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. filings document the operating results, governance, capital actions, and material events of a public SaaS company focused on autonomous B2C CRM. Its Form 8-K reports furnish quarterly and annual financial results, investor presentations, Regulation FD disclosures, and business updates related to the company’s customer-data platform, marketing automation, service workflows, and AI-enabled product strategy.
The company’s proxy materials cover board matters, executive compensation, equity awards, shareholder voting items, and corporate governance. Other filings disclose capital-structure matters such as Series A Common Stock repurchases, material agreements, compensatory arrangements, leadership-transition disclosures, exhibits, and Inline XBRL cover-page data.
Klaviyo, Inc. director Roxanne Oulman reported a class-for-class conversion on July 22, 2026, in which the Roxanne Oulman 2025 GRAT converted 16,775 shares of Series B Common Stock into the same number of Series A shares. After this, the GRAT indirectly holds 29,891 Series B and 16,775 Series A shares. Oulman also reports direct positions of 15,165 Series B and Series A-related holdings totaling 37,343 shares/units, consisting of 22,521 Series A shares and 14,822 unvested restricted stock units. She disclaims beneficial ownership of the GRAT-held shares except to the extent of any pecuniary interest.
Klaviyo, Inc. Chief Financial Officer Amanda Whalen reported selling 14,000 shares of Series A Common Stock on July 16, 2026 at a weighted average price of $17.75 per share (range $17.43 to $18.05) pursuant to a Rule 10b5-1 trading plan adopted on August 21, 2025. Following the sale, she holds 59,302 shares of Series A Common Stock, plus 551,618 unvested RSUs and 227,272 unvested PSUs, totaling 838,192 equity-linked interests.
Klaviyo, Inc. appointed Erica Smith as Chief Financial Officer and principal financial and accounting officer, effective on her employment start date currently set for September 1, 2026. She succeeds Amanda Whalen, who will remain CFO through that date, then stay in an advisory role through November 16, 2026 to support a transition.
Smith will receive an annual base salary of $550,000 and a target annual cash bonus equal to 50% of base salary. Her compensation includes time-based RSUs with an initial value of $15,000,000, vesting in sixteen quarterly installments, and PSUs with an initial value of $3,000,000, vesting in up to three tranches if specified stock price targets are met by February 15, 2029. PSU tranches require average closing prices of $30.00, $50.00, and $75.00 per share for at least sixty consecutive days, subject to her continued service and change-in-control provisions in her employment agreement.
Klaviyo, Inc. Chief Financial Officer Amanda Whalen reported an open‑market sale of 14,000 shares of Series A Common Stock on June 18, 2026 at a weighted average price of $13.23 per share. The sale was made under a Rule 10b5‑1 trading plan adopted on August 21, 2025, indicating it was pre‑scheduled. Following this transaction, she holds a total of 852,192 equity-linked interests, including 73,302 shares of Series A Common Stock, 551,618 unvested restricted stock units, and 227,272 unvested performance stock units.
KVYO reported insider dispositions under Rule 144/10b5-1. The filing lists Restricted Stock Units of 42,000 shares (dated 11/15/2025) identified as the securities to be sold. It also discloses two brokered 10b5-1 sales: 14,000 shares on 05/14/2026 for $199,644.20 and 14,000 shares on 04/16/2026 for $259,548.80.
Klaviyo, Inc. director Roxanne Oulman reported equity awards and a share conversion. She received 14,822 restricted stock units (RSUs) of Series A Common Stock, which vest in full on the earlier of June 9, 2027 or the company’s next annual shareholder meeting, subject to continued board service.
She also converted 8,169 shares of Series B Common Stock into 8,169 shares of Series A Common Stock. After these transactions, she holds 37,343 Series A shares directly, consisting of 22,521 shares and 14,822 unvested RSUs, plus 46,666 Series B shares held indirectly through the Roxanne Oulman 2025 GRAT, where she serves as trustee and disclaims beneficial ownership beyond any pecuniary interest.
St. Ledger Susan reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. director Susan St. Ledger received a grant of 14,822 restricted stock units (RSUs) of Series A Common Stock on June 9, 2026 under the 2023 Stock Option and Incentive Plan. The RSUs vest in full on June 9, 2027 or the next annual meeting, subject to continued board service. After this grant, she holds 25,761 Series A Common Stock shares and RSUs in total, including 10,939 shares and 14,822 unvested RSUs.
Ceran Jennifer reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. director Jennifer Ceran received a grant of 14,822 restricted stock units, each tied to one share of Series A Common Stock, at no cash cost per unit. These RSUs vest in full on the earlier of June 9, 2027 or Klaviyo’s next annual shareholder meeting, contingent on her continued board service. Following this award, Ceran’s stake comprises 30,691 shares of Series A Common Stock and 14,822 unvested RSUs, totaling 45,513 shares and share-equivalents.
Weisman Tony reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. director Tony Weisman reported a compensation-related equity award rather than an open-market trade. He received 14,822 restricted stock units (RSUs) of Series A Common Stock, which vest in full on the earlier of June 9, 2027 or the company’s next annual stockholder meeting, subject to his continued board service. Following this award, he holds 104,174 Series A Common Stock and RSUs directly and 20,833 shares indirectly through a trust.
Klaviyo director and Co‑Chief Executive Officer Luciano Fernandez Gomez reported a tax-related share disposition. On the vesting of restricted stock units, 1,746 shares of Series A Common Stock were withheld by Klaviyo at $14.78 per share to satisfy tax obligations.
After this withholding, Fernandez Gomez directly holds 2,323,705 shares, including unvested RSUs and performance stock units that each may convert into one share upon future vesting and settlement.