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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
November 17, 2025 Filed Nov 18, 2025 21:12 UTC SaleSeries A Common Stock 7,104 $27.39 $194,578.56
Disclosure

SEC source: 0001470831-25-000338 · wk-form4_1763500355.xml · nonDerivative · entry 4

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 441,398

F4 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 22, 2024.

F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $26.96 to $27.86 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.

F6 · balance_after: Consists of (i) 157,599 shares of Series A Common Stock and (ii) 283,799 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
November 17, 2025 Filed Nov 18, 2025 21:12 UTC ConversionSeries A Common Stock 28,457 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-25-000338 · wk-form4_1763500355.xml · nonDerivative · entry 3

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 448,502

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 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
November 15, 2025 Filed Nov 18, 2025 21:10 UTC
Edmond LandonChief Legal Officer
ConversionSeries B Common Stock · Derivative 11,426 $0.00 $0.00
Disclosure

SEC source: 0001470831-25-000337 · wk-form4_1763500254.xml · derivative · entry 4

Edmond Landon · CIK 0001991399 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,574

Underlying: Series A Common Stock · 11,426 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 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: Represents 11,426 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 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 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
November 15, 2025 Filed Nov 18, 2025 21:10 UTC
Edmond LandonChief Legal Officer
Tax withholdingSeries A Common Stock 24,218 $28.61 $692,876.98
Disclosure

SEC source: 0001470831-25-000337 · wk-form4_1763500254.xml · nonDerivative · entry 2

Edmond Landon · CIK 0001991399 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 379,792

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.

Read SEC document
November 15, 2025 Filed Nov 18, 2025 21:10 UTC
Edmond LandonChief Legal Officer
ConversionSeries A Common Stock 11,426 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-25-000337 · wk-form4_1763500254.xml · nonDerivative · entry 1

Edmond Landon · CIK 0001991399 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 404,010

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 11,426 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 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
November 15, 2025 Filed Nov 18, 2025 21:08 UTC
Galvin CarmelChief People Officer
Tax withholdingSeries A Common Stock 24,817 $28.61 $710,014.37
Disclosure

SEC source: 0001470831-25-000333 · wk-form4_1763500107.xml · nonDerivative · entry 1

Galvin Carmel · CIK 0001733091 · Chief People Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 651,016

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").

Read SEC document
November 15, 2025 Filed Nov 18, 2025 21:09 UTC
Fernandez Gomez LucianoDirector · Interim Executive Officer
Tax withholdingSeries A Common Stock 43,533 $28.61 $1,245,479.13
Disclosure

SEC source: 0001470831-25-000334 · wk-form4_1763500190.xml · nonDerivative · entry 1

Fernandez Gomez Luciano · CIK 0001730978 · Director · Interim Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,852

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) 78,032 shares of Series A Common Stock and (ii) 5,820 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
November 15, 2025 Filed Nov 18, 2025 21:12 UTC ConversionSeries B Common Stock · Derivative 22,855 $0.00 $0.00
Disclosure

SEC source: 0001470831-25-000338 · wk-form4_1763500355.xml · derivative · entry 5

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 387,641

Underlying: Series A Common Stock · 22,855 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 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: Represents 22,855 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 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 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
November 15, 2025 Filed Nov 18, 2025 21:12 UTC Tax withholdingSeries A Common Stock 34,326 $28.61 $982,066.86
Disclosure

SEC source: 0001470831-25-000338 · wk-form4_1763500355.xml · nonDerivative · entry 2

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 420,045

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.

Read SEC document
November 15, 2025 Filed Nov 18, 2025 21:12 UTC ConversionSeries A Common Stock 22,855 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-25-000338 · wk-form4_1763500355.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 454,371

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 22,855 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 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
November 15, 2025 Filed Nov 18, 2025 21:07 UTC
Whalen AmandaChief Financial Officer
ConversionSeries B Common Stock · Derivative 29,513 $0.00 $0.00
Disclosure

SEC source: 0001470831-25-000332 · wk-form4_1763500027.xml · derivative · entry 7

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 348,963

Underlying: Series A Common Stock · 29,513 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.

F5 · kind: Represents 29,513 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.

F8 · balance_after: Consists of (i) 239,588 shares of Series B Common Stock and (ii) 109,375 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
November 15, 2025 Filed Nov 18, 2025 21:07 UTC
Whalen AmandaChief Financial Officer
Tax withholdingSeries A Common Stock 45,058 $28.61 $1,289,109.38
Disclosure

SEC source: 0001470831-25-000332 · wk-form4_1763500027.xml · nonDerivative · entry 5

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 466,174

F6 · 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.

F7 · balance_after: Consists of (i) 66,642 shares of Series A Common Stock and (ii) 399,532 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
November 15, 2025 Filed Nov 18, 2025 21:07 UTC
Whalen AmandaChief Financial Officer
ConversionSeries A Common Stock 29,513 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-25-000332 · wk-form4_1763500027.xml · nonDerivative · entry 4

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 511,232

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 · kind: Represents 29,513 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.

Read SEC document
November 14, 2025 Filed Nov 14, 2025 22:00 UTC
SHOPIFY INC.10% owner
OtherSeries B Common Stock · Derivative 344,381 $0.01 $3,443.81
Disclosure

SEC source: 0001193125-25-283256 · 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: 16,284,344

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
November 14, 2025 Filed Nov 14, 2025 22:00 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: 0001193125-25-283256 · 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: 2,410,676

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
November 14, 2025 Filed Nov 18, 2025 21:07 UTC
Whalen AmandaChief Financial Officer
ConversionSeries B Common Stock · Derivative 15,000 $0.00 $0.00
Disclosure

SEC source: 0001470831-25-000332 · wk-form4_1763500027.xml · derivative · entry 6

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 378,476

Underlying: Series A Common Stock · 15,000 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 16, 2024.

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
November 14, 2025 Filed Nov 18, 2025 21:07 UTC
Whalen AmandaChief Financial Officer
SaleSeries A Common Stock 300 $27.89 $8,367.00
Disclosure

SEC source: 0001470831-25-000332 · wk-form4_1763500027.xml · nonDerivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 481,719

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 16, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.805 to $27.95 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
November 14, 2025 Filed Nov 18, 2025 21:07 UTC
Whalen AmandaChief Financial Officer
SaleSeries A Common Stock 14,700 $28.61 $420,567.00
Disclosure

SEC source: 0001470831-25-000332 · wk-form4_1763500027.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 482,019

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 16, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.96 to $28.95 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
November 14, 2025 Filed Nov 18, 2025 21:07 UTC
Whalen AmandaChief Financial Officer
ConversionSeries A Common Stock 15,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-25-000332 · wk-form4_1763500027.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 496,719

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 16, 2024.

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
November 11, 2025 Filed Nov 13, 2025 00:51 UTC
Hallen EdDirector · 10% owner
SaleSeries A Common Stock 2,266 $30.00 $67,980.00
Disclosure

SEC source: 0001470831-25-000310 · wk-form4_1762995098.xml · nonDerivative · entry 5

Hallen Ed · CIK 0001991125 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Hodgkins LLC

Disclosed balance after: 608,518

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, 2025.

F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.00 to $30.01 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.

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November 11, 2025 Filed Nov 13, 2025 00:51 UTC
Hallen EdDirector · 10% owner
SaleSeries A Common Stock 545 $30.00 $16,350.00
Disclosure

SEC source: 0001470831-25-000310 · wk-form4_1762995098.xml · nonDerivative · entry 4

Hallen Ed · CIK 0001991125 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Hodgkins Trust

Disclosed balance after: 168,659

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, 2025.

F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.00 to $30.02 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
November 11, 2025 Filed Nov 13, 2025 21:24 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
ConversionSeries B Common Stock · Derivative 140,464 $0.00 $0.00
Disclosure

SEC source: 0001470831-25-000313 · wk-form4_1763069095.xml · derivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 73,992,942

Underlying: Series A Common Stock · 140,464 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
November 11, 2025 Filed Nov 13, 2025 21:24 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
SaleSeries A Common Stock 140,464 $29.74 $4,177,399.36
Disclosure

SEC source: 0001470831-25-000313 · wk-form4_1763069095.xml · nonDerivative · entry 2

Bialecki Andrew · CIK 0001991099 · Director · 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 $29.21 to $30.01 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
November 11, 2025 Filed Nov 13, 2025 21:24 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
ConversionSeries A Common Stock 140,464 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-25-000313 · wk-form4_1763069095.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 140,464

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
November 10, 2025 Filed Nov 13, 2025 00:51 UTC
Hallen EdDirector · 10% owner
GiftSeries A Common Stock 40,512 $0.00 $0.00
Disclosure

SEC source: 0001470831-25-000310 · wk-form4_1762995098.xml · nonDerivative · entry 3

Hallen Ed · CIK 0001991125 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Hodgkins LLC

Disclosed balance after: 610,784

F6 · kind: Represents a bona fide gift of 40,512 shares of stock from the Reporting Person to a donor-advised fund pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2025.

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
November 10, 2025 Filed Nov 13, 2025 00:51 UTC
Hallen EdDirector · 10% owner
SaleSeries A Common Stock 50,920 $30.04 $1,529,636.80
Disclosure

SEC source: 0001470831-25-000310 · wk-form4_1762995098.xml · nonDerivative · entry 2

Hallen Ed · CIK 0001991125 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Hodgkins LLC

Disclosed balance after: 651,296

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, 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 $30.00 to $30.575 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
November 10, 2025 Filed Nov 13, 2025 00:51 UTC
Hallen EdDirector · 10% owner
SaleSeries A Common Stock 8,572 $30.05 $257,588.60
Disclosure

SEC source: 0001470831-25-000310 · wk-form4_1762995098.xml · nonDerivative · entry 1

Hallen Ed · CIK 0001991125 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By Hodgkins Trust

Disclosed balance after: 169,204

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, 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 $30.00 to $30.56 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
October 15, 2025 Filed Oct 16, 2025 20:11 UTC SaleSeries A Common Stock 7,105 $24.35 $173,006.75
Disclosure

SEC source: 0001470831-25-000262 · wk-form4_1760645504.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 431,516

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 22, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.87 to $24.85 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) 121,965 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 309,551 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
October 14, 2025 Filed Oct 16, 2025 20:09 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
ConversionSeries B Common Stock · Derivative 163,331 $0.00 $0.00
Disclosure

SEC source: 0001470831-25-000260 · wk-form4_1760645384.xml · derivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 74,133,406

Underlying: Series A Common Stock · 163,331 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
October 14, 2025 Filed Oct 16, 2025 20:09 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
SaleSeries A Common Stock 163,331 $24.37 $3,980,376.47
Disclosure

SEC source: 0001470831-25-000260 · wk-form4_1760645384.xml · nonDerivative · entry 2

Bialecki Andrew · CIK 0001991099 · Director · 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 $23.67 to $24.655 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
October 14, 2025 Filed Oct 16, 2025 20:09 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
ConversionSeries A Common Stock 163,331 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-25-000260 · wk-form4_1760645384.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 163,331

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
October 10, 2025 Filed Oct 10, 2025 21:36 UTC
Whalen AmandaChief Financial Officer
ConversionSeries B Common Stock · Derivative 15,000 $0.00 $0.00
Disclosure

SEC source: 0001470831-25-000254 · wk-form4_1760132172.xml · derivative · entry 4

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 393,476

Underlying: Series A Common Stock · 15,000 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 16, 2024.

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.

F6 · balance_after: Consists of (i) 209,101 shares of Series B Common Stock and (ii) 184,375 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
October 10, 2025 Filed Oct 10, 2025 21:36 UTC
Whalen AmandaChief Financial Officer
SaleSeries A Common Stock 5,192 $24.45 $126,944.40
Disclosure

SEC source: 0001470831-25-000254 · wk-form4_1760132172.xml · nonDerivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 481,719

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 16, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.25 to $24.73 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.

F5 · balance_after: Consists of (i) 42,687 shares of Series A Common Stock and (ii) 439,032 unvested 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 Series A Common Stock upon vesting and settlement.

Read SEC document
October 10, 2025 Filed Oct 10, 2025 21:36 UTC
Whalen AmandaChief Financial Officer
SaleSeries A Common Stock 9,808 $25.33 $248,436.64
Disclosure

SEC source: 0001470831-25-000254 · wk-form4_1760132172.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 486,911

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 16, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.93 to $25.85 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
October 10, 2025 Filed Oct 10, 2025 21:36 UTC
Whalen AmandaChief Financial Officer
ConversionSeries A Common Stock 15,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-25-000254 · wk-form4_1760132172.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 496,719

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 16, 2024.

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
October 07, 2025 Filed Oct 9, 2025 20:01 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
ConversionSeries B Common Stock · Derivative 159,508 $0.00 $0.00
Disclosure

SEC source: 0001991099-25-000003 · wk-form4_1760040098.xml · derivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 74,296,737

Underlying: Series A Common Stock · 159,508 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
October 07, 2025 Filed Oct 9, 2025 20:01 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
SaleSeries A Common Stock 14,618 $25.07 $366,473.26
Disclosure

SEC source: 0001991099-25-000003 · wk-form4_1760040098.xml · nonDerivative · entry 3

Bialecki Andrew · CIK 0001991099 · Director · 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 $24.95 to $25.13 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
October 07, 2025 Filed Oct 9, 2025 20:01 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
SaleSeries A Common Stock 144,890 $25.32 $3,668,614.80
Disclosure

SEC source: 0001991099-25-000003 · wk-form4_1760040098.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,618

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 $25.135 to $26.13 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
October 07, 2025 Filed Oct 9, 2025 20:01 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
ConversionSeries A Common Stock 159,508 Not disclosed Not disclosed
Disclosure

SEC source: 0001991099-25-000003 · wk-form4_1760040098.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 159,508

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
September 30, 2025 Filed Oct 2, 2025 20:06 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
ConversionSeries B Common Stock · Derivative 137,224 $0.00 $0.00
Disclosure

SEC source: 0001470831-25-000245 · wk-form4_1759435586.xml · derivative · entry 7

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 74,456,245

Underlying: Series A Common Stock · 137,224 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
September 30, 2025 Filed Oct 2, 2025 20:06 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
SaleSeries A Common Stock 28,811 $27.70 $798,064.70
Disclosure

SEC source: 0001470831-25-000245 · wk-form4_1759435586.xml · nonDerivative · entry 6

Bialecki Andrew · CIK 0001991099 · Director · 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.

F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.68 to $27.75 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
September 30, 2025 Filed Oct 2, 2025 20:06 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
SaleSeries A Common Stock 39,733 $28.22 $1,121,265.26
Disclosure

SEC source: 0001470831-25-000245 · wk-form4_1759435586.xml · nonDerivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,811

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.

F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.77 to $28.76 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
September 30, 2025 Filed Oct 2, 2025 20:06 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
SaleSeries A Common Stock 44,672 $29.03 $1,296,828.16
Disclosure

SEC source: 0001470831-25-000245 · wk-form4_1759435586.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,544

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.

F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $28.77 to $29.76 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
September 30, 2025 Filed Oct 2, 2025 20:06 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
SaleSeries A Common Stock 6,048 $30.28 $183,133.44
Disclosure

SEC source: 0001470831-25-000245 · wk-form4_1759435586.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 113,216

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 $29.80 to $30.76 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
September 30, 2025 Filed Oct 2, 2025 20:06 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
SaleSeries A Common Stock 17,960 $31.24 $561,070.40
Disclosure

SEC source: 0001470831-25-000245 · wk-form4_1759435586.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 119,264

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 $30.82 to $31.77 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.

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September 30, 2025 Filed Oct 2, 2025 20:06 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
ConversionSeries A Common Stock 137,224 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-25-000245 · wk-form4_1759435586.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 137,224

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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September 23, 2025 Filed Sep 25, 2025 20:11 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
ConversionSeries B Common Stock · Derivative 211,358 $0.00 $0.00
Disclosure

SEC source: 0001470831-25-000229 · wk-form4_1758831072.xml · derivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 74,593,469

Underlying: Series A Common Stock · 211,358 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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September 23, 2025 Filed Sep 25, 2025 20:11 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
SaleSeries A Common Stock 29,805 $35.01 $1,043,473.05
Disclosure

SEC source: 0001470831-25-000229 · wk-form4_1758831072.xml · nonDerivative · entry 3

Bialecki Andrew · CIK 0001991099 · Director · 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 $35.00 to $35.02 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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September 23, 2025 Filed Sep 25, 2025 20:11 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
SaleSeries A Common Stock 181,553 $35.52 $6,448,762.56
Disclosure

SEC source: 0001470831-25-000229 · wk-form4_1758831072.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 29,805

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 $35.025 to $36.02 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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September 23, 2025 Filed Sep 25, 2025 20:11 UTC
Bialecki AndrewDirector · Chief Executive Officer · 10% owner
ConversionSeries A Common Stock 211,358 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-25-000229 · wk-form4_1758831072.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 211,358

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