Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Klaviyo, Inc.KVYO · Entity 3775 | Chief Technology Officer | September 16, 2024 | September 18, 2024 |
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 September 16, 2024 · Filed September 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-09-16 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-09-16 · Conversion · Acquired 130,000 · Balance 130,000 F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 21, 2023. Row 2 · 2024-09-16 · Sale · Disposed 101,066 · Balance 28,934 F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 21, 2023. F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.50 to $32.50 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. Row 3 · 2024-09-16 · Sale · Disposed 28,934 · 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 November 21, 2023. F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.65 to $31.49 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. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.06 · Expires 2030-04-15 | Direct | 1,028,693 |
Reported balance
After 2024-09-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-09-16 · Exercise / conversion · Disposed 130,000 · Balance 1,028,693 F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 21, 2023. F4: The shares underlying this option are fully vested and exercisable by the Reporting Person as of the date hereof. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.06 · Expires 2030-04-15 | Direct | 995,960 |
Reported balance
After 2024-09-17 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-09-17 · Exercise / conversion · Disposed 32,733 · Balance 995,960 F4: The shares underlying this option are fully vested and exercisable by the Reporting Person as of the date hereof. |
| Series B Common StockSEC Table II · derivative / convertible security | Direct | 356,314 |
Reported balance
After 2024-09-16 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-09-16 · Exercise / conversion · Acquired 130,000 · Balance 356,314 F5: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 21, 2023. |
| Series B Common StockSEC Table II · derivative / convertible security | Direct | 226,314 |
Reported balance
After 2024-09-16 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-09-16 · Conversion · Disposed 130,000 · Balance 226,314 F5: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 21, 2023. |
| Series B Common StockSEC Table II · derivative / convertible security | Direct | 259,047 |
Reported balance
After 2024-09-17 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-09-17 · Exercise / conversion · Acquired 32,733 · Balance 259,047 F5: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F6: Consists of (i) 178,203 shares of Series B Common Stock and (ii) 80,844 unvested restricted stock units awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. |
Filing footnotes · ownership attribution and instrument terms
F1: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 21, 2023.
F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.50 to $32.50 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.65 to $31.49 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: The shares underlying this option are fully vested and exercisable by the Reporting Person as of the date hereof.
F5: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.
F6: Consists of (i) 178,203 shares of Series B Common Stock and (ii) 80,844 unvested restricted stock units awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement.
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 |
|---|---|---|---|---|---|---|
| September 17, 2024 Filed Sep 18, 2024 21:41 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Exercise / conversionSeries B Common Stock · Derivative | 32,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000095 · wk-form4_1726695677.xml · derivative · entry 8 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 259,047 Underlying: Series A Common Stock · 32,733 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. F5 · derivative.exercise_price: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F5 · derivative.exercise_date: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F5 · derivative.expiration_date: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F6 · balance_after: Consists of (i) 178,203 shares of Series B Common Stock and (ii) 80,844 unvested restricted stock units awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| September 17, 2024 Filed Sep 18, 2024 21:41 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Exercise / conversionStock Option (Right to Buy) · Derivative | 32,733 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001835830-24-000095 · wk-form4_1726695677.xml · derivative · entry 7 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 995,960 Underlying: Series B Common Stock · 32,733 shares Expires 2030-04-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable by the Reporting Person as of the date hereof. Read SEC document |
| September 16, 2024 Filed Sep 18, 2024 21:41 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 130,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000095 · wk-form4_1726695677.xml · derivative · entry 6 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 226,314 Underlying: Series A Common Stock · 130,000 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. F5 · derivative.exercise_price: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 21, 2023. F5 · derivative.exercise_date: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F5 · derivative.expiration_date: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| September 16, 2024 Filed Sep 18, 2024 21:41 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Exercise / conversionSeries B Common Stock · Derivative | 130,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000095 · wk-form4_1726695677.xml · derivative · entry 5 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 356,314 Underlying: Series A Common Stock · 130,000 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. F5 · derivative.exercise_price: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 21, 2023. F5 · derivative.exercise_date: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F5 · derivative.expiration_date: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| September 16, 2024 Filed Sep 18, 2024 21:41 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Exercise / conversionStock Option (Right to Buy) · Derivative | 130,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001835830-24-000095 · wk-form4_1726695677.xml · derivative · entry 4 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,028,693 Underlying: Series B Common Stock · 130,000 shares Expires 2030-04-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 21, 2023. F4 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable by the Reporting Person as of the date hereof. Read SEC document |
| September 16, 2024 Filed Sep 18, 2024 21:41 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 28,934 | $31.21 | $903,030.14 |
DisclosureSEC source: 0001835830-24-000095 · wk-form4_1726695677.xml · nonDerivative · entry 3 Chaves Allen · CIK 0001991400 · Chief Technology Officer 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 November 21, 2023. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.65 to $31.49 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, 2024 Filed Sep 18, 2024 21:41 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 101,066 | $32.03 | $3,237,143.98 |
DisclosureSEC source: 0001835830-24-000095 · wk-form4_1726695677.xml · nonDerivative · entry 2 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,934 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 21, 2023. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.50 to $32.50 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, 2024 Filed Sep 18, 2024 21:41 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 130,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000095 · wk-form4_1726695677.xml · nonDerivative · entry 1 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 130,000 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 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 21, 2023. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 23:48 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 13,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000088 · wk-form4_1723852108.xml · derivative · entry 3 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,314 Underlying: Series A Common Stock · 13,161 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: Represents 13,161 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), in connection with tax withholding obligations related to the vesting and settlement of restricted stock units ("RSUs"). F2 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F4 · balance_after: Consists of (i) 145,470 shares of Series B Common Stock and (ii) 80,844 unvested RSUs awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 23:48 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Tax withholdingSeries A Common Stock | 13,161 | $31.83 | $418,914.63 |
DisclosureSEC source: 0001835830-24-000088 · wk-form4_1723852108.xml · nonDerivative · entry 2 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · kind: Represents shares of Series A Common Stock withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of RSUs. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 23:48 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 13,161 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000088 · wk-form4_1723852108.xml · nonDerivative · entry 1 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,161 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents 13,161 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), in connection with tax withholding obligations related to the vesting and settlement of restricted stock units ("RSUs"). F2 · price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| August 13, 2024 Filed Aug 14, 2024 21:41 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Exercise / conversionSeries B Common Stock · Derivative | 32,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000083 · wk-form4_1723671667.xml · derivative · entry 8 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 239,475 Underlying: Series A Common Stock · 32,733 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. F5 · derivative.exercise_price: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F5 · derivative.exercise_date: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F5 · derivative.expiration_date: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F6 · balance_after: Consists of (i) 131,412 shares of Series B Common Stock and (ii) 108,063 unvested restricted stock units awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| August 13, 2024 Filed Aug 14, 2024 21:41 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Exercise / conversionStock Option (Right to Buy) · Derivative | 32,733 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001835830-24-000083 · wk-form4_1723671667.xml · derivative · entry 7 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,158,693 Underlying: Series B Common Stock · 32,733 shares Expires 2030-04-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable by the Reporting Person as of the date hereof. Read SEC document |
| August 12, 2024 Filed Aug 14, 2024 21:41 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 130,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000083 · wk-form4_1723671667.xml · derivative · entry 6 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 206,742 Underlying: Series A Common Stock · 130,000 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. F5 · derivative.exercise_price: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F5 · derivative.exercise_date: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F5 · derivative.expiration_date: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| August 12, 2024 Filed Aug 14, 2024 21:41 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Exercise / conversionSeries B Common Stock · Derivative | 130,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000083 · wk-form4_1723671667.xml · derivative · entry 5 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 336,742 Underlying: Series A Common Stock · 130,000 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. F5 · derivative.exercise_price: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 21, 2023. F5 · derivative.exercise_date: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F5 · derivative.expiration_date: Each share of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), of the Issuer, and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| August 12, 2024 Filed Aug 14, 2024 21:41 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Exercise / conversionStock Option (Right to Buy) · Derivative | 130,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001835830-24-000083 · wk-form4_1723671667.xml · derivative · entry 4 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,191,426 Underlying: Series B Common Stock · 130,000 shares Expires 2030-04-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 21, 2023. F4 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable by the Reporting Person as of the date hereof. Read SEC document |
| August 12, 2024 Filed Aug 14, 2024 21:41 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 10,509 | $31.17 | $327,565.53 |
DisclosureSEC source: 0001835830-24-000083 · wk-form4_1723671667.xml · nonDerivative · entry 3 Chaves Allen · CIK 0001991400 · Chief Technology Officer 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 November 21, 2023. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.00 to $31.30 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 12, 2024 Filed Aug 14, 2024 21:41 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 119,491 | $31.63 | $3,779,500.33 |
DisclosureSEC source: 0001835830-24-000083 · wk-form4_1723671667.xml · nonDerivative · entry 2 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,509 F1 · kind: These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 21, 2023. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.31 to $32.30 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 12, 2024 Filed Aug 14, 2024 21:41 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 130,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000083 · wk-form4_1723671667.xml · nonDerivative · entry 1 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 130,000 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. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:18 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 12,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001991400-24-000002 · wk-form4_1715977065.xml · derivative · entry 3 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,742 Underlying: Series A Common Stock · 12,004 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: Represents 12,004 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), which were subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F3 · balance_after: Consists of (i) 98,679 shares of Series B Common Stock and (ii) 108,063 unvested RSUs awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:18 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Tax withholdingSeries A Common Stock | 12,004 | $24.80 | $297,699.20 |
DisclosureSEC source: 0001991400-24-000002 · wk-form4_1715977065.xml · nonDerivative · entry 2 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Represents 12,004 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), which were subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:18 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 12,004 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001991400-24-000002 · wk-form4_1715977065.xml · nonDerivative · entry 1 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,004 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents 12,004 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), which were subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 21:50 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 9,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000008 · wk-form4_1708120229.xml · derivative · entry 3 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,746 Underlying: Series A Common Stock · 9,220 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · kind: Represents 9,220 shares of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock") and subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F3 · balance_after: Amount consists of (a) 83,464 shares of Series B Common Stock and (b) 135,282 unvested RSUs awarded under the 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 21:50 UTC | Klaviyo, Inc. KVYO · Entity 3775 | Tax withholdingSeries A Common Stock | 9,220 | $29.71 | $273,926.20 |
DisclosureSEC source: 0001835830-24-000008 · wk-form4_1708120229.xml · nonDerivative · entry 2 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Represents 9,220 shares of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock") and subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 21:50 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 9,220 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000008 · wk-form4_1708120229.xml · nonDerivative · entry 1 Chaves Allen · CIK 0001991400 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,220 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents 9,220 shares of Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into Series A Common Stock, par value $0.001 per share ("Series A Common Stock") and subsequently withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · price: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.