Klaviyo, Inc. SEC Filings

Stephen Eric Rowland, President and officer of Klaviyo, Inc. (KVYO), reported voluntary sales of Series A common stock on 09/15/2025 under a Rule 10b5-1 trading plan adopted on 11/22/2024. The filing shows two disposal entries: 6,905 shares sold at a weighted-average price of $31.90 per share (transactions ranged $31.43–$32.27), and 200 shares sold at $31.24. After these sales the reported beneficial ownership is shown as 438,821 and 438,621 shares respectively. The filing discloses that the total reported holdings consist of 129,070 issued shares and 309,551 unvested restricted stock units convertible into common shares upon vesting.

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.

Susan St. Ledger, a director of Klaviyo, Inc. (KVYO), sold 3,413 shares of the issuer's Series A Common Stock on 09/10/2025 at $32.20 per share under a Rule 10b5-1 trading plan adopted June 11, 2025. After the reported sale she beneficially owns 10,939 shares, composed of 5,119 vested Series A shares and 5,820 unvested restricted stock units that convert to one share each upon vesting. The sale was reported on a Form 4 and executed through an attorney-in-fact.

Andrew P. Bialecki, Klaviyo, Inc. CEO, director and reported 10% owner, effected transactions on 09/09/2025 under a Rule 10b5-1 plan adopted May 20, 2025. The reporting person caused the conversion/acquisition of 220,481 shares of Series B Common Stock and the subsequent sale of 220,481 shares of Series A Common Stock at a weighted average price of $31.96 per share. The filing discloses various indirect holdings through trusts and lists total Series A Common Stock reported following the transactions as 70,602,789 shares directly and additional indirect holdings through identified trusts.

Summit Partners entities reported transactions in Klaviyo, Inc. (KVYO). On 09/08/2025 the reporting parties converted 4,000,000 shares of Series B common stock into 4,000,000 shares of Series A common stock and simultaneously sold 4,000,000 shares of Series A common stock at $31.87 per share. Following the reported transactions the reporting group beneficially owns a total of 18,852,778 shares of Series A common stock on an indirect basis through multiple Summit funds and related entities. The filing discloses the ownership structure and the investment committee members who may have voting and dispositive authority.

Klaviyo, Inc. (KVYO) filed a Form 144 reporting a proposed sale of restricted shares by an insider. The notice covers 3,413 Series A shares with an aggregate market value of $109,898.60 against 116,897,730 shares outstanding. The filing lists an approximate sale date of 09/10/2025 on the NYSE. The shares were acquired on 06/10/2025 through restricted stock vesting as compensation and payment was recorded on that date. The filer reports no securities sold in the past three months and includes the standard representational statement about material nonpublic information.