Key facts
- This page summarizes Roxanne Oulman's Form 4 filing for Klaviyo, Inc. (KVYO).
- 2 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 24 Jul 2026, 20:08.
Key filing fact
Ownership activity is grounded in SEC Form 4 disclosures.
Shares, units, or other non-derivative securities reported in this filing.
Conversion of derivative security
No transaction description listed
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
Conversion of derivative security
No transaction description listed
Additional SEC filing notes
Footnote F1
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 F2
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 her pecuniary interest therein, if any, and this report shall not be deemed to be an admission that she has beneficial ownership of such shares for Section 16 or any other purpose.
Footnote F3
Consists of (i) 22,521 shares of Series A Common Stock and (ii) 14,822 unvested restricted stock units 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.