[144] Klaviyo, Inc. SEC Filing

Rhea-AI Filing Summary

Klaviyo, Inc. (KVYO) reported a Form 144 notice indicating an intended sale of 7,105 common shares with an aggregate market value of $223,310.15, representing part of the issuer's 116,897,730 outstanding shares. The shares are scheduled for sale approximately on 08/18/2025 on the NYSE. The filer acquired the shares as restricted stock units on 08/15/2025 and lists payment as N/A. The filing also discloses two prior 10b5-1 sales by Stephen Rowland of 7,079 shares on 07/15/2025 (gross proceeds $223,446.27) and 06/16/2025 (gross proceeds $244,619.43).

Positive

• Planned sale disclosed under Rule 144, providing transparency about insider liquidity
• Shares were acquired as Restricted Stock Units (08/15/2025), clearly describing acquisition type
• Prior 10b5-1 sales disclosed (07/15/2025 and 06/16/2025) indicating use of pre-established trading arrangements

Negative

• None.

Insights

Securities Analyst

TL;DR: Routine insider notice showing planned sale of 7,105 RSU-derived shares under Rule 144; prior 10b5-1 executions noted.

The Form 144 for KVYO documents an intended sale of 7,105 common shares valued at $223,310.15 and confirms the shares were acquired as restricted stock units on 08/15/2025. The filing references past 10b5-1 sales by Stephen Rowland totaling 14,158 shares in June and July 2025 with stated gross proceeds. For investors, this is a standard disclosure of insider liquidity and not an operational or financial statement of company performance. The information is factual and limited to share counts, values, acquisition method, and sale timing.

Corporate Governance Expert

TL;DR: Disclosure aligns with Rule 144 and 10b5-1 practices; statement includes insider representation about absence of undisclosed material information.

The notice includes the required representation that the seller is unaware of undisclosed material adverse information and cites reliance on a trading plan in prior sales (10b5-1). It documents acquisition via RSUs and lists broker details for the planned sale. This filing is procedural and reflects compliance with securities-sale reporting obligations rather than a governance change or event with direct company-level implications.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	7105	223310.15	116897730	08/18/2025	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	08/15/2025	Restricted Stock Units	Issuer			7105	08/15/2025	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
10b5-1 Sales for STEPHEN ROWLAND 125 Summer Street, 6th Floor Boston MA 02110	Common	07/15/2025	7079	223446.27
10b5-1 Sales for STEPHEN ROWLAND 125 Summer Street, 6th Floor Boston MA 02110	Common	06/16/2025	7079	244619.43

144: Remarks and Signature

Remarks

Date of Notice

Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does the Form 144 for KVYO disclose?

The form discloses an intended sale of 7,105 common shares (aggregate market value $223,310.15) scheduled around 08/18/2025 on the NYSE.

How were the shares being sold by the filer acquired?

The shares were acquired as Restricted Stock Units on 08/15/2025, with the amount listed as 7,105 shares.

Were there recent insider sales reported for KVYO?

Yes. The filing lists two prior 10b5-1 sales by Stephen Rowland: 7,079 shares on 07/15/2025 (gross proceeds $223,446.27) and 7,079 shares on 06/16/2025 (gross proceeds $244,619.43).

Which broker is handling the planned sale?

The broker listed is Morgan Stanley Smith Barney LLC Executive Financial Services, 1 New York Plaza 8th Floor, New York, NY 10004.

Does the filing state whether the seller has undisclosed material information?

Yes. By signing, the person represents they do not know any material adverse information about the issuer that has not been publicly disclosed.