Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Klaviyo, Inc.KVYO · Entity 3775 | Director · 10% owner | October 07, 2026 | October 09, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Klaviyo, Inc.
Report date October 07, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Common StockSEC Table I · non-derivative | IndirectBy Hodgkins Trust | 55,290 |
Reported balance
After 2026-10-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-07 · Sale · Disposed 38,667 · Balance 55,290 F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.03 to $17.63 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: Shares are owned directly by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. |
| Series A Common StockSEC Table I · non-derivative | IndirectBy Hodgkins LLC | 370,246 |
Last balance in matching sequence
After 2026-10-08 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 2 · 2026-10-07 · Sale · Disposed 58,815 · Balance 388,131 F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F4: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.00 to $17.63 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Row 3 · 2026-10-08 · Gift · Disposed 17,885 · Balance 370,246 F6: Represents a bona fide gift of 17,885 shares of stock from Hodgkins LLC, of which Reporting Person serves as manager, to a donor-advised fund pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F5: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026.
F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.03 to $17.63 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: Shares are owned directly by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose.
F4: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.00 to $17.63 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F5: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose.
F6: Represents a bona fide gift of 17,885 shares of stock from Hodgkins LLC, of which Reporting Person serves as manager, to a donor-advised fund pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 08, 2026 Filed Oct 9, 2026 20:30 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GiftSeries A Common Stock | 17,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000934 · wk-form4_1791577816.xml · nonDerivative · entry 3 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 370,246 F6 · kind: Represents a bona fide gift of 17,885 shares of stock from Hodgkins LLC, of which Reporting Person serves as manager, to a donor-advised fund pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F5 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| October 07, 2026 Filed Oct 9, 2026 20:30 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 58,815 | $17.40 | $1,023,381.00 |
DisclosureSEC source: 0001470831-26-000934 · wk-form4_1791577816.xml · nonDerivative · entry 2 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 388,131 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.00 to $17.63 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| October 07, 2026 Filed Oct 9, 2026 20:30 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 38,667 | $17.40 | $672,805.80 |
DisclosureSEC source: 0001470831-26-000934 · wk-form4_1791577816.xml · nonDerivative · entry 1 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins Trust Disclosed balance after: 55,290 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.03 to $17.63 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: Shares are owned directly by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| September 24, 2026 Filed Sep 25, 2026 21:50 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 800 | $17.02 | $13,616.00 |
DisclosureSEC source: 0001470831-26-000904 · wk-form4_1790373048.xml · nonDerivative · entry 2 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 446,946 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.00 to $17.03 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F4 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| September 24, 2026 Filed Sep 25, 2026 21:50 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 500 | $17.02 | $8,510.00 |
DisclosureSEC source: 0001470831-26-000904 · wk-form4_1790373048.xml · nonDerivative · entry 1 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins Trust Disclosed balance after: 93,957 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.00 to $17.03 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: Shares are owned directly by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 00:18 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GiftSeries A Common Stock | 17,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000870 · wk-form4_1788308332.xml · nonDerivative · entry 3 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 447,746 F6 · kind: Represents a bona fide gift of 17,885 shares of stock from Hodgkins LLC, of which Reporting Person serves as manager, to a donor-advised fund pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F5 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 00:18 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 59,615 | $20.49 | $1,221,511.35 |
DisclosureSEC source: 0001470831-26-000870 · wk-form4_1788308332.xml · nonDerivative · entry 2 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 465,631 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $20.30 to $20.78 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 00:18 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 39,167 | $20.47 | $801,748.49 |
DisclosureSEC source: 0001470831-26-000870 · wk-form4_1788308332.xml · nonDerivative · entry 1 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins Trust Disclosed balance after: 94,457 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 1, 2026. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $20.30 to $20.77 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: Shares are owned directly by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| December 17, 2025 Filed Dec 19, 2025 21:04 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 82,672 | $30.37 | $2,510,748.64 |
DisclosureSEC source: 0001470831-25-000442 · wk-form4_1766178258.xml · nonDerivative · entry 2 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 525,246 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2025. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.00 to $30.695 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| December 17, 2025 Filed Dec 19, 2025 21:04 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 34,878 | $30.35 | $1,058,547.30 |
DisclosureSEC source: 0001470831-25-000442 · wk-form4_1766178258.xml · nonDerivative · entry 1 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins Trust Disclosed balance after: 133,624 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2025. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.00 to $30.71 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: Shares are owned directly by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:19 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 600 | $30.15 | $18,090.00 |
DisclosureSEC source: 0001470831-25-000425 · wk-form4_1766009974.xml · nonDerivative · entry 2 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 607,918 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2025. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.15 to $30.155 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:19 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 157 | $30.13 | $4,730.41 |
DisclosureSEC source: 0001470831-25-000425 · wk-form4_1766009974.xml · nonDerivative · entry 1 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins Trust Disclosed balance after: 168,502 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2025. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.024 to $30.155 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: Shares are owned directly by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| November 11, 2025 Filed Nov 13, 2025 00:51 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 2,266 | $30.00 | $67,980.00 |
DisclosureSEC source: 0001470831-25-000310 · wk-form4_1762995098.xml · nonDerivative · entry 5 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 608,518 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2025. F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.00 to $30.01 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| November 11, 2025 Filed Nov 13, 2025 00:51 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 545 | $30.00 | $16,350.00 |
DisclosureSEC source: 0001470831-25-000310 · wk-form4_1762995098.xml · nonDerivative · entry 4 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins Trust Disclosed balance after: 168,659 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2025. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.00 to $30.02 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: Shares are owned directly by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| November 10, 2025 Filed Nov 13, 2025 00:51 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GiftSeries A Common Stock | 40,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-25-000310 · wk-form4_1762995098.xml · nonDerivative · entry 3 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 610,784 F6 · kind: Represents a bona fide gift of 40,512 shares of stock from the Reporting Person to a donor-advised fund pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2025. F5 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| November 10, 2025 Filed Nov 13, 2025 00:51 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 50,920 | $30.04 | $1,529,636.80 |
DisclosureSEC source: 0001470831-25-000310 · wk-form4_1762995098.xml · nonDerivative · entry 2 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 651,296 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2025. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.00 to $30.575 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| November 10, 2025 Filed Nov 13, 2025 00:51 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 8,572 | $30.05 | $257,588.60 |
DisclosureSEC source: 0001470831-25-000310 · wk-form4_1762995098.xml · nonDerivative · entry 1 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins Trust Disclosed balance after: 169,204 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2025. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.00 to $30.56 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: Shares are owned directly by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 20:40 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GiftSeries A Common Stock | 20,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-25-000217 · wk-form4_1758141626.xml · nonDerivative · entry 3 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 702,216 F6 · kind: Represents a bona fide gift of 20,260 shares of stock from the Reporting Person to a donor-advised fund pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2025. F5 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 20:40 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 67,524 | $31.73 | $2,142,536.52 |
DisclosureSEC source: 0001470831-25-000217 · wk-form4_1758141626.xml · nonDerivative · entry 2 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 722,476 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2025. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.15 to $31.98 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 20:40 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 22,224 | $31.65 | $703,389.60 |
DisclosureSEC source: 0001470831-25-000217 · wk-form4_1758141626.xml · nonDerivative · entry 1 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Hodgkins Trust Disclosed balance after: 177,776 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2025. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.07 to $31.965 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: Shares are owned directly by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 22:08 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 990,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-25-000196 · wk-form4_1757714934.xml · derivative · entry 5 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,999,106 Underlying: Series A Common Stock · 990,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 22:08 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GiftSeries A Common Stock | 790,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-25-000196 · wk-form4_1757714934.xml · nonDerivative · entry 4 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Hodgkins LLC Disclosed balance after: 790,000 F2 · kind: On September 11, 2025, the Reporting Person transferred 200,000 shares of Series A Common Stock to Hodgkins Trust and 790,000 shares of Series A Common Stock to Hodgkins LLC for estate planning purposes, in each case for no consideration. F4 · ownership.nature: Shares held by Hodgkins LLC, of which the Reporting Person serves as manager. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 22:08 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GiftSeries A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-25-000196 · wk-form4_1757714934.xml · nonDerivative · entry 3 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Hodgkins Trust Disclosed balance after: 200,000 F2 · kind: On September 11, 2025, the Reporting Person transferred 200,000 shares of Series A Common Stock to Hodgkins Trust and 790,000 shares of Series A Common Stock to Hodgkins LLC for estate planning purposes, in each case for no consideration. F3 · ownership.nature: Shares are owned directly by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 22:08 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GiftSeries A Common Stock | 990,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-25-000196 · wk-form4_1757714934.xml · nonDerivative · entry 2 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · kind: On September 11, 2025, the Reporting Person transferred 200,000 shares of Series A Common Stock to Hodgkins Trust and 790,000 shares of Series A Common Stock to Hodgkins LLC for estate planning purposes, in each case for no consideration. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 22:08 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 990,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001470831-25-000196 · wk-form4_1757714934.xml · nonDerivative · entry 1 Hallen Ed · CIK 0001991125 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 990,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.