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.
Positive
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Negative
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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
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.
