| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Klaviyo, Inc. | Director | Series A Common Stock | 89,352 | $3,350,700 | $37.50 | 10 Jun 2025 | Direct |
| Klaviyo, Inc. | Director | Series A Common Stock | 20,833 | $781,237 | $37.50 | 10 Jun 2025 | By trust |
| Klaviyo, Inc. | Director | Series A Common Stock | 8,532 | $210,314 | $24.65 | 11 Jun 2024 | Direct |
| Cardlytics, Inc. | Director | Common Stock | 16,542 | $100,923 | $6.10 | 24 May 2023 | Direct |
| Klaviyo, Inc. | Director | Series B Common Stock | 0 | $0 | $0.0100 | 12 Dec 2024 | By trust |
| Klaviyo, Inc. | Director | Series B Common Stock | 0 | $0 | $0.0100 | 12 Dec 2024 | Direct |
| Cardlytics, Inc. | Director | Restricted Stock Units | 0 | $7.00 | 24 May 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| KVYO | Klaviyo, Inc. | 10 Jun 2025 | 1 | $0 | 4 | Director | 11 Jun 2025, 16:22 |
| KVYO | Klaviyo, Inc. | 12 Dec 2024 | 4 | $0 | 4 | Director | 13 Dec 2024, 20:47 |
| KVYO | Klaviyo, Inc. | 11 Jun 2024 | 1 | $0 | 4 | Director | 13 Jun 2024, 19:10 |
| KVYO | Klaviyo, Inc. | 29 Feb 2024 | 3 | -$865,658 | 4 | Director | 04 Mar 2024, 18:13 |
| KVYO | Klaviyo, Inc. | 20 Sep 2023 | 0 | $0 | 3 | Director | 20 Sep 2023, 17:48 |
| CDLX | Cardlytics, Inc. | 23 May 2023 | 3 | $0 | 4 | Director | 25 May 2023, 16:57 |
| CDLX | Cardlytics, Inc. | 21 May 2022 | 3 | $0 | 4 | Director | 24 May 2022, 20:54 |
| CDLX | Cardlytics, Inc. | 02 Jun 2021 | 2 | $0 | 4 | Director | 03 Jun 2021, 20:45 |
| CDLX | Cardlytics, Inc. | 21 May 2021 | 1 | $0 | 4 | Director | 27 May 2021, 18:58 |