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[Form 4] Klaviyo, Inc. Insider Trading Activity

Filing Impact
(High)
Filing Sentiment
(Negative)
Form Type
4
Rhea-AI Filing Summary

Amanda Whalen, Chief Financial Officer of Klaviyo, Inc. (KVYO), reported multiple equity transactions on 08/15/2025. The filing shows 29,513 shares of Series B common stock converted into Series A common stock in connection with tax withholding for vested RSUs. The issuer withheld 46,829 Series A shares to satisfy tax withholding and the reporting person sold 15,000 Series A shares pursuant to a Rule 10b5-1 trading plan adopted August 16, 2024. The sale prices reported range from $30.92 to $31.53 with weighted averages shown as $31.43 and $31.32. Following these transactions, the filing reports 485,515 shares of Series A common stock beneficially owned and 419,680 derivative shares underlying options or awards.

Amanda Whalen, Chief Financial Officer di Klaviyo, Inc. (KVYO), ha segnalato diverse operazioni su azioni in data 15/08/2025. La comunicazione indica che 29.513 azioni di serie B sono state convertite in azioni di serie A in relazione al trattamento fiscale per RSU maturate. L鈥檈mittente ha trattenuto 46.829 azioni di serie A per coprire le imposte e la persona segnalante ha venduto 15.000 azioni di serie A in esecuzione di un piano di negoziazione ai sensi della Rule 10b5-1 adottato il 16 agosto 2024. I prezzi di vendita riportati vanno da $30,92 a $31,53, con medie ponderate di $31,43 e $31,32. A seguito di queste operazioni, la comunicazione indica la titolarit脿 beneficiaria di 485.515 azioni di serie A e 419.680 azioni derivative sottostanti opzioni o premi.

Amanda Whalen, directora financiera de Klaviyo, Inc. (KVYO), inform贸 varias transacciones de acciones el 15/08/2025. El informe muestra que 29.513 acciones de la Serie B se convirtieron en acciones de la Serie A en relaci贸n con la retenci贸n fiscal por RSU adquiridas. El emisor retuvo 46.829 acciones de la Serie A para cubrir la retenci贸n fiscal y la persona informante vendi贸 15.000 acciones de la Serie A conforme a un plan de negociaci贸n Rule 10b5-1 adoptado el 16 de agosto de 2024. Los precios de venta reportados oscilaron entre $30,92 y $31,53, con medias ponderadas de $31,43 y $31,32. Tras estas operaciones, el informe refleja la propiedad beneficiaria de 485.515 acciones de la Serie A y 419.680 acciones derivadas subyacentes a opciones o adjudicaciones.

Amanda Whalen, Klaviyo, Inc.(KVYO) 斓滉碃鞛毂呾瀯鞛�(CFO),臧� 2025-08-15鞐� 鞐煬 欤检嫕 瓯半灅毳� 氤搓碃頄堨姷雼堧嫟. 鞝滌稖靹滊鞐� 霐半ゴ氅� 29,513欤� 鞁滊Μ歃� B 氤错喌欤�臧� 靹膘垯霅� RSU鞐� 雽�頃� 靹戈笀 鞗愳矞歆曥垬毳� 鞙勴暣 鞁滊Μ歃� A 氤错喌欤茧 鞝勴櫂霅橃棃鞀惦媹雼�. 氚滍枆靷姅 靹戈笀 鞗愳矞歆曥垬毳� 鞙勴暣 46,829欤� 鞁滊Μ歃� A毳� 氤措頄堨溂氅�, 氤搓碃鞚胳潃 2024雲� 8鞗� 16鞚� 毂勴儩霅� Rule 10b5-1 毵るГ瓿勴殟鞐� 霐半澕 15,000欤� 鞁滊Μ歃� A毳� 毵る弰頄堨姷雼堧嫟. 鞁犼碃霅� 毵る弰 臧�瓴╈潃 $30.92~$31.53 氩旍渼鞚措┌, 臧�欷戫弶攴犾潃 $31.43鞕赌 $31.32搿� 旮办灛霅橃柎 鞛堨姷雼堧嫟. 鞚� 瓯半灅霌� 鞚错泟 鞝滌稖靹滊電� 485,515欤�鞚� 鞁滊Μ歃� A 氤错喌欤� 鞁れ 氤挫湢鞕赌 419,680欤�鞚� 鞓奠厴 霕愲姅 氤挫儊鞐� 霐半ジ 韺岇儩欤茧ゼ 氤挫湢頃橁碃 鞛堨潓鞚� 氤搓碃頃橁碃 鞛堨姷雼堧嫟.

Amanda Whalen, directrice financi猫re de Klaviyo, Inc. (KVYO), a d茅clar茅 plusieurs op茅rations sur titres le 15/08/2025. Le dossier indique que 29 513 actions de s茅rie B ont 茅t茅 converties en actions de s茅rie A en lien avec la retenue fiscale pour RSU acquises. L鈥櫭﹎etteur a retenu 46 829 actions de s茅rie A pour couvrir la retenue d鈥檌mp么t et la personne d茅clarante a vendu 15 000 actions de s茅rie A en vertu d鈥檜n plan de n茅gociation Rule 10b5-1 adopt茅 le 16 ao没t 2024. Les prix de vente d茅clar茅s vont de 30,92 $ 脿 31,53 $, avec des moyennes pond茅r茅es de 31,43 $ et 31,32 $. 脌 la suite de ces op茅rations, le dossier fait 茅tat de la d茅tention b茅n茅ficiaire de 485 515 actions de s茅rie A et de 419 680 actions d茅riv茅es li茅es 脿 des options ou des attributions.

Amanda Whalen, Chief Financial Officer von Klaviyo, Inc. (KVYO), meldete mehrere Aktiengesch盲fte am 15.08.2025. Die Meldung zeigt, dass 29.513 Aktien der Serie B im Zusammenhang mit der Steuerabf眉hrung f眉r ausge眉bte RSUs in Aktien der Serie A umgewandelt wurden. Der Emittent hat 46.829 Aktien der Serie A einbehalten, um die Steuerabf眉hrung zu erf眉llen, und die meldende Person verkaufte 15.000 Aktien der Serie A gem盲脽 einem Rule-10b5-1-Handelsplan, der am 16. August 2024 verabschiedet wurde. Die gemeldeten Verkaufspreise liegen zwischen $30,92 und $31,53, mit gewichteten Durchschnitten von $31,43 bzw. $31,32. Nach diesen Transaktionen weist die Meldung 485.515 gehaltene Series-A-Aktien und 419.680 derivative Aktien zugunsten von Optionen oder Zuwendungen aus.

Positive
  • Use of a Rule 10b5-1 trading plan (adopted August 16, 2024) indicating pre-planned, compliant dispositions
  • Disclosure of tax-withholding conversions (29,513 Series B shares converted to Series A) tied to RSU vesting, clarifying mechanics
  • Transparent price reporting including weighted-average prices and range ($30.92 to $31.53) with offer to provide per-lot details
Negative
  • Insider sold 15,000 Series A shares on 08/15/2025, representing realized disposition at ~ $31.3 per share
  • Material reduction in directly owned shares shown by sequential decreases from 547,344 to 485,515 Series A shares following transactions

Insights

TL;DR: Insider sold a modest number of shares under a pre-set plan; ownership remains substantial.

The reported dispositions total 61,829 Series A-equivalent shares (46,829 withheld for taxes and 15,000 sold under a 10b5-1 plan) executed on 08/15/2025 at weighted-average prices ~ $31.3. The conversion of 29,513 Series B shares into Series A stock reflects routine post-vesting mechanics to satisfy tax obligations. Post-transaction beneficial ownership reported is 485,515 Series A shares and 419,680 underlying derivative shares, indicating continued significant economic and voting interest. These transactions appear administrative and pre-planned rather than opportunistic market-timing.

TL;DR: Use of a 10b5-1 plan and tax withholding is compliant and increases disclosure transparency.

The filing explicitly notes a Rule 10b5-1 trading plan adopted August 16, 2024 and shows shares withheld to meet tax obligations from RSU vesting. The clear footnotes on conversion rights and withholding volumes provide useful governance disclosure. No departures, accelerated vesting events, or unusual related-party transactions are disclosed. Documentation of price ranges and willingness to provide per-lot sale details reinforces regulatory compliance.

Amanda Whalen, Chief Financial Officer di Klaviyo, Inc. (KVYO), ha segnalato diverse operazioni su azioni in data 15/08/2025. La comunicazione indica che 29.513 azioni di serie B sono state convertite in azioni di serie A in relazione al trattamento fiscale per RSU maturate. L鈥檈mittente ha trattenuto 46.829 azioni di serie A per coprire le imposte e la persona segnalante ha venduto 15.000 azioni di serie A in esecuzione di un piano di negoziazione ai sensi della Rule 10b5-1 adottato il 16 agosto 2024. I prezzi di vendita riportati vanno da $30,92 a $31,53, con medie ponderate di $31,43 e $31,32. A seguito di queste operazioni, la comunicazione indica la titolarit脿 beneficiaria di 485.515 azioni di serie A e 419.680 azioni derivative sottostanti opzioni o premi.

Amanda Whalen, directora financiera de Klaviyo, Inc. (KVYO), inform贸 varias transacciones de acciones el 15/08/2025. El informe muestra que 29.513 acciones de la Serie B se convirtieron en acciones de la Serie A en relaci贸n con la retenci贸n fiscal por RSU adquiridas. El emisor retuvo 46.829 acciones de la Serie A para cubrir la retenci贸n fiscal y la persona informante vendi贸 15.000 acciones de la Serie A conforme a un plan de negociaci贸n Rule 10b5-1 adoptado el 16 de agosto de 2024. Los precios de venta reportados oscilaron entre $30,92 y $31,53, con medias ponderadas de $31,43 y $31,32. Tras estas operaciones, el informe refleja la propiedad beneficiaria de 485.515 acciones de la Serie A y 419.680 acciones derivadas subyacentes a opciones o adjudicaciones.

Amanda Whalen, Klaviyo, Inc.(KVYO) 斓滉碃鞛毂呾瀯鞛�(CFO),臧� 2025-08-15鞐� 鞐煬 欤检嫕 瓯半灅毳� 氤搓碃頄堨姷雼堧嫟. 鞝滌稖靹滊鞐� 霐半ゴ氅� 29,513欤� 鞁滊Μ歃� B 氤错喌欤�臧� 靹膘垯霅� RSU鞐� 雽�頃� 靹戈笀 鞗愳矞歆曥垬毳� 鞙勴暣 鞁滊Μ歃� A 氤错喌欤茧 鞝勴櫂霅橃棃鞀惦媹雼�. 氚滍枆靷姅 靹戈笀 鞗愳矞歆曥垬毳� 鞙勴暣 46,829欤� 鞁滊Μ歃� A毳� 氤措頄堨溂氅�, 氤搓碃鞚胳潃 2024雲� 8鞗� 16鞚� 毂勴儩霅� Rule 10b5-1 毵るГ瓿勴殟鞐� 霐半澕 15,000欤� 鞁滊Μ歃� A毳� 毵る弰頄堨姷雼堧嫟. 鞁犼碃霅� 毵る弰 臧�瓴╈潃 $30.92~$31.53 氩旍渼鞚措┌, 臧�欷戫弶攴犾潃 $31.43鞕赌 $31.32搿� 旮办灛霅橃柎 鞛堨姷雼堧嫟. 鞚� 瓯半灅霌� 鞚错泟 鞝滌稖靹滊電� 485,515欤�鞚� 鞁滊Μ歃� A 氤错喌欤� 鞁れ 氤挫湢鞕赌 419,680欤�鞚� 鞓奠厴 霕愲姅 氤挫儊鞐� 霐半ジ 韺岇儩欤茧ゼ 氤挫湢頃橁碃 鞛堨潓鞚� 氤搓碃頃橁碃 鞛堨姷雼堧嫟.

Amanda Whalen, directrice financi猫re de Klaviyo, Inc. (KVYO), a d茅clar茅 plusieurs op茅rations sur titres le 15/08/2025. Le dossier indique que 29 513 actions de s茅rie B ont 茅t茅 converties en actions de s茅rie A en lien avec la retenue fiscale pour RSU acquises. L鈥櫭﹎etteur a retenu 46 829 actions de s茅rie A pour couvrir la retenue d鈥檌mp么t et la personne d茅clarante a vendu 15 000 actions de s茅rie A en vertu d鈥檜n plan de n茅gociation Rule 10b5-1 adopt茅 le 16 ao没t 2024. Les prix de vente d茅clar茅s vont de 30,92 $ 脿 31,53 $, avec des moyennes pond茅r茅es de 31,43 $ et 31,32 $. 脌 la suite de ces op茅rations, le dossier fait 茅tat de la d茅tention b茅n茅ficiaire de 485 515 actions de s茅rie A et de 419 680 actions d茅riv茅es li茅es 脿 des options ou des attributions.

Amanda Whalen, Chief Financial Officer von Klaviyo, Inc. (KVYO), meldete mehrere Aktiengesch盲fte am 15.08.2025. Die Meldung zeigt, dass 29.513 Aktien der Serie B im Zusammenhang mit der Steuerabf眉hrung f眉r ausge眉bte RSUs in Aktien der Serie A umgewandelt wurden. Der Emittent hat 46.829 Aktien der Serie A einbehalten, um die Steuerabf眉hrung zu erf眉llen, und die meldende Person verkaufte 15.000 Aktien der Serie A gem盲脽 einem Rule-10b5-1-Handelsplan, der am 16. August 2024 verabschiedet wurde. Die gemeldeten Verkaufspreise liegen zwischen $30,92 und $31,53, mit gewichteten Durchschnitten von $31,43 bzw. $31,32. Nach diesen Transaktionen weist die Meldung 485.515 gehaltene Series-A-Aktien und 419.680 derivative Aktien zugunsten von Optionen oder Zuwendungen aus.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
X
 Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Whalen Amanda
(Last) (First) (Middle)
C/O KLAVIYO, INC.
125 SUMMER STREET, 6TH FLOOR
(Street)
BOSTON MA 02110
(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Klaviyo, Inc. [ KVYO ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Financial Officer
3. Date of Earliest Transaction (Month/Day/Year)
08/15/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
 6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Series A Common Stock 08/15/2025 C(1) 29,513 A (2) 547,344 D
Series A Common Stock 08/15/2025 F(3) 46,829 D $31.43 500,515 D
Series A Common Stock 08/15/2025 S(4) 15,000 D $31.32(5) 485,515(6) D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Series B Common Stock (2) 08/15/2025 C(1) 29,513 (2) (2) Series A Common Stock 29,513 $0 419,680(7) D
Explanation of Responses:
1. Represents 29,513 shares of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), automatically converted into shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), in connection with tax withholding obligations related to the vesting and settlement of restricted stock units ("RSUs").
2. Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.
3. Represents shares of the Series A Common Stock withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of RSUs.
4. These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024.
5. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.92 to $31.53 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.
6. Consists of (i) 46,483 shares of Series A Common Stock and (ii) 439,032 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.
7. Consists of (i) 235,305 shares of Series B Common Stock and (ii) 184,375 unvested RSUs awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement.
Remarks:
/s/ Landon Edmond, Attorney-in-Fact 08/19/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source:

FAQ

What transactions did Amanda Whalen (KVYO) report on Form 4?

The filing reports conversion of 29,513 Series B shares to Series A for tax withholding, 46,829 Series A shares withheld for taxes, and sale of 15,000 Series A shares on 08/15/2025.

Were the share sales by the insider part of a 10b5-1 trading plan?

Yes. The filing states the 15,000-share sale was effected pursuant to a Rule 10b5-1 trading plan adopted August 16, 2024.

At what prices were the shares sold?

Reported sale prices range from $30.92 to $31.53 per share; weighted-average prices are reported as $31.43 and $31.32 for different dispositions.

How many shares does the reporting person beneficially own after the transactions?

The filing shows 485,515 Series A common shares beneficially owned following the reported transactions.

What do the derivative holdings represent?

The filing reports 419,680 derivative securities beneficially owned, consisting of options/RSUs underlying Series A or Series B common stock as detailed in the footnotes.

Why were Series B shares converted to Series A?

The conversion of Series B to Series A was automatic in connection with tax withholding for vested RSUs and each Series B share converts into one Series A share per the issuer's charter as stated in the filing.
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Klaviyo, Inc.

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KVYO Stock Data

9.34B
116.44M
0.39%
88.58%
1.83%
Software - Infrastructure
Services-prepackaged Software
United States
BOSTON