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Whalen Amanda

Disclosed activity across 2 companies

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21993
SEC CIK
0001991131

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Klaviyo, Inc.KVYO · Entity 3775Chief Financial OfficerAugust 14, 2026August 19, 2026

Disclosed balances

About these balances

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

Klaviyo, Inc.

Report date August 14, 2026 · Filed August 19, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Series A Common StockSEC Table I · non-derivativeDirect824,192 Reported balance After 2026-08-14 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-08-14 · Sale · Disposed 14,000 · Balance 824,192

F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 21, 2025.

F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $18.25 to $18.82 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.

Series A Common StockSEC Table I · non-derivativeDirect795,242 Reported balance After 2026-08-15 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2026-08-15 · Tax withholding · Disposed 28,950 · Balance 795,242

F3: Represents 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").

F4: Consists of (i) 89,917 shares of Series A Common Stock; (ii) 478,053 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement; and (iii) 227,272 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.

Filing footnotes · ownership attribution and instrument terms

F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 21, 2025.

F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $18.25 to $18.82 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.

F3: Represents 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").

F4: Consists of (i) 89,917 shares of Series A Common Stock; (ii) 478,053 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement; and (iii) 227,272 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Taylor Morrison Home Corp

Report date July 24, 2026 · Filed July 27, 2026

Section 16 reporting ended · disclosed 2026-07-27. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Deferred Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2026-07-24 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-07-24 · Disposition to issuer · Disposed 3,287 · Balance 0

F1: Each deferred stock unit ("DSU") represents a contingent right to receive one share of common stock, par value $0.00001 per share, of Taylor Morrison Home Corporation (the "Issuer"). On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired the Issuer pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger, each outstanding DSU became immediately vested, was cancelled and converted into the right to receive an amount in cash equal to (x) the number of shares subject to such DSU as of immediately prior to the Effective Time, multiplied by (y) $72.50.

Filing footnotes · ownership attribution and instrument terms

F1: Each deferred stock unit ("DSU") represents a contingent right to receive one share of common stock, par value $0.00001 per share, of Taylor Morrison Home Corporation (the "Issuer"). On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired the Issuer pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger, each outstanding DSU became immediately vested, was cancelled and converted into the right to receive an amount in cash equal to (x) the number of shares subject to such DSU as of immediately prior to the Effective Time, multiplied by (y) $72.50.

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
July 11, 2025 Filed Jul 14, 2025 20:09 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 15,000 $0.00 $0.00
Disclosure

SEC source: 0001470831-25-000082 · wk-form4_1752523733.xml · derivative · entry 4

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 449,193

Underlying: Series A Common Stock · 15,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each share of 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 one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F2 · derivative.exercise_date: Each share of 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 one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

F2 · derivative.expiration_date: Each share of 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 one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

F5 · balance_after: Consists of (i) 189,818 shares of Series B Common Stock and (ii) 259,375 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
July 11, 2025 Filed Jul 14, 2025 20:09 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 200 $31.32 $6,264.00
Disclosure

SEC source: 0001470831-25-000082 · wk-form4_1752523733.xml · nonDerivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 517,831

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F4 · balance_after: Consists of (i) 34,799 shares of Series A Common Stock and (ii) 483,032 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
July 11, 2025 Filed Jul 14, 2025 20:09 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 14,800 $31.66 $468,568.00
Disclosure

SEC source: 0001470831-25-000082 · wk-form4_1752523733.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 518,031

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.33 to $32.32 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
July 11, 2025 Filed Jul 14, 2025 20:09 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 15,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001470831-25-000082 · wk-form4_1752523733.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 532,831

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F2 · price: Each share of 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 one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

Read SEC document
June 13, 2025 Filed Jun 13, 2025 22:55 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 11,204 $0.00 $0.00
Disclosure

SEC source: 0001835830-25-000070 · wk-form4_1749855331.xml · derivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 464,193

Underlying: Series A Common Stock · 11,204 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 one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F2 · derivative.exercise_date: Each share of 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 one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

F2 · derivative.expiration_date: Each share of 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 one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

F5 · balance_after: Consists of (i) 204,818 shares of the Issuer's Series B Common Stock and (ii) 259,375 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
June 13, 2025 Filed Jun 13, 2025 22:55 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 15,000 $33.47 $502,050.00
Disclosure

SEC source: 0001835830-25-000070 · wk-form4_1749855331.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 517,831

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $33.14 to $33.92 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F4 · balance_after: Consists of (i) 34,799 shares of Series A Common Stock and (ii) 483,032 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
June 13, 2025 Filed Jun 13, 2025 22:55 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 11,204 Not disclosed Not disclosed
Disclosure

SEC source: 0001835830-25-000070 · wk-form4_1749855331.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 532,831

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F2 · price: Each share of 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 one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

Read SEC document
May 16, 2025 Filed May 17, 2025 00:41 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 15,000 $34.98 $524,700.00
Disclosure

SEC source: 0001835830-25-000055 · wk-form4_1747442485.xml · nonDerivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 521,627

F4 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $34.50 to $35.37 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F6 · balance_after: Consists of (i) 38,595 shares of Series A Common Stock and (ii) 483,032 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.

Read SEC document
May 15, 2025 Filed May 17, 2025 00:41 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 29,513 $0.00 $0.00
Disclosure

SEC source: 0001835830-25-000055 · wk-form4_1747442485.xml · derivative · entry 4

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 475,397

Underlying: Series A Common Stock · 29,513 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

F1 · kind: Represents 29,513 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), in connection with tax withholding obligations related to the vesting and settlement of restricted stock units ("RSUs").

F2 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

F2 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

F7 · balance_after: Consists of (i) 216,022 shares of Series B Common Stock and (ii) 259,375 unvested RSUs awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement.

Read SEC document
May 15, 2025 Filed May 17, 2025 00:41 UTC Klaviyo, Inc. KVYO · Entity 3775 Tax withholdingSeries A Common Stock 46,829 $34.90 $1,634,332.10
Disclosure

SEC source: 0001835830-25-000055 · wk-form4_1747442485.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 536,627

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
May 15, 2025 Filed May 17, 2025 00:41 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 29,513 Not disclosed Not disclosed
Disclosure

SEC source: 0001835830-25-000055 · wk-form4_1747442485.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 583,456

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 29,513 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), in connection with tax withholding obligations related to the vesting and settlement of restricted stock units ("RSUs").

F2 · price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

Read SEC document
April 11, 2025 Filed Apr 11, 2025 23:10 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 11,204 $0.00 $0.00
Disclosure

SEC source: 0001835830-25-000034 · wk-form4_1744413027.xml · derivative · entry 4

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 504,910

Underlying: Series A Common Stock · 11,204 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 August 16, 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) 170,535 shares of the Series B Common Stock, and (ii) 334,375 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
April 11, 2025 Filed Apr 11, 2025 23:10 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 3,400 $26.20 $89,080.00
Disclosure

SEC source: 0001835830-25-000034 · wk-form4_1744413027.xml · nonDerivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 553,943

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.96 to $26.31 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) 26,911 shares of the Series A Common Stock and (ii) 527,032 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
April 11, 2025 Filed Apr 11, 2025 23:10 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 11,600 $26.85 $311,460.00
Disclosure

SEC source: 0001835830-25-000034 · wk-form4_1744413027.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 557,343

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $26.34 to $27.31 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
April 11, 2025 Filed Apr 11, 2025 23:10 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 11,204 Not disclosed Not disclosed
Disclosure

SEC source: 0001835830-25-000034 · wk-form4_1744413027.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 568,943

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 August 16, 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
March 17, 2025 Filed Mar 18, 2025 22:57 UTC Klaviyo, Inc. KVYO · Entity 3775 GrantSeries A Common Stock 208,116 $0.00 $0.00
Disclosure

SEC source: 0001835830-25-000032 · wk-form4_1742338617.xml · nonDerivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 557,739

F3 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest as follows: (i) 50% of the RSUs will vest in eight equal quarterly installments, with the first such installment vesting on May 15, 2025, and (ii) thereafter the remaining 50% of the RSUs will vest in four equal quarterly installments, subject to the Reporting Person's continued service on each such vesting date.

F4 · balance_after: Consists of (i) 30,707 shares of Series A Common Stock and (ii) 527,032 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 22:57 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 25 $32.92 $823.00
Disclosure

SEC source: 0001835830-25-000032 · wk-form4_1742338617.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 349,623

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 22:57 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 14,975 $33.54 $502,261.50
Disclosure

SEC source: 0001835830-25-000032 · wk-form4_1742338617.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 349,648

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $32.95 to $33.93 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 22:51 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 18,944 $0.00 $0.00
Disclosure

SEC source: 0001835830-25-000021 · wk-form4_1740005478.xml · derivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 516,114

Underlying: Series A Common Stock · 18,944 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 18,944 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), in connection with tax withholding obligations related to the vesting and settlement of restricted stock units ("RSUs").

F2 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

F2 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

F5 · balance_after: Consists of (i) 181,739 shares of Series B Common Stock and (ii) 334,375 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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February 15, 2025 Filed Feb 19, 2025 22:51 UTC Klaviyo, Inc. KVYO · Entity 3775 Tax withholdingSeries A Common Stock 31,141 $47.00 $1,463,627.00
Disclosure

SEC source: 0001835830-25-000021 · wk-form4_1740005478.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 364,623

F3 · kind: Represents shares of Series A Common Stock withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of RSUs.

F4 · balance_after: Consists of (i) 45,707 shares of Series A Common Stock and (ii) 318,916 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 22:51 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 18,944 Not disclosed Not disclosed
Disclosure

SEC source: 0001835830-25-000021 · wk-form4_1740005478.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 395,764

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 18,944 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
February 03, 2025 Filed Feb 4, 2025 21:26 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 1,700 $44.54 $75,718.00
Disclosure

SEC source: 0001835830-25-000007 · wk-form4_1738704413.xml · nonDerivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 376,820

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $44.19 to $44.73 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) 26,911 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 349,909 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.

Read SEC document
February 03, 2025 Filed Feb 4, 2025 21:26 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 3,516 $45.00 $158,220.00
Disclosure

SEC source: 0001835830-25-000007 · wk-form4_1738704413.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 378,520

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $44.74 to $45.73 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
February 03, 2025 Filed Feb 4, 2025 21:26 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 9,784 $46.39 $453,879.76
Disclosure

SEC source: 0001835830-25-000007 · wk-form4_1738704413.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 382,036

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $45.77 to $46.76 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
January 10, 2025 Filed Jan 10, 2025 23:58 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 15,000 $0.00 $0.00
Disclosure

SEC source: 0001835830-25-000001 · wk-form4_1736553508.xml · derivative · entry 4

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 535,058

Underlying: Series A Common Stock · 15,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each share of 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 August 16, 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) 152,766 shares of Series B Common Stock and (ii) 382,292 unvested RSUs awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement.

Read SEC document
January 10, 2025 Filed Jan 10, 2025 23:58 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 3,541 $38.68 $136,965.88
Disclosure

SEC source: 0001835830-25-000001 · wk-form4_1736553508.xml · nonDerivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 391,820

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $38.34 to $38.89 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) 41,911 shares of Series A Common Stock and (ii) 349,909 unvested restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.

Read SEC document
January 10, 2025 Filed Jan 10, 2025 23:58 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 11,459 $39.34 $450,797.06
Disclosure

SEC source: 0001835830-25-000001 · wk-form4_1736553508.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 395,361

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $38.90 to $39.89 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
January 10, 2025 Filed Jan 10, 2025 23:58 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 15,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001835830-25-000001 · wk-form4_1736553508.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 406,820

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 August 16, 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
December 13, 2024 Filed Dec 14, 2024 01:49 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 11,204 $0.00 $0.00
Disclosure

SEC source: 0001835830-24-000120 · wk-form4_1734140939.xml · derivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 550,058

Underlying: Series A Common Stock · 11,204 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 August 16, 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.

F5 · balance_after: Consists of (i) 167,766 shares of Series B Common Stock and (ii) 382,292 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 13, 2024 Filed Dec 14, 2024 01:49 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 15,000 $39.39 $590,850.00
Disclosure

SEC source: 0001835830-24-000120 · wk-form4_1734140939.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 391,820

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $39.02 to $39.83 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) 41,911 shares of Series A Common Stock and (ii) 349,909 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 13, 2024 Filed Dec 14, 2024 01:49 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 11,204 Not disclosed Not disclosed
Disclosure

SEC source: 0001835830-24-000120 · wk-form4_1734140939.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 406,820

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 August 16, 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
December 09, 2024 Filed Dec 9, 2024 22:27 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 1,050 $0.00 $0.00
Disclosure

SEC source: 0001835830-24-000118 · wk-form4_1733783231.xml · derivative · entry 6

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 561,262

Underlying: Series A Common Stock · 1,050 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 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 August 16, 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 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 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) 178,970 shares of Series B Common Stock and (ii) 382,292 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 09, 2024 Filed Dec 9, 2024 22:27 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 1,050 $40.07 $42,073.50
Disclosure

SEC source: 0001835830-24-000118 · wk-form4_1733783231.xml · nonDerivative · entry 4

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 395,616

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $40.00 to $40.15 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F5 · balance_after: Consists of (i) 45,707 shares of Series A Common Stock and (ii) 349,909 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 09, 2024 Filed Dec 9, 2024 22:27 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 1,050 Not disclosed Not disclosed
Disclosure

SEC source: 0001835830-24-000118 · wk-form4_1733783231.xml · nonDerivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 396,666

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 August 16, 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 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
December 06, 2024 Filed Dec 9, 2024 22:27 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 23,950 $0.00 $0.00
Disclosure

SEC source: 0001835830-24-000118 · wk-form4_1733783231.xml · derivative · entry 5

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 562,312

Underlying: Series A Common Stock · 23,950 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 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 August 16, 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 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 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
December 06, 2024 Filed Dec 9, 2024 22:27 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 23,950 $40.04 $958,958.00
Disclosure

SEC source: 0001835830-24-000118 · wk-form4_1733783231.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 395,616

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $40.00 to $40.11 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 06, 2024 Filed Dec 9, 2024 22:27 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 23,950 Not disclosed Not disclosed
Disclosure

SEC source: 0001835830-24-000118 · wk-form4_1733783231.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 419,566

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 August 16, 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 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 23:09 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 15,000 $34.56 $518,400.00
Disclosure

SEC source: 0001835830-24-000112 · wk-form4_1732057767.xml · nonDerivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 395,616

F4 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.

F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $34.16 to $35.00 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F6 · balance_after: Consists of (i) 45,707 shares of Series A Common Stock and (ii) 349,909 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.

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November 15, 2024 Filed Nov 19, 2024 23:09 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 18,856 $0.00 $0.00
Disclosure

SEC source: 0001835830-24-000112 · wk-form4_1732057767.xml · derivative · entry 4

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 586,262

Underlying: Series A Common Stock · 18,856 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 18,856 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 relating 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.

F7 · balance_after: Consists of (i) 203,970 shares of Series B Common Stock and (ii) 382,292 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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November 15, 2024 Filed Nov 19, 2024 23:09 UTC Klaviyo, Inc. KVYO · Entity 3775 Tax withholdingSeries A Common Stock 31,053 $35.16 $1,091,823.48
Disclosure

SEC source: 0001835830-24-000112 · wk-form4_1732057767.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 410,616

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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November 15, 2024 Filed Nov 19, 2024 23:09 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 18,856 Not disclosed Not disclosed
Disclosure

SEC source: 0001835830-24-000112 · wk-form4_1732057767.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 441,669

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 18,856 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 relating 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.

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October 04, 2024 Filed Oct 4, 2024 23:00 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 10,000 $0.00 $0.00
Disclosure

SEC source: 0001835830-24-000099 · wk-form4_1728082822.xml · derivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 605,118

Underlying: Series A Common Stock · 10,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each share of 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 November 16, 2023.

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.

F5 · balance_after: Consists of (i) 174,909 shares of Series B Common Stock and (ii) 430,209 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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October 04, 2024 Filed Oct 4, 2024 23:00 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 10,000 $35.36 $353,600.00
Disclosure

SEC source: 0001835830-24-000099 · wk-form4_1728082822.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 422,813

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 16, 2023.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $34.93 to $35.63 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F4 · balance_after: Consists of (i) 41,911 shares of Series A Common Stock and (ii) 380,902 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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October 04, 2024 Filed Oct 4, 2024 23:00 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 10,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001835830-24-000099 · wk-form4_1728082822.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 432,813

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 16, 2023.

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.

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September 06, 2024 Filed Sep 7, 2024 00:13 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 10,000 $0.00 $0.00
Disclosure

SEC source: 0001835830-24-000093 · wk-form4_1725668000.xml · derivative · entry 4

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 615,118

Underlying: Series A Common Stock · 10,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 16, 2023.

F2 · derivative.exercise_date: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

F2 · derivative.expiration_date: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

F6 · balance_after: Consists of (i) 184,909 shares of Series B Common Stock and (ii) 430,209 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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September 06, 2024 Filed Sep 7, 2024 00:13 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 200 $29.39 $5,878.00
Disclosure

SEC source: 0001835830-24-000093 · wk-form4_1725668000.xml · nonDerivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 422,813

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 16, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $29.35 to $29.42 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) 41,911 shares of Series A Common Stock and (ii) 380,902 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 06, 2024 Filed Sep 7, 2024 00:13 UTC Klaviyo, Inc. KVYO · Entity 3775 SaleSeries A Common Stock 9,800 $29.73 $291,354.00
Disclosure

SEC source: 0001835830-24-000093 · wk-form4_1725668000.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 423,013

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 16, 2023.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $29.47 to $30.46 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.

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September 06, 2024 Filed Sep 7, 2024 00:13 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries A Common Stock 10,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001835830-24-000093 · wk-form4_1725668000.xml · nonDerivative · entry 1

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 432,813

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 16, 2023.

F2 · price: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

Read SEC document
August 15, 2024 Filed Aug 16, 2024 23:45 UTC Klaviyo, Inc. KVYO · Entity 3775 ConversionSeries B Common Stock · Derivative 18,856 $0.00 $0.00
Disclosure

SEC source: 0001835830-24-000085 · wk-form4_1723851900.xml · derivative · entry 3

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 625,118

Underlying: Series A Common Stock · 18,856 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 18,856 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), in connection with tax withholding obligations related to the vesting and settlement of restricted stock units ("RSUs").

F2 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

F2 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.

F5 · balance_after: Consists of (i) 194,909 shares of Series B Common Stock and (ii) 430,209 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 15, 2024 Filed Aug 16, 2024 23:45 UTC Klaviyo, Inc. KVYO · Entity 3775 Tax withholdingSeries A Common Stock 32,036 $31.83 $1,019,705.88
Disclosure

SEC source: 0001835830-24-000085 · wk-form4_1723851900.xml · nonDerivative · entry 2

Whalen Amanda · CIK 0001991131 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 422,813

F3 · kind: Represents shares of Series A Common Stock withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of RSUs.

F4 · balance_after: Consists of (i) 41,911 shares of Series A Common Stock and (ii) 380,902 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

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