Amanda Whalen - 14 May 2026 Form 4 Insider Report for Klaviyo, Inc. (KVYO)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
18 May 2026, 20:08:41 UTC
Prior SEC filing
17 Apr 2026
Next SEC filing
26 May 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Landon Edmond, Attorney-in-Fact

Key filing fact

Amanda Whalen filed Form 4 for Klaviyo, Inc. (KVYO) on 18 May 2026.

Key facts

  • This page summarizes Amanda Whalen's Form 4 filing for Klaviyo, Inc. (KVYO).
  • 6 reported transactions and 2 derivative rows are listed below.
  • Accepted by SEC: 18 May 2026, 20:08.

Change

  • Previous filing in this sequence was filed on 17 Apr 2026.
  • Current net transaction value: -$199,640.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001991131 Primary reporting owner

Whalen Amanda

Relationship
Chief Financial Officer
Address
C/O KLAVIYO, INC., 125 SUMMER STREET, 6TH FLOOR, BOSTON
Signature
/s/ Landon Edmond, Attorney-in-Fact
Signature date
18 May 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

KVYO transaction

Series A Common Stock

Conversion of derivative security

Transaction value
Shares
+14,000
Change %
+1.6%
Price
Shares after
909,141
Date
14 May 2026
Ownership
Direct
Footnotes
F1, F2
KVYO transaction

Series A Common Stock

Sale

Transaction value
$199,640
Shares
-14,000
Change %
-1.5%
Price
$14.26
Shares after
895,141
Date
14 May 2026
Ownership
Direct
Footnotes
F1, F3
KVYO transaction

Series A Common Stock

Conversion of derivative security

Transaction value
Shares
+13,527
Change %
+1.5%
Price
Shares after
908,668
Date
15 May 2026
Ownership
Direct
Footnotes
F2, F4
KVYO transaction

Series A Common Stock

Tax liability

Transaction value
Shares
-42,476
Change %
-4.7%
Price
$14.38*
Shares after
866,192
Date
15 May 2026
Ownership
Direct
Footnotes
F5, F6

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

KVYO transaction Derivative

Series B Common Stock

Conversion of derivative security

Transaction value
Shares
-14,000
Change %
-4.7%
Price
$0.000000*
Shares after
283,112
Date
14 May 2026
Ownership
Direct
Underlying class
Series A Common Stock
Underlying amount
14,000
Exercise price
Footnotes
F1, F2
KVYO transaction Derivative

Series B Common Stock

Conversion of derivative security

Transaction value
Shares
-13,527
Change %
-4.8%
Price
$0.000000*
Shares after
269,585
Date
15 May 2026
Ownership
Direct
Underlying class
Series A Common Stock
Underlying amount
13,527
Exercise price
Footnotes
F2, F4, F7
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 7 footnotes

Footnote F1

These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 21, 2025.

Footnote 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.

Footnote F3

The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $13.88 to $14.45 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.

Footnote F4

Represents 13,527 shares of Series B Common Stock automatically converted into shares of Series A Common Stock in connection with tax withholding obligations related to the vesting and settlement of restricted stock units ("RSUs").

Footnote F5

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.

Footnote F6

Consists of (i) 87,302 shares of Series A Common Stock; (ii) 551,618 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement; and (iii) 227,272 unvested performance stock units awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.

Footnote F7

Consists of 269,585 shares of Series B Common Stock.

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