| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | IOT | Class A Common Stock | Conversion of derivative security | $0 | +2.4M | $0.00 | 2.4M | Dec 9, 2024 | By Andreessen Horowitz LSV Fund I, L.P. | F1 | |
| transaction | IOT | Class A Common Stock | Conversion of derivative security | $0 | +10.9M | $0.00 | 10.9M | Dec 9, 2024 | By Andreessen Horowitz Fund IV, L.P. | F2 | |
| transaction | IOT | Class A Common Stock | Conversion of derivative security | $0 | +995K | $0.00 | 995K | Dec 9, 2024 | By AH Parallel Fund IV, L.P. | F3, F4 | |
| transaction | IOT | Class A Common Stock | Other | $0 | -2.4M | -100% | $0.00 | 0 | Dec 9, 2024 | By Andreessen Horowitz LSV Fund I, L.P. | F1, F5 |
| transaction | IOT | Class A Common Stock | Other | $0 | -10.9M | -100% | $0.00 | 0 | Dec 9, 2024 | By Andreessen Horowitz Fund IV, L.P. | F2, F6 |
| transaction | IOT | Class A Common Stock | Other | $0 | -995K | -100% | $0.00 | 0 | Dec 9, 2024 | By AH Parallel Fund IV, L.P. | F3, F4, F7 |
| transaction | IOT | Class A Common Stock | Other | $0 | +899K | +105.85% | $0.00 | 1.75M | Dec 9, 2024 | By LAMA Community Trust | F8, F9 |
| transaction | IOT | Class A Common Stock | Other | $0 | +36.1K | $0.00 | 36.1K | Dec 9, 2024 | By AH Capital Management, L.L.C. | F8, F10 | |
| transaction | IOT | Class A Common Stock | Conversion of derivative security | $0 | +76.3K | $0.00 | 76.3K | Dec 10, 2024 | By AH Parallel Fund V, L.P. | F11 | |
| transaction | IOT | Class A Common Stock | Sale | -$2.29M | -50.4K | -66.13% | $45.47 | 25.8K | Dec 10, 2024 | By AH Parallel Fund V, L.P. | F11, F12 |
| transaction | IOT | Class A Common Stock | Sale | -$678K | -14.6K | -56.46% | $46.48 | 11.2K | Dec 10, 2024 | By AH Parallel Fund V, L.P. | F11, F13 |
| transaction | IOT | Class A Common Stock | Sale | -$525K | -11.1K | -98.5% | $47.43 | 169 | Dec 10, 2024 | By AH Parallel Fund V, L.P. | F11, F14 |
| transaction | IOT | Class A Common Stock | Sale | -$8.12K | -169 | -100% | $48.04 | 0 | Dec 10, 2024 | By AH Parallel Fund V, L.P. | F11, F15 |
| transaction | IOT | Class A Common Stock | Sale | -$1.21M | -26.7K | -73.98% | $45.40 | 9.4K | Dec 10, 2024 | By AH Capital Management, L.L.C. | F10, F16 |
| transaction | IOT | Class A Common Stock | Sale | -$154K | -3.32K | -35.28% | $46.40 | 6.08K | Dec 10, 2024 | By AH Capital Management, L.L.C. | F10, F17 |
| transaction | IOT | Class A Common Stock | Sale | -$280K | -5.89K | -96.78% | $47.51 | 196 | Dec 10, 2024 | By AH Capital Management, L.L.C. | F10, F18 |
| transaction | IOT | Class A Common Stock | Sale | -$9.42K | -196 | -100% | $48.05 | 0 | Dec 10, 2024 | By AH Capital Management, L.L.C. | F10, F19 |
| holding | IOT | Class A Common Stock | 4M | Dec 9, 2024 | By Andreessen Horowitz LSV Fund III, L.P. | F20, F21 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | IOT | Class B Common Stock | Conversion of derivative security | $0 | -2.4M | -25.56% | $0.00 | 6.99M | Dec 9, 2024 | Class A Common Stock | 2.4M | By Andreessen Horowitz LSV Fund I, L.P. | F1, F22 | |
| transaction | IOT | Class B Common Stock | Conversion of derivative security | $0 | -10.9M | -25% | $0.00 | 32.8M | Dec 9, 2024 | Class A Common Stock | 10.9M | By Andreessen Horowitz Fund IV, L.P. | F2, F22 | |
| transaction | IOT | Class B Common Stock | Conversion of derivative security | $0 | -995K | -25% | $0.00 | 2.98M | Dec 9, 2024 | Class A Common Stock | 995K | By AH Parallel Fund IV, L.P. | F3, F4, F22 | |
| transaction | IOT | Class B Common Stock | Conversion of derivative security | $0 | -76.3K | -1.4% | $0.00 | 5.35M | Dec 10, 2024 | Class A Common Stock | 76.3K | By AH Parallel Fund V, L.P. | F11, F22 |
| Id | Content |
|---|---|
| F1 | These shares are held of record by Andreessen Horowitz LSV Fund I, L.P., for itself and as nominee for Andreessen Horowitz LSV Fund I-B, L.P. and Andreessen Horowitz LSV Fund I-Q, L.P. (collectively, the "AH LSV Fund I Entities"). AH Equity Partners LSV I, L.L.C. ("AH EP LSV I"), the general partner of the AH LSV Fund I Entities, may be deemed to have sole voting and dispositive power over the shares held by the AH LSV Fund I Entities. The Reporting Person and Benjamin Horowitz are the managing members of AH EP LSV I and may be deemed to have shared voting and dispositive power over the shares held by the AH LSV Fund I Entities. The Reporting Person disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH LSV Fund I Entities and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities, except to the extent of his pecuniary interest therein, if any. |
| F2 | These shares are held of record by Andreessen Horowitz Fund IV, L.P., for itself and as nominee for Andreessen Horowitz Fund IV-A, L.P., Andreessen Horowitz Fund IV-B, L.P., and Andreessen Horowitz Fund IV-Q, L.P. (collectively, the "AH Fund IV Entities"). AH Equity Partners IV, L.L.C. ("AH EP IV"), the general partner of the AH Fund IV Entities, may be deemed to have sole voting and dispositive power over the shares held by the AH Fund IV Entities. The Reporting Person and Benjamin Horowitz are the managing members of AH EP IV and may be deemed to have shared voting and dispositive power over the shares held by the AH Fund IV Entities. The Reporting Person disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH Fund IV Entities and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities, except to the extent of his pecuniary interest therein, if any. |
| F3 | These shares are held of record by AH Parallel Fund IV, L.P., for itself and as nominee for AH Parallel Fund IV-A, L.P., AH Parallel Fund IV-B, L.P., and AH Parallel Fund IV-Q, L.P. (collectively, the "AH Parallel Fund IV Entities"). AH Equity Partners IV (Parallel), L.L.C. ("AH EP IV Parallel"), the general partner of the AH Parallel Fund IV Entities, may be deemed to have sole voting and dispositive power over the shares held by the AH Parallel Fund IV Entities. |
| F4 | (Continued from Footnote 3) The Reporting Person and Benjamin Horowitz are the managing members of AH EP IV Parallel and may be deemed to have shared voting and dispositive power over the shares held by the AH Parallel Fund IV Entities. The Reporting Person disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH Parallel Fund IV Entities and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities, except to the extent of his pecuniary interest therein, if any. |
| F5 | On December 9, 2024, the AH LSV Fund I Entities distributed, for no consideration, 2,401,999 shares of the Issuer's Class A Common Stock (the "AH LSV Fund I Shares") to their limited partners and to AH EP LSV I, the general partner of the AH LSV Fund I Entities, representing each such partner's pro rata interest in such AH LSV Fund I Shares. On the same date, AH EP LSV I distributed, for no consideration, the AH LSV Fund I Shares it received in the distribution to its members, representing each such member's pro rata interest in such AH LSV Fund I Shares. The aforementioned distributions are collectively referred to herein as the "AH LSV Fund I Distribution." |
| F6 | On December 9, 2024, the AH Fund IV Entities distributed, for no consideration, 10,949,016 shares of the Issuer's Class A Common Stock (the "AH Fund IV Shares") to their limited partners and to AH EP IV, the general partner of the AH Fund IV Entities, representing each such partner's pro rata interest in such AH Fund IV Shares. On the same date, AH EP IV distributed, for no consideration, the AH Fund IV Shares it received in the distribution to its members, representing each such member's pro rata interest in such AH Fund IV Shares. The aforementioned distributions are collectively referred to herein as the "AH Fund IV Distribution." |
| F7 | On December 9, 2024, the AH Parallel Fund IV Entities distributed, for no consideration, 994,901 shares of the Issuer's Class A Common Stock (the "AH Parallel Fund IV Shares") to their limited partners and to AH EP IV Parallel, the general partner of the AH Parallel Fund IV Entities, representing each such partner's pro rata interest in such AH Parallel Fund IV Shares. On the same date, AH EP IV Parallel distributed, for no consideration, the AH Parallel Fund IV Shares it received in the distribution to its members, representing each such member's pro rata interest in such AH Parallel Fund IV Shares. The aforementioned distributions are collectively referred to herein as the "AH Parallel Fund IV Distribution." |
| F8 | These shares were acquired pursuant to the AH LSV Fund I Distribution, the AH Fund IV Distribution and the AH Parallel Fund IV Distribution. The acquisition of such shares was made in accordance with the exemptions afforded by Rules 16a-13 and/or 16a-9 of the Securities Exchange Act of 1934, as amended. |
| F9 | These shares are held of record by the LAMA Community Trust, of which the Reporting Person is a trustee. |
| F10 | These shares are held of record by AH Capital Management, L.L.C. ("AH Capital"). The members of AH Capital are the Reporting Person and Benjamin Horowitz, who share voting and dispositive power with respect to the shares held by AH Capital. The Reporting Person disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by AH Capital and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities, except to the extent of his pecuniary interest therein, if any. |
| F11 | These shares are held of record by AH Parallel Fund V, L.P., for itself and as nominee for AH Parallel Fund V-A, L.P., AH Parallel Fund V-B, L.P., and AH Parallel Fund V-Q, L.P. (collectively, the "AH Parallel Fund V Entities"). AH Equity Partners V (Parallel), L.L.C. ("AH EP V Parallel"), the general partner of the AH Parallel Fund V Entities, may be deemed to have sole voting and dispositive power over the shares held by the AH Parallel Fund V Entities. The Reporting Person and Benjamin Horowitz are managing members of AH EP V Parallel and may be deemed to have shared voting and dispositive power over the shares held by the AH Parallel Fund V Entities. The Reporting Person disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH Parallel Fund V Entities and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities, except to the extent of his pecuniary interest therein, if any. |
| F12 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.01 to $46.00 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| F13 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.01 to $47.00 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| F14 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.02 to $48.01 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| F15 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.03 to $48.06 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| F16 | . The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.01 to $46.00 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| F17 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.01 to $47.00 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| F18 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.03 to $48.00 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| F19 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.03 to $48.08 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| F20 | These shares are held of record by Andreessen Horowitz LSV Fund III, L.P. ("AH LSV Fund III"), for itself and as nominee for Andreessen Horowitz LSV Fund III-B, L.P. ("AH LSV Fund III-B") and AH 2022 Annual Fund, L.P. ("AH 2022 Annual" and together with AH LSV Fund III and AH LSV Fund III-B, the "AH LSV Fund III Entities"). AH Equity Partners LSV III, L.L.C. ("AH EP LSV III"), the general partner of AH LSV Fund III, may be deemed to have sole voting and dispositive power over the shares held by the AH LSV Fund III Entities. The Reporting Person and Benjamin Horowitz are the managing members of AH EP LSV III and may be deemed to have shared voting and dispositive power over the shares held by the AH LSV Fund III Entities. |
| F21 | (Continued from Footnote 20) The Reporting Person disclaims the existence of a "group" and disclaims beneficial ownership of the securities held by the AH LSV Fund III Entities and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities, except to the extent of his pecuniary interest therein, if any. |
| F22 | The Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis, and has no expiration date. |