Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Klaviyo, Inc.KVYO · Entity 3775 | Director | June 09, 2026 | June 12, 2026 |
| NERDWALLET, INC.NRDS · Entity 2280 | Director | May 21, 2025 | May 23, 2025 |
| RISKIFIED LTD.RSKD · Entity 868 | Director | March 18, 2026 | March 18, 2026 |
| SMARTSHEET INCSMAR · Entity 83899 | CFO and Treasurer | November 13, 2020 | November 17, 2020 |
| VEEA INC.PLMI · Entity 8262 | Director | March 15, 2021 | March 16, 2021 |
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.
Klaviyo, Inc.
Report date June 09, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Common StockSEC Table I · non-derivative | Direct | 45,513 |
Reported balance
After 2026-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 14,822 · Balance 45,513 F1: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 9, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. F2: Consists of (i) 30,691 shares of Series A Common Stock and (ii) 14,822 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 9, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date.
F2: Consists of (i) 30,691 shares of Series A Common Stock and (ii) 14,822 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.
NERDWALLET, INC.
Report date May 21, 2025 · Filed May 23, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 54,236 |
Reported balance
After 2025-05-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-21 · Grant · Acquired 18,137 · Balance 54,236 F1: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer. F2: Includes 18,137 RSUs payable solely in the Class A Common Stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer.
F2: Includes 18,137 RSUs payable solely in the Class A Common Stock of the Issuer.
RISKIFIED LTD.
Report date March 18, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary SharesSEC Table I · non-derivative | Direct | 167,008 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 167,008 F1: Includes Class A Ordinary Shares and outstanding restricted stock units (RSUs) held by the Reporting Person. Each RSU represents the right to receive one Class A Ordinary Share upon vesting and settlement. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes Class A Ordinary Shares and outstanding restricted stock units (RSUs) held by the Reporting Person. Each RSU represents the right to receive one Class A Ordinary Share upon vesting and settlement.
SMARTSHEET INC
Report date November 13, 2020 · Filed November 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 219,535 |
Ending reported balance
After 2020-11-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-11-13 · Exercise / conversion · Acquired 1,176 · Balance 219,998 F1: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. Row 2 · 2020-11-13 · Tax withholding · Disposed 463 · Balance 219,535 F2: Represents the number of shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs and does not represent a sale by the reporting person. |
| Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security · Expires 2029-03-28 | Direct | 10,587 |
Reported balance
After 2020-11-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-11-13 · Exercise / conversion · Disposed 1,176 · Balance 10,587 F1: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F3: The RSUs shall vest as to 25% of the total shares on February 15, 2020 and then 6.25% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement.
F2: Represents the number of shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs and does not represent a sale by the reporting person.
F3: The RSUs shall vest as to 25% of the total shares on February 15, 2020 and then 6.25% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date.
VEEA INC.
Report date March 15, 2021 · Filed March 16, 2021
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| May 10, 2019 Filed May 14, 2019 23:39 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 10,000 | $41.00 | $410,000.00 |
DisclosureSEC source: 0001652155-19-000005 · wf-form4_155787717170116.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,393 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. Read SEC document |
| May 10, 2019 Filed May 14, 2019 23:39 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000005 · wf-form4_155787717170116.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,393 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: Represents the number of shares that were acquired upon conversion of Class B Common Stock to Class A Common Stock. F2 · balance_after: Includes 923 shares of Class A Common Stock acquired under the issuer's employee stock purchase plan on March 24, 2019. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 23:18 UTC | SMARTSHEET INC SMAR · Entity 83899 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 18,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000003 · wf-form4_155424709424246.xml · derivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,819 Underlying: Class A Common Stock · 18,819 shares Expires 2029-03-28 F2 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs shall vest as to 25% of the total shares on February 15, 2020 and then 6.25% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 23:18 UTC | SMARTSHEET INC SMAR · Entity 83899 | GrantStock Option (right to buy Class A Common Stock) · Derivative | 40,427 | $0.00 Strike: $40.79 | $0.00 |
DisclosureSEC source: 0001652155-19-000003 · wf-form4_155424709424246.xml · derivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,427 Underlying: Class A Common Stock · 40,427 shares Expires 2029-03-28 F1 · derivative.exercise_date: The option shall vest as to 25% of the total shares on February 15, 2020 and then 6.25% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 21:42 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass B Common Stock · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-19-000009 · wf-form4_155363654779678.xml · derivative · entry 5 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,945 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · security: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F7 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F8 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. F7 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F7 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 21:42 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 5,663 | $43.92 | $248,705.37 |
DisclosureSEC source: 0001366561-19-000009 · wf-form4_155363654779678.xml · nonDerivative · entry 4 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,470 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.78 to $44.19 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 21:42 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 47,100 | $42.92 | $2,021,334.18 |
DisclosureSEC source: 0001366561-19-000009 · wf-form4_155363654779678.xml · nonDerivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,133 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.615 to $43.30 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 21:42 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 47,237 | $42.19 | $1,992,867.62 |
DisclosureSEC source: 0001366561-19-000009 · wf-form4_155363654779678.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,233 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.60 to $42.595 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 21:42 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-19-000009 · wf-form4_155363654779678.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,470 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: Represents the number of shares that were acquired upon conversion of Class B Common Stock to Class A Common Stock. F2 · balance_after: Includes 1,470 shares of Class A Common Stock acquired under the issuer's employee stock purchase plan on September 25, 2018. Read SEC document |
| May 01, 2018 Filed May 1, 2018 23:08 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass B Common Stock · Derivative | 120,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-005586 · wf-form4_152521606648815.xml · derivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,945 Underlying: Class A Common Stock · 120,431 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. F2 · security: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F2 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F2 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F2 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| May 01, 2018 Filed May 1, 2018 23:08 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionSeries F Preferred Stock · Derivative | 120,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-005586 · wf-form4_152521606648815.xml · derivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 120,431 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. F1 · derivative.exercise_price: Each share of the issuer's Series F Preferred Stock automatically converted into 1 share of the issuer's Class B Common Stock on May 1, 2018 in connection with the closing of the issuer's sale of its Class A Common Stock in its firm commitment initial public offering (the "IPO") pursuant to a registration statement on Form S-1 (File No. 333-223914) under the Securities Act of 1933, as amended, and had no expiration date. F1 · derivative.exercise_date: Each share of the issuer's Series F Preferred Stock automatically converted into 1 share of the issuer's Class B Common Stock on May 1, 2018 in connection with the closing of the issuer's sale of its Class A Common Stock in its firm commitment initial public offering (the "IPO") pursuant to a registration statement on Form S-1 (File No. 333-223914) under the Securities Act of 1933, as amended, and had no expiration date. F1 · derivative.expiration_date: Each share of the issuer's Series F Preferred Stock automatically converted into 1 share of the issuer's Class B Common Stock on May 1, 2018 in connection with the closing of the issuer's sale of its Class A Common Stock in its firm commitment initial public offering (the "IPO") pursuant to a registration statement on Form S-1 (File No. 333-223914) under the Securities Act of 1933, as amended, and had no expiration date. F2 · derivative.underlying: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has 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.