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person · Reporting owner

Rowland Stephen Eric

Disclosed activity across 2 companies

Tapewire entity
19001
SEC CIK
0001639368

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Reported relationships

Latest disclosed role at each company.

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

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

Dynatrace, Inc.

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

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

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

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

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

Filing footnotes · ownership attribution and instrument terms

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

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

Klaviyo, Inc.

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

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

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

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

F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $29.38 to $30.35 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Series A Common StockSEC Table I · non-derivativeDirect434,294 Reported balance After 2025-12-15 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

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

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

F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $28.83 to $29.33 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F4: Consists of (i) 150,495 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 283,799 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.

Filing footnotes · ownership attribution and instrument terms

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

F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $29.38 to $30.35 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $28.83 to $29.33 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F4: Consists of (i) 150,495 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 283,799 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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August 23, 2024 Filed Aug 27, 2024 21:26 UTC Dynatrace, Inc. DT · Entity 697 GrantCommon Stock 3,981 $0.00 $0.00
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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August 23, 2023 Filed Aug 25, 2023 20:16 UTC Dynatrace, Inc. DT · Entity 697 GrantCommon Stock 4,290 $0.00 $0.00
Disclosure

SEC 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.

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August 24, 2022 Filed Aug 26, 2022 20:25 UTC Dynatrace, Inc. DT · Entity 697 GrantCommon Stock 5,190 $0.00 $0.00
Disclosure

SEC 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.

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August 26, 2021 Filed Aug 30, 2021 20:18 UTC Dynatrace, Inc. DT · Entity 697 GrantCommon Stock 510 $0.00 $0.00
Disclosure

SEC 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.

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July 15, 2021 Filed Jul 19, 2021 21:23 UTC Dynatrace, Inc. DT · Entity 697 GrantCommon Stock 6,900 $0.00 $0.00
Disclosure

SEC 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.

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