Tapewire

Nasdaq · USD

NAVN

Navan, Inc.

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Tapewire entity
3707
SEC CIK
0001639723
Parsed reports
97

Last 12 months

Inside the activity.

50 purchase rows · 47 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 2025330
Jan 2026164
Feb 202600
Mar 202614
Apr 202600
May 202601
Jun 2026027
Jul 202604
Aug 202604
Sep 202603
Oct 202600

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
October 31, 2025 Filed Nov 4, 2025 00:31 UTC
ZEEV ORENDirector · 10% owner
ConversionClass A Common Stock 836,401 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-263063 · ownership.xml · nonDerivative · entry 9

ZEEV OREN · CIK 0001259603 · Director · 10% owner

ZEEV OPPORTUNITY FUND I, L.P. · CIK 0001861359 · 10% owner

ZEEV VENTURES II, L.P. · CIK 0001648710 · 10% owner

ZEEV VENTURES II-A, L.P. · CIK 0001665418 · 10% owner

ZEEV VENTURES III, L.P. · CIK 0001709195 · 10% owner

Zeev Ventures IV, L.P. · CIK 0001742455 · 10% owner

ZEEV VENTURES V, L.P. · CIK 0001776719 · 10% owner

ZEEV VENTURES VI, L.P. · CIK 0001796803 · 10% owner

ZEEV VENTURES VII, L.P. · CIK 0001832367 · 10% owner

ZEEV VENTURES VIII, L.P. · CIK 0001878390 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Zeev Ventures VII, L.P.

Disclosed balance after: 1,124,268

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

F1 · price: Each share of Series A Preferred Stock, Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock, Series G-1 Preferred Stock, and Series Seed Preferred Stock (collectively, the "Preferred Stock") converted automatically upon closing of the Issuer's initial public offering into Class A common stock of the Issuer (the "Class A Common Stock") on a ratio dependent on the public offering price of the Class A Common Stock in the Issuer's initial public offering without payment of consideration and had no expiration date.

F2 · ownership.nature: Oren Zeev is the managing member of each of Zeev Opportunity Management I, L.L.C., Zeev Ventures Management II, L.L.C., Zeev Ventures Management II-A, L.L.C., Zeev Ventures Management III, L.L.C., Zeev Ventures Management IV, L.L.C., Zeev Ventures Management V, L.L.C., Zeev Ventures Management VI, L.L.C., Zeev Ventures Management VII, L.L.C., and Zeev Ventures Management VIII, L.L.C. (collectively, the "General Partners") and, as such, may be deemed to beneficially own the shares held by each of Zeev Opportunity Fund I, L.P., Zeev Ventures II, L.P., Zeev Ventures II-A, L.P., Zeev Ventures III, L.P., Zeev Ventures IV, L.P., Zeev Ventures V, L.P., Zeev Ventures VI, L.P., Zeev Ventures VII, L.P., and Zeev Ventures VIII, L.P. (collectively, the "Funds"). Oren Zeev has voting and dispositive power over the shares held by the Funds. Each of Oren Zeev and the General Partners disclaims beneficial ownership except to the extent of their pecuniary interest therein, if any.

F11 · ownership.nature: Shares held directly by Zeev Ventures VII, L.P. Zeev Ventures Management VII, L.L.C. is the general partner of Zeev Ventures VII, L.P. and, as such, may be deemed to beneficially own the shares held by Zeev Ventures VII, L.P.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 00:31 UTC
ZEEV ORENDirector · 10% owner
ConversionClass A Common Stock 382,900 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-263063 · ownership.xml · nonDerivative · entry 8

ZEEV OREN · CIK 0001259603 · Director · 10% owner

ZEEV OPPORTUNITY FUND I, L.P. · CIK 0001861359 · 10% owner

ZEEV VENTURES II, L.P. · CIK 0001648710 · 10% owner

ZEEV VENTURES II-A, L.P. · CIK 0001665418 · 10% owner

ZEEV VENTURES III, L.P. · CIK 0001709195 · 10% owner

Zeev Ventures IV, L.P. · CIK 0001742455 · 10% owner

ZEEV VENTURES V, L.P. · CIK 0001776719 · 10% owner

ZEEV VENTURES VI, L.P. · CIK 0001796803 · 10% owner

ZEEV VENTURES VII, L.P. · CIK 0001832367 · 10% owner

ZEEV VENTURES VIII, L.P. · CIK 0001878390 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Zeev Ventures VI, L.P.

Disclosed balance after: 382,900

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

F1 · price: Each share of Series A Preferred Stock, Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock, Series G-1 Preferred Stock, and Series Seed Preferred Stock (collectively, the "Preferred Stock") converted automatically upon closing of the Issuer's initial public offering into Class A common stock of the Issuer (the "Class A Common Stock") on a ratio dependent on the public offering price of the Class A Common Stock in the Issuer's initial public offering without payment of consideration and had no expiration date.

F2 · ownership.nature: Oren Zeev is the managing member of each of Zeev Opportunity Management I, L.L.C., Zeev Ventures Management II, L.L.C., Zeev Ventures Management II-A, L.L.C., Zeev Ventures Management III, L.L.C., Zeev Ventures Management IV, L.L.C., Zeev Ventures Management V, L.L.C., Zeev Ventures Management VI, L.L.C., Zeev Ventures Management VII, L.L.C., and Zeev Ventures Management VIII, L.L.C. (collectively, the "General Partners") and, as such, may be deemed to beneficially own the shares held by each of Zeev Opportunity Fund I, L.P., Zeev Ventures II, L.P., Zeev Ventures II-A, L.P., Zeev Ventures III, L.P., Zeev Ventures IV, L.P., Zeev Ventures V, L.P., Zeev Ventures VI, L.P., Zeev Ventures VII, L.P., and Zeev Ventures VIII, L.P. (collectively, the "Funds"). Oren Zeev has voting and dispositive power over the shares held by the Funds. Each of Oren Zeev and the General Partners disclaims beneficial ownership except to the extent of their pecuniary interest therein, if any.

F10 · ownership.nature: Shares held directly by Zeev Ventures VI, L.P. Zeev Ventures Management VI, L.L.C. is the general partner of Zeev Ventures VI, L.P. and, as such, may be deemed to beneficially own the shares held by Zeev Ventures VI, L.P.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 00:31 UTC
ZEEV ORENDirector · 10% owner
ConversionClass A Common Stock 1,000,915 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-263063 · ownership.xml · nonDerivative · entry 7

ZEEV OREN · CIK 0001259603 · Director · 10% owner

ZEEV OPPORTUNITY FUND I, L.P. · CIK 0001861359 · 10% owner

ZEEV VENTURES II, L.P. · CIK 0001648710 · 10% owner

ZEEV VENTURES II-A, L.P. · CIK 0001665418 · 10% owner

ZEEV VENTURES III, L.P. · CIK 0001709195 · 10% owner

Zeev Ventures IV, L.P. · CIK 0001742455 · 10% owner

ZEEV VENTURES V, L.P. · CIK 0001776719 · 10% owner

ZEEV VENTURES VI, L.P. · CIK 0001796803 · 10% owner

ZEEV VENTURES VII, L.P. · CIK 0001832367 · 10% owner

ZEEV VENTURES VIII, L.P. · CIK 0001878390 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Zeev Ventures V, L.P.

Disclosed balance after: 1,000,915

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

F1 · price: Each share of Series A Preferred Stock, Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock, Series G-1 Preferred Stock, and Series Seed Preferred Stock (collectively, the "Preferred Stock") converted automatically upon closing of the Issuer's initial public offering into Class A common stock of the Issuer (the "Class A Common Stock") on a ratio dependent on the public offering price of the Class A Common Stock in the Issuer's initial public offering without payment of consideration and had no expiration date.

F2 · ownership.nature: Oren Zeev is the managing member of each of Zeev Opportunity Management I, L.L.C., Zeev Ventures Management II, L.L.C., Zeev Ventures Management II-A, L.L.C., Zeev Ventures Management III, L.L.C., Zeev Ventures Management IV, L.L.C., Zeev Ventures Management V, L.L.C., Zeev Ventures Management VI, L.L.C., Zeev Ventures Management VII, L.L.C., and Zeev Ventures Management VIII, L.L.C. (collectively, the "General Partners") and, as such, may be deemed to beneficially own the shares held by each of Zeev Opportunity Fund I, L.P., Zeev Ventures II, L.P., Zeev Ventures II-A, L.P., Zeev Ventures III, L.P., Zeev Ventures IV, L.P., Zeev Ventures V, L.P., Zeev Ventures VI, L.P., Zeev Ventures VII, L.P., and Zeev Ventures VIII, L.P. (collectively, the "Funds"). Oren Zeev has voting and dispositive power over the shares held by the Funds. Each of Oren Zeev and the General Partners disclaims beneficial ownership except to the extent of their pecuniary interest therein, if any.

F9 · ownership.nature: Shares held directly by Zeev Ventures V, L.P. Zeev Ventures Management V, L.L.C. is the general partner of Zeev Ventures V, L.P. and, as such, may be deemed to beneficially own the shares held by Zeev Ventures V, L.P.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 00:31 UTC
ZEEV ORENDirector · 10% owner
ConversionClass A Common Stock 1,974,957 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-263063 · ownership.xml · nonDerivative · entry 6

ZEEV OREN · CIK 0001259603 · Director · 10% owner

ZEEV OPPORTUNITY FUND I, L.P. · CIK 0001861359 · 10% owner

ZEEV VENTURES II, L.P. · CIK 0001648710 · 10% owner

ZEEV VENTURES II-A, L.P. · CIK 0001665418 · 10% owner

ZEEV VENTURES III, L.P. · CIK 0001709195 · 10% owner

Zeev Ventures IV, L.P. · CIK 0001742455 · 10% owner

ZEEV VENTURES V, L.P. · CIK 0001776719 · 10% owner

ZEEV VENTURES VI, L.P. · CIK 0001796803 · 10% owner

ZEEV VENTURES VII, L.P. · CIK 0001832367 · 10% owner

ZEEV VENTURES VIII, L.P. · CIK 0001878390 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Zeev Ventures IV, L.P.

Disclosed balance after: 1,974,957

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

F1 · price: Each share of Series A Preferred Stock, Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock, Series G-1 Preferred Stock, and Series Seed Preferred Stock (collectively, the "Preferred Stock") converted automatically upon closing of the Issuer's initial public offering into Class A common stock of the Issuer (the "Class A Common Stock") on a ratio dependent on the public offering price of the Class A Common Stock in the Issuer's initial public offering without payment of consideration and had no expiration date.

F2 · ownership.nature: Oren Zeev is the managing member of each of Zeev Opportunity Management I, L.L.C., Zeev Ventures Management II, L.L.C., Zeev Ventures Management II-A, L.L.C., Zeev Ventures Management III, L.L.C., Zeev Ventures Management IV, L.L.C., Zeev Ventures Management V, L.L.C., Zeev Ventures Management VI, L.L.C., Zeev Ventures Management VII, L.L.C., and Zeev Ventures Management VIII, L.L.C. (collectively, the "General Partners") and, as such, may be deemed to beneficially own the shares held by each of Zeev Opportunity Fund I, L.P., Zeev Ventures II, L.P., Zeev Ventures II-A, L.P., Zeev Ventures III, L.P., Zeev Ventures IV, L.P., Zeev Ventures V, L.P., Zeev Ventures VI, L.P., Zeev Ventures VII, L.P., and Zeev Ventures VIII, L.P. (collectively, the "Funds"). Oren Zeev has voting and dispositive power over the shares held by the Funds. Each of Oren Zeev and the General Partners disclaims beneficial ownership except to the extent of their pecuniary interest therein, if any.

F8 · ownership.nature: Shares held directly by Zeev Ventures IV, L.P. Zeev Ventures Management IV, L.L.C. is the general partner of Zeev Ventures IV, L.P. and, as such, may be deemed to beneficially own the shares held by Zeev Ventures IV, L.P.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 00:31 UTC
ZEEV ORENDirector · 10% owner
ConversionClass A Common Stock 9,114,792 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-263063 · ownership.xml · nonDerivative · entry 5

ZEEV OREN · CIK 0001259603 · Director · 10% owner

ZEEV OPPORTUNITY FUND I, L.P. · CIK 0001861359 · 10% owner

ZEEV VENTURES II, L.P. · CIK 0001648710 · 10% owner

ZEEV VENTURES II-A, L.P. · CIK 0001665418 · 10% owner

ZEEV VENTURES III, L.P. · CIK 0001709195 · 10% owner

Zeev Ventures IV, L.P. · CIK 0001742455 · 10% owner

ZEEV VENTURES V, L.P. · CIK 0001776719 · 10% owner

ZEEV VENTURES VI, L.P. · CIK 0001796803 · 10% owner

ZEEV VENTURES VII, L.P. · CIK 0001832367 · 10% owner

ZEEV VENTURES VIII, L.P. · CIK 0001878390 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Zeev Ventures III, L.P.

Disclosed balance after: 10,823,032

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

F1 · price: Each share of Series A Preferred Stock, Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock, Series G-1 Preferred Stock, and Series Seed Preferred Stock (collectively, the "Preferred Stock") converted automatically upon closing of the Issuer's initial public offering into Class A common stock of the Issuer (the "Class A Common Stock") on a ratio dependent on the public offering price of the Class A Common Stock in the Issuer's initial public offering without payment of consideration and had no expiration date.

F2 · ownership.nature: Oren Zeev is the managing member of each of Zeev Opportunity Management I, L.L.C., Zeev Ventures Management II, L.L.C., Zeev Ventures Management II-A, L.L.C., Zeev Ventures Management III, L.L.C., Zeev Ventures Management IV, L.L.C., Zeev Ventures Management V, L.L.C., Zeev Ventures Management VI, L.L.C., Zeev Ventures Management VII, L.L.C., and Zeev Ventures Management VIII, L.L.C. (collectively, the "General Partners") and, as such, may be deemed to beneficially own the shares held by each of Zeev Opportunity Fund I, L.P., Zeev Ventures II, L.P., Zeev Ventures II-A, L.P., Zeev Ventures III, L.P., Zeev Ventures IV, L.P., Zeev Ventures V, L.P., Zeev Ventures VI, L.P., Zeev Ventures VII, L.P., and Zeev Ventures VIII, L.P. (collectively, the "Funds"). Oren Zeev has voting and dispositive power over the shares held by the Funds. Each of Oren Zeev and the General Partners disclaims beneficial ownership except to the extent of their pecuniary interest therein, if any.

F7 · ownership.nature: Shares held directly by Zeev Ventures III, L.P. Zeev Ventures Management III, L.L.C. is the general partner of Zeev Ventures III, L.P. and, as such, may be deemed to beneficially own the shares held by Zeev Ventures III, L.P.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 00:31 UTC
ZEEV ORENDirector · 10% owner
ConversionClass A Common Stock 15,766,767 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-263063 · ownership.xml · nonDerivative · entry 4

ZEEV OREN · CIK 0001259603 · Director · 10% owner

ZEEV OPPORTUNITY FUND I, L.P. · CIK 0001861359 · 10% owner

ZEEV VENTURES II, L.P. · CIK 0001648710 · 10% owner

ZEEV VENTURES II-A, L.P. · CIK 0001665418 · 10% owner

ZEEV VENTURES III, L.P. · CIK 0001709195 · 10% owner

Zeev Ventures IV, L.P. · CIK 0001742455 · 10% owner

ZEEV VENTURES V, L.P. · CIK 0001776719 · 10% owner

ZEEV VENTURES VI, L.P. · CIK 0001796803 · 10% owner

ZEEV VENTURES VII, L.P. · CIK 0001832367 · 10% owner

ZEEV VENTURES VIII, L.P. · CIK 0001878390 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Zeev Ventures II-A, L.P.

Disclosed balance after: 15,766,767

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

F1 · price: Each share of Series A Preferred Stock, Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock, Series G-1 Preferred Stock, and Series Seed Preferred Stock (collectively, the "Preferred Stock") converted automatically upon closing of the Issuer's initial public offering into Class A common stock of the Issuer (the "Class A Common Stock") on a ratio dependent on the public offering price of the Class A Common Stock in the Issuer's initial public offering without payment of consideration and had no expiration date.

F2 · ownership.nature: Oren Zeev is the managing member of each of Zeev Opportunity Management I, L.L.C., Zeev Ventures Management II, L.L.C., Zeev Ventures Management II-A, L.L.C., Zeev Ventures Management III, L.L.C., Zeev Ventures Management IV, L.L.C., Zeev Ventures Management V, L.L.C., Zeev Ventures Management VI, L.L.C., Zeev Ventures Management VII, L.L.C., and Zeev Ventures Management VIII, L.L.C. (collectively, the "General Partners") and, as such, may be deemed to beneficially own the shares held by each of Zeev Opportunity Fund I, L.P., Zeev Ventures II, L.P., Zeev Ventures II-A, L.P., Zeev Ventures III, L.P., Zeev Ventures IV, L.P., Zeev Ventures V, L.P., Zeev Ventures VI, L.P., Zeev Ventures VII, L.P., and Zeev Ventures VIII, L.P. (collectively, the "Funds"). Oren Zeev has voting and dispositive power over the shares held by the Funds. Each of Oren Zeev and the General Partners disclaims beneficial ownership except to the extent of their pecuniary interest therein, if any.

F6 · ownership.nature: Shares held directly by Zeev Ventures II-A, L.P. Zeev Ventures Management II-A, L.L.C. is the general partner of Zeev Ventures II-A, L.P. and, as such, may be deemed to beneficially own the shares held by Zeev Ventures II-A, L.P.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 00:31 UTC
ZEEV ORENDirector · 10% owner
ConversionClass A Common Stock 4,529,493 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-263063 · ownership.xml · nonDerivative · entry 3

ZEEV OREN · CIK 0001259603 · Director · 10% owner

ZEEV OPPORTUNITY FUND I, L.P. · CIK 0001861359 · 10% owner

ZEEV VENTURES II, L.P. · CIK 0001648710 · 10% owner

ZEEV VENTURES II-A, L.P. · CIK 0001665418 · 10% owner

ZEEV VENTURES III, L.P. · CIK 0001709195 · 10% owner

Zeev Ventures IV, L.P. · CIK 0001742455 · 10% owner

ZEEV VENTURES V, L.P. · CIK 0001776719 · 10% owner

ZEEV VENTURES VI, L.P. · CIK 0001796803 · 10% owner

ZEEV VENTURES VII, L.P. · CIK 0001832367 · 10% owner

ZEEV VENTURES VIII, L.P. · CIK 0001878390 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Zeev Ventures II, L.P.

Disclosed balance after: 4,529,493

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

F1 · price: Each share of Series A Preferred Stock, Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock, Series G-1 Preferred Stock, and Series Seed Preferred Stock (collectively, the "Preferred Stock") converted automatically upon closing of the Issuer's initial public offering into Class A common stock of the Issuer (the "Class A Common Stock") on a ratio dependent on the public offering price of the Class A Common Stock in the Issuer's initial public offering without payment of consideration and had no expiration date.

F2 · ownership.nature: Oren Zeev is the managing member of each of Zeev Opportunity Management I, L.L.C., Zeev Ventures Management II, L.L.C., Zeev Ventures Management II-A, L.L.C., Zeev Ventures Management III, L.L.C., Zeev Ventures Management IV, L.L.C., Zeev Ventures Management V, L.L.C., Zeev Ventures Management VI, L.L.C., Zeev Ventures Management VII, L.L.C., and Zeev Ventures Management VIII, L.L.C. (collectively, the "General Partners") and, as such, may be deemed to beneficially own the shares held by each of Zeev Opportunity Fund I, L.P., Zeev Ventures II, L.P., Zeev Ventures II-A, L.P., Zeev Ventures III, L.P., Zeev Ventures IV, L.P., Zeev Ventures V, L.P., Zeev Ventures VI, L.P., Zeev Ventures VII, L.P., and Zeev Ventures VIII, L.P. (collectively, the "Funds"). Oren Zeev has voting and dispositive power over the shares held by the Funds. Each of Oren Zeev and the General Partners disclaims beneficial ownership except to the extent of their pecuniary interest therein, if any.

F5 · ownership.nature: Shares held directly by Zeev Ventures II, L.P. Zeev Ventures Management II, L.L.C. is the general partner of Zeev Ventures II, L.P. and, as such, may be deemed to beneficially own the shares held by Zeev Ventures II, L.P.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 00:31 UTC
ZEEV ORENDirector · 10% owner
ConversionClass A Common Stock 770,077 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-263063 · ownership.xml · nonDerivative · entry 2

ZEEV OREN · CIK 0001259603 · Director · 10% owner

ZEEV OPPORTUNITY FUND I, L.P. · CIK 0001861359 · 10% owner

ZEEV VENTURES II, L.P. · CIK 0001648710 · 10% owner

ZEEV VENTURES II-A, L.P. · CIK 0001665418 · 10% owner

ZEEV VENTURES III, L.P. · CIK 0001709195 · 10% owner

Zeev Ventures IV, L.P. · CIK 0001742455 · 10% owner

ZEEV VENTURES V, L.P. · CIK 0001776719 · 10% owner

ZEEV VENTURES VI, L.P. · CIK 0001796803 · 10% owner

ZEEV VENTURES VII, L.P. · CIK 0001832367 · 10% owner

ZEEV VENTURES VIII, L.P. · CIK 0001878390 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Zeev Opportunity Fund I, L.P.

Disclosed balance after: 770,077

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

F1 · price: Each share of Series A Preferred Stock, Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock, Series G-1 Preferred Stock, and Series Seed Preferred Stock (collectively, the "Preferred Stock") converted automatically upon closing of the Issuer's initial public offering into Class A common stock of the Issuer (the "Class A Common Stock") on a ratio dependent on the public offering price of the Class A Common Stock in the Issuer's initial public offering without payment of consideration and had no expiration date.

F2 · ownership.nature: Oren Zeev is the managing member of each of Zeev Opportunity Management I, L.L.C., Zeev Ventures Management II, L.L.C., Zeev Ventures Management II-A, L.L.C., Zeev Ventures Management III, L.L.C., Zeev Ventures Management IV, L.L.C., Zeev Ventures Management V, L.L.C., Zeev Ventures Management VI, L.L.C., Zeev Ventures Management VII, L.L.C., and Zeev Ventures Management VIII, L.L.C. (collectively, the "General Partners") and, as such, may be deemed to beneficially own the shares held by each of Zeev Opportunity Fund I, L.P., Zeev Ventures II, L.P., Zeev Ventures II-A, L.P., Zeev Ventures III, L.P., Zeev Ventures IV, L.P., Zeev Ventures V, L.P., Zeev Ventures VI, L.P., Zeev Ventures VII, L.P., and Zeev Ventures VIII, L.P. (collectively, the "Funds"). Oren Zeev has voting and dispositive power over the shares held by the Funds. Each of Oren Zeev and the General Partners disclaims beneficial ownership except to the extent of their pecuniary interest therein, if any.

F4 · ownership.nature: Shares held directly by Zeev Opportunity Fund I, L.P. Zeev Opportunity Management I, L.L.C. is the general partner of Zeev Opportunity Fund I, L.P. and, as such, may be deemed to beneficially own the shares held by Zeev Opportunity Fund I, L.P.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 00:31 UTC
ZEEV ORENDirector · 10% owner
ConversionClass A Common Stock 57,264 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-263063 · ownership.xml · nonDerivative · entry 1

ZEEV OREN · CIK 0001259603 · Director · 10% owner

ZEEV OPPORTUNITY FUND I, L.P. · CIK 0001861359 · 10% owner

ZEEV VENTURES II, L.P. · CIK 0001648710 · 10% owner

ZEEV VENTURES II-A, L.P. · CIK 0001665418 · 10% owner

ZEEV VENTURES III, L.P. · CIK 0001709195 · 10% owner

Zeev Ventures IV, L.P. · CIK 0001742455 · 10% owner

ZEEV VENTURES V, L.P. · CIK 0001776719 · 10% owner

ZEEV VENTURES VI, L.P. · CIK 0001796803 · 10% owner

ZEEV VENTURES VII, L.P. · CIK 0001832367 · 10% owner

ZEEV VENTURES VIII, L.P. · CIK 0001878390 · 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: 57,264

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.

F3 · security: Shares held directly by Oren Zeev. Oren Zeev is a director of the Issuer.

F1 · price: Each share of Series A Preferred Stock, Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock, Series G-1 Preferred Stock, and Series Seed Preferred Stock (collectively, the "Preferred Stock") converted automatically upon closing of the Issuer's initial public offering into Class A common stock of the Issuer (the "Class A Common Stock") on a ratio dependent on the public offering price of the Class A Common Stock in the Issuer's initial public offering without payment of consideration and had no expiration date.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries G-1 Preferred Stock · Derivative 200,273 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 23

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Venture Partners Select III, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 67,641 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F7 · ownership.nature: Shares are held by Lightspeed Venture Partners Select III, L.P. ("Lightspeed Select III"). Lightspeed General Partner Select III, L.P. ("LGP Select III") is the general partner of Lightspeed Select III. Lightspeed Ultimate General Partner Select III, Ltd. ("LUGP Select III") is the general partner of LGP Select III. Each of LGP Select III and LUGP Select III disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries G-1 Preferred Stock · Derivative 200,273 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 22

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Venture Partners Select II, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 67,641 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F6 · ownership.nature: Shares are held by Lightspeed Venture Partners Select II, L.P. ("Lightspeed Select II"). Lightspeed General Partner Select II, L.P. ("LGP Select II") is the general partner of Lightspeed Select II. Lightspeed Ultimate General Partner Select II, Ltd. ("LUGP Select II") is the general partner of LGP Select II. Each of LGP Select II and LUGP Select II disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries G-1 Preferred Stock · Derivative 600,821 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 21

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Strategic Partners I L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 202,927 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F5 · ownership.nature: Shares are held by Lightspeed Strategic Partners I L.P. ("Strategic"). Lightspeed Strategic Partners General Partner I L.P. ("LGP Strategic") is the general partner of Strategic. Lightspeed Strategic Partners Ultimate General Partner I L.L.C. ("LUGP Strategic") is the general partner of LGP Strategic. Each of LGP Strategic and LUGP Strategic disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries G-1 Preferred Stock · Derivative 200,273 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 20

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Opportunity Fund, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 67,641 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F4 · ownership.nature: Shares are held by Lightspeed Opportunity Fund, L.P. ("Opportunity"). Lightspeed General Partner Opportunity Fund, L.P. ("LGP Opportunity") is the general partner of Opportunity. Lightspeed Ultimate General Partner Opportunity Fund, Ltd. ("LUGP Opportunity") is the general partner of LGP Opportunity. Each of LGP Opportunity and LUGP Opportunity disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries F Preferred Stock · Derivative 649,200 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 19

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Opportunity Fund, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 218,667 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F4 · ownership.nature: Shares are held by Lightspeed Opportunity Fund, L.P. ("Opportunity"). Lightspeed General Partner Opportunity Fund, L.P. ("LGP Opportunity") is the general partner of Opportunity. Lightspeed Ultimate General Partner Opportunity Fund, Ltd. ("LUGP Opportunity") is the general partner of LGP Opportunity. Each of LGP Opportunity and LUGP Opportunity disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries E Preferred Stock · Derivative 1,148,606 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 18

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Strategic Partners I L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 385,038 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F5 · ownership.nature: Shares are held by Lightspeed Strategic Partners I L.P. ("Strategic"). Lightspeed Strategic Partners General Partner I L.P. ("LGP Strategic") is the general partner of Strategic. Lightspeed Strategic Partners Ultimate General Partner I L.L.C. ("LUGP Strategic") is the general partner of LGP Strategic. Each of LGP Strategic and LUGP Strategic disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries E Preferred Stock · Derivative 5,249,132 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 17

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Opportunity Fund, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,759,626 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F4 · ownership.nature: Shares are held by Lightspeed Opportunity Fund, L.P. ("Opportunity"). Lightspeed General Partner Opportunity Fund, L.P. ("LGP Opportunity") is the general partner of Opportunity. Lightspeed Ultimate General Partner Opportunity Fund, Ltd. ("LUGP Opportunity") is the general partner of LGP Opportunity. Each of LGP Opportunity and LUGP Opportunity disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries D Preferred Stock · Derivative 4,723,666 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 16

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Venture Partners Select III, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,576,654 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F7 · ownership.nature: Shares are held by Lightspeed Venture Partners Select III, L.P. ("Lightspeed Select III"). Lightspeed General Partner Select III, L.P. ("LGP Select III") is the general partner of Lightspeed Select III. Lightspeed Ultimate General Partner Select III, Ltd. ("LUGP Select III") is the general partner of LGP Select III. Each of LGP Select III and LUGP Select III disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries D Preferred Stock · Derivative 7,287,940 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 15

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Opportunity Fund, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,432,552 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F4 · ownership.nature: Shares are held by Lightspeed Opportunity Fund, L.P. ("Opportunity"). Lightspeed General Partner Opportunity Fund, L.P. ("LGP Opportunity") is the general partner of Opportunity. Lightspeed Ultimate General Partner Opportunity Fund, Ltd. ("LUGP Opportunity") is the general partner of LGP Opportunity. Each of LGP Opportunity and LUGP Opportunity disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

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October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries C-1 Preferred Stock · Derivative 4,163,544 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 14

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Venture Partners Select II, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,387,848 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F6 · ownership.nature: Shares are held by Lightspeed Venture Partners Select II, L.P. ("Lightspeed Select II"). Lightspeed General Partner Select II, L.P. ("LGP Select II") is the general partner of Lightspeed Select II. Lightspeed Ultimate General Partner Select II, Ltd. ("LUGP Select II") is the general partner of LGP Select II. Each of LGP Select II and LUGP Select II disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

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October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries C Preferred Stock · Derivative 13,470,670 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 13

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Venture Partners Select III, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,490,223 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F7 · ownership.nature: Shares are held by Lightspeed Venture Partners Select III, L.P. ("Lightspeed Select III"). Lightspeed General Partner Select III, L.P. ("LGP Select III") is the general partner of Lightspeed Select III. Lightspeed Ultimate General Partner Select III, Ltd. ("LUGP Select III") is the general partner of LGP Select III. Each of LGP Select III and LUGP Select III disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

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October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries B Preferred Stock · Derivative 40,212,320 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 12

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Venture Partners Select II, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 13,404,106 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F6 · ownership.nature: Shares are held by Lightspeed Venture Partners Select II, L.P. ("Lightspeed Select II"). Lightspeed General Partner Select II, L.P. ("LGP Select II") is the general partner of Lightspeed Select II. Lightspeed Ultimate General Partner Select II, Ltd. ("LUGP Select II") is the general partner of LGP Select II. Each of LGP Select II and LUGP Select II disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

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October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries B Preferred Stock · Derivative 8,042,464 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 11

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Venture Partners X, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,680,821 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F2 · ownership.nature: Shares are held by Lightspeed Venture Partners X, L.P. ("Lightspeed X"). Lightspeed General Partner X, L.P. ("LGP X") is the general partner of Lightspeed X. Lightspeed Ultimate General Partner X, Ltd. ("LUGP X") is the general partner of LGP X. Each of LGP X and LUGP X disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

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October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries A-1 Preferred Stock · Derivative 38,230,672 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 10

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Venture Partners X, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 12,743,557 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F2 · ownership.nature: Shares are held by Lightspeed Venture Partners X, L.P. ("Lightspeed X"). Lightspeed General Partner X, L.P. ("LGP X") is the general partner of Lightspeed X. Lightspeed Ultimate General Partner X, Ltd. ("LUGP X") is the general partner of LGP X. Each of LGP X and LUGP X disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

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October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries A Preferred Stock · Derivative 12,078,656 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 9

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Venture Partners X, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,026,218 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F2 · ownership.nature: Shares are held by Lightspeed Venture Partners X, L.P. ("Lightspeed X"). Lightspeed General Partner X, L.P. ("LGP X") is the general partner of Lightspeed X. Lightspeed Ultimate General Partner X, Ltd. ("LUGP X") is the general partner of LGP X. Each of LGP X and LUGP X disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries Seed Preferred Stock · Derivative 578,656 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 8

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Affiliates X, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 192,885 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F3 · ownership.nature: Shares are held by Lightspeed Affiliates X, L.P. ("Affiliates X"). LGP X is the general partner of Affiliates X. LUGP X is the general partner of LGP X. Each of LGP X and LUGP X disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

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October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionSeries Seed Preferred Stock · Derivative 11,744,720 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · derivative · entry 7

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Venture Partners X, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,914,906 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F2 · ownership.nature: Shares are held by Lightspeed Venture Partners X, L.P. ("Lightspeed X"). Lightspeed General Partner X, L.P. ("LGP X") is the general partner of Lightspeed X. Lightspeed Ultimate General Partner X, Ltd. ("LUGP X") is the general partner of LGP X. Each of LGP X and LUGP X disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionClass A Common Stock 6,134,518 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · nonDerivative · entry 6

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Venture Partners Select III, L.P.

Disclosed balance after: 6,134,518

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

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F7 · ownership.nature: Shares are held by Lightspeed Venture Partners Select III, L.P. ("Lightspeed Select III"). Lightspeed General Partner Select III, L.P. ("LGP Select III") is the general partner of Lightspeed Select III. Lightspeed Ultimate General Partner Select III, Ltd. ("LUGP Select III") is the general partner of LGP Select III. Each of LGP Select III and LUGP Select III disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

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October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionClass A Common Stock 14,859,595 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · nonDerivative · entry 5

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Venture Partners Select II, L.P.

Disclosed balance after: 14,859,595

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

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F6 · ownership.nature: Shares are held by Lightspeed Venture Partners Select II, L.P. ("Lightspeed Select II"). Lightspeed General Partner Select II, L.P. ("LGP Select II") is the general partner of Lightspeed Select II. Lightspeed Ultimate General Partner Select II, Ltd. ("LUGP Select II") is the general partner of LGP Select II. Each of LGP Select II and LUGP Select II disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionClass A Common Stock 587,965 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · nonDerivative · entry 4

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Strategic Partners I L.P.

Disclosed balance after: 587,965

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

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F5 · ownership.nature: Shares are held by Lightspeed Strategic Partners I L.P. ("Strategic"). Lightspeed Strategic Partners General Partner I L.P. ("LGP Strategic") is the general partner of Strategic. Lightspeed Strategic Partners Ultimate General Partner I L.L.C. ("LUGP Strategic") is the general partner of LGP Strategic. Each of LGP Strategic and LUGP Strategic disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionClass A Common Stock 4,478,486 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · nonDerivative · entry 3

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Opportunity Fund, L.P.

Disclosed balance after: 4,780,989

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

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F4 · ownership.nature: Shares are held by Lightspeed Opportunity Fund, L.P. ("Opportunity"). Lightspeed General Partner Opportunity Fund, L.P. ("LGP Opportunity") is the general partner of Opportunity. Lightspeed Ultimate General Partner Opportunity Fund, Ltd. ("LUGP Opportunity") is the general partner of LGP Opportunity. Each of LGP Opportunity and LUGP Opportunity disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionClass A Common Stock 192,885 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · nonDerivative · entry 2

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Affiliates X, L.P.

Disclosed balance after: 192,885

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

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F3 · ownership.nature: Shares are held by Lightspeed Affiliates X, L.P. ("Affiliates X"). LGP X is the general partner of Affiliates X. LUGP X is the general partner of LGP X. Each of LGP X and LUGP X disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:15 UTC ConversionClass A Common Stock 23,365,502 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000412 · form4-11042025_101147.xml · nonDerivative · entry 1

Lightspeed Venture Partners Select II, L.P. · CIK 0001668017 · 10% owner

Lightspeed General Partner Select II, L.P. · CIK 0001744936 · 10% owner

Lightspeed Ultimate General Partner Select II, Ltd. · CIK 0001744937 · 10% owner

LIGHTSPEED VENTURE PARTNERS SELECT III, L.P. · CIK 0001735240 · 10% owner

Lightspeed General Partner Select III, L.P. · CIK 0001912810 · 10% owner

Lightspeed Ultimate General Partner Select III, Ltd. · CIK 0001912675 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lightspeed Venture Partners X, L.P.

Disclosed balance after: 23,365,502

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.

F1 · price: Each share of Series Seed, Series A, Series A-1, Series B, Series C, Series C-1, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO.

F2 · ownership.nature: Shares are held by Lightspeed Venture Partners X, L.P. ("Lightspeed X"). Lightspeed General Partner X, L.P. ("LGP X") is the general partner of Lightspeed X. Lightspeed Ultimate General Partner X, Ltd. ("LUGP X") is the general partner of LGP X. Each of LGP X and LUGP X disclaims beneficial ownership of these shares except to the extent of its respective pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 5, 2025 00:42 UTC ConversionSeries G-1 Preferred Stock · Derivative 1,201,643 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000424 · form4-11052025_121124.xml · derivative · entry 16

Andreessen Horowitz LSV Fund I, L.P. · CIK 0001772284 · 10% owner

Andreessen Horowitz LSV Fund I-B, L.P. · CIK 0001772420 · 10% owner

Andreessen Horowitz LSV Fund I-Q, L.P. · CIK 0001772407 · 10% owner

AH Equity Partners LSV I, L.L.C. · CIK 0001772287 · 10% owner

Andreessen Horowitz LSV Fund II, L.P. · CIK 0001829357 · 10% owner

Andreessen Horowitz LSV Fund II-B, L.P. · CIK 0001829459 · 10% owner

Andreessen Horowitz LSV Fund II-Q, L.P. · CIK 0001829458 · 10% owner

AH Equity Partners LSV II, L.L.C. · CIK 0001829384 · 10% owner

Andreessen Marc L · CIK 0001160077 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Andreessen Horowitz LSV Fund III, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 405,855 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.

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F4 · ownership.nature: These shares are held of record by Andreessen Horowitz LSV Fund III, L.P. ("AH LSV Fund III"), for itself and as nominee for Andreessen Horowitz LSV Fund III-B, L.P., AH 2022 Annual Fund, L.P., AH 2022 Annual Fund-B, L.P. and AH 2022 Annual Fund-QC, L.P. (collectively, the "AH LSV Fund III Entities"). AH Equity Partners LSV III, L.L.C. ("AH EP LSV III"), the general partner of AH LSV Fund III, may be deemed to have sole voting and dispositive power over the shares held by the AH LSV Fund III Entities.

F5 · ownership.nature: (Continued from Footnote 4) Marc Andreessen and Benjamin Horowitz are the managing members of AH EP LSV III and may be deemed to have shared voting and dispositive power over the shares held by the AH LSV Fund III Entities. Each of the Reporting Persons disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH LSV Fund III Entities and this report shall not be deemed an admission that such person is the beneficial owner of such securities, except to the extent of such person's pecuniary interest therein, if any.

Read SEC document
October 31, 2025 Filed Nov 5, 2025 00:42 UTC ConversionSeries F Preferred Stock · Derivative 9,274 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000424 · form4-11052025_121124.xml · derivative · entry 15

Andreessen Horowitz LSV Fund I, L.P. · CIK 0001772284 · 10% owner

Andreessen Horowitz LSV Fund I-B, L.P. · CIK 0001772420 · 10% owner

Andreessen Horowitz LSV Fund I-Q, L.P. · CIK 0001772407 · 10% owner

AH Equity Partners LSV I, L.L.C. · CIK 0001772287 · 10% owner

Andreessen Horowitz LSV Fund II, L.P. · CIK 0001829357 · 10% owner

Andreessen Horowitz LSV Fund II-B, L.P. · CIK 0001829459 · 10% owner

Andreessen Horowitz LSV Fund II-Q, L.P. · CIK 0001829458 · 10% owner

AH Equity Partners LSV II, L.L.C. · CIK 0001829384 · 10% owner

Andreessen Marc L · CIK 0001160077 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By CLF Partners, LP

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,123 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F7 · ownership.nature: These shares are held of record by CLF Partners, LP ("CLF"). AH EP V, the general partner of CLF, may be deemed to have sole voting and dispositive power over the shares held by CLF. Marc Andreessen and Benjamin Horowitz are the managing members of AH EP V and may be deemed to have shared voting and dispositive power over the shares held by CLF. Each of the Reporting Persons disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by CLF and this report shall not be deemed an admission that such person is the beneficial owner of such securities, except to the extent of such person's pecuniary interest therein, if any.

Read SEC document
October 31, 2025 Filed Nov 5, 2025 00:42 UTC ConversionSeries F Preferred Stock · Derivative 2,309,297 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000424 · form4-11052025_121124.xml · derivative · entry 14

Andreessen Horowitz LSV Fund I, L.P. · CIK 0001772284 · 10% owner

Andreessen Horowitz LSV Fund I-B, L.P. · CIK 0001772420 · 10% owner

Andreessen Horowitz LSV Fund I-Q, L.P. · CIK 0001772407 · 10% owner

AH Equity Partners LSV I, L.L.C. · CIK 0001772287 · 10% owner

Andreessen Horowitz LSV Fund II, L.P. · CIK 0001829357 · 10% owner

Andreessen Horowitz LSV Fund II-B, L.P. · CIK 0001829459 · 10% owner

Andreessen Horowitz LSV Fund II-Q, L.P. · CIK 0001829458 · 10% owner

AH Equity Partners LSV II, L.L.C. · CIK 0001829384 · 10% owner

Andreessen Marc L · CIK 0001160077 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Andreessen Horowitz LSV Fund II, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 777,832 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F3 · ownership.nature: These shares are held of record by Andreessen Horowitz LSV Fund II, L.P. ("AH LSV Fund II"), for itself and as nominee for Andreessen Horowitz LSV Fund II-B, L.P. and Andreessen Horowitz LSV Fund II-Q, L.P. (collectively, the "AH LSV Fund II Entities"). AH Equity Partners LSV II, L.L.C. ("AH EP LSV II "), the general partner of AH LSV Fund II, may be deemed to have sole voting and dispositive power over the shares held by the AH LSV Fund II Entities. Marc Andreessen and Benjamin Horowitz are the managing members of AH EP LSV II and may be deemed to have shared voting and dispositive power over the shares held by the AH LSV Fund II Entities. Each of the Reporting Persons disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH LSV Fund II Entities and this report shall not be deemed an admission that such person is the beneficial owner of such securities, except to the extent of such person's pecuniary interest therein, if any.

Read SEC document
October 31, 2025 Filed Nov 5, 2025 00:42 UTC ConversionSeries E Preferred Stock · Derivative 9,763,156 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000424 · form4-11052025_121124.xml · derivative · entry 13

Andreessen Horowitz LSV Fund I, L.P. · CIK 0001772284 · 10% owner

Andreessen Horowitz LSV Fund I-B, L.P. · CIK 0001772420 · 10% owner

Andreessen Horowitz LSV Fund I-Q, L.P. · CIK 0001772407 · 10% owner

AH Equity Partners LSV I, L.L.C. · CIK 0001772287 · 10% owner

Andreessen Horowitz LSV Fund II, L.P. · CIK 0001829357 · 10% owner

Andreessen Horowitz LSV Fund II-B, L.P. · CIK 0001829459 · 10% owner

Andreessen Horowitz LSV Fund II-Q, L.P. · CIK 0001829458 · 10% owner

AH Equity Partners LSV II, L.L.C. · CIK 0001829384 · 10% owner

Andreessen Marc L · CIK 0001160077 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Andreessen Horowitz LSV Fund II, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,272,830 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F3 · ownership.nature: These shares are held of record by Andreessen Horowitz LSV Fund II, L.P. ("AH LSV Fund II"), for itself and as nominee for Andreessen Horowitz LSV Fund II-B, L.P. and Andreessen Horowitz LSV Fund II-Q, L.P. (collectively, the "AH LSV Fund II Entities"). AH Equity Partners LSV II, L.L.C. ("AH EP LSV II "), the general partner of AH LSV Fund II, may be deemed to have sole voting and dispositive power over the shares held by the AH LSV Fund II Entities. Marc Andreessen and Benjamin Horowitz are the managing members of AH EP LSV II and may be deemed to have shared voting and dispositive power over the shares held by the AH LSV Fund II Entities. Each of the Reporting Persons disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH LSV Fund II Entities and this report shall not be deemed an admission that such person is the beneficial owner of such securities, except to the extent of such person's pecuniary interest therein, if any.

Read SEC document
October 31, 2025 Filed Nov 5, 2025 00:42 UTC ConversionSeries D Preferred Stock · Derivative 20,244,280 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000424 · form4-11052025_121124.xml · derivative · entry 12

Andreessen Horowitz LSV Fund I, L.P. · CIK 0001772284 · 10% owner

Andreessen Horowitz LSV Fund I-B, L.P. · CIK 0001772420 · 10% owner

Andreessen Horowitz LSV Fund I-Q, L.P. · CIK 0001772407 · 10% owner

AH Equity Partners LSV I, L.L.C. · CIK 0001772287 · 10% owner

Andreessen Horowitz LSV Fund II, L.P. · CIK 0001829357 · 10% owner

Andreessen Horowitz LSV Fund II-B, L.P. · CIK 0001829459 · 10% owner

Andreessen Horowitz LSV Fund II-Q, L.P. · CIK 0001829458 · 10% owner

AH Equity Partners LSV II, L.L.C. · CIK 0001829384 · 10% owner

Andreessen Marc L · CIK 0001160077 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Andreessen Horowitz LSV Fund I, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 6,757,090 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F2 · ownership.nature: These shares are held of record by Andreessen Horowitz LSV Fund I, L.P. ("AH LSV Fund I"), for itself and as nominee for Andreessen Horowitz LSV Fund I-B, L.P. and Andreessen Horowitz LSV Fund I-Q, L.P. (collectively, the "AH LSV Fund I Entities"). AH Equity Partners LSV I, L.L.C. ("AH EP LSV I"), the general partner of AH LSV Fund I, may be deemed to have sole voting and dispositive power over the shares held by the AH LSV Fund I Entities. Marc Andreessen and Benjamin Horowitz are the managing members of AH EP LSV I and may be deemed to have shared voting and dispositive power over the shares held by the AH LSV Fund I Entities. Each of the Reporting Persons disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH LSV Fund I Entities and this report shall not be deemed an admission that such person is the beneficial owner of such securities, except to the extent of such person's pecuniary interest therein, if any.

Read SEC document
October 31, 2025 Filed Nov 5, 2025 00:42 UTC ConversionSeries C Preferred Stock · Derivative 41,635 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000424 · form4-11052025_121124.xml · derivative · entry 11

Andreessen Horowitz LSV Fund I, L.P. · CIK 0001772284 · 10% owner

Andreessen Horowitz LSV Fund I-B, L.P. · CIK 0001772420 · 10% owner

Andreessen Horowitz LSV Fund I-Q, L.P. · CIK 0001772407 · 10% owner

AH Equity Partners LSV I, L.L.C. · CIK 0001772287 · 10% owner

Andreessen Horowitz LSV Fund II, L.P. · CIK 0001829357 · 10% owner

Andreessen Horowitz LSV Fund II-B, L.P. · CIK 0001829459 · 10% owner

Andreessen Horowitz LSV Fund II-Q, L.P. · CIK 0001829458 · 10% owner

AH Equity Partners LSV II, L.L.C. · CIK 0001829384 · 10% owner

Andreessen Marc L · CIK 0001160077 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By CLF Partners, LP

Disclosed balance after: 0

Underlying: Class A Common Stock · 13,878 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F7 · ownership.nature: These shares are held of record by CLF Partners, LP ("CLF"). AH EP V, the general partner of CLF, may be deemed to have sole voting and dispositive power over the shares held by CLF. Marc Andreessen and Benjamin Horowitz are the managing members of AH EP V and may be deemed to have shared voting and dispositive power over the shares held by CLF. Each of the Reporting Persons disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by CLF and this report shall not be deemed an admission that such person is the beneficial owner of such securities, except to the extent of such person's pecuniary interest therein, if any.

Read SEC document
October 31, 2025 Filed Nov 5, 2025 00:42 UTC ConversionSeries C Preferred Stock · Derivative 31,226,580 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000424 · form4-11052025_121124.xml · derivative · entry 10

Andreessen Horowitz LSV Fund I, L.P. · CIK 0001772284 · 10% owner

Andreessen Horowitz LSV Fund I-B, L.P. · CIK 0001772420 · 10% owner

Andreessen Horowitz LSV Fund I-Q, L.P. · CIK 0001772407 · 10% owner

AH Equity Partners LSV I, L.L.C. · CIK 0001772287 · 10% owner

Andreessen Horowitz LSV Fund II, L.P. · CIK 0001829357 · 10% owner

Andreessen Horowitz LSV Fund II-B, L.P. · CIK 0001829459 · 10% owner

Andreessen Horowitz LSV Fund II-Q, L.P. · CIK 0001829458 · 10% owner

AH Equity Partners LSV II, L.L.C. · CIK 0001829384 · 10% owner

Andreessen Marc L · CIK 0001160077 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By AH Parallel Fund V, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 10,408,860 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F8 · ownership.nature: These shares are held of record by AH Parallel Fund V, L.P. ("AH Parallel V"), for itself and as nominee for AH Parallel Fund V-A, L.P., AH Parallel Fund V-B, L.P., and AH Parallel Fund V-Q, L.P. (collectively, the "AH Parallel Fund V Entities"). AH Equity Partners V (Parallel), L.L.C. ("AH EP V Parallel"), the general partner of AH Parallel V, may be deemed to have sole voting and dispositive power over the shares held by the AH Parallel Fund V Entities. Marc Andreessen and Benjamin Horowitz are the managing members of AH EP V Parallel and may be deemed to have shared voting and dispositive power over the shares held by the AH Parallel Fund V Entities.

F9 · ownership.nature: (Continued from Footnote 8) Each of the Reporting Persons disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH Parallel Fund V Entities and this report shall not be deemed an admission that such person is the beneficial owner of such securities, except to the extent of such person's pecuniary interest therein, if any.

Read SEC document
October 31, 2025 Filed Nov 5, 2025 00:42 UTC ConversionSeries C Preferred Stock · Derivative 6,245,316 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000424 · form4-11052025_121124.xml · derivative · entry 9

Andreessen Horowitz LSV Fund I, L.P. · CIK 0001772284 · 10% owner

Andreessen Horowitz LSV Fund I-B, L.P. · CIK 0001772420 · 10% owner

Andreessen Horowitz LSV Fund I-Q, L.P. · CIK 0001772407 · 10% owner

AH Equity Partners LSV I, L.L.C. · CIK 0001772287 · 10% owner

Andreessen Horowitz LSV Fund II, L.P. · CIK 0001829357 · 10% owner

Andreessen Horowitz LSV Fund II-B, L.P. · CIK 0001829459 · 10% owner

Andreessen Horowitz LSV Fund II-Q, L.P. · CIK 0001829458 · 10% owner

AH Equity Partners LSV II, L.L.C. · CIK 0001829384 · 10% owner

Andreessen Marc L · CIK 0001160077 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Andreessen Horowitz Fund V, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,081,772 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F6 · ownership.nature: These shares are held of record by Andreessen Horowitz Fund V, L.P. ("AH Fund V"), for itself and as nominee for Andreessen Horowitz Fund V-A, L.P., Andreessen Horowitz Fund V-B, L.P. and Andreessen Horowitz Fund V-Q, L.P. (collectively, the "AH Fund V Entities"). AH Equity Partners V, L.L.C. ("AH EP V"), the general partner of AH Fund V, may be deemed to have sole voting and dispositive power over the shares held by the AH Fund V Entities. Marc Andreessen and Benjamin Horowitz are the managing members of AH EP V and may be deemed to have shared voting and dispositive power over the shares held by the AH Fund V Entities. Each of the Reporting Persons disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH Fund V Entities and this report shall not be deemed an admission that such person is the beneficial owner of such securities, except to the extent of such person's pecuniary interest therein, if any.

Read SEC document
October 31, 2025 Filed Nov 5, 2025 00:42 UTC ConversionSeries A Preferred Stock · Derivative 603,920 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000424 · form4-11052025_121124.xml · derivative · entry 8

Andreessen Horowitz LSV Fund I, L.P. · CIK 0001772284 · 10% owner

Andreessen Horowitz LSV Fund I-B, L.P. · CIK 0001772420 · 10% owner

Andreessen Horowitz LSV Fund I-Q, L.P. · CIK 0001772407 · 10% owner

AH Equity Partners LSV I, L.L.C. · CIK 0001772287 · 10% owner

Andreessen Horowitz LSV Fund II, L.P. · CIK 0001829357 · 10% owner

Andreessen Horowitz LSV Fund II-B, L.P. · CIK 0001829459 · 10% owner

Andreessen Horowitz LSV Fund II-Q, L.P. · CIK 0001829458 · 10% owner

AH Equity Partners LSV II, L.L.C. · CIK 0001829384 · 10% owner

Andreessen Marc L · CIK 0001160077 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Andreessen Horowitz LSV Fund III, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 201,306 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F4 · ownership.nature: These shares are held of record by Andreessen Horowitz LSV Fund III, L.P. ("AH LSV Fund III"), for itself and as nominee for Andreessen Horowitz LSV Fund III-B, L.P., AH 2022 Annual Fund, L.P., AH 2022 Annual Fund-B, L.P. and AH 2022 Annual Fund-QC, L.P. (collectively, the "AH LSV Fund III Entities"). AH Equity Partners LSV III, L.L.C. ("AH EP LSV III"), the general partner of AH LSV Fund III, may be deemed to have sole voting and dispositive power over the shares held by the AH LSV Fund III Entities.

F5 · ownership.nature: (Continued from Footnote 4) Marc Andreessen and Benjamin Horowitz are the managing members of AH EP LSV III and may be deemed to have shared voting and dispositive power over the shares held by the AH LSV Fund III Entities. Each of the Reporting Persons disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH LSV Fund III Entities and this report shall not be deemed an admission that such person is the beneficial owner of such securities, except to the extent of such person's pecuniary interest therein, if any.

Read SEC document
October 31, 2025 Filed Nov 5, 2025 00:42 UTC ConversionSeries Seed Preferred Stock · Derivative 765,736 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000424 · form4-11052025_121124.xml · derivative · entry 7

Andreessen Horowitz LSV Fund I, L.P. · CIK 0001772284 · 10% owner

Andreessen Horowitz LSV Fund I-B, L.P. · CIK 0001772420 · 10% owner

Andreessen Horowitz LSV Fund I-Q, L.P. · CIK 0001772407 · 10% owner

AH Equity Partners LSV I, L.L.C. · CIK 0001772287 · 10% owner

Andreessen Horowitz LSV Fund II, L.P. · CIK 0001829357 · 10% owner

Andreessen Horowitz LSV Fund II-B, L.P. · CIK 0001829459 · 10% owner

Andreessen Horowitz LSV Fund II-Q, L.P. · CIK 0001829458 · 10% owner

AH Equity Partners LSV II, L.L.C. · CIK 0001829384 · 10% owner

Andreessen Marc L · CIK 0001160077 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Andreessen Horowitz LSV Fund II, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 255,244 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F3 · ownership.nature: These shares are held of record by Andreessen Horowitz LSV Fund II, L.P. ("AH LSV Fund II"), for itself and as nominee for Andreessen Horowitz LSV Fund II-B, L.P. and Andreessen Horowitz LSV Fund II-Q, L.P. (collectively, the "AH LSV Fund II Entities"). AH Equity Partners LSV II, L.L.C. ("AH EP LSV II "), the general partner of AH LSV Fund II, may be deemed to have sole voting and dispositive power over the shares held by the AH LSV Fund II Entities. Marc Andreessen and Benjamin Horowitz are the managing members of AH EP LSV II and may be deemed to have shared voting and dispositive power over the shares held by the AH LSV Fund II Entities. Each of the Reporting Persons disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH LSV Fund II Entities and this report shall not be deemed an admission that such person is the beneficial owner of such securities, except to the extent of such person's pecuniary interest therein, if any.

Read SEC document
October 31, 2025 Filed Nov 5, 2025 00:42 UTC ConversionClass A Common Stock 10,408,860 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000424 · form4-11052025_121124.xml · nonDerivative · entry 6

Andreessen Horowitz LSV Fund I, L.P. · CIK 0001772284 · 10% owner

Andreessen Horowitz LSV Fund I-B, L.P. · CIK 0001772420 · 10% owner

Andreessen Horowitz LSV Fund I-Q, L.P. · CIK 0001772407 · 10% owner

AH Equity Partners LSV I, L.L.C. · CIK 0001772287 · 10% owner

Andreessen Horowitz LSV Fund II, L.P. · CIK 0001829357 · 10% owner

Andreessen Horowitz LSV Fund II-B, L.P. · CIK 0001829459 · 10% owner

Andreessen Horowitz LSV Fund II-Q, L.P. · CIK 0001829458 · 10% owner

AH Equity Partners LSV II, L.L.C. · CIK 0001829384 · 10% owner

Andreessen Marc L · CIK 0001160077 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By AH Parallel Fund V, L.P.

Disclosed balance after: 10,408,860

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

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F8 · ownership.nature: These shares are held of record by AH Parallel Fund V, L.P. ("AH Parallel V"), for itself and as nominee for AH Parallel Fund V-A, L.P., AH Parallel Fund V-B, L.P., and AH Parallel Fund V-Q, L.P. (collectively, the "AH Parallel Fund V Entities"). AH Equity Partners V (Parallel), L.L.C. ("AH EP V Parallel"), the general partner of AH Parallel V, may be deemed to have sole voting and dispositive power over the shares held by the AH Parallel Fund V Entities. Marc Andreessen and Benjamin Horowitz are the managing members of AH EP V Parallel and may be deemed to have shared voting and dispositive power over the shares held by the AH Parallel Fund V Entities.

F9 · ownership.nature: (Continued from Footnote 8) Each of the Reporting Persons disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH Parallel Fund V Entities and this report shall not be deemed an admission that such person is the beneficial owner of such securities, except to the extent of such person's pecuniary interest therein, if any.

Read SEC document
October 31, 2025 Filed Nov 5, 2025 00:42 UTC ConversionClass A Common Stock 17,001 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000424 · form4-11052025_121124.xml · nonDerivative · entry 5

Andreessen Horowitz LSV Fund I, L.P. · CIK 0001772284 · 10% owner

Andreessen Horowitz LSV Fund I-B, L.P. · CIK 0001772420 · 10% owner

Andreessen Horowitz LSV Fund I-Q, L.P. · CIK 0001772407 · 10% owner

AH Equity Partners LSV I, L.L.C. · CIK 0001772287 · 10% owner

Andreessen Horowitz LSV Fund II, L.P. · CIK 0001829357 · 10% owner

Andreessen Horowitz LSV Fund II-B, L.P. · CIK 0001829459 · 10% owner

Andreessen Horowitz LSV Fund II-Q, L.P. · CIK 0001829458 · 10% owner

AH Equity Partners LSV II, L.L.C. · CIK 0001829384 · 10% owner

Andreessen Marc L · CIK 0001160077 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By CLF Partners, LP

Disclosed balance after: 17,001

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

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F7 · ownership.nature: These shares are held of record by CLF Partners, LP ("CLF"). AH EP V, the general partner of CLF, may be deemed to have sole voting and dispositive power over the shares held by CLF. Marc Andreessen and Benjamin Horowitz are the managing members of AH EP V and may be deemed to have shared voting and dispositive power over the shares held by CLF. Each of the Reporting Persons disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by CLF and this report shall not be deemed an admission that such person is the beneficial owner of such securities, except to the extent of such person's pecuniary interest therein, if any.

Read SEC document
October 31, 2025 Filed Nov 5, 2025 00:42 UTC ConversionClass A Common Stock 2,081,772 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000424 · form4-11052025_121124.xml · nonDerivative · entry 4

Andreessen Horowitz LSV Fund I, L.P. · CIK 0001772284 · 10% owner

Andreessen Horowitz LSV Fund I-B, L.P. · CIK 0001772420 · 10% owner

Andreessen Horowitz LSV Fund I-Q, L.P. · CIK 0001772407 · 10% owner

AH Equity Partners LSV I, L.L.C. · CIK 0001772287 · 10% owner

Andreessen Horowitz LSV Fund II, L.P. · CIK 0001829357 · 10% owner

Andreessen Horowitz LSV Fund II-B, L.P. · CIK 0001829459 · 10% owner

Andreessen Horowitz LSV Fund II-Q, L.P. · CIK 0001829458 · 10% owner

AH Equity Partners LSV II, L.L.C. · CIK 0001829384 · 10% owner

Andreessen Marc L · CIK 0001160077 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Andreessen Horowitz Fund V, L.P.

Disclosed balance after: 2,081,772

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

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F6 · ownership.nature: These shares are held of record by Andreessen Horowitz Fund V, L.P. ("AH Fund V"), for itself and as nominee for Andreessen Horowitz Fund V-A, L.P., Andreessen Horowitz Fund V-B, L.P. and Andreessen Horowitz Fund V-Q, L.P. (collectively, the "AH Fund V Entities"). AH Equity Partners V, L.L.C. ("AH EP V"), the general partner of AH Fund V, may be deemed to have sole voting and dispositive power over the shares held by the AH Fund V Entities. Marc Andreessen and Benjamin Horowitz are the managing members of AH EP V and may be deemed to have shared voting and dispositive power over the shares held by the AH Fund V Entities. Each of the Reporting Persons disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH Fund V Entities and this report shall not be deemed an admission that such person is the beneficial owner of such securities, except to the extent of such person's pecuniary interest therein, if any.

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October 31, 2025 Filed Nov 5, 2025 00:42 UTC ConversionClass A Common Stock 607,161 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000424 · form4-11052025_121124.xml · nonDerivative · entry 3

Andreessen Horowitz LSV Fund I, L.P. · CIK 0001772284 · 10% owner

Andreessen Horowitz LSV Fund I-B, L.P. · CIK 0001772420 · 10% owner

Andreessen Horowitz LSV Fund I-Q, L.P. · CIK 0001772407 · 10% owner

AH Equity Partners LSV I, L.L.C. · CIK 0001772287 · 10% owner

Andreessen Horowitz LSV Fund II, L.P. · CIK 0001829357 · 10% owner

Andreessen Horowitz LSV Fund II-B, L.P. · CIK 0001829459 · 10% owner

Andreessen Horowitz LSV Fund II-Q, L.P. · CIK 0001829458 · 10% owner

AH Equity Partners LSV II, L.L.C. · CIK 0001829384 · 10% owner

Andreessen Marc L · CIK 0001160077 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Andreessen Horowitz LSV Fund III, L.P.

Disclosed balance after: 607,161

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

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F4 · ownership.nature: These shares are held of record by Andreessen Horowitz LSV Fund III, L.P. ("AH LSV Fund III"), for itself and as nominee for Andreessen Horowitz LSV Fund III-B, L.P., AH 2022 Annual Fund, L.P., AH 2022 Annual Fund-B, L.P. and AH 2022 Annual Fund-QC, L.P. (collectively, the "AH LSV Fund III Entities"). AH Equity Partners LSV III, L.L.C. ("AH EP LSV III"), the general partner of AH LSV Fund III, may be deemed to have sole voting and dispositive power over the shares held by the AH LSV Fund III Entities.

F5 · ownership.nature: (Continued from Footnote 4) Marc Andreessen and Benjamin Horowitz are the managing members of AH EP LSV III and may be deemed to have shared voting and dispositive power over the shares held by the AH LSV Fund III Entities. Each of the Reporting Persons disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH LSV Fund III Entities and this report shall not be deemed an admission that such person is the beneficial owner of such securities, except to the extent of such person's pecuniary interest therein, if any.

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October 31, 2025 Filed Nov 5, 2025 00:42 UTC ConversionClass A Common Stock 4,305,906 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000424 · form4-11052025_121124.xml · nonDerivative · entry 2

Andreessen Horowitz LSV Fund I, L.P. · CIK 0001772284 · 10% owner

Andreessen Horowitz LSV Fund I-B, L.P. · CIK 0001772420 · 10% owner

Andreessen Horowitz LSV Fund I-Q, L.P. · CIK 0001772407 · 10% owner

AH Equity Partners LSV I, L.L.C. · CIK 0001772287 · 10% owner

Andreessen Horowitz LSV Fund II, L.P. · CIK 0001829357 · 10% owner

Andreessen Horowitz LSV Fund II-B, L.P. · CIK 0001829459 · 10% owner

Andreessen Horowitz LSV Fund II-Q, L.P. · CIK 0001829458 · 10% owner

AH Equity Partners LSV II, L.L.C. · CIK 0001829384 · 10% owner

Andreessen Marc L · CIK 0001160077 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Andreessen Horowitz LSV Fund II, L.P.

Disclosed balance after: 5,574,551

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

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F3 · ownership.nature: These shares are held of record by Andreessen Horowitz LSV Fund II, L.P. ("AH LSV Fund II"), for itself and as nominee for Andreessen Horowitz LSV Fund II-B, L.P. and Andreessen Horowitz LSV Fund II-Q, L.P. (collectively, the "AH LSV Fund II Entities"). AH Equity Partners LSV II, L.L.C. ("AH EP LSV II "), the general partner of AH LSV Fund II, may be deemed to have sole voting and dispositive power over the shares held by the AH LSV Fund II Entities. Marc Andreessen and Benjamin Horowitz are the managing members of AH EP LSV II and may be deemed to have shared voting and dispositive power over the shares held by the AH LSV Fund II Entities. Each of the Reporting Persons disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH LSV Fund II Entities and this report shall not be deemed an admission that such person is the beneficial owner of such securities, except to the extent of such person's pecuniary interest therein, if any.

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October 31, 2025 Filed Nov 5, 2025 00:42 UTC ConversionClass A Common Stock 6,757,090 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000424 · form4-11052025_121124.xml · nonDerivative · entry 1

Andreessen Horowitz LSV Fund I, L.P. · CIK 0001772284 · 10% owner

Andreessen Horowitz LSV Fund I-B, L.P. · CIK 0001772420 · 10% owner

Andreessen Horowitz LSV Fund I-Q, L.P. · CIK 0001772407 · 10% owner

AH Equity Partners LSV I, L.L.C. · CIK 0001772287 · 10% owner

Andreessen Horowitz LSV Fund II, L.P. · CIK 0001829357 · 10% owner

Andreessen Horowitz LSV Fund II-B, L.P. · CIK 0001829459 · 10% owner

Andreessen Horowitz LSV Fund II-Q, L.P. · CIK 0001829458 · 10% owner

AH Equity Partners LSV II, L.L.C. · CIK 0001829384 · 10% owner

Andreessen Marc L · CIK 0001160077 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Andreessen Horowitz LSV Fund I, L.P.

Disclosed balance after: 6,757,090

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

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F2 · ownership.nature: These shares are held of record by Andreessen Horowitz LSV Fund I, L.P. ("AH LSV Fund I"), for itself and as nominee for Andreessen Horowitz LSV Fund I-B, L.P. and Andreessen Horowitz LSV Fund I-Q, L.P. (collectively, the "AH LSV Fund I Entities"). AH Equity Partners LSV I, L.L.C. ("AH EP LSV I"), the general partner of AH LSV Fund I, may be deemed to have sole voting and dispositive power over the shares held by the AH LSV Fund I Entities. Marc Andreessen and Benjamin Horowitz are the managing members of AH EP LSV I and may be deemed to have shared voting and dispositive power over the shares held by the AH LSV Fund I Entities. Each of the Reporting Persons disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH LSV Fund I Entities and this report shall not be deemed an admission that such person is the beneficial owner of such securities, except to the extent of such person's pecuniary interest therein, if any.

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October 31, 2025 Filed Nov 5, 2025 00:38 UTC
HOROWITZ BENJAMIN ADirector · 10% owner
ConversionSeries G-1 Preferred Stock · Derivative 1,201,643 Not disclosed Not disclosed
Disclosure

SEC source: 0001166586-25-000007 · form4-11052025_121142.xml · derivative · entry 16

HOROWITZ BENJAMIN A · CIK 0001166586 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Andreessen Horowitz LSV Fund III, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 405,855 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.

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F4 · ownership.nature: These shares are held of record by Andreessen Horowitz LSV Fund III, L.P. ("AH LSV Fund III"), for itself and as nominee for Andreessen Horowitz LSV Fund III-B, L.P., AH 2022 Annual Fund, L.P., AH 2022 Annual Fund-B, L.P., and AH 2022 Annual Fund-QC, L.P. (collectively, the "AH LSV Fund III Entities"). AH Equity Partners LSV III, L.L.C. ("AH EP LSV III"), the general partner of AH LSV Fund III, may be deemed to have sole voting and dispositive power over the shares held by the AH LSV Fund III Entities.

F5 · ownership.nature: (Continued from Footnote 4) The Reporting Person and Marc Andreessen are the managing members of AH EP LSV III and may be deemed to have shared voting and dispositive power over the shares held by the AH LSV Fund III Entities. The Reporting Person disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH LSV Fund III Entities and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities, except to the extent of his pecuniary interest therein, if any.

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October 31, 2025 Filed Nov 5, 2025 00:38 UTC
HOROWITZ BENJAMIN ADirector · 10% owner
ConversionSeries F Preferred Stock · Derivative 9,274 Not disclosed Not disclosed
Disclosure

SEC source: 0001166586-25-000007 · form4-11052025_121142.xml · derivative · entry 15

HOROWITZ BENJAMIN A · CIK 0001166586 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By CLF Partners, LP

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,123 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · price: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.exercise_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F1 · derivative.expiration_date: Each share of Series Seed, Series A, Series C, Series D, Series E, Series F and Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial offering price per share of the Class A Common Stock to the public in the Issuer's IPO, and had no expiration date.

F7 · ownership.nature: These shares are held of record by CLF Partners, LP ("CLF"). AH EP V, the general partner of CLF, may be deemed to have sole voting and dispositive power over the shares held by CLF. The Reporting Person and Marc Andreessen are the managing members of AH EP V and may be deemed to have shared voting and dispositive power over the shares held by CLF. The Reporting Person disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by CLF and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities, except to the extent of his pecuniary interest therein, if any.

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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.