KVYO CEO converts Series B and sells 163,331 Series A shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Klaviyo (KVYO) CEO, director, and 10% owner Andrew P. Bialecki reported a planned trade under a Rule 10b5-1 plan. On 10/14/2025, he converted 163,331 shares of Series B Common Stock into Series A Common Stock, then sold 163,331 Series A shares at a weighted average price of $24.37, with trades ranging from $23.67 to $24.655.
Following the transaction, his directly held Series A balance was 0 shares. He reports continuing direct ownership of Series B Common Stock convertible into 74,133,406 shares of Series A. He also reports indirect holdings of Series B convertible into 7,517,410, 517,006, 517,006, and 43,218 Series A shares via family trusts and spouse, as disclosed.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 163,331 shares ($3,980,376)
Net Sell
7 txns
Insider
Bialecki Andrew
Role
Chief Executive Officer
Sold
163,331 shs ($3.98M)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Conversion | Series B Common Stock | 163,331 | $0.00 | -- |
| Conversion | Series A Common Stock | 163,331 | $0.00 | -- |
| Sale | Series A Common Stock | 163,331 | $24.37 | $3.98M |
| holding | Series B Common Stock | -- | -- | -- |
| holding | Series B Common Stock | -- | -- | -- |
| holding | Series B Common Stock | -- | -- | -- |
| holding | Series B Common Stock | -- | -- | -- |
Holdings After Transaction:
Series B Common Stock — 74,133,406 shares (Direct);
Series A Common Stock — 163,331 shares (Direct);
Series B Common Stock — 7,517,410 shares (Indirect, By The Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023)
Footnotes (1)
- These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.67 to $24.655 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. Shares held by the Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023, of which the Reporting Person serves as trustee. 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 held by the Elizabeth L. Bialecki Irrevocable GST Trust of 2023, of which the Reporting Person serves as a trustee. 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 held by the Andrew P. Bialecki Irrevocable GST Trust of 2023, of which the Reporting Person's spouse serves as a trustee. 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.
FAQ
What did KVYO’s CEO report on Form 4?
Andrew P. Bialecki converted 163,331 Series B into Series A and sold 163,331 Series A shares on 10/14/2025.
Was the KVYO trade under a 10b5-1 plan?
Yes. The trade was pursuant to a Rule 10b5-1 trading plan adopted on May 20, 2025.
What are the CEO’s remaining KVYO holdings via Series B?
Direct Series B holdings are convertible into 74,133,406 Series A shares; additional indirect Series B holdings are convertible into 7,517,410, 517,006, 517,006, and 43,218 Series A shares.
What roles does the reporting person hold at KVYO?
He is listed as Chief Executive Officer, Director, and 10% Owner.