Roxanne Oulman - 22 Jul 2026 Form 4 Insider Report for Klaviyo, Inc. (KVYO)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
24 Jul 2026, 20:08:20 UTC
Prior SEC filing
22 Jun 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Landon Edmond, Attorney-in-Fact

Key filing fact

Roxanne Oulman filed Form 4 for Klaviyo, Inc. (KVYO) on 24 Jul 2026.

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.

Change

  • Previous filing in this sequence was filed on 22 Jun 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
24 Jul 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
+16,775
Change %
Price
Shares after
16,775
Date
22 Jul 2026
Ownership
By Roxanne Oulman 2025 GRAT
Footnotes
F1, F2
KVYO holding

Series A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
37,343
Date
22 Jul 2026
Ownership
Direct
Footnotes
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
-16,775
Change %
-36%
Price
$0.000000*
Shares after
29,891
Date
22 Jul 2026
Ownership
By Roxanne Oulman 2025 GRAT
Underlying class
Series A Common Stock
Underlying amount
16,775
Exercise price
Footnotes
F1, F2
KVYO holding Derivative

Series B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
15,165
Date
22 Jul 2026
Ownership
Direct
Underlying class
Series A Common Stock
Underlying amount
15,165
Exercise price
Footnotes
F1
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

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.

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