Klaviyo director Roxanne Oulman sells 13,989 shares

Oulman's reported direct position after the sale included 8,532 shares and 14,822 unvested restricted stock units.

Available on EDGAR 11/09/2026 - 04:29 PM EST Accepted by SEC EDGAR 11/09/2026 - 04:29 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Klaviyo, Inc. director Roxanne Oulman sold 13,989 shares of Series A Common Stock on November 6, 2026, at a weighted-average $20.36 per share under a Rule 10b5-1 plan adopted June 11, 2026. Her reported direct position afterward was 23,354 shares, including 8,532 shares and 14,822 unvested restricted stock units. Separately, 12,881 shares moved from the Roxanne Oulman 2025 GRAT to The Grant Oulman & Roxanne Oulman Revocable Living Trust; afterward, the GRAT held 3,894 shares and the trust held 12,881.

Insider Trade Summary 10b5-1

Net Seller: 13,989 shares

Net Sell 1 txn

Insider Oulman Roxanne

Role Director

Sold 13,989 shs ($285K)

Type	Security	Shares	Price	Value
Sale	Series A Common Stock F4, F5, F6	13,989	$20.36	$285K
Holding	Series A Common Stock F1, F2	--	--	--
Holding	Series A Common Stock F1, F3	--	--	--

Holdings After Transaction: Series A Common Stock — 23,354 shares (Direct); Series A Common Stock — 12,881 shares (Indirect, By The Grant Oulman & Roxanne Oulman Revocable Living Trust); Series A Common Stock — 3,894 shares (Indirect, By Roxanne Oulman 2025 GRAT)

Footnotes (6)

1. F1. Reflects the transfer of 12,881 shares of Series A Common Stock, par value $0.001 per share ("Series A Common Stock") from the Roxanne Oulman 2025 GRAT to The Grant Oulman & Roxanne Oulman Revocable Living Trust, of which the Reporting Person serves as a co-trustee, in accordance with the exemption afforded by Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Following the transfer, 12,881 shares of Series A Common Stock are held by The Grant Oulman & Roxanne Oulman Revocable Living Trust and 3,894 shares of Series A Common Stock are held by the Roxanne Oulman 2025 GRAT.
2. F2. Shares held by The Grant Oulman & Roxanne Oulman Revocable Living Trust, of which the Reporting Person serves as a co-trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed to be an admission that she has beneficial ownership of such shares for Section 16 or any other purpose.
3. F3. Shares held by the Roxanne Oulman 2025 GRAT, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed to be an admission that she has beneficial ownership of such shares for Section 16 or any other purpose.
4. F4. These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026.
5. F5. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $20.32 to $20.40 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
6. F6. Consists of (i) 8,532 shares of the Issuer's Series A Common Stock, and (ii) 14,822 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.

Key Figures

Series A Common Stock sold: 13,989 shares Weighted average sale price: $20.36 per share Sale price range: $20.32 to $20.40 per share +5 more

8 metrics

Series A Common Stock sold 13,989 shares Sale on November 6, 2026

Weighted average sale price $20.36 per share Sale on November 6, 2026

Sale price range $20.32 to $20.40 per share Prices in the multiple sale transactions

Reported direct position after sale 23,354 shares Includes 8,532 shares and 14,822 unvested restricted stock units

Shares held by revocable living trust 12,881 shares After transfer from the Roxanne Oulman 2025 GRAT

Shares held by Roxanne Oulman 2025 GRAT 3,894 shares After transfer of 12,881 shares to the revocable living trust

Shares included in reported direct position 8,532 shares Series A Common Stock after the sale

Unvested restricted stock units 14,822 units Each represents the contingent right to receive one share upon vesting and settlement

Key Terms

Rule 10b5-1 trading plan, weighted average price, unvested restricted stock units, pecuniary interest

4 terms

Rule 10b5-1 trading plan regulatory

"pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person"

A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.

weighted average price financial

"The price reported in Column 4 is a weighted average price"

Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.

unvested restricted stock units financial

"14,822 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan"

pecuniary interest financial

"except to the extent of her pecuniary interest therein, if any"

FAQ

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

How many shares did KVYO director Roxanne Oulman sell, and at what price?

Roxanne Oulman sold 13,989 shares of Klaviyo Series A Common Stock on November 6, 2026, at a weighted average of $20.36 per share. The shares were sold in multiple transactions at prices ranging from $20.32 to $20.40 per share under a Rule 10b5-1 plan adopted June 11, 2026.

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

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SEC Form 4

FORM 4

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

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

X

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Oulman Roxanne

(Last) (First) (Middle)

C/O KLAVIYO, INC.

125 SUMMER STREET, 6TH FLOOR

(Street)

BOSTON MASSACHUSETTS 02110

(City) (State) (Zip)

UNITED STATES

(Country)

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

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

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
11/06/2026

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

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

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

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Series A Common Stock								12,881(1)	I	By The Grant Oulman & Roxanne Oulman Revocable Living Trust(2)
Series A Common Stock								3,894(1)	I	By Roxanne Oulman 2025 GRAT(3)
Series A Common Stock	11/06/2026		S(4)		13,989	D	$20.36(5)	23,354(6)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Reflects the transfer of 12,881 shares of Series A Common Stock, par value $0.001 per share ("Series A Common Stock") from the Roxanne Oulman 2025 GRAT to The Grant Oulman & Roxanne Oulman Revocable Living Trust, of which the Reporting Person serves as a co-trustee, in accordance with the exemption afforded by Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Following the transfer, 12,881 shares of Series A Common Stock are held by The Grant Oulman & Roxanne Oulman Revocable Living Trust and 3,894 shares of Series A Common Stock are held by the Roxanne Oulman 2025 GRAT.

2. Shares held by The Grant Oulman & Roxanne Oulman Revocable Living Trust, of which the Reporting Person serves as a co-trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed to be an admission that she has beneficial ownership of such shares for Section 16 or any other purpose.

3. Shares held by the Roxanne Oulman 2025 GRAT, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed to be an admission that she has beneficial ownership of such shares for Section 16 or any other purpose.

4. These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026.

5. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $20.32 to $20.40 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

6. Consists of (i) 8,532 shares of the Issuer's Series A Common Stock, and (ii) 14,822 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.

Remarks:

	/s/ Landon Edmond, Attorney-in-Fact	11/09/2026
	** 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 4 (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 4: SEC 1474 (03-26)