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.
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.
Klaviyo, Inc. filed a current report to notify investors that it has posted an updated investor presentation on its investor relations website in connection with its September 25, 2025 Investor Day event. The presentation covers the company’s business strategy, market opportunity, financial performance and guidance, and long-term outlook.
The materials are provided as a Regulation FD disclosure and are furnished, not filed, meaning they are intended to share information broadly with the market without being incorporated into other securities law filings unless specifically referenced.
Insider transactions by Klaviyo director and 10% owner Ed Hallen on 09/15/2025: The filing reports multiple sales and a gift under a Rule 10b5-1 plan adopted June 12, 2025. Mr. Hallen sold 22,224 shares of Series A common stock from direct holdings at a weighted-average $31.65 per share and 67,524 shares from holdings attributed to Hodgkins Trust at a weighted-average $31.73 per share, with sale prices in reported ranges. He also made a bona fide gift of 20,260 shares to a donor-advised fund. After these transactions, beneficial ownership reported is 702,216 shares (indirect) via Hodgkins LLC and related entities.
Andrew Bialecki, Klaviyo, Inc. Chief Executive Officer and a >10% owner, reported transactions in the company’s common stock executed under a Rule 10b5-1 trading plan. On 09/16/2025 the reporting person converted 226,382 shares of Series B common stock into Series A common stock and sold a total of 226,382 Series A shares in two blocks: 140,921 shares at a weighted average price of $32.71 and 85,461 shares at a weighted average price of $31.76. The Form 4 lists various indirect holdings through trusts and shows transfers and ownership details for those trusts. The filing was submitted by an attorney-in-fact.
Luciano Fernandez Gomez, Interim Executive Officer and director of Klaviyo, Inc. (KVYO) reported a securities transaction dated 09/15/2025. The filing shows an award of 100,597 restricted stock units (RSUs) under the issuer's 2023 Stock Option and Incentive Plan, recorded as an acquisition at $0. The RSUs vest in full on November 15, 2025, subject to continued service. After the reported transaction the reporting person beneficially owns 127,385 shares equivalent, consisting of 20,968 shares of Series A Common Stock and 106,417 unvested RSUs. The Form 4 was submitted via attorney-in-fact Landon Edmond and signed on 09/17/2025.
Klaviyo, Inc. President Stephen Eric Rowland reported selling a total of 7,105 shares of Series A Common Stock on September 15, 2025, in two sale transactions priced around $31 per share. These trades were made under a Rule 10b5-1 trading plan adopted November 22, 2024. Following the sales, he holds 438,621 shares/RSUs of Series A Common Stock, consisting of 129,070 shares and 309,551 unvested restricted stock units.
Klaviyo, Inc. (KVYO) notice reports a proposed sale of 7,105 common shares through Morgan Stanley Smith Barney with an aggregate market value of $221,604.95, and lists total common shares outstanding of 116,897,730. The shares were acquired as Restricted Stock Units on 08/15/2025. The filer also disclosed three recent 10b5-1 sales by the same person totaling 21,263 shares on 06/16/2025, 07/15/2025 and 08/18/2025 with combined gross proceeds shown. The filing includes the standard representation that the seller is not aware of undisclosed material adverse information.
Klaviyo, Inc. (KVYO) filed a Form 144 reporting a proposed sale of 89,748 Series A shares through Fidelity Brokerage Services on the NYSE, with an aggregate market value of $2,845,870.50. The notice lists the shares as founders' shares acquired from the issuer on 09/25/2012 and indicates the original acquisition was recorded as compensation. The filing shows 116,897,730 shares outstanding, and the approximate sale date is 09/15/2025. No securities were reported sold by the holder in the past three months. The filer affirms they are unaware of any undisclosed material adverse information.
A Klaviyo insider disclosure shows CFO Amanda Whalen effected share conversions and a small sale under a 10b5-1 plan on 09/12/2025. The report states the Reporting Person converted 11,204 shares of Series B common stock into Series A common stock and acquired 11,204 Series A shares. Separately, 15,000 shares of Series A were sold at a weighted-average price of $31.50 per share, reducing reported beneficial ownership to 481,719 shares. Holdings include 42,687 Series A shares and 439,032 unvested RSUs under the 2023 plan, plus 224,101 Series B shares and 184,375 RSUs under the 2015 plan that are referenced in footnotes.
Ed Hallen, a director and reported 10% owner of Klaviyo, Inc. (KVYO), reported transfers on 09/11/2025. The filing shows a total of 990,000 shares of the issuer's common stock moved the same day: 200,000 shares of Series A Common Stock were transferred to Hodgkins Trust and 790,000 shares to Hodgkins LLC, both described as for estate planning purposes and for no consideration. The report also shows the Reporting Person held 990,000 shares of Series B Common Stock (convertible into Series A) and discloses the conversion feature. The Form 4 was signed by an attorney-in-fact on 09/12/2025.