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 appointed board member Chano Fern e1ndez as Interim Executive Officer effective September 1, 2025, under a Service Agreement with Klaviyo Ltd. The initial fixed term runs through December 31, 2025, and either party may terminate with one month s notice. During the appointment Mr. Fern e1ndez will report to CEO Andrew Bialecki and will cease serving as Chairperson and member of the Compensation Committee.
The Service Agreement sets a monthly base salary of A361,618 GBP. An RSU Intention Letter contemplates a restricted stock unit award with an initial equity value of $3,200,000 that will vest in one installment on November 15, 2025. He will not receive board compensation while serving as Interim Executive Officer.
Andrew P. Bialecki, Chief Executive Officer and director of Klaviyo, Inc. (KVYO), reported multiple transactions on August 26 and August 28, 2025. On August 26 he converted 226,702 shares of Series B into Series A and sold 216,433 shares at a weighted average price of $31.51 and 10,269 shares at a weighted average price of $31.21. On August 28 he converted 3,500,000 Series B shares into Series A and directed a bona fide gift of those 3,500,000 shares to a donor-advised fund; those gifted shares are subject to a 60-day lock-up following August 13, 2025. The August 26 trades were effected under a Rule 10b5-1 trading plan adopted May 20, 2025. The filing discloses various indirect holdings held in trusts and by his spouse, and includes certifications and signatures by an attorney-in-fact.
Klaviyo, Inc. (KVYO) Form 4 reports that Summit Partners-affiliated entities effected transactions on 08/25/2025. The filing shows 975,000 shares acquired as Series B common stock (convertible into Series A) and a contemporaneous sale of 975,000 shares of Series A common stock at $30.01 per share. The reporting group collectively beneficially owns 22,852,778 shares (on an indicated Series A-equivalent basis) across multiple Summit funds. The filing is executed by Adam Hennessey as attorney-in-fact for the Summit reporting persons and includes explanatory footnotes describing the ownership and control structure within the Summit Partners organization.
Klaviyo, Inc. (KVYO) Form 144 notice reports a proposed sale of 2,333,334 shares of common stock through Morgan Stanley Smith Barney, with an aggregate market value of $73,663,354.38. The shares represent approximately 2.0% of the 116,897,730 shares outstanding and are scheduled for sale on 08/26/2025 on the NYSE. The securities were acquired on 05/14/2025 through previously exercised stock options and were paid for in cash. The filing also discloses a prior sale by Andrew Bialecki of 100,000 shares on 06/17/2025 for $3,441,330.00. The filer affirms no undisclosed material adverse information and includes broker contact details for the planned sale.
Summit Partners entities reported the disposition of 500,000 shares of Klaviyo, Inc. Series A common stock on 08/21/2025; the sale is reported as a distribution to facilitate bona fide charitable gifts and was effected at a $0 price in the Form 4 filing. Following the reported transaction, the reporting persons show 0 shares beneficially owned. The filing identifies Summit Partners, L.P. as manager of the funds holding the shares and names three investment committee members who may be deemed to have voting and dispositive authority, while disclaiming beneficial ownership except for any pecuniary interest.
Luciano Fernandez Gomez, a director of Klaviyo, Inc. (KVYO), reported transactions on 08/15/2025 involving the conversion and settlement of equity tied to RSU vesting. Seven thousand (7,000) shares of Series B Common Stock converted into Series A Common Stock and were recorded as acquired; concurrently the issuer withheld 7,000 shares of Series A Common Stock to satisfy tax withholding obligations at a price of $31.43 per share. After these reported transactions the filing shows beneficial ownership positions that include 26,788 shares of Series A Common Stock (comprised of 20,968 shares and 5,820 unvested RSUs) and a separate derivative table showing 56,000 underlying Series A shares equivalent from outstanding derivatives/unvested awards. The filing was signed by an attorney-in-fact on 08/19/2025.
Amanda Whalen, Chief Financial Officer of Klaviyo, Inc. (KVYO), reported multiple equity transactions on 08/15/2025. The filing shows 29,513 shares of Series B common stock converted into Series A common stock in connection with tax withholding for vested RSUs. The issuer withheld 46,829 Series A shares to satisfy tax withholding and the reporting person sold 15,000 Series A shares pursuant to a Rule 10b5-1 trading plan adopted August 16, 2024. The sale prices reported range from $30.92 to $31.53 with weighted averages shown as $31.43 and $31.32. Following these transactions, the filing reports 485,515 shares of Series A common stock beneficially owned and 419,680 derivative shares underlying options or awards.
Klaviyo insider reported routine transactions by Galvin Carmel, Chief People Officer. On 08/15/2025 the company withheld 24,817 shares of Series A common stock to satisfy tax withholding for RSU vesting at a price of $31.43 per share. On 08/18/2025 the reporting person sold 11,155 shares under a Rule 10b5-1 plan (adopted 11/26/2024) at a weighted average price of $31.67 per share.
Following these transactions the reporting person beneficially owns 675,833 shares directly, comprised of 86,858 vested shares and 588,975 unvested RSUs that convert to one share each upon vesting. The Form 4 was signed by an attorney-in-fact on 08/19/2025.
Stephen Eric Rowland, President of Klaviyo, Inc. (KVYO), reported multiple equity transactions in mid-August 2025. On 08/15/2025 and 08/18/2025 he received 22,855 and 28,457 shares respectively through conversion of Series B common stock into Series A common stock related to RSU settlements and a conversion provision. The filing shows the issuer withheld 34,326 shares on 08/15/2025 to satisfy tax withholding and Rowland sold 7,105 shares on 08/18/2025 for a weighted average price of about $31.46 under a Rule 10b5-1 trading plan adopted November 22, 2024. After these transactions the filing reports 445,726 shares beneficially owned, consisting of vested shares and unvested RSUs.
Klaviyo Chief Legal Officer Edmond Landon reported multiple transactions in August 2025 affecting his beneficial ownership of Klaviyo (KVYO) stock. On 08/15/2025 and 08/18/2025 Mr. Landon received 22,500 shares of Series B Common Stock that converted into Series A Common Stock in connection with RSU vesting and tax withholding; the issuer also withheld 24,695 Series A shares to satisfy taxes. He sold 9,965 shares on 08/18/2025 under a Rule 10b5-1 plan at a weighted average price of $31.46 (sales ranged $31.20–$31.76). After these transactions he beneficially owned 392,584 shares (including 113,798 vested Series A shares and 278,786 unvested RSUs). The Form 4 discloses conversion mechanics, withholding for taxes, and that the 10b5-1 plan was adopted on 08/16/2024.