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Klaviyo director reports 1,300-share sale under plan

A Klaviyo director and 10% owner reported transactions at a $17.02 weighted-average price, with trades ranging from $17.00 to $17.03.

(Neutral)
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Form Type
4

Rhea-AI Filing Summary

Klaviyo, Inc. director and 10% owner Ed Hallen reported sales of Series A Common Stock held by Hodgkins Trust and Hodgkins LLC on September 24, 2026. Hodgkins Trust sold 500 shares and Hodgkins LLC sold 800 shares, each at a weighted-average price of $17.02 per share. The transactions were made under a Rule 10b5-1 trading plan adopted on June 1, 2026. Following the transactions, Hodgkins Trust held 93,957 shares and Hodgkins LLC held 446,946 shares. Individual sale prices ranged from $17.00 to $17.03 per share.

Positive

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Negative

  • None.
Insider Hallen Ed
Role Director, 10% Owner
Sold 1,300 shs ($22K)
Type Security Shares Price Value
Sale Series A Common Stock F1, F2, F3 500 $17.02 $9K
Sale Series A Common Stock F1, F2, F4 800 $17.02 $14K
Holdings After Transaction: Series A Common Stock — 93,957 shares (Indirect, By Hodgkins Trust); Series A Common Stock — 446,946 shares (Indirect, By Hodgkins LLC)
Footnotes (4)
  1. F1. These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026.
  2. F2. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.00 to $17.03 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.
  3. F3. Shares are owned directly by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose.
  4. F4. Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose.
Shares sold by Hodgkins Trust 500 shares September 24, 2026
Shares sold by Hodgkins LLC 800 shares September 24, 2026
Weighted-average sale price $17.02 per share September 24, 2026; individual sale prices ranged from $17.00 to $17.03 per share
Shares held by Hodgkins Trust after the transaction 93,957 shares Following the September 24, 2026 transaction
Shares held by Hodgkins LLC after the transaction 446,946 shares Following the September 24, 2026 transaction
Individual sale price range $17.00 to $17.03 per share Multiple transactions on September 24, 2026
Rule 10b5-1 trading plan regulatory
"pursuant to a Rule 10b5-1 trading plan"
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.
Section 16 beneficial ownership regulatory
"disclaims Section 16 beneficial ownership"
pecuniary interest financial
"except to the extent of his pecuniary interest therein"

FAQ

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

How many KVYO shares were sold, and at what price?

Hodgkins Trust sold 500 shares and Hodgkins LLC sold 800 shares on September 24, 2026, each at a weighted-average price of $17.02 per share. Individual trades ranged from $17.00 to $17.03 per share.

How many KVYO shares did Hodgkins Trust and Hodgkins LLC hold after the transactions?

Following the transactions, Hodgkins Trust held 93,957 shares and Hodgkins LLC held 446,946 shares.

Were the KVYO transactions made under a Rule 10b5-1 plan?

Yes. The transactions were made under a Rule 10b5-1 trading plan adopted by reporting person Ed Hallen on June 1, 2026.

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

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SEC Form 4
FORM 4UNITED 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*
Hallen Ed

(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)
XDirectorX10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/24/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Series A Common Stock09/24/2026S(1)500D$17.02(2)93,957IBy Hodgkins Trust(3)
Series A Common Stock09/24/2026S(1)800D$17.02(2)446,946IBy Hodgkins LLC(4)
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026.
2. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.00 to $17.03 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.
3. Shares are owned directly by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose.
4. Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose.
Remarks:
/s/ Landon Edmond, Attorney-in-Fact09/25/2026
** Signature of Reporting PersonDate
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)

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