CIK 0001878232 · 10% owner

MITHRIL II LP · CIK 0001669609 · 10% owner

Mithril GP LP · CIK 0001881891 · 10% owner

THIEL PETER · CIK 0001211060 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,030,193 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F2 · ownership.direct: Represents securities held by Mithril LP ("LP"). Mithril GP LP ("GP LP") is the general partner of LP and may be deemed to have shared voting and dispositive power with respect to the securities held by LP. Ajay Royan, a member of the Issuer's board of directors, is the authorized person of GP LP. Mr. Royan and Peter Thiel are the members of the investment committee of GP LP, and in such capacities may be deemed to have beneficial ownership of the securities held by LP. Each of GP LP and Mr. Thiel disclaims such beneficial ownership except to the extent of its and his respective pecuniary interest therein, if any. Mr. Royan is a director of the Issuer and files separate Section 16 reports.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 16:35 UTC
Mithril LP10% owner
MITHRIL II LP10% owner
Mithril GP LP10% owner
THIEL PETER10% owner
ConversionSeries C-1 Preferred Stock · Derivative 4,025,764 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012830 · ownership.xml · derivative · entry 4

Mithril LP · CIK 0001552273 · 10% owner

Mithril II UGP LLC · CIK 0001878230 · 10% owner

Mithril II GP LP · CIK 0001878232 · 10% owner

MITHRIL II LP · CIK 0001669609 · 10% owner

Mithril GP LP · CIK 0001881891 · 10% owner

THIEL PETER · CIK 0001211060 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,875,938 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F1 · derivative.exercise_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F1 · derivative.expiration_date: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F2 · ownership.direct: Represents securities held by Mithril LP ("LP"). Mithril GP LP ("GP LP") is the general partner of LP and may be deemed to have shared voting and dispositive power with respect to the securities held by LP. Ajay Royan, a member of the Issuer's board of directors, is the authorized person of GP LP. Mr. Royan and Peter Thiel are the members of the investment committee of GP LP, and in such capacities may be deemed to have beneficial ownership of the securities held by LP. Each of GP LP and Mr. Thiel disclaims such beneficial ownership except to the extent of its and his respective pecuniary interest therein, if any. Mr. Royan is a director of the Issuer and files separate Section 16 reports.

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February 06, 2024 Filed Feb 8, 2024 16:35 UTC
Mithril LP10% owner
MITHRIL II LP10% owner
Mithril GP LP10% owner
THIEL PETER10% owner
PurchaseCommon Stock 333,333 $15.00 $4,999,995.00
Disclosure

SEC source: 0000950170-24-012830 · ownership.xml · nonDerivative · entry 3

Mithril LP · CIK 0001552273 · 10% owner

Mithril II UGP LLC · CIK 0001878230 · 10% owner

Mithril II GP LP · CIK 0001878232 · 10% owner

MITHRIL II LP · CIK 0001669609 · 10% owner

Mithril GP LP · CIK 0001881891 · 10% owner

THIEL PETER · CIK 0001211060 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,251,900

F3 · ownership.nature: Represents securities held by Mithril II LP ("II LP"). Mithril II UGP LLC ("UGP II") is the general partner of Mithril II GP LP ("GP II"), which is the general partner of II LP, and each of UGP II and GP II may be deemed to have shared voting and dispositive power with respect to the securities held by II LP. Mr. Royan is the sole managing member of UGP II. Messrs. Royan and Thiel are the members of the investment committee of GP II, and in such capacities may be deemed to have beneficial ownership of the securities held by II LP. Each of UGP II, GP II and Mr. Thiel disclaims such beneficial ownership except to the extent of its and his respective pecuniary interest therein, if any. Mr. Royan is a director of the Issuer and files separate Section 16 reports.

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February 06, 2024 Filed Feb 8, 2024 16:35 UTC
Mithril LP10% owner
MITHRIL II LP10% owner
Mithril GP LP10% owner
THIEL PETER10% owner
ConversionCommon Stock 918,567 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012830 · ownership.xml · nonDerivative · entry 2

Mithril LP · CIK 0001552273 · 10% owner

Mithril II UGP LLC · CIK 0001878230 · 10% owner

Mithril II GP LP · CIK 0001878232 · 10% owner

MITHRIL II LP · CIK 0001669609 · 10% owner

Mithril GP LP · CIK 0001881891 · 10% owner

THIEL PETER · CIK 0001211060 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 918,567

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F3 · ownership.nature: Represents securities held by Mithril II LP ("II LP"). Mithril II UGP LLC ("UGP II") is the general partner of Mithril II GP LP ("GP II"), which is the general partner of II LP, and each of UGP II and GP II may be deemed to have shared voting and dispositive power with respect to the securities held by II LP. Mr. Royan is the sole managing member of UGP II. Messrs. Royan and Thiel are the members of the investment committee of GP II, and in such capacities may be deemed to have beneficial ownership of the securities held by II LP. Each of UGP II, GP II and Mr. Thiel disclaims such beneficial ownership except to the extent of its and his respective pecuniary interest therein, if any. Mr. Royan is a director of the Issuer and files separate Section 16 reports.

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February 06, 2024 Filed Feb 8, 2024 16:35 UTC
Mithril LP10% owner
MITHRIL II LP10% owner
Mithril GP LP10% owner
THIEL PETER10% owner
ConversionCommon Stock 5,160,301 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-012830 · ownership.xml · nonDerivative · entry 1

Mithril LP · CIK 0001552273 · 10% owner

Mithril II UGP LLC · CIK 0001878230 · 10% owner

Mithril II GP LP · CIK 0001878232 · 10% owner

MITHRIL II LP · CIK 0001669609 · 10% owner

Mithril GP LP · CIK 0001881891 · 10% owner

THIEL PETER · CIK 0001211060 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,160,301

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: In connection with the closing of the Issuer's initial public offering, each share of preferred stock automatically converted into 0.466 shares of the Issuer's common stock in accordance with the terms of such preferred stock.

F2 · ownership.direct: Represents securities held by Mithril LP ("LP"). Mithril GP LP ("GP LP") is the general partner of LP and may be deemed to have shared voting and dispositive power with respect to the securities held by LP. Ajay Royan, a member of the Issuer's board of directors, is the authorized person of GP LP. Mr. Royan and Peter Thiel are the members of the investment committee of GP LP, and in such capacities may be deemed to have beneficial ownership of the securities held by LP. Each of GP LP and Mr. Thiel disclaims such beneficial ownership except to the extent of its and his respective pecuniary interest therein, if any. Mr. Royan is a director of the Issuer and files separate Section 16 reports.

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February 01, 2024 Filed Feb 5, 2024 22:06 UTC GrantStock Option · Derivative 45,000 $0.00 Strike: $15.00 $0.00
Disclosure

SEC source: 0000950170-24-011325 · ownership.xml · derivative · entry 1

BRADLEY WILLIAM · CIK 0001177319 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,000

Underlying: Common Stock · 45,000 shares

Expires 2034-01-31

F1 · derivative.exercise_date: The stock option vests in three annual installments beginning on February 1, 2025.

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February 01, 2024 Filed Feb 5, 2024 22:07 UTC GrantStock Option · Derivative 45,000 $0.00 Strike: $15.00 $0.00
Disclosure

SEC source: 0000950170-24-011331 · ownership.xml · derivative · entry 1

Conaway Samuel · CIK 0002007319 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,000

Underlying: Common Stock · 45,000 shares

Expires 2034-01-31

F1 · derivative.exercise_date: The stock option vests in three annual installments beginning on February 1, 2025.

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February 01, 2024 Filed Feb 5, 2024 22:08 UTC GrantStock Option · Derivative 45,000 $0.00 Strike: $15.00 $0.00
Disclosure

SEC source: 0000950170-24-011333 · ownership.xml · derivative · entry 1

Barnes Kelly Ann · CIK 0002004138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,000

Underlying: Common Stock · 45,000 shares

Expires 2034-01-31

F1 · derivative.exercise_date: The stock option vests in three annual installments beginning on February 1, 2025.

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February 01, 2024 Filed Feb 5, 2024 22:11 UTC
Royan AjayDirector
GrantStock Option · Derivative 45,000 $0.00 Strike: $15.00 $0.00
Disclosure

SEC source: 0000950170-24-011341 · ownership.xml · derivative · entry 1

Royan Ajay · CIK 0001875614 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,000

Underlying: Common Stock · 45,000 shares

Expires 2034-01-31

F1 · derivative.exercise_date: The stock option vests in three annual installments beginning on February 1, 2025.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.