Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Klaviyo, Inc.KVYO · Entity 3775 | Chief Legal Officer | August 28, 2026 | September 02, 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 August 28, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Common StockSEC Table I · non-derivative | Direct | 485,969 |
Reported balance
After 2026-08-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-28 · Sale · Disposed 53,473 · Balance 485,969 F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 21, 2025. F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $20.00 to $20.15 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. |
| Series A Common StockSEC Table I · non-derivative | Direct | 477,866 |
Reported balance
After 2026-08-31 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-31 · Sale · Disposed 8,103 · Balance 477,866 F3: 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 $19.95 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. F5: Consists of (i) 50,886 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), (ii) 297,110 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement, and (iii) 129,870 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. |
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 August 21, 2025.
F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $20.00 to $20.15 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: 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 $19.95 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.
F5: Consists of (i) 50,886 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), (ii) 297,110 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement, and (iii) 129,870 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.
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 |
|---|---|---|---|---|---|---|
| November 18, 2024 Filed Nov 19, 2024 23:11 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000113 · wk-form4_1732057869.xml · derivative · entry 6 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 199,486 Underlying: Series A Common Stock · 40,000 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. F2 · derivative.exercise_price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into 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. F4 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024. F2 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into 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. F2 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into 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. F7 · balance_after: Consists of (i) 101,986 shares of Series B Common Stock and (ii) 97,500 unvested RSUs awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| November 18, 2024 Filed Nov 19, 2024 23:11 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 40,000 | $34.56 | $1,382,400.00 |
DisclosureSEC source: 0001835830-24-000113 · wk-form4_1732057869.xml · nonDerivative · entry 4 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 236,621 F4 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $34.13 to $34.99 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. F6 · balance_after: Consists of (i) 17,656 shares of Series A Common Stock and (ii) 218,965 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| November 18, 2024 Filed Nov 19, 2024 23:11 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 40,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000113 · wk-form4_1732057869.xml · nonDerivative · entry 3 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 276,621 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. F4 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024. F2 · price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into 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 |
| November 15, 2024 Filed Nov 19, 2024 23:11 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 16,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000113 · wk-form4_1732057869.xml · derivative · entry 5 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 239,486 Underlying: Series A Common Stock · 16,666 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. F2 · derivative.exercise_price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into 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 · kind: Represents 16,666 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), in connection with tax withholding obligations related to the vesting and settlement of restricted stock units ("RSUs"). F2 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into 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. F2 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into 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 |
| November 15, 2024 Filed Nov 19, 2024 23:11 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Tax withholdingSeries A Common Stock | 25,788 | $35.16 | $906,706.08 |
DisclosureSEC source: 0001835830-24-000113 · wk-form4_1732057869.xml · nonDerivative · entry 2 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 236,621 F3 · kind: Represents shares of Series A Common Stock withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of RSUs. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 23:11 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 16,666 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000113 · wk-form4_1732057869.xml · nonDerivative · entry 1 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 262,409 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 · kind: Represents 16,666 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), in connection with tax withholding obligations related to the vesting and settlement of restricted stock units ("RSUs"). F2 · price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into 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 |
| August 26, 2024 Filed Aug 28, 2024 21:19 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 16,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000091 · wk-form4_1724879944.xml · derivative · entry 3 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 256,152 Underlying: Series A Common Stock · 16,216 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. F2 · derivative.exercise_price: Each share of 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 Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares 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 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 17, 2023. F2 · derivative.exercise_date: Each share of 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 Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares 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. F2 · derivative.expiration_date: Each share of 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 Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares 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. F5 · balance_after: Consists of (i) 125,768 shares of Series B Common Stock and (ii) 130,384 unvested RSUs awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 21:19 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 21,764 | $32.28 | $702,541.92 |
DisclosureSEC source: 0001835830-24-000091 · wk-form4_1724879944.xml · nonDerivative · entry 2 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 245,743 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 17, 2023. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $32.00 to $32.63 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. F4 · balance_after: Consists of (i) 8,781 shares of Series A Common Stock and (ii) 236,962 unvested restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 21:19 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 16,216 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000091 · wk-form4_1724879944.xml · nonDerivative · entry 1 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 267,507 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 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 17, 2023. F2 · price: Each share of 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 Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares 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 |
| August 15, 2024 Filed Aug 16, 2024 23:50 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 16,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000089 · wk-form4_1723852199.xml · derivative · entry 3 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,368 Underlying: Series A Common Stock · 16,667 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. F2 · derivative.exercise_price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into shares 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 · kind: Represents 16,667 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), in connection with tax withholding obligations related to the vesting and settlement of restricted stock units ("RSUs"). F2 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into shares 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. F2 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into shares 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. F5 · balance_after: Consists of (i) 141,984 shares of Series B Common Stock and (ii) 130,384 unvested RSUs awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 23:50 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Tax withholdingSeries A Common Stock | 25,789 | $31.83 | $820,863.87 |
DisclosureSEC source: 0001835830-24-000089 · wk-form4_1723852199.xml · nonDerivative · entry 2 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,291 F3 · kind: Represents shares of Series A Common Stock withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of RSUs. F4 · balance_after: Consists of (i) 14,329 shares of Series A Common Stock and (ii) 236,962 unvested RSUs awarded under the Issuer's 2023 Stock Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 23:50 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 16,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000089 · wk-form4_1723852199.xml · nonDerivative · entry 1 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,080 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 · kind: Represents 16,667 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), in connection with tax withholding obligations related to the vesting and settlement of restricted stock units ("RSUs"). F2 · price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into shares 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 |
| August 09, 2024 Filed Aug 9, 2024 23:31 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 16,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001991399-24-000004 · wk-form4_1723246270.xml · derivative · entry 3 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 289,035 Underlying: Series A Common Stock · 16,218 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 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 Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares 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 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 Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares 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 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 Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares 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. F5 · balance_after: Consists of (i) 125,768 shares of Series B Common Stock and (ii) 163,267 unvested RSUs awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 23:31 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 21,766 | $30.02 | $653,415.32 |
DisclosureSEC source: 0001991399-24-000004 · wk-form4_1723246270.xml · nonDerivative · entry 2 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 260,413 F2 · kind: These sales were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 17, 2023. F3 · 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 $30.25 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 · balance_after: Consists of (i) 5,454 shares of Series A Common Stock and (ii) 254,959 unvested restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 23:31 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 16,218 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001991399-24-000004 · wk-form4_1723246270.xml · nonDerivative · entry 1 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 282,179 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 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 Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares 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 |
| May 15, 2024 Filed May 17, 2024 20:26 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 16,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001991399-24-000002 · wk-form4_1715977576.xml · derivative · entry 3 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,253 Underlying: Series A Common Stock · 16,666 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. F2 · derivative.exercise_price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into 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 · kind: Represents 16,666 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 25,788 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into 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. F2 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into 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. F4 · balance_after: Consists of (i) 141,986 shares of Series B Common Stock and (ii) 163,267 unvested RSUs awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:26 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Tax withholdingSeries A Common Stock | 25,788 | $24.80 | $639,542.40 |
DisclosureSEC source: 0001991399-24-000002 · wk-form4_1715977576.xml · nonDerivative · entry 2 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 265,961 F1 · kind: Represents 16,666 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 25,788 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F3 · balance_after: Consists of (i) 11,002 shares of Series A Common Stock and (ii) 254,959 unvested RSUs awarded under the Issuer's 2023 Stock Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:26 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 16,666 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001991399-24-000002 · wk-form4_1715977576.xml · nonDerivative · entry 1 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291,749 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 · kind: Represents 16,666 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 25,788 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into 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 |
| April 15, 2024 Filed Apr 17, 2024 20:21 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GrantSeries A Common Stock | 107,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000035 · wk-form4_1713385310.xml · nonDerivative · entry 1 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,083 F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest as follows: (i) 50% of the RSUs will vest in eight equal quarterly installments, with the first such installment vesting on May 15, 2024, and (ii) thereafter the remaining 50% of the RSUs will vest in four equal quarterly installments, subject to the Reporting Person's continued service on each such vesting date. F2 · balance_after: Consists of (i) 2,127 shares of Series A Common Stock and (ii) 272,956 unvested RSUs awarded under the Issuer's 2023 Stock Incentive Plan. Read SEC document |
| April 05, 2024 Filed Apr 8, 2024 23:15 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 3,545 | $24.15 | $85,611.75 |
DisclosureSEC source: 0001835830-24-000030 · wk-form4_1712618133.xml · nonDerivative · entry 1 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 167,127 F1 · kind: These sales were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted on November 17, 2023. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.95 to $24.33. 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 · balance_after: Consists of (i) 2,127 shares of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 165,000 unvested restricted stock units awarded under the Issuer's 2023 Stock Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| April 02, 2024 Filed Apr 3, 2024 22:17 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 23,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000028 · wk-form4_1712182640.xml · derivative · entry 3 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 321,919 Underlying: Series A Common Stock · 23,216 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 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 Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into 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 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 Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into 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 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 Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into 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. F5 · balance_after: Consists of (i) 125,768 shares of Series B Common Stock and (ii) 196,151 unvested RSUs awarded under the 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| April 02, 2024 Filed Apr 3, 2024 22:17 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 28,613 | $24.94 | $713,608.22 |
DisclosureSEC source: 0001835830-24-000028 · wk-form4_1712182640.xml · nonDerivative · entry 2 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 170,672 F2 · kind: These sales were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted on November 17, 2023. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.45 to $25.18. 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 · balance_after: Consists of (i) 5,672 shares of Series A Common Stock and (ii) 165,000 unvested restricted stock units ("RSUs") awarded under the 2023 Stock Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| April 02, 2024 Filed Apr 3, 2024 22:17 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 23,216 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000028 · wk-form4_1712182640.xml · nonDerivative · entry 1 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 199,285 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 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 Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into 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 |
| February 15, 2024 Filed Feb 16, 2024 21:49 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 13,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000006 · wk-form4_1708120138.xml · derivative · entry 3 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,497 Underlying: Series A Common Stock · 13,305 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. F2 · derivative.exercise_price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into 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 · kind: Represents 13,305 shares of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 17,470 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into 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. F2 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into 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. F4 · balance_after: Amount consists of (a) 152,346 shares of Series B Common Stock and (b) 196,151 unvested RSUs awarded under the 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 21:49 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Tax withholdingSeries A Common Stock | 17,470 | $29.71 | $519,033.70 |
DisclosureSEC source: 0001835830-24-000006 · wk-form4_1708120138.xml · nonDerivative · entry 2 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,757 F1 · kind: Represents 13,305 shares of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 17,470 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F3 · balance_after: Consists of (i) 12,757 shares of Series A Common Stock and (ii) 165,000 unvested RSUs awarded under the 2023 Stock Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 21:49 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 13,305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000006 · wk-form4_1708120138.xml · nonDerivative · entry 1 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,227 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 · kind: Represents 13,305 shares of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 17,470 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into 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 |
| February 15, 2024 Filed Feb 21, 2024 02:27 UTC Amendment | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 16,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000012 · wk-form4a_1708482403.xml · derivative · entry 3 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 345,135 Underlying: Series A Common Stock · 16,667 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. F2 · derivative.exercise_price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into 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 · kind: Represents 16,667 shares of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 22,520 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into 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. F2 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into 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. F4 · balance_after: Consists of (i) 148,984 shares of Series B Common Stock and (ii) 196,151 unvested RSUs awarded under the 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 02:27 UTC Amendment | Klaviyo, Inc. KVYO · Entity 3775 | Tax withholdingSeries A Common Stock | 22,520 | $29.71 | $669,069.20 |
DisclosureSEC source: 0001835830-24-000012 · wk-form4a_1708482403.xml · nonDerivative · entry 2 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,069 F1 · kind: Represents 16,667 shares of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 22,520 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F3 · balance_after: Consists of (i) 11,069 shares of Series A Common Stock and (ii) 165,000 unvested RSUs awarded under the 2023 Stock Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 02:27 UTC Amendment | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 16,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000012 · wk-form4a_1708482403.xml · nonDerivative · entry 1 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,589 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 · kind: Represents 16,667 shares of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 22,520 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into 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 |
| November 15, 2023 Filed Nov 17, 2023 22:03 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 16,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-23-000012 · wk-form4_1700258568.xml · derivative · entry 3 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 361,802 Underlying: Series A Common Stock · 16,305 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. F2 · derivative.exercise_price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into 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. F2 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into 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. F2 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into 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. F4 · balance_after: Consists of (a) 132,768 shares of Series B Common Stock and (b) 229,034 unvested RSUs awarded under the 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 22:03 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Tax withholdingSeries A Common Stock | 21,883 | $28.70 | $628,042.10 |
DisclosureSEC source: 0001835830-23-000012 · wk-form4_1700258568.xml · nonDerivative · entry 2 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,922 F1 · kind: Represents 16,305 shares of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 21,883 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F3 · balance_after: Consists of (i) 5,672 shares of Series A Common Stock and (ii) 176,250 unvested RSUs awarded under the 2023 Stock Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 22:03 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 16,305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-23-000012 · wk-form4_1700258568.xml · nonDerivative · entry 1 Edmond Landon · CIK 0001991399 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,805 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 · kind: Represents 16,305 shares of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 21,883 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into 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.