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Nasdaq · USD

TTAN

ServiceTitan, Inc.

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Tapewire entity
3576
SEC CIK
0001638826
Parsed reports
154

Last 12 months

Inside the activity.

0 purchase rows · 227 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 2025020
Dec 2025056
Jan 2026032
Feb 202600
Mar 2026024
Apr 202601
May 202600
Jun 2026043
Jul 2026020
Aug 2026026
Sep 202605
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
June 18, 2025 Filed Jun 23, 2025 20:27 UTC GrantClass A Common Stock 1,891 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-017959 · form4-06232025_080608.xml · nonDerivative · entry 1

BROWN MICHAEL MAURICE · CIK 0001354614 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,202

F1 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's non-employee director compensation program. The RSUs will vest in full on September 15, 2026, subject to the Reporting Person's continued service on the Issuer's board of directors through such vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F2 · balance_after: The securities held by the Reporting Person prior to the transaction reported herein reflect the receipt of securities pursuant to pro rata distributions in kind, effected by each of Battery Partners XI, LLC ("BP XI") and Battery Partners XI Side Fund, LLC ("BP XI SF") to its members for no additional consideration, including the Reporting Person. The receipt of such securities by the Reporting Person constituted a change in form of ownership and, therefore, was not required to be reported pursuant to Section 16.

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June 18, 2025 Filed Jun 23, 2025 20:17 UTC GrantClass A Common Stock 1,891 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-017927 · form4.xml · nonDerivative · entry 1

Golubovich Ilya · CIK 0001707104 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,891

F1 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's non-employee director compensation program. The RSUs will vest in full on September 15, 2026, subject to the Reporting Person's continued service on the Issuer's board of directors through such vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

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June 18, 2025 Filed Jun 23, 2025 20:15 UTC GrantClass A Common Stock 1,891 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-017925 · form4.xml · nonDerivative · entry 1

Cabral Timothy S · CIK 0001585858 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,733

F1 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's non-employee director compensation program. The RSUs will vest in full on September 15, 2026, subject to the Reporting Person's continued service on the Issuer's board of directors through such vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

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June 18, 2025 Filed Jun 23, 2025 20:13 UTC
O'Connor MicheleChief Accounting Officer
SaleClass A Common Stock 767.5 $105.22 $80,756.35
Disclosure

SEC source: 0001127602-25-017922 · form4.xml · nonDerivative · entry 4

O'Connor Michele · CIK 0001771322 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,936.5

F1 · kind: Represents shares sold to satisfy the reporting person's tax withholding obligation in connection with the vesting of restricted stock units. These sales are mandated as part of the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the reporting person.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.79 to $106.54. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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June 18, 2025 Filed Jun 23, 2025 20:13 UTC
O'Connor MicheleChief Accounting Officer
SaleClass A Common Stock 565 $105.22 $59,449.30
Disclosure

SEC source: 0001127602-25-017922 · form4.xml · nonDerivative · entry 3

O'Connor Michele · CIK 0001771322 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,704

F1 · kind: Represents shares sold to satisfy the reporting person's tax withholding obligation in connection with the vesting of restricted stock units. These sales are mandated as part of the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the reporting person.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.79 to $105.78. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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June 18, 2025 Filed Jun 23, 2025 20:13 UTC
O'Connor MicheleChief Accounting Officer
SaleClass A Common Stock 186 $105.22 $19,570.92
Disclosure

SEC source: 0001127602-25-017922 · form4.xml · nonDerivative · entry 2

O'Connor Michele · CIK 0001771322 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,269

F1 · kind: Represents shares sold to satisfy the reporting person's tax withholding obligation in connection with the vesting of restricted stock units. These sales are mandated as part of the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the reporting person.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $103.79 to $104.78. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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June 18, 2025 Filed Jun 23, 2025 20:13 UTC
O'Connor MicheleChief Accounting Officer
SaleClass A Common Stock 213 $105.22 $22,411.86
Disclosure

SEC source: 0001127602-25-017922 · form4.xml · nonDerivative · entry 1

O'Connor Michele · CIK 0001771322 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,455

F1 · kind: Represents shares sold to satisfy the reporting person's tax withholding obligation in connection with the vesting of restricted stock units. These sales are mandated as part of the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.79 to $103.78. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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June 10, 2025 Filed Jun 12, 2025 20:47 UTC OtherClass A Common Stock 108,353 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085502 · ownership.xml · nonDerivative · entry 6

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., Series ST · CIK 0001690039 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P. (Series ST-2) · CIK 0001731862 · 10% owner

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, L.P. · CIK 0001678064 · 10% owner

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

Disclosed balance after: 864,653

F8 · kind: On June 10, 2025, ICONIQ III-B distributed, for no consideration, in the aggregate 108,353 shares of the Issuer's Class A Common Stock (the "ICONIQ III-B Shares") to its limited partners and to ICONIQ III GP, representing each such partner's pro rata interest in such ICONIQ III-B Shares. On the same date, ICONIQ III GP distributed, for no consideration, the ICONIQ III-B Shares it received in the distribution by ICONIQ III-B to its partners, representing each such partner's pro rata interest in such ICONIQ III-B Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F8 · price: On June 10, 2025, ICONIQ III-B distributed, for no consideration, in the aggregate 108,353 shares of the Issuer's Class A Common Stock (the "ICONIQ III-B Shares") to its limited partners and to ICONIQ III GP, representing each such partner's pro rata interest in such ICONIQ III-B Shares. On the same date, ICONIQ III GP distributed, for no consideration, the ICONIQ III-B Shares it received in the distribution by ICONIQ III-B to its partners, representing each such partner's pro rata interest in such ICONIQ III-B Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F2 · ownership.direct: ICONIQ II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Messrs. Makan, Griffith and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ V GP, ICONIQ V Parent GP and Messrs. 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.

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June 10, 2025 Filed Jun 12, 2025 20:47 UTC OtherClass A Common Stock 101,406 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085502 · ownership.xml · nonDerivative · entry 5

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., Series ST · CIK 0001690039 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P. (Series ST-2) · CIK 0001731862 · 10% owner

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, L.P. · CIK 0001678064 · 10% owner

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

Disclosed balance after: 809,216

F7 · kind: On June 10, 2025, ICONIQ III distributed, for no consideration, in the aggregate 101,406 shares of the Issuer's Class A Common Stock (the "ICONIQ III Shares") to its limited partners and to ICONIQ III GP, representing each such partner's pro rata interest in such ICONIQ III Shares. On the same date, ICONIQ III GP distributed, for no consideration, the ICONIQ III Shares it received in the distribution by ICONIQ III to its partners, representing each such partner's pro rata interest in such ICONIQ III Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F7 · price: On June 10, 2025, ICONIQ III distributed, for no consideration, in the aggregate 101,406 shares of the Issuer's Class A Common Stock (the "ICONIQ III Shares") to its limited partners and to ICONIQ III GP, representing each such partner's pro rata interest in such ICONIQ III Shares. On the same date, ICONIQ III GP distributed, for no consideration, the ICONIQ III Shares it received in the distribution by ICONIQ III to its partners, representing each such partner's pro rata interest in such ICONIQ III Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F2 · ownership.direct: ICONIQ II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Messrs. Makan, Griffith and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ V GP, ICONIQ V Parent GP and Messrs. 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.

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June 10, 2025 Filed Jun 12, 2025 20:47 UTC OtherClass A Common Stock 95,451 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085502 · ownership.xml · nonDerivative · entry 4

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., Series ST · CIK 0001690039 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P. (Series ST-2) · CIK 0001731862 · 10% owner

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, L.P. · CIK 0001678064 · 10% owner

ICONIQ Strategic Partners III-B, L.P. · CIK 0001678109 · 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. (ST-2 Series)

Disclosed balance after: 761,691

F6 · kind: On June 10, 2025, ICONIQ II ST2 distributed, for no consideration, in the aggregate 95,451 shares of the Issuer's Class A Common Stock (the "ICONIQ II ST2 Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II ST2 Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II ST2 Shares it received in the distribution by ICONIQ II ST2 to its partners, representing each such partner's pro rata interest in such ICONIQ II ST2 Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act.

F6 · price: On June 10, 2025, ICONIQ II ST2 distributed, for no consideration, in the aggregate 95,451 shares of the Issuer's Class A Common Stock (the "ICONIQ II ST2 Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II ST2 Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II ST2 Shares it received in the distribution by ICONIQ II ST2 to its partners, representing each such partner's pro rata interest in such ICONIQ II ST2 Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act.

F2 · ownership.direct: ICONIQ II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Messrs. Makan, Griffith and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ V GP, ICONIQ V Parent GP and Messrs. 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.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:47 UTC OtherClass A Common Stock 233,828 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085502 · ownership.xml · nonDerivative · entry 3

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., Series ST · CIK 0001690039 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P. (Series ST-2) · CIK 0001731862 · 10% owner

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, L.P. · CIK 0001678064 · 10% owner

ICONIQ Strategic Partners III-B, L.P. · CIK 0001678109 · 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. (ST Series)

Disclosed balance after: 1,865,932

F5 · kind: On June 10, 2025, ICONIQ II ST distributed, for no consideration, in the aggregate 233,828 shares of the Issuer's Class A Common Stock (the "ICONIQ II ST Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II ST Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II ST Shares it received in the distribution by ICONIQ II ST to its partners, representing each such partner's pro rata interest in such ICONIQ II ST Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act.

F5 · price: On June 10, 2025, ICONIQ II ST distributed, for no consideration, in the aggregate 233,828 shares of the Issuer's Class A Common Stock (the "ICONIQ II ST Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II ST Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II ST Shares it received in the distribution by ICONIQ II ST to its partners, representing each such partner's pro rata interest in such ICONIQ II ST Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act.

F2 · ownership.direct: ICONIQ II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Messrs. Makan, Griffith and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ V GP, ICONIQ V Parent GP and Messrs. 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.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:47 UTC OtherClass A Common Stock 444,395 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085502 · ownership.xml · nonDerivative · entry 2

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., Series ST · CIK 0001690039 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P. (Series ST-2) · CIK 0001731862 · 10% owner

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, L.P. · CIK 0001678064 · 10% owner

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

Disclosed balance after: 3,546,243

F4 · kind: On June 10, 2025, ICONIQ II-B distributed, for no consideration, in the aggregate 444,395 shares of the Issuer's Class A Common Stock (the "ICONIQ II-B Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II-B Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II-B Shares it received in the distribution by ICONIQ II-B to its partners, representing each such partner's pro rata interest in such ICONIQ II-B Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F4 · price: On June 10, 2025, ICONIQ II-B distributed, for no consideration, in the aggregate 444,395 shares of the Issuer's Class A Common Stock (the "ICONIQ II-B Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II-B Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II-B Shares it received in the distribution by ICONIQ II-B to its partners, representing each such partner's pro rata interest in such ICONIQ II-B Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F2 · ownership.direct: ICONIQ II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Messrs. Makan, Griffith and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ V GP, ICONIQ V Parent GP and Messrs. 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.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:47 UTC OtherClass A Common Stock 567,666 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085502 · ownership.xml · nonDerivative · entry 1

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., Series ST · CIK 0001690039 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P. (Series ST-2) · CIK 0001731862 · 10% owner

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, L.P. · CIK 0001678064 · 10% owner

ICONIQ Strategic Partners III-B, L.P. · CIK 0001678109 · 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: Direct

Disclosed balance after: 4,529,942

F1 · kind: On June 10, 2025, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 567,666 shares of the Issuer's Class A Common Stock (the "ICONIQ II Shares") to its limited partners and to ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP"), representing each such partner's pro rata interest in such ICONIQ II Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II Shares it received in the distribution by ICONIQ II to its partners, representing each such partner's pro rata interest in such ICONIQ II Shares. All of the aforementioned distributions were 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 June 10, 2025, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 567,666 shares of the Issuer's Class A Common Stock (the "ICONIQ II Shares") to its limited partners and to ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP"), representing each such partner's pro rata interest in such ICONIQ II Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II Shares it received in the distribution by ICONIQ II to its partners, representing each such partner's pro rata interest in such ICONIQ II Shares. All of the aforementioned distributions were 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 II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Messrs. Makan, Griffith and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ V GP, ICONIQ V Parent GP and Messrs. 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.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:32 UTC
Griffith William J.G.Director · 10% owner
OtherClass A Common Stock 108,353 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085481 · ownership.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

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

Disclosed balance after: 864,653

F8 · kind: On June 10, 2025, ICONIQ III-B distributed, for no consideration, in the aggregate 108,353 shares of the Issuer's Class A Common Stock (the "ICONIQ III-B Shares") to its limited partners and to ICONIQ III GP, representing each such partner's pro rata interest in such ICONIQ III-B Shares. On the same date, ICONIQ III GP distributed, for no consideration, the ICONIQ III-B Shares it received in the distribution by ICONIQ III-B to its partners, representing each such partner's pro rata interest in such ICONIQ III-B Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F8 · price: On June 10, 2025, ICONIQ III-B distributed, for no consideration, in the aggregate 108,353 shares of the Issuer's Class A Common Stock (the "ICONIQ III-B Shares") to its limited partners and to ICONIQ III GP, representing each such partner's pro rata interest in such ICONIQ III-B Shares. On the same date, ICONIQ III GP distributed, for no consideration, the ICONIQ III-B Shares it received in the distribution by ICONIQ III-B to its partners, representing each such partner's pro rata interest in such ICONIQ III-B Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F2 · ownership.direct: ICONIQ II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and the Reporting Person are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Divesh Makan, the Reporting Person and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. 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.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:32 UTC
Griffith William J.G.Director · 10% owner
OtherClass A Common Stock 101,406 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085481 · ownership.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

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

Disclosed balance after: 809,216

F7 · kind: On June 10, 2025, ICONIQ III distributed, for no consideration, in the aggregate 101,406 shares of the Issuer's Class A Common Stock (the "ICONIQ III Shares") to its limited partners and to ICONIQ III GP, representing each such partner's pro rata interest in such ICONIQ III Shares. On the same date, ICONIQ III GP distributed, for no consideration, the ICONIQ III Shares it received in the distribution by ICONIQ III to its partners, representing each such partner's pro rata interest in such ICONIQ III Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F7 · price: On June 10, 2025, ICONIQ III distributed, for no consideration, in the aggregate 101,406 shares of the Issuer's Class A Common Stock (the "ICONIQ III Shares") to its limited partners and to ICONIQ III GP, representing each such partner's pro rata interest in such ICONIQ III Shares. On the same date, ICONIQ III GP distributed, for no consideration, the ICONIQ III Shares it received in the distribution by ICONIQ III to its partners, representing each such partner's pro rata interest in such ICONIQ III Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F2 · ownership.direct: ICONIQ II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and the Reporting Person are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Divesh Makan, the Reporting Person and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. 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.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:32 UTC
Griffith William J.G.Director · 10% owner
OtherClass A Common Stock 95,451 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085481 · ownership.xml · nonDerivative · entry 4

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. (ST-2 Series)

Disclosed balance after: 761,691

F6 · kind: On June 10, 2025, ICONIQ II ST2 distributed, for no consideration, in the aggregate 95,451 shares of the Issuer's Class A Common Stock (the "ICONIQ II ST2 Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II ST2 Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II ST2 Shares it received in the distribution by ICONIQ II ST2 to its partners, representing each such partner's pro rata interest in such ICONIQ II ST2 Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act.

F6 · price: On June 10, 2025, ICONIQ II ST2 distributed, for no consideration, in the aggregate 95,451 shares of the Issuer's Class A Common Stock (the "ICONIQ II ST2 Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II ST2 Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II ST2 Shares it received in the distribution by ICONIQ II ST2 to its partners, representing each such partner's pro rata interest in such ICONIQ II ST2 Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act.

F2 · ownership.direct: ICONIQ II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and the Reporting Person are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Divesh Makan, the Reporting Person and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. 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.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:32 UTC
Griffith William J.G.Director · 10% owner
OtherClass A Common Stock 233,828 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085481 · ownership.xml · nonDerivative · entry 3

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. (ST Series)

Disclosed balance after: 1,865,932

F5 · kind: On June 10, 2025, ICONIQ II ST distributed, for no consideration, in the aggregate 233,828 shares of the Issuer's Class A Common Stock (the "ICONIQ II ST Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II ST Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II ST Shares it received in the distribution by ICONIQ II ST to its partners, representing each such partner's pro rata interest in such ICONIQ II ST Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act.

F5 · price: On June 10, 2025, ICONIQ II ST distributed, for no consideration, in the aggregate 233,828 shares of the Issuer's Class A Common Stock (the "ICONIQ II ST Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II ST Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II ST Shares it received in the distribution by ICONIQ II ST to its partners, representing each such partner's pro rata interest in such ICONIQ II ST Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act.

F2 · ownership.direct: ICONIQ II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and the Reporting Person are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Divesh Makan, the Reporting Person and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. 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.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:32 UTC
Griffith William J.G.Director · 10% owner
OtherClass A Common Stock 444,395 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085481 · ownership.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

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

Disclosed balance after: 3,546,243

F4 · kind: On June 10, 2025, ICONIQ II-B distributed, for no consideration, in the aggregate 444,395 shares of the Issuer's Class A Common Stock (the "ICONIQ II-B Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II-B Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II-B Shares it received in the distribution by ICONIQ II-B to its partners, representing each such partner's pro rata interest in such ICONIQ II-B Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F4 · price: On June 10, 2025, ICONIQ II-B distributed, for no consideration, in the aggregate 444,395 shares of the Issuer's Class A Common Stock (the "ICONIQ II-B Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II-B Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II-B Shares it received in the distribution by ICONIQ II-B to its partners, representing each such partner's pro rata interest in such ICONIQ II-B Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F2 · ownership.direct: ICONIQ II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and the Reporting Person are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Divesh Makan, the Reporting Person and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. 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.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:32 UTC
Griffith William J.G.Director · 10% owner
OtherClass A Common Stock 567,666 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085481 · ownership.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

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

Disclosed balance after: 4,529,942

F1 · kind: On June 10, 2025, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 567,666 shares of the Issuer's Class A Common Stock (the "ICONIQ II Shares") to its limited partners and to ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP"), representing each such partner's pro rata interest in such ICONIQ II Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II Shares it received in the distribution by ICONIQ II to its partners, representing each such partner's pro rata interest in such ICONIQ II Shares. All of the aforementioned distributions were 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 June 10, 2025, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 567,666 shares of the Issuer's Class A Common Stock (the "ICONIQ II Shares") to its limited partners and to ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP"), representing each such partner's pro rata interest in such ICONIQ II Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II Shares it received in the distribution by ICONIQ II to its partners, representing each such partner's pro rata interest in such ICONIQ II Shares. All of the aforementioned distributions were 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 II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and the Reporting Person are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Divesh Makan, the Reporting Person and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. 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.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:48 UTC
Makan Divesh10% owner
OtherClass A Common Stock 108,353 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085507 · ownership.xml · nonDerivative · entry 6

ICONIQ STRATEGIC PARTNERS II, L.P. · CIK 0001619710 · 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 III-B, L.P.

Disclosed balance after: 864,653

F8 · kind: On June 10, 2025, ICONIQ III-B distributed, for no consideration, in the aggregate 108,353 shares of the Issuer's Class A Common Stock (the "ICONIQ III-B Shares") to its limited partners and to ICONIQ III GP, representing each such partner's pro rata interest in such ICONIQ III-B Shares. On the same date, ICONIQ III GP distributed, for no consideration, the ICONIQ III-B Shares it received in the distribution by ICONIQ III-B to its partners, representing each such partner's pro rata interest in such ICONIQ III-B Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F8 · price: On June 10, 2025, ICONIQ III-B distributed, for no consideration, in the aggregate 108,353 shares of the Issuer's Class A Common Stock (the "ICONIQ III-B Shares") to its limited partners and to ICONIQ III GP, representing each such partner's pro rata interest in such ICONIQ III-B Shares. On the same date, ICONIQ III GP distributed, for no consideration, the ICONIQ III-B Shares it received in the distribution by ICONIQ III-B to its partners, representing each such partner's pro rata interest in such ICONIQ III-B Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F2 · ownership.direct: ICONIQ II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Messrs. Makan, Griffith and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ V GP, ICONIQ V Parent GP and Messrs. 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.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:48 UTC
Makan Divesh10% owner
OtherClass A Common Stock 101,406 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085507 · ownership.xml · nonDerivative · entry 5

ICONIQ STRATEGIC PARTNERS II, L.P. · CIK 0001619710 · 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 III, L.P.

Disclosed balance after: 809,216

F7 · kind: On June 10, 2025, ICONIQ III distributed, for no consideration, in the aggregate 101,406 shares of the Issuer's Class A Common Stock (the "ICONIQ III Shares") to its limited partners and to ICONIQ III GP, representing each such partner's pro rata interest in such ICONIQ III Shares. On the same date, ICONIQ III GP distributed, for no consideration, the ICONIQ III Shares it received in the distribution by ICONIQ III to its partners, representing each such partner's pro rata interest in such ICONIQ III Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F7 · price: On June 10, 2025, ICONIQ III distributed, for no consideration, in the aggregate 101,406 shares of the Issuer's Class A Common Stock (the "ICONIQ III Shares") to its limited partners and to ICONIQ III GP, representing each such partner's pro rata interest in such ICONIQ III Shares. On the same date, ICONIQ III GP distributed, for no consideration, the ICONIQ III Shares it received in the distribution by ICONIQ III to its partners, representing each such partner's pro rata interest in such ICONIQ III Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F2 · ownership.direct: ICONIQ II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Messrs. Makan, Griffith and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ V GP, ICONIQ V Parent GP and Messrs. 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.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:48 UTC
Makan Divesh10% owner
OtherClass A Common Stock 95,451 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085507 · ownership.xml · nonDerivative · entry 4

ICONIQ STRATEGIC PARTNERS II, L.P. · CIK 0001619710 · 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. (ST-2 Series)

Disclosed balance after: 761,691

F6 · kind: On June 10, 2025, ICONIQ II ST2 distributed, for no consideration, in the aggregate 95,451 shares of the Issuer's Class A Common Stock (the "ICONIQ II ST2 Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II ST2 Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II ST2 Shares it received in the distribution by ICONIQ II ST2 to its partners, representing each such partner's pro rata interest in such ICONIQ II ST2 Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act.

F6 · price: On June 10, 2025, ICONIQ II ST2 distributed, for no consideration, in the aggregate 95,451 shares of the Issuer's Class A Common Stock (the "ICONIQ II ST2 Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II ST2 Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II ST2 Shares it received in the distribution by ICONIQ II ST2 to its partners, representing each such partner's pro rata interest in such ICONIQ II ST2 Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act.

F2 · ownership.direct: ICONIQ II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Messrs. Makan, Griffith and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ V GP, ICONIQ V Parent GP and Messrs. 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.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:48 UTC
Makan Divesh10% owner
OtherClass A Common Stock 233,828 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085507 · ownership.xml · nonDerivative · entry 3

ICONIQ STRATEGIC PARTNERS II, L.P. · CIK 0001619710 · 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. (ST Series)

Disclosed balance after: 1,865,932

F5 · kind: On June 10, 2025, ICONIQ II ST distributed, for no consideration, in the aggregate 233,828 shares of the Issuer's Class A Common Stock (the "ICONIQ II ST Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II ST Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II ST Shares it received in the distribution by ICONIQ II ST to its partners, representing each such partner's pro rata interest in such ICONIQ II ST Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act.

F5 · price: On June 10, 2025, ICONIQ II ST distributed, for no consideration, in the aggregate 233,828 shares of the Issuer's Class A Common Stock (the "ICONIQ II ST Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II ST Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II ST Shares it received in the distribution by ICONIQ II ST to its partners, representing each such partner's pro rata interest in such ICONIQ II ST Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act.

F2 · ownership.direct: ICONIQ II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Messrs. Makan, Griffith and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ V GP, ICONIQ V Parent GP and Messrs. 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.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:48 UTC
Makan Divesh10% owner
OtherClass A Common Stock 444,395 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085507 · ownership.xml · nonDerivative · entry 2

ICONIQ STRATEGIC PARTNERS II, L.P. · CIK 0001619710 · 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-B, L.P.

Disclosed balance after: 3,546,243

F4 · kind: On June 10, 2025, ICONIQ II-B distributed, for no consideration, in the aggregate 444,395 shares of the Issuer's Class A Common Stock (the "ICONIQ II-B Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II-B Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II-B Shares it received in the distribution by ICONIQ II-B to its partners, representing each such partner's pro rata interest in such ICONIQ II-B Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F4 · price: On June 10, 2025, ICONIQ II-B distributed, for no consideration, in the aggregate 444,395 shares of the Issuer's Class A Common Stock (the "ICONIQ II-B Shares") to its limited partners and to ICONIQ II GP, representing each such partner's pro rata interest in such ICONIQ II-B Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II-B Shares it received in the distribution by ICONIQ II-B to its partners, representing each such partner's pro rata interest in such ICONIQ II-B Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Exchange Act.

F2 · ownership.direct: ICONIQ II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Messrs. Makan, Griffith and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ V GP, ICONIQ V Parent GP and Messrs. 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.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:48 UTC
Makan Divesh10% owner
OtherClass A Common Stock 567,666 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-085507 · ownership.xml · nonDerivative · entry 1

ICONIQ STRATEGIC PARTNERS II, L.P. · CIK 0001619710 · 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: Direct

Disclosed balance after: 4,529,942

F1 · kind: On June 10, 2025, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 567,666 shares of the Issuer's Class A Common Stock (the "ICONIQ II Shares") to its limited partners and to ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP"), representing each such partner's pro rata interest in such ICONIQ II Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II Shares it received in the distribution by ICONIQ II to its partners, representing each such partner's pro rata interest in such ICONIQ II Shares. All of the aforementioned distributions were 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 June 10, 2025, ICONIQ Strategic Partners II, L.P. ("ICONIQ II") distributed, for no consideration, in the aggregate 567,666 shares of the Issuer's Class A Common Stock (the "ICONIQ II Shares") to its limited partners and to ICONIQ Strategic Partners II GP, L.P. ("ICONIQ II GP"), representing each such partner's pro rata interest in such ICONIQ II Shares. On the same date, ICONIQ II GP distributed, for no consideration, the ICONIQ II Shares it received in the distribution by ICONIQ II to its partners, representing each such partner's pro rata interest in such ICONIQ II Shares. All of the aforementioned distributions were 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 II GP is the sole general partner of ICONIQ II, ICONIQ Strategic Partners II-B, L.P. ("ICONIQ II-B"), ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) ("ICONIQ II ST") and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series) ("ICONIQ II ST2"). 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 ICONIQ Strategic Partners III, L.P. ("ICONIQ III") and ICONIQ Strategic Partners III-B, L.P. ("ICONIQ III-B"). ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ III Parent GP") is the sole general partner of ICONIQ III GP. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ V GP") is the sole general partner of ICONIQ Strategic Partners V, L.P. ("ICONIQ V"), ICONIQ Strategic Partners V-B, L.P. ("ICONIQ V-B"), ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) ("ICONIQ V ST") and

F3 · ownership.direct: (continued) ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) ("ICONIQ V ST2"). ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ V Parent GP") is the sole general partner of ICONIQ V GP. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ II Parent GP and ICONIQ III Parent GP and Messrs. Makan, Griffith and Matthew Jacobson are the sole equity holders of ICONIQ V Parent GP. Each of ICONIQ II GP, ICONIQ II Parent GP, ICONIQ III GP, ICONIQ III Parent GP, ICONIQ V GP, ICONIQ V Parent GP and Messrs. 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.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 23:56 UTC SaleClass A Common Stock 500,000 $102.00 $51,000,000.00
Disclosure

SEC source: 0000950170-25-085738 · ownership.xml · nonDerivative · entry 1

Bessemer Venture Partners VIII L.P. · CIK 0001508900 · 10% owner

Bessemer Venture Partners VIII Institutional L.P. · CIK 0001508902 · 10% owner

15 Angels II LLC · CIK 0001713257 · 10% owner

Cloud All Star Fund, LP · CIK 0001828220 · 10% owner

Deer VIII & Co. Ltd. · CIK 0001559311 · 10% owner

Deer VIII & Co. L.P. · CIK 0001559306 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 8,503,571

F1 · shares: On June 10, 2025, Bessemer Venture Partners VIII L.P. ("BVP VIII"), Bessemer Venture Partners VIII Institutional L.P. ("BVP VIII Inst") and 15 Angels II LLC ("15 Angels" and together with BVP VIII and BVP VIII Inst, the "Bessemer Funds") sold 221,596 shares, 266,502 shares and 11,902 shares of Class A Common Stock of the Issuer, respectively.

F2 · balance_after: After the sales, BVP VIII, BVP VIII Inst, 15 Angels and Cloud All Star Fund, L.P. ("CASF"), own 3,767,626 shares, 4,531,109, shares, 202,366 shares and 2,470 shares of Class A Common Stock, respectively.

F3 · ownership.nature: Certain affiliates of the Bessemer Funds own a material interest in Cloud All Star Fund GP, LLC, the general partner of CASF, which has voting and dispositive power with respect to the shares held by CASF. 15 Angels is a subsidiary of BVP VIII Inst. Deer VIII & Co. L.P. ("Deer VIII L.P.") is the general partner of BVP VIII and BVP Inst VIII. Deer VIII & Co. Ltd. ("Deer VIII Ltd.") is the general partner of Deer VIII L.P. Byron Deeter, David Cowan, Jeremy Levine, Robert P. Goodman, Scott Ring, Sandra Grippo and Robert M. Stavis are the directors of Deer VIII Ltd. and hold voting and dispositive power for the Bessemer Funds. Investment and voting decisions with respect to the securities held by the Bessemer Funds are made by the directors of Deer VIII Ltd. acting as an investment committee.

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June 10, 2025 Filed Jun 12, 2025 23:50 UTC
Deeter Byron BDirector · 10% owner
SaleClass A Common Stock 0 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-085733 · ownership.xml · nonDerivative · entry 1

Deeter Byron B · CIK 0001506450 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · security: On June 10, 2025, Bessemer Venture Partners VIII L.P. ("BVP VIII"), Bessemer Venture Partners VIII Institutional L.P. ("BVP VIII Inst") and 15 Angels II LLC ("15 Angels" and together with BVP VIII and BVP VIII Inst, the "Bessemer Funds") sold 221,596 shares, 266,502 shares and 11,902 shares of Class A Common Stock of the Issuer, respectively.

F1 · shares: On June 10, 2025, Bessemer Venture Partners VIII L.P. ("BVP VIII"), Bessemer Venture Partners VIII Institutional L.P. ("BVP VIII Inst") and 15 Angels II LLC ("15 Angels" and together with BVP VIII and BVP VIII Inst, the "Bessemer Funds") sold 221,596 shares, 266,502 shares and 11,902 shares of Class A Common Stock of the Issuer, respectively.

F1 · price: On June 10, 2025, Bessemer Venture Partners VIII L.P. ("BVP VIII"), Bessemer Venture Partners VIII Institutional L.P. ("BVP VIII Inst") and 15 Angels II LLC ("15 Angels" and together with BVP VIII and BVP VIII Inst, the "Bessemer Funds") sold 221,596 shares, 266,502 shares and 11,902 shares of Class A Common Stock of the Issuer, respectively.

F2 · ownership.nature: The Reporting Person is a partner at Bessemer Venture Partners and has an indirect, passive economic interest in the shares held by the Bessemer Funds by virtue of his interest in (1) Deer VIII & Co. L.P., the general partner of the Bessemer Funds and (2) certain other indirect limited partnership interests in certain of the BVP Funds. The Reporting Person disclaims beneficial ownership of the securities held by the Bessemer Funds, except to the extent of his pecuniary interest, if any, in such securities by virtue of his indirect interest in the Bessemer Funds. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities.

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May 09, 2025 Filed May 13, 2025 20:42 UTC
Sherry DavidChief Financial Officer
GrantClass A Common Stock 65,670 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-014097 · form4.xml · nonDerivative · entry 1

Sherry David · CIK 0002045642 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 391,079

F1 · kind: Represents an award of restricted stock units ("RSUs") that will vest quarterly as to 1/16th of the total RSUs, with the first vest to occur on September 15, 2025, subject to the Reporting Person's continued service through each vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

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May 09, 2025 Filed May 13, 2025 20:45 UTC
O'Connor MicheleChief Accounting Officer
GrantClass A Common Stock 11,366 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-014101 · form4.xml · nonDerivative · entry 1

O'Connor Michele · CIK 0001771322 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,668

F1 · kind: Represents an award of restricted stock units ("RSUs") that will vest quarterly as to 1/16th of the total RSUs, with the first vest to occur on June 15, 2026, subject to the Reporting Person's continued service through each vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 20:05 UTC
Sherry DavidChief Financial Officer
SaleClass A Common Stock 453 $94.65 $42,876.45
Disclosure

SEC source: 0000950170-25-043815 · ownership.xml · nonDerivative · entry 4

Sherry David · CIK 0002045642 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 325,409

F1 · kind: Represents shares sold to satisfy the reporting person's tax withholding obligation in connection with the vesting of restricted stock units. These sales are mandated as part of the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the reporting person.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.87 to $96.46. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 20:05 UTC
Sherry DavidChief Financial Officer
SaleClass A Common Stock 4,183 $94.65 $395,920.95
Disclosure

SEC source: 0000950170-25-043815 · ownership.xml · nonDerivative · entry 3

Sherry David · CIK 0002045642 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 325,862

F1 · kind: Represents shares sold to satisfy the reporting person's tax withholding obligation in connection with the vesting of restricted stock units. These sales are mandated as part of the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the reporting person.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.87 to $95.86. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 20:05 UTC
Sherry DavidChief Financial Officer
SaleClass A Common Stock 2,957 $94.65 $279,880.05
Disclosure

SEC source: 0000950170-25-043815 · ownership.xml · nonDerivative · entry 2

Sherry David · CIK 0002045642 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 330,045

F1 · kind: Represents shares sold to satisfy the reporting person's tax withholding obligation in connection with the vesting of restricted stock units. These sales are mandated as part of the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the reporting person.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.87 to $94.86. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 20:05 UTC
Sherry DavidChief Financial Officer
SaleClass A Common Stock 2,582 $94.65 $244,386.30
Disclosure

SEC source: 0000950170-25-043815 · ownership.xml · nonDerivative · entry 1

Sherry David · CIK 0002045642 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 333,002

F1 · kind: Represents shares sold to satisfy the reporting person's tax withholding obligation in connection with the vesting of restricted stock units. These sales are mandated as part of the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $92.87 to $93.86. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 20:05 UTC
O'Connor MicheleChief Accounting Officer
SaleClass A Common Stock 245 $94.65 $23,189.25
Disclosure

SEC source: 0000950170-25-043818 · ownership.xml · nonDerivative · entry 4

O'Connor Michele · CIK 0001771322 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,302

F1 · kind: Represents shares sold to satisfy the reporting person's tax withholding obligation in connection with the vesting of restricted stock units. These sales are mandated as part of the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the reporting person.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.87 to $96.46. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 20:05 UTC
O'Connor MicheleChief Accounting Officer
SaleClass A Common Stock 2,258 $94.65 $213,719.70
Disclosure

SEC source: 0000950170-25-043818 · ownership.xml · nonDerivative · entry 3

O'Connor Michele · CIK 0001771322 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,547

F1 · kind: Represents shares sold to satisfy the reporting person's tax withholding obligation in connection with the vesting of restricted stock units. These sales are mandated as part of the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the reporting person.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.87 to $95.86. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 20:05 UTC
O'Connor MicheleChief Accounting Officer
SaleClass A Common Stock 1,597 $94.65 $151,156.05
Disclosure

SEC source: 0000950170-25-043818 · ownership.xml · nonDerivative · entry 2

O'Connor Michele · CIK 0001771322 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,805

F1 · kind: Represents shares sold to satisfy the reporting person's tax withholding obligation in connection with the vesting of restricted stock units. These sales are mandated as part of the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the reporting person.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.87 to $94.86. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 20:05 UTC
O'Connor MicheleChief Accounting Officer
SaleClass A Common Stock 1,394 $94.65 $131,942.10
Disclosure

SEC source: 0000950170-25-043818 · ownership.xml · nonDerivative · entry 1

O'Connor Michele · CIK 0001771322 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,402

F1 · kind: Represents shares sold to satisfy the reporting person's tax withholding obligation in connection with the vesting of restricted stock units. These sales are mandated as part of the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $92.87 to $93.86. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
December 13, 2024 Filed Dec 17, 2024 21:32 UTC
TPG GP A, LLCFormer 10% Owner
COULTER JAMES GFormer 10% Owner
WINKELRIED JONFormer 10% Owner
ConversionSeries H Preferred Stock · Derivative 3,559,131 Not disclosed Not disclosed
Disclosure

SEC source: 0001999371-24-015486 · servicetitan_form4.xml · derivative · entry 3

TPG GP A, LLC · CIK 0001903793 · Former 10% Owner

COULTER JAMES G · CIK 0001099776 · Former 10% Owner

WINKELRIED JON · CIK 0001366946 · Former 10% Owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Explanation of Responses

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,507,469 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.

F3 · derivative.exercise_price: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer (the "Certificate of Incorporation"), the 600,000 shares of Series A-1 Preferred Stock and 3,559,131 shares of Series H Preferred Stock of the Issuer (collectively, the "Preferred Stock") held by TPG Sherpa automatically converted into an aggregate of 5,107,469 shares of Class A Common Stock upon consummation of the Issuer's initial public offering on December 13, 2024. The shares of Preferred Stock had been convertible, at the option of the holder, at any time into shares of Common Stock of the Issuer at a conversion rate equal to one share of Common Stock per one share of Preferred Stock, subject to adjustment, including in the case of the Series H Preferred Stock, for adjustment in the event of the Issuer's initial public offering.

F3 · price: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer (the "Certificate of Incorporation"), the 600,000 shares of Series A-1 Preferred Stock and 3,559,131 shares of Series H Preferred Stock of the Issuer (collectively, the "Preferred Stock") held by TPG Sherpa automatically converted into an aggregate of 5,107,469 shares of Class A Common Stock upon consummation of the Issuer's initial public offering on December 13, 2024. The shares of Preferred Stock had been convertible, at the option of the holder, at any time into shares of Common Stock of the Issuer at a conversion rate equal to one share of Common Stock per one share of Preferred Stock, subject to adjustment, including in the case of the Series H Preferred Stock, for adjustment in the event of the Issuer's initial public offering.

F3 · derivative.exercise_date: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer (the "Certificate of Incorporation"), the 600,000 shares of Series A-1 Preferred Stock and 3,559,131 shares of Series H Preferred Stock of the Issuer (collectively, the "Preferred Stock") held by TPG Sherpa automatically converted into an aggregate of 5,107,469 shares of Class A Common Stock upon consummation of the Issuer's initial public offering on December 13, 2024. The shares of Preferred Stock had been convertible, at the option of the holder, at any time into shares of Common Stock of the Issuer at a conversion rate equal to one share of Common Stock per one share of Preferred Stock, subject to adjustment, including in the case of the Series H Preferred Stock, for adjustment in the event of the Issuer's initial public offering.

F3 · derivative.expiration_date: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer (the "Certificate of Incorporation"), the 600,000 shares of Series A-1 Preferred Stock and 3,559,131 shares of Series H Preferred Stock of the Issuer (collectively, the "Preferred Stock") held by TPG Sherpa automatically converted into an aggregate of 5,107,469 shares of Class A Common Stock upon consummation of the Issuer's initial public offering on December 13, 2024. The shares of Preferred Stock had been convertible, at the option of the holder, at any time into shares of Common Stock of the Issuer at a conversion rate equal to one share of Common Stock per one share of Preferred Stock, subject to adjustment, including in the case of the Series H Preferred Stock, for adjustment in the event of the Issuer's initial public offering.

F1 · ownership.nature: Each of James G. Coulter and Jon Winkelried own entities that control TPG GP A, LLC (together with Messrs. Coulter and Winkelried, the "Reporting Persons"), which is the managing member of each of (i) TPG Group Holdings (SBS) Advisors, LLC, which is the general partner of TPG Group Holdings (SBS), L.P., and (ii) Alabama Investments (Parallel) GP, LLC, which is the general partner of each of (a) Alabama Investments (Parallel), LP, (b) Alabama Investments (Parallel) Founder A, LP and (c) Alabama Investments (Parallel) Founder G, LP, which, collectively with TPG Group Holdings (SBS), L.P., Alabama Investments (Parallel), LP and Alabama Investments (Parallel) Founder A, LP, holds 100% of the shares of Class B common stock (which represents a majority of the combined voting power of the common stock) of TPG Inc.

F2 · ownership.nature: TPG Inc. is the sole member of TPG GPCo, LLC, which is the sole member of TPG Holdings II-A, LLC, which is the general partner of TPG Operating Group II, L.P., which is the sole member of TPG Holdings I-A, LLC, which is the general partner of TPG Operating Group I, L.P., which is the managing member of TPG Tech Adjacencies GenPar II Advisors, LLC, which is the general partner of TPG Tech Adjacencies GenPar II, L.P., which is the managing member of TPG Tech Adjacencies II SPV GP, LLC, which is the general partner of TPG Tech Adjacencies II Sherpa, L.P. ("TPG Sherpa"), which directly holds 5,107,469 shares of Class A Common Stock ("Class A Common Stock") of ServiceTitan, Inc. (the "Issuer").

F3 · ownership.nature: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer (the "Certificate of Incorporation"), the 600,000 shares of Series A-1 Preferred Stock and 3,559,131 shares of Series H Preferred Stock of the Issuer (collectively, the "Preferred Stock") held by TPG Sherpa automatically converted into an aggregate of 5,107,469 shares of Class A Common Stock upon consummation of the Issuer's initial public offering on December 13, 2024. The shares of Preferred Stock had been convertible, at the option of the holder, at any time into shares of Common Stock of the Issuer at a conversion rate equal to one share of Common Stock per one share of Preferred Stock, subject to adjustment, including in the case of the Series H Preferred Stock, for adjustment in the event of the Issuer's initial public offering.

F4 · ownership.nature: Because of the relationship between the Reporting Persons and TPG Sherpa, the Reporting Persons may be deemed to beneficially own the securities reported herein to the extent of the greater of their respective direct or indirect pecuniary interests in the profits or capital accounts of TPG Sherpa. Each of TPG Sherpa and each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of TPG Sherpa's or such Reporting Person's pecuniary interest therein, if any.

F5 · ownership.nature: Pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), this filing shall not be deemed an admission that the Reporting Persons are, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owners of any equity securities in excess of their respective pecuniary interests.

Read SEC document
December 13, 2024 Filed Dec 17, 2024 21:32 UTC
TPG GP A, LLCFormer 10% Owner
COULTER JAMES GFormer 10% Owner
WINKELRIED JONFormer 10% Owner
ConversionSeries A-1 Preferred Stock · Derivative 600,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001999371-24-015486 · servicetitan_form4.xml · derivative · entry 2

TPG GP A, LLC · CIK 0001903793 · Former 10% Owner

COULTER JAMES G · CIK 0001099776 · Former 10% Owner

WINKELRIED JON · CIK 0001366946 · Former 10% Owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Explanation of Responses

Disclosed balance after: 0

Underlying: Class A Common Stock · 600,000 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer (the "Certificate of Incorporation"), the 600,000 shares of Series A-1 Preferred Stock and 3,559,131 shares of Series H Preferred Stock of the Issuer (collectively, the "Preferred Stock") held by TPG Sherpa automatically converted into an aggregate of 5,107,469 shares of Class A Common Stock upon consummation of the Issuer's initial public offering on December 13, 2024. The shares of Preferred Stock had been convertible, at the option of the holder, at any time into shares of Common Stock of the Issuer at a conversion rate equal to one share of Common Stock per one share of Preferred Stock, subject to adjustment, including in the case of the Series H Preferred Stock, for adjustment in the event of the Issuer's initial public offering.

F3 · price: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer (the "Certificate of Incorporation"), the 600,000 shares of Series A-1 Preferred Stock and 3,559,131 shares of Series H Preferred Stock of the Issuer (collectively, the "Preferred Stock") held by TPG Sherpa automatically converted into an aggregate of 5,107,469 shares of Class A Common Stock upon consummation of the Issuer's initial public offering on December 13, 2024. The shares of Preferred Stock had been convertible, at the option of the holder, at any time into shares of Common Stock of the Issuer at a conversion rate equal to one share of Common Stock per one share of Preferred Stock, subject to adjustment, including in the case of the Series H Preferred Stock, for adjustment in the event of the Issuer's initial public offering.

F3 · derivative.exercise_date: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer (the "Certificate of Incorporation"), the 600,000 shares of Series A-1 Preferred Stock and 3,559,131 shares of Series H Preferred Stock of the Issuer (collectively, the "Preferred Stock") held by TPG Sherpa automatically converted into an aggregate of 5,107,469 shares of Class A Common Stock upon consummation of the Issuer's initial public offering on December 13, 2024. The shares of Preferred Stock had been convertible, at the option of the holder, at any time into shares of Common Stock of the Issuer at a conversion rate equal to one share of Common Stock per one share of Preferred Stock, subject to adjustment, including in the case of the Series H Preferred Stock, for adjustment in the event of the Issuer's initial public offering.

F3 · derivative.expiration_date: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer (the "Certificate of Incorporation"), the 600,000 shares of Series A-1 Preferred Stock and 3,559,131 shares of Series H Preferred Stock of the Issuer (collectively, the "Preferred Stock") held by TPG Sherpa automatically converted into an aggregate of 5,107,469 shares of Class A Common Stock upon consummation of the Issuer's initial public offering on December 13, 2024. The shares of Preferred Stock had been convertible, at the option of the holder, at any time into shares of Common Stock of the Issuer at a conversion rate equal to one share of Common Stock per one share of Preferred Stock, subject to adjustment, including in the case of the Series H Preferred Stock, for adjustment in the event of the Issuer's initial public offering.

F1 · ownership.nature: Each of James G. Coulter and Jon Winkelried own entities that control TPG GP A, LLC (together with Messrs. Coulter and Winkelried, the "Reporting Persons"), which is the managing member of each of (i) TPG Group Holdings (SBS) Advisors, LLC, which is the general partner of TPG Group Holdings (SBS), L.P., and (ii) Alabama Investments (Parallel) GP, LLC, which is the general partner of each of (a) Alabama Investments (Parallel), LP, (b) Alabama Investments (Parallel) Founder A, LP and (c) Alabama Investments (Parallel) Founder G, LP, which, collectively with TPG Group Holdings (SBS), L.P., Alabama Investments (Parallel), LP and Alabama Investments (Parallel) Founder A, LP, holds 100% of the shares of Class B common stock (which represents a majority of the combined voting power of the common stock) of TPG Inc.

F2 · ownership.nature: TPG Inc. is the sole member of TPG GPCo, LLC, which is the sole member of TPG Holdings II-A, LLC, which is the general partner of TPG Operating Group II, L.P., which is the sole member of TPG Holdings I-A, LLC, which is the general partner of TPG Operating Group I, L.P., which is the managing member of TPG Tech Adjacencies GenPar II Advisors, LLC, which is the general partner of TPG Tech Adjacencies GenPar II, L.P., which is the managing member of TPG Tech Adjacencies II SPV GP, LLC, which is the general partner of TPG Tech Adjacencies II Sherpa, L.P. ("TPG Sherpa"), which directly holds 5,107,469 shares of Class A Common Stock ("Class A Common Stock") of ServiceTitan, Inc. (the "Issuer").

F3 · ownership.nature: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer (the "Certificate of Incorporation"), the 600,000 shares of Series A-1 Preferred Stock and 3,559,131 shares of Series H Preferred Stock of the Issuer (collectively, the "Preferred Stock") held by TPG Sherpa automatically converted into an aggregate of 5,107,469 shares of Class A Common Stock upon consummation of the Issuer's initial public offering on December 13, 2024. The shares of Preferred Stock had been convertible, at the option of the holder, at any time into shares of Common Stock of the Issuer at a conversion rate equal to one share of Common Stock per one share of Preferred Stock, subject to adjustment, including in the case of the Series H Preferred Stock, for adjustment in the event of the Issuer's initial public offering.

F4 · ownership.nature: Because of the relationship between the Reporting Persons and TPG Sherpa, the Reporting Persons may be deemed to beneficially own the securities reported herein to the extent of the greater of their respective direct or indirect pecuniary interests in the profits or capital accounts of TPG Sherpa. Each of TPG Sherpa and each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of TPG Sherpa's or such Reporting Person's pecuniary interest therein, if any.

F5 · ownership.nature: Pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), this filing shall not be deemed an admission that the Reporting Persons are, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owners of any equity securities in excess of their respective pecuniary interests.

Read SEC document
December 13, 2024 Filed Dec 17, 2024 21:32 UTC
TPG GP A, LLCFormer 10% Owner
COULTER JAMES GFormer 10% Owner
WINKELRIED JONFormer 10% Owner
ConversionClass A Common Stock 5,107,469 Not disclosed Not disclosed
Disclosure

SEC source: 0001999371-24-015486 · servicetitan_form4.xml · nonDerivative · entry 1

TPG GP A, LLC · CIK 0001903793 · Former 10% Owner

COULTER JAMES G · CIK 0001099776 · Former 10% Owner

WINKELRIED JON · CIK 0001366946 · Former 10% Owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Explanation of Responses

Disclosed balance after: 5,107,469

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 · price: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer (the "Certificate of Incorporation"), the 600,000 shares of Series A-1 Preferred Stock and 3,559,131 shares of Series H Preferred Stock of the Issuer (collectively, the "Preferred Stock") held by TPG Sherpa automatically converted into an aggregate of 5,107,469 shares of Class A Common Stock upon consummation of the Issuer's initial public offering on December 13, 2024. The shares of Preferred Stock had been convertible, at the option of the holder, at any time into shares of Common Stock of the Issuer at a conversion rate equal to one share of Common Stock per one share of Preferred Stock, subject to adjustment, including in the case of the Series H Preferred Stock, for adjustment in the event of the Issuer's initial public offering.

F1 · ownership.nature: Each of James G. Coulter and Jon Winkelried own entities that control TPG GP A, LLC (together with Messrs. Coulter and Winkelried, the "Reporting Persons"), which is the managing member of each of (i) TPG Group Holdings (SBS) Advisors, LLC, which is the general partner of TPG Group Holdings (SBS), L.P., and (ii) Alabama Investments (Parallel) GP, LLC, which is the general partner of each of (a) Alabama Investments (Parallel), LP, (b) Alabama Investments (Parallel) Founder A, LP and (c) Alabama Investments (Parallel) Founder G, LP, which, collectively with TPG Group Holdings (SBS), L.P., Alabama Investments (Parallel), LP and Alabama Investments (Parallel) Founder A, LP, holds 100% of the shares of Class B common stock (which represents a majority of the combined voting power of the common stock) of TPG Inc.

F2 · ownership.nature: TPG Inc. is the sole member of TPG GPCo, LLC, which is the sole member of TPG Holdings II-A, LLC, which is the general partner of TPG Operating Group II, L.P., which is the sole member of TPG Holdings I-A, LLC, which is the general partner of TPG Operating Group I, L.P., which is the managing member of TPG Tech Adjacencies GenPar II Advisors, LLC, which is the general partner of TPG Tech Adjacencies GenPar II, L.P., which is the managing member of TPG Tech Adjacencies II SPV GP, LLC, which is the general partner of TPG Tech Adjacencies II Sherpa, L.P. ("TPG Sherpa"), which directly holds 5,107,469 shares of Class A Common Stock ("Class A Common Stock") of ServiceTitan, Inc. (the "Issuer").

F3 · ownership.nature: Pursuant to the Amended and Restated Certificate of Incorporation of the Issuer (the "Certificate of Incorporation"), the 600,000 shares of Series A-1 Preferred Stock and 3,559,131 shares of Series H Preferred Stock of the Issuer (collectively, the "Preferred Stock") held by TPG Sherpa automatically converted into an aggregate of 5,107,469 shares of Class A Common Stock upon consummation of the Issuer's initial public offering on December 13, 2024. The shares of Preferred Stock had been convertible, at the option of the holder, at any time into shares of Common Stock of the Issuer at a conversion rate equal to one share of Common Stock per one share of Preferred Stock, subject to adjustment, including in the case of the Series H Preferred Stock, for adjustment in the event of the Issuer's initial public offering.

F4 · ownership.nature: Because of the relationship between the Reporting Persons and TPG Sherpa, the Reporting Persons may be deemed to beneficially own the securities reported herein to the extent of the greater of their respective direct or indirect pecuniary interests in the profits or capital accounts of TPG Sherpa. Each of TPG Sherpa and each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of TPG Sherpa's or such Reporting Person's pecuniary interest therein, if any.

F5 · ownership.nature: Pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), this filing shall not be deemed an admission that the Reporting Persons are, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owners of any equity securities in excess of their respective pecuniary interests.

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December 13, 2024 Filed Dec 18, 2024 00:12 UTC ConversionSeries H-1 Preferred Stock · Derivative 27,094 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-137493 · ownership.xml · derivative · entry 37

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., Series ST · CIK 0001690039 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P. (Series ST-2) · CIK 0001731862 · 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 V, L.P. · CIK 0001816067 · 10% owner

ICONIQ Strategic Partners V-B, L.P. · CIK 0001816068 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) · CIK 0002048165 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) · CIK 0002048164 · 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 V-B, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 27,567 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: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · price: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.exercise_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.expiration_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.expiration_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F1 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of the Issuer's Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F6 · derivative.underlying_shares: Reflects an adjustment to the conversion ratio in accordance with the terms of the preferred stock provided in the Issuer's Amended and Restated Certificate of Incorporation.

F2 · ownership.nature: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ GP II") is the sole general partner of ICONIQ Strategic Partners II, L.P., ICONIQ Strategic Partners II-B, L.P., ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ Parent GP II") is the sole general partner of ICONIQ GP II. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ GP III") is the sole general partner of ICONIQ Strategic Partners III, L.P. and ICONIQ Strategic Partners III-B, L.P. ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ Parent GP III") is the sole general partner of ICONIQ GP III. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ GP V") is the sole general partner of ICONIQ Strategic Partners V, L.P., ICONIQ Strategic Partners V-B, L.P., ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) and ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2).

F3 · ownership.nature: (continued) ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ Parent GP V") is the sole general partner of ICONIQ GP V. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ Parent GP II and ICONIQ Parent GP III and Messrs. Makan and Griffith and Matthew Jacobson are the sole equity holders of ICONIQ Parent GP V and may be deemed to have shared voting, investment and dispositive power with respect to the shares held by these entities. Each of ICONIQ GP II, ICONIQ Parent GP II, ICONIQ GP III, ICONIQ Parent GP III, ICONIQ GP V, ICONIQ Parent GP V and Messrs. 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.

Read SEC document
December 13, 2024 Filed Dec 18, 2024 00:12 UTC ConversionSeries G Preferred Stock · Derivative 60,192 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-137493 · ownership.xml · derivative · entry 36

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., Series ST · CIK 0001690039 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P. (Series ST-2) · CIK 0001731862 · 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 V, L.P. · CIK 0001816067 · 10% owner

ICONIQ Strategic Partners V-B, L.P. · CIK 0001816068 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) · CIK 0002048165 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) · CIK 0002048164 · 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 V-B, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 64,096 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: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · price: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.exercise_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.expiration_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.expiration_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F1 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of the Issuer's Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F6 · derivative.underlying_shares: Reflects an adjustment to the conversion ratio in accordance with the terms of the preferred stock provided in the Issuer's Amended and Restated Certificate of Incorporation.

F2 · ownership.nature: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ GP II") is the sole general partner of ICONIQ Strategic Partners II, L.P., ICONIQ Strategic Partners II-B, L.P., ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ Parent GP II") is the sole general partner of ICONIQ GP II. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ GP III") is the sole general partner of ICONIQ Strategic Partners III, L.P. and ICONIQ Strategic Partners III-B, L.P. ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ Parent GP III") is the sole general partner of ICONIQ GP III. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ GP V") is the sole general partner of ICONIQ Strategic Partners V, L.P., ICONIQ Strategic Partners V-B, L.P., ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) and ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2).

F3 · ownership.nature: (continued) ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ Parent GP V") is the sole general partner of ICONIQ GP V. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ Parent GP II and ICONIQ Parent GP III and Messrs. Makan and Griffith and Matthew Jacobson are the sole equity holders of ICONIQ Parent GP V and may be deemed to have shared voting, investment and dispositive power with respect to the shares held by these entities. Each of ICONIQ GP II, ICONIQ Parent GP II, ICONIQ GP III, ICONIQ Parent GP III, ICONIQ GP V, ICONIQ Parent GP V and Messrs. 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.

Read SEC document
December 13, 2024 Filed Dec 18, 2024 00:12 UTC ConversionSeries F Preferred Stock · Derivative 160,128 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-137493 · ownership.xml · derivative · entry 35

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., Series ST · CIK 0001690039 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P. (Series ST-2) · CIK 0001731862 · 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 V, L.P. · CIK 0001816067 · 10% owner

ICONIQ Strategic Partners V-B, L.P. · CIK 0001816068 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) · CIK 0002048165 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) · CIK 0002048164 · 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 V-B, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 168,605 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: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · price: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.exercise_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.expiration_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.expiration_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F1 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of the Issuer's Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F6 · derivative.underlying_shares: Reflects an adjustment to the conversion ratio in accordance with the terms of the preferred stock provided in the Issuer's Amended and Restated Certificate of Incorporation.

F2 · ownership.nature: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ GP II") is the sole general partner of ICONIQ Strategic Partners II, L.P., ICONIQ Strategic Partners II-B, L.P., ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ Parent GP II") is the sole general partner of ICONIQ GP II. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ GP III") is the sole general partner of ICONIQ Strategic Partners III, L.P. and ICONIQ Strategic Partners III-B, L.P. ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ Parent GP III") is the sole general partner of ICONIQ GP III. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ GP V") is the sole general partner of ICONIQ Strategic Partners V, L.P., ICONIQ Strategic Partners V-B, L.P., ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) and ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2).

F3 · ownership.nature: (continued) ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ Parent GP V") is the sole general partner of ICONIQ GP V. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ Parent GP II and ICONIQ Parent GP III and Messrs. Makan and Griffith and Matthew Jacobson are the sole equity holders of ICONIQ Parent GP V and may be deemed to have shared voting, investment and dispositive power with respect to the shares held by these entities. Each of ICONIQ GP II, ICONIQ Parent GP II, ICONIQ GP III, ICONIQ Parent GP III, ICONIQ GP V, ICONIQ Parent GP V and Messrs. 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.

Read SEC document
December 13, 2024 Filed Dec 18, 2024 00:12 UTC ConversionSeries A-1 Preferred Stock · Derivative 194,923 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-137493 · ownership.xml · derivative · entry 34

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., Series ST · CIK 0001690039 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P. (Series ST-2) · CIK 0001731862 · 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 V, L.P. · CIK 0001816067 · 10% owner

ICONIQ Strategic Partners V-B, L.P. · CIK 0001816068 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) · CIK 0002048165 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) · CIK 0002048164 · 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 V-B, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 194,923 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: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · price: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.exercise_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.expiration_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.expiration_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F1 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of the Issuer's Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F2 · ownership.nature: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ GP II") is the sole general partner of ICONIQ Strategic Partners II, L.P., ICONIQ Strategic Partners II-B, L.P., ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ Parent GP II") is the sole general partner of ICONIQ GP II. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ GP III") is the sole general partner of ICONIQ Strategic Partners III, L.P. and ICONIQ Strategic Partners III-B, L.P. ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ Parent GP III") is the sole general partner of ICONIQ GP III. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ GP V") is the sole general partner of ICONIQ Strategic Partners V, L.P., ICONIQ Strategic Partners V-B, L.P., ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) and ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2).

F3 · ownership.nature: (continued) ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ Parent GP V") is the sole general partner of ICONIQ GP V. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ Parent GP II and ICONIQ Parent GP III and Messrs. Makan and Griffith and Matthew Jacobson are the sole equity holders of ICONIQ Parent GP V and may be deemed to have shared voting, investment and dispositive power with respect to the shares held by these entities. Each of ICONIQ GP II, ICONIQ Parent GP II, ICONIQ GP III, ICONIQ Parent GP III, ICONIQ GP V, ICONIQ Parent GP V and Messrs. 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.

Read SEC document
December 13, 2024 Filed Dec 18, 2024 00:12 UTC ConversionSeries H-1 Preferred Stock · Derivative 20,202 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-137493 · ownership.xml · derivative · entry 33

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., Series ST · CIK 0001690039 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P. (Series ST-2) · CIK 0001731862 · 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 V, L.P. · CIK 0001816067 · 10% owner

ICONIQ Strategic Partners V-B, L.P. · CIK 0001816068 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) · CIK 0002048165 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) · CIK 0002048164 · 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 V, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 20,555 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: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · price: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.exercise_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.expiration_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.expiration_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F1 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of the Issuer's Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F6 · derivative.underlying_shares: Reflects an adjustment to the conversion ratio in accordance with the terms of the preferred stock provided in the Issuer's Amended and Restated Certificate of Incorporation.

F2 · ownership.nature: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ GP II") is the sole general partner of ICONIQ Strategic Partners II, L.P., ICONIQ Strategic Partners II-B, L.P., ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ Parent GP II") is the sole general partner of ICONIQ GP II. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ GP III") is the sole general partner of ICONIQ Strategic Partners III, L.P. and ICONIQ Strategic Partners III-B, L.P. ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ Parent GP III") is the sole general partner of ICONIQ GP III. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ GP V") is the sole general partner of ICONIQ Strategic Partners V, L.P., ICONIQ Strategic Partners V-B, L.P., ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) and ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2).

F3 · ownership.nature: (continued) ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ Parent GP V") is the sole general partner of ICONIQ GP V. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ Parent GP II and ICONIQ Parent GP III and Messrs. Makan and Griffith and Matthew Jacobson are the sole equity holders of ICONIQ Parent GP V and may be deemed to have shared voting, investment and dispositive power with respect to the shares held by these entities. Each of ICONIQ GP II, ICONIQ Parent GP II, ICONIQ GP III, ICONIQ Parent GP III, ICONIQ GP V, ICONIQ Parent GP V and Messrs. 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.

Read SEC document
December 13, 2024 Filed Dec 18, 2024 00:12 UTC ConversionSeries G Preferred Stock · Derivative 44,883 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-137493 · ownership.xml · derivative · entry 32

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., Series ST · CIK 0001690039 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P. (Series ST-2) · CIK 0001731862 · 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 V, L.P. · CIK 0001816067 · 10% owner

ICONIQ Strategic Partners V-B, L.P. · CIK 0001816068 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) · CIK 0002048165 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) · CIK 0002048164 · 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 V, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 47,793 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: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · price: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.exercise_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.expiration_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.expiration_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F1 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of the Issuer's Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F6 · derivative.underlying_shares: Reflects an adjustment to the conversion ratio in accordance with the terms of the preferred stock provided in the Issuer's Amended and Restated Certificate of Incorporation.

F2 · ownership.nature: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ GP II") is the sole general partner of ICONIQ Strategic Partners II, L.P., ICONIQ Strategic Partners II-B, L.P., ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ Parent GP II") is the sole general partner of ICONIQ GP II. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ GP III") is the sole general partner of ICONIQ Strategic Partners III, L.P. and ICONIQ Strategic Partners III-B, L.P. ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ Parent GP III") is the sole general partner of ICONIQ GP III. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ GP V") is the sole general partner of ICONIQ Strategic Partners V, L.P., ICONIQ Strategic Partners V-B, L.P., ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) and ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2).

F3 · ownership.nature: (continued) ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ Parent GP V") is the sole general partner of ICONIQ GP V. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ Parent GP II and ICONIQ Parent GP III and Messrs. Makan and Griffith and Matthew Jacobson are the sole equity holders of ICONIQ Parent GP V and may be deemed to have shared voting, investment and dispositive power with respect to the shares held by these entities. Each of ICONIQ GP II, ICONIQ Parent GP II, ICONIQ GP III, ICONIQ Parent GP III, ICONIQ GP V, ICONIQ Parent GP V and Messrs. 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.

Read SEC document
December 13, 2024 Filed Dec 18, 2024 00:12 UTC ConversionSeries F Preferred Stock · Derivative 119,400 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-137493 · ownership.xml · derivative · entry 31

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., Series ST · CIK 0001690039 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P. (Series ST-2) · CIK 0001731862 · 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 V, L.P. · CIK 0001816067 · 10% owner

ICONIQ Strategic Partners V-B, L.P. · CIK 0001816068 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) · CIK 0002048165 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) · CIK 0002048164 · 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 V, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 125,721 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: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · price: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.exercise_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.expiration_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.expiration_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F1 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of the Issuer's Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F6 · derivative.underlying_shares: Reflects an adjustment to the conversion ratio in accordance with the terms of the preferred stock provided in the Issuer's Amended and Restated Certificate of Incorporation.

F2 · ownership.nature: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ GP II") is the sole general partner of ICONIQ Strategic Partners II, L.P., ICONIQ Strategic Partners II-B, L.P., ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ Parent GP II") is the sole general partner of ICONIQ GP II. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ GP III") is the sole general partner of ICONIQ Strategic Partners III, L.P. and ICONIQ Strategic Partners III-B, L.P. ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ Parent GP III") is the sole general partner of ICONIQ GP III. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ GP V") is the sole general partner of ICONIQ Strategic Partners V, L.P., ICONIQ Strategic Partners V-B, L.P., ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) and ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2).

F3 · ownership.nature: (continued) ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ Parent GP V") is the sole general partner of ICONIQ GP V. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ Parent GP II and ICONIQ Parent GP III and Messrs. Makan and Griffith and Matthew Jacobson are the sole equity holders of ICONIQ Parent GP V and may be deemed to have shared voting, investment and dispositive power with respect to the shares held by these entities. Each of ICONIQ GP II, ICONIQ Parent GP II, ICONIQ GP III, ICONIQ Parent GP III, ICONIQ GP V, ICONIQ Parent GP V and Messrs. 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.

Read SEC document
December 13, 2024 Filed Dec 18, 2024 00:12 UTC ConversionSeries A-1 Preferred Stock · Derivative 145,345 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-137493 · ownership.xml · derivative · entry 30

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., Series ST · CIK 0001690039 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P. (Series ST-2) · CIK 0001731862 · 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 V, L.P. · CIK 0001816067 · 10% owner

ICONIQ Strategic Partners V-B, L.P. · CIK 0001816068 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) · CIK 0002048165 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) · CIK 0002048164 · 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 V, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 145,345 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: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · price: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.exercise_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.expiration_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.expiration_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F1 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of the Issuer's Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F2 · ownership.nature: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ GP II") is the sole general partner of ICONIQ Strategic Partners II, L.P., ICONIQ Strategic Partners II-B, L.P., ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ Parent GP II") is the sole general partner of ICONIQ GP II. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ GP III") is the sole general partner of ICONIQ Strategic Partners III, L.P. and ICONIQ Strategic Partners III-B, L.P. ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ Parent GP III") is the sole general partner of ICONIQ GP III. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ GP V") is the sole general partner of ICONIQ Strategic Partners V, L.P., ICONIQ Strategic Partners V-B, L.P., ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) and ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2).

F3 · ownership.nature: (continued) ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ Parent GP V") is the sole general partner of ICONIQ GP V. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ Parent GP II and ICONIQ Parent GP III and Messrs. Makan and Griffith and Matthew Jacobson are the sole equity holders of ICONIQ Parent GP V and may be deemed to have shared voting, investment and dispositive power with respect to the shares held by these entities. Each of ICONIQ GP II, ICONIQ Parent GP II, ICONIQ GP III, ICONIQ Parent GP III, ICONIQ GP V, ICONIQ Parent GP V and Messrs. 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.

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December 13, 2024 Filed Dec 18, 2024 00:12 UTC ConversionSeries G Preferred Stock · Derivative 105,076 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-137493 · ownership.xml · derivative · entry 29

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., Series ST · CIK 0001690039 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P. (Series ST-2) · CIK 0001731862 · 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 V, L.P. · CIK 0001816067 · 10% owner

ICONIQ Strategic Partners V-B, L.P. · CIK 0001816068 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) · CIK 0002048165 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) · CIK 0002048164 · 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 V Co-Invest, L.P. (Series ST2)

Disclosed balance after: 0

Underlying: Class A Common Stock · 111,891 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: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · price: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.exercise_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.expiration_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.expiration_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F1 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of the Issuer's Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F6 · derivative.underlying_shares: Reflects an adjustment to the conversion ratio in accordance with the terms of the preferred stock provided in the Issuer's Amended and Restated Certificate of Incorporation.

F2 · ownership.nature: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ GP II") is the sole general partner of ICONIQ Strategic Partners II, L.P., ICONIQ Strategic Partners II-B, L.P., ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ Parent GP II") is the sole general partner of ICONIQ GP II. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ GP III") is the sole general partner of ICONIQ Strategic Partners III, L.P. and ICONIQ Strategic Partners III-B, L.P. ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ Parent GP III") is the sole general partner of ICONIQ GP III. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ GP V") is the sole general partner of ICONIQ Strategic Partners V, L.P., ICONIQ Strategic Partners V-B, L.P., ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) and ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2).

F3 · ownership.nature: (continued) ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ Parent GP V") is the sole general partner of ICONIQ GP V. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ Parent GP II and ICONIQ Parent GP III and Messrs. Makan and Griffith and Matthew Jacobson are the sole equity holders of ICONIQ Parent GP V and may be deemed to have shared voting, investment and dispositive power with respect to the shares held by these entities. Each of ICONIQ GP II, ICONIQ Parent GP II, ICONIQ GP III, ICONIQ Parent GP III, ICONIQ GP V, ICONIQ Parent GP V and Messrs. 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.

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December 13, 2024 Filed Dec 18, 2024 00:12 UTC ConversionSeries F Preferred Stock · Derivative 139,764 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-137493 · ownership.xml · derivative · entry 28

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., Series ST · CIK 0001690039 · 10% owner

ICONIQ Strategic Partners II Co-Invest, L.P. (Series ST-2) · CIK 0001731862 · 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 V, L.P. · CIK 0001816067 · 10% owner

ICONIQ Strategic Partners V-B, L.P. · CIK 0001816068 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) · CIK 0002048165 · 10% owner

ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2) · CIK 0002048164 · 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 V Co-Invest, L.P. (Series ST)

Disclosed balance after: 0

Underlying: Class A Common Stock · 147,163 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: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · price: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · price: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.exercise_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.exercise_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F4 · derivative.expiration_date: Each share of Series A-1 Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series F Preferred Stock automatically converted into Common Stock on an approximately 1:1.05 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date. Each share of Series G Preferred Stock automatically converted into Common Stock on an approximately 1:1.06 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F5 · derivative.expiration_date: (continued) Each share of Series H-1 Preferred Stock automatically converted into Common Stock on an approximately 1:1.02 basis immediately prior to the closing of the Issuer's initial public offering of Class A Common Stock and has no expiration date.

F1 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of the Issuer's Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.

F6 · derivative.underlying_shares: Reflects an adjustment to the conversion ratio in accordance with the terms of the preferred stock provided in the Issuer's Amended and Restated Certificate of Incorporation.

F2 · ownership.nature: ICONIQ Strategic Partners II GP, L.P. ("ICONIQ GP II") is the sole general partner of ICONIQ Strategic Partners II, L.P., ICONIQ Strategic Partners II-B, L.P., ICONIQ Strategic Partners II Co-Invest, L.P. (ST Series) and ICONIQ Strategic Partners II Co-Invest, L.P. (ST-2 Series). ICONIQ Strategic Partners II TT GP, Ltd. ("ICONIQ Parent GP II") is the sole general partner of ICONIQ GP II. ICONIQ Strategic Partners III GP, L.P. ("ICONIQ GP III") is the sole general partner of ICONIQ Strategic Partners III, L.P. and ICONIQ Strategic Partners III-B, L.P. ICONIQ Strategic Partners III TT GP, Ltd. ("ICONIQ Parent GP III") is the sole general partner of ICONIQ GP III. ICONIQ Strategic Partners V GP, L.P. ("ICONIQ GP V") is the sole general partner of ICONIQ Strategic Partners V, L.P., ICONIQ Strategic Partners V-B, L.P., ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST) and ICONIQ Strategic Partners V Co-Invest, L.P. (Series ST2).

F3 · ownership.nature: (continued) ICONIQ Strategic Partners V TT GP, Ltd. ("ICONIQ Parent GP V") is the sole general partner of ICONIQ GP V. Divesh Makan and William J.G. Griffith are the sole equity holders of ICONIQ Parent GP II and ICONIQ Parent GP III and Messrs. Makan and Griffith and Matthew Jacobson are the sole equity holders of ICONIQ Parent GP V and may be deemed to have shared voting, investment and dispositive power with respect to the shares held by these entities. Each of ICONIQ GP II, ICONIQ Parent GP II, ICONIQ GP III, ICONIQ Parent GP III, ICONIQ GP V, ICONIQ Parent GP V and Messrs. 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.

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