| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Klaviyo, Inc. | Director | Series B Common Stock | 75K | $2.23M | $29.71 | Feb 29, 2024 | Direct |
| Klaviyo, Inc. | Director | Series B Common Stock | 20.8K | $619K | $29.71 | Feb 29, 2024 | By trust |
| Klaviyo, Inc. | Director | Series A Common Stock | 8.53K | $210K | $24.65 | Jun 11, 2024 | Direct |
| Cardlytics, Inc. | Director | Common Stock | 16.5K | $101K | $6.10 | May 24, 2023 | Direct |
| Cardlytics, Inc. | Director | Restricted Stock Units | 0 | $7.00 | May 24, 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| KVYO | Klaviyo, Inc. | Jun 11, 2024 | 1 | $0 | 4 | Jun 13, 2024 | Director |
| KVYO | Klaviyo, Inc. | Feb 29, 2024 | 3 | -$866K | 4 | Mar 4, 2024 | Director |
| KVYO | Klaviyo, Inc. | Sep 20, 2023 | 0 | $0 | 3 | Sep 20, 2023 | Director |
| CDLX | Cardlytics, Inc. | May 23, 2023 | 3 | $0 | 4 | May 25, 2023 | Director |
| CDLX | Cardlytics, Inc. | May 21, 2022 | 3 | $0 | 4 | May 24, 2022 | Director |
| CDLX | Cardlytics, Inc. | Jun 2, 2021 | 2 | $0 | 4 | Jun 3, 2021 | Director |
| CDLX | Cardlytics, Inc. | May 21, 2021 | 1 | $0 | 4 | May 27, 2021 | Director |