Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Navan, Inc.NAVN · Entity 3707 | Director · Chief Technology Officer | September 21, 2026 | September 23, 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 September 21, 2026 · Filed September 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 769,820 |
Reported balance
After 2026-09-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-21 · Sale · Disposed 36,040 · Balance 769,820 F1: The sale reported on this Form 4 represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs). The sale satisfies the tax withholding obligations to be funded by a mandatory "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F2: Includes 640,867 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported on this Form 4 represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs). The sale satisfies the tax withholding obligations to be funded by a mandatory "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.
F2: Includes 640,867 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting.
Transaction history
JSON APIPurchases/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 |
|---|---|---|---|---|---|---|
| September 21, 2026 Filed Sep 23, 2026 23:35 UTC | Navan, Inc. NAVN · Entity 3707 | SaleClass A Common Stock | 36,040 | $21.27 | $766,718.56 |
DisclosureSEC source: 0002085105-26-000015 · form4-09232026_110904.xml · nonDerivative · entry 1 Twig Ilan Ezra · CIK 0002085105 · Director · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 769,820 F1 · kind: The sale reported on this Form 4 represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs). The sale satisfies the tax withholding obligations to be funded by a mandatory "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F2 · balance_after: Includes 640,867 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. Read SEC document |
| June 22, 2026 Filed Jun 23, 2026 21:44 UTC | Navan, Inc. NAVN · Entity 3707 | SaleClass A Common Stock | 24,726 | $21.06 | $520,816.10 |
DisclosureSEC source: 0002085105-26-000011 · form4-06232026_090624.xml · nonDerivative · entry 1 Twig Ilan Ezra · CIK 0002085105 · Director · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 805,860 F1 · kind: The sale reported on this Form 4 represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs). The sale satisfies the tax withholding obligations to be funded by a mandatory "sell to cover" transaction and does not represent a discretionary trade 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 $21.04 to $21.77, inclusive. 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. F3 · balance_after: Includes 695,825 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. Read SEC document |
| May 21, 2026 Filed May 26, 2026 23:55 UTC | Navan, Inc. NAVN · Entity 3707 | GrantClass A Common Stock | 292,112 | $0.00 | $0.00 |
DisclosureSEC source: 0002085105-26-000007 · form4-05262026_110541.xml · nonDerivative · entry 1 Twig Ilan Ezra · CIK 0002085105 · Director · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 830,366 F1 · shares: Represents restricted stock units ("RSUs"), each of which represents a contingent right to receive one share of Issuer's Class A Common Stock. The RSUs are subject to a time-based service condition , which will be satisfied as to 1/16th of the total number of such RSUs every quarter, subject to Reporting Person's continued service through each vesting date. F2 · balance_after: Includes 732,527 RSUs. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 21:33 UTC | Navan, Inc. NAVN · Entity 3707 | SaleClass A Common Stock | 49,210 | $8.62 | $424,293.54 |
DisclosureSEC source: 0002085105-26-000005 · form4-03242026_090332.xml · nonDerivative · entry 1 Twig Ilan Ezra · CIK 0002085105 · Director · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 538,012 F1 · kind: The sale reported on this Form 4 represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs). The sale satisfies the tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade 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 $8.62 to $8.665, inclusive. 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. F3 · balance_after: Includes 440,415 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. Read SEC document |
| October 31, 2025 Filed Nov 1, 2025 00:51 UTC | Navan, Inc. NAVN · Entity 3707 | ConversionClass B Common Stock · Derivative | 766,666 | $0.00 | $0.00 |
DisclosureSEC source: 0002085105-25-000008 · form4-11012025_121114.xml · derivative · entry 8 Twig Ilan Ezra · CIK 0002085105 · Director · Chief Technology Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By the Leeor Eli Twig GST Trust Disclosed balance after: 766,666 Underlying: Class A Common Stock · 766,666 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. F6 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F2 · derivative.underlying: Upon the completion of the Issuer's initial public offering of Class A Common Stock ("IPO"), each share of Class A Common Stock was exchanged at a 1:1 ratio for shares of Class B Common Stock. F4 · ownership.nature: The shares are held of record by the Leeor Eli Twig GST Trust, for which the Reporting Person may be deemed to have voting and investment power. Read SEC document |
| October 31, 2025 Filed Nov 1, 2025 00:51 UTC | Navan, Inc. NAVN · Entity 3707 | ConversionClass B Common Stock · Derivative | 127,846 | $0.00 | $0.00 |
DisclosureSEC source: 0002085105-25-000008 · form4-11012025_121114.xml · derivative · entry 7 Twig Ilan Ezra · CIK 0002085105 · Director · Chief Technology Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Twig Irrevocable Gift Trust Disclosed balance after: 127,846 Underlying: Class A Common Stock · 127,846 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. F6 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F2 · derivative.underlying: Upon the completion of the Issuer's initial public offering of Class A Common Stock ("IPO"), each share of Class A Common Stock was exchanged at a 1:1 ratio for shares of Class B Common Stock. F3 · ownership.nature: The shares are held of record by The Twig Irrevocable Gift Trust, for which the Reporting Person may be deemed to have voting and investment power. Read SEC document |
| October 31, 2025 Filed Nov 1, 2025 00:51 UTC | Navan, Inc. NAVN · Entity 3707 | ConversionClass B Common Stock · Derivative | 8,939,081 | $0.00 | $0.00 |
DisclosureSEC source: 0002085105-25-000008 · form4-11012025_121114.xml · derivative · entry 6 Twig Ilan Ezra · CIK 0002085105 · Director · Chief Technology Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Ilan Twig Living Trust Disclosed balance after: 8,939,081 Underlying: Class A Common Stock · 8,939,081 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. F6 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock. The Class B Common Stock has no expiration date. F2 · derivative.underlying: Upon the completion of the Issuer's initial public offering of Class A Common Stock ("IPO"), each share of Class A Common Stock was exchanged at a 1:1 ratio for shares of Class B Common Stock. F1 · ownership.nature: The shares are held of record by The Ilan Twig Living Trust, for which the Reporting Person is the trustee. Read SEC document |
| October 31, 2025 Filed Nov 1, 2025 00:51 UTC | Navan, Inc. NAVN · Entity 3707 | ConversionClass A Common Stock | 766,666 | $0.00 | $0.00 |
DisclosureSEC source: 0002085105-25-000008 · form4-11012025_121114.xml · nonDerivative · entry 4 Twig Ilan Ezra · CIK 0002085105 · Director · Chief Technology Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By the Leeor Eli Twig GST Trust Disclosed balance after: 0 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. F2 · security: Upon the completion of the Issuer's initial public offering of Class A Common Stock ("IPO"), each share of Class A Common Stock was exchanged at a 1:1 ratio for shares of Class B Common Stock. F4 · ownership.nature: The shares are held of record by the Leeor Eli Twig GST Trust, for which the Reporting Person may be deemed to have voting and investment power. Read SEC document |
| October 31, 2025 Filed Nov 1, 2025 00:51 UTC | Navan, Inc. NAVN · Entity 3707 | ConversionClass A Common Stock | 127,846 | $0.00 | $0.00 |
DisclosureSEC source: 0002085105-25-000008 · form4-11012025_121114.xml · nonDerivative · entry 3 Twig Ilan Ezra · CIK 0002085105 · Director · Chief Technology Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Twig Irrevocable Gift Trust Disclosed balance after: 0 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. F2 · security: Upon the completion of the Issuer's initial public offering of Class A Common Stock ("IPO"), each share of Class A Common Stock was exchanged at a 1:1 ratio for shares of Class B Common Stock. F3 · ownership.nature: The shares are held of record by The Twig Irrevocable Gift Trust, for which the Reporting Person may be deemed to have voting and investment power. Read SEC document |
| October 31, 2025 Filed Nov 1, 2025 00:51 UTC | Navan, Inc. NAVN · Entity 3707 | ConversionClass A Common Stock | 8,939,081 | $0.00 | $0.00 |
DisclosureSEC source: 0002085105-25-000008 · form4-11012025_121114.xml · nonDerivative · entry 2 Twig Ilan Ezra · CIK 0002085105 · Director · Chief Technology Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Ilan Twig Living Trust Disclosed balance after: 0 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. F2 · security: Upon the completion of the Issuer's initial public offering of Class A Common Stock ("IPO"), each share of Class A Common Stock was exchanged at a 1:1 ratio for shares of Class B Common Stock. F1 · ownership.nature: The shares are held of record by The Ilan Twig Living Trust, for which the Reporting Person is the trustee. Read SEC document |
| October 31, 2025 Filed Nov 1, 2025 00:51 UTC | Navan, Inc. NAVN · Entity 3707 | SaleClass A Common Stock | 1,000,000 | $25.00 | $25,000,000.00 |
DisclosureSEC source: 0002085105-25-000008 · form4-11012025_121114.xml · nonDerivative · entry 1 Twig Ilan Ezra · CIK 0002085105 · Director · Chief Technology Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Ilan Twig Living Trust Disclosed balance after: 8,939,081 F1 · ownership.nature: The shares are held of record by The Ilan Twig Living Trust, for which the Reporting Person is the trustee. 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.