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Rowland Stephen Eric

Disclosed activity across 2 companies

Tapewire entity
19001
SEC CIK
0001639368

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Dynatrace, Inc.DT · Entity 697DirectorAugust 26, 2026August 27, 2026
Klaviyo, Inc.KVYO · Entity 3775PresidentDecember 15, 2025December 17, 2025

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.

Dynatrace, Inc.

Report date August 26, 2026 · Filed August 27, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect4,458 Reported balance After 2026-08-26 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-08-26 · Grant · Acquired 4,458 · Balance 4,458

F1: Each time-based restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

F2: Represents the grant of RSUs under the Issuer's 2019 Equity Incentive Plan, as amended, and the Amended and Restated Non-Employee Director Compensation Policy. 100% of the RSUs granted will vest on the earlier of the one year anniversary of the date of grant (August 26, 2027) and the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director of the Issuer on the applicable vesting date.

Filing footnotes · ownership attribution and instrument terms

F1: Each time-based restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

F2: Represents the grant of RSUs under the Issuer's 2019 Equity Incentive Plan, as amended, and the Amended and Restated Non-Employee Director Compensation Policy. 100% of the RSUs granted will vest on the earlier of the one year anniversary of the date of grant (August 26, 2027) and the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director of the Issuer on the applicable vesting date.

Klaviyo, Inc.

Report date December 15, 2025 · Filed December 17, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Series A Common StockSEC Table I · non-derivativeDirect437,485 Reported balance After 2025-12-15 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2025-12-15 · Sale · Disposed 3,913 · Balance 437,485

F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 22, 2024.

F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $29.38 to $30.35 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-derivativeDirect434,294 Reported balance After 2025-12-15 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2025-12-15 · Sale · Disposed 3,191 · Balance 434,294

F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 22, 2024.

F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $28.83 to $29.33 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: Consists of (i) 150,495 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 283,799 unvested restricted stock units 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.

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 November 22, 2024.

F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $29.38 to $30.35 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: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $28.83 to $29.33 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: Consists of (i) 150,495 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 283,799 unvested restricted stock units 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.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
August 26, 2026 Filed Aug 27, 2026 21:29 UTC Dynatrace, Inc. DT · Entity 697 GrantRestricted Stock Units · Derivative 4,458 $0.00 $0.00
Disclosure

SEC source: 0001639368-26-000004 · wk-form4_1787866146.xml · derivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,458

Underlying: Common Stock · 4,458 shares

Expires not disclosed

F1 · derivative.exercise_price: Each time-based restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

F2 · derivative.exercise_date: Represents the grant of RSUs under the Issuer's 2019 Equity Incentive Plan, as amended, and the Amended and Restated Non-Employee Director Compensation Policy. 100% of the RSUs granted will vest on the earlier of the one year anniversary of the date of grant (August 26, 2027) and the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director of the Issuer on the applicable vesting date.

F1 · derivative.expiration_date: Each time-based restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
August 20, 2026 Filed Aug 24, 2026 21:15 UTC Dynatrace, Inc. DT · Entity 697 Exercise / conversionRestricted Stock Units · Derivative 4,111 $0.00 $0.00
Disclosure

SEC source: 0001639368-26-000002 · wk-form4_1787606127.xml · derivative · entry 2

Rowland Stephen Eric · CIK 0001639368 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,111 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 time-based restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

F2 · derivative.exercise_date: Represents the vesting of RSUs granted on August 20, 2025 under the Issuer's 2019 Equity Incentive Plan, as amended, and the Amended and Restated Non-Employee Director Compensation Policy. 100% of these RSUs vested on August 20, 2026, which was the earlier of the one-year anniversary of the date of grant (August 20, 2026) and the date of the Issuer's 2026 Annual Meeting of Stockholders (scheduled to be held on August 26, 2026).

F1 · derivative.expiration_date: Each time-based restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
August 20, 2026 Filed Aug 24, 2026 21:15 UTC Dynatrace, Inc. DT · Entity 697 Exercise / conversionCommon Stock 4,111 Not disclosed Not disclosed
Disclosure

SEC source: 0001639368-26-000002 · wk-form4_1787606127.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,982

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: Each time-based restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

F1 · price: Each time-based restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 22:21 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 3,191 $29.01 $92,570.91
Disclosure

SEC source: 0001470831-25-000427 · wk-form4_1766010077.xml · nonDerivative · entry 2

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 434,294

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 22, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $28.83 to $29.33 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) 150,495 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 283,799 unvested restricted stock units 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
December 15, 2025 Filed Dec 17, 2025 22:21 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 3,913 $29.81 $116,646.53
Disclosure

SEC source: 0001470831-25-000427 · wk-form4_1766010077.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 437,485

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 22, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $29.38 to $30.35 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.

Read SEC document
November 17, 2025 Filed Nov 18, 2025 21:12 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 28,457 $0.00 $0.00
Disclosure

SEC source: 0001470831-25-000338 · wk-form4_1763500355.xml · derivative · entry 6

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 359,184

Underlying: Series A Common Stock · 28,457 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 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.

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 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.

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 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.

F7 · balance_after: Consists of 359,184 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 17, 2025 Filed Nov 18, 2025 21:12 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 7,104 $27.39 $194,578.56
Disclosure

SEC source: 0001470831-25-000338 · wk-form4_1763500355.xml · nonDerivative · entry 4

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 441,398

F4 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 22, 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 $26.96 to $27.86 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) 157,599 shares of Series A Common Stock and (ii) 283,799 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 17, 2025 Filed Nov 18, 2025 21:12 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 28,457 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-25-000338 · wk-form4_1763500355.xml · nonDerivative · entry 3

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 448,502

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 · 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 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
November 15, 2025 Filed Nov 18, 2025 21:12 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 22,855 $0.00 $0.00
Disclosure

SEC source: 0001470831-25-000338 · wk-form4_1763500355.xml · derivative · entry 5

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 387,641

Underlying: Series A Common Stock · 22,855 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 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 · kind: Represents 22,855 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 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.

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 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
November 15, 2025 Filed Nov 18, 2025 21:12 UTC Klaviyo, Inc. KVYO · Entity 3775 Tax withholdingSeries A Common Stock 34,326 $28.61 $982,066.86
Disclosure

SEC source: 0001470831-25-000338 · wk-form4_1763500355.xml · nonDerivative · entry 2

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 420,045

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, 2025 Filed Nov 18, 2025 21:12 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 22,855 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-25-000338 · wk-form4_1763500355.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 454,371

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 22,855 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 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
October 15, 2025 Filed Oct 16, 2025 20:11 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 7,105 $24.35 $173,006.75
Disclosure

SEC source: 0001470831-25-000262 · wk-form4_1760645504.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 431,516

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 22, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.87 to $24.85 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 · balance_after: Consists of (i) 121,965 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 309,551 unvested restricted stock units 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
September 15, 2025 Filed Sep 17, 2025 20:15 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 200 $31.24 $6,248.00
Disclosure

SEC source: 0001470831-25-000210 · wk-form4_1758140127.xml · nonDerivative · entry 2

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 438,621

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 22, 2024.

F3 · balance_after: Consists of (i) 129,070 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 309,551 unvested restricted stock units 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
September 15, 2025 Filed Sep 17, 2025 20:15 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 6,905 $31.90 $220,269.50
Disclosure

SEC source: 0001470831-25-000210 · wk-form4_1758140127.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 438,821

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 22, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.43 to $32.27 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.

Read SEC document
August 20, 2025 Filed Aug 21, 2025 20:07 UTC Dynatrace, Inc. DT · Entity 697 GrantRestricted Stock Units · Derivative 4,111 $0.00 $0.00
Disclosure

SEC source: 0001773383-25-000167 · wk-form4_1755806870.xml · derivative · entry 3

Rowland Stephen Eric · CIK 0001639368 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,111

Underlying: Common Stock · 4,111 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

F3 · derivative.exercise_date: Represents the grant of RSUs. 100% of the RSUs granted will vest on the earlier of the one year anniversary of the date of grant (August 20, 2026) and the date of the Issuer's 2026 Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director of the Issuer on the applicable vesting date.

F1 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
August 20, 2025 Filed Aug 21, 2025 20:07 UTC Dynatrace, Inc. DT · Entity 697 Exercise / conversionRestricted Stock Units · Derivative 3,981 $0.00 $0.00
Disclosure

SEC source: 0001773383-25-000167 · wk-form4_1755806870.xml · derivative · entry 2

Rowland Stephen Eric · CIK 0001639368 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,981 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 RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

F2 · derivative.exercise_date: As previously reported on August 27, 2024, these RSUs were granted on August 23, 2024. 100% of the RSUs granted vested on August 20, 2025, which was the earlier of the one year anniversary of the date of grant (August 23, 2025) and the date of the Issuer's 2025 Annual Meeting of Stockholders (which was held on August 20, 2025).

F1 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
August 20, 2025 Filed Aug 21, 2025 20:07 UTC Dynatrace, Inc. DT · Entity 697 Exercise / conversionCommon Stock 3,981 Not disclosed Not disclosed
Disclosure

SEC source: 0001773383-25-000167 · wk-form4_1755806870.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,871

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 RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
August 18, 2025 Filed Aug 20, 2025 00:47 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 28,457 $0.00 $0.00
Disclosure

SEC source: 0001470831-25-000140 · wk-form4_1755650858.xml · derivative · entry 6

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 410,496

Underlying: Series A Common Stock · 28,457 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 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.

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 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.

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 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.

F7 · balance_after: Consists of 410,496 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 18, 2025 Filed Aug 20, 2025 00:47 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 7,105 $31.46 $223,523.30
Disclosure

SEC source: 0001470831-25-000140 · wk-form4_1755650858.xml · nonDerivative · entry 4

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 445,726

F4 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 22, 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 $31.20 to $31.77 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.

F6 · balance_after: Consists of (i) 136,175 shares of Series A Common Stock and (ii) 309,551 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
August 18, 2025 Filed Aug 20, 2025 00:47 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 28,457 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-25-000140 · wk-form4_1755650858.xml · nonDerivative · entry 3

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 452,831

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 · 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 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
August 15, 2025 Filed Aug 20, 2025 00:47 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 22,855 $0.00 $0.00
Disclosure

SEC source: 0001470831-25-000140 · wk-form4_1755650858.xml · derivative · entry 5

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 438,953

Underlying: Series A Common Stock · 22,855 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 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 · kind: Represents 22,855 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 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.

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 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.

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August 15, 2025 Filed Aug 20, 2025 00:47 UTC Klaviyo, Inc. KVYO · Entity 3775 Tax withholdingSeries A Common Stock 34,326 $31.43 $1,078,866.18
Disclosure

SEC source: 0001470831-25-000140 · wk-form4_1755650858.xml · nonDerivative · entry 2

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 424,374

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
August 15, 2025 Filed Aug 20, 2025 00:47 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 22,855 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-25-000140 · wk-form4_1755650858.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 458,700

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 22,855 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 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
July 15, 2025 Filed Jul 16, 2025 20:14 UTC Dynatrace, Inc. DT · Entity 697 Exercise / conversionRestricted Stock Units · Derivative 431 $0.00 $0.00
Disclosure

SEC source: 0001773383-25-000144 · wk-form4_1752696874.xml · derivative · entry 5

Rowland Stephen Eric · CIK 0001639368 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 431 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.

F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

F4 · derivative.exercise_date: As previously reported on July 19, 2021, these RSUs were granted on July 15, 2021. 25% of the RSUs granted vested on July 15, 2022 and the balance of the RSUs vested in equal quarterly installments thereafter until fully vested on July 15, 2025.

F3 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
July 15, 2025 Filed Jul 16, 2025 20:14 UTC Dynatrace, Inc. DT · Entity 697 Exercise / conversionCommon Stock 431 Not disclosed Not disclosed
Disclosure

SEC source: 0001773383-25-000144 · wk-form4_1752696874.xml · nonDerivative · entry 2

Rowland Stephen Eric · CIK 0001639368 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,890

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.

F3 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.

Read SEC document
July 15, 2025 Filed Jul 16, 2025 21:59 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 7,079 $31.56 $223,413.24
Disclosure

SEC source: 0001470831-25-000093 · wk-form4_1752703165.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 435,845

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 22, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.22 to $31.96 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 · balance_after: Consists of (i) 100,542 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 335,303 unvested restricted stock units 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
June 16, 2025 Filed Jun 17, 2025 20:33 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 300 $33.82 $10,146.00
Disclosure

SEC source: 0001835830-25-000072 · wk-form4_1750192396.xml · nonDerivative · entry 2

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 442,924

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 22, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $33.81 to $33.85 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) 107,621 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 335,303 unvested restricted stock units 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
June 16, 2025 Filed Jun 17, 2025 20:33 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 6,779 $34.59 $234,485.61
Disclosure

SEC source: 0001835830-25-000072 · wk-form4_1750192396.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 443,224

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 22, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $33.93 to $34.92 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.

Read SEC document
May 16, 2025 Filed May 17, 2025 00:46 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 7,079 $34.86 $246,773.94
Disclosure

SEC source: 0001835830-25-000057 · wk-form4_1747442766.xml · nonDerivative · entry 6

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 450,003

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 22, 2024

F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $34.50 to $35.37 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.

F8 · balance_after: Consists of (i) 114,700 shares of Series A Common Stock and (ii) 335,303 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
May 15, 2025 Filed May 17, 2025 00:46 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 28,355 $0.00 $0.00
Disclosure

SEC source: 0001835830-25-000057 · wk-form4_1747442766.xml · derivative · entry 8

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 461,808

Underlying: Series A Common Stock · 28,355 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.

F5 · 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 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.

F5 · 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 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.

F5 · 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 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.

F9 · balance_after: Consists of 461,808 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, 2025 Filed May 17, 2025 00:46 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 22,957 $0.00 $0.00
Disclosure

SEC source: 0001835830-25-000057 · wk-form4_1747442766.xml · derivative · entry 7

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 490,163

Underlying: Series A Common Stock · 22,957 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.

F5 · 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 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.

F4 · kind: Represents 22,957 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").

F5 · 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 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.

F5 · 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 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
May 15, 2025 Filed May 17, 2025 00:46 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 28,355 Not disclosed Not disclosed
Disclosure

SEC source: 0001835830-25-000057 · wk-form4_1747442766.xml · nonDerivative · entry 5

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 457,082

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.

F5 · 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 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
May 15, 2025 Filed May 17, 2025 00:46 UTC Klaviyo, Inc. KVYO · Entity 3775 Tax withholdingSeries A Common Stock 34,480 $34.90 $1,203,352.00
Disclosure

SEC source: 0001835830-25-000057 · wk-form4_1747442766.xml · nonDerivative · entry 4

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 428,727

F6 · 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
May 15, 2025 Filed May 17, 2025 00:46 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 22,957 Not disclosed Not disclosed
Disclosure

SEC source: 0001835830-25-000057 · wk-form4_1747442766.xml · nonDerivative · entry 3

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 463,207

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: Represents 22,957 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").

F5 · 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 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
May 15, 2025 Filed May 17, 2025 00:46 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 500 $34.19 $17,095.00
Disclosure

SEC source: 0001835830-25-000057 · wk-form4_1747442766.xml · nonDerivative · entry 2

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 440,250

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 22, 2024

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $33.89 to $34.47 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.

Read SEC document
May 15, 2025 Filed May 17, 2025 00:46 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 6,560 $35.06 $229,993.60
Disclosure

SEC source: 0001835830-25-000057 · wk-form4_1747442766.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 440,750

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 22, 2024

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $34.65 to $35.49 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.

Read SEC document
April 15, 2025 Filed Apr 16, 2025 21:14 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 7,060 $26.66 $188,219.60
Disclosure

SEC source: 0001835830-25-000035 · wk-form4_1744838083.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 447,310

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 22, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $26.45 to $27.00 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 · balance_after: Consists of (i) 86,255 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 361,055 unvested restricted stock units 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
March 17, 2025 Filed Mar 18, 2025 22:52 UTC Klaviyo, Inc. KVYO · Entity 3775 GrantSeries A Common Stock 208,116 $0.00 $0.00
Disclosure

SEC source: 0001835830-25-000030 · wk-form4_1742338314.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 454,370

F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and 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, 2025, 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) 93,315 shares of Series A Common Stock and (ii) 361,055 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
March 07, 2025 Filed Mar 8, 2025 00:27 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 14,603 $34.24 $500,006.72
Disclosure

SEC source: 0001835830-25-000027 · wk-form4_1741393635.xml · nonDerivative · entry 4

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 246,254

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 22, 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 $33.89 to $34.56 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.

F6 · balance_after: Consists of (i) 93,315 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 152,939 unvested restricted stock units 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
March 07, 2025 Filed Mar 8, 2025 00:27 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 11,699 $34.83 $407,476.17
Disclosure

SEC source: 0001835830-25-000027 · wk-form4_1741393635.xml · nonDerivative · entry 3

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 260,857

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 22, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $34.57 to $35.56 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.

Read SEC document
March 07, 2025 Filed Mar 8, 2025 00:27 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 5,528 $36.00 $199,008.00
Disclosure

SEC source: 0001835830-25-000027 · wk-form4_1741393635.xml · nonDerivative · entry 2

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 272,556

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 22, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.63 to $36.59 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.

Read SEC document
March 07, 2025 Filed Mar 8, 2025 00:27 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 4,880 $37.18 $181,438.40
Disclosure

SEC source: 0001835830-25-000027 · wk-form4_1741393635.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 278,084

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 22, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $36.61 to $37.60 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.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 22:49 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 28,264 $0.00 $0.00
Disclosure

SEC source: 0001835830-25-000020 · wk-form4_1740005345.xml · derivative · entry 5

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 513,120

Underlying: Series A Common Stock · 28,264 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.

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 513,120 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
February 15, 2025 Filed Feb 19, 2025 22:49 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 23,048 $0.00 $0.00
Disclosure

SEC source: 0001835830-25-000020 · wk-form4_1740005345.xml · derivative · entry 4

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 541,384

Underlying: Series A Common Stock · 23,048 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 23,048 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.

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February 15, 2025 Filed Feb 19, 2025 22:49 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 28,264 Not disclosed Not disclosed
Disclosure

SEC source: 0001835830-25-000020 · wk-form4_1740005345.xml · nonDerivative · entry 3

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 282,964

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 · 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.

F4 · balance_after: Consists of (i) 130,025 shares of Series A Common Stock and (ii) 152,939 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.

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February 15, 2025 Filed Feb 19, 2025 22:49 UTC Klaviyo, Inc. KVYO · Entity 3775 Tax withholdingSeries A Common Stock 28,751 $47.00 $1,351,297.00
Disclosure

SEC source: 0001835830-25-000020 · wk-form4_1740005345.xml · nonDerivative · entry 2

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 254,700

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.

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February 15, 2025 Filed Feb 19, 2025 22:49 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 23,048 Not disclosed Not disclosed
Disclosure

SEC source: 0001835830-25-000020 · wk-form4_1740005345.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 283,451

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 23,048 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.

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January 15, 2025 Filed Jan 17, 2025 21:09 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 78,154 $0.00 $0.00
Disclosure

SEC source: 0001835830-25-000005 · wk-form4_1737148168.xml · derivative · entry 3

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 564,432

Underlying: Series A Common Stock · 78,154 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 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 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 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 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 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 564,432 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.

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January 15, 2025 Filed Jan 17, 2025 21:09 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 4,536 $40.04 $181,621.44
Disclosure

SEC source: 0001835830-25-000005 · wk-form4_1737148168.xml · nonDerivative · entry 2

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 260,403

F2 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $39.53 to $40.48 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) 94,719 shares of Series A Common Stock and (ii) 165,684 unvested restricted stock units ("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.

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January 15, 2025 Filed Jan 17, 2025 21:09 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 78,154 Not disclosed Not disclosed
Disclosure

SEC source: 0001835830-25-000005 · wk-form4_1737148168.xml · nonDerivative · entry 1

Rowland Stephen Eric · CIK 0001639368 · President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 264,939

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 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.