[144] Klaviyo, Inc. SEC Filing

Rhea-AI Filing Summary

Klaviyo, Inc. (KVYO) Form 144 notice reports a proposed sale of 9,965 shares of common stock through Morgan Stanley Smith Barney LLC with an aggregate market value of $313,199.95. The filing lists 116,897,730 shares outstanding and an approximate sale date of 08/18/2025. The shares were acquired as Restricted Stock Units from the issuer on 08/15/2025 and payment/settlement is shown as 08/15/2025. The form indicates no securities sold in the past three months and contains the standard representation that the selling person does not possess undisclosed material adverse information. Several identifying fields (filer name/CIK and issuer contact details) are not populated in the provided content.

Positive

• Required disclosures provided: class, quantity, acquisition date, acquisition type, broker, and aggregate value are all stated
• No sales in past three months: the filing explicitly reports "Nothing to Report" for securities sold in prior three months

Negative

• Missing identifying details in excerpt: filer name/CIK and issuer contact fields are not populated in the provided content

Insights

Securities Analyst

TL;DR Routine insider sale notice: newly acquired restricted units are being registered for sale through a major broker.

The filing documents a proposed sale of 9,965 shares acquired as restricted stock units three days earlier, routed through Morgan Stanley Smith Barney LLC with an indicated aggregate market value of $313,199.95 and an approximate sale date of 08/18/2025. The notice states there were no sales in the prior three months and includes the required attestation about lack of undisclosed material adverse information. This is a standard compliance disclosure rather than a standalone operational or financial development.

Corporate Governance Expert

TL;DR Filing meets disclosure requirements but lacks some identifying information in the provided excerpt.

The Form 144 shows the seller acquired the securities from the issuer as restricted stock units and is using a broker to effect the sale. The form includes the statutory attestation about material information. However, key filer/issuer identifying fields appear blank in the supplied content, which limits third-party verification from this excerpt and should be confirmed in the full filing.

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	9965	313199.95	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			9965	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

Nothing to Report

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 Klaviyo's (KVYO) Form 144 report?

The filing reports a proposed sale of 9,965 common shares acquired as restricted stock units with an aggregate market value of $313,199.95.

When is the approximate sale date listed on the Form 144 for KVYO?

The approximate date of sale is listed as 08/18/2025.

Who is the broker handling the proposed sale on the Form 144?

The broker named is Morgan Stanley Smith Barney LLC, 1 New York Plaza, 8th Floor, New York, NY 10004.

How were the shares acquired according to the Form 144?

The shares were acquired on 08/15/2025 as Restricted Stock Units from the issuer.

Does the Form 144 show any securities sold in the past three months?

No. The filing states "Nothing to Report" for securities sold during the past three months.