Klaviyo CFO reports no KVYO share holdings

The filing lists Erica Ellen Smith as an officer but shows no transactions or Klaviyo holdings at this time.

Rhea-AI Filing Summary

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.

Key Terms

Power of Attorney, Form 3, beneficial ownership

3 terms

Power of Attorney regulatory

"Exhibit 24 - Power of Attorney attached"

A power of attorney is a legal document that allows one person to make decisions and act on behalf of another person, often in financial or legal matters. It’s like giving someone a trusted helper or agent the authority to handle important tasks if you are unable to do so yourself. This matters to investors because it can impact how their assets are managed or transferred if they become unable to oversee their affairs.

Form 3 regulatory

"filed an initial beneficial ownership report for Erica Ellen Smith"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

beneficial ownership financial

"initial beneficial ownership report for Erica Ellen Smith"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

Who is the reporting person in Klaviyo (KVYO)'s latest Form 3?

The reporting person is Erica Ellen Smith, who is listed as the Chief Financial Officer of Klaviyo, Inc. The Form 3 identifies her status as an officer and provides an initial statement of beneficial ownership information.

Does the Form 3 for KVYO report any stock transactions by Erica Ellen Smith?

No. The Form 3 for Klaviyo, Inc. shows no reported transactions, with buyCount, sellCount, acquireCount, and disposeCount all at zero in the transaction summary section.

Are any holdings disclosed for Erica Ellen Smith in KVYO on this Form 3?

No. The filing’s transaction summary indicates holdingEntries: 0 and an empty derivativeSummary, meaning no specific holdings or derivative positions are detailed in this initial statement.

What is Erica Ellen Smith’s role at Klaviyo (KVYO) according to the Form 3?

Erica Ellen Smith is identified as an officer of Klaviyo, Inc. with the title Chief Financial Officer. She is not listed as a director or ten percent owner in this filing.

What additional document is referenced in KVYO’s Form 3 for Erica Ellen Smith?

The remarks section states: “Exhibit 24 - Power of Attorney attached”, indicating that a Power of Attorney authorizing the filing is included as an exhibit to the Form 3.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Understanding Insider Trading Forms →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 09/01/2026 - 09:09 PM EDT Accepted by SEC EDGAR 09/01/2026 - 09:08 PM EDT Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Smith Erica Ellen

(Last) (First) (Middle)

C/O KLAVIYO, INC.

125 SUMMER STREET, 6TH FLOOR

(Street)

BOSTON MASSACHUSETTS 02110

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
09/01/2026

3. Issuer Name and Ticker or Trading Symbol
Klaviyo, Inc. [ KVYO ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

Exhibit 24 - Power of Attorney attached

No securities are beneficially owned.

	/s/ Landon Edmond, Attorney-in-Fact	09/01/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)