Every Form 4 that Klaviyo, Inc. (KVYO) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow KVYO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KVYO filings page.
Klaviyo, Inc. (KVYO) insider Ed Hallen, a director and more than 10% owner, reported indirect dispositions of Series A Common Stock on August 31, 2026, under a Rule 10b5-1 trading plan adopted on June 1, 2026. Entities associated with Hallen sold 98,782 shares in open-market or private transactions at weighted-average prices around $20.47–$20.49 per share and made a bona fide gift of 17,885 shares to a donor-advised fund. After these trades, Hodgkins Trust held 94,457 shares for Hallen’s benefit. The shares are held by Hodgkins Trust and Hodgkins LLC, and Hallen disclaims Section 16 beneficial ownership except to the extent of any pecuniary interest.
Klaviyo, Inc. (KVYO) reported that Chief Legal Officer Edmond Landon sold shares of the company’s Series A Common Stock in two open-market transactions made under Rule 10b5-1 trading plans. On August 28, 2026, Landon sold 53,473 shares at a weighted average price of $20.01 per share, with individual trades ranging from $20.00 to $20.15 per share, pursuant to a trading plan adopted on August 21, 2025. On August 31, 2026, he sold an additional 8,103 shares at a weighted average price of $20.44 per share, with trades ranging from $19.95 to $20.77 per share, under a trading plan adopted on June 1, 2026.
After these transactions, Landon’s reported position consists of 50,886 shares of Series A Common Stock, 297,110 unvested restricted stock units and 129,870 unvested performance stock units, each RSU or PSU representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.
For Klaviyo, Inc. (KVYO), Shopify Strategic Holdings 3 LLC, a wholly owned subsidiary of Shopify Inc., reported exercising warrants to purchase 344,383 shares of Series B Common Stock at an exercise price of $0.01 per share, disposing of the corresponding warrant position. Following the exercise, this entity holds 1,377,529 warrants to purchase Series B Common Stock and 17,317,491 shares of Series B Common Stock directly. Shopify Inc. is disclosed as an indirect beneficial owner of these securities and disclaims beneficial ownership except to the extent of its pecuniary interest.
Klaviyo, Inc. (KVYO) director and Co-Chief Executive Officer Luciano Fernandez Gomez reported equity movements tied to RSU vesting. He converted 7,001 shares of Series B Common Stock into Series A Common Stock and, at a price reference of $18.49 per share, had 29,133 Series A shares withheld to satisfy tax withholding obligations. Following these events, he holds 48,999 Series B shares, plus interests in 287,984 Series A shares, 820,351 unvested RSUs, and 1,193,238 unvested performance stock units, each RSU or PSU representing a contingent right to one Series A share upon vesting and settlement.
Klaviyo, Inc. (KVYO) reported that Chief Legal Officer Edmond Landon had 22,342 shares of Series A Common Stock withheld on August 15, 2026 to satisfy tax withholding obligations related to vesting restricted stock units. After this tax-withholding disposition, he holds 539,442 equity-linked interests, consisting of 112,462 shares, 297,110 unvested RSUs, and 129,870 unvested performance stock units.
Klaviyo, Inc. (KVYO) reported that Chief People Officer Galvin Carmel had 30,541 shares of Series A Common Stock withheld at $18.49 per share to satisfy tax withholding obligations upon vesting of restricted stock units. Following this tax-withholding disposition, Carmel holds 907,458 equity-linked interests, consisting of 195,731 shares, 549,390 unvested RSUs, and 162,337 unvested performance stock units.
Klaviyo, Inc. (KVYO) reported insider transactions by its Chief Financial Officer, Amanda Whalen, involving the company’s Series A Common Stock. On August 14, 2026, Whalen sold 14,000 shares in open-market transactions at a weighted average price of $18.47 per share, under a Rule 10b5-1 trading plan adopted on August 21, 2025. On August 15, 2026, 28,950 shares were withheld by Klaviyo to satisfy tax withholding obligations related to vesting RSUs. After these events, Whalen’s equity position consists of 89,917 shares of Series A Common Stock, 478,053 unvested RSUs, and 227,272 unvested performance stock units, each unit representing the contingent right to receive one share upon vesting and settlement.
Summit-affiliated funds reported a sequence of transactions in Klaviyo, Inc. on 2026-08-11. They converted 5,000,000 shares of Series B Common Stock into 5,000,000 shares of Series A Common Stock, then sold 5,000,000 Series A shares at $17.71 per share in a sale reported as an open-market or private transaction. Following these transactions, the funds collectively held 13,852,778 shares of Series B Common Stock indirectly through multiple Summit entities, with voting and investment authority delegated to Summit Partners, L.P. and subject to footnoted beneficial-ownership disclaimers.
Klaviyo, Inc. director Roxanne Oulman reported a class-for-class conversion on July 22, 2026, in which the Roxanne Oulman 2025 GRAT converted 16,775 shares of Series B Common Stock into the same number of Series A shares. After this, the GRAT indirectly holds 29,891 Series B and 16,775 Series A shares. Oulman also reports direct positions of 15,165 Series B and Series A-related holdings totaling 37,343 shares/units, consisting of 22,521 Series A shares and 14,822 unvested restricted stock units. She disclaims beneficial ownership of the GRAT-held shares except to the extent of any pecuniary interest.
Klaviyo, Inc. Chief Financial Officer Amanda Whalen reported selling 14,000 shares of Series A Common Stock on July 16, 2026 at a weighted average price of $17.75 per share (range $17.43 to $18.05) pursuant to a Rule 10b5-1 trading plan adopted on August 21, 2025. Following the sale, she holds 59,302 shares of Series A Common Stock, plus 551,618 unvested RSUs and 227,272 unvested PSUs, totaling 838,192 equity-linked interests.
Klaviyo, Inc. Chief Financial Officer Amanda Whalen reported an open‑market sale of 14,000 shares of Series A Common Stock on June 18, 2026 at a weighted average price of $13.23 per share. The sale was made under a Rule 10b5‑1 trading plan adopted on August 21, 2025, indicating it was pre‑scheduled. Following this transaction, she holds a total of 852,192 equity-linked interests, including 73,302 shares of Series A Common Stock, 551,618 unvested restricted stock units, and 227,272 unvested performance stock units.
Klaviyo, Inc. director Roxanne Oulman reported equity awards and a share conversion. She received 14,822 restricted stock units (RSUs) of Series A Common Stock, which vest in full on the earlier of June 9, 2027 or the company’s next annual shareholder meeting, subject to continued board service.
She also converted 8,169 shares of Series B Common Stock into 8,169 shares of Series A Common Stock. After these transactions, she holds 37,343 Series A shares directly, consisting of 22,521 shares and 14,822 unvested RSUs, plus 46,666 Series B shares held indirectly through the Roxanne Oulman 2025 GRAT, where she serves as trustee and disclaims beneficial ownership beyond any pecuniary interest.
St. Ledger Susan reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. director Susan St. Ledger received a grant of 14,822 restricted stock units (RSUs) of Series A Common Stock on June 9, 2026 under the 2023 Stock Option and Incentive Plan. The RSUs vest in full on June 9, 2027 or the next annual meeting, subject to continued board service. After this grant, she holds 25,761 Series A Common Stock shares and RSUs in total, including 10,939 shares and 14,822 unvested RSUs.
Ceran Jennifer reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. director Jennifer Ceran received a grant of 14,822 restricted stock units, each tied to one share of Series A Common Stock, at no cash cost per unit. These RSUs vest in full on the earlier of June 9, 2027 or Klaviyo’s next annual shareholder meeting, contingent on her continued board service. Following this award, Ceran’s stake comprises 30,691 shares of Series A Common Stock and 14,822 unvested RSUs, totaling 45,513 shares and share-equivalents.
Weisman Tony reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. director Tony Weisman reported a compensation-related equity award rather than an open-market trade. He received 14,822 restricted stock units (RSUs) of Series A Common Stock, which vest in full on the earlier of June 9, 2027 or the company’s next annual stockholder meeting, subject to his continued board service. Following this award, he holds 104,174 Series A Common Stock and RSUs directly and 20,833 shares indirectly through a trust.
Klaviyo director and Co‑Chief Executive Officer Luciano Fernandez Gomez reported a tax-related share disposition. On the vesting of restricted stock units, 1,746 shares of Series A Common Stock were withheld by Klaviyo at $14.78 per share to satisfy tax obligations.
After this withholding, Fernandez Gomez directly holds 2,323,705 shares, including unvested RSUs and performance stock units that each may convert into one share upon future vesting and settlement.
Klaviyo, Inc. Co-CEO Andrew Bialecki reported an insider transaction involving a derivative conversion and share sale. On May 26, 2026, he converted 212,529 shares linked to Series B Common Stock into 212,529 shares of Series A Common Stock, then sold 212,529 Series A shares at a weighted average price of $14.61 per share in an open-market transaction.
Following the sale, he continued to hold 66,731,589 shares of Series B Common Stock directly and additional Series B shares indirectly through family trusts and his spouse. The filing states these transactions were carried out under a Rule 10b5-1 trading plan adopted on May 20, 2025, indicating they were pre-scheduled.
Klaviyo, Inc. director Susan St. Ledger reported same-day share sales and conversions involving the company’s dual-class common stock. She sold 9,334 shares of Series A Common Stock in an open-market transaction at $14.27 per share under a pre-arranged Rule 10b5-1 trading plan. On the same date, 9,334 shares of Series B Common Stock were converted into Series A Common Stock. After these transactions, she directly holds 10,939 shares of Series A Common Stock and 50,166 shares of Series B Common Stock, along with 5,820 unvested restricted stock units that can settle into Series A shares.
Klaviyo, Inc. Co-CEO Andrew Bialecki reported an exercise-and-sell transaction involving 200,000 shares. On May 19, 2026, he converted 200,000 shares of Series B Common Stock into Series A Common Stock, then sold 200,000 Series A shares in open-market trades at a weighted average price of $14.88 per share, with individual sales between $14.68 and $15.41 per share.
These trades were executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 20, 2025. After the transactions, Bialecki reports 66,944,118 shares of Series B Common Stock held directly, plus additional Series B shares held indirectly through family trusts and a grantor retained annuity trust, for which he disclaims beneficial ownership except for any pecuniary interest.
Klaviyo, Inc. Chief Legal Officer reports tax withholding share disposition tied to RSU vesting. The company withheld 22,340 shares of Series A Common Stock at $14.38 per share to cover tax obligations from restricted stock units settling. After this non-market transaction, Edmond Landon holds 561,784 shares-based interests, including 93,396 shares of Series A Common Stock, 338,518 unvested RSUs, and 129,870 unvested performance stock units, all linked to Klaviyo’s 2023 Stock Option and Incentive Plan.
Klaviyo, Inc. Co-CEO Luciano Fernandez Gomez reported a tax-related share disposition tied to equity compensation. The company withheld 22,132 shares of Series A Common Stock, valued at $14.38 per share, to cover tax obligations arising from the vesting and settlement of restricted stock units.
After this withholding, Fernandez Gomez holds 2,325,451 Series A equity-linked interests, including 214,892 shares of Series A Common Stock, 917,321 unvested RSUs, and 1,193,238 unvested performance stock units. This Form 4 reflects a routine compensation and tax event rather than an open-market stock sale.
Klaviyo, Inc.'s Chief People Officer, Carmel Galvin, reported a tax-related share disposition. On the transaction date, 30,541 shares of Series A Common Stock were withheld by the company at $14.38 per share to cover tax obligations from vesting restricted stock units.
After this non-market transaction, Galvin holds 937,999 shares-based interests, consisting of 163,109 shares of Series A Common Stock, 612,553 unvested restricted stock units, and 162,337 unvested performance stock units. This filing reflects routine tax withholding tied to equity compensation rather than an open-market sale.
Klaviyo, Inc. Chief Financial Officer Amanda Whalen reported a mix of share sales, tax withholding, and conversions involving the company’s dual-class stock. On May 14, 2026, she sold 14,000 shares of Series A Common Stock in the open market at a weighted-average price of $14.26 per share, with individual trades ranging from $13.88 to $14.45 per share.
On May 14–15, 2026, 27,527 shares of Series B Common Stock were converted into Series A Common Stock, including 13,527 shares converted to cover tax withholding on vesting restricted stock units. The company also withheld 42,476 Series A shares at $14.38 per share to satisfy additional tax obligations. After these transactions, Whalen directly holds 866,192 shares of Series A Common Stock and 269,585 shares of Series B Common Stock, along with substantial unvested RSUs and performance stock units. The filing notes these transactions occurred under a Rule 10b5-1 trading plan adopted on August 21, 2025.
Klaviyo, Inc. co-CEO Andrew Bialecki reported a mix of share conversions and sales. He converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock, then sold 141,316 Series A shares at a weighted average of $14.97 and 58,684 shares at a weighted average of $14.46 in open-market transactions. These trades were executed under a Rule 10b5-1 trading plan adopted on May 20, 2025. Following the derivative conversion, he directly held 67,144,118 shares of Series B Common Stock and had additional indirect interests in shares held by several family trusts and by his spouse, with beneficial ownership of those indirect holdings disclaimed except to the extent of any pecuniary interest.
Shopify Strategic Holdings 3 LLC, a subsidiary of Shopify Inc. and a significant holder of Klaviyo, Inc., exercised derivative positions linked to Klaviyo stock. The entity exercised rights over a total of 688,762 shares through two in-the-money derivative exercises, each involving 344,381 shares. Following these transactions, the filing shows 16,973,108 shares held after one exercise and 1,721,912 derivative warrant shares remaining after the other, indicating a large continuing position in Klaviyo. Shopify Inc. is listed as an indirect beneficial owner and disclaims ownership beyond its economic interest.
Klaviyo, Inc. Chief Legal Officer Edmond Landon reported an open-market sale of 9,623 shares of Series A Common Stock at $20.00 per share. The transaction was executed pursuant to a Rule 10b5-1 trading plan adopted on August 21, 2025.
After this sale, Landon holds equity interests totaling 584,124 units, consisting of 74,332 shares of Series A Common Stock, 379,922 unvested restricted stock units, and 129,870 unvested performance stock units, each unit representing the contingent right to receive one share upon vesting and settlement.
Edmond Landon reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. reported that Chief Legal Officer Edmond Landon received equity awards of Series A Common Stock in the form of restricted and performance stock units. He was granted 151,515 restricted stock units (RSUs) and 129,870 performance stock units (PSUs), each settling into one share upon vesting.
The RSUs vest over quarterly installments, with 50% vesting in eight equal quarterly tranches starting on May 15, 2026 and the remaining 50% vesting in four quarterly installments afterward, subject to continued service. The PSUs can vest in up to three tranches over a two-year measurement period if specified stock price targets are met.
Those PSU tranches require the average closing price of Klaviyo’s Series A Common Stock to reach $30.00, $50.00, and $75.00 per share, each sustained for at least sixty consecutive calendar days, and also depend on Landon’s continued service. After these grants, his holdings consist of 83,955 shares of Series A Common Stock, 379,922 unvested RSUs, and 129,870 unvested PSUs.
Galvin Carmel reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. reported that Chief People Officer Carmel Galvin received equity awards in the form of Series A Common Stock. Galvin was granted 189,393 restricted stock units (RSUs) and 162,337 performance stock units (PSUs) under the company’s 2023 Stock Option and Incentive Plan.
Each RSU and PSU represents the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Fifty percent of the RSUs vest in eight equal quarterly installments starting on May 15, 2026, with the remaining 50% vesting in four additional quarterly installments, subject to continued service.
The PSUs can vest in up to three tranches over a two-year measurement period if specified stock price and service conditions are met. Tranche stock price targets are $30.00, $50.00, and $75.00 per share, based on an average closing price over at least sixty consecutive calendar days. Following these grants, Galvin’s holdings consist of 130,487 shares of Series A Common Stock, 675,716 unvested RSUs, and 162,337 unvested PSUs.
Klaviyo, Inc. Chief Financial Officer Amanda Whalen reported multiple equity transactions involving Series A and Series B Common Stock. On April 15, 2026, she received 265,151 restricted stock units and 227,272 performance stock units, both granted at no cash cost as equity compensation.
The RSUs vest quarterly over time, while the PSUs can vest in up to three tranches over two years if Klaviyo’s Series A stock sustains average closing prices of $30.00, $50.00, and $75.00 per share for at least sixty consecutive days per tranche. On April 16, 2026, Whalen converted 4,293 shares of Series B into Series A and sold 14,000 Series A shares at a weighted average price of $18.54 per share under a pre-arranged Rule 10b5-1 trading plan, leaving her with 895,141 Series A shares and 297,112 Series B shares held directly.
Klaviyo, Inc. director and Co-CEO Andrew Bialecki converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock and sold all of the resulting Series A shares in open-market transactions on April 14, 2026.
The sales, executed at weighted average prices around $17 per share, were carried out under a pre-arranged Rule 10b5-1 trading plan. Following these transactions, Bialecki holds 67,344,118 shares of Series B Common Stock directly and has additional indirect interests through several 2023 trusts and shares held by his spouse.
Klaviyo, Inc. co‑CEO Andrew Bialecki converted and sold shares under a pre‑planned trading arrangement. On April 7, 2026, he converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock, then sold those 200,000 Series A shares in open‑market transactions at a weighted‑average price of $18.63 per share pursuant to a Rule 10b5‑1 trading plan adopted on May 20, 2025. Following the conversion, he held 67,544,118 shares of Series B Common Stock directly. Additional Series B shares are held indirectly through several 2023 trusts and by his spouse, for which he disclaims beneficial ownership except to any pecuniary interest.
Klaviyo, Inc. Co-Chief Executive Officer Andrew Bialecki reported a planned conversion-and-sale of company stock. He converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock and sold all 200,000 Series A shares in an open‑market transaction at a weighted average price of $19.42 per share, with individual trades ranging from $18.85 to $19.75. These trades were executed under a pre‑arranged Rule 10b5-1 trading plan adopted on May 20, 2025, indicating they were scheduled in advance.
Following the transactions, Bialecki holds 67,744,118 shares of Series B Common Stock directly. The filing also shows substantial additional Series B holdings held indirectly through several 2023 trusts and by his spouse, where he disclaims Section 16 beneficial ownership except for any pecuniary interest.
Klaviyo, Inc. co-CEO Andrew Bialecki executed a planned option conversion and share sale. He converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock at a conversion price of $0.0000 per share, then sold all 200,000 Series A shares at a weighted average price of $18.17 per share in open-market transactions.
These trades were made under a Rule 10b5-1 trading plan adopted on May 20, 2025. Following the transactions, he holds 67,944,118 shares of Series B Common Stock directly and additional indirect interests through 2023 trusts and shares held by his spouse, each tied to Series B that is convertible 1-for-1 into Series A with no expiration.
Klaviyo, Inc. director and Co‑Chief Executive Officer Andrew Bialecki reported a pre‑planned conversion and sale of shares. On March 17, 2026, he converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock, then sold all 200,000 Series A shares in open‑market transactions.
The sales were executed at weighted average prices of $19.60 and $19.15 per share under a Rule 10b5‑1 trading plan adopted on May 20, 2025. Following these transactions, he continued to hold a substantial direct position in Series B Common Stock and indirect interests through several trusts and a spouse account holding Series B linked to Series A shares.
Klaviyo, Inc.'s Chief Legal Officer Edmond Landon sold 14,366 shares of Series A Common Stock in an open-market transaction. The sale on March 12, 2026 was at a weighted-average price of $20.15 per share, with individual trade prices ranging from $20.00 to $20.45.
These transactions were made under a pre-arranged Rule 10b5-1 trading plan adopted on August 21, 2025. After the sale, Landon holds 312,362 equity-based interests, consisting of 83,955 shares of Series A Common Stock and 228,407 unvested restricted stock units that each represent the right to receive one share upon vesting and settlement.
Klaviyo, Inc. Chief Financial Officer Amanda Whalen sold 14,000 shares of Series A Common Stock in open-market transactions. The sales on March 12, 2026 were completed in two tranches: 8,923 shares at a weighted average price of $19.72 per share and 5,077 shares at a weighted average price of $19.34 per share.
These transactions were executed under a pre-arranged Rule 10b5-1 trading plan adopted on August 21, 2025. After the sales, Whalen held a total of 412,425 equity interests, consisting of 52,394 shares of Series A Common Stock and 360,031 unvested restricted stock units, each RSU representing the right to receive one share upon vesting and settlement.
Klaviyo, Inc. co-CEO Andrew Bialecki converted 206,827 shares of Series B Common Stock into Series A Common Stock and then sold 206,827 Series A shares in open-market transactions around $19.96 and $19.34 per share under a pre-arranged Rule 10b5-1 trading plan. After these trades, he reports 68,344,118 Series B shares held directly and maintains additional indirect interests in shares held by several 2023 trusts and by his spouse, for which he disclaims beneficial ownership except for any pecuniary interest.
Klaviyo, Inc. Chief Legal Officer Edmond Landon sold 15,093 shares of Series A Common Stock in an open-market transaction. The weighted average sale price was $20.16 per share, with individual trades ranging from $20.00 to $20.63 per share.
The sale was made under a pre-arranged Rule 10b5-1 trading plan adopted on August 21, 2025. After this transaction, Landon’s holdings consist of 98,321 shares of Series A Common Stock and 228,407 unvested restricted stock units, each RSU representing a right to receive one share upon vesting and settlement.
Klaviyo, Inc. director and Co-CEO Andrew Bialecki reported derivative conversions and share sales. On March 3, 2026, he converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock at a stated price of $0.0000 per share.
On the same date, he sold a total of 200,000 Series A Common shares in open-market transactions, including 154,022 shares at a weighted average price of $18.86 (with individual trades between $18.22 and $19.21) and 45,978 shares at a weighted average price of $17.90 (with trades between $17.52 and $18.21), pursuant to a Rule 10b5-1 trading plan adopted on May 20, 2025.
After these transactions, he directly held 68,550,945 Series B shares and no Series A shares. Additional Series B shares are reported as held indirectly by the Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023 (7,517,410 shares), the Elizabeth L. Bialecki Irrevocable GST Trust of 2023 (517,006 shares), the Andrew P. Bialecki Irrevocable GST Trust of 2023 (517,006 shares), and his spouse (43,218 shares), with the filing stating that he disclaims Section 16 beneficial ownership of the trust-held shares except to the extent of any pecuniary interest.
Klaviyo, Inc.'s Chief Legal Officer Edmond Landon reported RSU-related share activity in Series A and Series B Common Stock. On February 15 and 17, 2026, he converted a total of 22,500 shares of Series B Common Stock into an equal number of Series A shares in connection with RSU vesting.
In a separate transaction on February 15, 2026, 24,561 Series A shares were withheld at $18.60 per share to cover tax obligations tied to these RSUs, rather than being sold on the open market. Following these transactions, his holdings consist of 113,414 Series A shares and 228,407 unvested RSUs, each RSU representing a right to receive one Series A share upon vesting.
Klaviyo, Inc. Chief People Officer Galvin Carmel reported a tax-withholding share disposition related to equity compensation. On the transaction date, 23,050 shares of Series A Common Stock were withheld by Klaviyo at $18.60 per share to satisfy tax obligations from vesting restricted stock units. After this withholding, Carmel’s direct interest consists of 130,487 shares of Series A Common Stock and 486,323 unvested RSUs, each RSU representing the right to receive one share of Series A Common Stock upon vesting and settlement, for a total of 616,810 shares and RSUs reported.
Klaviyo, Inc. director and Co‑Chief Executive Officer Luciano Fernandez Gomez reported a tax-related share disposition. On the reported date, 23,308 shares of Series A Common Stock were withheld by Klaviyo to cover tax obligations tied to vesting and settlement of restricted stock units, rather than sold in the open market. Following this withholding, his holdings consist of 145,874 shares of Series A Common Stock, plus 1,008,471 unvested RSUs and 1,193,238 unvested performance stock units, each representing the right to receive one share upon vesting and settlement.
Klaviyo, Inc.’s Chief Financial Officer Amanda Whalen reported a mix of share conversions, sales, and tax-related dispositions in company stock. On February 13, she converted 14,000 Series B Common shares into Series A Common and sold 9,281 Series A shares at a weighted average price of $19.01, plus 4,719 shares at a weighted average of $18.63, with actual sale prices ranging from $18.52 to $19.75 per share.
On February 15, she converted an additional 29,513 Series B shares into Series A in connection with tax withholding on vested RSUs and had 45,307 Series A shares withheld to cover tax obligations. After these transactions, she held 426,425 shares of Series A Common Stock and 301,405 shares of Series B Common Stock, along with unvested RSUs, all under pre-arranged Rule 10b5-1 trading and equity plans.
Klaviyo, Inc. director Jennifer Ceran reported an open-market purchase of Series A Common Stock. On February 12, 2026, she bought 16,339 shares of Klaviyo’s Series A Common Stock at a weighted average price of $18.38 per share, through multiple trades between $18.36 and $18.38.
After this purchase, she beneficially owned 30,691 securities, consisting of 24,871 shares of Series A Common Stock and 5,820 unvested restricted stock units granted under Klaviyo’s 2023 Stock Option and Incentive Plan, each RSU representing the right to receive one share upon vesting and settlement.
Shopify Strategic Holdings 3 LLC, a wholly owned subsidiary of Shopify Inc. and a 10% owner of Klaviyo, Inc., reported a derivative transaction involving Klaviyo shares. The Shopify affiliate exercised warrants covering 344,383 shares of Klaviyo’s Series B Common Stock at an exercise price of $0.01 per share.
After this transaction, the Shopify affiliate beneficially owned 2,066,293 warrants to purchase Series B Common Stock and 16,628,727 shares of Series B Common Stock. Each share of Series B is convertible at any time into one share of Klaviyo’s Series A Common Stock and will automatically convert upon certain events described in Klaviyo’s certificate of incorporation.
Klaviyo Co-CEO Andrew Bialecki reported a planned stock sale under a Rule 10b5-1 trading plan. On January 27, 2026, he converted 155,219 shares of Series B Common Stock into 155,219 shares of Series A Common Stock at a conversion price of $0.
He then sold 150,689 Series A shares at a weighted average price of $25.34 and 4,530 Series A shares at a weighted average price of $24.94, leaving no Series A shares held directly afterward. He continues to hold 68,950,945 Series B shares directly, while additional Series B shares are held indirectly through several 2023 trusts and by his spouse, for which he disclaims beneficial ownership except to the extent of any pecuniary interest.
Klaviyo, Inc. insider activity: Co-Chief Executive Officer, director and 10% owner Andrew Bialecki converted 167,926 shares of Series B Common Stock into 167,926 shares of Series A Common Stock on 01/20/2026 at an exercise price of $0 per share. That same day, he sold 167,130 Series A shares at a weighted average price of $24.16 and 796 Series A shares at a weighted average price of $23.29, all pursuant to a Rule 10b5-1 trading plan adopted on May 20, 2025.
Following these transactions, Bialecki directly held 69,106,164 shares of Series B Common Stock, each convertible into one share of Series A Common Stock, and no Series A shares directly. Additional Series B holdings are reported as indirectly owned through several 2023 trusts and by his spouse, with stated disclaimers of beneficial ownership except to the extent of any pecuniary interest.
Klaviyo, Inc. reported that Co-Chief Executive Officer Luciano Fernandez Gomez received new equity awards in the form of Series A Common Stock-based units. On 01/15/2026 he was granted 1,093,801 restricted stock units (RSUs) at $0 per share, which will vest in twelve equal quarterly installments starting on February 15, 2026, as long as he remains co-CEO.
He was also granted 1,193,238 performance stock units (PSUs) at $0 per share. These PSUs can vest in up to four tranches over a five-year period if the stock price closes at or above $40.00, $55.00, $70.00, and $85.00 per share, each for at least sixty consecutive days, and if he continues in his role. After these awards, he beneficially owns 2,370,891 shares and units, including 78,032 shares of Series A Common Stock and unvested RSUs and PSUs.
Klaviyo, Inc.’s Chief Financial Officer Amanda Whalen reported a series of equity transactions in company stock. On January 15, 2026, she converted 4,045 shares of Series B Common Stock into 4,045 shares of Series A Common Stock at no cost, consistent with the Series B shares’ 1‑for‑1 convertibility and lack of expiration.
That same day, she sold 7,826 Series A shares at a weighted average price of $26.08 and 6,174 Series A shares at a weighted average price of $25.52, all under a pre‑arranged Rule 10b5‑1 trading plan adopted on August 21, 2025. Following these transactions, she beneficially owned 42,687 shares of Series A and 399,532 unvested RSUs tied to Series A, as well as 235,543 shares of Series B and 109,375 unvested RSUs tied to Series B.
Klaviyo, Inc. insider Edmond Landon, the Chief Legal Officer, reported planned sales of Series A Common Stock. On January 15, 2026, Landon sold 5,601 shares at a weighted average price of $26.08 and 4,399 shares at a weighted average price of $25.52, in open-market transactions coded as sales.
The filing states these trades were made under a Rule 10b5-1 trading plan adopted on August 21, 2025, which is designed to pre-schedule transactions. After these sales, Landon beneficially owned 343,882 shares, consisting of 90,284 shares of Series A Common Stock and 253,598 unvested restricted stock units that each represent the right to receive one share upon vesting and settlement.