Tapewire

Nasdaq · USD

NAVN

Navan, Inc.

Export transactions ↓
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

JSON API
Reset

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 19:46 UTC ConversionClass A Common Stock 607,161 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000428 · form4-11052025_121137.xml · nonDerivative · entry 3

Andreessen Horowitz Fund V, L.P. · CIK 0001675239 · 10% owner

Andreessen Horowitz Fund V-A, L.P. · CIK 0001675241 · 10% owner

Andreessen Horowitz Fund V-B, L.P. · CIK 0001675242 · 10% owner

Andreessen Horowitz Fund V-Q, L.P. · CIK 0001675231 · 10% owner

AH Equity Partners V, L.L.C. · CIK 0001675226 · 10% owner

AH Parallel Fund V, L.P. · CIK 0001675240 · 10% owner

AH Parallel Fund V-A, L.P. · CIK 0001675233 · 10% owner

AH Parallel Fund V-B, L.P. · CIK 0001675234 · 10% owner

AH Parallel Fund V-Q, L.P. · CIK 0001675235 · 10% owner

AH Equity Partners V (Parallel), L.L.C. · CIK 0001675230 · 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.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 19:46 UTC ConversionClass A Common Stock 4,305,906 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000428 · form4-11052025_121137.xml · nonDerivative · entry 2

Andreessen Horowitz Fund V, L.P. · CIK 0001675239 · 10% owner

Andreessen Horowitz Fund V-A, L.P. · CIK 0001675241 · 10% owner

Andreessen Horowitz Fund V-B, L.P. · CIK 0001675242 · 10% owner

Andreessen Horowitz Fund V-Q, L.P. · CIK 0001675231 · 10% owner

AH Equity Partners V, L.L.C. · CIK 0001675226 · 10% owner

AH Parallel Fund V, L.P. · CIK 0001675240 · 10% owner

AH Parallel Fund V-A, L.P. · CIK 0001675233 · 10% owner

AH Parallel Fund V-B, L.P. · CIK 0001675234 · 10% owner

AH Parallel Fund V-Q, L.P. · CIK 0001675235 · 10% owner

AH Equity Partners V (Parallel), L.L.C. · CIK 0001675230 · 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.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 19:46 UTC ConversionClass A Common Stock 6,757,090 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000428 · form4-11052025_121137.xml · nonDerivative · entry 1

Andreessen Horowitz Fund V, L.P. · CIK 0001675239 · 10% owner

Andreessen Horowitz Fund V-A, L.P. · CIK 0001675241 · 10% owner

Andreessen Horowitz Fund V-B, L.P. · CIK 0001675242 · 10% owner

Andreessen Horowitz Fund V-Q, L.P. · CIK 0001675231 · 10% owner

AH Equity Partners V, L.L.C. · CIK 0001675226 · 10% owner

AH Parallel Fund V, L.P. · CIK 0001675240 · 10% owner

AH Parallel Fund V-A, L.P. · CIK 0001675233 · 10% owner

AH Parallel Fund V-B, L.P. · CIK 0001675234 · 10% owner

AH Parallel Fund V-Q, L.P. · CIK 0001675235 · 10% owner

AH Equity Partners V (Parallel), L.L.C. · CIK 0001675230 · 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.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 19:44 UTC ConversionSeries G-1 Preferred Stock · Derivative 1,201,643 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000426 · form4-11052025_121149.xml · derivative · entry 16

Andreessen Horowitz LSV Fund III, L.P. · CIK 0001889367 · 10% owner

Andreessen Horowitz LSV Fund III-B, L.P. · CIK 0001894619 · 10% owner

AH Equity Partners LSV III, L.L.C. · CIK 0001889893 · 10% owner

AH 2022 Annual Fund, L.P. · CIK 0001894744 · 10% owner

AH 2022 ANNUAL FUND-B, L.P. · CIK 0001935421 · 10% owner

AH 2022 ANNUAL FUND-QC, L.P. · CIK 0001924807 · 10% owner

AH Equity Partners 2022 Annual Fund, L.L.C. · CIK 0001894740 · 10% owner

CLF Partners, LP · CIK 0001732504 · 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 4, 2025 19:44 UTC ConversionSeries F Preferred Stock · Derivative 9,274 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000426 · form4-11052025_121149.xml · derivative · entry 15

Andreessen Horowitz LSV Fund III, L.P. · CIK 0001889367 · 10% owner

Andreessen Horowitz LSV Fund III-B, L.P. · CIK 0001894619 · 10% owner

AH Equity Partners LSV III, L.L.C. · CIK 0001889893 · 10% owner

AH 2022 Annual Fund, L.P. · CIK 0001894744 · 10% owner

AH 2022 ANNUAL FUND-B, L.P. · CIK 0001935421 · 10% owner

AH 2022 ANNUAL FUND-QC, L.P. · CIK 0001924807 · 10% owner

AH Equity Partners 2022 Annual Fund, L.L.C. · CIK 0001894740 · 10% owner

CLF Partners, LP · CIK 0001732504 · 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 4, 2025 19:44 UTC ConversionSeries F Preferred Stock · Derivative 2,309,297 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000426 · form4-11052025_121149.xml · derivative · entry 14

Andreessen Horowitz LSV Fund III, L.P. · CIK 0001889367 · 10% owner

Andreessen Horowitz LSV Fund III-B, L.P. · CIK 0001894619 · 10% owner

AH Equity Partners LSV III, L.L.C. · CIK 0001889893 · 10% owner

AH 2022 Annual Fund, L.P. · CIK 0001894744 · 10% owner

AH 2022 ANNUAL FUND-B, L.P. · CIK 0001935421 · 10% owner

AH 2022 ANNUAL FUND-QC, L.P. · CIK 0001924807 · 10% owner

AH Equity Partners 2022 Annual Fund, L.L.C. · CIK 0001894740 · 10% owner

CLF Partners, LP · CIK 0001732504 · 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 4, 2025 19:44 UTC ConversionSeries E Preferred Stock · Derivative 9,763,156 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000426 · form4-11052025_121149.xml · derivative · entry 13

Andreessen Horowitz LSV Fund III, L.P. · CIK 0001889367 · 10% owner

Andreessen Horowitz LSV Fund III-B, L.P. · CIK 0001894619 · 10% owner

AH Equity Partners LSV III, L.L.C. · CIK 0001889893 · 10% owner

AH 2022 Annual Fund, L.P. · CIK 0001894744 · 10% owner

AH 2022 ANNUAL FUND-B, L.P. · CIK 0001935421 · 10% owner

AH 2022 ANNUAL FUND-QC, L.P. · CIK 0001924807 · 10% owner

AH Equity Partners 2022 Annual Fund, L.L.C. · CIK 0001894740 · 10% owner

CLF Partners, LP · CIK 0001732504 · 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 4, 2025 19:44 UTC ConversionSeries D Preferred Stock · Derivative 20,244,280 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000426 · form4-11052025_121149.xml · derivative · entry 12

Andreessen Horowitz LSV Fund III, L.P. · CIK 0001889367 · 10% owner

Andreessen Horowitz LSV Fund III-B, L.P. · CIK 0001894619 · 10% owner

AH Equity Partners LSV III, L.L.C. · CIK 0001889893 · 10% owner

AH 2022 Annual Fund, L.P. · CIK 0001894744 · 10% owner

AH 2022 ANNUAL FUND-B, L.P. · CIK 0001935421 · 10% owner

AH 2022 ANNUAL FUND-QC, L.P. · CIK 0001924807 · 10% owner

AH Equity Partners 2022 Annual Fund, L.L.C. · CIK 0001894740 · 10% owner

CLF Partners, LP · CIK 0001732504 · 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 4, 2025 19:44 UTC ConversionSeries C Preferred Stock · Derivative 41,635 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000426 · form4-11052025_121149.xml · derivative · entry 11

Andreessen Horowitz LSV Fund III, L.P. · CIK 0001889367 · 10% owner

Andreessen Horowitz LSV Fund III-B, L.P. · CIK 0001894619 · 10% owner

AH Equity Partners LSV III, L.L.C. · CIK 0001889893 · 10% owner

AH 2022 Annual Fund, L.P. · CIK 0001894744 · 10% owner

AH 2022 ANNUAL FUND-B, L.P. · CIK 0001935421 · 10% owner

AH 2022 ANNUAL FUND-QC, L.P. · CIK 0001924807 · 10% owner

AH Equity Partners 2022 Annual Fund, L.L.C. · CIK 0001894740 · 10% owner

CLF Partners, LP · CIK 0001732504 · 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 4, 2025 19:44 UTC ConversionSeries C Preferred Stock · Derivative 31,226,580 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000426 · form4-11052025_121149.xml · derivative · entry 10

Andreessen Horowitz LSV Fund III, L.P. · CIK 0001889367 · 10% owner

Andreessen Horowitz LSV Fund III-B, L.P. · CIK 0001894619 · 10% owner

AH Equity Partners LSV III, L.L.C. · CIK 0001889893 · 10% owner

AH 2022 Annual Fund, L.P. · CIK 0001894744 · 10% owner

AH 2022 ANNUAL FUND-B, L.P. · CIK 0001935421 · 10% owner

AH 2022 ANNUAL FUND-QC, L.P. · CIK 0001924807 · 10% owner

AH Equity Partners 2022 Annual Fund, L.L.C. · CIK 0001894740 · 10% owner

CLF Partners, LP · CIK 0001732504 · 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 4, 2025 19:44 UTC ConversionSeries C Preferred Stock · Derivative 6,245,316 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000426 · form4-11052025_121149.xml · derivative · entry 9

Andreessen Horowitz LSV Fund III, L.P. · CIK 0001889367 · 10% owner

Andreessen Horowitz LSV Fund III-B, L.P. · CIK 0001894619 · 10% owner

AH Equity Partners LSV III, L.L.C. · CIK 0001889893 · 10% owner

AH 2022 Annual Fund, L.P. · CIK 0001894744 · 10% owner

AH 2022 ANNUAL FUND-B, L.P. · CIK 0001935421 · 10% owner

AH 2022 ANNUAL FUND-QC, L.P. · CIK 0001924807 · 10% owner

AH Equity Partners 2022 Annual Fund, L.L.C. · CIK 0001894740 · 10% owner

CLF Partners, LP · CIK 0001732504 · 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 4, 2025 19:44 UTC ConversionSeries A Preferred Stock · Derivative 603,920 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000426 · form4-11052025_121149.xml · derivative · entry 8

Andreessen Horowitz LSV Fund III, L.P. · CIK 0001889367 · 10% owner

Andreessen Horowitz LSV Fund III-B, L.P. · CIK 0001894619 · 10% owner

AH Equity Partners LSV III, L.L.C. · CIK 0001889893 · 10% owner

AH 2022 Annual Fund, L.P. · CIK 0001894744 · 10% owner

AH 2022 ANNUAL FUND-B, L.P. · CIK 0001935421 · 10% owner

AH 2022 ANNUAL FUND-QC, L.P. · CIK 0001924807 · 10% owner

AH Equity Partners 2022 Annual Fund, L.L.C. · CIK 0001894740 · 10% owner

CLF Partners, LP · CIK 0001732504 · 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 4, 2025 19:44 UTC ConversionSeries Seed Preferred Stock · Derivative 765,736 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000426 · form4-11052025_121149.xml · derivative · entry 7

Andreessen Horowitz LSV Fund III, L.P. · CIK 0001889367 · 10% owner

Andreessen Horowitz LSV Fund III-B, L.P. · CIK 0001894619 · 10% owner

AH Equity Partners LSV III, L.L.C. · CIK 0001889893 · 10% owner

AH 2022 Annual Fund, L.P. · CIK 0001894744 · 10% owner

AH 2022 ANNUAL FUND-B, L.P. · CIK 0001935421 · 10% owner

AH 2022 ANNUAL FUND-QC, L.P. · CIK 0001924807 · 10% owner

AH Equity Partners 2022 Annual Fund, L.L.C. · CIK 0001894740 · 10% owner

CLF Partners, LP · CIK 0001732504 · 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 4, 2025 19:44 UTC ConversionClass A Common Stock 10,408,860 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000426 · form4-11052025_121149.xml · nonDerivative · entry 6

Andreessen Horowitz LSV Fund III, L.P. · CIK 0001889367 · 10% owner

Andreessen Horowitz LSV Fund III-B, L.P. · CIK 0001894619 · 10% owner

AH Equity Partners LSV III, L.L.C. · CIK 0001889893 · 10% owner

AH 2022 Annual Fund, L.P. · CIK 0001894744 · 10% owner

AH 2022 ANNUAL FUND-B, L.P. · CIK 0001935421 · 10% owner

AH 2022 ANNUAL FUND-QC, L.P. · CIK 0001924807 · 10% owner

AH Equity Partners 2022 Annual Fund, L.L.C. · CIK 0001894740 · 10% owner

CLF Partners, LP · CIK 0001732504 · 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 4, 2025 19:44 UTC ConversionClass A Common Stock 17,001 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000426 · form4-11052025_121149.xml · nonDerivative · entry 5

Andreessen Horowitz LSV Fund III, L.P. · CIK 0001889367 · 10% owner

Andreessen Horowitz LSV Fund III-B, L.P. · CIK 0001894619 · 10% owner

AH Equity Partners LSV III, L.L.C. · CIK 0001889893 · 10% owner

AH 2022 Annual Fund, L.P. · CIK 0001894744 · 10% owner

AH 2022 ANNUAL FUND-B, L.P. · CIK 0001935421 · 10% owner

AH 2022 ANNUAL FUND-QC, L.P. · CIK 0001924807 · 10% owner

AH Equity Partners 2022 Annual Fund, L.L.C. · CIK 0001894740 · 10% owner

CLF Partners, LP · CIK 0001732504 · 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 4, 2025 19:44 UTC ConversionClass A Common Stock 2,081,772 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000426 · form4-11052025_121149.xml · nonDerivative · entry 4

Andreessen Horowitz LSV Fund III, L.P. · CIK 0001889367 · 10% owner

Andreessen Horowitz LSV Fund III-B, L.P. · CIK 0001894619 · 10% owner

AH Equity Partners LSV III, L.L.C. · CIK 0001889893 · 10% owner

AH 2022 Annual Fund, L.P. · CIK 0001894744 · 10% owner

AH 2022 ANNUAL FUND-B, L.P. · CIK 0001935421 · 10% owner

AH 2022 ANNUAL FUND-QC, L.P. · CIK 0001924807 · 10% owner

AH Equity Partners 2022 Annual Fund, L.L.C. · CIK 0001894740 · 10% owner

CLF Partners, LP · CIK 0001732504 · 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.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 19:44 UTC ConversionClass A Common Stock 607,161 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000426 · form4-11052025_121149.xml · nonDerivative · entry 3

Andreessen Horowitz LSV Fund III, L.P. · CIK 0001889367 · 10% owner

Andreessen Horowitz LSV Fund III-B, L.P. · CIK 0001894619 · 10% owner

AH Equity Partners LSV III, L.L.C. · CIK 0001889893 · 10% owner

AH 2022 Annual Fund, L.P. · CIK 0001894744 · 10% owner

AH 2022 ANNUAL FUND-B, L.P. · CIK 0001935421 · 10% owner

AH 2022 ANNUAL FUND-QC, L.P. · CIK 0001924807 · 10% owner

AH Equity Partners 2022 Annual Fund, L.L.C. · CIK 0001894740 · 10% owner

CLF Partners, LP · CIK 0001732504 · 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.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 19:44 UTC ConversionClass A Common Stock 4,305,906 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000426 · form4-11052025_121149.xml · nonDerivative · entry 2

Andreessen Horowitz LSV Fund III, L.P. · CIK 0001889367 · 10% owner

Andreessen Horowitz LSV Fund III-B, L.P. · CIK 0001894619 · 10% owner

AH Equity Partners LSV III, L.L.C. · CIK 0001889893 · 10% owner

AH 2022 Annual Fund, L.P. · CIK 0001894744 · 10% owner

AH 2022 ANNUAL FUND-B, L.P. · CIK 0001935421 · 10% owner

AH 2022 ANNUAL FUND-QC, L.P. · CIK 0001924807 · 10% owner

AH Equity Partners 2022 Annual Fund, L.L.C. · CIK 0001894740 · 10% owner

CLF Partners, LP · CIK 0001732504 · 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.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 19:44 UTC ConversionClass A Common Stock 6,757,090 Not disclosed Not disclosed
Disclosure

SEC source: 0001231919-25-000426 · form4-11052025_121149.xml · nonDerivative · entry 1

Andreessen Horowitz LSV Fund III, L.P. · CIK 0001889367 · 10% owner

Andreessen Horowitz LSV Fund III-B, L.P. · CIK 0001894619 · 10% owner

AH Equity Partners LSV III, L.L.C. · CIK 0001889893 · 10% owner

AH 2022 Annual Fund, L.P. · CIK 0001894744 · 10% owner

AH 2022 ANNUAL FUND-B, L.P. · CIK 0001935421 · 10% owner

AH 2022 ANNUAL FUND-QC, L.P. · CIK 0001924807 · 10% owner

AH Equity Partners 2022 Annual Fund, L.L.C. · CIK 0001894740 · 10% owner

CLF Partners, LP · CIK 0001732504 · 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.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:11 UTC ConversionSeries G-1 Preferred Stock · Derivative 600,821 Not disclosed Not disclosed
Disclosure

SEC source: 0001813938-25-000006 · form4-11042025_101152.xml · derivative · entry 8

Janmohamed Arif · CIK 0001813938 · Director

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 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 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 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 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 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. The Reporting Person is a manager of LUGP Strategic and shares voting and dispositive power with respect to the shares held by Strategic. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:11 UTC ConversionSeries G-1 Preferred Stock · Derivative 200,273 Not disclosed Not disclosed
Disclosure

SEC source: 0001813938-25-000006 · form4-11042025_101152.xml · derivative · entry 7

Janmohamed Arif · CIK 0001813938 · Director

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 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 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 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 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 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. The Reporting Person is a director of LUGP Opportunity and shares voting and dispositive power with respect to the shares held by Opportunity. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:11 UTC ConversionSeries F Preferred Stock · Derivative 649,200 Not disclosed Not disclosed
Disclosure

SEC source: 0001813938-25-000006 · form4-11042025_101152.xml · derivative · entry 6

Janmohamed Arif · CIK 0001813938 · Director

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 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 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 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 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 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. The Reporting Person is a director of LUGP Opportunity and shares voting and dispositive power with respect to the shares held by Opportunity. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:11 UTC ConversionSeries E Preferred Stock · Derivative 1,148,606 Not disclosed Not disclosed
Disclosure

SEC source: 0001813938-25-000006 · form4-11042025_101152.xml · derivative · entry 5

Janmohamed Arif · CIK 0001813938 · Director

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 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 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 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 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 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. The Reporting Person is a manager of LUGP Strategic and shares voting and dispositive power with respect to the shares held by Strategic. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:11 UTC ConversionSeries E Preferred Stock · Derivative 5,249,132 Not disclosed Not disclosed
Disclosure

SEC source: 0001813938-25-000006 · form4-11042025_101152.xml · derivative · entry 4

Janmohamed Arif · CIK 0001813938 · Director

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 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 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 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 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 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. The Reporting Person is a director of LUGP Opportunity and shares voting and dispositive power with respect to the shares held by Opportunity. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:11 UTC ConversionSeries D Preferred Stock · Derivative 7,287,940 Not disclosed Not disclosed
Disclosure

SEC source: 0001813938-25-000006 · form4-11042025_101152.xml · derivative · entry 3

Janmohamed Arif · CIK 0001813938 · Director

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 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 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 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 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 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. The Reporting Person is a director of LUGP Opportunity and shares voting and dispositive power with respect to the shares held by Opportunity. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:11 UTC ConversionClass A Common Stock 587,965 Not disclosed Not disclosed
Disclosure

SEC source: 0001813938-25-000006 · form4-11042025_101152.xml · nonDerivative · entry 2

Janmohamed Arif · CIK 0001813938 · Director

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 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 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. The Reporting Person is a manager of LUGP Strategic and shares voting and dispositive power with respect to the shares held by Strategic. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:11 UTC ConversionClass A Common Stock 4,478,486 Not disclosed Not disclosed
Disclosure

SEC source: 0001813938-25-000006 · form4-11042025_101152.xml · nonDerivative · entry 1

Janmohamed Arif · CIK 0001813938 · Director

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 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 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. The Reporting Person is a director of LUGP Opportunity and shares voting and dispositive power with respect to the shares held by Opportunity. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:10 UTC OtherWarrant (Right to Buy) · Derivative 4,708 $0.00 Strike: $0.03 $0.00
Disclosure

SEC source: 0001753516-25-000007 · form4-11042025_101120.xml · derivative · entry 10

Kaveripatnam Sandesh · CIK 0001753516 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,708 shares

Expires not disclosed

F6 · price: These warrants were exercised upon the closing of the IPO pursuant to an irrevocable commitment by the holder.

F6 · derivative.exercise_date: These warrants were exercised upon the closing of the IPO pursuant to an irrevocable commitment by the holder.

F6 · derivative.expiration_date: These warrants were exercised upon the closing of the IPO pursuant to an irrevocable commitment by the holder.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:10 UTC OtherWarrant (Right to Buy) · Derivative 784,685 $0.00 Strike: $0.03 $0.00
Disclosure

SEC source: 0001753516-25-000007 · form4-11042025_101120.xml · derivative · entry 9

Kaveripatnam Sandesh · CIK 0001753516 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Napean Trading and Investment Company (Singapore) PTE. LTC

Disclosed balance after: 0

Underlying: Class A Common Stock · 784,685 shares

Expires not disclosed

F6 · derivative.exercise_date: These warrants were exercised upon the closing of the IPO pursuant to an irrevocable commitment by the holder.

F6 · derivative.expiration_date: These warrants were exercised upon the closing of the IPO pursuant to an irrevocable commitment by the holder.

F3 · ownership.nature: These securities are held by Napean Trading and Investment Company (Singapore) Pte Ltd ("Napean Singapore"), an entity within PI. The Reporting Person is employed by PI International Holdings LLC, an entity within PI, and is a managing partner within PI. The Reporting Person disclaims beneficial ownership of the securities held by Napean Singapore except to the extent of his pecuniary interest, if any, therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:10 UTC ConversionSimple Agreement for Future Equity · Derivative Not disclosed $0.00 $600,000.00
Disclosure

SEC source: 0001753516-25-000007 · form4-11042025_101120.xml · derivative · entry 8

Kaveripatnam Sandesh · CIK 0001753516 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 30,537 shares

Expires not disclosed

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

F5 · derivative.exercise_price: This Simple Agreement for Future Equity in the principal amount of $600,000, plus accrued interest thereon in the aggregate amount of $48,920.55, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date.

F5 · reported_value: This Simple Agreement for Future Equity in the principal amount of $600,000, plus accrued interest thereon in the aggregate amount of $48,920.55, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date.

F5 · derivative.exercise_date: This Simple Agreement for Future Equity in the principal amount of $600,000, plus accrued interest thereon in the aggregate amount of $48,920.55, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date.

F5 · derivative.expiration_date: This Simple Agreement for Future Equity in the principal amount of $600,000, plus accrued interest thereon in the aggregate amount of $48,920.55, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:10 UTC ConversionSimple Agreement for Future Equity · Derivative Not disclosed $0.00 $100,000,000.00
Disclosure

SEC source: 0001753516-25-000007 · form4-11042025_101120.xml · derivative · entry 7

Kaveripatnam Sandesh · CIK 0001753516 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Napean Trading and Investment Company (Singapore) PTE. LTC.

Disclosed balance after: 0

Underlying: Class A Common Stock · 5,089,572 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.

F4 · derivative.exercise_price: This Simple Agreement for Future Equity in the principal amount of $100,000,000, plus accrued interest thereon in the aggregate amount of $8,153,424.66, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date.

F4 · reported_value: This Simple Agreement for Future Equity in the principal amount of $100,000,000, plus accrued interest thereon in the aggregate amount of $8,153,424.66, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date.

F4 · derivative.exercise_date: This Simple Agreement for Future Equity in the principal amount of $100,000,000, plus accrued interest thereon in the aggregate amount of $8,153,424.66, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date.

F4 · derivative.expiration_date: This Simple Agreement for Future Equity in the principal amount of $100,000,000, plus accrued interest thereon in the aggregate amount of $8,153,424.66, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date.

F3 · ownership.nature: These securities are held by Napean Trading and Investment Company (Singapore) Pte Ltd ("Napean Singapore"), an entity within PI. The Reporting Person is employed by PI International Holdings LLC, an entity within PI, and is a managing partner within PI. The Reporting Person disclaims beneficial ownership of the securities held by Napean Singapore except to the extent of his pecuniary interest, if any, therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:10 UTC ConversionSeries G-1 Preferred Stock · Derivative 8,010,958 $0.00 $0.00
Disclosure

SEC source: 0001753516-25-000007 · form4-11042025_101120.xml · derivative · entry 6

Kaveripatnam Sandesh · CIK 0001753516 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By PI Opportunities Fund II

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,705,707 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 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 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 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: These securities are held by PI Opportunities Fund II ("PI Fund II"), a fund within the Premji Invest Group ("PI"). The Reporting Person is employed by PI International Holdings LLC, an entity within PI, and is a managing partner within PI. The Reporting Person disclaims beneficial ownership of the securities held by PI Fund II except to the extent of his pecuniary interest, if any, therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:10 UTC OtherClass A Common Stock 4,708 $0.03 $141.24
Disclosure

SEC source: 0001753516-25-000007 · form4-11042025_101120.xml · nonDerivative · entry 5

Kaveripatnam Sandesh · CIK 0001753516 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,245

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:10 UTC OtherClass A Common Stock 784,685 $0.03 $23,540.55
Disclosure

SEC source: 0001753516-25-000007 · form4-11042025_101120.xml · nonDerivative · entry 4

Kaveripatnam Sandesh · CIK 0001753516 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Napean Trading and Investment Company (Singapore) PTE. LTC.

Disclosed balance after: 5,874,257

F3 · ownership.nature: These securities are held by Napean Trading and Investment Company (Singapore) Pte Ltd ("Napean Singapore"), an entity within PI. The Reporting Person is employed by PI International Holdings LLC, an entity within PI, and is a managing partner within PI. The Reporting Person disclaims beneficial ownership of the securities held by Napean Singapore except to the extent of his pecuniary interest, if any, therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:10 UTC ConversionClass A Common Stock 30,537 $21.25 $648,911.25
Disclosure

SEC source: 0001753516-25-000007 · form4-11042025_101120.xml · nonDerivative · entry 3

Kaveripatnam Sandesh · CIK 0001753516 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,537

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.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:10 UTC ConversionClass A Common Stock 5,089,572 $21.25 $108,153,405.00
Disclosure

SEC source: 0001753516-25-000007 · form4-11042025_101120.xml · nonDerivative · entry 2

Kaveripatnam Sandesh · CIK 0001753516 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Napean Trading and Investment Company (Singapore) PTE. LTC.

Disclosed balance after: 5,089,572

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 · ownership.nature: These securities are held by Napean Trading and Investment Company (Singapore) Pte Ltd ("Napean Singapore"), an entity within PI. The Reporting Person is employed by PI International Holdings LLC, an entity within PI, and is a managing partner within PI. The Reporting Person disclaims beneficial ownership of the securities held by Napean Singapore except to the extent of his pecuniary interest, if any, therein.

Read SEC document
October 31, 2025 Filed Nov 4, 2025 22:10 UTC ConversionClass A Common Stock 2,705,707 Not disclosed Not disclosed
Disclosure

SEC source: 0001753516-25-000007 · form4-11042025_101120.xml · nonDerivative · entry 1

Kaveripatnam Sandesh · CIK 0001753516 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By PI Opportunities Fund II

Disclosed balance after: 2,705,707

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 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: These securities are held by PI Opportunities Fund II ("PI Fund II"), a fund within the Premji Invest Group ("PI"). The Reporting Person is employed by PI International Holdings LLC, an entity within PI, and is a managing partner within PI. The Reporting Person disclaims beneficial ownership of the securities held by PI Fund II except to the extent of his pecuniary interest, if any, therein.

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:45 UTC
Giviskos Anne MaryChief Accounting Officer
Tax withholdingClass A Common Stock 11,267 $0.00 $0.00
Disclosure

SEC source: 0002094424-25-000007 · form4-11012025_121107.xml · nonDerivative · entry 1

Giviskos Anne Mary · CIK 0002094424 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,765

F1 · kind: Represents shares withheld to satisfy tax withholding obligations on the vesting of restricted stock units ("RSUs") prior to the open of trading on October 30, 2025, which settlement date was determined by the Issuer's board of directors, to satisfy the tax obligation realized upon vesting of such RSUs.

F2 · balance_after: Includes 88,782 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting.

Read SEC document
October 30, 2025 Filed Nov 1, 2025 00:43 UTC
Butte AmyChief Financial Officer
Tax withholdingClass A Common Stock 160,047 $0.00 $0.00
Disclosure

SEC source: 0001354540-25-000010 · form4-11012025_121112.xml · nonDerivative · entry 1

Butte Amy · CIK 0001354540 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 794,065

F1 · kind: Represents shares withheld to satisfy tax withholding obligations on the vesting of restricted stock units ("RSUs") prior to the open of trading on October 30, 2025, which settlement date was determined by the Issuer's board of directors, to satisfy the tax obligation realized upon vesting of such RSUs.

F2 · balance_after: Includes 655,952 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting.

Read SEC document
October 29, 2025 Filed Nov 1, 2025 00:43 UTC
Butte AmyChief Financial Officer
GrantStock Option (Right to Buy) · Derivative 657,259 $0.00 Strike: $25.00 $0.00
Disclosure

SEC source: 0001354540-25-000010 · form4-11012025_121112.xml · derivative · entry 2

Butte Amy · CIK 0001354540 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 657,259

Underlying: Class A Common Stock · 657,259 shares

Expires 2035-10-28

F3 · derivative.exercise_date: The shares subject to the stock option vests with respect to 25% of the shares subject to the stock option on the first anniversary of the vesting commencement date, and the remaining 75% of the shares subject to the stock option vest in equal monthly installments over the following three years, subject to Reporting Person's continued service through each applicable vesting date.

Read SEC document

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