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. Chief Executive Officer and director Andrew P. Bialecki, a 10% owner, reported multiple transactions in the company’s stock. On December 9–11, 2025, he converted shares of Series B Common Stock into Series A Common Stock and sold several blocks of Series A shares in open-market transactions at weighted average prices around $29–$30 per share, executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 20, 2025.
He also directed the transfer of 3,419,000 shares of Series B Common Stock in connection with a bona fide gift to a donor-advised fund, which automatically converted into Series A Common Stock under Klaviyo’s certificate of incorporation. Additional Series A shares are reported as indirectly owned through several family trusts and by his spouse, with Bialecki disclaiming beneficial ownership beyond any pecuniary interest.
Klaviyo, Inc. is appointing Chano Fernández as co-Chief Executive Officer alongside co-founder Andrew Bialecki, effective January 1, 2026. The board also amended the company’s bylaws to allow up to two Chief Executive Officers.
Fernández, a current director and interim executive, will be employed through Velocity Global Switzerland GmbH with an annual base salary of CHF 800,000 and a target bonus of CHF 400,000. He is receiving time-based RSUs with an initial value of $33,000,000 vesting in twelve quarterly installments, plus PSUs with an initial value of $36,000,000 that can vest in four tranches if Klaviyo’s Series A stock trades at or above $40.00, $55.00, $70.00, and $85.00 per share for at least sixty consecutive days.
The arrangements include cash severance, partial RSU vesting and PSU vesting acceleration if he is terminated without cause or resigns for good reason, as well as full RSU and certain PSU vesting upon a change in control, subject to continued service.
Klaviyo, Inc. Chief Executive Officer, director and 10% owner Andrew P. Bialecki reported planned share sales under a Rule 10b5-1 trading plan. On 12/02/2025, he converted 142,045 shares of Series B Common Stock into Series A Common Stock and sold the same number of Series A shares at a weighted average price of $28.62 per share. On 12/04/2025, he similarly converted and sold 952 Series A shares at $30 per share. Each Series B share is convertible into one Series A share and has no expiration. Following these transactions, he continued to beneficially own 73,557,899 Series B shares directly, along with additional Series A interests held indirectly through several 2023 family trusts and by his spouse.
An affiliate of issuer KVYO filed a Form 144 notice to sell up to 1,350,000 shares of common stock through Morgan Stanley Smith Barney on the NYSE. The filing shows an aggregate market value of $38,016,000 for these shares and notes that 137,856,147 shares of common stock were outstanding.
The shares to be sold were acquired on May 14, 2025 via previously exercised stock options, paid for in cash. The notice also lists numerous sales of common stock by Andrew Bialecki over the past three months, including both regular open-market sales and trades executed under Rule 10b5-1 arrangements, with individual transactions ranging from 12,903-share lots to larger block sales.
Klaviyo, Inc. reported that it issued a press release sharing its 2025 Black Friday Cyber Monday data. The company furnished this press release as Exhibit 99.1 in a current report, using a Regulation FD disclosure to make the information broadly available to the market. The exhibit and related disclosure are treated as furnished rather than filed under securities laws, which limits their use in certain legal contexts.
Klaviyo, Inc. (KVYO) Chief Executive Officer and director Andrew P. Bialecki reported an insider transaction on 11/24/2025. He converted 144,717 shares of Series B common stock into the same number of Series A shares and then sold 144,717 shares of Series A common stock at a weighted average price of $27.76 per share.
The filing states that these trades were made under a pre-arranged Rule 10b5-1 trading plan adopted on May 20, 2025. Following the transactions, Bialecki directly owns 73,700,896 shares of Series B common stock, which are convertible into Series A shares, and also has additional indirect holdings through family trusts and his spouse.
Klaviyo, Inc. chief legal officer reports stock sales under a trading plan. The reporting officer sold 10,374 shares of Series A common stock on 11/20/2025 at a weighted average price of $27.83 per share and an additional 4,020 shares the same day at a weighted average price of $26.97 per share. These transactions were executed under a Rule 10b5-1 trading plan adopted by the officer. After these sales, the officer beneficially owns 376,472 shares, consisting of 122,874 shares of Series A common stock and 253,598 unvested restricted stock units that each represent the right to receive one share upon vesting and settlement.
A shareholder of KVYO has filed a Form 144 notice to sell 14,394 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE. The planned sale has an aggregate market value of $396,410.76 and is expected to occur around 11/20/2025.
The shares come from restricted stock units that were acquired from the issuer on 11/15/2025, with the same 14,394 shares listed as acquired and to be sold. The issuer reports 137,856,147 shares outstanding; this is a baseline figure, not the amount being sold. The section covering securities sold in the past three months shows no additional sales for this person in the excerpt provided.
Klaviyo CEO Andrew P. Bialecki reported the conversion and sale of 147,329 shares of Series A Common Stock on November 18, 2025 under a Rule 10b5-1 trading plan. The transaction involved converting 147,329 shares of Series B Common Stock into Series A Common Stock, followed by a sale of 147,329 Series A shares at a weighted average price of $27.16 per share in multiple trades between $26.62 and $27.59.
Following these transactions, Bialecki directly held 73,845,613 derivative securities representing Series B Common Stock, each convertible into one share of Series A Common Stock. Additional indirect holdings are reported through several 2023 trusts and by his spouse, covering millions of additional shares, with beneficial ownership of those trust-held shares disclaimed except to the extent of any pecuniary interest.
Klaviyo, Inc. (KVYO) reported insider equity transactions by its President on Form 4. On 11/15/2025 and 11/17/2025, the officer converted 22,855 and 28,457 shares of Series B Common Stock into Series A Common Stock in connection with tax withholding obligations related to vesting and settlement of restricted stock units (RSUs.
The company withheld 34,326 shares of Series A Common Stock to cover taxes and the officer sold 7,104 Series A shares at a weighted average price of $27.39 per share under a Rule 10b5-1 trading plan adopted on November 22, 2024. Following these transactions, the officer beneficially owned 441,398 Series A shares (including vested and unvested RSUs) and 359,184 unvested RSUs tied to Series B Common Stock.