Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dynatrace, Inc.DT · Entity 697 | Director | August 26, 2026 | August 27, 2026 |
| Klaviyo, Inc.KVYO · Entity 3775 | President | December 15, 2025 | December 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,458 |
Reported balance
After 2026-08-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Common StockSEC Table I · non-derivative | Direct | 437,485 |
Reported balance
After 2025-12-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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-derivative | Direct | 434,294 |
Reported balance
After 2025-12-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. 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.