| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Kaveripatnam Sandesh | Director | C/O NAVAN, INC., 3045 PARK BOULEVARD, PALO ALTO | /s/ Sandesh Patnam | 2025-11-04 | 0001753516 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | NAVN | Class A Common Stock | Conversion of derivative security | +2.71M | 2.71M | Oct 31, 2025 | By PI Opportunities Fund II | F1, F2 | |||
| transaction | NAVN | Class A Common Stock | Conversion of derivative security | $108M | +5.09M | $21.25 | 5.09M | Oct 31, 2025 | By Napean Trading and Investment Company (Singapore) PTE. LTC. | F3 | |
| transaction | NAVN | Class A Common Stock | Conversion of derivative security | $649K | +30.5K | $21.25 | 30.5K | Oct 31, 2025 | Direct | ||
| transaction | NAVN | Class A Common Stock | Exercise of in-the-money or at-the-money derivative security | $23.5K | +785K | +15.42% | $0.03 | 5.87M | Oct 31, 2025 | By Napean Trading and Investment Company (Singapore) PTE. LTC. | F3 |
| transaction | NAVN | Class A Common Stock | Exercise of in-the-money or at-the-money derivative security | $141 | +4.71K | +15.42% | $0.03 | 35.2K | Oct 31, 2025 | Direct |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | NAVN | Series G-1 Preferred Stock | Conversion of derivative security | $0 | -8.01M | -100% | $0.00 | 0 | Oct 31, 2025 | Class A Common Stock | 2.71M | By PI Opportunities Fund II | F1, F2 | |
| transaction | NAVN | Simple Agreement for Future Equity | Conversion of derivative security | -$100M | 0 | Oct 31, 2025 | Class A Common Stock | 5.09M | By Napean Trading and Investment Company (Singapore) PTE. LTC. | F3, F4 | ||||
| transaction | NAVN | Simple Agreement for Future Equity | Conversion of derivative security | -$600K | 0 | Oct 31, 2025 | Class A Common Stock | 30.5K | Direct | F5 | ||||
| transaction | NAVN | Warrant (Right to Buy) | Exercise of in-the-money or at-the-money derivative security | $0 | -785K | -100% | $0.00 | 0 | Oct 31, 2025 | Class A Common Stock | 785K | $0.03 | By Napean Trading and Investment Company (Singapore) PTE. LTC | F3, F6 |
| transaction | NAVN | Warrant (Right to Buy) | Exercise of in-the-money or at-the-money derivative security | $0 | -4.71K | -100% | $0.00 | 0 | Oct 31, 2025 | Class A Common Stock | 4.71K | $0.03 | Direct | F6 |
| Id | Content |
|---|---|
| F1 | Each share of Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO. |
| F2 | These securities are held by PI Opportunities Fund II ("PI Fund II"), a fund within the Premji Invest Group ("PI"). The Reporting Person is employed by PI International Holdings LLC, an entity within PI, and is a managing partner within PI. The Reporting Person disclaims beneficial ownership of the securities held by PI Fund II except to the extent of his pecuniary interest, if any, therein. |
| F3 | These securities are held by Napean Trading and Investment Company (Singapore) Pte Ltd ("Napean Singapore"), an entity within PI. The Reporting Person is employed by PI International Holdings LLC, an entity within PI, and is a managing partner within PI. The Reporting Person disclaims beneficial ownership of the securities held by Napean Singapore except to the extent of his pecuniary interest, if any, therein. |
| F4 | This Simple Agreement for Future Equity in the principal amount of $100,000,000, plus accrued interest thereon in the aggregate amount of $8,153,424.66, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date. |
| F5 | This Simple Agreement for Future Equity in the principal amount of $600,000, plus accrued interest thereon in the aggregate amount of $48,920.55, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date. |
| F6 | These warrants were exercised upon the closing of the IPO pursuant to an irrevocable commitment by the holder. |