Klaviyo director Ed Hallen reports sales at $17.40

The reported sales were made under a plan adopted June 1, 2026, and the LLC made a separate gift to a donor-advised fund the next day.

Rhea-AI Filing Summary

Klaviyo, Inc. director and ten percent owner Ed Hallen reported indirect share transactions through Hodgkins Trust and Hodgkins LLC. On October 7, 2026, the Trust sold 38,667 shares at a $17.40 weighted average price per share, with trades ranging from $17.03 to $17.63; the LLC sold 58,815 shares at a $17.40 weighted average price per share, with trades ranging from $17.00 to $17.63. Both sales were pursuant to a Rule 10b5-1 trading plan adopted June 1, 2026. The Trust reported 55,290 shares after its sale. On October 8, the LLC made a bona fide gift of 17,885 shares to a donor-advised fund pursuant to the plan. Hallen disclaimed beneficial ownership of the shares except to the extent of any pecuniary interest.

Insider Trade Summary 10b5-1

Net Seller: 97,482 shares

Net Sell 3 txns

Insider Hallen Ed

Role Director, 10% Owner

Sold 97,482 shs ($1.70M)

Type	Security	Shares	Price	Value
Gift	Series A Common Stock F6, F5	17,885	$0.00	$0.00
Sale	Series A Common Stock F1, F2, F3	38,667	$17.40	$673K
Sale	Series A Common Stock F1, F4, F5	58,815	$17.40	$1.02M

Holdings After Transaction: Series A Common Stock — 55,290 shares (Indirect, By Hodgkins Trust); Series A Common Stock — 370,246 shares (Indirect, By Hodgkins LLC)

Footnotes (6)

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 $17.03 to $17.63 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. 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 $17.63 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.
5. F5. 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.
6. F6. Represents a bona fide gift of 17,885 shares of stock from Hodgkins LLC, of which Reporting Person serves as manager, to a donor-advised fund pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026.

Key Figures

Shares sold by Hodgkins Trust: 38,667 shares Weighted average sale price for Hodgkins Trust: $17.40 per share Shares sold by Hodgkins LLC: 58,815 shares +3 more

6 metrics

Shares sold by Hodgkins Trust 38,667 shares October 7, 2026

Weighted average sale price for Hodgkins Trust $17.40 per share October 7, 2026; trades ranged from $17.03 to $17.63 per share

Shares sold by Hodgkins LLC 58,815 shares October 7, 2026

Weighted average sale price for Hodgkins LLC $17.40 per share October 7, 2026; trades ranged from $17.00 to $17.63 per share

Hodgkins Trust shares following sale 55,290 shares After the October 7, 2026 sale

Shares gifted by Hodgkins LLC 17,885 shares October 8, 2026

Key Terms

Rule 10b5-1 trading plan, weighted average price, donor-advised fund, pecuniary interest

4 terms

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.

donor-advised fund financial

"to a donor-advised fund"

A donor-advised fund is a charitable giving account that lets an individual or family deposit cash, stock, or other assets now, get an immediate tax benefit, and then recommend grants to charities over time. Think of it like a private charitable bucket you control without running a charity yourself; investors care because it’s a tax-efficient way to give appreciated securities, can change when and how donated shares enter the market, and affects personal and corporate tax planning.

pecuniary interest regulatory

"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 did the entities sell, and at what price?

On October 7, 2026, Hodgkins Trust sold 38,667 shares and Hodgkins LLC sold 58,815 shares, each at a $17.40 weighted average price per share. Trust trades ranged from $17.03 to $17.63 per share, and LLC trades ranged from $17.00 to $17.63 per share. Both sales were pursuant to a Rule 10b5-1 trading plan adopted June 1, 2026.

What happened to KVYO shares on October 8, 2026?

Hodgkins LLC made a bona fide gift of 17,885 shares of Series A Common Stock to a donor-advised fund. The gift was made pursuant to a Rule 10b5-1 trading plan adopted June 1, 2026.

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

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Available on EDGAR 10/09/2026 - 04:31 PM EDT Accepted by SEC EDGAR 10/09/2026 - 04:30 PM EDT Learn about SEC filing dates

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^*

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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
10/07/2026

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	10/07/2026		S(1)		38,667	D	$17.4(2)	55,290	I	By Hodgkins Trust(3)
Series A Common Stock	10/07/2026		S(1)		58,815	D	$17.4(4)	388,131	I	By Hodgkins LLC(5)
Series A Common Stock	10/08/2026		G(6)		17,885	D	$0	370,246	I	By Hodgkins LLC(5)

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. 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 $17.03 to $17.63 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. 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 $17.63 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.

5. 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.

6. Represents a bona fide gift of 17,885 shares of stock from Hodgkins LLC, of which Reporting Person serves as manager, to a donor-advised fund pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026.

Remarks:

	/s/ Landon Edmond, Attorney-in-Fact	10/09/2026
	** 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)