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KVYO

Klaviyo, Inc.

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3775
SEC CIK
0001835830
Parsed reports
243

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
MonthPurchasesSales
Nov 2025014
Dec 2025020
Jan 2026013
Feb 202614
Mar 2026012
Apr 202605
May 202606
Jun 202601
Jul 202601
Aug 202606
Sep 202603
Oct 202602

Latest available

Insider transactions

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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
May 15, 2026 Filed May 19, 2026 00:08 UTC
Whalen AmandaChief Financial Officer
ConversionSeries A Common Stock 13,527 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-26-000455 · wk-form4_1779149319.xml · nonDerivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 908,668

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.

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 · 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.

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May 14, 2026 Filed May 19, 2026 00:08 UTC
Whalen AmandaChief Financial Officer
ConversionSeries B Common Stock · Derivative 14,000 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000455 · wk-form4_1779149319.xml · derivative · entry 5

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 283,112

Underlying: Series A Common Stock · 14,000 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 August 21, 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 14, 2026 Filed May 19, 2026 00:08 UTC
Whalen AmandaChief Financial Officer
SaleSeries A Common Stock 14,000 $14.26 $199,640.00
Disclosure

SEC source: 0001470831-26-000455 · wk-form4_1779149319.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 895,141

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.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $13.88 to $14.45 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 14, 2026 Filed May 19, 2026 00:08 UTC
Whalen AmandaChief Financial Officer
ConversionSeries A Common Stock 14,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-26-000455 · wk-form4_1779149319.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 909,141

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 August 21, 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 12, 2026 Filed May 15, 2026 00:06 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries B Common Stock · Derivative 200,000 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000440 · wk-form4_1778803561.xml · derivative · entry 4

Bialecki Andrew · CIK 0001991099 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 67,144,118

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 12, 2026 Filed May 15, 2026 00:06 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
SaleSeries A Common Stock 141,316 $14.46 $2,043,429.36
Disclosure

SEC source: 0001470831-26-000440 · wk-form4_1778803561.xml · nonDerivative · entry 3

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.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $14.30 to $14.73 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 12, 2026 Filed May 15, 2026 00:06 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
SaleSeries A Common Stock 58,684 $14.97 $878,499.48
Disclosure

SEC source: 0001470831-26-000440 · wk-form4_1778803561.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: 141,316

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 $14.74 to $15.73 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 12, 2026 Filed May 15, 2026 00:06 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries A Common Stock 200,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-26-000440 · wk-form4_1778803561.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
April 28, 2026 Filed Apr 29, 2026 20:30 UTC
SHOPIFY INC.10% owner
OtherSeries B Common Stock · Derivative 344,381 $0.01 $3,443.81
Disclosure

SEC source: 0001193125-26-191903 · 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: 16,973,108

Underlying: Series A Common Stock · 344,381 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
April 28, 2026 Filed Apr 29, 2026 20:30 UTC
SHOPIFY INC.10% owner
OtherWarrants to Purchase Series B Common Stock (Right to Buy) · Derivative 344,381 $0.00 Strike: $0.01 $0.00
Disclosure

SEC source: 0001193125-26-191903 · 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: 1,721,912

Underlying: Series B Common Stock · 344,381 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
April 20, 2026 Filed Apr 23, 2026 00:01 UTC
Edmond LandonChief Legal Officer
SaleSeries A Common Stock 9,623 $20.00 $192,460.00
Disclosure

SEC source: 0001470831-26-000400 · wk-form4_1776902476.xml · nonDerivative · entry 1

Edmond Landon · CIK 0001991399 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 584,124

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 · balance_after: Consists of (i) 74,332 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), (ii) 379,922 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
April 16, 2026 Filed Apr 18, 2026 00:10 UTC
Whalen AmandaChief Financial Officer
ConversionSeries B Common Stock · Derivative 4,293 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000380 · wk-form4_1776471055.xml · derivative · entry 5

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 297,112

Underlying: Series A Common Stock · 4,293 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.

F5 · 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, 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: 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.

F5 · 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, 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.

F5 · 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, 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.

F8 · balance_after: Consists of (i) 262,737 shares of Series B Common Stock and (ii) 34,375 unvested RSUs awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement.

Read SEC document
April 16, 2026 Filed Apr 18, 2026 00:10 UTC
Whalen AmandaChief Financial Officer
SaleSeries A Common Stock 14,000 $18.54 $259,560.00
Disclosure

SEC source: 0001470831-26-000380 · wk-form4_1776471055.xml · nonDerivative · entry 4

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 895,141

F4 · 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.

F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $18.34 to $18.98 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.

F7 · balance_after: Consists of (i) 42,687 shares of Series A Common Stock; (ii) 625,182 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 (iii) 227,272 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
April 16, 2026 Filed Apr 18, 2026 00:10 UTC
Whalen AmandaChief Financial Officer
ConversionSeries A Common Stock 4,293 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-26-000380 · wk-form4_1776471055.xml · nonDerivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 909,141

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.

F4 · 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.

F5 · 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, 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
April 15, 2026 Filed Apr 18, 2026 00:14 UTC
Edmond LandonChief Legal Officer
GrantSeries A Common Stock 129,870 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000384 · wk-form4_1776471278.xml · nonDerivative · entry 2

Edmond Landon · CIK 0001991399 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 593,747

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-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) 83,955 shares of Series A Common Stock; (ii) 379,922 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 (iii) 129,870 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
April 15, 2026 Filed Apr 18, 2026 00:14 UTC
Edmond LandonChief Legal Officer
GrantSeries A Common Stock 151,515 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000384 · wk-form4_1776471278.xml · nonDerivative · entry 1

Edmond Landon · CIK 0001991399 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 463,877

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 as follows: (i) 50% of the RSUs will vest in eight equal quarterly installments, with the first such installment vesting on May 15, 2026, and (ii) thereafter the remaining 50% of the RSUs will vest in four equal quarterly installments, subject to the Reporting Person's continued service on each such vesting date.

Read SEC document
April 15, 2026 Filed Apr 18, 2026 00:13 UTC
Galvin CarmelChief People Officer
GrantSeries A Common Stock 162,337 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000382 · wk-form4_1776471189.xml · nonDerivative · entry 2

Galvin Carmel · CIK 0001733091 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 968,540

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-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) 130,487 shares of Series A Common Stock; (ii) 675,716 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 (iii) 162,337 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
April 15, 2026 Filed Apr 18, 2026 00:13 UTC
Galvin CarmelChief People Officer
GrantSeries A Common Stock 189,393 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000382 · wk-form4_1776471189.xml · nonDerivative · entry 1

Galvin Carmel · CIK 0001733091 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 806,203

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 as follows: (i) 50% of the RSUs will vest in eight equal quarterly installments, with the first such installment vesting on May 15, 2026, and (ii) thereafter the remaining 50% of the RSUs will vest in four equal quarterly installments, subject to the Reporting Person's continued service on each such vesting date.

Read SEC document
April 15, 2026 Filed Apr 18, 2026 00:10 UTC
Whalen AmandaChief Financial Officer
GrantSeries A Common Stock 227,272 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000380 · wk-form4_1776471055.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 904,848

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-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.

Read SEC document
April 15, 2026 Filed Apr 18, 2026 00:10 UTC
Whalen AmandaChief Financial Officer
GrantSeries A Common Stock 265,151 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000380 · wk-form4_1776471055.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 677,576

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 as follows: (i) 50% of the RSUs will vest in eight equal quarterly installments, with the first such installment vesting on May 15, 2026, and (ii) thereafter the remaining 50% of the RSUs will vest in four equal quarterly installments, subject to the Reporting Person's continued service on each such vesting date.

Read SEC document
April 14, 2026 Filed Apr 17, 2026 00:04 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries B Common Stock · Derivative 200,000 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000375 · wk-form4_1776384250.xml · derivative · entry 4

Bialecki Andrew · CIK 0001991099 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 67,344,118

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
April 14, 2026 Filed Apr 17, 2026 00:04 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
SaleSeries A Common Stock 90,858 $16.94 $1,539,134.52
Disclosure

SEC source: 0001470831-26-000375 · wk-form4_1776384250.xml · nonDerivative · entry 3

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.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $16.85 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.

Read SEC document
April 14, 2026 Filed Apr 17, 2026 00:04 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
SaleSeries A Common Stock 109,142 $17.39 $1,897,979.38
Disclosure

SEC source: 0001470831-26-000375 · wk-form4_1776384250.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: 90,858

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 $17.035 to $18.03 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.

Read SEC document
April 14, 2026 Filed Apr 17, 2026 00:04 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries A Common Stock 200,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-26-000375 · wk-form4_1776384250.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
April 07, 2026 Filed Apr 10, 2026 00:04 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries B Common Stock · Derivative 200,000 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000355 · wk-form4_1775779441.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: 67,544,118

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
April 07, 2026 Filed Apr 10, 2026 00:04 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
SaleSeries A Common Stock 200,000 $18.63 $3,726,000.00
Disclosure

SEC source: 0001470831-26-000355 · wk-form4_1775779441.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 $18.31 to $18.94 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
April 07, 2026 Filed Apr 10, 2026 00:04 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries A Common Stock 200,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-26-000355 · wk-form4_1775779441.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
March 31, 2026 Filed Apr 3, 2026 00:04 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries B Common Stock · Derivative 200,000 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000342 · wk-form4_1775174663.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: 67,744,118

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
March 31, 2026 Filed Apr 3, 2026 00:04 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
SaleSeries A Common Stock 200,000 $19.42 $3,884,000.00
Disclosure

SEC source: 0001470831-26-000342 · wk-form4_1775174663.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 $18.85 to $19.75 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
March 31, 2026 Filed Apr 3, 2026 00:04 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries A Common Stock 200,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-26-000342 · wk-form4_1775174663.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
March 24, 2026 Filed Mar 27, 2026 00:01 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries B Common Stock · Derivative 200,000 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000318 · wk-form4_1774569691.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: 67,944,118

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
March 24, 2026 Filed Mar 27, 2026 00:01 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
SaleSeries A Common Stock 200,000 $18.17 $3,634,000.00
Disclosure

SEC source: 0001470831-26-000318 · wk-form4_1774569691.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 $17.77 to $18.65 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
March 24, 2026 Filed Mar 27, 2026 00:01 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries A Common Stock 200,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-26-000318 · wk-form4_1774569691.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
March 17, 2026 Filed Mar 19, 2026 23:59 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries B Common Stock · Derivative 200,000 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000299 · wk-form4_1773964773.xml · derivative · entry 4

Bialecki Andrew · CIK 0001991099 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,144,118

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
March 17, 2026 Filed Mar 19, 2026 23:59 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
SaleSeries A Common Stock 102,621 $19.15 $1,965,192.15
Disclosure

SEC source: 0001470831-26-000299 · wk-form4_1773964773.xml · nonDerivative · entry 3

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.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $19.10 to $19.32 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
March 17, 2026 Filed Mar 19, 2026 23:59 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
SaleSeries A Common Stock 97,379 $19.60 $1,908,628.40
Disclosure

SEC source: 0001470831-26-000299 · wk-form4_1773964773.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: 102,621

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 $19.33 to $20.32 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
March 17, 2026 Filed Mar 19, 2026 23:59 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries A Common Stock 200,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-26-000299 · wk-form4_1773964773.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
March 12, 2026 Filed Mar 13, 2026 23:58 UTC
Edmond LandonChief Legal Officer
SaleSeries A Common Stock 14,366 $20.15 $289,474.90
Disclosure

SEC source: 0001470831-26-000272 · wk-form4_1773446333.xml · nonDerivative · entry 1

Edmond Landon · CIK 0001991399 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 312,362

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 $20.45 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) 83,955 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 228,407 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
March 12, 2026 Filed Mar 13, 2026 23:57 UTC
Whalen AmandaChief Financial Officer
SaleSeries A Common Stock 5,077 $19.34 $98,189.18
Disclosure

SEC source: 0001470831-26-000270 · wk-form4_1773446269.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 412,425

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.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $19.27 to $19.38 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 · balance_after: Consists of (i) 52,394 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 360,031 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
March 12, 2026 Filed Mar 13, 2026 23:57 UTC
Whalen AmandaChief Financial Officer
SaleSeries A Common Stock 8,923 $19.72 $175,961.56
Disclosure

SEC source: 0001470831-26-000270 · wk-form4_1773446269.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 417,502

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 $19.385 to $20.38 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
March 10, 2026 Filed Mar 13, 2026 01:47 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries B Common Stock · Derivative 206,827 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000262 · wk-form4_1773366442.xml · derivative · entry 4

Bialecki Andrew · CIK 0001991099 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,344,118

Underlying: Series A Common Stock · 206,827 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
March 10, 2026 Filed Mar 13, 2026 01:47 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
SaleSeries A Common Stock 700 $19.34 $13,538.00
Disclosure

SEC source: 0001470831-26-000262 · wk-form4_1773366442.xml · nonDerivative · entry 3

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.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $19.28 to $19.37 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.

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March 10, 2026 Filed Mar 13, 2026 01:47 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
SaleSeries A Common Stock 206,127 $19.96 $4,114,294.92
Disclosure

SEC source: 0001470831-26-000262 · wk-form4_1773366442.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: 700

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 $19.375 to $20.37 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.

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March 10, 2026 Filed Mar 13, 2026 01:47 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries A Common Stock 206,827 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-26-000262 · wk-form4_1773366442.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: 206,827

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.

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March 05, 2026 Filed Mar 6, 2026 02:34 UTC
Edmond LandonChief Legal Officer
SaleSeries A Common Stock 15,093 $20.16 $304,274.88
Disclosure

SEC source: 0001470831-26-000249 · wk-form4_1772764470.xml · nonDerivative · entry 1

Edmond Landon · CIK 0001991399 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 326,728

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 $20.63 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 · balance_after: Consists of (i) 98,321 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 228,407 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.

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March 03, 2026 Filed Mar 6, 2026 02:32 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries B Common Stock · Derivative 200,000 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000247 · wk-form4_1772764346.xml · derivative · entry 4

Bialecki Andrew · CIK 0001991099 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,550,945

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.

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March 03, 2026 Filed Mar 6, 2026 02:32 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
SaleSeries A Common Stock 45,978 $17.90 $823,006.20
Disclosure

SEC source: 0001470831-26-000247 · wk-form4_1772764346.xml · nonDerivative · entry 3

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.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.52 to $18.21 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.

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March 03, 2026 Filed Mar 6, 2026 02:32 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
SaleSeries A Common Stock 154,022 $18.86 $2,904,854.92
Disclosure

SEC source: 0001470831-26-000247 · wk-form4_1772764346.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: 45,978

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 $18.22 to $19.21 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.

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March 03, 2026 Filed Mar 6, 2026 02:32 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries A Common Stock 200,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-26-000247 · wk-form4_1772764346.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.

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February 24, 2026 Filed Feb 27, 2026 02:30 UTC
Bialecki AndrewDirector · Co-Chief Executive Officer · 10% owner
ConversionSeries B Common Stock · Derivative 200,000 $0.00 $0.00
Disclosure

SEC source: 0001470831-26-000222 · wk-form4_1772159407.xml · derivative · entry 4

Bialecki Andrew · CIK 0001991099 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,750,945

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.

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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.