| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Klaviyo, Inc. | Director | Series A Common Stock | 14,352 | $538,200 | $37.50 | 10 Jun 2025 | Direct |
| NERDWALLET, INC. | Director | Class A Common Stock | 54,236 | $492,462 | $9.08 | 21 May 2025 | Direct |
| Klaviyo, Inc. | Director | Series A Common Stock | 8,532 | $210,314 | $24.65 | 11 Jun 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| KVYO | Klaviyo, Inc. | 10 Jun 2025 | 1 | $0 | 4 | Director | 11 Jun 2025, 16:19 |
| NRDS | NERDWALLET, INC. | 21 May 2025 | 1 | $0 | 4 | Director | 23 May 2025, 18:33 |
| KVYO | Klaviyo, Inc. | 11 Jun 2024 | 1 | $0 | 4 | Director | 13 Jun 2024, 19:11 |
| NRDS | NERDWALLET, INC. | 24 May 2024 | 1 | -$80,789 | 4 | Director | 29 May 2024, 18:16 |
| KVYO | Klaviyo, Inc. | 22 May 2024 | 3 | -$320,450 | 4 | Director | 23 May 2024, 17:38 |
| NRDS | NERDWALLET, INC. | 14 May 2024 | 1 | $0 | 4 | Director | 16 May 2024, 17:28 |
| KVYO | Klaviyo, Inc. | 22 Sep 2023 | 1 | -$339,862 | 4 | Director | 22 Sep 2023, 17:08 |
| KVYO | Klaviyo, Inc. | 20 Sep 2023 | 0 | $0 | 3 | Director | 20 Sep 2023, 17:46 |
| NRDS | NERDWALLET, INC. | 24 May 2023 | 1 | $0 | 4 | Director | 26 May 2023, 17:30 |
| NRDS | NERDWALLET, INC. | 25 May 2022 | 1 | $0 | 4 | Director | 26 May 2022, 17:49 |
| NRDS | NERDWALLET, INC. | 03 Nov 2021 | 0 | $0 | 3 | Director | 03 Nov 2021, 17:58 |