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Klein Jason

Disclosed activity across 1 company

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18765
SEC CIK
0001863374

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Paymentus Holdings, Inc.PAY · Entity 3983DirectorAugust 26, 2026August 28, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

Paymentus Holdings, Inc.

Report date August 26, 2026 · Filed August 28, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectSee footnote1,496 Reported balance After 2026-08-26 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2026-08-26 · Other · Acquired 546 · Balance 1,496

F1: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Class B Common StockSEC Table II · derivative / convertible securityIndirectSee footnote2,899,940 Reported balance After 2026-08-26 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-08-26 · Other · Acquired 400,022 · Balance 2,899,940

F3: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Filing footnotes · ownership attribution and instrument terms

F1: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

F3: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

Transaction history

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
August 26, 2026 Filed Aug 28, 2026 18:43 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 400,022 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-374909 · ownership.xml · derivative · entry 2

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 2,899,940

Underlying: Class A Common Stock · 400,022 shares

Expires not disclosed

F3 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F3 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Read SEC document
August 26, 2026 Filed Aug 28, 2026 18:43 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass A Common Stock 546 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-374909 · ownership.xml · nonDerivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,496

F1 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Read SEC document
August 17, 2026 Filed Aug 20, 2026 00:34 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 328,915 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-357363 · ownership.xml · derivative · entry 2

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 2,499,918

Underlying: Class A Common Stock · 328,915 shares

Expires not disclosed

F3 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F3 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Read SEC document
August 17, 2026 Filed Aug 20, 2026 00:34 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass A Common Stock 950 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-357363 · ownership.xml · nonDerivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 950

F1 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Read SEC document
December 10, 2025 Filed Dec 12, 2025 23:18 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 145,596 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-317871 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 2,171,003

Underlying: Class A Common Stock · 145,596 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Read SEC document
November 17, 2025 Filed Nov 19, 2025 23:40 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 145,709 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-288481 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 2,025,407

Underlying: Class A Common Stock · 145,709 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Read SEC document
September 10, 2025 Filed Sep 12, 2025 20:30 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 146,551 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-114558 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,879,698

Underlying: Class A Common Stock · 146,551 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Read SEC document
September 03, 2025 Filed Sep 5, 2025 21:27 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 146,468 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-113282 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,733,147

Underlying: Class A Common Stock · 146,468 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Read SEC document
August 26, 2025 Filed Aug 28, 2025 23:08 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 146,675 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-112100 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,586,679

Underlying: Class A Common Stock · 146,675 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Read SEC document
August 20, 2025 Filed Aug 22, 2025 21:51 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 145,863 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-111057 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,440,004

Underlying: Class A Common Stock · 145,863 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Read SEC document
June 10, 2025 Filed Jun 12, 2025 23:30 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 146,758 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-085719 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,294,141

Underlying: Class A Common Stock · 146,758 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Read SEC document
June 02, 2025 Filed Jun 5, 2025 00:00 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 147,113 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-081902 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,147,383

Underlying: Class A Common Stock · 147,113 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Read SEC document
May 15, 2025 Filed May 19, 2025 22:00 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 146,010 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-074629 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 853,144

Underlying: Class A Common Stock · 146,010 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Read SEC document
May 15, 2025 Filed May 23, 2025 21:30 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 147,126 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-077134 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 1,000,270

Underlying: Class A Common Stock · 147,126 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Read SEC document
March 14, 2025 Filed Mar 19, 2025 00:30 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 113,919 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-041652 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 707,134

Underlying: Class A Common Stock · 113,919 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Read SEC document
December 05, 2024 Filed Dec 7, 2024 01:17 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 297,321 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-134297 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 593,215

Underlying: Class A Common Stock · 297,321 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

Read SEC document
November 26, 2024 Filed Nov 28, 2024 02:00 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 147,905 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-131689 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 295,894

Underlying: Class A Common Stock · 147,905 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

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September 11, 2024 Filed Sep 13, 2024 21:09 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 34,133 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-106450 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 147,989

Underlying: Class A Common Stock · 34,133 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

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August 22, 2024 Filed Aug 26, 2024 23:57 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 67,885 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-100721 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 113,856

Underlying: Class A Common Stock · 67,885 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

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March 14, 2024 Filed Mar 19, 2024 00:49 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 33,947 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-033089 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 45,971

Underlying: Class A Common Stock · 33,947 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

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November 20, 2023 Filed Nov 22, 2023 02:00 UTC Paymentus Holdings, Inc. PAY · Entity 3983 OtherClass B Common Stock · Derivative 12,024 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-065680 · ownership.xml · derivative · entry 1

Klein Jason · CIK 0001863374 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 12,024

Underlying: Class A Common Stock · 12,024 shares

Expires not disclosed

F1 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F2 · kind: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F2 · price: Shares received in a pro rata distribution from funds affiliated with Accel-KKR. The acquisition of such shares was exempt pursuant to Rule 16a-9(a) under the Securities Exchange Act of 1934, as amended.

F1 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date.

F3 · ownership.nature: Shares held by The Jason and Farah Klein Revocable Trust dtd 1/27/2011.

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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.