Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Navan, Inc.NAVN · Entity 3707 | President | 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 | 539,341 |
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 8,977 · Balance 539,341 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 326,438 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 326,438 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 23:36 UTC | Navan, Inc. NAVN · Entity 3707 | SaleClass A Common Stock | 8,977 | $21.27 | $190,977.60 |
DisclosureSEC source: 0002085077-26-000023 · form4-09232026_110949.xml · nonDerivative · entry 1 Sindicich Michael Eric · CIK 0002085077 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 539,341 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 326,438 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 21:47 UTC | Navan, Inc. NAVN · Entity 3707 | SaleClass A Common Stock | 2,176 | $21.06 | $45,827.43 |
DisclosureSEC source: 0002085077-26-000019 · form4-06232026_090643.xml · nonDerivative · entry 1 Sindicich Michael Eric · CIK 0002085077 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 548,318 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 $21.64, 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 (i) 1,243 shares acquired under the Navan, Inc. 2025 Employee Stock Purchase Plan on June 15, 2026 and (ii) 350,538 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 28, 2026 Filed Jun 1, 2026 20:48 UTC | Navan, Inc. NAVN · Entity 3707 | SaleClass A Common Stock | 51,169 | $20.20 | $1,033,547.28 |
DisclosureSEC source: 0002085077-26-000015 · form4-06012026_080621.xml · nonDerivative · entry 1 Sindicich Michael Eric · CIK 0002085077 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 549,251 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on January 5, 2026. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.00 to $20.44, 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 356,381 restricted stock units, 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 23:52 UTC | Navan, Inc. NAVN · Entity 3707 | GrantClass A Common Stock | 292,112 | $0.00 | $0.00 |
DisclosureSEC source: 0002085077-26-000013 · form4-05262026_110525.xml · nonDerivative · entry 1 Sindicich Michael Eric · CIK 0002085077 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600,420 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 356,381 RSUs, Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 21:35 UTC | Navan, Inc. NAVN · Entity 3707 | SaleClass A Common Stock | 2,206 | $8.62 | $19,010.43 |
DisclosureSEC source: 0002085077-26-000010 · form4-03242026_090352.xml · nonDerivative · entry 1 Sindicich Michael Eric · CIK 0002085077 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,308 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 $8.57 to $8.62, 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 64,269 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. Read SEC document |
| January 28, 2026 Filed Jan 30, 2026 21:20 UTC | Navan, Inc. NAVN · Entity 3707 | SaleClass A Common Stock | 268 | $14.03 | $3,760.04 |
DisclosureSEC source: 0002085077-26-000007 · form4-01302026_090106.xml · nonDerivative · entry 2 Sindicich Michael Eric · CIK 0002085077 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,514 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 · balance_after: Includes 70,112 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. Read SEC document |
| January 28, 2026 Filed Jan 30, 2026 21:20 UTC | Navan, Inc. NAVN · Entity 3707 | SaleClass A Common Stock | 9,081 | $13.85 | $125,771.85 |
DisclosureSEC source: 0002085077-26-000007 · form4-01302026_090106.xml · nonDerivative · entry 1 Sindicich Michael Eric · CIK 0002085077 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,782 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. Read SEC document |
| October 31, 2025 Filed Nov 1, 2025 00:54 UTC | Navan, Inc. NAVN · Entity 3707 | Exercise / conversionStock Option (Right to Buy) · Derivative | 182,084 | $0.00 Strike: $10.05 | $0.00 |
DisclosureSEC source: 0002085077-25-000006 · form4-11012025_121113.xml · derivative · entry 5 Sindicich Michael Eric · CIK 0002085077 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,249 Underlying: Class A Common Stock · 182,084 shares Expires 2031-03-17 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 · derivative.exercise_date: The shares subject to the stock option are fully vested. Read SEC document |
| October 31, 2025 Filed Nov 1, 2025 00:54 UTC | Navan, Inc. NAVN · Entity 3707 | Exercise / conversionStock Option (Right to Buy) · Derivative | 49,758 | $0.00 Strike: $0.68 | $0.00 |
DisclosureSEC source: 0002085077-25-000006 · form4-11012025_121113.xml · derivative · entry 4 Sindicich Michael Eric · CIK 0002085077 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 49,758 shares Expires 2028-09-15 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 · derivative.exercise_date: The shares subject to the stock option are fully vested. Read SEC document |
| October 31, 2025 Filed Nov 1, 2025 00:54 UTC | Navan, Inc. NAVN · Entity 3707 | SaleClass A Common Stock | 231,842 | $25.00 | $5,796,050.00 |
DisclosureSEC source: 0002085077-25-000006 · form4-11012025_121113.xml · nonDerivative · entry 3 Sindicich Michael Eric · CIK 0002085077 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 319,863 F1 · balance_after: Includes 93,483 restricted stock units, 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 00:54 UTC | Navan, Inc. NAVN · Entity 3707 | Exercise / conversionClass A Common Stock | 182,084 | $10.05 | $1,829,944.20 |
DisclosureSEC source: 0002085077-25-000006 · form4-11012025_121113.xml · nonDerivative · entry 2 Sindicich Michael Eric · CIK 0002085077 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 551,705 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 · balance_after: Includes 93,483 restricted stock units, 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 00:54 UTC | Navan, Inc. NAVN · Entity 3707 | Exercise / conversionClass A Common Stock | 49,758 | $0.68 | $33,959.84 |
DisclosureSEC source: 0002085077-25-000006 · form4-11012025_121113.xml · nonDerivative · entry 1 Sindicich Michael Eric · CIK 0002085077 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,621 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 · balance_after: Includes 93,483 restricted stock units, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. 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.