PCOR

SEC source: 0000950170-25-087586 · ownership.xml · nonDerivative · entry 2

ICONIQ Strategic Partners II GP, L.P. · CIK 0001702932 · 10% owner

ICONIQ Strategic Partners II TT GP, Ltd · CIK 0001702831 · 10% owner

ICONIQ Strategic Partners III GP, L.P. · CIK 0001766963 · 10% owner

ICONIQ Strategic Partners III TT GP, Ltd. · CIK 0001788796 · 10% owner

Makan Divesh · CIK 0001688143 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By ICONIQ Strategic Partners III GP, L.P.

Disclosed balance after: 0

F5 · kind: On May 22, 2025, ICONIQ III GP distributed, for no consideration, in the aggregate 22,310 shares of the Issuer's Common Stock received in prior distributions (the "ICONIQ III GP Shares") to its limited partner, representing such partner's pro rata interest in such ICONIQ II GP Shares. The aforementioned distributions was made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F2 · price: ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ II Parent GP") is the sole general partner of ICONIQ II GP. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ III GP") is the sole general partner of each of ICONIQ Strategic Partners III, L.P. ("ICONIQ III"), ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B") and ICONIQ Strategic Partners III Co-Invest, L.P., Series P ("ICONIQ III Co-Invest"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners IV GP, L.P. ("ICONIQ IV GP") is the sole general partner of each of ICONIQ Strategic Partners IV, L.P. ("ICONIQ IV"), ICONIQ Strategic Partners IV-B, L.P. ("ICONIQ IV-B") and ICONIQ Strategic Partners IV Co-Invest, L.P., Series P ("ICONIQ IV Co-Invest"). ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP.

F2 · ownership.direct: ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ II Parent GP") is the sole general partner of ICONIQ II GP. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ III GP") is the sole general partner of each of ICONIQ Strategic Partners III, L.P. ("ICONIQ III"), ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B") and ICONIQ Strategic Partners III Co-Invest, L.P., Series P ("ICONIQ III Co-Invest"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners IV GP, L.P. ("ICONIQ IV GP") is the sole general partner of each of ICONIQ Strategic Partners IV, L.P. ("ICONIQ IV"), ICONIQ Strategic Partners IV-B, L.P. ("ICONIQ IV-B") and ICONIQ Strategic Partners IV Co-Invest, L.P., Series P ("ICONIQ IV Co-Invest"). ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP.

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ Strategic Partners V, L.P. ("ICONIQ V") and ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. ICONIQ Strategic Partners VI GP, L.P. ("ICONIQ VI GP") is the sole general partner of each of ICONIQ Strategic Partners VI, L.P. ("ICONIQ VI") and ICONIQ Strategic Partners VI-B, L.P. ("ICONIQ VI-B"). ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP.

F4 · ownership.direct: (continued) Divesh Makan ("Makan") and William J.G. Griffith ("Griffith") are the sole equity holders of each of ICONIQ II Parent GP and ICONIQ III Parent GP. Makan, Griffith and Matthew Jacobson ("Jacobson") are the sole equity holders of each of ICONIQ IV Parent GP, ICONIQ V Parent GP and ICONIQ VI Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ IV GP, ICONIQ IV Parent GP, ICONIQ V GP, ICONIQ V Parent GP, ICONIQ VI GP, ICONIQ VI Parent GP, Makan, Griffith and Jacobson disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of its or his pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

SEC source: 0000950170-25-087586 · ownership.xml · nonDerivative · entry 1

ICONIQ Strategic Partners II GP, L.P. · CIK 0001702932 · 10% owner

ICONIQ Strategic Partners II TT GP, Ltd · CIK 0001702831 · 10% owner

ICONIQ Strategic Partners III GP, L.P. · CIK 0001766963 · 10% owner

ICONIQ Strategic Partners III TT GP, Ltd. · CIK 0001788796 · 10% owner

Makan Divesh · CIK 0001688143 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By ICONIQ Strategic Partners II GP, L.P.

Disclosed balance after: 0

F1 · kind: On May 22, 2025, ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP") distributed, for no consideration, in the aggregate 91,009 shares of the Issuer's Common Stock received in prior distributions (the "ICONIQ II GP Shares") to its limited partner, representing such partner's pro rata interest in such ICONIQ II GP Shares. The aforementioned distributions was made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended (the "Exchange Act").

F1 · price: On May 22, 2025, ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP") distributed, for no consideration, in the aggregate 91,009 shares of the Issuer's Common Stock received in prior distributions (the "ICONIQ II GP Shares") to its limited partner, representing such partner's pro rata interest in such ICONIQ II GP Shares. The aforementioned distributions was made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended (the "Exchange Act").

F2 · ownership.direct: ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ II Parent GP") is the sole general partner of ICONIQ II GP. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ III GP") is the sole general partner of each of ICONIQ Strategic Partners III, L.P. ("ICONIQ III"), ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B") and ICONIQ Strategic Partners III Co-Invest, L.P., Series P ("ICONIQ III Co-Invest"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners IV GP, L.P. ("ICONIQ IV GP") is the sole general partner of each of ICONIQ Strategic Partners IV, L.P. ("ICONIQ IV"), ICONIQ Strategic Partners IV-B, L.P. ("ICONIQ IV-B") and ICONIQ Strategic Partners IV Co-Invest, L.P., Series P ("ICONIQ IV Co-Invest"). ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP.

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ Strategic Partners V, L.P. ("ICONIQ V") and ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. ICONIQ Strategic Partners VI GP, L.P. ("ICONIQ VI GP") is the sole general partner of each of ICONIQ Strategic Partners VI, L.P. ("ICONIQ VI") and ICONIQ Strategic Partners VI-B, L.P. ("ICONIQ VI-B"). ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP.

F4 · ownership.direct: (continued) Divesh Makan ("Makan") and William J.G. Griffith ("Griffith") are the sole equity holders of each of ICONIQ II Parent GP and ICONIQ III Parent GP. Makan, Griffith and Matthew Jacobson ("Jacobson") are the sole equity holders of each of ICONIQ IV Parent GP, ICONIQ V Parent GP and ICONIQ VI Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ IV GP, ICONIQ IV Parent GP, ICONIQ V GP, ICONIQ V Parent GP, ICONIQ VI GP, ICONIQ VI Parent GP, Makan, Griffith and Jacobson disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of its or his pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

SEC source: 0001628280-25-027415 · wk-form4_1747962354.xml · derivative · entry 7

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 933,916

Underlying: Common Stock · 43,000 shares

Expires 2026-11-10

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_date: The shares subject to the option vested in 60 equal monthly installments, beginning on March 5, 2016, and subject to continued service through each applicable vesting date.

SEC source: 0001628280-25-027415 · wk-form4_1747962354.xml · nonDerivative · entry 2

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 837,619

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.

SEC source: 0001628280-25-027418 · wk-form4_1747962482.xml · nonDerivative · entry 2

Fu Howard · CIK 0001971222 · CFO & Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 199,067

F3 · kind: Shares sold pursuant to a 10b5-1 plan dated November 15, 2024.

SEC source: 0001628280-25-027417 · wk-form4_1747962436.xml · nonDerivative · entry 2

Singer Benjamin C · CIK 0001710257 · Chief Legal Officer; Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 102,057

F3 · kind: Shares sold pursuant to a 10b5-1 plan dated August 15, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $68.53 to $69.14, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

SEC source: 0001628280-25-027420 · wk-form4_1747962632.xml · nonDerivative · entry 1

Stack Lawrence Joseph · CIK 0002011273 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 210,788

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting of restricted stock units.

SEC source: 0001628280-25-027419 · wk-form4_1747962512.xml · nonDerivative · entry 1

Davis Steven Scott · CIK 0001942011 · President Product & Technology

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 215,554

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting of restricted stock units.

SEC source: 0001628280-25-027416 · wk-form4_1747962397.xml · nonDerivative · entry 1

Fleming William Fred Jr · CIK 0001805695 · SVP, Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,139

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting of restricted stock units.

F2 · balance_after: Includes 225 shares purchased through the Issuer's employee stock purchase plan on May 15, 2025.

SEC source: 0001628280-25-027415 · wk-form4_1747962354.xml · nonDerivative · entry 1

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 794,619

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting of restricted stock units.

SEC source: 0001628280-25-027418 · wk-form4_1747962482.xml · nonDerivative · entry 1

Fu Howard · CIK 0001971222 · CFO & Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 199,864

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting of restricted stock units.

F2 · balance_after: Includes 362 shares purchased through the Issuer's employee stock purchase plan on May 15, 2025.

SEC source: 0001628280-25-027417 · wk-form4_1747962436.xml · nonDerivative · entry 1

Singer Benjamin C · CIK 0001710257 · Chief Legal Officer; Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 106,260

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting of restricted stock units.

F2 · balance_after: Includes 215 shares purchased through the Issuer's employee stock purchase plan on May 15, 2025.

SEC source: 0001628280-25-026362 · wk-form4_1747443681.xml · nonDerivative · entry 3

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,185,208

F1 · kind: These shares sold pursuant to a 10b5-1 plan dated November 21, 2024.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $71.42 to $71.80, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

SEC source: 0001628280-25-026362 · wk-form4_1747443681.xml · nonDerivative · entry 2

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,186,190

F1 · kind: These shares sold pursuant to a 10b5-1 plan dated November 21, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $70.42 to $71.32, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

SEC source: 0001628280-25-026362 · wk-form4_1747443681.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,192,900

F1 · kind: These shares sold pursuant to a 10b5-1 plan dated November 21, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $71.79 to $72.54, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

SEC source: 0001628280-25-026141 · wk-form4_1747357303.xml · nonDerivative · entry 1

Bueker Kathryn · CIK 0001741660 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,932

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $72.43 to $72.49, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

SEC source: 0001628280-25-025277 · wk-form4_1747185403.xml · nonDerivative · entry 1

Stack Lawrence Joseph · CIK 0002011273 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,868

SEC source: 0001628280-25-020105 · wk-form4_1745629449.xml · nonDerivative · entry 1

Fu Howard · CIK 0001971222 · CFO & Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 206,704

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated November 15, 2024.

SEC source: 0001628280-25-018100 · wk-form4_1744851638.xml · nonDerivative · entry 1

Fu Howard · CIK 0001971222 · CFO & Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 208,184

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated November 15, 2024.

SEC source: 0001106321-25-000003 · wk-form4_1744419724.xml · nonDerivative · entry 4

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,200,592

F1 · kind: These shares sold pursuant to a 10b5-1 plan dated November 21, 2024.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $60.86 to $61.61, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

SEC source: 0001106321-25-000003 · wk-form4_1744419724.xml · nonDerivative · entry 3

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,202,950

F1 · kind: These shares sold pursuant to a 10b5-1 plan dated November 21, 2024.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $59.84 to $60.835, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

SEC source: 0001106321-25-000003 · wk-form4_1744419724.xml · nonDerivative · entry 2

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,208,284

F1 · kind: These shares sold pursuant to a 10b5-1 plan dated November 21, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $57.18 to $57.41, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

SEC source: 0001106321-25-000003 · wk-form4_1744419724.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,209,339

F1 · kind: These shares sold pursuant to a 10b5-1 plan dated November 21, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $56.145 to $57.03, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

SEC source: 0001415889-25-009790 · form4-04022025_080413.xml · nonDerivative · entry 1

Stack Lawrence Joseph · CIK 0002011273 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,868

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units (the "RSUs"). One-sixteenth (1/16th) of the RSUs vest quarterly on each February 20, May 20, August 20 and November 20 (each, a "Company Vesting Date"), beginning with the first Company Vesting Date following the vesting commencement date of February 20, 2025, and subject to the Reporting Person's continued service through each Company Vesting Date.

SEC source: 0001415889-25-009789 · form4-04022025_080410.xml · nonDerivative · entry 1

Davis Steven Scott · CIK 0001942011 · PRESIDENT PRODUCT & TECHNOLOGY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 225,074

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units (the "RSUs"). One-sixteenth (1/16th) of the RSUs vest quarterly on each February 20, May 20, August 20 and November 20 (each, a "Company Vesting Date"), beginning with the first Company Vesting Date following the vesting commencement date of February 20, 2025, and subject to the Reporting Person's continued service through each Company Vesting Date.

SEC source: 0001415889-25-009792 · form4-04022025_080419.xml · nonDerivative · entry 1

Fleming William Fred Jr · CIK 0001805695 · SVP, Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,054

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units (the "RSUs"). One-sixteenth (1/16th) of the RSUs vest quarterly on each February 20, May 20, August 20 and November 20 (each, a "Company Vesting Date"), beginning with the first Company Vesting Date following the vesting commencement date of February 20, 2025, and subject to the Reporting Person's continued service through each Company Vesting Date.

SEC source: 0001415889-25-009787 · form4-04022025_080404.xml · nonDerivative · entry 1

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 815,616

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units (the "RSUs"). One-sixteenth (1/16th) of the RSUs vest quarterly on each February 20, May 20, August 20 and November 20 (each, a "Company Vesting Date"), beginning with the first Company Vesting Date following the vesting commencement date of February 20, 2025, and subject to the Reporting Person's continued service through each Company Vesting Date.

SEC source: 0001415889-25-009791 · form4-04022025_080417.xml · nonDerivative · entry 1

Singer Benjamin C · CIK 0001710257 · Chief Legal Officer; Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,641

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units (the "RSUs"). One-sixteenth (1/16th) of the RSUs vest quarterly on each February 20, May 20, August 20 and November 20 (each, a "Company Vesting Date"), beginning with the first Company Vesting Date following the vesting commencement date of February 20, 2025, and subject to the Reporting Person's continued service through each Company Vesting Date.

SEC source: 0001415889-25-009788 · form4-04022025_080407.xml · nonDerivative · entry 1

Fu Howard · CIK 0001971222 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 209,400

F1 · shares: Represents shares of common stock issuable upon the settlement of restricted stock units (the "RSUs"). One-sixteenth (1/16th) of the RSUs vest quarterly on each February 20, May 20, August 20 and November 20 (each, a "Company Vesting Date"), beginning with the first Company Vesting Date following the vesting commencement date of February 20, 2025, and subject to the Reporting Person's continued service through each Company Vesting Date.

SEC source: 0001415889-25-008817 · form4-03212025_080302.xml · nonDerivative · entry 1

Fu Howard · CIK 0001971222 · CFO & Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 144,713

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated November 15, 2024.

SEC source: 0001415889-25-008163 · form4-03142025_110355.xml · nonDerivative · entry 4

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 1,215,984

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated November 27, 2023.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $66.83 to $67.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

SEC source: 0001415889-25-008151 · form4-03142025_090340.xml · nonDerivative · entry 1

Fu Howard · CIK 0001971222 · CFO & Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 146,160

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated November 15, 2024.

SEC source: 0001415889-25-008163 · form4-03142025_110355.xml · nonDerivative · entry 3

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 1,221,112

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated November 27, 2023.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $67.75 to $68.34, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

SEC source: 0001415889-25-008163 · form4-03142025_110355.xml · nonDerivative · entry 2

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 1,226,240

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated November 27, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $67.28 to $67.98, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

SEC source: 0001415889-25-008163 · form4-03142025_110355.xml · nonDerivative · entry 1

O CONNOR KEVIN J · CIK 0001106321 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See footnote

Disclosed balance after: 1,228,015

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated November 27, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $66.275 to $67.19, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · ownership.nature: These shares are held by the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

SEC source: 0001415889-25-007105 · form4-03052025_080312.xml · nonDerivative · entry 1

Fu Howard · CIK 0001971222 · CFO & Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 147,350

F1 · kind: Shares sold pursuant to a 10b5-1 plan dated November 15, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $76.68 to $77.295, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

SEC source: 0001415889-25-005215 · form4-02222025_010216.xml · nonDerivative · entry 2

Stack Lawrence Joseph · CIK 0002011273 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 161,368

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $82.48 to $83.22, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

SEC source: 0001415889-25-005214 · form4-02222025_010236.xml · nonDerivative · entry 3

Davis Steven Scott · CIK 0001942011 · PRESIDENT PRODUCT & TECHNOLOGY

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 156,793

F2 · kind: Shares sold pursuant to a 10b5-1 plan dated March 15, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $83.89 to $84.44, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

SEC source: 0001415889-25-005214 · form4-02222025_010236.xml · nonDerivative · entry 2

Davis Steven Scott · CIK 0001942011 · PRESIDENT PRODUCT & TECHNOLOGY

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 159,871

F2 · kind: Shares sold pursuant to a 10b5-1 plan dated March 15, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $82.89 to $83.74, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

SEC source: 0001415889-25-005216 · form4-02222025_010243.xml · nonDerivative · entry 3

Singer Benjamin C · CIK 0001710257 · Chief Legal Officer; Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 72,110

F2 · kind: Shares sold pursuant to a 10b5-1 plan dated August 15, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $84.00 to $84.44, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

SEC source: 0001415889-25-005216 · form4-02222025_010243.xml · nonDerivative · entry 2

Singer Benjamin C · CIK 0001710257 · Chief Legal Officer; Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 73,852

F2 · kind: Shares sold pursuant to a 10b5-1 plan dated August 15, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold at prices ranging from $82.95 to $83.89, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

SEC source: 0001415889-25-004991 · form4-02212025_020257.xml · nonDerivative · entry 2

Courtemanche Craig F. Jr. · CIK 0001805735 · Director · CEO & President · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 722,179

F2 · shares: Represents shares withheld by the issuer to satisfy a tax obligation realized by the reporting person upon the vesting of restricted stock units.

SEC source: 0001415889-25-005215 · form4-02222025_010216.xml · nonDerivative · entry 1

Stack Lawrence Joseph · CIK 0002011273 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,368

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting of restricted stock units.

SEC source: 0001415889-25-005214 · form4-02222025_010236.xml · nonDerivative · entry 1

Davis Steven Scott · CIK 0001942011 · PRESIDENT PRODUCT & TECHNOLOGY

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 168,170

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting of restricted stock units.

SEC source: 0001415889-25-005213 · form4-02222025_010201.xml · nonDerivative · entry 1

Fleming William Fred Jr · CIK 0001805695 · SVP, Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,647

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting of restricted stock units.

SEC source: 0000950170-25-024905 · ownership.xml · nonDerivative · entry 9

ICONIQ STRATEGIC PARTNERS II, L.P. · CIK 0001619710 · 10% owner

ICONIQ Strategic Partners III, L.P. · CIK 0001678064 · 10% owner

ICONIQ Strategic Partners III-B, L.P. · CIK 0001678109 · 10% owner

ICONIQ STRATEGIC PARTNERS III CO-INVEST L.P. SERIES P · CIK 0001711898 · 10% owner

ICONIQ Strategic Partners III GP, L.P. · CIK 0001766963 · 10% owner

ICONIQ Strategic Partners III TT GP, Ltd. · CIK 0001788796 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By ICONIQ Strategic Partners II Co-Invest, L.P., P Series

Disclosed balance after: 0

F3 · ownership.direct: ICONIQ II GP is the sole general partner of each of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") and ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest"). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ II Parent GP") is the sole general partner of ICONIQ II GP. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ III GP") is the sole general partner of each of ICONIQ Strategic Partners III, L.P. ("ICONIQ III"), ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B") and ICONIQ Strategic Partners III Co-Invest, L.P., Series P ("ICONIQ III Co-Invest"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners IV GP, L.P. ("ICONIQ IV GP") is the sole general partner of each of ICONIQ Strategic Partners IV, L.P. ("ICONIQ IV"), ICONIQ Strategic Partners IV-B, L.P. ("ICONIQ IV-B") and ICONIQ Strategic Partners IV Co-Invest, L.P., Series P ("ICONIQ IV Co-Invest").

F4 · ownership.direct: (continued) ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ Strategic Partners V, L.P. ("ICONIQ V") and ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. ICONIQ Strategic Partners VI GP, L.P. ("ICONIQ VI GP") is the sole general partner of each of ICONIQ Strategic Partners VI, L.P. ("ICONIQ VI") and ICONIQ Strategic Partners VI-B, L.P. ("ICONIQ VI-B"). ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP.

F5 · ownership.direct: (continued) Divesh Makan ("Makan") and William J.G. Griffith ("Griffith") are the sole equity holders of each of ICONIQ II Parent GP and ICONIQ III Parent GP. Makan, Griffith and Matthew Jacobson ("Jacobson") are the sole equity holders of each of ICONIQ IV Parent GP, ICONIQ V Parent GP and ICONIQ VI Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ IV GP, ICONIQ IV Parent GP, ICONIQ GP V, ICONIQ V Parent GP, ICONIQ VI GP, ICONIQ VI Parent GP, Makan, Griffith and Jacobson disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of its or his pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

F9 · ownership.direct: The shares are held by ICONIQ II Co-Invest.

SEC source: 0000950170-25-024899 · ownership.xml · nonDerivative · entry 9

ICONIQ STRATEGIC PARTNERS II, L.P. · CIK 0001619710 · 10% owner

ICONIQ STRATEGIC PARTNERS II-B, L.P. · CIK 0001619682 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P., P Series · CIK 0001660886 · 10% owner

ICONIQ Strategic Partners II GP, L.P. · CIK 0001702932 · 10% owner

ICONIQ Strategic Partners II TT GP, Ltd · CIK 0001702831 · 10% owner

Makan Divesh · CIK 0001688143 · 10% owner

Jacobson Matthew · CIK 0001783518 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By ICONIQ Strategic Partners II Co-Invest, L.P., P Series

Disclosed balance after: 0

F3 · ownership.direct: ICONIQ II GP is the sole general partner of each of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") and ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest"). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ II Parent GP") is the sole general partner of ICONIQ II GP. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ III GP") is the sole general partner of each of ICONIQ Strategic Partners III, L.P. ("ICONIQ III"), ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B") and ICONIQ Strategic Partners III Co-Invest, L.P., Series P ("ICONIQ III Co-Invest"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners IV GP, L.P. ("ICONIQ IV GP") is the sole general partner of each of ICONIQ Strategic Partners IV, L.P. ("ICONIQ IV"), ICONIQ Strategic Partners IV-B, L.P. ("ICONIQ IV-B") and ICONIQ Strategic Partners IV Co-Invest, L.P., Series P ("ICONIQ IV Co-Invest").

F4 · ownership.direct: (continued) ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ Strategic Partners V, L.P. ("ICONIQ V") and ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. ICONIQ Strategic Partners VI GP, L.P. ("ICONIQ VI GP") is the sole general partner of each of ICONIQ Strategic Partners VI, L.P. ("ICONIQ VI") and ICONIQ Strategic Partners VI-B, L.P. ("ICONIQ VI-B"). ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP.

F5 · ownership.direct: (continued) Divesh Makan ("Makan") and William J.G. Griffith ("Griffith") are the sole equity holders of each of ICONIQ II Parent GP and ICONIQ III Parent GP. Makan, Griffith and Matthew Jacobson ("Jacobson") are the sole equity holders of each of ICONIQ IV Parent GP, ICONIQ V Parent GP and ICONIQ VI Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ IV GP, ICONIQ IV Parent GP, ICONIQ GP V, ICONIQ V Parent GP, ICONIQ VI GP, ICONIQ VI Parent GP, Makan, Griffith and Jacobson disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of its or his pecuniary interest therein, if any. This report shall not be deemed an admission that any of the Reporting Persons is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

F9 · ownership.direct: The shares are held by ICONIQ II Co-Invest.

SEC source: 0000950170-25-024889 · ownership.xml · nonDerivative · entry 9

Griffith William J.G. · CIK 0001688124 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By ICONIQ Strategic Partners II Co-Invest, L.P., P Series

Disclosed balance after: 0

F3 · ownership.direct: ICONIQ II GP is the sole general partner of each of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B") and ICONIQ Strategic Partners II Co-Invest, L.P., P Series ("ICONIQ II Co-Invest"). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ II Parent GP") is the sole general partner of ICONIQ II GP. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ III GP") is the sole general partner of each of ICONIQ Strategic Partners III, L.P. ("ICONIQ III"), ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B") and ICONIQ Strategic Partners III Co-Invest, L.P., Series P ("ICONIQ III Co-Invest"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners IV GP, L.P. ("ICONIQ IV GP") is the sole general partner of each of ICONIQ Strategic Partners IV, L.P. ("ICONIQ IV"), ICONIQ Strategic Partners IV-B, L.P. ("ICONIQ IV-B") and ICONIQ Strategic Partners IV Co-Invest, L.P., Series P ("ICONIQ IV Co-Invest").

F4 · ownership.direct: (continued) ICONIQ Strategic Partners IV TT GP, Ltd. ("ICONIQ IV Parent GP") is the sole general partner of ICONIQ IV GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of each of ICONIQ Strategic Partners V, L.P. ("ICONIQ V") and ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. ICONIQ Strategic Partners VI GP, L.P. ("ICONIQ VI GP") is the sole general partner of each of ICONIQ Strategic Partners VI, L.P. ("ICONIQ VI") and ICONIQ Strategic Partners VI-B, L.P. ("ICONIQ VI-B"). ICONIQ Strategic Partners VI TT GP, Ltd. ("ICONIQ VI Parent GP") is the sole general partner of ICONIQ VI GP.

F5 · ownership.direct: (continued) Divesh Makan ("Makan") and the Reporting Person are the sole equity holders of each of ICONIQ II Parent GP and ICONIQ III Parent GP. Makan, the Reporting Person and Matthew Jacobson ("Jacobson") are the sole equity holders of each of ICONIQ IV Parent GP, ICONIQ V Parent GP and ICONIQ VI Parent GP. The Reporting Person is a General Partner and a Managing Director at ICONIQ Capital. The Reporting Person disclaims beneficial ownership of the securities reported herein for purposes of Section 16 of the Exchange Act, except to the extent of his pecuniary interest therein, if any. This report shall not be deemed an admission that the Reporting Person is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

F9 · ownership.direct: The shares are held by ICONIQ II Co-Invest.

SEC source: 0001415889-25-005217 · form4-02222025_010229.xml · nonDerivative · entry 2

Fu Howard · CIK 0001971222 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 149,992

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting of restricted stock units.

SEC source: 0001415889-25-005216 · form4-02222025_010243.xml · nonDerivative · entry 1

Singer Benjamin C · CIK 0001710257 · Chief Legal Officer; Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 79,047

F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting of restricted stock units.