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 Co-Chief Executive Officer Andrew Bialecki reported a planned share conversion and sale of common stock. On January 13, 2026, he converted 140,646 shares of Series B Common Stock into the same number of Series A Common Stock, then sold those 140,646 Series A shares in two transactions pursuant to a Rule 10b5-1 trading plan adopted on May 20, 2025. The weighted average prices were $27.62 per share for 50,319 shares and $27.29 per share for 90,327 shares, leaving him with no directly held Series A shares and 69,274,090 shares of Series B Common Stock reported as directly owned.
The filing also notes that Bialecki is a director, 10% owner, and Co-Chief Executive Officer, and that Series B shares are convertible one-for-one into Series A with no expiration date. He additionally reports indirect interests through several 2023 trusts and shares held by his spouse, while expressly disclaiming beneficial ownership of those indirect holdings except to the extent of any pecuniary interest.
Klaviyo, Inc. insider activity: Co-Chief Executive Officer and director Andrew Bialecki reported preset stock sales executed under a Rule 10b5-1 trading plan adopted on May 20, 2025. On January 6, 2026, he converted 137,504 shares of Series B Common Stock into Series A Common Stock and sold 135,122 Series A shares at a weighted average price of $28.92 per share and 2,382 shares at a weighted average price of $28.52 per share. On January 7, 2026, he converted a further 16,649 Series B shares into Series A and sold all 16,649 Series A shares at a weighted average price of $30.01 per share. Each Series B share is convertible into one Series A share and has no expiration date. Following these transactions, he reports 69,414,736 Series B shares held directly, with additional Series B shares held indirectly through family trusts and by his spouse, subject to customary beneficial ownership disclaimers.
Klaviyo, Inc. insider Andrew P. Bialecki, who is a director, chief executive officer and 10% owner, reported a planned conversion and sale of company stock. On 12/22/2025, he converted 100,000 shares of Series B Common Stock into 100,000 shares of Series A Common Stock and then sold those 100,000 Series A shares in two transactions. He sold 93,066 shares at a weighted average price of $33.05 and 6,934 shares at a weighted average price of $31.94, leaving no directly held Series A shares after these transactions. The filing notes these trades were executed under a Rule 10b5-1 trading plan adopted on May 20, 2025, and that his remaining economic interest includes a large balance of Series B shares, which are convertible into Series A, including amounts held through various family trusts.
Klaviyo, Inc. reported an insider transaction by its Chief Legal Officer on a Form 4. On 12/18/2025, the officer sold 13,718 shares of Series A Common Stock at a weighted average price of $31.41 per share and 472 shares at a weighted average price of $30.55 per share, both coded as open market sales. These trades were executed under a Rule 10b5-1 trading plan adopted on August 21, 2025. Following the sales, the officer beneficially owned 353,882 shares, consisting of 100,284 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.
Klaviyo, Inc.'s Chief Financial Officer reported selling shares of the company’s Series A Common Stock in pre-planned transactions. On 12/18/2025, the CFO sold 13,540 shares at a weighted average price of $31.41 per share and an additional 460 shares at a weighted average price of $30.59 per share.
After these sales, the CFO beneficially owned 452,174 shares, consisting of 52,642 shares of Series A Common Stock and 399,532 unvested restricted stock units that each represent the right to receive one share upon vesting and settlement. The filing states these trades were made under a Rule 10b5-1 trading plan adopted on August 21, 2025, indicating they were scheduled in advance.
Klaviyo, Inc. insider reports planned stock sales under Rule 10b5-1 plan. A reporting person who is both a director and 10% owner disclosed two sales of Klaviyo Series A common stock on December 17, 2025, executed under a pre-arranged Rule 10b5-1 trading plan adopted on June 12, 2025.
The filing shows a sale of 34,878 shares at a weighted average price of $30.35 per share through the Hodgkins Trust, leaving 133,624 shares beneficially owned through that trust. It also reports a sale of 82,672 shares at a weighted average price of $30.37 per share through Hodgkins LLC, leaving 525,246 shares beneficially owned through that entity.
Both positions are held indirectly, with the reporting person disclaiming beneficial ownership beyond any pecuniary interest. The prices in each transaction reflect multiple individual trades within disclosed price ranges.
Klaviyo, Inc. Chief Executive Officer, director and 10% owner Andrew P. Bialecki reported stock transactions in Klaviyo carried out under a Rule 10b5-1 trading plan adopted on May 20, 2025. On December 16, 2025, he converted 138,648 shares of Series B Common Stock into Series A Common Stock and sold 138,648 Series A shares at a weighted average price of $29.04 per share, with sale prices ranging from $28.58 to $29.42. On December 17, 2025, he converted 100,000 Series B shares and sold 100,000 Series A shares at a weighted average price of $30.4 per share, in transactions between $30.00 and $30.71. After these trades, Bialecki directly held 69,668,889 shares of Series B Common Stock and reported additional indirect interests, including 7,517,410 Series A shares held by the Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023, for which he disclaims beneficial ownership except to the extent of any pecuniary interest.
Klaviyo, Inc. disclosed that its Chief Legal Officer, Landon Edmond, made a bona fide gift of 8,400 shares of Series A Common Stock on 12/15/2025. The shares were transferred at a price of $0 per share to a donor-advised fund.
After this transaction, Edmond beneficially owns 368,072 equity interests in Klaviyo, consisting of 114,474 shares of Series A Common Stock and 253,598 unvested restricted stock units, each representing the contingent right to receive one Series A share upon vesting and settlement.
Klaviyo, Inc.’s president reported selling shares of Series A Common Stock in an insider transaction. On 12/15/2025, the officer sold 3,913 and 3,191 shares at weighted average prices of $29.81 and $29.01 per share, respectively. These sales were executed pursuant to a Rule 10b5-1 trading plan adopted on November 22, 2024.
After the reported sales, the president beneficially owns 434,294 securities, consisting of 150,495 shares of Series A Common Stock and 283,799 unvested restricted stock units, each representing the contingent right to receive one share upon vesting and settlement. All reported holdings are listed as directly owned.
A reporting person who is both a director and 10% owner of Klaviyo, Inc. reported selling shares of the company’s Series A Common Stock on December 15, 2025. An affiliated trust sold 157 shares at a weighted average price of $30.13 per share, leaving 168,502 shares indirectly held through the trust. A related LLC sold 600 shares at a weighted average price of $30.15 per share, with 607,918 shares remaining indirectly owned through the LLC. The sales were made under a Rule 10b5-1 trading plan adopted on June 12, 2025, and the reporting person disclaims beneficial ownership of the trust and LLC shares beyond any pecuniary interest.
Klaviyo, Inc. Chief Executive Officer and director Andrew P. Bialecki, a 10% owner, reported multiple transactions in the company’s stock. On December 9–11, 2025, he converted shares of Series B Common Stock into Series A Common Stock and sold several blocks of Series A shares in open-market transactions at weighted average prices around $29–$30 per share, executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 20, 2025.
He also directed the transfer of 3,419,000 shares of Series B Common Stock in connection with a bona fide gift to a donor-advised fund, which automatically converted into Series A Common Stock under Klaviyo’s certificate of incorporation. Additional Series A shares are reported as indirectly owned through several family trusts and by his spouse, with Bialecki disclaiming beneficial ownership beyond any pecuniary interest.
Klaviyo, Inc. Chief Executive Officer, director and 10% owner Andrew P. Bialecki reported planned share sales under a Rule 10b5-1 trading plan. On 12/02/2025, he converted 142,045 shares of Series B Common Stock into Series A Common Stock and sold the same number of Series A shares at a weighted average price of $28.62 per share. On 12/04/2025, he similarly converted and sold 952 Series A shares at $30 per share. Each Series B share is convertible into one Series A share and has no expiration. Following these transactions, he continued to beneficially own 73,557,899 Series B shares directly, along with additional Series A interests held indirectly through several 2023 family trusts and by his spouse.
Klaviyo, Inc. (KVYO) Chief Executive Officer and director Andrew P. Bialecki reported an insider transaction on 11/24/2025. He converted 144,717 shares of Series B common stock into the same number of Series A shares and then sold 144,717 shares of Series A common stock at a weighted average price of $27.76 per share.
The filing states that these trades were made under a pre-arranged Rule 10b5-1 trading plan adopted on May 20, 2025. Following the transactions, Bialecki directly owns 73,700,896 shares of Series B common stock, which are convertible into Series A shares, and also has additional indirect holdings through family trusts and his spouse.
Klaviyo, Inc. chief legal officer reports stock sales under a trading plan. The reporting officer sold 10,374 shares of Series A common stock on 11/20/2025 at a weighted average price of $27.83 per share and an additional 4,020 shares the same day at a weighted average price of $26.97 per share. These transactions were executed under a Rule 10b5-1 trading plan adopted by the officer. After these sales, the officer beneficially owns 376,472 shares, consisting of 122,874 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.
Klaviyo CEO Andrew P. Bialecki reported the conversion and sale of 147,329 shares of Series A Common Stock on November 18, 2025 under a Rule 10b5-1 trading plan. The transaction involved converting 147,329 shares of Series B Common Stock into Series A Common Stock, followed by a sale of 147,329 Series A shares at a weighted average price of $27.16 per share in multiple trades between $26.62 and $27.59.
Following these transactions, Bialecki directly held 73,845,613 derivative securities representing Series B Common Stock, each convertible into one share of Series A Common Stock. Additional indirect holdings are reported through several 2023 trusts and by his spouse, covering millions of additional shares, with beneficial ownership of those trust-held shares disclaimed except to the extent of any pecuniary interest.
Klaviyo, Inc. (KVYO) reported insider equity transactions by its President on Form 4. On 11/15/2025 and 11/17/2025, the officer converted 22,855 and 28,457 shares of Series B Common Stock into Series A Common Stock in connection with tax withholding obligations related to vesting and settlement of restricted stock units (RSUs.
The company withheld 34,326 shares of Series A Common Stock to cover taxes and the officer sold 7,104 Series A shares at a weighted average price of $27.39 per share under a Rule 10b5-1 trading plan adopted on November 22, 2024. Following these transactions, the officer beneficially owned 441,398 Series A shares (including vested and unvested RSUs) and 359,184 unvested RSUs tied to Series B Common Stock.
Klaviyo, Inc. (KVYO) reported equity compensation activity for its Chief Legal Officer through a Form 4 filing. On 11/15/2025 and 11/17/2025, shares of Series B Common Stock automatically converted into Series A Common Stock in connection with the vesting and settlement of restricted stock units (RSUs). The company also withheld 24,218 shares of Series A Common Stock at a price of $28.61 per share to satisfy tax withholding obligations tied to these RSUs, rather than conducting open-market transactions. After these events, the officer directly holds 137,268 shares of Series A Common Stock, 253,598 unvested RSUs for Series A Common Stock under the 2023 Stock Option and Incentive Plan, and 22,500 unvested RSUs for Series B Common Stock under the 2015 Stock Incentive Plan.
Klaviyo, Inc. insider reports share withholding for taxes
A reporting person who is both a director and interim executive officer of Klaviyo, Inc. (KVYO) reported a transaction in Series A Common Stock on 11/15/2025. The filing shows that 43,533 shares of Series A Common Stock were disposed of at a price of $28.61 per share, identified as code "F," which represents shares withheld by the company to satisfy tax withholding obligations tied to the vesting and settlement of restricted stock units (RSUs).
Following this tax withholding event, the insider beneficially owns 83,852 shares of Series A Common Stock. This total consists of 78,032 shares of Series A Common Stock and 5,820 unvested RSUs granted under Klaviyo’s 2023 Stock Option and Incentive Plan, with each RSU representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.
Klaviyo, Inc. (KVYO) reported insider share activity by its Chief People Officer on Form 4. The executive had 24,817 shares of Series A Common Stock withheld on 11/15/2025 to cover tax obligations triggered by the vesting of restricted stock units.
On 11/17/2025, the officer sold 7,120 shares at a weighted average price of $27.74, with individual trades ranging from $27.39 to $28.31 per share, and a further 4,036 shares at a weighted average price of $27.11, with trades between $26.99 and $27.20 per share. These sales were made under a pre-arranged Rule 10b5-1 trading plan adopted on November 26, 2024.
After these transactions, the officer beneficially owns 639,860 shares of Series A Common Stock, including 102,211 shares currently held and 537,649 unvested RSUs that each represent the right to receive one share upon vesting and settlement.
Klaviyo, Inc. (KVYO) reported insider transactions by its Chief Financial Officer on a Form 4. On 11/14/2025 and 11/15/2025, the CFO converted shares of Series B Common Stock into Series A Common Stock and executed related sales and tax withholdings under a Rule 10b5-1 trading plan adopted on August 16, 2024.
The CFO acquired 15,000 and 29,513 shares of Series A Common Stock through conversions and sold 15,000 shares in total at weighted average prices of $28.61 and $27.89, with additional shares withheld to cover RSU tax obligations. After these transactions, the CFO beneficially owned 466,174 shares of Series A Common Stock and 348,963 derivative securities tied to Series B Common Stock and RSUs.
Klaviyo (KVYO): Shopify Strategic Holdings 3 LLC, together with Shopify Inc. as a reporting person, filed a Form 4. On 11/14/2025, they reported a Code X transaction involving warrants to purchase 344,381 shares of Klaviyo’s Series B Common Stock at an exercise price of $0.01 per share. The warrants carry an expiration date of 07/28/2032.
Per the footnotes, 25% of the warrant shares vested on 07/28/2022 and the remainder vests quarterly in equal amounts through 07/28/2027; additionally, 25% vested immediately prior to the IPO. The securities are held directly by Shopify Strategic Holdings 3 LLC; Shopify Inc. is an indirect beneficial owner and disclaims beneficial ownership except to the extent of its pecuniary interest. Each Series B share is convertible into one Series A share; the Series B has no expiration.
Klaviyo, Inc. (KVYO) reported an insider transaction by CEO, Director, and 10% Owner Andrew P. Bialecki. On 11/11/2025, he converted 140,464 shares of Series B Common Stock into Series A Common Stock and sold 140,464 Series A shares pursuant to a Rule 10b5-1 trading plan adopted on May 20, 2025. The weighted average sale price was $29.74, with trades executed between $29.21 and $30.01.
The filing notes each Series B share is convertible into one Series A share and that Series B has no expiration date. Following the reported transactions, Bialecki directly held 73,992,942 Series B shares. Indirect holdings of Series A shares are listed as 7,517,410 by The Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023, 517,006 by The Elizabeth L. Bialecki Irrevocable GST Trust of 2023, 517,006 by The Andrew P. Bialecki Irrevocable GST Trust of 2023, and 43,218 by his spouse.
Klaviyo, Inc. (KVYO) reported insider activity by a director and 10% owner under a Rule 10b5-1 trading plan adopted on June 12, 2025. On Nov 10, 2025, the reporting person sold 8,572 Series A shares through a trust and 50,920 shares through an LLC at weighted average prices within disclosed ranges. On Nov 11, 2025, additional sales of 545 shares (trust) and 2,266 shares (LLC) occurred at weighted average prices of $30.00. The insider also made a bona fide gift of 40,512 shares to a donor-advised fund.
Following these transactions, the filings show indirect holdings of 168,659 shares by the trust and 608,518 shares by the LLC. All prices reflect weighted averages with full breakdowns available upon request, and ownership is reported as indirect through the named entities.
Klaviyo, Inc. (KVYO) President reported an open-market sale of Series A Common Stock. On 10/15/2025, the reporting person sold 7,105 shares at a weighted average price of $24.35 per share, with individual trades executed between $23.87 and $24.85. The transaction was made under a Rule 10b5-1 trading plan adopted on November 22, 2024.
Following the sale, the reporting person beneficially owns 431,516 equity interests, consisting of 121,965 shares of Series A Common Stock and 309,551 unvested RSUs awarded under the 2023 Stock Option and Incentive Plan. Ownership is reported as direct.
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.
A company officer completed multiple open-market transactions under a Rule 10b5-1 plan on 10/10/2025. The reporting person, the Chief Financial Officer, acquired 15,000 shares of Series B common stock and sold a total of 15,000 shares of Series A common stock in two blocks: 9,808 shares at a weighted-average price of $25.33 and 5,192 shares at a weighted-average price of $24.45. After these transactions the officer reports beneficial ownership of 481,719 shares of Series A common stock (including 439,032 unvested RSUs) and beneficial ownership of 393,476 derivative-linked shares (including 209,101 Series B shares and 184,375 unvested RSUs).
The filing discloses the trades were made pursuant to a 10b5-1 trading plan adopted on 8/16/2024, and notes that each Series B share converts into one Series A share. The reporting person signed the form via attorney-in-fact on 10/10/2025.
Andrew Bialecki, Klaviyo CEO, reported transactions under a Rule 10b5-1 trading plan executed on 10/07/2025. The report shows a conversion of 159,508 shares of Series B into Series A common stock followed by sales of those shares in multiple transactions at weighted average prices in the <$25.07–$25.32> range. After the reported sales, the filing indicates 0 direct shares beneficially owned by the reporting person.
The filing lists additional indirect holdings via trusts and spouse-controlled accounts totaling 8,594,640 Series A-equivalent shares across several trust and spouse relationships, with explicit disclaimers about Section 16 beneficial ownership limits. The transactions were effected pursuant to a 10b5-1 plan adopted on 5/20/2025.
Andrew Bialecki, Klaviyo CEO and director, reported insider transactions on 09/30/2025 under a Rule 10b5-1 plan adopted 05/20/2025. He received 137,224 shares of Series B common stock that are convertible into 137,224 shares of Series A common stock, and sold the full position in multiple block sales on the same date. The sales occurred at weighted-average prices disclosed in ranges from $27.68 to $31.77, with individual weighted-average sale prices reported as $31.24, $30.28, $29.03, $28.22, and $27.70. After these transactions the reporting person’s direct beneficial ownership of Series A common stock is 0. The Form 4 lists additional indirect holdings by trusts for which the reporting person is trustee, with specific trust-held share amounts disclosed.
Andrew Bialecki, CEO and director of Klaviyo, Inc. (KVYO), reported transactions dated 09/23/2025. The filing notes the acquisition of 211,358 shares of Series A Common Stock pursuant to conversion of Series B Common Stock and the sale of 181,553 shares at a weighted average price of $35.52 (sales priced between $35.025 and $36.02) plus an additional sale of 29,805 shares at a weighted average price of $35.01 (sales priced between $35.00 and $35.02). The transactions were effected under a Rule 10b5-1 trading plan adopted May 20, 2025. Footnotes identify several trust holdings for which the reporting person disclaims beneficial ownership except to the extent of pecuniary interest.