Mehta Apoorva

SEC source: 0000950170-25-052294 · ownership.xml · nonDerivative · entry 1

Mehta Apoorva · CIK 0001991547 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 17,413,892

F1 · ownership.nature: 15,530,661 shares of common stock of the issuer (the "Shares") are held by The Apoorva Mehta Revocable Trust, dated June 20, 2018, of which the reporting person is trustee and has sole voting and dispositive power, and 1,883,231 Shares are held by AM Investment Holdings LLC (the "LLC"), which is beneficially owned by the reporting person and over which the reporting person has sole voting and dispositive power.

SEC source: 0000950170-25-029448 · ownership.xml · derivative · entry 2

Mehta Apoorva · CIK 0001991547 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 747,040

Underlying: Common Stock · 747,040 shares

Expires not disclosed

F2 · derivative.exercise_price: On February 25, 2025, the reporting person, through the LLC, entered into a prepaid variable forward sale contract with an unaffiliated third-party purchaser. The contract obligates the LLC to deliver to the purchaser, at the LLC's election, up to an aggregate of 747,040 Shares or an equivalent amount of cash based on the market price of the Shares on the relevant maturity date, over the course of the maturity dates of the contract (occurring in two equal components on May 21 and 22, 2026). In exchange for assuming this obligation, the LLC received a cash payment of $27,466,270.27. The LLC pledged 747,040 Shares (the "Pledged Shares") to secure its obligations under the contract, and retained dividend and voting rights in the Pledged Shares during the term of the pledge, subject to certain payments the LLC may need to make to the purchaser with respect to certain dividends under the terms of the contract.

F3 · derivative.exercise_price: The number of Shares to be delivered to the purchaser (or on which to base the amount of cash to be delivered to the purchaser) on the maturity dates is to be determined as follows: (a) if the volume-weighted average price of the Shares on the relevant valuation date for the applicable component as determined under the contract (each, a "Settlement Price") is less than or equal to $38.9479 per share (the "Floor Price"), the LLC will deliver to the purchaser all of the Pledged Shares for the applicable component; (b) if such Settlement Price is greater than the Floor Price but less than or equal to $63.2904 (the "Cap Price"), the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price and the denominator of which is such Settlement Price; and (c) if such Settlement Price is greater than the Cap Price,

F4 · derivative.exercise_price: (Continued from footnote 3) the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price plus the excess of such Settlement Price over the Cap Price and the denominator of which is such Settlement Price.

F2 · kind: On February 25, 2025, the reporting person, through the LLC, entered into a prepaid variable forward sale contract with an unaffiliated third-party purchaser. The contract obligates the LLC to deliver to the purchaser, at the LLC's election, up to an aggregate of 747,040 Shares or an equivalent amount of cash based on the market price of the Shares on the relevant maturity date, over the course of the maturity dates of the contract (occurring in two equal components on May 21 and 22, 2026). In exchange for assuming this obligation, the LLC received a cash payment of $27,466,270.27. The LLC pledged 747,040 Shares (the "Pledged Shares") to secure its obligations under the contract, and retained dividend and voting rights in the Pledged Shares during the term of the pledge, subject to certain payments the LLC may need to make to the purchaser with respect to certain dividends under the terms of the contract.

F3 · kind: The number of Shares to be delivered to the purchaser (or on which to base the amount of cash to be delivered to the purchaser) on the maturity dates is to be determined as follows: (a) if the volume-weighted average price of the Shares on the relevant valuation date for the applicable component as determined under the contract (each, a "Settlement Price") is less than or equal to $38.9479 per share (the "Floor Price"), the LLC will deliver to the purchaser all of the Pledged Shares for the applicable component; (b) if such Settlement Price is greater than the Floor Price but less than or equal to $63.2904 (the "Cap Price"), the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price and the denominator of which is such Settlement Price; and (c) if such Settlement Price is greater than the Cap Price,

F4 · kind: (Continued from footnote 3) the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price plus the excess of such Settlement Price over the Cap Price and the denominator of which is such Settlement Price.

F2 · price: On February 25, 2025, the reporting person, through the LLC, entered into a prepaid variable forward sale contract with an unaffiliated third-party purchaser. The contract obligates the LLC to deliver to the purchaser, at the LLC's election, up to an aggregate of 747,040 Shares or an equivalent amount of cash based on the market price of the Shares on the relevant maturity date, over the course of the maturity dates of the contract (occurring in two equal components on May 21 and 22, 2026). In exchange for assuming this obligation, the LLC received a cash payment of $27,466,270.27. The LLC pledged 747,040 Shares (the "Pledged Shares") to secure its obligations under the contract, and retained dividend and voting rights in the Pledged Shares during the term of the pledge, subject to certain payments the LLC may need to make to the purchaser with respect to certain dividends under the terms of the contract.

F3 · price: The number of Shares to be delivered to the purchaser (or on which to base the amount of cash to be delivered to the purchaser) on the maturity dates is to be determined as follows: (a) if the volume-weighted average price of the Shares on the relevant valuation date for the applicable component as determined under the contract (each, a "Settlement Price") is less than or equal to $38.9479 per share (the "Floor Price"), the LLC will deliver to the purchaser all of the Pledged Shares for the applicable component; (b) if such Settlement Price is greater than the Floor Price but less than or equal to $63.2904 (the "Cap Price"), the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price and the denominator of which is such Settlement Price; and (c) if such Settlement Price is greater than the Cap Price,

F4 · price: (Continued from footnote 3) the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price plus the excess of such Settlement Price over the Cap Price and the denominator of which is such Settlement Price.

F2 · derivative.exercise_date: On February 25, 2025, the reporting person, through the LLC, entered into a prepaid variable forward sale contract with an unaffiliated third-party purchaser. The contract obligates the LLC to deliver to the purchaser, at the LLC's election, up to an aggregate of 747,040 Shares or an equivalent amount of cash based on the market price of the Shares on the relevant maturity date, over the course of the maturity dates of the contract (occurring in two equal components on May 21 and 22, 2026). In exchange for assuming this obligation, the LLC received a cash payment of $27,466,270.27. The LLC pledged 747,040 Shares (the "Pledged Shares") to secure its obligations under the contract, and retained dividend and voting rights in the Pledged Shares during the term of the pledge, subject to certain payments the LLC may need to make to the purchaser with respect to certain dividends under the terms of the contract.

F3 · derivative.exercise_date: The number of Shares to be delivered to the purchaser (or on which to base the amount of cash to be delivered to the purchaser) on the maturity dates is to be determined as follows: (a) if the volume-weighted average price of the Shares on the relevant valuation date for the applicable component as determined under the contract (each, a "Settlement Price") is less than or equal to $38.9479 per share (the "Floor Price"), the LLC will deliver to the purchaser all of the Pledged Shares for the applicable component; (b) if such Settlement Price is greater than the Floor Price but less than or equal to $63.2904 (the "Cap Price"), the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price and the denominator of which is such Settlement Price; and (c) if such Settlement Price is greater than the Cap Price,

F4 · derivative.exercise_date: (Continued from footnote 3) the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price plus the excess of such Settlement Price over the Cap Price and the denominator of which is such Settlement Price.

F2 · derivative.expiration_date: On February 25, 2025, the reporting person, through the LLC, entered into a prepaid variable forward sale contract with an unaffiliated third-party purchaser. The contract obligates the LLC to deliver to the purchaser, at the LLC's election, up to an aggregate of 747,040 Shares or an equivalent amount of cash based on the market price of the Shares on the relevant maturity date, over the course of the maturity dates of the contract (occurring in two equal components on May 21 and 22, 2026). In exchange for assuming this obligation, the LLC received a cash payment of $27,466,270.27. The LLC pledged 747,040 Shares (the "Pledged Shares") to secure its obligations under the contract, and retained dividend and voting rights in the Pledged Shares during the term of the pledge, subject to certain payments the LLC may need to make to the purchaser with respect to certain dividends under the terms of the contract.

F3 · derivative.expiration_date: The number of Shares to be delivered to the purchaser (or on which to base the amount of cash to be delivered to the purchaser) on the maturity dates is to be determined as follows: (a) if the volume-weighted average price of the Shares on the relevant valuation date for the applicable component as determined under the contract (each, a "Settlement Price") is less than or equal to $38.9479 per share (the "Floor Price"), the LLC will deliver to the purchaser all of the Pledged Shares for the applicable component; (b) if such Settlement Price is greater than the Floor Price but less than or equal to $63.2904 (the "Cap Price"), the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price and the denominator of which is such Settlement Price; and (c) if such Settlement Price is greater than the Cap Price,

F4 · derivative.expiration_date: (Continued from footnote 3) the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price plus the excess of such Settlement Price over the Cap Price and the denominator of which is such Settlement Price.

F5 · ownership.nature: The reporting person is the beneficial owner of, and has sole voting and dispositive power over, the LLC.

SEC source: 0000950170-24-116444 · ownership.xml · derivative · entry 3

Mehta Apoorva · CIK 0001991547 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,136,191

Underlying: Common Stock · 1,136,191 shares

Expires not disclosed

F2 · derivative.exercise_price: On October 18, 2024, the reporting person, through the LLC, entered into a prepaid variable forward sale contract with an unaffiliated third-party purchaser. The contract obligates the LLC to deliver to the purchaser, at the LLC's election, up to an aggregate of 1,136,191 Shares or an equivalent amount of cash based on the market price of the Shares on the relevant maturity date, over the course of the maturity dates of the contract (occurring in three approximately equal components on October 20, 21 and 22, 2025). In exchange for assuming this obligation, the LLC received a cash payment of $32,651,061.62. The LLC pledged 1,136,191 Shares (the "Pledged Shares") to secure its obligations under the contract, and retained dividend and voting rights in the Pledged Shares during the term of the pledge, subject to certain payments the LLC may need to make to the purchaser with respect to certain dividends under the terms of the contract.

F3 · derivative.exercise_price: The number of Shares to be delivered to the purchaser (or on which to base the amount of cash to be delivered to the purchaser) on the maturity dates is to be determined as follows: (a) if the volume-weighted average price of the Shares on the relevant valuation date for the applicable component as determined under the contract (each, a "Settlement Price") is less than or equal to $30.0689 per share (the "Floor Price"), the LLC will deliver to the purchaser all of the Pledged Shares for the applicable component; (b) if such Settlement Price is greater than the Floor Price but less than or equal to $56.2718 (the "Cap Price"), the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price and the denominator of which is such Settlement Price; and (c) if such Settlement Price is greater than the Cap Price,

F4 · derivative.exercise_price: (Continued from footnote 3) the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price plus the excess of such Settlement Price over the Cap Price and the denominator of which is such Settlement Price.

F2 · kind: On October 18, 2024, the reporting person, through the LLC, entered into a prepaid variable forward sale contract with an unaffiliated third-party purchaser. The contract obligates the LLC to deliver to the purchaser, at the LLC's election, up to an aggregate of 1,136,191 Shares or an equivalent amount of cash based on the market price of the Shares on the relevant maturity date, over the course of the maturity dates of the contract (occurring in three approximately equal components on October 20, 21 and 22, 2025). In exchange for assuming this obligation, the LLC received a cash payment of $32,651,061.62. The LLC pledged 1,136,191 Shares (the "Pledged Shares") to secure its obligations under the contract, and retained dividend and voting rights in the Pledged Shares during the term of the pledge, subject to certain payments the LLC may need to make to the purchaser with respect to certain dividends under the terms of the contract.

F3 · kind: The number of Shares to be delivered to the purchaser (or on which to base the amount of cash to be delivered to the purchaser) on the maturity dates is to be determined as follows: (a) if the volume-weighted average price of the Shares on the relevant valuation date for the applicable component as determined under the contract (each, a "Settlement Price") is less than or equal to $30.0689 per share (the "Floor Price"), the LLC will deliver to the purchaser all of the Pledged Shares for the applicable component; (b) if such Settlement Price is greater than the Floor Price but less than or equal to $56.2718 (the "Cap Price"), the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price and the denominator of which is such Settlement Price; and (c) if such Settlement Price is greater than the Cap Price,

F4 · kind: (Continued from footnote 3) the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price plus the excess of such Settlement Price over the Cap Price and the denominator of which is such Settlement Price.

F2 · price: On October 18, 2024, the reporting person, through the LLC, entered into a prepaid variable forward sale contract with an unaffiliated third-party purchaser. The contract obligates the LLC to deliver to the purchaser, at the LLC's election, up to an aggregate of 1,136,191 Shares or an equivalent amount of cash based on the market price of the Shares on the relevant maturity date, over the course of the maturity dates of the contract (occurring in three approximately equal components on October 20, 21 and 22, 2025). In exchange for assuming this obligation, the LLC received a cash payment of $32,651,061.62. The LLC pledged 1,136,191 Shares (the "Pledged Shares") to secure its obligations under the contract, and retained dividend and voting rights in the Pledged Shares during the term of the pledge, subject to certain payments the LLC may need to make to the purchaser with respect to certain dividends under the terms of the contract.

F3 · price: The number of Shares to be delivered to the purchaser (or on which to base the amount of cash to be delivered to the purchaser) on the maturity dates is to be determined as follows: (a) if the volume-weighted average price of the Shares on the relevant valuation date for the applicable component as determined under the contract (each, a "Settlement Price") is less than or equal to $30.0689 per share (the "Floor Price"), the LLC will deliver to the purchaser all of the Pledged Shares for the applicable component; (b) if such Settlement Price is greater than the Floor Price but less than or equal to $56.2718 (the "Cap Price"), the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price and the denominator of which is such Settlement Price; and (c) if such Settlement Price is greater than the Cap Price,

F4 · price: (Continued from footnote 3) the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price plus the excess of such Settlement Price over the Cap Price and the denominator of which is such Settlement Price.

F2 · derivative.exercise_date: On October 18, 2024, the reporting person, through the LLC, entered into a prepaid variable forward sale contract with an unaffiliated third-party purchaser. The contract obligates the LLC to deliver to the purchaser, at the LLC's election, up to an aggregate of 1,136,191 Shares or an equivalent amount of cash based on the market price of the Shares on the relevant maturity date, over the course of the maturity dates of the contract (occurring in three approximately equal components on October 20, 21 and 22, 2025). In exchange for assuming this obligation, the LLC received a cash payment of $32,651,061.62. The LLC pledged 1,136,191 Shares (the "Pledged Shares") to secure its obligations under the contract, and retained dividend and voting rights in the Pledged Shares during the term of the pledge, subject to certain payments the LLC may need to make to the purchaser with respect to certain dividends under the terms of the contract.

F3 · derivative.exercise_date: The number of Shares to be delivered to the purchaser (or on which to base the amount of cash to be delivered to the purchaser) on the maturity dates is to be determined as follows: (a) if the volume-weighted average price of the Shares on the relevant valuation date for the applicable component as determined under the contract (each, a "Settlement Price") is less than or equal to $30.0689 per share (the "Floor Price"), the LLC will deliver to the purchaser all of the Pledged Shares for the applicable component; (b) if such Settlement Price is greater than the Floor Price but less than or equal to $56.2718 (the "Cap Price"), the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price and the denominator of which is such Settlement Price; and (c) if such Settlement Price is greater than the Cap Price,

F4 · derivative.exercise_date: (Continued from footnote 3) the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price plus the excess of such Settlement Price over the Cap Price and the denominator of which is such Settlement Price.

F2 · derivative.expiration_date: On October 18, 2024, the reporting person, through the LLC, entered into a prepaid variable forward sale contract with an unaffiliated third-party purchaser. The contract obligates the LLC to deliver to the purchaser, at the LLC's election, up to an aggregate of 1,136,191 Shares or an equivalent amount of cash based on the market price of the Shares on the relevant maturity date, over the course of the maturity dates of the contract (occurring in three approximately equal components on October 20, 21 and 22, 2025). In exchange for assuming this obligation, the LLC received a cash payment of $32,651,061.62. The LLC pledged 1,136,191 Shares (the "Pledged Shares") to secure its obligations under the contract, and retained dividend and voting rights in the Pledged Shares during the term of the pledge, subject to certain payments the LLC may need to make to the purchaser with respect to certain dividends under the terms of the contract.

F3 · derivative.expiration_date: The number of Shares to be delivered to the purchaser (or on which to base the amount of cash to be delivered to the purchaser) on the maturity dates is to be determined as follows: (a) if the volume-weighted average price of the Shares on the relevant valuation date for the applicable component as determined under the contract (each, a "Settlement Price") is less than or equal to $30.0689 per share (the "Floor Price"), the LLC will deliver to the purchaser all of the Pledged Shares for the applicable component; (b) if such Settlement Price is greater than the Floor Price but less than or equal to $56.2718 (the "Cap Price"), the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price and the denominator of which is such Settlement Price; and (c) if such Settlement Price is greater than the Cap Price,

F4 · derivative.expiration_date: (Continued from footnote 3) the LLC will deliver to the purchaser a number of Shares equal to the product of (i) the number of Pledged Shares for the applicable component and (ii) a fraction, the numerator of which is the Floor Price plus the excess of such Settlement Price over the Cap Price and the denominator of which is such Settlement Price.

F5 · ownership.nature: The reporting person is the beneficial owner of, and has sole voting and dispositive power over, the LLC.

SEC source: 0001209191-23-050516 · doc4.xml · nonDerivative · entry 3

Mehta Apoorva · CIK 0001991547 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,141

F2 · kind: Each share of Non-Voting Common Stock was automatically converted into one share of Common Stock in connection with the closing of the Issuer's initial public offering of common stock.

F2 · price: Each share of Non-Voting Common Stock was automatically converted into one share of Common Stock in connection with the closing of the Issuer's initial public offering of common stock.

SEC source: 0001209191-23-050516 · doc4.xml · nonDerivative · entry 2

Mehta Apoorva · CIK 0001991547 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · kind: Each share of Non-Voting Common Stock was automatically converted into one share of Common Stock in connection with the closing of the Issuer's initial public offering of common stock.

F2 · price: Each share of Non-Voting Common Stock was automatically converted into one share of Common Stock in connection with the closing of the Issuer's initial public offering of common stock.

SEC source: 0001209191-23-050516 · doc4.xml · nonDerivative · entry 1

Mehta Apoorva · CIK 0001991547 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 23,409,751

F1 · ownership.nature: The shares are held by The Apoorva Mehta Revocable Trust, dated June 20, 2018, of which the reporting person is trustee and has sole voting and dispositive power.

SEC source: 0001209191-23-050227 · doc4.xml · nonDerivative · entry 1

Mehta Apoorva · CIK 0001991547 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,141

F1 · security: All outstanding shares of non-voting common stock and shares of non-voting common stock underlying outstanding equity securities will convert into an equivalent number of shares of the Issuer's common stock immediately prior to the closing of the Issuer's initial public offering.

F2 · shares: Consists of previously granted restricted stock units ("RSUs") for which the service-based vesting condition has been previously satisfied and the liquidity event-based vesting condition was satisfied upon the effectiveness of the registration statement on Form S-1 filed by the Issuer in connection with the Issuer's initial public offering.