person · Reporting owner

Kaveripatnam Sandesh

Disclosed activity across 2 companies

Tapewire entity: 20236
SEC CIK: 0001753516

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Navan, Inc.NAVN · Entity 3707	Director	August 20, 2026	August 24, 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.

Navan, Inc.

Report date August 20, 2026 · Filed August 24, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	46,205	Reported balance After 2026-08-20 transaction · row 1 1 source row Row 1 · 2026-08-20 · Grant · Acquired 394 · Balance 46,205 F1: Represents Class A Common Stock underlying restricted stock units that are fully vested on the grant date issued to the Reporting Person in lieu of a cash retainer for board service in the amount of $11,250.
Class A Common StockSEC Table I · non-derivative	IndirectBy PI Opportunities Fund II	2,705,707	Reported balance Holding disclosure · report date 2026-08-20 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 2,705,707
Class A Common StockSEC Table I · non-derivative	IndirectBy Napean Trading and Investment Company (Singapore) PTE. LTC.	5,874,257	Reported balance Holding disclosure · report date 2026-08-20 · row 3 Holding and transaction disclosures are not merged. 1 source row Row 3 · Balance 5,874,257

Filing footnotes · ownership attribution and instrument terms

F1: Represents Class A Common Stock underlying restricted stock units that are fully vested on the grant date issued to the Reporting Person in lieu of a cash retainer for board service in the amount of $11,250.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Anaplan, Inc.

Report date June 22, 2022 · Filed June 27, 2022

Section 16 reporting ended · disclosed 2022-06-27. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosure context
Common StockSEC Table I · non-derivative	Direct	Reported balance After 2022-06-22 transaction · row 1 1 source row Row 1 · 2022-06-22 · Disposition to issuer · Disposed 62,820 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of March 20, 2022, as amended by that certain Amendment to the Agreement and Plan of Merger, dated as of June 6, 2022 (the "Merger Agreement") by and among the Issuer, Anaplan Holdings, LLC (f/k/a Alpine Parent, LLC), a Delaware limited liability company, and Alpine Merger Sub, Inc., a Delaware corporation, whereby, immediately prior to the effective time of the merger contemplated therein (the "Effective Time"), all issued and outstanding shares of Issuer common stock were converted into the right to receive $63.75 per share in cash and, when so converted, automatically cancelled.
Common StockSEC Table I · non-derivative	IndirectBy Napean Trading and Investment Company (Singapore) Pte. LTD	Reported balance After 2022-06-22 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 2 · 2022-06-22 · Disposition to issuer · Disposed 2,063,404 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of March 20, 2022, as amended by that certain Amendment to the Agreement and Plan of Merger, dated as of June 6, 2022 (the "Merger Agreement") by and among the Issuer, Anaplan Holdings, LLC (f/k/a Alpine Parent, LLC), a Delaware limited liability company, and Alpine Merger Sub, Inc., a Delaware corporation, whereby, immediately prior to the effective time of the merger contemplated therein (the "Effective Time"), all issued and outstanding shares of Issuer common stock were converted into the right to receive $63.75 per share in cash and, when so converted, automatically cancelled. F2: Mr. Kaveripatnam is affiliated with Premji Invest. Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein.
Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.63 · Expires 2029-06-05	Direct	Reported balance After 2022-06-22 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2022-06-22 · Disposition to issuer · Disposed 2,770 · Balance 0 F3: The Stock Option, which provided for service-based vesting in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant and (ii) the one-year anniversary of the Date of Grant, was cancelled pursuant to the Merger Agreement in exchange for a cash payment representing the difference between the per share exercise price of the option and the $63.75 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment.

Filing footnotes · ownership attribution and instrument terms

F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of March 20, 2022, as amended by that certain Amendment to the Agreement and Plan of Merger, dated as of June 6, 2022 (the "Merger Agreement") by and among the Issuer, Anaplan Holdings, LLC (f/k/a Alpine Parent, LLC), a Delaware limited liability company, and Alpine Merger Sub, Inc., a Delaware corporation, whereby, immediately prior to the effective time of the merger contemplated therein (the "Effective Time"), all issued and outstanding shares of Issuer common stock were converted into the right to receive $63.75 per share in cash and, when so converted, automatically cancelled.

F2: Mr. Kaveripatnam is affiliated with Premji Invest. Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein.

F3: The Stock Option, which provided for service-based vesting in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant and (ii) the one-year anniversary of the Date of Grant, was cancelled pursuant to the Merger Agreement in exchange for a cash payment representing the difference between the per share exercise price of the option and the $63.75 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment.

Transaction history

JSON API

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
October 16, 2018 Filed Oct 18, 2018 17:04 UTC	Anaplan, Inc. PLAN · Entity 125824	ConversionSeries E Convertible Preferred Stock · Derivative	3,861,730	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-18-026968 · doc4.xml · derivative · entry 7 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Napean Trading and Investment Company (Singapore) Pte. LTD Disclosed balance after: 0 Underlying: Common Stock · 3,861,730 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: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. F4 · price: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. F4 · derivative.exercise_date: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. F4 · derivative.expiration_date: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. F3 · ownership.nature: Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest. Sandesh Kaveripatnam is a member of our board of directors and is a partner of Napean Trading and Investment Co (Singapore) Pte. Ltd and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein. Read SEC document
October 16, 2018 Filed Oct 18, 2018 17:04 UTC	Anaplan, Inc. PLAN · Entity 125824	ConversionSeries A Convertible Preferred Stock · Derivative	327,168	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-18-026968 · doc4.xml · derivative · entry 6 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Napean Trading and Investment Company (Singapore) Pte. LTD Disclosed balance after: 0 Underlying: Common Stock · 327,168 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: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. F4 · price: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. F4 · derivative.exercise_date: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. F4 · derivative.expiration_date: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. F3 · ownership.nature: Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest. Sandesh Kaveripatnam is a member of our board of directors and is a partner of Napean Trading and Investment Co (Singapore) Pte. Ltd and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein. Read SEC document
October 16, 2018 Filed Oct 18, 2018 17:04 UTC	Anaplan, Inc. PLAN · Entity 125824	ConversionSeries A Convertible Preferred Stock · Derivative	35,806	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-18-026968 · doc4.xml · derivative · entry 5 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,806 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: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. F4 · price: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. F4 · derivative.exercise_date: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. F4 · derivative.expiration_date: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. Read SEC document
October 16, 2018 Filed Oct 18, 2018 17:04 UTC	Anaplan, Inc. PLAN · Entity 125824	PurchaseCommon Stock	1,075,588	$17.00	$18,284,996.00	Disclosure SEC source: 0000899243-18-026968 · doc4.xml · nonDerivative · entry 4 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Napean Trading and Investment Company (Singapore) Pte. LTD Disclosed balance after: 8,857,500 F2 · shares: Represents shares purchased in a private placement that closed concurrently with the Issuer's initial public offering. F3 · ownership.nature: Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest. Sandesh Kaveripatnam is a member of our board of directors and is a partner of Napean Trading and Investment Co (Singapore) Pte. Ltd and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein. Read SEC document
October 16, 2018 Filed Oct 18, 2018 17:04 UTC	Anaplan, Inc. PLAN · Entity 125824	ConversionCommon Stock	6,461,625	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-18-026968 · doc4.xml · nonDerivative · entry 3 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Napean Trading and Investment Company (Singapore) Pte. LTD Disclosed balance after: 7,781,812 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The total represents shares received upon conversion of shares of Series A Convertible Preferred Stock, Series B Convertible Preferred Stock, Series E Convertible Preferred Stock and Series F Convertible Preferred Stock. F4 · price: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. F3 · ownership.nature: Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest. Sandesh Kaveripatnam is a member of our board of directors and is a partner of Napean Trading and Investment Co (Singapore) Pte. Ltd and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein. Read SEC document
October 16, 2018 Filed Oct 18, 2018 17:04 UTC	Anaplan, Inc. PLAN · Entity 125824	PurchaseCommon Stock	29,411	$17.00	$499,987.00	Disclosure SEC source: 0000899243-18-026968 · doc4.xml · nonDerivative · entry 2 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,716 F2 · shares: Represents shares purchased in a private placement that closed concurrently with the Issuer's initial public offering. Read SEC document
October 16, 2018 Filed Oct 18, 2018 17:04 UTC	Anaplan, Inc. PLAN · Entity 125824	ConversionCommon Stock	35,806	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-18-026968 · doc4.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,305 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The total represents shares received upon conversion of shares of Series A Convertible Preferred Stock, Series B Convertible Preferred Stock, Series E Convertible Preferred Stock and Series F Convertible Preferred Stock. F4 · price: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. Read SEC document

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