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 |
|---|---|---|---|---|---|---|
| December 16, 2024 Filed Dec 18, 2024 21:38 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 4,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000122 · wk-form4_1734557915.xml · derivative · entry 5 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 642,586 Underlying: Series A Common Stock · 4,536 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 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 · 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. F2 · 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. F2 · 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. F7 · balance_after: Consists of (i) 78,154 shares of Series B Common Stock and (ii) 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 |
| December 16, 2024 Filed Dec 18, 2024 21:38 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 300 | $39.49 | $11,847.00 |
DisclosureSEC source: 0001835830-24-000122 · wk-form4_1734557915.xml · nonDerivative · entry 4 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 186,785 F1 · 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. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $39.42 to $39.54 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) 21,101 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 |
| December 16, 2024 Filed Dec 18, 2024 21:38 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 2,800 | $40.13 | $112,364.00 |
DisclosureSEC source: 0001835830-24-000122 · wk-form4_1734557915.xml · nonDerivative · entry 3 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 187,085 F1 · 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. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $39.59 to $40.54 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 |
| December 16, 2024 Filed Dec 18, 2024 21:38 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 1,436 | $41.42 | $59,479.12 |
DisclosureSEC source: 0001835830-24-000122 · wk-form4_1734557915.xml · nonDerivative · entry 2 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 189,885 F1 · 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 $41.16 to $41.72 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 |
| December 16, 2024 Filed Dec 18, 2024 21:38 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 4,536 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000122 · wk-form4_1734557915.xml · nonDerivative · entry 1 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 191,321 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2024. F2 · 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 |
| November 18, 2024 Filed Nov 19, 2024 23:12 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 4,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000114 · wk-form4_1732057965.xml · derivative · entry 6 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 647,122 Underlying: Series A Common Stock · 4,536 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F4 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2024. F2 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F7 · balance_after: Consists of (i) 82,690 shares of Series B Common Stock and (ii) 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 |
| November 18, 2024 Filed Nov 19, 2024 23:12 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 4,536 | $34.56 | $156,764.16 |
DisclosureSEC source: 0001835830-24-000114 · wk-form4_1732057965.xml · nonDerivative · entry 4 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 186,785 F4 · 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. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $34.21 to $34.88 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) 21,101 shares of Series A Common Stock and (ii) 165,684 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| November 18, 2024 Filed Nov 19, 2024 23:12 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 4,536 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000114 · wk-form4_1732057965.xml · nonDerivative · entry 3 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 191,321 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2024. F2 · price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 23:12 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 22,957 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000114 · wk-form4_1732057965.xml · derivative · entry 5 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 651,658 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. F2 · derivative.exercise_price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: Represents 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"). F2 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 23:12 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Tax withholdingSeries A Common Stock | 28,660 | $35.16 | $1,007,685.60 |
DisclosureSEC source: 0001835830-24-000114 · wk-form4_1732057965.xml · nonDerivative · entry 2 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 186,785 F3 · kind: Represents shares of Series A Common Stock withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of RSUs. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 23:12 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 22,957 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000114 · wk-form4_1732057965.xml · nonDerivative · entry 1 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 215,445 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 22,957 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"). F2 · price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 20:06 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 18,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000101 · wk-form4_1729195557.xml · derivative · entry 4 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 674,615 Underlying: Series A Common Stock · 18,114 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 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 · 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. F2 · 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. F2 · 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. F6 · balance_after: Consists of (i) 58,872 shares of Series B Common Stock and (ii) 615,743 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 |
| October 15, 2024 Filed Oct 17, 2024 20:06 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 2,000 | $36.58 | $73,160.00 |
DisclosureSEC source: 0001835830-24-000101 · wk-form4_1729195557.xml · nonDerivative · entry 3 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 192,488 F1 · 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. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $36.43 to $36.80 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · balance_after: Consists of (i) 14,059 shares of Series A Common Stock and (ii) 178,429 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 |
| October 15, 2024 Filed Oct 17, 2024 20:06 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 16,114 | $37.27 | $600,568.78 |
DisclosureSEC source: 0001835830-24-000101 · wk-form4_1729195557.xml · nonDerivative · entry 2 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 194,488 F1 · 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 $36.81 to $37.80 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 |
| October 15, 2024 Filed Oct 17, 2024 20:06 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 18,114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000101 · wk-form4_1729195557.xml · nonDerivative · entry 1 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 210,602 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2024. F2 · 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 |
| September 16, 2024 Filed Sep 18, 2024 21:39 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 18,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000094 · wk-form4_1726695553.xml · derivative · entry 3 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 692,729 Underlying: Series A Common Stock · 18,114 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2024. F2 · derivative.exercise_date: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F5 · balance_after: Consists of (i) 76,986 shares of Series B Common Stock and (ii) 615,743 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 |
| September 16, 2024 Filed Sep 18, 2024 21:39 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 18,114 | $31.24 | $565,881.36 |
DisclosureSEC source: 0001835830-24-000094 · wk-form4_1726695553.xml · nonDerivative · entry 2 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 192,488 F1 · 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 $30.65 to $31.57 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) 14,059 shares of Series A Common Stock and (ii) 178,429 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 |
| September 16, 2024 Filed Sep 18, 2024 21:39 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 18,114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000094 · wk-form4_1726695553.xml · nonDerivative · entry 1 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 210,602 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2024. F2 · price: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:26 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock | 3,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000172 · wk-form4_1724793897.xml · nonDerivative · entry 1 Rowland Stephen Eric · CIK 0001639368 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,871 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted on August 23, 2024 under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or the date of the 2025 Annual Meeting of Stockholders. Read SEC document |
| August 16, 2024 Filed Aug 16, 2024 23:46 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 18,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000086 · wk-form4_1723851972.xml · derivative · entry 6 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 710,843 Underlying: Series A Common Stock · 18,114 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. F4 · 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. 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. F7 · balance_after: Consists of (i) 95,100 shares of Series B Common Stock and (ii) 615,743 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 16, 2024 Filed Aug 16, 2024 23:46 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 18,114 | $31.67 | $573,670.38 |
DisclosureSEC source: 0001835830-24-000086 · wk-form4_1723851972.xml · nonDerivative · entry 4 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 192,488 F4 · 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. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.42 to $31.82 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) 14,059 shares of Series A Common Stock and (ii) 178,429 unvested RSUs awarded under the Issuer's 2023 Stock Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| August 16, 2024 Filed Aug 16, 2024 23:46 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 18,114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000086 · wk-form4_1723851972.xml · nonDerivative · entry 3 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 210,602 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 6, 2024. F2 · price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 23:46 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 92,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000086 · wk-form4_1723851972.xml · derivative · entry 5 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 728,957 Underlying: Series A Common Stock · 92,033 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 92,033 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 |
| August 15, 2024 Filed Aug 16, 2024 23:46 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Tax withholdingSeries A Common Stock | 97,748 | $31.83 | $3,111,318.84 |
DisclosureSEC source: 0001835830-24-000086 · wk-form4_1723851972.xml · nonDerivative · entry 2 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 192,488 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, 2024 Filed Aug 16, 2024 23:46 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 92,033 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000086 · wk-form4_1723851972.xml · nonDerivative · entry 1 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 290,236 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 92,033 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 |
| May 15, 2024 Filed May 17, 2024 20:36 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Tax withholdingSeries A Common Stock | 5,715 | $24.80 | $141,732.00 |
DisclosureSEC source: 0001835830-24-000059 · wk-form4_1715978177.xml · nonDerivative · entry 1 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,203 F1 · kind: Represents 5,715 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Consists of (i) 7,029 shares of Series A Common Stock and (ii) 191,174 unvested RSUs awarded under the Issuer's 2023 Stock Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 20:21 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GrantSeries A Common Stock | 203,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000034 · wk-form4_1713385279.xml · nonDerivative · entry 1 Rowland Stephen Eric · CIK 0001639368 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,918 F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest as follows: (i) 50% of the RSUs will vest in eight equal quarterly installments, with the first such installment vesting on May 15, 2024, and (ii) thereafter the remaining 50% of the RSUs will vest in four equal quarterly installments, subject to the Reporting Person's continued service on each such vesting date. F2 · balance_after: Consists of 203,918 unvested RSUs awarded under the Issuer's 2023 Stock Incentive Plan. Read SEC document |
| August 23, 2023 Filed Aug 25, 2023 20:16 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock | 4,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-23-000160 · wf-form4_169299455960774.xml · nonDerivative · entry 1 Rowland Stephen Eric · CIK 0001639368 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,890 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted on August 23, 2023 under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or the date of the 2024 Annual Meeting of Stockholders. Read SEC document |
| August 24, 2022 Filed Aug 26, 2022 20:25 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock | 5,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-22-000106 · wf-form4_166154548334934.xml · nonDerivative · entry 1 Rowland Stephen Eric · CIK 0001639368 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,600 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted on August 24, 2022 under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or on the date of the 2023 Annual Meeting of Stockholders. Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 20:18 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-21-000099 · wf-form4_163035471210477.xml · nonDerivative · entry 1 Rowland Stephen Eric · CIK 0001639368 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,410 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted on August 26, 2021 under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or on the date of the 2022 Annual Meeting of Stockholders. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 21:23 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock | 6,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-21-000078 · wf-form4_162672977142945.xml · nonDerivative · entry 1 Rowland Stephen Eric · CIK 0001639368 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,900 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Dynatrace, Inc. 2019 Equity Incentive Plan on July 15, 2021. Each RSU represents the right to receive one share of Common Stock, 25% of which shall vest on July 15, 2022, with the remainder vesting in 12 equal quarterly installments thereafter. 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.