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.
Weisman Tony reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. director Tony Weisman reported a compensation-related equity award rather than an open-market trade. He received 14,822 restricted stock units (RSUs) of Series A Common Stock, which vest in full on the earlier of June 9, 2027 or the company’s next annual stockholder meeting, subject to his continued board service. Following this award, he holds 104,174 Series A Common Stock and RSUs directly and 20,833 shares indirectly through a trust.
Klaviyo director and Co‑Chief Executive Officer Luciano Fernandez Gomez reported a tax-related share disposition. On the vesting of restricted stock units, 1,746 shares of Series A Common Stock were withheld by Klaviyo at $14.78 per share to satisfy tax obligations.
After this withholding, Fernandez Gomez directly holds 2,323,705 shares, including unvested RSUs and performance stock units that each may convert into one share upon future vesting and settlement.
Klaviyo, Inc. reported the results of its 2026 annual stockholder meeting held virtually on June 9, 2026. Stockholders elected three Class III directors — Jennifer Ceran, Chano Fernández, and Susan St. Ledger — to serve until the 2029 annual meeting, with each nominee receiving over 1.49 billion votes in favor.
Stockholders also approved, on a non-binding advisory basis, the compensation of the company’s named executive officers, with 1,494,346,600 votes for and 18,300,389 against. In addition, they ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 1,537,384,843 votes for.
Klaviyo, Inc. Co-CEO Andrew Bialecki reported an insider transaction involving a derivative conversion and share sale. On May 26, 2026, he converted 212,529 shares linked to Series B Common Stock into 212,529 shares of Series A Common Stock, then sold 212,529 Series A shares at a weighted average price of $14.61 per share in an open-market transaction.
Following the sale, he continued to hold 66,731,589 shares of Series B Common Stock directly and additional Series B shares indirectly through family trusts and his spouse. The filing states these transactions were carried out under a Rule 10b5-1 trading plan adopted on May 20, 2025, indicating they were pre-scheduled.
Andrew Bialecki reported multiple sales of common stock executed under pre-arranged 10b5-1 plans and brokered transactions. The excerpt lists repeated 10b5-1 sales (for example, 05/19/2026 of 200,000 shares for $2,976,080 and 05/12/2026 of 200,000 shares for $2,921,680), and numerous other daily dispositions at varying amounts. Transactions are shown as brokered through Morgan Stanley Smith Barney LLC and include entries labeled "Previously Exercised Stock Options" and cash settlement dates.
Klaviyo, Inc. director Susan St. Ledger reported same-day share sales and conversions involving the company’s dual-class common stock. She sold 9,334 shares of Series A Common Stock in an open-market transaction at $14.27 per share under a pre-arranged Rule 10b5-1 trading plan. On the same date, 9,334 shares of Series B Common Stock were converted into Series A Common Stock. After these transactions, she directly holds 10,939 shares of Series A Common Stock and 50,166 shares of Series B Common Stock, along with 5,820 unvested restricted stock units that can settle into Series A shares.
Klaviyo, Inc. Co-CEO Andrew Bialecki reported an exercise-and-sell transaction involving 200,000 shares. On May 19, 2026, he converted 200,000 shares of Series B Common Stock into Series A Common Stock, then sold 200,000 Series A shares in open-market trades at a weighted average price of $14.88 per share, with individual sales between $14.68 and $15.41 per share.
These trades were executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 20, 2025. After the transactions, Bialecki reports 66,944,118 shares of Series B Common Stock held directly, plus additional Series B shares held indirectly through family trusts and a grantor retained annuity trust, for which he disclaims beneficial ownership except for any pecuniary interest.
Klaviyo, Inc. Chief Legal Officer reports tax withholding share disposition tied to RSU vesting. The company withheld 22,340 shares of Series A Common Stock at $14.38 per share to cover tax obligations from restricted stock units settling. After this non-market transaction, Edmond Landon holds 561,784 shares-based interests, including 93,396 shares of Series A Common Stock, 338,518 unvested RSUs, and 129,870 unvested performance stock units, all linked to Klaviyo’s 2023 Stock Option and Incentive Plan.
Klaviyo, Inc. Co-CEO Luciano Fernandez Gomez reported a tax-related share disposition tied to equity compensation. The company withheld 22,132 shares of Series A Common Stock, valued at $14.38 per share, to cover tax obligations arising from the vesting and settlement of restricted stock units.
After this withholding, Fernandez Gomez holds 2,325,451 Series A equity-linked interests, including 214,892 shares of Series A Common Stock, 917,321 unvested RSUs, and 1,193,238 unvested performance stock units. This Form 4 reflects a routine compensation and tax event rather than an open-market stock sale.
Klaviyo, Inc.'s Chief People Officer, Carmel Galvin, reported a tax-related share disposition. On the transaction date, 30,541 shares of Series A Common Stock were withheld by the company at $14.38 per share to cover tax obligations from vesting restricted stock units.
After this non-market transaction, Galvin holds 937,999 shares-based interests, consisting of 163,109 shares of Series A Common Stock, 612,553 unvested restricted stock units, and 162,337 unvested performance stock units. This filing reflects routine tax withholding tied to equity compensation rather than an open-market sale.