| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Klaviyo, Inc. | Director | Series B Common Stock | 120K | $2.97M | $24.66 | May 22, 2024 | Direct |
| NERDWALLET, INC. | Director | Class A Common Stock | 36.1K | $495K | $13.70 | May 24, 2024 | Direct |
| Klaviyo, Inc. | Director | Series A Common Stock | 8.53K | $210K | $24.65 | Jun 11, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| KVYO | Klaviyo, Inc. | Jun 11, 2024 | 1 | $0 | 4 | Jun 13, 2024 | Director |
| NRDS | NERDWALLET, INC. | May 24, 2024 | 1 | -$80.8K | 4 | May 29, 2024 | Director |
| KVYO | Klaviyo, Inc. | May 22, 2024 | 3 | -$320K | 4 | May 23, 2024 | Director |
| NRDS | NERDWALLET, INC. | May 14, 2024 | 1 | $0 | 4 | May 16, 2024 | Director |
| KVYO | Klaviyo, Inc. | Sep 22, 2023 | 1 | -$340K | 4 | Sep 22, 2023 | Director |
| KVYO | Klaviyo, Inc. | Sep 20, 2023 | 0 | $0 | 3 | Sep 20, 2023 | Director |
| NRDS | NERDWALLET, INC. | May 24, 2023 | 1 | $0 | 4 | May 26, 2023 | Director |
| NRDS | NERDWALLET, INC. | May 25, 2022 | 1 | $0 | 4 | May 26, 2022 | Director |
| NRDS | NERDWALLET, INC. | Nov 3, 2021 | 0 | $0 | 3 | Nov 3, 2021 | Director |