organization · Reporting owner

SUMMIT INVESTORS GE IX/VC IV (UK), L.P.

Disclosed activity across 2 companies

Tapewire entity: 23872
SEC CIK: 0001846709

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Klaviyo, Inc.KVYO · Entity 3775	10% owner	August 11, 2026	August 13, 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 11, 2026 · Filed August 13, 2026

Jointly reported with SUMMIT PARTNERS L P, Summit Partners Growth Equity Fund IX-A, L.P., Summit Partners Growth Equity Fund IX-B, L.P., Summit Partners Co-Invest (Kiwi), LP, SUMMIT INVESTORS GE IX/VC IV, LLC

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Series A Common Stock, par value $0.001 per shareSEC Table I · non-derivative	IndirectSee footnotes	0	Last balance in matching sequence After 2026-08-11 transaction · row 2 Source-order balances reconcile. Account continuity and personal attribution are not independently verified. 2 source rows Row 1 · 2026-08-11 · Conversion · Acquired 5,000,000 · Balance 5,000,000 F1: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. F2: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the securities held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Row 2 · 2026-08-11 · Sale · Disposed 5,000,000 · Balance 0 F2: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the securities held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement.
Series B Common Stock, par value $0.001 per shareSEC Table II · derivative / convertible security	IndirectSee footnotes	13,852,778	Reported balance After 2026-08-11 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2026-08-11 · Conversion · Acquired 5,000,000 · Balance 13,852,778 F1: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. F5: Consists of (i) 8,187,302 shares of Series B Common Stock held by Fund IX-A, (ii) 5,112,037 shares of Series B Common Stock held by Fund IX-B, (iii) 504,825 shares of Series B Common Stock held by Kiwi Co-Invest Fund, (iv) 43,030 shares of Series B Common Stock held by Fund IX/VC IV, and (v) 5,584 shares of Series B Common Stock held by Fund IX/VC IV (UK). F2: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the securities held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement.

Filing footnotes · ownership attribution and instrument terms

F1: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation.

F2: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)").

F3: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the securities held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P.

F4: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement.

F5: Consists of (i) 8,187,302 shares of Series B Common Stock held by Fund IX-A, (ii) 5,112,037 shares of Series B Common Stock held by Fund IX-B, (iii) 504,825 shares of Series B Common Stock held by Kiwi Co-Invest Fund, (iv) 43,030 shares of Series B Common Stock held by Fund IX/VC IV, and (v) 5,584 shares of Series B Common Stock held by Fund IX/VC IV (UK).

Past disclosures · reporting ended (1)

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

LifeStance Health Group, Inc.

Report date August 18, 2025 · Filed August 20, 2025

Jointly reported with SUMMIT PARTNERS L P, Summit Partners Growth Equity Fund IX-A, L.P., Summit Partners Growth Equity Fund IX-B, L.P., SUMMIT INVESTORS GE IX/VC IV, LLC, Summit Partners Entrepreneur Advisors Fund II, L.P.

Section 16 reporting ended · disclosed 2025-08-20. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	33,524,715	Reported balance After 2025-08-18 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 1 · 2025-08-18 · Sale · Disposed 8,407,643 · Balance 33,524,715 F1: Represents 5,148,494 shares sold by Summit Partners Growth Equity Fund IX-A, L.P., 3,214,648 shares sold by Summit Partners Growth Equity Fund IX-B, L.P., 35,938 shares sold by Summit Investors GE IX/VC IV, LLC, 4,804 shares sold by Summit Partners Entrepreneur Advisors Fund II, L.P. and 3,759 shares sold by Summit Investors GE IX/VC IV (UK), L.P. F2: The reported securities are held as follows: 20,529,149 shares in the name of Summit Partners Growth Equity Fund IX-A, L.P.; 12,818,117 shares in the name of Summit Partners Growth Equity Fund IX-B, L.P.; 143,301 shares in the name of Summit Investors GE IX/VC IV, LLC; 19,157 shares in the name of Summit Partners Entrepreneur Advisors Fund II, L.P.; and 14,991 shares in the name of Summit Investors GE IX/ VC IV (UK), L.P. F3: Summit Partners, L.P. is the managing member of Summit Partners GE IX, LLC, which is general partner of Summit Partners GE IX, L.P., which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. and Summit Partners Growth Equity Fund IX-B, L.P. Summit Master Company, LLC is (i) the sole member of Summit Partners Entrepreneur Advisors GP II, LLC, which is the general partner of Summit Partners Entrepreneur Advisors Fund II, L.P. and (ii) the general partner of Summit Partners L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC, and the general partner of Summit Investors GE IX/VC IV (UK), L.P. F4: Summit Master Company, LLC, as the sole member of Summit Partners Entrepreneur Advisors GP II, LLC and the managing member of Summit Investors Management, LLC, has delegated investment decisions, including voting and dispositive power, to Summit Partners, L.P. and its investment committee responsible for voting and investment decisions with respect to LifeStance Health Group, Inc. Summit Partners, L.P., through a four-person investment committee, currently composed of Peter Y. Chung, Mark A. deLaar, Darren M. Black and Craig D. Frances, has voting and dispositive authority over the shares held by each of these entities and therefore beneficially owns such shares. Each of the Summit Funds, Mr. Chung, Mr. deLaar, Mr. Black and Dr. Frances disclaim beneficial ownership of the shares, except, in each case, to the extent of such person's or entity's pecuniary interest therein.

Filing footnotes · ownership attribution and instrument terms

F1: Represents 5,148,494 shares sold by Summit Partners Growth Equity Fund IX-A, L.P., 3,214,648 shares sold by Summit Partners Growth Equity Fund IX-B, L.P., 35,938 shares sold by Summit Investors GE IX/VC IV, LLC, 4,804 shares sold by Summit Partners Entrepreneur Advisors Fund II, L.P. and 3,759 shares sold by Summit Investors GE IX/VC IV (UK), L.P.

F2: The reported securities are held as follows: 20,529,149 shares in the name of Summit Partners Growth Equity Fund IX-A, L.P.; 12,818,117 shares in the name of Summit Partners Growth Equity Fund IX-B, L.P.; 143,301 shares in the name of Summit Investors GE IX/VC IV, LLC; 19,157 shares in the name of Summit Partners Entrepreneur Advisors Fund II, L.P.; and 14,991 shares in the name of Summit Investors GE IX/ VC IV (UK), L.P.

F3: Summit Partners, L.P. is the managing member of Summit Partners GE IX, LLC, which is general partner of Summit Partners GE IX, L.P., which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. and Summit Partners Growth Equity Fund IX-B, L.P. Summit Master Company, LLC is (i) the sole member of Summit Partners Entrepreneur Advisors GP II, LLC, which is the general partner of Summit Partners Entrepreneur Advisors Fund II, L.P. and (ii) the general partner of Summit Partners L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC, and the general partner of Summit Investors GE IX/VC IV (UK), L.P.

F4: Summit Master Company, LLC, as the sole member of Summit Partners Entrepreneur Advisors GP II, LLC and the managing member of Summit Investors Management, LLC, has delegated investment decisions, including voting and dispositive power, to Summit Partners, L.P. and its investment committee responsible for voting and investment decisions with respect to LifeStance Health Group, Inc. Summit Partners, L.P., through a four-person investment committee, currently composed of Peter Y. Chung, Mark A. deLaar, Darren M. Black and Craig D. Frances, has voting and dispositive authority over the shares held by each of these entities and therefore beneficially owns such shares. Each of the Summit Funds, Mr. Chung, Mr. deLaar, Mr. Black and Dr. Frances disclaim beneficial ownership of the shares, except, in each case, to the extent of such person's or entity's pecuniary interest therein.

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
August 27, 2024 Filed Aug 29, 2024 20:03 UTC	Klaviyo, Inc. KVYO · Entity 3775	SaleSeries A Common Stock, par value $0.001 per share	67,436	$32.29	$2,177,508.44	Disclosure SEC source: 0001415889-24-022531 · form4-08292024_080816.xml · nonDerivative · entry 2 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 27, 2024 Filed Aug 29, 2024 20:03 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries A Common Stock, par value $0.001 per share	67,436	Not disclosed	Not disclosed	Disclosure SEC source: 0001415889-24-022531 · form4-08292024_080816.xml · nonDerivative · entry 1 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 67,436 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: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 27, 2024, the reporting persons directed the sale of an aggregate of 67,436 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 26, 2024 Filed Aug 28, 2024 20:13 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries B Common Stock, par value $0.001 per share · Derivative	90,502	$0.00	$0.00	Disclosure SEC source: 0001415889-24-022420 · form4-08282024_080802.xml · derivative · entry 3 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 46,770,637 Underlying: Series A Common Stock, par value $0.001 per share · 90,502 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: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 26, 2024, the reporting persons directed the sale of an aggregate of 90,502 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F1 · derivative.exercise_date: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 26, 2024, the reporting persons directed the sale of an aggregate of 90,502 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F1 · derivative.expiration_date: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 26, 2024, the reporting persons directed the sale of an aggregate of 90,502 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F5 · balance_after: Consists of (i) 27,642,493 shares of Series B common stock held by Fund IX-A, (ii) 17,259,585 shares of Series B Common Stock held by Fund IX-B, (iii) 1,704,420 shares of Series B Common Stock held by Kiwi Co-Invest Fund, (iv) 145,282 shares of Series B Common Stock held by Fund IX/VC IV, and (v) 18,857 shares of Series B Common Stock held by Fund IX/VC IV (UK). F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 26, 2024 Filed Aug 28, 2024 20:13 UTC	Klaviyo, Inc. KVYO · Entity 3775	SaleSeries A Common Stock, par value $0.001 per share	90,502	$32.27	$2,920,499.54	Disclosure SEC source: 0001415889-24-022420 · form4-08282024_080802.xml · nonDerivative · entry 2 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 26, 2024 Filed Aug 28, 2024 20:13 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries A Common Stock, par value $0.001 per share	90,502	Not disclosed	Not disclosed	Disclosure SEC source: 0001415889-24-022420 · form4-08282024_080802.xml · nonDerivative · entry 1 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 90,502 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 26, 2024, the reporting persons directed the sale of an aggregate of 90,502 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 23, 2024 Filed Aug 27, 2024 20:02 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries B Common Stock, par value $0.001 per share · Derivative	305,638	$0.00	$0.00	Disclosure SEC source: 0001415889-24-022290 · form4-08272024_080846.xml · derivative · entry 3 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 46,861,139 Underlying: Series A Common Stock, par value $0.001 per share · 305,638 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: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 23, 2024, the reporting persons directed the sale of an aggregate of 305,638 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F1 · derivative.exercise_date: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 23, 2024, the reporting persons directed the sale of an aggregate of 305,638 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F1 · derivative.expiration_date: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 23, 2024, the reporting persons directed the sale of an aggregate of 305,638 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F5 · balance_after: Consists of (i) 27,695,982 shares of Series B common stock held by Fund IX-A, (ii) 17,292,983 shares of Series B Common Stock held by Fund IX-B, (iii)1,707,718 shares of Series B Common Stock held by Kiwi Co-Invest Fund, (iv) 145,563 shares of Series B Common Stock held by Fund IX/VC IV, and (v) 18,893 shares of Series B Common Stock held by Fund IX/VC IV (UK). F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 23, 2024 Filed Aug 27, 2024 20:02 UTC	Klaviyo, Inc. KVYO · Entity 3775	SaleSeries A Common Stock, par value $0.001 per share	305,638	$32.33	$9,881,276.54	Disclosure SEC source: 0001415889-24-022290 · form4-08272024_080846.xml · nonDerivative · entry 2 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 23, 2024 Filed Aug 27, 2024 20:02 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries A Common Stock, par value $0.001 per share	305,638	Not disclosed	Not disclosed	Disclosure SEC source: 0001415889-24-022290 · form4-08272024_080846.xml · nonDerivative · entry 1 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 305,638 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: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 23, 2024, the reporting persons directed the sale of an aggregate of 305,638 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 22, 2024 Filed Aug 26, 2024 21:16 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries B Common Stock, par value $0.001 per share · Derivative	82,499	$0.00	$0.00	Disclosure SEC source: 0001415889-24-022239 · form4-08262024_090837.xml · derivative · entry 3 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 47,166,777 Underlying: Series A Common Stock, par value $0.001 per share · 82,499 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: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 22, 2024, the reporting persons directed the sale of an aggregate of 82,499 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F1 · derivative.exercise_date: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 22, 2024, the reporting persons directed the sale of an aggregate of 82,499 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F1 · derivative.expiration_date: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 22, 2024, the reporting persons directed the sale of an aggregate of 82,499 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F5 · balance_after: Consists of (i) 27,876,621 shares of Series B common stock held by Fund IX-A, (ii) 17,405,772 shares of Series B Common Stock held by Fund IX-B, (iii) 1,718,856 shares of Series B Common Stock held by Kiwi Co-Invest Fund, (iv) 146,512 shares of Series B Common Stock held by Fund IX/VC IV, and (v) 19,016 shares of Series B Common Stock held by Fund IX/VC IV (UK). F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 22, 2024 Filed Aug 26, 2024 21:16 UTC	Klaviyo, Inc. KVYO · Entity 3775	SaleSeries A Common Stock, par value $0.001 per share	82,499	$31.76	$2,620,168.24	Disclosure SEC source: 0001415889-24-022239 · form4-08262024_090837.xml · nonDerivative · entry 2 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 22, 2024 Filed Aug 26, 2024 21:16 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries A Common Stock, par value $0.001 per share	82,499	Not disclosed	Not disclosed	Disclosure SEC source: 0001415889-24-022239 · form4-08262024_090837.xml · nonDerivative · entry 1 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 82,499 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: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 22, 2024, the reporting persons directed the sale of an aggregate of 82,499 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 21, 2024 Filed Aug 23, 2024 20:02 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries B Common Stock, par value $0.001 per share · Derivative	113,850	$0.00	$0.00	Disclosure SEC source: 0001415889-24-022120 · form4-08232024_080817.xml · derivative · entry 3 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 47,249,276 Underlying: Series A Common Stock, par value $0.001 per share · 113,850 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: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 21, 2024, the reporting persons directed the sale of an aggregate of 113,850 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F1 · derivative.exercise_date: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 21, 2024, the reporting persons directed the sale of an aggregate of 113,850 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F1 · derivative.expiration_date: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 21, 2024, the reporting persons directed the sale of an aggregate of 113,850 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F5 · balance_after: Consists of (i) 27,925,380 shares of Series B common stock held by Fund IX-A, (ii) 17,436,216 shares of Series B Common Stock held by Fund IX-B, (iii) 1,721,863 shares of Series B Common Stock held by Kiwi Co-Invest Fund, (iv) 146,768 shares of Series B Common Stock held by Fund IX/VC IV, and (v) 19,049 shares of Series B Common Stock held by Fund IX/VC IV (UK). F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 21, 2024 Filed Aug 23, 2024 20:02 UTC	Klaviyo, Inc. KVYO · Entity 3775	SaleSeries A Common Stock, par value $0.001 per share	113,850	$31.76	$3,615,876.00	Disclosure SEC source: 0001415889-24-022120 · form4-08232024_080817.xml · nonDerivative · entry 2 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 21, 2024 Filed Aug 23, 2024 20:02 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries A Common Stock, par value $0.001 per share	113,850	Not disclosed	Not disclosed	Disclosure SEC source: 0001415889-24-022120 · form4-08232024_080817.xml · nonDerivative · entry 1 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 113,850 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: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 21, 2024, the reporting persons directed the sale of an aggregate of 113,850 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 20, 2024 Filed Aug 22, 2024 20:06 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries B Common Stock, par value $0.001 per share · Derivative	135,902	$0.00	$0.00	Disclosure SEC source: 0001415889-24-021998 · form4-08222024_080855.xml · derivative · entry 3 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 47,363,126 Underlying: Series A Common Stock, par value $0.001 per share · 135,902 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: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 20, 2024, the reporting persons directed the sale of an aggregate of 135,902 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F1 · derivative.exercise_date: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 20, 2024, the reporting persons directed the sale of an aggregate of 135,902 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F1 · derivative.expiration_date: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 20, 2024, the reporting persons directed the sale of an aggregate of 135,902 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F5 · balance_after: Consists of (i) 27,992,668 shares of Series B common stock held by Fund IX-A, (ii) 17,478,229 shares of Series B Common Stock held by Fund IX-B, (iii) 1,726,012 shares of Series B Common Stock held by Kiwi Co-Invest Fund, (iv) 147,122 shares of Series B Common Stock held by Fund IX/VC IV, and (v) 19,095 shares of Series B Common Stock held by Fund IX/VC IV (UK) F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 20, 2024 Filed Aug 22, 2024 20:06 UTC	Klaviyo, Inc. KVYO · Entity 3775	SaleSeries A Common Stock, par value $0.001 per share	135,902	$31.95	$4,342,068.90	Disclosure SEC source: 0001415889-24-021998 · form4-08222024_080855.xml · nonDerivative · entry 2 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 20, 2024 Filed Aug 22, 2024 20:06 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries A Common Stock, par value $0.001 per share	135,902	Not disclosed	Not disclosed	Disclosure SEC source: 0001415889-24-021998 · form4-08222024_080855.xml · nonDerivative · entry 1 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 135,902 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: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 20, 2024, the reporting persons directed the sale of an aggregate of 135,902 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 16, 2024 Filed Aug 20, 2024 21:44 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries B Common Stock, par value $0.001 per share · Derivative	242,601	$0.00	$0.00	Disclosure SEC source: 0001415889-24-021709 · form4-08202024_090840.xml · derivative · entry 3 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 47,499,028 Underlying: Series A Common Stock, par value $0.001 per share · 242,601 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: 5. The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 16, 2024, the reporting persons directed the sale of an aggregate of 242,601 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F1 · derivative.exercise_date: 5. The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 16, 2024, the reporting persons directed the sale of an aggregate of 242,601 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F1 · derivative.expiration_date: 5. The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 16, 2024, the reporting persons directed the sale of an aggregate of 242,601 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F5 · balance_after: Consists of (i) 28,072,989 shares of Series B common stock held by Fund IX-A, (ii) 17,528,380 shares of Series B Common Stock held by Fund IX-B, (iii) 1,730,965 shares of Series B Common Stock held by Kiwi Co-Invest Fund, (iv) 147,544 shares of Series B Common Stock held by Fund IX/VC IV, and (v) 19,150 shares of Series B Common Stock held by Fund IX/VC IV (UK) F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 16, 2024 Filed Aug 20, 2024 21:44 UTC	Klaviyo, Inc. KVYO · Entity 3775	SaleSeries A Common Stock, par value $0.001 per share	242,601	$31.78	$7,709,859.78	Disclosure SEC source: 0001415889-24-021709 · form4-08202024_090840.xml · nonDerivative · entry 2 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
August 16, 2024 Filed Aug 20, 2024 21:44 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries A Common Stock, par value $0.001 per share	242,601	Not disclosed	Not disclosed	Disclosure SEC source: 0001415889-24-021709 · form4-08202024_090840.xml · nonDerivative · entry 1 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 242,601 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: 5. The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On August 16, 2024, the reporting persons directed the sale of an aggregate of 242,601 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
May 24, 2024 Filed May 29, 2024 21:19 UTC	LifeStance Health Group, Inc. LFST · Entity 3936	SaleCommon Stock	3,802,345	$5.89	$22,395,812.05	Disclosure SEC source: 0000950170-24-066078 · ownership.xml · nonDerivative · entry 1 Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner Summit Partners Entrepreneur Advisors Fund II, L.P. · CIK 0001660981 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,932,358 F1 · shares: Represents 2,328,399 shares sold by Summit Partners Growth Equity Fund IX-A, L.P., 1,453,820 shares sold by Summit Partners Growth Equity Fund IX-B, L.P., 16,253 shares sold by Summit Investors GE IX/VC IV, LLC, 2,173 shares sold by Summit Partners Entrepreneur Advisors Fund II, L.P., and 1,700 shares sold by Summit Investors GE IX/VC IV (UK), L.P. F2 · balance_after: Represents 25,677,643 shares held by Summit Partners Growth Equity Fund IX-A, L.P., 16,032,765 shares held by Summit Partners Growth Equity Fund IX-B, L.P., 179,239 shares held by Summit Investors GE IX/VC IV, LLC, 23,961 shares held by Summit Partners Entrepreneur Advisors Fund II, L.P., and 18,750 shares held by Summit Investors GE IX/VC IV (UK), L.P. F3 · ownership.direct: Summit Partners, L.P. is the managing member of Summit Partners GE IX, LLC, which is general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. and Summit Partners Growth Equity Fund IX-B, L.P. Summit Master Company, LLC is (i) the sole member of Summit Partners Entrepreneur Advisors GP II, LLC, which is the general partner of Summit Partners Entrepreneur Advisors Fund II, L.P. and (ii) the managing member of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC, and the general partner of Summit Investors GE IX/VC IV (UK), L.P. F4 · ownership.direct: Summit Master Company, LLC, as the sole member of Summit Partners Entrepreneur Advisors GP II, LLC and the managing member of Summit Investors Management, LLC, has delegated investment decisions, including voting and dispositive power, to Summit Partners, L.P. and its investment committee responsible for voting and investment decisions with respect to LifeStance Health Group, Inc. Summit Partners, L.P., through a three-person investment committee, currently composed of Peter Y. Chung, Mark A. deLaar and Craig D. Frances, has voting and dispositive authority over the shares held by each of these entities and therefore beneficially owns such shares. Each of the Summit Funds, Mr. Chung, Mr. deLaar and Dr. Frances disclaim disclaims beneficial ownership of the shares, except, in each case, to the extent of such person's or entity's pecuniary interest therein. Read SEC document
October 23, 2023 Filed Oct 23, 2023 21:10 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries B Common Stock, par value $0.001 per share · Derivative	1,770,318	$0.00	$0.00	Disclosure SEC source: 0000899243-23-020017 · doc4.xml · derivative · entry 3 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 47,741,629 Underlying: Series A Common Stock, par value $0.001 per share · 1,770,318 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: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On October 23, 2023, the reporting persons directed the sale of an aggregate of 1,770,318 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F1 · derivative.exercise_date: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On October 23, 2023, the reporting persons directed the sale of an aggregate of 1,770,318 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F1 · derivative.expiration_date: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On October 23, 2023, the reporting persons directed the sale of an aggregate of 1,770,318 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F5 · balance_after: Consists of (i) 28,216,372 shares of Series B common stock held by Fund IX-A, (ii) 17,617,906 shares of Series B Common Stock held by Fund IX-B, (iii) 1,739,806 shares of Series B Common Stock held by Kiwi Co-Invest Fund, (iv) 148,297 shares of Series B Common Stock held by Fund IX/VC IV, and (v) 19,248 shares of Series B Common Stock held by Fund IX/VC IV (UK). F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
October 23, 2023 Filed Oct 23, 2023 21:10 UTC	Klaviyo, Inc. KVYO · Entity 3775	SaleSeries A Common Stock, par value $0.001 per share	1,770,318	$28.32	$50,138,592.33	Disclosure SEC source: 0000899243-23-020017 · doc4.xml · nonDerivative · entry 2 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
October 23, 2023 Filed Oct 23, 2023 21:10 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries A Common Stock, par value $0.001 per share	1,770,318	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-23-020017 · doc4.xml · nonDerivative · entry 1 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,770,318 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: The Series B common stock, par value $0.001 per share ("Series B Common Stock"), is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock"), at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On October 23, 2023, the reporting persons directed the sale of an aggregate of 1,770,318 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
September 22, 2023 Filed Sep 22, 2023 20:21 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries B Common Stock, par value $0.001 per share · Derivative	4,919,165	$0.00	$0.00	Disclosure SEC source: 0000899243-23-019428 · doc4.xml · derivative · entry 3 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 49,511,947 Underlying: Series A Common Stock, par value $0.001 per share · 4,919,165 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: The Series B common stock, par value $0.001 per share ("Series B Common Stock") is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock") at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On September 22, 2023, the reporting persons directed the sale of an aggregate of 4,919,165 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F1 · derivative.exercise_date: The Series B common stock, par value $0.001 per share ("Series B Common Stock") is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock") at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On September 22, 2023, the reporting persons directed the sale of an aggregate of 4,919,165 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F1 · derivative.expiration_date: The Series B common stock, par value $0.001 per share ("Series B Common Stock") is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock") at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On September 22, 2023, the reporting persons directed the sale of an aggregate of 4,919,165 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F5 · balance_after: Consists of (i) 29,262,669 shares of Series B common stock held by Fund IX-A, (ii) 18,271,200 shares of Series B Common Stock held by Fund IX-B, (iii) 1,804,320 shares of Series B Common Stock held by Kiwi Co-Invest Fund, (iv) 153,796 shares of Series B Common Stock held by Fund IX/VC IV, and (v) 19,962 shares of Series B Common Stock held by Fund IX/VC IV (UK). F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
September 22, 2023 Filed Sep 22, 2023 20:21 UTC	Klaviyo, Inc. KVYO · Entity 3775	SaleSeries A Common Stock, par value $0.001 per share	4,919,165	$28.32	$139,319,607.30	Disclosure SEC source: 0000899243-23-019428 · doc4.xml · nonDerivative · entry 2 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
September 22, 2023 Filed Sep 22, 2023 20:21 UTC	Klaviyo, Inc. KVYO · Entity 3775	ConversionSeries A Common Stock, par value $0.001 per share	4,919,165	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-23-019428 · doc4.xml · nonDerivative · entry 1 SUMMIT PARTNERS L P · CIK 0000830588 · 10% owner Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner Summit Partners Co-Invest (Kiwi), LP · CIK 0001830877 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 4,919,165 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: The Series B common stock, par value $0.001 per share ("Series B Common Stock") is convertible into an equal number of shares of Series A common stock, par value $0.001 per share ("Series A Common Stock") at any time, at the holder's election, and has no expiration date. Each share of Series B Common Stock will automatically convert into Series A Common Stock upon the earlier of (i) the date specified by 66-2/3% of the outstanding shares of Series B Common Stock, voting as a single series; (ii) following the seventh anniversary of the closing of Klaviyo, Inc.'s (the "Company") initial public offering; or (iii) any transfer, whether or not for value, except for certain permitted transfers described in the Company's certificate of incorporation. On September 22, 2023, the reporting persons directed the sale of an aggregate of 4,919,165 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the sale. F2 · ownership.nature: Summit Partners, L.P. is the manager of Summit Partners GE IX, LLC, which is the general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. ("Fund IX-A") and Summit Partners Growth Equity Fund IX-B, L.P. ("Fund IX-B"). Summit Partners, L.P. is the managing member of Summit Partners Co-Invest Kiwi GP, LLC, which is the general partner of Summit Partners Co-Invest (Kiwi), L.P. ("Kiwi Co-Invest Fund"). Summit Master Company, LLC is the general partner of Summit Partners, L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC ("Fund IX/VC IV") and the general partner of Summit Investors GE IX/VC IV (UK), L.P. ("Fund IX/VC IV (UK)"). F3 · ownership.nature: (continued from footnote 2) Summit Master Company, LLC, as the managing member of Summit Investors Management, LLC, has delegated voting and investment decisions with respect to the Series B Common Stock held by Fund IX/VC IV and Fund IX/VC IV (UK) to Summit Partners, L.P. F4 · ownership.nature: The investment committee of Summit Partners, L.P., is currently composed of Peter Y. Chung, Scott C. Collins, and Peter L. Rottier, who may be deemed to have voting and dispositive authority over, and therefore beneficial ownership of, the reported securities. Each of the foregoing entities, Mr. Chung, Mr. Collins, and Mr. Rottier disclaims beneficial ownership of the shares, except to the extent of such person's or entity's pecuniary interest therein and the filing of this statement shall not be deemed an admission that any of the foregoing entities or persons are, for purposes of Section 16 of the Act or otherwise, the beneficial owner of any equity securities covered by this statement. Read SEC document
June 25, 2021 Filed Jun 29, 2021 21:22 UTC	LifeStance Health Group, Inc. LFST · Entity 3936	SaleCommon Stock	1,140,704	$17.01	$19,403,375.04	Disclosure SEC source: 0001179110-21-007118 · edgar.xml · nonDerivative · entry 1 Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner Summit Partners Entrepreneur Advisors Fund II, L.P. · CIK 0001660981 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,734,703 F1 · shares: Represents 698,520 shares sold by Summit Partners Growth Equity Fund IX-A, L.P., 436,146 shares sold by Summit Partners Growth Equity Fund IX-B, L.P., 4,876 shares sold by Summit Investors GE IX/VC IV, LLC, 652 shares sold by Summit Partners Entrepreneur Advisors Fund II, L.P., and 510 shares sold by Summit Investors GE IX/VC IV (UK), L.P. F2 · balance_after: Represents 28,006,042 shares held by Summit Partners Growth Equity Fund IX-A, L.P., 17,486,585 shares held by Summit Partners Growth Equity Fund IX-B, L.P., 195,492 shares held by Summit Investors GE IX/VC IV, LLC, 26,134 shares held by Summit Partners Entrepreneur Advisors Fund II, L.P., and 20,450 shares held by Summit Investors GE IX/VC IV (UK), L.P. F3 · ownership.direct: Summit Partners, L.P. is the managing member of Summit Partners GE IX, LLC, which is general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. and Summit Partners Growth Equity Fund IX-B, L.P. Summit Master Company, LLC is (i) the sole member of Summit Partners Entrepreneur Advisors GP II, LLC, which is the general partner of Summit Partners Entrepreneur Advisors Fund II, L.P. and (ii) the general partner of Summit Partners L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC, and the general partner of Summit Investors GE IX/VC IV (UK), L.P. F4 · ownership.direct: Summit Master Company, LLC, as the sole member of Summit Partners Entrepreneur Advisors GP II, LLC and the managing member of Summit Investors Management, LLC, has delegated investment decisions, including voting and dispositive power, to Summit Partners, L.P. and its investment committee responsible for voting and investment decisions with respect to LifeStance Health Group, Inc. Summit Partners, L.P., through a three-person investment committee, currently composed of Peter Y. Chung, Mark A. deLaar and Craig D. Frances, has voting and dispositive authority over the shares held by each of these entities and therefore beneficially owns such shares. Each of the Summit Funds, Mr. Chung, Mr. deLaar and Dr. Frances disclaim disclaims beneficial ownership of the shares, except, in each case, to the extent of such person's or entity's pecuniary interest therein. Read SEC document
June 14, 2021 Filed Jun 16, 2021 20:47 UTC	LifeStance Health Group, Inc. LFST · Entity 3936	SaleCommon Stock	1,368,844	$17.01	$23,284,036.44	Disclosure SEC source: 0001179110-21-006787 · edgar.xml · nonDerivative · entry 1 Summit Partners Growth Equity Fund IX-A, L.P. · CIK 0001634415 · 10% owner Summit Partners Growth Equity Fund IX-B, L.P. · CIK 0001634426 · 10% owner SUMMIT INVESTORS GE IX/VC IV (UK), L.P. · CIK 0001846709 · 10% owner SUMMIT INVESTORS GE IX/VC IV, LLC · CIK 0001654074 · 10% owner Summit Partners Entrepreneur Advisors Fund II, L.P. · CIK 0001660981 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,875,407 F1 · shares: Represents 838,224 shares sold by Summit Partners Growth Equity Fund IX-A, L.P., 523,375 shares sold by Summit Partners Growth Equity Fund IX-B, L.P., 5,851 shares sold by Summit Investors GE IX/VC IV, LLC, 782 shares sold by Summit Partners Entrepreneur Advisors Fund II, L.P., and 612 shares sold by Summit Investors GE IX/VC IV (UK), L.P. F2 · balance_after: Represents 28,704,562 shares held by Summit Partners Growth Equity Fund IX-A, L.P., 17,922,731 shares held by Summit Partners Growth Equity Fund IX-B, L.P., 200,368 shares held by Summit Investors GE IX/VC IV, LLC, 26,786 shares held by Summit Partners Entrepreneur Advisors Fund II, L.P., and 20,960 shares held by Summit Investors GE IX/VC IV (UK), L.P. F3 · ownership.direct: Summit Partners, L.P. is the managing member of Summit Partners GE IX, LLC, which is general partner of Summit Partners GE IX, LP, which is the general partner of Summit Partners Growth Equity Fund IX-A, L.P. and Summit Partners Growth Equity Fund IX-B, L.P. Summit Master Company, LLC is (i) the sole member of Summit Partners Entrepreneur Advisors GP II, LLC, which is the general partner of Summit Partners Entrepreneur Advisors Fund II, L.P. and (ii) the general partner of Summit Partners L.P., which is the manager of Summit Investors Management, LLC, which is the manager of Summit Investors GE IX/VC IV, LLC, and the general partner of Summit Investors GE IX/VC IV (UK), L.P. F4 · ownership.direct: Summit Master Company, LLC, as the sole member of Summit Partners Entrepreneur Advisors GP II, LLC and the managing member of Summit Investors Management, LLC, has delegated investment decisions, including voting and dispositive power, to Summit Partners, L.P. and its investment committee responsible for voting and investment decisions with respect to LifeStance Health Group, Inc. Summit Partners, L.P., through a three-person investment committee, currently composed of Peter Y. Chung, Mark A. deLaar and Craig D. Frances, has voting and dispositive authority over the shares held by each of these entities and therefore beneficially owns such shares. Each of the Summit Funds, Mr. Chung, Mr. deLaar and Dr. Frances disclaim disclaims beneficial ownership of the shares, except, in each case, to the extent of such person's or entity's pecuniary interest therein. 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.