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 and ten percent owner Ed Hallen reported indirect share transactions through Hodgkins Trust and Hodgkins LLC. On October 7, 2026, the Trust sold 38,667 shares at a $17.40 weighted average price per share, with trades ranging from $17.03 to $17.63; the LLC sold 58,815 shares at a $17.40 weighted average price per share, with trades ranging from $17.00 to $17.63. Both sales were pursuant to a Rule 10b5-1 trading plan adopted June 1, 2026. The Trust reported 55,290 shares after its sale. On October 8, the LLC made a bona fide gift of 17,885 shares to a donor-advised fund pursuant to the plan. Hallen disclaimed beneficial ownership of the shares except to the extent of any pecuniary interest.
Klaviyo, Inc. Class A shares are listed for sale for Edward W. Hallen’s account: 97,482 shares, with an approximate sale date of October 7, 2026 and an aggregate market value of $1,696,066.56. Remarks say “today’s sale” includes 38,667 shares sold from Hodgkins LLC and 58,815 sold from Hodgkins Trust; Edward W. Hallen is identified as an authorized individual and account stakeholder for the LLC and an account stakeholder for the trust.
Klaviyo, Inc. director and 10% owner Ed Hallen reported sales of Series A Common Stock held by Hodgkins Trust and Hodgkins LLC on September 24, 2026. Hodgkins Trust sold 500 shares and Hodgkins LLC sold 800 shares, each at a weighted-average price of $17.02 per share. The transactions were made under a Rule 10b5-1 trading plan adopted on June 1, 2026. Following the transactions, Hodgkins Trust held 93,957 shares and Hodgkins LLC held 446,946 shares. Individual sale prices ranged from $17.00 to $17.03 per share.
Klaviyo, Inc. (KVYO) is the issuer named in a Form 144 notice identifying Edward W. Hallen as the person for whose account 1,300 Class A shares are to be sold, with an aggregate market value of $22,124.00 and an approximate sale date of September 24, 2026. The notice attributes 800 shares to Hodgkins LLC and 500 to Hodgkins Trust; Hallen is identified as an account stakeholder in both. Past-three-month sales dated August 31, 2026, list 59,615 shares ($1,221,349.02) for the LLC and 39,167 shares ($801,622.32) for the trust. Daniel Tucci signed as Fidelity Brokerage Services LLC’s authorized representative and Hallen’s attorney-in-fact.
Klaviyo, Inc. (symbol: KVYO) is the issuer of record for a Form 4 filing submitted to the SEC. Smith Erica Ellen reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. (KVYO) reported that its Chief Financial Officer, Erica Ellen Smith, received equity awards in the form of 821,917 restricted stock units (RSUs) and 328,767 performance stock units (PSUs) of Series A Common Stock on September 15, 2026. The RSUs vest in sixteen equal quarterly installments starting February 15, 2027, contingent on continued service. The PSUs may vest in up to three tranches over a two-and-a-half-year measurement period, based on KVYO’s stock trading at or above $30.00, $50.00, and $75.00 per share for at least sixty consecutive days and the CFO’s continued service in a similar role.
Klaviyo, Inc. (KVYO) is the issuer for which officer Amanda Whalen has filed a notice of proposed sales of common stock under Rule 144. The notice covers 42,000 shares of common stock, with an indicated aggregate market value of $681,660.00, and notes prior 10b5‑1 plan sales over the past three months.
Klaviyo, Inc. (KVYO) director Susan St. Ledger reported selling 2,328 shares of Series A Common Stock on September 11, 2026 at $15.93 per share in an open-market transaction made under a Rule 10b5-1 trading plan adopted on June 12, 2026. After this sale, her equity position consists of 8,611 shares of Series A Common Stock and 14,822 unvested restricted stock units, each RSU representing a contingent right to receive one share upon vesting and settlement.
Klaviyo, Inc. (KVYO) is the issuer for a proposed sale of its Series A common stock under Rule 144 by director Susan St. Ledger. The notice covers 2,328 shares, with an aggregate market value of $37,085.04, to be sold through Fidelity Brokerage Services LLC on or about September 11, 2026 on the NYSE. The Series A shares outstanding are listed as 126,937,933 shares, a baseline figure, not the amount being sold.
Klaviyo, Inc. (KVYO) filed an initial beneficial ownership report for Erica Ellen Smith, who serves as Chief Financial Officer. The filing lists her as an officer but reports no transactions, derivative positions, or holding entries in Klaviyo securities at this time. An Exhibit 24 Power of Attorney is referenced.
Klaviyo, Inc. (KVYO) insider Ed Hallen, a director and more than 10% owner, reported indirect dispositions of Series A Common Stock on August 31, 2026, under a Rule 10b5-1 trading plan adopted on June 1, 2026. Entities associated with Hallen sold 98,782 shares in open-market or private transactions at weighted-average prices around $20.47–$20.49 per share and made a bona fide gift of 17,885 shares to a donor-advised fund. After these trades, Hodgkins Trust held 94,457 shares for Hallen’s benefit. The shares are held by Hodgkins Trust and Hodgkins LLC, and Hallen disclaims Section 16 beneficial ownership except to the extent of any pecuniary interest.