Welcome to our dedicated page for Klaviyo SEC filings (Ticker: KVYO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
Edmond Landon reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. reported that Chief Legal Officer Edmond Landon received equity awards of Series A Common Stock in the form of restricted and performance stock units. He was granted 151,515 restricted stock units (RSUs) and 129,870 performance stock units (PSUs), each settling into one share upon vesting.
The RSUs vest over quarterly installments, with 50% vesting in eight equal quarterly tranches starting on May 15, 2026 and the remaining 50% vesting in four quarterly installments afterward, subject to continued service. The PSUs can vest in up to three tranches over a two-year measurement period if specified stock price targets are met.
Those PSU tranches require the average closing price of Klaviyo’s Series A Common Stock to reach $30.00, $50.00, and $75.00 per share, each sustained for at least sixty consecutive calendar days, and also depend on Landon’s continued service. After these grants, his holdings consist of 83,955 shares of Series A Common Stock, 379,922 unvested RSUs, and 129,870 unvested PSUs.
Galvin Carmel reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. reported that Chief People Officer Carmel Galvin received equity awards in the form of Series A Common Stock. Galvin was granted 189,393 restricted stock units (RSUs) and 162,337 performance stock units (PSUs) under the company’s 2023 Stock Option and Incentive Plan.
Each RSU and PSU represents the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Fifty percent of the RSUs vest in eight equal quarterly installments starting on May 15, 2026, with the remaining 50% vesting in four additional quarterly installments, subject to continued service.
The PSUs can vest in up to three tranches over a two-year measurement period if specified stock price and service conditions are met. Tranche stock price targets are $30.00, $50.00, and $75.00 per share, based on an average closing price over at least sixty consecutive calendar days. Following these grants, Galvin’s holdings consist of 130,487 shares of Series A Common Stock, 675,716 unvested RSUs, and 162,337 unvested PSUs.
Klaviyo, Inc. Chief Financial Officer Amanda Whalen reported multiple equity transactions involving Series A and Series B Common Stock. On April 15, 2026, she received 265,151 restricted stock units and 227,272 performance stock units, both granted at no cash cost as equity compensation.
The RSUs vest quarterly over time, while the PSUs can vest in up to three tranches over two years if Klaviyo’s Series A stock sustains average closing prices of $30.00, $50.00, and $75.00 per share for at least sixty consecutive days per tranche. On April 16, 2026, Whalen converted 4,293 shares of Series B into Series A and sold 14,000 Series A shares at a weighted average price of $18.54 per share under a pre-arranged Rule 10b5-1 trading plan, leaving her with 895,141 Series A shares and 297,112 Series B shares held directly.
Klaviyo, Inc. director and Co-CEO Andrew Bialecki converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock and sold all of the resulting Series A shares in open-market transactions on April 14, 2026.
The sales, executed at weighted average prices around $17 per share, were carried out under a pre-arranged Rule 10b5-1 trading plan. Following these transactions, Bialecki holds 67,344,118 shares of Series B Common Stock directly and has additional indirect interests through several 2023 trusts and shares held by his spouse.
Morgan Stanley Smith Barney LLC filed a Form 144 reporting a proposed sale of 28,000 Restricted Stock Units dated 11/15/2025. The filing lists two prior 10b5-1 sales by Amanda Whalen: 14,000 shares on 02/13/2026 for $264,356.40 and 14,000 shares on 03/12/2026 for $274,108.80.
Klaviyo, Inc. co‑CEO Andrew Bialecki converted and sold shares under a pre‑planned trading arrangement. On April 7, 2026, he converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock, then sold those 200,000 Series A shares in open‑market transactions at a weighted‑average price of $18.63 per share pursuant to a Rule 10b5‑1 trading plan adopted on May 20, 2025. Following the conversion, he held 67,544,118 shares of Series B Common Stock directly. Additional Series B shares are held indirectly through several 2023 trusts and by his spouse, for which he disclaims beneficial ownership except to any pecuniary interest.
KVYO affiliate proposes sale of 637,778 shares of Common Stock. The filing lists the securities as from previously exercised stock options and shows $12,251,715.38 on the same line. The activity is associated with repeated 10b5-1 scheduled sales by Andrew Bialecki across Jan–Apr 2026.
The entries list multiple daily dispositions (examples shown) executed under 10b5-1 plans and other cash sales; timing and methods are reported as individual sale dates in the excerpt.
Klaviyo, Inc. Co-Chief Executive Officer Andrew Bialecki reported a planned conversion-and-sale of company stock. He converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock and sold all 200,000 Series A shares in an open‑market transaction at a weighted average price of $19.42 per share, with individual trades ranging from $18.85 to $19.75. These trades were executed under a pre‑arranged Rule 10b5-1 trading plan adopted on May 20, 2025, indicating they were scheduled in advance.
Following the transactions, Bialecki holds 67,744,118 shares of Series B Common Stock directly. The filing also shows substantial additional Series B holdings held indirectly through several 2023 trusts and by his spouse, where he disclaims Section 16 beneficial ownership except for any pecuniary interest.
Klaviyo Inc Schedule 13G/A: The Vanguard Group amended its beneficial ownership filing to report 0 shares of Klaviyo Inc common stock, representing 0% of the class. The amendment notes an internal realignment effective January 12, 2026, under SEC Release No. 34-39538, after which certain subsidiaries will report separately.
Klaviyo, Inc. co-CEO Andrew Bialecki executed a planned option conversion and share sale. He converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock at a conversion price of $0.0000 per share, then sold all 200,000 Series A shares at a weighted average price of $18.17 per share in open-market transactions.
These trades were made under a Rule 10b5-1 trading plan adopted on May 20, 2025. Following the transactions, he holds 67,944,118 shares of Series B Common Stock directly and additional indirect interests through 2023 trusts and shares held by his spouse, each tied to Series B that is convertible 1-for-1 into Series A with no expiration.