| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Klaviyo, Inc. | President | Series A Common Stock | 198,203 | $4.92 M | $24.80 | May 15, 2024 | Direct |
| Dynatrace, Inc. | Director | Common Stock | 16,890 | $950 K | $56.25 | Aug 23, 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| KVYO | Klaviyo, Inc. | May 15, 2024 | 1 | -141,732 | 4 | May 17, 2024 | President |
| KVYO | Klaviyo, Inc. | Apr 15, 2024 | 1 | 0 | 4 | Apr 17, 2024 | President |
| KVYO | Klaviyo, Inc. | Sep 20, 2023 | 0 | 0 | 3 | Sep 20, 2023 | President |
| DT | Dynatrace, Inc. | Aug 23, 2023 | 1 | 0 | 4 | Aug 25, 2023 | Director |
| DT | Dynatrace, Inc. | Aug 24, 2022 | 1 | 0 | 4 | Aug 26, 2022 | Director |
| DT | Dynatrace, Inc. | Aug 26, 2021 | 1 | 0 | 4 | Aug 30, 2021 | Director |
| DT | Dynatrace, Inc. | Jul 15, 2021 | 1 | 0 | 4 | Jul 19, 2021 | Director |
| DT | Dynatrace, Inc. | Jul 15, 2021 | 0 | 0 | 3 | Jul 19, 2021 | Director |