Welcome to our dedicated page for Klaviyo SEC filings (Ticker: KVYO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Klaviyo, Inc. (NYSE: KVYO) files a range of reports and disclosures with the U.S. Securities and Exchange Commission that shed light on its business, governance, and financial performance. This page aggregates those SEC filings so investors can review how the company describes its B2C CRM platform, subscription-based SaaS model, AI capabilities, and key operating metrics in official documents.
Among the most informative filings for Klaviyo are its annual reports on Form 10-K and quarterly reports on Form 10-Q, which provide detailed discussions of revenue, expenses, customer trends, and risks, as well as explanations of non-GAAP measures such as non-GAAP gross profit, non-GAAP operating income, and free cash flow. These reports also define operational metrics like customers, customers generating over specified annual recurring revenue thresholds, and dollar-based net revenue retention rate, and explain how management uses them to evaluate growth.
Current reports on Form 8-K give more timely insight into specific events. In 2025, Klaviyo used 8-K filings to announce quarterly results, share Black Friday–Cyber Monday data, post an investor day presentation, disclose an underwriting agreement for a secondary offering by selling stockholders, and describe leadership and governance changes, including the appointment of a co-Chief Executive Officer and amendments to its bylaws to allow for up to two Chief Executive Officers.
Investors can also review exhibits attached to these filings, such as employment agreements, compensation arrangements, equity award intention letters, and underwriting agreements, to better understand executive incentives, severance terms, and capital markets activity. Insider transaction reports on Form 4, when filed, provide additional visibility into equity ownership changes by directors and officers. With AI-powered summaries and search, this filings page helps users interpret lengthy documents, follow how Klaviyo’s disclosures evolve over time, and quickly locate information on topics such as executive compensation, stock-based awards, performance metrics, and material agreements.
Klaviyo, Inc. Chief Legal Officer Edmond Landon reported an open-market sale of 9,623 shares of Series A Common Stock at $20.00 per share. The transaction was executed pursuant to a Rule 10b5-1 trading plan adopted on August 21, 2025.
After this sale, Landon holds equity interests totaling 584,124 units, consisting of 74,332 shares of Series A Common Stock, 379,922 unvested restricted stock units, and 129,870 unvested performance stock units, each unit representing the contingent right to receive one share upon vesting and settlement.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice to propose resale of 9,623 restricted stock units of KVYO. The filing lists two recent 10b5-1 open-market sales by Landon Ramon Edmond: 15,093 shares on 03/05/2026 and 14,366 shares on 03/12/2026.
Edmond Landon reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. reported that Chief Legal Officer Edmond Landon received equity awards of Series A Common Stock in the form of restricted and performance stock units. He was granted 151,515 restricted stock units (RSUs) and 129,870 performance stock units (PSUs), each settling into one share upon vesting.
The RSUs vest over quarterly installments, with 50% vesting in eight equal quarterly tranches starting on May 15, 2026 and the remaining 50% vesting in four quarterly installments afterward, subject to continued service. The PSUs can vest in up to three tranches over a two-year measurement period if specified stock price targets are met.
Those PSU tranches require the average closing price of Klaviyo’s Series A Common Stock to reach $30.00, $50.00, and $75.00 per share, each sustained for at least sixty consecutive calendar days, and also depend on Landon’s continued service. After these grants, his holdings consist of 83,955 shares of Series A Common Stock, 379,922 unvested RSUs, and 129,870 unvested PSUs.
Galvin Carmel reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. reported that Chief People Officer Carmel Galvin received equity awards in the form of Series A Common Stock. Galvin was granted 189,393 restricted stock units (RSUs) and 162,337 performance stock units (PSUs) under the company’s 2023 Stock Option and Incentive Plan.
Each RSU and PSU represents the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Fifty percent of the RSUs vest in eight equal quarterly installments starting on May 15, 2026, with the remaining 50% vesting in four additional quarterly installments, subject to continued service.
The PSUs can vest in up to three tranches over a two-year measurement period if specified stock price and service conditions are met. Tranche stock price targets are $30.00, $50.00, and $75.00 per share, based on an average closing price over at least sixty consecutive calendar days. Following these grants, Galvin’s holdings consist of 130,487 shares of Series A Common Stock, 675,716 unvested RSUs, and 162,337 unvested PSUs.
Klaviyo, Inc. Chief Financial Officer Amanda Whalen reported multiple equity transactions involving Series A and Series B Common Stock. On April 15, 2026, she received 265,151 restricted stock units and 227,272 performance stock units, both granted at no cash cost as equity compensation.
The RSUs vest quarterly over time, while the PSUs can vest in up to three tranches over two years if Klaviyo’s Series A stock sustains average closing prices of $30.00, $50.00, and $75.00 per share for at least sixty consecutive days per tranche. On April 16, 2026, Whalen converted 4,293 shares of Series B into Series A and sold 14,000 Series A shares at a weighted average price of $18.54 per share under a pre-arranged Rule 10b5-1 trading plan, leaving her with 895,141 Series A shares and 297,112 Series B shares held directly.
Klaviyo, Inc. director and Co-CEO Andrew Bialecki converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock and sold all of the resulting Series A shares in open-market transactions on April 14, 2026.
The sales, executed at weighted average prices around $17 per share, were carried out under a pre-arranged Rule 10b5-1 trading plan. Following these transactions, Bialecki holds 67,344,118 shares of Series B Common Stock directly and has additional indirect interests through several 2023 trusts and shares held by his spouse.
Morgan Stanley Smith Barney LLC filed a Form 144 reporting a proposed sale of 28,000 Restricted Stock Units dated 11/15/2025. The filing lists two prior 10b5-1 sales by Amanda Whalen: 14,000 shares on 02/13/2026 for $264,356.40 and 14,000 shares on 03/12/2026 for $274,108.80.
Klaviyo, Inc. co‑CEO Andrew Bialecki converted and sold shares under a pre‑planned trading arrangement. On April 7, 2026, he converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock, then sold those 200,000 Series A shares in open‑market transactions at a weighted‑average price of $18.63 per share pursuant to a Rule 10b5‑1 trading plan adopted on May 20, 2025. Following the conversion, he held 67,544,118 shares of Series B Common Stock directly. Additional Series B shares are held indirectly through several 2023 trusts and by his spouse, for which he disclaims beneficial ownership except to any pecuniary interest.
KVYO affiliate proposes sale of 637,778 shares of Common Stock. The filing lists the securities as from previously exercised stock options and shows $12,251,715.38 on the same line. The activity is associated with repeated 10b5-1 scheduled sales by Andrew Bialecki across Jan–Apr 2026.
The entries list multiple daily dispositions (examples shown) executed under 10b5-1 plans and other cash sales; timing and methods are reported as individual sale dates in the excerpt.
Klaviyo, Inc. Co-Chief Executive Officer Andrew Bialecki reported a planned conversion-and-sale of company stock. He converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock and sold all 200,000 Series A shares in an open‑market transaction at a weighted average price of $19.42 per share, with individual trades ranging from $18.85 to $19.75. These trades were executed under a pre‑arranged Rule 10b5-1 trading plan adopted on May 20, 2025, indicating they were scheduled in advance.
Following the transactions, Bialecki holds 67,744,118 shares of Series B Common Stock directly. The filing also shows substantial additional Series B holdings held indirectly through several 2023 trusts and by his spouse, where he disclaims Section 16 beneficial ownership except for any pecuniary interest.