Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Klaviyo, Inc.KVYO · Entity 3775 | Director · Co-Chief Executive Officer · 10% owner | May 26, 2026 | May 29, 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 May 26, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-05-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-26 · Conversion · Acquired 212,529 · Balance 212,529 F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Row 2 · 2026-05-26 · Sale · Disposed 212,529 · Balance 0 F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $14.43 to $15.00 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Series B Common StockSEC Table II · derivative / convertible security | Direct | 66,731,589 |
Reported balance
After 2026-05-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-26 · Conversion · Disposed 212,529 · Balance 66,731,589 F2: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. |
| Series B Common StockSEC Table II · derivative / convertible security | IndirectBy The Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023 | 7,517,410 |
Reported balance
Holding disclosure · report date 2026-05-26 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 7,517,410 F2: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F4: Shares held by the Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. |
| Series B Common StockSEC Table II · derivative / convertible security | IndirectBy The Elizabeth L. Bialecki Irrevocable GST Trust of 2023 | 517,006 |
Reported balance
Holding disclosure · report date 2026-05-26 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 517,006 F2: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F5: Shares held by the Elizabeth L. Bialecki Irrevocable GST Trust of 2023, of which the Reporting Person serves as a trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. |
| Series B Common StockSEC Table II · derivative / convertible security | IndirectBy The Andrew P. Bialecki Irrevocable GST Trust of 2023 | 517,006 |
Reported balance
Holding disclosure · report date 2026-05-26 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 517,006 F2: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F6: Shares held by the Andrew P. Bialecki Irrevocable GST Trust of 2023, of which the Reporting Person's spouse serves as a trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. |
| Series B Common StockSEC Table II · derivative / convertible security | IndirectBy spouse | 43,218 |
Reported balance
Holding disclosure · report date 2026-05-26 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 43,218 F2: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025.
F2: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.
F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $14.43 to $15.00 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: Shares held by the Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose.
F5: Shares held by the Elizabeth L. Bialecki Irrevocable GST Trust of 2023, of which the Reporting Person serves as a trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose.
F6: Shares held by the Andrew P. Bialecki Irrevocable GST Trust of 2023, of which the Reporting Person's spouse serves as a trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 07, 2025 Filed Oct 9, 2025 20:01 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 14,618 | $25.07 | $366,473.26 |
DisclosureSEC source: 0001991099-25-000003 · wk-form4_1760040098.xml · nonDerivative · entry 3 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.95 to $25.13 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 07, 2025 Filed Oct 9, 2025 20:01 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 144,890 | $25.32 | $3,668,614.80 |
DisclosureSEC source: 0001991099-25-000003 · wk-form4_1760040098.xml · nonDerivative · entry 2 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,618 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.135 to $26.13 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 07, 2025 Filed Oct 9, 2025 20:01 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 159,508 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001991099-25-000003 · wk-form4_1760040098.xml · nonDerivative · entry 1 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 159,508 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:06 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 137,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-25-000245 · wk-form4_1759435586.xml · derivative · entry 7 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 74,456,245 Underlying: Series A Common Stock · 137,224 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:06 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 28,811 | $27.70 | $798,064.70 |
DisclosureSEC source: 0001470831-25-000245 · wk-form4_1759435586.xml · nonDerivative · entry 6 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.68 to $27.75 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:06 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 39,733 | $28.22 | $1,121,265.26 |
DisclosureSEC source: 0001470831-25-000245 · wk-form4_1759435586.xml · nonDerivative · entry 5 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,811 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.77 to $28.76 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:06 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 44,672 | $29.03 | $1,296,828.16 |
DisclosureSEC source: 0001470831-25-000245 · wk-form4_1759435586.xml · nonDerivative · entry 4 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 68,544 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $28.77 to $29.76 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:06 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 6,048 | $30.28 | $183,133.44 |
DisclosureSEC source: 0001470831-25-000245 · wk-form4_1759435586.xml · nonDerivative · entry 3 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 113,216 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $29.80 to $30.76 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:06 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 17,960 | $31.24 | $561,070.40 |
DisclosureSEC source: 0001470831-25-000245 · wk-form4_1759435586.xml · nonDerivative · entry 2 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 119,264 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.82 to $31.77 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:06 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 137,224 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001470831-25-000245 · wk-form4_1759435586.xml · nonDerivative · entry 1 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 137,224 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| September 23, 2025 Filed Sep 25, 2025 20:11 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 211,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-25-000229 · wk-form4_1758831072.xml · derivative · entry 4 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 74,593,469 Underlying: Series A Common Stock · 211,358 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| September 23, 2025 Filed Sep 25, 2025 20:11 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 29,805 | $35.01 | $1,043,473.05 |
DisclosureSEC source: 0001470831-25-000229 · wk-form4_1758831072.xml · nonDerivative · entry 3 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.00 to $35.02 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 23, 2025 Filed Sep 25, 2025 20:11 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 181,553 | $35.52 | $6,448,762.56 |
DisclosureSEC source: 0001470831-25-000229 · wk-form4_1758831072.xml · nonDerivative · entry 2 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,805 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.025 to $36.02 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 23, 2025 Filed Sep 25, 2025 20:11 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 211,358 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001470831-25-000229 · wk-form4_1758831072.xml · nonDerivative · entry 1 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 211,358 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| September 16, 2025 Filed Sep 17, 2025 20:38 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 226,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-25-000215 · wk-form4_1758141493.xml · derivative · entry 4 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 74,804,827 Underlying: Series A Common Stock · 226,382 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F5 · balance_after: Reflects 4,428,420 shares of Series B Common Stock previously transferred from the Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023 to the Reporting Person. Read SEC document |
| September 16, 2025 Filed Sep 17, 2025 20:38 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 85,461 | $31.76 | $2,714,241.36 |
DisclosureSEC source: 0001470831-25-000215 · wk-form4_1758141493.xml · nonDerivative · entry 3 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.32 to $32.01 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 16, 2025 Filed Sep 17, 2025 20:38 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 140,921 | $32.71 | $4,609,525.91 |
DisclosureSEC source: 0001470831-25-000215 · wk-form4_1758141493.xml · nonDerivative · entry 2 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 85,461 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $32.02 to $33.01 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 16, 2025 Filed Sep 17, 2025 20:38 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 226,382 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001470831-25-000215 · wk-form4_1758141493.xml · nonDerivative · entry 1 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 226,382 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:06 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 220,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-25-000185 · wk-form4_1757621167.xml · derivative · entry 3 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 70,602,789 Underlying: Series A Common Stock · 220,481 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:06 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 220,481 | $31.96 | $7,046,572.76 |
DisclosureSEC source: 0001470831-25-000185 · wk-form4_1757621167.xml · nonDerivative · entry 2 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.44 to $32.345 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:06 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 220,481 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001470831-25-000185 · wk-form4_1757621167.xml · nonDerivative · entry 1 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 220,481 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:15 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 223,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-25-000167 · wk-form4_1757016925.xml · derivative · entry 4 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 70,823,270 Underlying: Series A Common Stock · 223,304 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:15 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 94,427 | $30.76 | $2,904,574.52 |
DisclosureSEC source: 0001470831-25-000167 · wk-form4_1757016925.xml · nonDerivative · entry 3 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.61 to $30.87 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:15 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 128,877 | $31.18 | $4,018,384.86 |
DisclosureSEC source: 0001470831-25-000167 · wk-form4_1757016925.xml · nonDerivative · entry 2 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 94,427 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.88 to $31.87 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:15 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 223,304 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001470831-25-000167 · wk-form4_1757016925.xml · nonDerivative · entry 1 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 223,304 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| August 28, 2025 Filed Aug 28, 2025 20:08 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 3,500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-25-000156 · wk-form4_1756411727.xml · derivative · entry 7 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 71,046,574 Underlying: Series A Common Stock · 3,500,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| August 28, 2025 Filed Aug 28, 2025 20:08 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GiftSeries A Common Stock | 3,500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-25-000156 · wk-form4_1756411727.xml · nonDerivative · entry 5 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F6 · kind: Represents a bona fide gift of 3,500,000 shares of stock from the Reporting Person to a donor-advised fund. The Reporting Person directed the transfer of 3,500,000 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the transfer pursuant to the Issuer's certificate of incorporation. These shares remain subject to a lock-up agreement for a period of 60 days following August 13, 2025, as required pursuant to a lock-up agreement the Reporting Person entered into with the underwriter in connection with a registered stock offering. Read SEC document |
| August 28, 2025 Filed Aug 28, 2025 20:08 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 3,500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001470831-25-000156 · wk-form4_1756411727.xml · nonDerivative · entry 4 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,500,000 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. F5 · price: The Reporting Person directed the transfer of 3,500,000 shares of their Series B Common Stock in connection with a bona fide gift to a donor-advised fund, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the transfer pursuant to the Issuer's certificate of incorporation. Read SEC document |
| August 26, 2025 Filed Aug 28, 2025 20:08 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 226,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-25-000156 · wk-form4_1756411727.xml · derivative · entry 6 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 74,546,574 Underlying: Series A Common Stock · 226,702 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| August 26, 2025 Filed Aug 28, 2025 20:08 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 10,269 | $31.21 | $320,495.49 |
DisclosureSEC source: 0001470831-25-000156 · wk-form4_1756411727.xml · nonDerivative · entry 3 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.17 to $31.22 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 26, 2025 Filed Aug 28, 2025 20:08 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 216,433 | $31.51 | $6,819,803.83 |
DisclosureSEC source: 0001470831-25-000156 · wk-form4_1756411727.xml · nonDerivative · entry 2 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,269 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.225 to $32.22 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 26, 2025 Filed Aug 28, 2025 20:08 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 226,702 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001470831-25-000156 · wk-form4_1756411727.xml · nonDerivative · entry 1 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 226,702 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 20, 2025. F2 · price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| June 11, 2025 Filed Jun 11, 2025 20:27 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-25-000069 · wk-form4_1749673657.xml · derivative · entry 3 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,773,276 Underlying: Series A Common Stock · 100,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| June 11, 2025 Filed Jun 11, 2025 20:27 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GiftSeries A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-25-000069 · wk-form4_1749673657.xml · nonDerivative · entry 2 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · kind: Represents a bona fide gift of 100,000 shares of stock from the Reporting Person to a donor-advised fund. The Reporting Person directed the transfer of 100,000 shares of their Series B Common Stock, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the transfer. Read SEC document |
| June 11, 2025 Filed Jun 11, 2025 20:27 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-25-000069 · wk-form4_1749673657.xml · nonDerivative · entry 1 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · price: The Reporting Person directed the transfer of 100,000 shares of their Series B Common Stock in connection with a bona fide gift to a donor-advised fund, resulting in the automatic conversion of the shares into Series A Common Stock upon execution of the transfer pursuant to the Issuer's certificate of incorporation. Read SEC document |
| May 16, 2025 Filed May 17, 2025 00:59 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 10,969,078 | $32.90 | $360,827,820.81 |
DisclosureSEC source: 0001835830-25-000060 · wk-form4_1747443579.xml · nonDerivative · entry 2 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Represents shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), sold in an underwritten registered offering, the proceeds of which were used to satisfy taxes incurred in connection with stock option exercises. Read SEC document |
| May 14, 2025 Filed May 17, 2025 00:59 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 10,969,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-25-000060 · wk-form4_1747443579.xml · derivative · entry 6 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,873,276 Underlying: Series A Common Stock · 10,969,078 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. F3 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F3 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F3 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| May 14, 2025 Filed May 17, 2025 00:59 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Exercise / conversionSeries B Common Stock · Derivative | 21,429,184 | $0.01 | $267,864.80 |
DisclosureSEC source: 0001835830-25-000060 · wk-form4_1747443579.xml · derivative · entry 5 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,842,354 Underlying: Series A Common Stock · 21,429,184 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. F3 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F3 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F3 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F4 · balance_after: Reflects 4,054,170 shares of Series B Common Stock previously transferred from the Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023 to the Reporting Person. Read SEC document |
| May 14, 2025 Filed May 17, 2025 00:59 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,600,000 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001835830-25-000060 · wk-form4_1747443579.xml · derivative · entry 4 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Series B Common Stock · 5,600,000 shares Expires 2025-09-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The shares underlying this option were fully vested and exercisable by the Reporting Person as of the date exercised. Read SEC document |
| May 14, 2025 Filed May 17, 2025 00:59 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,829,184 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001835830-25-000060 · wk-form4_1747443579.xml · derivative · entry 3 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Series B Common Stock · 15,829,184 shares Expires 2025-08-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The shares underlying this option were fully vested and exercisable by the Reporting Person as of the date exercised. Read SEC document |
| May 14, 2025 Filed May 17, 2025 00:59 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 10,969,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-25-000060 · wk-form4_1747443579.xml · nonDerivative · entry 1 Bialecki Andrew · CIK 0001991099 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,969,078 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. 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.