Klaviyo, Inc. SEC Filings

Andrew Bialecki, Klaviyo CEO and director, reported insider transactions on 09/30/2025 under a Rule 10b5-1 plan adopted 05/20/2025. He received 137,224 shares of Series B common stock that are convertible into 137,224 shares of Series A common stock, and sold the full position in multiple block sales on the same date. The sales occurred at weighted-average prices disclosed in ranges from $27.68 to $31.77, with individual weighted-average sale prices reported as $31.24, $30.28, $29.03, $28.22, and $27.70. After these transactions the reporting person’s direct beneficial ownership of Series A common stock is 0. The Form 4 lists additional indirect holdings by trusts for which the reporting person is trustee, with specific trust-held share amounts disclosed.

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.

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.

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.