Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Klaviyo, Inc.KVYO · Entity 3775 | Chief Financial Officer | August 14, 2026 | August 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Common StockSEC Table I · non-derivative | Direct | 824,192 |
Reported balance
After 2026-08-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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-derivative | Direct | 795,242 |
Reported balance
After 2026-08-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 15, 2024 Filed Aug 16, 2024 23:45 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 18,856 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000085 · wk-form4_1723851900.xml · nonDerivative · entry 1 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 454,849 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 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 |
| August 09, 2024 Filed Aug 9, 2024 23:32 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 42,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001991131-24-000003 · wk-form4_1723246372.xml · derivative · entry 3 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 643,974 Underlying: Series A Common Stock · 42,000 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. F1 · 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 · 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. F1 · 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) 165,849 shares of Series B Common Stock and (ii) 478,125 unvested RSUs awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 23:32 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 60,000 | $30.23 | $1,813,800.00 |
DisclosureSEC source: 0001991131-24-000003 · wk-form4_1723246372.xml · nonDerivative · entry 2 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 435,993 F2 · kind: These sales 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 $30.00 to $30.63 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) 21,598 shares of Series A Common Stock and (ii) 414,395 unvested restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 23:32 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 42,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001991131-24-000003 · wk-form4_1723246372.xml · nonDerivative · entry 1 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 495,993 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each share of 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 |
| May 15, 2024 Filed May 17, 2024 20:34 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 18,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000057 · wk-form4_1715978017.xml · derivative · entry 3 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 685,974 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"), and 32,036 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with 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. F4 · balance_after: Consists of (i) 207,849 shares of Series B Common Stock and (ii) 478,125 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, 2024 Filed May 17, 2024 20:34 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Tax withholdingSeries A Common Stock | 32,036 | $24.80 | $794,492.80 |
DisclosureSEC source: 0001835830-24-000057 · wk-form4_1715978017.xml · nonDerivative · entry 2 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453,993 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"), and 32,036 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F3 · balance_after: Consists of (i) 39,598 shares of Series A Common Stock and (ii) 414,395 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 |
| May 15, 2024 Filed May 17, 2024 20:34 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 18,856 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000057 · wk-form4_1715978017.xml · nonDerivative · entry 1 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 486,029 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"), and 32,036 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with 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 |
| April 15, 2024 Filed Apr 17, 2024 20:22 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GrantSeries A Common Stock | 279,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000036 · wk-form4_1713385338.xml · nonDerivative · entry 1 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 467,173 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 (i) 19,285 shares of Series A Common Stock and (ii) 447,888 unvested RSUs awarded under the Issuer's 2023 Stock Incentive Plan. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 21:50 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 16,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000007 · wk-form4_1708120193.xml · derivative · entry 3 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 707,478 Underlying: Series A Common Stock · 16,208 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 of the Issuer, 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 16,208 shares of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 20,227 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with 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 of the Issuer, 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 of the Issuer, 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 · balance_after: Consists of (i) 181,436 shares of Series B Common Stock and (ii) 526,042 unvested RSUs awarded under the 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 21:50 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Tax withholdingSeries A Common Stock | 20,227 | $29.71 | $600,944.17 |
DisclosureSEC source: 0001835830-24-000007 · wk-form4_1708120193.xml · nonDerivative · entry 2 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,685 F1 · kind: Represents 16,208 shares of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 20,227 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F3 · balance_after: Consists of (i) 21,685 shares of Series A Common Stock and (ii) 168,000 unvested RSUs awarded under the 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 |
| February 15, 2024 Filed Feb 16, 2024 21:50 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 16,208 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000007 · wk-form4_1708120193.xml · nonDerivative · entry 1 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,912 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 16,208 shares of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 20,227 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with 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 of the Issuer, 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 |
| February 15, 2024 Filed Feb 21, 2024 02:23 UTC Amendment | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 18,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000011 · wk-form4a_1708482199.xml · derivative · entry 3 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 704,830 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 of the Issuer, 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 Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 25,275 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with 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 of the Issuer, 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 of the Issuer, 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 · balance_after: Consists of (i) 178,788 shares of Series B Common Stock and (ii) 526,042 unvested RSUs awarded under the 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 02:23 UTC Amendment | Klaviyo, Inc. KVYO · Entity 3775 | Tax withholdingSeries A Common Stock | 25,275 | $29.71 | $750,920.25 |
DisclosureSEC source: 0001835830-24-000011 · wk-form4a_1708482199.xml · nonDerivative · entry 2 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,285 F1 · kind: Represents 18,856 shares of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 25,275 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F3 · balance_after: Consists of (i) 19,285 shares of Series A Common Stock and (ii) 168,000 unvested RSUs awarded under the 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 |
| February 15, 2024 Filed Feb 21, 2024 02:23 UTC Amendment | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 18,856 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000011 · wk-form4a_1708482199.xml · nonDerivative · entry 1 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,560 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 Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 25,275 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with 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 of the Issuer, 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, 2023 Filed Nov 17, 2023 22:01 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 18,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-23-000010 · wk-form4_1700258496.xml · derivative · entry 3 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 723,686 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 of the Issuer, 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.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 of the Issuer, 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 of the Issuer, 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 · balance_after: Consists of (i) 149,727 shares of Series B Common Stock and (ii) 573,959 unvested RSUs awarded under the 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 15, 2023 Filed Nov 17, 2023 22:01 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Tax withholdingSeries A Common Stock | 25,152 | $28.70 | $721,862.40 |
DisclosureSEC source: 0001835830-23-000010 · wk-form4_1700258496.xml · nonDerivative · entry 2 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,704 F1 · kind: Represents 18,856 shares of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 25,152 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F3 · balance_after: Consists of (i) 9,704 shares of Series A Common Stock and (ii) 184,000 unvested RSUs awarded under the 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 |
| November 15, 2023 Filed Nov 17, 2023 22:01 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 18,856 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-23-000010 · wk-form4_1700258496.xml · nonDerivative · entry 1 Whalen Amanda · CIK 0001991131 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,856 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 Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and 25,152 shares of Series A Common Stock subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with 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 of the Issuer, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.