Form 4 for NTSK Netskope Inc
Accepted 2025-09-22 00:00:00 ET · period of report 2025-09-18 · accession 0001104659-25-092241 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DMI | 2025-09-22 | 2025-09-18 | NTSK | Lightspeed General Partner Opportunity Fund, L.P. | 10% | C - Cnv Deriv | — | +63.97M | 7.51M | New | — |
| DMI | 2025-09-22 | 2025-09-19 | NTSK | Lightspeed General Partner Opportunity Fund, L.P. | 10% | J - Other | — | -64.49M | 0 | -100% | — |
| DMI | 2025-09-22 | 2025-09-18 | NTSK | Lightspeed General Partner Opportunity Fund, L.P. | 10% | C - Cnv Deriv | — | -63.97M | 0 | -100% | — |
| DMI | 2025-09-22 | 2025-09-19 | NTSK | Lightspeed General Partner Opportunity Fund, L.P. | 10% | J - Other | — | +64.49M | 500 | New | — |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-09-18 | C | A | 20,231,286 | — | 20,231,286 | I See footnote | — | — | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F2) Each share of Series B Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F3) Each share of Series C Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F4) The shares are held of record by Lightspeed Venture Partners IX, L.P., or Lightspeed IX. Lightspeed General Partner IX, L.P., or Lightspeed GP IX, is the general partner of Lightspeed IX and Lightspeed Ultimate General Partner IX, Ltd., or Lightspeed UGP IX, is the general partner of Lightspeed GP IX. Messrs. Eggers, Mhatre and Nieh, the directors of Lightspeed UGP IX, share voting and investment power with respect to the shares held of record by Lightspeed IX. Each of Lightspeed GP IX, Lightspeed UGP IX and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 2 | Common | Common Stock | 2025-09-19 | J | D | 500 | — | 0 | I See footnote | — | — | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F16) The shares are held of record by LSS Fund II, LLC, or LSS Fund II. Lightspeed Scout Management, LLC, or Lightspeed Scout Mgmt, is the manager of LSS Fund II. Messrs. Eggers, Mhatre and Nieh, the managing members of Lightspeed Scout Mgmt, share voting and investment power with respect to the shares held of record by LSS Fund II. Each of Lightspeed Scout Mgmt and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 3 | Common | Common Stock | 2025-09-19 | J | D | 219,075 | — | 0 | I See footnote | — | — | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F15) The shares are held of record by Lightspeed Venture Partners XII, L.P., or Lightspeed XII. Lightspeed General Partner XII, L.P., or Lightspeed GP XII, is the general partner of Lightspeed XII and Lightspeed Ultimate General Partner XII, Ltd., or Lightspeed UGP XII, is the general partner of Lightspeed GP XII. Barry Eggers, Mr. Mhatre and Peter Nieh, the directors of Lightspeed UGP XII, share voting and investment power with respect to the shares held of record by Lightspeed XII. Each of Lightspeed GP XII, Lightspeed UGP XII and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 4 | Common | Common Stock | 2025-09-19 | J | D | 4,340,640 | — | 0 | I See footnote | — | — | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F14) The shares are held of record by Lightspeed Opportunity Fund, L.P., or Lightspeed Opportunity Fund. Lightspeed General Partner Opportunity Fund, L.P., or Lightspeed GP Opportunity Fund, is the general partner of Lightspeed Opportunity Fund and Lightspeed Ultimate General Partner Opportunity Fund, Ltd., or Lightspeed UGP Opportunity Fund, is the general partner of Lightspeed GP Opportunity Fund. Arif Janmohamed and Ravi Mhatre, the directors of Lightspeed UGP Opportunity Fund, share voting and investment power with respect to the shares held of record by Lightspeed Opportunity Fund. Each of Lightspeed GP Opportunity Fund, Lightspeed UGP Opportunity Fund and Mr. Mhatre disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. Mr. Janmohamed, a director of the Issuer, files separate Section 16 reports. |
| 5 | Common | Common Stock | 2025-09-19 | J | D | 7,765,561 | — | 0 | I See footnote | — | — | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F12) The shares are held of record by Lightspeed SPV II-B, LLC, or Lightspeed SPV II-B. LS SPV Mgmt is the manager of Lightspeed SPV II-B. Messrs. Eggers, Mhatre and Nieh, the managers of LS SPV Mgmt, share voting and dispositive power with respect to the shares held of record by Lightspeed SPV II-B. Each of LS SPV Mgmt and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 6 | Common | Common Stock | 2025-09-19 | J | D | 15,608,645 | — | 0 | I See footnote | — | — | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F10) The shares are held of record by Lightspeed SPV II, LLC, or Lightspeed SPV II. LS SPV Management, LLC, or LS SPV Mgmt, is the manager of Lightspeed SPV II. Messrs. Eggers, Mhatre and Nieh, the managers of LS SPV Mgmt, share voting and dispositive power with respect to the shares held of record by Lightspeed SPV II. Each of LS SPV Mgmt and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 7 | Common | Common Stock | 2025-09-18 | C | A | 8,818,610 | — | 8,818,610 | I See footnote | — | — | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F5) Each share of Series D Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F7) Each share of Series F Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F6) Each share of Series E Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F8) The shares are held of record by Lightspeed Venture Partners Select, L.P., or Lightspeed Select. Lightspeed General Partner Select, L.P., or Lightspeed GP Select, is the general partner of Lightspeed Select and Lightspeed Ultimate General Partner Select, Ltd., or Lightspeed UGP Select, is the general partner of Lightspeed GP Select. Messrs. Eggers, Mhatre and Nieh, the directors of Lightspeed UGP Select, share voting and investment power with respect to the shares held of record by Lightspeed Select. Each of Lightspeed GP Select, Lightspeed UGP Select and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 8 | Common | Common Stock | 2025-09-19 | J | D | 8,818,610 | — | 0 | I See footnote | — | — | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F8) The shares are held of record by Lightspeed Venture Partners Select, L.P., or Lightspeed Select. Lightspeed General Partner Select, L.P., or Lightspeed GP Select, is the general partner of Lightspeed Select and Lightspeed Ultimate General Partner Select, Ltd., or Lightspeed UGP Select, is the general partner of Lightspeed GP Select. Messrs. Eggers, Mhatre and Nieh, the directors of Lightspeed UGP Select, share voting and investment power with respect to the shares held of record by Lightspeed Select. Each of Lightspeed GP Select, Lightspeed UGP Select and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 9 | Common | Common Stock | 2025-09-19 | J | D | 20,231,286 | — | 0 | I See footnote | — | — | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F4) The shares are held of record by Lightspeed Venture Partners IX, L.P., or Lightspeed IX. Lightspeed General Partner IX, L.P., or Lightspeed GP IX, is the general partner of Lightspeed IX and Lightspeed Ultimate General Partner IX, Ltd., or Lightspeed UGP IX, is the general partner of Lightspeed GP IX. Messrs. Eggers, Mhatre and Nieh, the directors of Lightspeed UGP IX, share voting and investment power with respect to the shares held of record by Lightspeed IX. Each of Lightspeed GP IX, Lightspeed UGP IX and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 10 | Common | Common Stock | 2025-09-18 | C | A | 4,040,640 | — | 4,340,640 | I See footnote | — | — | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F13) Each share of Series H Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F11) Each share of Series G Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F14) The shares are held of record by Lightspeed Opportunity Fund, L.P., or Lightspeed Opportunity Fund. Lightspeed General Partner Opportunity Fund, L.P., or Lightspeed GP Opportunity Fund, is the general partner of Lightspeed Opportunity Fund and Lightspeed Ultimate General Partner Opportunity Fund, Ltd., or Lightspeed UGP Opportunity Fund, is the general partner of Lightspeed GP Opportunity Fund. Arif Janmohamed and Ravi Mhatre, the directors of Lightspeed UGP Opportunity Fund, share voting and investment power with respect to the shares held of record by Lightspeed Opportunity Fund. Each of Lightspeed GP Opportunity Fund, Lightspeed UGP Opportunity Fund and Mr. Mhatre disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. Mr. Janmohamed, a director of the Issuer, files separate Section 16 reports. |
| 11 | Common | Common Stock | 2025-09-18 | C | A | 7,765,561 | — | 7,765,561 | I See footnote | — | — | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F11) Each share of Series G Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F12) The shares are held of record by Lightspeed SPV II-B, LLC, or Lightspeed SPV II-B. LS SPV Mgmt is the manager of Lightspeed SPV II-B. Messrs. Eggers, Mhatre and Nieh, the managers of LS SPV Mgmt, share voting and dispositive power with respect to the shares held of record by Lightspeed SPV II-B. Each of LS SPV Mgmt and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 12 | Common | Common Stock | 2025-09-18 | C | A | 15,608,645 | — | 15,608,645 | I See footnote | — | — | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F7) Each share of Series F Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F10) The shares are held of record by Lightspeed SPV II, LLC, or Lightspeed SPV II. LS SPV Management, LLC, or LS SPV Mgmt, is the manager of Lightspeed SPV II. Messrs. Eggers, Mhatre and Nieh, the managers of LS SPV Mgmt, share voting and dispositive power with respect to the shares held of record by Lightspeed SPV II. Each of LS SPV Mgmt and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 13 | Common | Common Stock | 2025-09-18 | C | A | 7,508,890 | — | 7,508,890 | I See footnote | — | — | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F7) Each share of Series F Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F6) Each share of Series E Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F9) The shares are held of record by Lightspeed Venture Partners Select II, L.P., or Lightspeed Select II. Lightspeed General Partner Select II, L.P., or Lightspeed GP Select II, is the general partner of Lightspeed Select II and Lightspeed Ultimate General Partner Select II, Ltd., or Lightspeed UGP Select II, is the general partner of Lightspeed GP Select II. Messrs. Eggers, Mhatre and Nieh, the directors of Lightspeed UGP Select II, share voting and investment power with respect to the shares held of record by Lightspeed Select II. Each of Lightspeed GP Select II, Lightspeed UGP Select II and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 14 | Common | Common Stock | 2025-09-19 | J | D | 7,508,890 | — | 0 | I See footnote | — | — | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F9) The shares are held of record by Lightspeed Venture Partners Select II, L.P., or Lightspeed Select II. Lightspeed General Partner Select II, L.P., or Lightspeed GP Select II, is the general partner of Lightspeed Select II and Lightspeed Ultimate General Partner Select II, Ltd., or Lightspeed UGP Select II, is the general partner of Lightspeed GP Select II. Messrs. Eggers, Mhatre and Nieh, the directors of Lightspeed UGP Select II, share voting and investment power with respect to the shares held of record by Lightspeed Select II. Each of Lightspeed GP Select II, Lightspeed UGP Select II and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 15 | Derivative | Series B Convertible Preferred Stock | 2025-09-18 | C | D | 15,892,460 | — | 0 | I See footnote | — · — to — | 15,892,460 Common Stock | (F2) Each share of Series B Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F4) The shares are held of record by Lightspeed Venture Partners IX, L.P., or Lightspeed IX. Lightspeed General Partner IX, L.P., or Lightspeed GP IX, is the general partner of Lightspeed IX and Lightspeed Ultimate General Partner IX, Ltd., or Lightspeed UGP IX, is the general partner of Lightspeed GP IX. Messrs. Eggers, Mhatre and Nieh, the directors of Lightspeed UGP IX, share voting and investment power with respect to the shares held of record by Lightspeed IX. Each of Lightspeed GP IX, Lightspeed UGP IX and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 16 | Derivative | Series C Convertible Preferred Stock | 2025-09-18 | C | D | 4,338,826 | — | 0 | I See footnote | — · — to — | 4,338,826 Common Stock | (F3) Each share of Series C Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F4) The shares are held of record by Lightspeed Venture Partners IX, L.P., or Lightspeed IX. Lightspeed General Partner IX, L.P., or Lightspeed GP IX, is the general partner of Lightspeed IX and Lightspeed Ultimate General Partner IX, Ltd., or Lightspeed UGP IX, is the general partner of Lightspeed GP IX. Messrs. Eggers, Mhatre and Nieh, the directors of Lightspeed UGP IX, share voting and investment power with respect to the shares held of record by Lightspeed IX. Each of Lightspeed GP IX, Lightspeed UGP IX and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 17 | Derivative | Series D Convertible Preferred Stock | 2025-09-18 | C | D | 2,227,876 | — | 0 | I See footnote | — · — to — | 2,227,876 Common Stock | (F5) Each share of Series D Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F8) The shares are held of record by Lightspeed Venture Partners Select, L.P., or Lightspeed Select. Lightspeed General Partner Select, L.P., or Lightspeed GP Select, is the general partner of Lightspeed Select and Lightspeed Ultimate General Partner Select, Ltd., or Lightspeed UGP Select, is the general partner of Lightspeed GP Select. Messrs. Eggers, Mhatre and Nieh, the directors of Lightspeed UGP Select, share voting and investment power with respect to the shares held of record by Lightspeed Select. Each of Lightspeed GP Select, Lightspeed UGP Select and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 18 | Derivative | Series E Convertible Preferred Stock | 2025-09-18 | C | D | 5,672,579 | — | 0 | I See footnote | — · — to — | 5,672,579 Common Stock | (F6) Each share of Series E Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F8) The shares are held of record by Lightspeed Venture Partners Select, L.P., or Lightspeed Select. Lightspeed General Partner Select, L.P., or Lightspeed GP Select, is the general partner of Lightspeed Select and Lightspeed Ultimate General Partner Select, Ltd., or Lightspeed UGP Select, is the general partner of Lightspeed GP Select. Messrs. Eggers, Mhatre and Nieh, the directors of Lightspeed UGP Select, share voting and investment power with respect to the shares held of record by Lightspeed Select. Each of Lightspeed GP Select, Lightspeed UGP Select and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 19 | Derivative | Series E Convertible Preferred Stock | 2025-09-18 | C | D | 5,672,579 | — | 0 | I See footnote | — · — to — | 5,672,579 Common Stock | (F6) Each share of Series E Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F9) The shares are held of record by Lightspeed Venture Partners Select II, L.P., or Lightspeed Select II. Lightspeed General Partner Select II, L.P., or Lightspeed GP Select II, is the general partner of Lightspeed Select II and Lightspeed Ultimate General Partner Select II, Ltd., or Lightspeed UGP Select II, is the general partner of Lightspeed GP Select II. Messrs. Eggers, Mhatre and Nieh, the directors of Lightspeed UGP Select II, share voting and investment power with respect to the shares held of record by Lightspeed Select II. Each of Lightspeed GP Select II, Lightspeed UGP Select II and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 20 | Derivative | Series F Convertible Preferred Stock | 2025-09-18 | C | D | 918,155 | — | 0 | I See footnote | — · — to — | 918,155 Common Stock | (F7) Each share of Series F Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F8) The shares are held of record by Lightspeed Venture Partners Select, L.P., or Lightspeed Select. Lightspeed General Partner Select, L.P., or Lightspeed GP Select, is the general partner of Lightspeed Select and Lightspeed Ultimate General Partner Select, Ltd., or Lightspeed UGP Select, is the general partner of Lightspeed GP Select. Messrs. Eggers, Mhatre and Nieh, the directors of Lightspeed UGP Select, share voting and investment power with respect to the shares held of record by Lightspeed Select. Each of Lightspeed GP Select, Lightspeed UGP Select and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 21 | Derivative | Series F Convertible Preferred Stock | 2025-09-18 | C | D | 1,836,311 | — | 0 | I See footnote | — · — to — | 1,836,311 Common Stock | (F7) Each share of Series F Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F9) The shares are held of record by Lightspeed Venture Partners Select II, L.P., or Lightspeed Select II. Lightspeed General Partner Select II, L.P., or Lightspeed GP Select II, is the general partner of Lightspeed Select II and Lightspeed Ultimate General Partner Select II, Ltd., or Lightspeed UGP Select II, is the general partner of Lightspeed GP Select II. Messrs. Eggers, Mhatre and Nieh, the directors of Lightspeed UGP Select II, share voting and investment power with respect to the shares held of record by Lightspeed Select II. Each of Lightspeed GP Select II, Lightspeed UGP Select II and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 22 | Derivative | Series F Convertible Preferred Stock | 2025-09-18 | C | D | 15,608,645 | — | 0 | I See footnote | — · — to — | 15,608,645 Common Stock | (F7) Each share of Series F Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F10) The shares are held of record by Lightspeed SPV II, LLC, or Lightspeed SPV II. LS SPV Management, LLC, or LS SPV Mgmt, is the manager of Lightspeed SPV II. Messrs. Eggers, Mhatre and Nieh, the managers of LS SPV Mgmt, share voting and dispositive power with respect to the shares held of record by Lightspeed SPV II. Each of LS SPV Mgmt and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 23 | Derivative | Series G Convertible Preferred Stock | 2025-09-18 | C | D | 7,765,561 | — | 0 | I See footnote | — · — to — | 7,765,561 Common Stock | (F11) Each share of Series G Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F12) The shares are held of record by Lightspeed SPV II-B, LLC, or Lightspeed SPV II-B. LS SPV Mgmt is the manager of Lightspeed SPV II-B. Messrs. Eggers, Mhatre and Nieh, the managers of LS SPV Mgmt, share voting and dispositive power with respect to the shares held of record by Lightspeed SPV II-B. Each of LS SPV Mgmt and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. |
| 24 | Derivative | Series G Convertible Preferred Stock | 2025-09-18 | C | D | 2,986,754 | — | 0 | I See footnote | — · — to — | 2,986,754 Common Stock | (F11) Each share of Series G Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F14) The shares are held of record by Lightspeed Opportunity Fund, L.P., or Lightspeed Opportunity Fund. Lightspeed General Partner Opportunity Fund, L.P., or Lightspeed GP Opportunity Fund, is the general partner of Lightspeed Opportunity Fund and Lightspeed Ultimate General Partner Opportunity Fund, Ltd., or Lightspeed UGP Opportunity Fund, is the general partner of Lightspeed GP Opportunity Fund. Arif Janmohamed and Ravi Mhatre, the directors of Lightspeed UGP Opportunity Fund, share voting and investment power with respect to the shares held of record by Lightspeed Opportunity Fund. Each of Lightspeed GP Opportunity Fund, Lightspeed UGP Opportunity Fund and Mr. Mhatre disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. Mr. Janmohamed, a director of the Issuer, files separate Section 16 reports. |
| 25 | Derivative | Series H Convertible Preferred Stock | 2025-09-18 | C | D | 1,053,886 | — | 0 | I See footnote | — · — to — | 1,053,886 Common Stock | (F13) Each share of Series H Convertible Preferred Stock converted into Common Stock on a one-to-one basis prior to the completion of the IPO and had no expiration date. (F14) The shares are held of record by Lightspeed Opportunity Fund, L.P., or Lightspeed Opportunity Fund. Lightspeed General Partner Opportunity Fund, L.P., or Lightspeed GP Opportunity Fund, is the general partner of Lightspeed Opportunity Fund and Lightspeed Ultimate General Partner Opportunity Fund, Ltd., or Lightspeed UGP Opportunity Fund, is the general partner of Lightspeed GP Opportunity Fund. Arif Janmohamed and Ravi Mhatre, the directors of Lightspeed UGP Opportunity Fund, share voting and investment power with respect to the shares held of record by Lightspeed Opportunity Fund. Each of Lightspeed GP Opportunity Fund, Lightspeed UGP Opportunity Fund and Mr. Mhatre disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. Mr. Janmohamed, a director of the Issuer, files separate Section 16 reports. |
| 26 | Derivative | Class B Common Stock | 2025-09-19 | J | A | 20,231,286 | — | 20,231,286 | I See footnote | — · — to — | 20,231,286 Class A Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F4) The shares are held of record by Lightspeed Venture Partners IX, L.P., or Lightspeed IX. Lightspeed General Partner IX, L.P., or Lightspeed GP IX, is the general partner of Lightspeed IX and Lightspeed Ultimate General Partner IX, Ltd., or Lightspeed UGP IX, is the general partner of Lightspeed GP IX. Messrs. Eggers, Mhatre and Nieh, the directors of Lightspeed UGP IX, share voting and investment power with respect to the shares held of record by Lightspeed IX. Each of Lightspeed GP IX, Lightspeed UGP IX and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. (F17) Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. (F18) The shares of Class B Common Stock automatically convert to shares of Class A common stock on a 1:1 basis on or prior to September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation. |
| 27 | Derivative | Class B Common Stock | 2025-09-19 | J | A | 8,818,610 | — | 8,818,610 | I See footnote | — · — to — | 8,818,610 Class A Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F8) The shares are held of record by Lightspeed Venture Partners Select, L.P., or Lightspeed Select. Lightspeed General Partner Select, L.P., or Lightspeed GP Select, is the general partner of Lightspeed Select and Lightspeed Ultimate General Partner Select, Ltd., or Lightspeed UGP Select, is the general partner of Lightspeed GP Select. Messrs. Eggers, Mhatre and Nieh, the directors of Lightspeed UGP Select, share voting and investment power with respect to the shares held of record by Lightspeed Select. Each of Lightspeed GP Select, Lightspeed UGP Select and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. (F17) Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. (F18) The shares of Class B Common Stock automatically convert to shares of Class A common stock on a 1:1 basis on or prior to September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation. |
| 28 | Derivative | Class B Common Stock | 2025-09-19 | J | A | 7,508,890 | — | 7,508,890 | I See footnote | — · — to — | 7,508,890 Class A Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F9) The shares are held of record by Lightspeed Venture Partners Select II, L.P., or Lightspeed Select II. Lightspeed General Partner Select II, L.P., or Lightspeed GP Select II, is the general partner of Lightspeed Select II and Lightspeed Ultimate General Partner Select II, Ltd., or Lightspeed UGP Select II, is the general partner of Lightspeed GP Select II. Messrs. Eggers, Mhatre and Nieh, the directors of Lightspeed UGP Select II, share voting and investment power with respect to the shares held of record by Lightspeed Select II. Each of Lightspeed GP Select II, Lightspeed UGP Select II and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. (F17) Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. (F18) The shares of Class B Common Stock automatically convert to shares of Class A common stock on a 1:1 basis on or prior to September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation. |
| 29 | Derivative | Class B Common Stock | 2025-09-19 | J | A | 15,608,645 | — | 15,608,645 | I See footnote | — · — to — | 15,608,645 Class A Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F10) The shares are held of record by Lightspeed SPV II, LLC, or Lightspeed SPV II. LS SPV Management, LLC, or LS SPV Mgmt, is the manager of Lightspeed SPV II. Messrs. Eggers, Mhatre and Nieh, the managers of LS SPV Mgmt, share voting and dispositive power with respect to the shares held of record by Lightspeed SPV II. Each of LS SPV Mgmt and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. (F17) Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. (F18) The shares of Class B Common Stock automatically convert to shares of Class A common stock on a 1:1 basis on or prior to September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation. |
| 30 | Derivative | Class B Common Stock | 2025-09-19 | J | A | 7,765,561 | — | 7,765,561 | I See footnote | — · — to — | 7,765,561 Class A Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F12) The shares are held of record by Lightspeed SPV II-B, LLC, or Lightspeed SPV II-B. LS SPV Mgmt is the manager of Lightspeed SPV II-B. Messrs. Eggers, Mhatre and Nieh, the managers of LS SPV Mgmt, share voting and dispositive power with respect to the shares held of record by Lightspeed SPV II-B. Each of LS SPV Mgmt and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. (F17) Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. (F18) The shares of Class B Common Stock automatically convert to shares of Class A common stock on a 1:1 basis on or prior to September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation. |
| 31 | Derivative | Class B Common Stock | 2025-09-19 | J | A | 4,340,640 | — | 4,340,640 | I See footnote | — · — to — | 4,340,640 Class A Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F14) The shares are held of record by Lightspeed Opportunity Fund, L.P., or Lightspeed Opportunity Fund. Lightspeed General Partner Opportunity Fund, L.P., or Lightspeed GP Opportunity Fund, is the general partner of Lightspeed Opportunity Fund and Lightspeed Ultimate General Partner Opportunity Fund, Ltd., or Lightspeed UGP Opportunity Fund, is the general partner of Lightspeed GP Opportunity Fund. Arif Janmohamed and Ravi Mhatre, the directors of Lightspeed UGP Opportunity Fund, share voting and investment power with respect to the shares held of record by Lightspeed Opportunity Fund. Each of Lightspeed GP Opportunity Fund, Lightspeed UGP Opportunity Fund and Mr. Mhatre disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. Mr. Janmohamed, a director of the Issuer, files separate Section 16 reports. (F17) Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. (F18) The shares of Class B Common Stock automatically convert to shares of Class A common stock on a 1:1 basis on or prior to September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation. |
| 32 | Derivative | Class B Common Stock | 2025-09-19 | J | A | 219,075 | — | 219,075 | I See footnote | — · — to — | 219,075 Class A Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F15) The shares are held of record by Lightspeed Venture Partners XII, L.P., or Lightspeed XII. Lightspeed General Partner XII, L.P., or Lightspeed GP XII, is the general partner of Lightspeed XII and Lightspeed Ultimate General Partner XII, Ltd., or Lightspeed UGP XII, is the general partner of Lightspeed GP XII. Barry Eggers, Mr. Mhatre and Peter Nieh, the directors of Lightspeed UGP XII, share voting and investment power with respect to the shares held of record by Lightspeed XII. Each of Lightspeed GP XII, Lightspeed UGP XII and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. (F17) Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. (F18) The shares of Class B Common Stock automatically convert to shares of Class A common stock on a 1:1 basis on or prior to September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation. |
| 33 | Derivative | Class B Common Stock | 2025-09-19 | J | A | 500 | — | 500 | I See footnote | — · — to — | 500 Class A Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F16) The shares are held of record by LSS Fund II, LLC, or LSS Fund II. Lightspeed Scout Management, LLC, or Lightspeed Scout Mgmt, is the manager of LSS Fund II. Messrs. Eggers, Mhatre and Nieh, the managing members of Lightspeed Scout Mgmt, share voting and investment power with respect to the shares held of record by LSS Fund II. Each of Lightspeed Scout Mgmt and Messrs. Eggers, Mhatre and Nieh disclaims beneficial ownership of these shares except to the extent of its or his respective pecuniary interest therein. (F17) Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. (F18) The shares of Class B Common Stock automatically convert to shares of Class A common stock on a 1:1 basis on or prior to September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation. |