| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Workday, Inc. | Co-CEO, Director | Class A Common Stock | 249,643 | $70,662,200 | $283.05 | 15 Dec 2022 | Direct |
| Klaviyo, Inc. | Co-Chief Executive Officer, Director | Series A Common Stock | 2,347,583 | $43,665,043 | $18.60 | 15 Feb 2026 | Direct |
| Klaviyo, Inc. | Co-Chief Executive Officer, Director | Series B Common Stock | 56,000 | $1,552,950 | $24.65 | 15 Aug 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| KVYO | Klaviyo, Inc. | 15 Feb 2026 | 1 | -$433,529 | 4 | Co-Chief Executive Officer, Director | 18 Feb 2026, 16:13 |
| KVYO | Klaviyo, Inc. | 15 Jan 2026 | 2 | $0 | 4 | Co-Chief Executive Officer, Director | 16 Jan 2026, 16:08 |
| KVYO | Klaviyo, Inc. | 15 Nov 2025 | 1 | -$1,245,479 | 4 | Interim Executive Officer, Director | 18 Nov 2025, 16:09 |
| KVYO | Klaviyo, Inc. | 15 Sep 2025 | 1 | $0 | 4 | Interim Executive Officer, Director | 17 Sep 2025, 16:19 |
| KVYO | Klaviyo, Inc. | 15 Aug 2025 | 3 | -$220,010 | 4 | Director | 19 Aug 2025, 20:52 |
| KVYO | Klaviyo, Inc. | 10 Jun 2025 | 2 | -$87,117 | 4 | Director | 11 Jun 2025, 16:25 |
| KVYO | Klaviyo, Inc. | 15 Aug 2024 | 3 | -$222,810 | 4 | Director | 16 Aug 2024, 19:47 |
| KVYO | Klaviyo, Inc. | 11 Jun 2024 | 1 | $0 | 4 | Director | 13 Jun 2024, 19:13 |
| KVYO | Klaviyo, Inc. | 20 Sep 2023 | 0 | $0 | 3 | Director | 20 Sep 2023, 16:54 |
| WDAY | Workday, Inc. | 15 Dec 2022 | 2 | -$362,673 | 4 | Co-CEO, Director | 19 Dec 2022, 15:17 |
| WDAY | Workday, Inc. | 15 Oct 2022 | 1 | -$875,937 | 4 | Co-CEO, Director | 18 Oct 2022, 18:39 |
| WDAY | Workday, Inc. | 15 Sep 2022 | 1 | -$323,915 | 4 | Co-CEO, Director | 19 Sep 2022, 20:06 |
| WDAY | Workday, Inc. | 15 Jul 2022 | 1 | -$817,479 | 4 | Co-CEO, Director | 19 Jul 2022, 16:33 |
| WDAY | Workday, Inc. | 15 Jun 2022 | 1 | -$289,270 | 4 | Co-CEO, Director | 16 Jun 2022, 17:56 |
| WDAY | Workday, Inc. | 20 Apr 2022 | 1 | $0 | 4 | Co-CEO, Director | 22 Apr 2022, 16:08 |
| WDAY | Workday, Inc. | 18 Apr 2022 | 5 | -$3,273,415 | 4 | Co-CEO, Director | 20 Apr 2022, 17:24 |
| WDAY | Workday, Inc. | 15 Mar 2022 | 1 | -$444,723 | 4 | Co-CEO, Director | 17 Mar 2022, 16:37 |
| WDAY | Workday, Inc. | 07 Mar 2022 | 9 | -$983,631 | 4 | Co-CEO, Director | 09 Mar 2022, 18:19 |
| WDAY | Workday, Inc. | 03 Mar 2022 | 12 | -$1,195,952 | 4/A | Co-CEO, Director | 09 Mar 2022, 18:16 |
| WDAY | Workday, Inc. | 18 Jan 2022 | 2 | -$1,447,744 | 4 | Co-CEO, Director | 20 Jan 2022, 16:08 |
| WDAY | Workday, Inc. | 15 Dec 2021 | 1 | -$551,653 | 4 | Co-CEO, Director | 17 Dec 2021, 15:11 |
| WDAY | Workday, Inc. | 03 Dec 2021 | 2 | -$1,162,119 | 4 | Co-CEO, Director | 07 Dec 2021, 15:21 |
| WDAY | Workday, Inc. | 01 Dec 2021 | 8 | -$3,011,784 | 4 | Co-CEO, Director | 03 Dec 2021, 15:42 |
| WDAY | Workday, Inc. | 15 Oct 2021 | 1 | -$1,556,793 | 4 | Co-CEO, Director | 19 Oct 2021, 17:21 |
| WDAY | Workday, Inc. | 15 Sep 2021 | 1 | -$2,546,989 | 4 | Co-CEO, Director | 17 Sep 2021, 16:12 |
| WDAY | Workday, Inc. | 03 Sep 2021 | 2 | -$1,190,487 | 4 | Co-CEO, Director | 08 Sep 2021, 16:58 |
| WDAY | Workday, Inc. | 01 Sep 2021 | 5 | -$1,123,770 | 4 | Co-CEO, Director | 02 Sep 2021, 19:44 |
| WDAY | Workday, Inc. | 15 Jul 2021 | 4 | -$1,320,688 | 4 | Co-CEO | 19 Jul 2021, 20:40 |
| WDAY | Workday, Inc. | 15 Jun 2021 | 1 | -$310,840 | 4 | Co-CEO | 17 Jun 2021, 17:27 |
| WDAY | Workday, Inc. | 03 Jun 2021 | 3 | -$2,289,296 | 4 | Co-CEO | 07 Jun 2021, 18:55 |
| WDAY | Workday, Inc. | 01 Jun 2021 | 5 | -$974,764 | 4 | Co-CEO | 03 Jun 2021, 17:06 |