Roxanne Oulman - 09 Jun 2026 Form 4 Insider Report for Klaviyo, Inc. (KVYO)

Reporting relationship: Director
Issuer ticker: KVYO
Reported as of: 09 Jun 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 11 Jun 2026, 20:04:22 UTC
Prior SEC filing: 19 Mar 2026
Next SEC filing: 22 Jun 2026
Source filing: View source filing
Reporting owner signature: /s/ Landon Edmond, Attorney-in-Fact

Key filing fact

Roxanne Oulman filed Form 4 for Klaviyo, Inc. (KVYO) on 11 Jun 2026.

Key facts

This page summarizes Roxanne Oulman's Form 4 filing for Klaviyo, Inc. (KVYO).
3 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 11 Jun 2026, 20:04.

Change

Previous filing in this sequence was filed on 19 Mar 2026.
Current net transaction value: $0.

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 0001523073 Primary reporting owner

Oulman Roxanne

Relationship: Director
Address: C/O KLAVIYO, INC., 125 SUMMER STREET, 6TH FLOOR, BOSTON
Signature: /s/ Landon Edmond, Attorney-in-Fact
Signature date: 11 Jun 2026

Reported non-derivative transactions

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

KVYO transaction

Series A Common Stock

Award

Transaction value
Shares: +14,822
Change %: +103%
Price: $0.000000^*
Shares after: 29,174
Date: 09 Jun 2026
Ownership: Direct
Footnotes: F1

KVYO transaction

Series A Common Stock

Conversion of derivative security

Transaction value
Shares: +8,169
Change %: +28%
Price
Shares after: 37,343
Date: 11 Jun 2026
Ownership: Direct
Footnotes: F2, F3

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: -8,169
Change %: -35%
Price: $0.000000^*
Shares after: 15,165
Date: 11 Jun 2026
Ownership: Direct
Underlying class: Series A Common Stock
Underlying amount: 8,169
Exercise price
Footnotes: F2

KVYO holding Derivative

Series B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 46,666
Date: 09 Jun 2026
Ownership: By Roxanne Oulman 2025 GRAT
Underlying class: Series A Common Stock
Underlying amount: 46,666
Exercise price
Footnotes: F2, F4, F5

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote F1

Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 9, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date.

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 Series A Common Stock of the Issuer, 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

Consists of (i) 22,521 shares of Series A Common Stock and (ii) 14,822 unvested RSUs awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.

Footnote F4

Reflects 46,666 shares of Series B Common Stock previously transferred from the Reporting Person to Roxanne Oulman 2025 GRAT.

Footnote F5

Shares held by Roxanne Oulman 2025 GRAT, 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.