Klaviyo, Inc. SEC Filings

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.

Klaviyo, Inc. (KVYO) reported a Form 144 notice indicating an intended sale of 7,105 common shares with an aggregate market value of $223,310.15, representing part of the issuer's 116,897,730 outstanding shares. The shares are scheduled for sale approximately on 08/18/2025 on the NYSE. The filer acquired the shares as restricted stock units on 08/15/2025 and lists payment as N/A. The filing also discloses two prior 10b5-1 sales by Stephen Rowland of 7,079 shares on 07/15/2025 (gross proceeds $223,446.27) and 06/16/2025 (gross proceeds $244,619.43).

Klaviyo, Inc. (KVYO) Form 144 notice reports a proposed sale of 9,965 shares of common stock through Morgan Stanley Smith Barney LLC with an aggregate market value of $313,199.95. The filing lists 116,897,730 shares outstanding and an approximate sale date of 08/18/2025. The shares were acquired as Restricted Stock Units from the issuer on 08/15/2025 and payment/settlement is shown as 08/15/2025. The form indicates no securities sold in the past three months and contains the standard representation that the selling person does not possess undisclosed material adverse information. Several identifying fields (filer name/CIK and issuer contact details) are not populated in the provided content.

Klaviyo, Inc. (KVYO) insider filed a Form 144 to sell 11,155 Class A shares through Fidelity Brokerage Services on the NYSE with an aggregate market value of $351,717.15. The shares were acquired on 08/15/2025 via restricted stock vesting and the planned approximate sale date is 08/18/2025. The filing shows total Class A shares outstanding of 116,897,730. No other sales in the past three months were reported in this notice. The filer represents they are not aware of undisclosed material adverse information.

Summit Partners-affiliated funds reported coordinated transactions in Klaviyo, Inc. (KVYO). On 08/13/2025, the reporting persons acquired 7,000,000 shares of Series B common stock (convertible into Series A) and disposed of 6,500,000 shares of Series A common stock at a price of $30.01 per share. After these transactions the filers report beneficial ownership of 23,827,778 shares of Series B common stock (which are convertible into an equal number of Series A shares) and remaining direct/indirect Series A positions as specified in the footnotes. The filing identifies the reporting entities and explains the ownership and voting structure within the Summit Partners group.