Last 12 months
Inside the activity.
1 purchase rows · 87 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 14 |
| Dec 2025 | 0 | 20 |
| Jan 2026 | 0 | 13 |
| Feb 2026 | 1 | 4 |
| Mar 2026 | 0 | 12 |
| Apr 2026 | 0 | 5 |
| May 2026 | 0 | 6 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 1 |
| Aug 2026 | 0 | 6 |
| Sep 2026 | 0 | 3 |
| Oct 2026 | 0 | 2 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 08, 2026 Filed Oct 9, 2026 20:30 UTC |
Hallen EdDirector · 10% owner
|
GiftSeries A Common Stock | 17,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000934 · wk-form4_1791577816.xml · nonDerivative · entry 3 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 370,246 F6 · kind: Represents a bona fide gift of 17,885 shares of stock from Hodgkins LLC, of which Reporting Person serves as manager, to a donor-advised fund pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F5 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| October 07, 2026 Filed Oct 9, 2026 20:30 UTC |
Hallen EdDirector · 10% owner
|
SaleSeries A Common Stock | 58,815 | $17.40 | $1,023,381.00 |
DisclosureSEC source: 0001470831-26-000934 · wk-form4_1791577816.xml · nonDerivative · entry 2 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 388,131 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.00 to $17.63 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| October 07, 2026 Filed Oct 9, 2026 20:30 UTC |
Hallen EdDirector · 10% owner
|
SaleSeries A Common Stock | 38,667 | $17.40 | $672,805.80 |
DisclosureSEC source: 0001470831-26-000934 · wk-form4_1791577816.xml · nonDerivative · entry 1 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins Trust Disclosed balance after: 55,290 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.03 to $17.63 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: Shares are owned directly by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| September 24, 2026 Filed Sep 25, 2026 21:50 UTC |
Hallen EdDirector · 10% owner
|
SaleSeries A Common Stock | 800 | $17.02 | $13,616.00 |
DisclosureSEC source: 0001470831-26-000904 · wk-form4_1790373048.xml · nonDerivative · entry 2 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 446,946 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.00 to $17.03 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F4 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| September 24, 2026 Filed Sep 25, 2026 21:50 UTC |
Hallen EdDirector · 10% owner
|
SaleSeries A Common Stock | 500 | $17.02 | $8,510.00 |
DisclosureSEC source: 0001470831-26-000904 · wk-form4_1790373048.xml · nonDerivative · entry 1 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins Trust Disclosed balance after: 93,957 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.00 to $17.03 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: Shares are owned directly by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| September 15, 2026 Filed Sep 17, 2026 22:14 UTC |
Smith Erica EllenChief Financial Officer
|
GrantSeries A Common Stock | 328,767 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000890 · wk-form4_1789683279.xml · nonDerivative · entry 2 Smith Erica Ellen · CIK 0002050221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,150,684 F2 · shares: Represents performance stock units ("PSUs") awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. The PSUs will vest in up to three tranches over a two and a half year measurement period, subject to the achievement of specified performance targets tied to the trading price of the Series A Common Stock and the Reporting Person's continued service in the same or substantially equivalent position as the Reporting Person held as of the grant date through the applicable vesting date. Each tranche of PSUs will vest only if the average closing price of the Series A Common Stock for a period of at least sixty consecutive calendar days is at or above a specified dollar value during the applicable measurement period. F3 · shares: (continued) The stock price targets for tranches 1 through 3 are $30.00, $50.00, and $75.00 per share, respectively, subject to proportionate adjustment in the event of any stock split or other similar change in the Issuer's capital stock. F4 · balance_after: Consists of (i) 821,917 unvested RSUs awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement; and (ii) 328,767 unvested PSUs awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| September 15, 2026 Filed Sep 17, 2026 22:14 UTC |
Smith Erica EllenChief Financial Officer
|
GrantSeries A Common Stock | 821,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000890 · wk-form4_1789683279.xml · nonDerivative · entry 1 Smith Erica Ellen · CIK 0002050221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 821,917 F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs will vest in sixteen equal quarterly installments, with the first such installment vesting on February 15, 2027, subject to the Reporting Person's continued service on each such vesting date. Read SEC document |
| September 11, 2026 Filed Sep 14, 2026 20:49 UTC |
St. Ledger SusanDirector
|
SaleSeries A Common Stock | 2,328 | $15.93 | $37,085.04 |
DisclosureSEC source: 0001470831-26-000885 · wk-form4_1789418960.xml · nonDerivative · entry 1 St. Ledger Susan · CIK 0001673606 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,433 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2026. F2 · balance_after: Consists of (i) 8,611 shares of Series A Common Stock and (ii) 14,822 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| August 31, 2026 Filed Aug 31, 2026 21:35 UTC |
Shopify Strategic Holdings 3 LLC10% owner
SHOPIFY INC.10% owner
|
OtherSeries B Common Stock · Derivative | 344,383 | $0.01 | $3,443.83 |
DisclosureSEC source: 0001193125-26-377117 · ownership.xml · derivative · entry 2 Shopify Strategic Holdings 3 LLC · CIK 0001993562 · 10% owner SHOPIFY INC. · CIK 0001594805 · 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: 17,317,491 Underlying: Series A Common Stock · 344,383 shares Expires not disclosed F3 · derivative.exercise_price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F3 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F3 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · ownership.direct: Reflects securities held directly by Shopify Strategic Holdings 3 LLC, a wholly-owned subsidiary of Shopify Inc. ("Shopify"). Shopify is an indirect beneficial owner and disclaims beneficial ownership except to the extent of its pecuniary interest therein. Read SEC document |
| August 31, 2026 Filed Aug 31, 2026 21:35 UTC |
Shopify Strategic Holdings 3 LLC10% owner
SHOPIFY INC.10% owner
|
OtherWarrants to Purchase Series B Common Stock (Right to Buy) · Derivative | 344,383 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001193125-26-377117 · ownership.xml · derivative · entry 1 Shopify Strategic Holdings 3 LLC · CIK 0001993562 · 10% owner SHOPIFY INC. · CIK 0001594805 · 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: 1,377,529 Underlying: Series B Common Stock · 344,383 shares Expires 2032-07-28 F1 · derivative.exercise_date: 25% of the shares subject to the warrants vested on July 28, 2022, and the remaining shares vest quarterly in equal amounts through July 28, 2027. Notwithstanding the foregoing, in connection with the Issuer's initial public offering ("IPO"), 25% of the total number of shares subject to the warrants vested immediately prior to the completion of the IPO. F2 · ownership.direct: Reflects securities held directly by Shopify Strategic Holdings 3 LLC, a wholly-owned subsidiary of Shopify Inc. ("Shopify"). Shopify is an indirect beneficial owner and disclaims beneficial ownership except to the extent of its pecuniary interest therein. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 00:16 UTC |
Edmond LandonChief Legal Officer
|
SaleSeries A Common Stock | 8,103 | $20.44 | $165,625.32 |
DisclosureSEC source: 0001470831-26-000868 · wk-form4_1788308184.xml · nonDerivative · entry 2 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 477,866 F3 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $19.95 to $20.77 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · balance_after: Consists of (i) 50,886 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), (ii) 297,110 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement, and (iii) 129,870 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 00:18 UTC |
Hallen EdDirector · 10% owner
|
GiftSeries A Common Stock | 17,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000870 · wk-form4_1788308332.xml · nonDerivative · entry 3 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 447,746 F6 · kind: Represents a bona fide gift of 17,885 shares of stock from Hodgkins LLC, of which Reporting Person serves as manager, to a donor-advised fund pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F5 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 00:18 UTC |
Hallen EdDirector · 10% owner
|
SaleSeries A Common Stock | 59,615 | $20.49 | $1,221,511.35 |
DisclosureSEC source: 0001470831-26-000870 · wk-form4_1788308332.xml · nonDerivative · entry 2 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 465,631 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $20.30 to $20.78 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 00:18 UTC |
Hallen EdDirector · 10% owner
|
SaleSeries A Common Stock | 39,167 | $20.47 | $801,748.49 |
DisclosureSEC source: 0001470831-26-000870 · wk-form4_1788308332.xml · nonDerivative · entry 1 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins Trust Disclosed balance after: 94,457 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $20.30 to $20.77 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: Shares are owned directly by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| August 28, 2026 Filed Sep 2, 2026 00:16 UTC |
Edmond LandonChief Legal Officer
|
SaleSeries A Common Stock | 53,473 | $20.01 | $1,069,994.73 |
DisclosureSEC source: 0001470831-26-000868 · wk-form4_1788308184.xml · nonDerivative · entry 1 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 485,969 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 21, 2025. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $20.00 to $20.15 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 15, 2026 Filed Aug 19, 2026 00:06 UTC |
Edmond LandonChief Legal Officer
|
Tax withholdingSeries A Common Stock | 22,342 | $18.49 | $413,103.58 |
DisclosureSEC source: 0001470831-26-000843 · wk-form4_1787098011.xml · nonDerivative · entry 1 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 539,442 F1 · kind: Represents shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Consists of (i) 112,462 shares of Series A Common Stock; (ii) 297,110 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement; and (iii) 129,870 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| August 15, 2026 Filed Aug 19, 2026 00:05 UTC |
Galvin CarmelChief People Officer
|
Tax withholdingSeries A Common Stock | 30,541 | $18.49 | $564,703.09 |
DisclosureSEC source: 0001470831-26-000841 · wk-form4_1787097923.xml · nonDerivative · entry 1 Galvin Carmel · CIK 0001733091 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 907,458 F1 · kind: Represents shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Consists of (i) 195,731 shares of Series A Common Stock; (ii) 549,390 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement; and (iii) 162,337 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| August 15, 2026 Filed Aug 19, 2026 00:09 UTC |
Fernandez Gomez LucianoDirector · Co-Chief Executive Officer
|
ConversionSeries B Common Stock · Derivative | 7,001 | $18.49 | $129,448.49 |
DisclosureSEC source: 0001470831-26-000845 · wk-form4_1787098158.xml · derivative · entry 3 Fernandez Gomez Luciano · CIK 0001730978 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,999 Underlying: Series A Common Stock · 7,001 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. F2 · derivative.exercise_price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: Represents 7,001 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), in connection with tax withholding obligations related to the vesting and settlement of restricted stock units ("RSUs"). F2 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F5 · balance_after: Consists of 48,999 shares of Series B Common Stock. Read SEC document |
| August 15, 2026 Filed Aug 19, 2026 00:09 UTC |
Fernandez Gomez LucianoDirector · Co-Chief Executive Officer
|
Tax withholdingSeries A Common Stock | 29,133 | $18.49 | $538,669.17 |
DisclosureSEC source: 0001470831-26-000845 · wk-form4_1787098158.xml · nonDerivative · entry 2 Fernandez Gomez Luciano · CIK 0001730978 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,301,573 F3 · kind: Represents shares of Series A Common Stock withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of RSUs. F4 · balance_after: Consists of (i) 287,984 shares of Series A Common Stock; (ii) 820,351 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement; and (iii) 1,193,238 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| August 15, 2026 Filed Aug 19, 2026 00:09 UTC |
Fernandez Gomez LucianoDirector · Co-Chief Executive Officer
|
ConversionSeries A Common Stock | 7,001 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001470831-26-000845 · wk-form4_1787098158.xml · nonDerivative · entry 1 Fernandez Gomez Luciano · CIK 0001730978 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,330,706 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 · kind: Represents 7,001 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), in connection with tax withholding obligations related to the vesting and settlement of restricted stock units ("RSUs"). F2 · price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| August 15, 2026 Filed Aug 19, 2026 00:02 UTC |
Whalen AmandaChief Financial Officer
|
Tax withholdingSeries A Common Stock | 28,950 | $18.49 | $535,285.50 |
DisclosureSEC source: 0001470831-26-000839 · wk-form4_1787097772.xml · nonDerivative · entry 2 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 795,242 F3 · kind: Represents shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock") withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F4 · balance_after: Consists of (i) 89,917 shares of Series A Common Stock; (ii) 478,053 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement; and (iii) 227,272 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| August 14, 2026 Filed Aug 19, 2026 00:02 UTC |
Whalen AmandaChief Financial Officer
|
SaleSeries A Common Stock | 14,000 | $18.47 | $258,580.00 |
DisclosureSEC source: 0001470831-26-000839 · wk-form4_1787097772.xml · nonDerivative · entry 1 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 824,192 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 21, 2025. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $18.25 to $18.82 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 11, 2026 Filed Aug 13, 2026 20:30 UTC |
SUMMIT PARTNERS L P10% owner
Summit Partners Co-Invest (Kiwi), LP10% owner
SUMMIT INVESTORS GE IX/VC IV, LLC10% owner
|
ConversionSeries B Common Stock, par value $0.001 per share · Derivative | 5,000,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-349311 · ownership.xml · derivative · entry 3 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 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: 13,852,778 Underlying: Series A Common Stock, par value $0.001 per share · 5,000,000 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: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. F1 · price: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. F1 · derivative.exercise_date: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. F1 · derivative.expiration_date: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. F5 · balance_after: Consists of (i) 8,187,302 shares of Series B Common Stock held by Fund IX-A, (ii) 5,112,037 shares of Series B Common Stock held by Fund IX-B, (iii) 504,825 shares of Series B Common Stock held by Kiwi Co-Invest Fund, (iv) 43,030 shares of Series B Common Stock held by Fund IX/VC IV, and (v) 5,584 shares of Series B Common Stock held by Fund IX/VC IV (UK). F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the securities held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document |
| August 11, 2026 Filed Aug 13, 2026 20:30 UTC |
SUMMIT PARTNERS L P10% owner
Summit Partners Co-Invest (Kiwi), LP10% owner
SUMMIT INVESTORS GE IX/VC IV, LLC10% owner
|
SaleSeries A Common Stock, par value $0.001 per share | 5,000,000 | $17.71 | $88,550,000.00 |
DisclosureSEC source: 0001193125-26-349311 · ownership.xml · nonDerivative · entry 2 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 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 F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the securities held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document |
| August 11, 2026 Filed Aug 13, 2026 20:30 UTC |
SUMMIT PARTNERS L P10% owner
Summit Partners Co-Invest (Kiwi), LP10% owner
SUMMIT INVESTORS GE IX/VC IV, LLC10% owner
|
ConversionSeries A Common Stock, par value $0.001 per share | 5,000,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-349311 · ownership.xml · nonDerivative · entry 1 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 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: 5,000,000 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: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the securities held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document |
| July 22, 2026 Filed Jul 25, 2026 00:08 UTC |
Oulman RoxanneDirector
|
ConversionSeries B Common Stock · Derivative | 16,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000729 · wk-form4_1784938098.xml · derivative · entry 3 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Roxanne Oulman 2025 GRAT Disclosed balance after: 29,891 Underlying: Series A Common Stock · 16,775 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: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · ownership.nature: Shares held by Roxanne Oulman 2025 GRAT, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed to be an admission that she has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| July 22, 2026 Filed Jul 25, 2026 00:08 UTC |
Oulman RoxanneDirector
|
ConversionSeries A Common Stock | 16,775 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001470831-26-000729 · wk-form4_1784938098.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Roxanne Oulman 2025 GRAT Disclosed balance after: 16,775 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: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · ownership.nature: Shares held by Roxanne Oulman 2025 GRAT, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed to be an admission that she has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| July 16, 2026 Filed Jul 18, 2026 00:01 UTC |
Whalen AmandaChief Financial Officer
|
SaleSeries A Common Stock | 14,000 | $17.75 | $248,500.00 |
DisclosureSEC source: 0001470831-26-000720 · wk-form4_1784332874.xml · nonDerivative · entry 1 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 838,192 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 21, 2025. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.43 to $18.05 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Consists of (i) 59,302 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"); (ii) 551,618 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement; and (iii) 227,272 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| June 18, 2026 Filed Jun 19, 2026 00:08 UTC |
Whalen AmandaChief Financial Officer
|
SaleSeries A Common Stock | 14,000 | $13.23 | $185,220.00 |
DisclosureSEC source: 0001470831-26-000561 · wk-form4_1781827722.xml · nonDerivative · entry 1 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 852,192 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 21, 2025. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $13.12 to $13.49 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Consists of (i) 73,302 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"); (ii) 551,618 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement; and (iii) 227,272 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| June 11, 2026 Filed Jun 12, 2026 00:04 UTC |
Oulman RoxanneDirector
|
ConversionSeries B Common Stock · Derivative | 8,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000542 · wk-form4_1781222659.xml · derivative · entry 3 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,165 Underlying: Series A Common Stock · 8,169 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. F2 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| June 11, 2026 Filed Jun 12, 2026 00:04 UTC |
Oulman RoxanneDirector
|
ConversionSeries A Common Stock | 8,169 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001470831-26-000542 · wk-form4_1781222659.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,343 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. F2 · price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F3 · balance_after: Consists of (i) 22,521 shares of Series A Common Stock and (ii) 14,822 unvested RSUs awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| June 09, 2026 Filed Jun 12, 2026 00:03 UTC |
Fernandez Gomez LucianoDirector · Co-Chief Executive Officer
|
Tax withholdingSeries A Common Stock | 1,746 | $14.78 | $25,805.88 |
DisclosureSEC source: 0001470831-26-000538 · wk-form4_1781222635.xml · nonDerivative · entry 1 Fernandez Gomez Luciano · CIK 0001730978 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,323,705 F1 · kind: Represents shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Consists of (i) 218,966 shares of Series A Common Stock; (ii) 911,501 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement; and (iii) 1,193,238 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| June 09, 2026 Filed Jun 12, 2026 00:04 UTC |
Weisman TonyDirector
|
GrantSeries A Common Stock | 14,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000539 · wk-form4_1781222642.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,174 F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 9, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. F2 · balance_after: Consists of (i) 89,352 shares of Series A Common Stock and (ii) 14,822 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| June 09, 2026 Filed Jun 12, 2026 00:04 UTC |
St. Ledger SusanDirector
|
GrantSeries A Common Stock | 14,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000541 · wk-form4_1781222653.xml · nonDerivative · entry 1 St. Ledger Susan · CIK 0001673606 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,761 F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 9, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. F2 · balance_after: Consists of (i) 10,939 shares of Series A Common Stock and (ii) 14,822 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| June 09, 2026 Filed Jun 12, 2026 00:04 UTC |
Ceran JenniferDirector
|
GrantSeries A Common Stock | 14,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000540 · wk-form4_1781222647.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,513 F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 9, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. F2 · balance_after: Consists of (i) 30,691 shares of Series A Common Stock and (ii) 14,822 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| June 09, 2026 Filed Jun 12, 2026 00:04 UTC |
Oulman RoxanneDirector
|
GrantSeries A Common Stock | 14,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000542 · wk-form4_1781222659.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,174 F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 9, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. Read SEC document |
| May 26, 2026 Filed May 29, 2026 00:08 UTC |
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
|
ConversionSeries B Common Stock · Derivative | 212,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000495 · wk-form4_1780013281.xml · derivative · entry 3 Bialecki Andrew · CIK 0001991099 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 66,731,589 Underlying: Series A Common Stock · 212,529 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. F2 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| May 26, 2026 Filed May 29, 2026 00:08 UTC |
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
|
SaleSeries A Common Stock | 212,529 | $14.61 | $3,105,048.69 |
DisclosureSEC source: 0001470831-26-000495 · wk-form4_1780013281.xml · nonDerivative · entry 2 Bialecki Andrew · CIK 0001991099 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $14.43 to $15.00 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 26, 2026 Filed May 29, 2026 00:08 UTC |
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
|
ConversionSeries A Common Stock | 212,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001470831-26-000495 · wk-form4_1780013281.xml · nonDerivative · entry 1 Bialecki Andrew · CIK 0001991099 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 212,529 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 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| May 19, 2026 Filed May 21, 2026 00:03 UTC |
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
|
ConversionSeries B Common Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000479 · wk-form4_1779321830.xml · derivative · entry 3 Bialecki Andrew · CIK 0001991099 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 66,944,118 Underlying: Series A Common Stock · 200,000 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. F2 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| May 19, 2026 Filed May 21, 2026 00:03 UTC |
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
|
SaleSeries A Common Stock | 200,000 | $14.88 | $2,976,000.00 |
DisclosureSEC source: 0001470831-26-000479 · wk-form4_1779321830.xml · nonDerivative · entry 2 Bialecki Andrew · CIK 0001991099 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $14.68 to $15.41 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 19, 2026 Filed May 21, 2026 00:03 UTC |
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
|
ConversionSeries A Common Stock | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001470831-26-000479 · wk-form4_1779321830.xml · nonDerivative · entry 1 Bialecki Andrew · CIK 0001991099 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 200,000 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 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:05 UTC |
St. Ledger SusanDirector
|
ConversionSeries B Common Stock · Derivative | 9,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000481 · wk-form4_1779321940.xml · derivative · entry 3 St. Ledger Susan · CIK 0001673606 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,166 Underlying: Series A Common Stock · 9,334 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. F2 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2025. F2 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F4 · balance_after: Consists of 50,166 shares of Series B Common Stock. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:05 UTC |
St. Ledger SusanDirector
|
SaleSeries A Common Stock | 9,334 | $14.27 | $133,196.18 |
DisclosureSEC source: 0001470831-26-000481 · wk-form4_1779321940.xml · nonDerivative · entry 2 St. Ledger Susan · CIK 0001673606 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,939 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2025. F3 · balance_after: Consists of (i) 5,119 shares of Series A Common Stock and (ii) 5,820 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:05 UTC |
St. Ledger SusanDirector
|
ConversionSeries A Common Stock | 9,334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001470831-26-000481 · wk-form4_1779321940.xml · nonDerivative · entry 1 St. Ledger Susan · CIK 0001673606 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,273 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 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2025. F2 · price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| May 15, 2026 Filed May 19, 2026 00:16 UTC |
Edmond LandonChief Legal Officer
|
Tax withholdingSeries A Common Stock | 22,340 | $14.38 | $321,249.20 |
DisclosureSEC source: 0001470831-26-000461 · wk-form4_1779149764.xml · nonDerivative · entry 1 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 561,784 F1 · kind: Represents shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Consists of (i) 93,396 shares of Series A Common Stock; (ii) 338,518 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement; and (iii) 129,870 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| May 15, 2026 Filed May 19, 2026 00:11 UTC |
Galvin CarmelChief People Officer
|
Tax withholdingSeries A Common Stock | 30,541 | $14.38 | $439,179.58 |
DisclosureSEC source: 0001470831-26-000457 · wk-form4_1779149513.xml · nonDerivative · entry 1 Galvin Carmel · CIK 0001733091 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 937,999 F1 · kind: Represents shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Consists of (i) 163,109 shares of Series A Common Stock; (ii) 612,553 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement; and (iii) 162,337 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| May 15, 2026 Filed May 19, 2026 00:14 UTC |
Fernandez Gomez LucianoDirector · Co-Chief Executive Officer
|
Tax withholdingSeries A Common Stock | 22,132 | $14.38 | $318,258.16 |
DisclosureSEC source: 0001470831-26-000459 · wk-form4_1779149670.xml · nonDerivative · entry 1 Fernandez Gomez Luciano · CIK 0001730978 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,325,451 F1 · kind: Represents shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Consists of (i) 214,892 shares of Series A Common Stock; (ii) 917,321 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement; and (iii) 1,193,238 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| May 15, 2026 Filed May 19, 2026 00:08 UTC |
Whalen AmandaChief Financial Officer
|
ConversionSeries B Common Stock · Derivative | 13,527 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000455 · wk-form4_1779149319.xml · derivative · entry 6 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 269,585 Underlying: Series A Common Stock · 13,527 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. F2 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F4 · kind: Represents 13,527 shares of Series B Common Stock automatically converted into shares of Series A Common Stock in connection with tax withholding obligations related to the vesting and settlement of restricted stock units ("RSUs"). F2 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F7 · balance_after: Consists of 269,585 shares of Series B Common Stock. Read SEC document |
| May 15, 2026 Filed May 19, 2026 00:08 UTC |
Whalen AmandaChief Financial Officer
|
Tax withholdingSeries A Common Stock | 42,476 | $14.38 | $610,804.88 |
DisclosureSEC source: 0001470831-26-000455 · wk-form4_1779149319.xml · nonDerivative · entry 4 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 866,192 F5 · kind: Represents shares of Series A Common Stock withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of RSUs. F6 · balance_after: Consists of (i) 87,302 shares of Series A Common Stock; (ii) 551,618 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement; and (iii) 227,272 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.