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.
Klaviyo, Inc. insider reports planned stock sales under Rule 10b5-1 plan. A reporting person who is both a director and 10% owner disclosed two sales of Klaviyo Series A common stock on December 17, 2025, executed under a pre-arranged Rule 10b5-1 trading plan adopted on June 12, 2025.
The filing shows a sale of 34,878 shares at a weighted average price of $30.35 per share through the Hodgkins Trust, leaving 133,624 shares beneficially owned through that trust. It also reports a sale of 82,672 shares at a weighted average price of $30.37 per share through Hodgkins LLC, leaving 525,246 shares beneficially owned through that entity.
Both positions are held indirectly, with the reporting person disclaiming beneficial ownership beyond any pecuniary interest. The prices in each transaction reflect multiple individual trades within disclosed price ranges.
KVYO insider filed a Rule 144 notice to sell 39,283 shares of common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of $1,178,097.17. The issuer has 137,856,147 common shares outstanding, and the proposed sale is expected to occur around 12/18/2025 on the NYSE.
The securities to be sold were acquired as 39,283 restricted stock units from the issuer on 11/15/2024. Over the past three months, 10b5-1 sales for Landon Ramon Edmond on 11/20/2025 totaled 14,394 common shares for gross proceeds of $397,137.66. By signing the notice, the seller represents that they do not know of any undisclosed material adverse information about the issuer’s current or prospective operations.
A shareholder of KVYO filed a notice to sell up to 56,000 shares of the company’s common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate market value of $1,679,440.00. The shares are listed on the NYSE, and the approximate sale date disclosed is December 18, 2025.
The securities to be sold were acquired on November 15, 2025 as restricted stock units from the issuer in the same 56,000‑share amount. The filing also lists “10b5-1 Sales for AMANDA WHALEN” over the past three months: 15,000 common shares sold on November 14, 2025 for gross proceeds of $428,881.50 and 15,000 common shares sold on October 10, 2025 for $375,397.50. The table shows 137,856,147 common shares outstanding.
Klaviyo, Inc. Chief Executive Officer, director and 10% owner Andrew P. Bialecki reported stock transactions in Klaviyo carried out under a Rule 10b5-1 trading plan adopted on May 20, 2025. On December 16, 2025, he converted 138,648 shares of Series B Common Stock into Series A Common Stock and sold 138,648 Series A shares at a weighted average price of $29.04 per share, with sale prices ranging from $28.58 to $29.42. On December 17, 2025, he converted 100,000 Series B shares and sold 100,000 Series A shares at a weighted average price of $30.4 per share, in transactions between $30.00 and $30.71. After these trades, Bialecki directly held 69,668,889 shares of Series B Common Stock and reported additional indirect interests, including 7,517,410 Series A shares held by the Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023, for which he disclaims beneficial ownership except to the extent of any pecuniary interest.
Klaviyo, Inc. disclosed that its Chief Legal Officer, Landon Edmond, made a bona fide gift of 8,400 shares of Series A Common Stock on 12/15/2025. The shares were transferred at a price of $0 per share to a donor-advised fund.
After this transaction, Edmond beneficially owns 368,072 equity interests in Klaviyo, consisting of 114,474 shares of Series A Common Stock and 253,598 unvested restricted stock units, each representing the contingent right to receive one Series A share upon vesting and settlement.
Klaviyo, Inc.’s president reported selling shares of Series A Common Stock in an insider transaction. On 12/15/2025, the officer sold 3,913 and 3,191 shares at weighted average prices of $29.81 and $29.01 per share, respectively. These sales were executed pursuant to a Rule 10b5-1 trading plan adopted on November 22, 2024.
After the reported sales, the president beneficially owns 434,294 securities, consisting of 150,495 shares of Series A Common Stock and 283,799 unvested restricted stock units, each representing the contingent right to receive one share upon vesting and settlement. All reported holdings are listed as directly owned.
A reporting person who is both a director and 10% owner of Klaviyo, Inc. reported selling shares of the company’s Series A Common Stock on December 15, 2025. An affiliated trust sold 157 shares at a weighted average price of $30.13 per share, leaving 168,502 shares indirectly held through the trust. A related LLC sold 600 shares at a weighted average price of $30.15 per share, with 607,918 shares remaining indirectly owned through the LLC. The sales were made under a Rule 10b5-1 trading plan adopted on June 12, 2025, and the reporting person disclaims beneficial ownership of the trust and LLC shares beyond any pecuniary interest.
A shareholder of KVYO has filed a notice of proposed sale under Rule 144 to sell 117550 shares of Series A stock through Fidelity Brokerage Services LLC. The shares have an aggregate market value of 3568942.25, with 137856147 Series A shares outstanding, and the planned sales are expected to begin around 12/17/2025 on the NYSE.
The securities were originally acquired on 09/25/2012 as founder shares from the issuer in a compensation transaction for 117550 shares. During the past three months, Hodgkins Trust and Hodgkins Llc have already sold several Series A blocks, including 50920 shares for gross proceeds of 1529816.71 on 11/10/2025 and 2266 shares for 67981.00 on 11/11/2025. By signing the notice, the seller represents that they do not know any material adverse information about the issuer’s current or prospective operations that has not been publicly disclosed.
A shareholder has filed a notice to sell 757 Series A shares. The shares are to be sold through Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of 22822.56 and 137856147 Series A shares reported as outstanding.
The 757 shares were originally acquired on 09/25/2012 as founders shares from the issuer, paid as compensation. The notice also lists prior three‑month sales by Hodgkins Trust and Hodgkins LLC, including 22224 and 67524 Series A shares sold on 09/15/2025 for gross proceeds of 703493.05 and 2142377.45. The seller represents that they do not know any material adverse information about the issuer’s current or prospective operations that has not been publicly disclosed.
Stephen Rowland filed a notice to sell up to 14,208 KVYO common shares under Rule 144 through Morgan Stanley Smith Barney LLC, with an aggregate market value of 423,966.72. The shares are expected to be sold on or around 12/15/2025 on the NYSE.
The securities to be sold were acquired on 11/15/2025 as restricted stock units from the issuer. The notice also lists prior transactions described as 10b5-1 sales for Stephen Rowland: 7,104 shares sold on 11/17/2025 for gross proceeds of 194,591.35 and 7,105 shares sold on 10/15/2025 for 173,021.72. KVYO had 137,856,147 common shares outstanding.