Klaviyo, Inc. filings document the operating results, governance, capital actions, and material events of a public SaaS company focused on autonomous B2C CRM. Its Form 8-K reports furnish quarterly and annual financial results, investor presentations, Regulation FD disclosures, and business updates related to the company’s customer-data platform, marketing automation, service workflows, and AI-enabled product strategy.
The company’s proxy materials cover board matters, executive compensation, equity awards, shareholder voting items, and corporate governance. Other filings disclose capital-structure matters such as Series A Common Stock repurchases, material agreements, compensatory arrangements, leadership-transition disclosures, exhibits, and Inline XBRL cover-page data.
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.
A shareholder of KVYO has filed a notice of proposed sale under Rule 144 to sell 117550 shares of Series A stock through Fidelity Brokerage Services LLC. The shares have an aggregate market value of 3568942.25, with 137856147 Series A shares outstanding, and the planned sales are expected to begin around 12/17/2025 on the NYSE.
The securities were originally acquired on 09/25/2012 as founder shares from the issuer in a compensation transaction for 117550 shares. During the past three months, Hodgkins Trust and Hodgkins Llc have already sold several Series A blocks, including 50920 shares for gross proceeds of 1529816.71 on 11/10/2025 and 2266 shares for 67981.00 on 11/11/2025. By signing the notice, the seller represents that they do not know any material adverse information about the issuer’s current or prospective operations that has not been publicly disclosed.
A shareholder has filed a notice to sell 757 Series A shares. The shares are to be sold through Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of 22822.56 and 137856147 Series A shares reported as outstanding.
The 757 shares were originally acquired on 09/25/2012 as founders shares from the issuer, paid as compensation. The notice also lists prior three‑month sales by Hodgkins Trust and Hodgkins LLC, including 22224 and 67524 Series A shares sold on 09/15/2025 for gross proceeds of 703493.05 and 2142377.45. The seller represents that they do not know any material adverse information about the issuer’s current or prospective operations that has not been publicly disclosed.
Stephen Rowland filed a notice to sell up to 14,208 KVYO common shares under Rule 144 through Morgan Stanley Smith Barney LLC, with an aggregate market value of 423,966.72. The shares are expected to be sold on or around 12/15/2025 on the NYSE.
The securities to be sold were acquired on 11/15/2025 as restricted stock units from the issuer. The notice also lists prior transactions described as 10b5-1 sales for Stephen Rowland: 7,104 shares sold on 11/17/2025 for gross proceeds of 194,591.35 and 7,105 shares sold on 10/15/2025 for 173,021.72. KVYO had 137,856,147 common shares outstanding.
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. is appointing Chano Fernández as co-Chief Executive Officer alongside co-founder Andrew Bialecki, effective January 1, 2026. The board also amended the company’s bylaws to allow up to two Chief Executive Officers.
Fernández, a current director and interim executive, will be employed through Velocity Global Switzerland GmbH with an annual base salary of CHF 800,000 and a target bonus of CHF 400,000. He is receiving time-based RSUs with an initial value of $33,000,000 vesting in twelve quarterly installments, plus PSUs with an initial value of $36,000,000 that can vest in four tranches if Klaviyo’s Series A stock trades at or above $40.00, $55.00, $70.00, and $85.00 per share for at least sixty consecutive days.
The arrangements include cash severance, partial RSU vesting and PSU vesting acceleration if he is terminated without cause or resigns for good reason, as well as full RSU and certain PSU vesting upon a change in control, subject to continued service.
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.
An affiliate of issuer KVYO filed a Form 144 notice to sell up to 1,350,000 shares of common stock through Morgan Stanley Smith Barney on the NYSE. The filing shows an aggregate market value of $38,016,000 for these shares and notes that 137,856,147 shares of common stock were outstanding.
The shares to be sold were acquired on May 14, 2025 via previously exercised stock options, paid for in cash. The notice also lists numerous sales of common stock by Andrew Bialecki over the past three months, including both regular open-market sales and trades executed under Rule 10b5-1 arrangements, with individual transactions ranging from 12,903-share lots to larger block sales.
Klaviyo, Inc. reported that it issued a press release sharing its 2025 Black Friday Cyber Monday data. The company furnished this press release as Exhibit 99.1 in a current report, using a Regulation FD disclosure to make the information broadly available to the market. The exhibit and related disclosure are treated as furnished rather than filed under securities laws, which limits their use in certain legal contexts.