Welcome to our dedicated page for Klaviyo SEC filings (Ticker: KVYO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Klaviyo, Inc. filings document the operating results, governance, capital actions, and material events of a public SaaS company focused on autonomous B2C CRM. Its Form 8-K reports furnish quarterly and annual financial results, investor presentations, Regulation FD disclosures, and business updates related to the company’s customer-data platform, marketing automation, service workflows, and AI-enabled product strategy.
The company’s proxy materials cover board matters, executive compensation, equity awards, shareholder voting items, and corporate governance. Other filings disclose capital-structure matters such as Series A Common Stock repurchases, material agreements, compensatory arrangements, leadership-transition disclosures, exhibits, and Inline XBRL cover-page data.
Klaviyo, Inc. Chief Financial Officer Amanda Whalen reported an open‑market sale of 14,000 shares of Series A Common Stock on June 18, 2026 at a weighted average price of $13.23 per share. The sale was made under a Rule 10b5‑1 trading plan adopted on August 21, 2025, indicating it was pre‑scheduled. Following this transaction, she holds a total of 852,192 equity-linked interests, including 73,302 shares of Series A Common Stock, 551,618 unvested restricted stock units, and 227,272 unvested performance stock units.
KVYO reported insider dispositions under Rule 144/10b5-1. The filing lists Restricted Stock Units of 42,000 shares (dated 11/15/2025) identified as the securities to be sold. It also discloses two brokered 10b5-1 sales: 14,000 shares on 05/14/2026 for $199,644.20 and 14,000 shares on 04/16/2026 for $259,548.80.
Klaviyo, Inc. director Roxanne Oulman reported equity awards and a share conversion. She received 14,822 restricted stock units (RSUs) of Series A Common Stock, which vest in full on the earlier of June 9, 2027 or the company’s next annual shareholder meeting, subject to continued board service.
She also converted 8,169 shares of Series B Common Stock into 8,169 shares of Series A Common Stock. After these transactions, she holds 37,343 Series A shares directly, consisting of 22,521 shares and 14,822 unvested RSUs, plus 46,666 Series B shares held indirectly through the Roxanne Oulman 2025 GRAT, where she serves as trustee and disclaims beneficial ownership beyond any pecuniary interest.
St. Ledger Susan reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. director Susan St. Ledger received a grant of 14,822 restricted stock units (RSUs) of Series A Common Stock on June 9, 2026 under the 2023 Stock Option and Incentive Plan. The RSUs vest in full on June 9, 2027 or the next annual meeting, subject to continued board service. After this grant, she holds 25,761 Series A Common Stock shares and RSUs in total, including 10,939 shares and 14,822 unvested RSUs.
Ceran Jennifer reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. director Jennifer Ceran received a grant of 14,822 restricted stock units, each tied to one share of Series A Common Stock, at no cash cost per unit. These RSUs vest in full on the earlier of June 9, 2027 or Klaviyo’s next annual shareholder meeting, contingent on her continued board service. Following this award, Ceran’s stake comprises 30,691 shares of Series A Common Stock and 14,822 unvested RSUs, totaling 45,513 shares and share-equivalents.
Weisman Tony reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. director Tony Weisman reported a compensation-related equity award rather than an open-market trade. He received 14,822 restricted stock units (RSUs) of Series A Common Stock, which vest in full on the earlier of June 9, 2027 or the company’s next annual stockholder meeting, subject to his continued board service. Following this award, he holds 104,174 Series A Common Stock and RSUs directly and 20,833 shares indirectly through a trust.
Klaviyo director and Co‑Chief Executive Officer Luciano Fernandez Gomez reported a tax-related share disposition. On the vesting of restricted stock units, 1,746 shares of Series A Common Stock were withheld by Klaviyo at $14.78 per share to satisfy tax obligations.
After this withholding, Fernandez Gomez directly holds 2,323,705 shares, including unvested RSUs and performance stock units that each may convert into one share upon future vesting and settlement.
Klaviyo, Inc. reported the results of its 2026 annual stockholder meeting held virtually on June 9, 2026. Stockholders elected three Class III directors — Jennifer Ceran, Chano Fernández, and Susan St. Ledger — to serve until the 2029 annual meeting, with each nominee receiving over 1.49 billion votes in favor.
Stockholders also approved, on a non-binding advisory basis, the compensation of the company’s named executive officers, with 1,494,346,600 votes for and 18,300,389 against. In addition, they ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 1,537,384,843 votes for.
Klaviyo, Inc. Co-CEO Andrew Bialecki reported an insider transaction involving a derivative conversion and share sale. On May 26, 2026, he converted 212,529 shares linked to Series B Common Stock into 212,529 shares of Series A Common Stock, then sold 212,529 Series A shares at a weighted average price of $14.61 per share in an open-market transaction.
Following the sale, he continued to hold 66,731,589 shares of Series B Common Stock directly and additional Series B shares indirectly through family trusts and his spouse. The filing states these transactions were carried out under a Rule 10b5-1 trading plan adopted on May 20, 2025, indicating they were pre-scheduled.
Andrew Bialecki reported multiple sales of common stock executed under pre-arranged 10b5-1 plans and brokered transactions. The excerpt lists repeated 10b5-1 sales (for example, 05/19/2026 of 200,000 shares for $2,976,080 and 05/12/2026 of 200,000 shares for $2,921,680), and numerous other daily dispositions at varying amounts. Transactions are shown as brokered through Morgan Stanley Smith Barney LLC and include entries labeled "Previously Exercised Stock Options" and cash settlement dates.