Erica Ellen Smith - 15 Sep 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
17 Sep 2026, 18:14:42 UTC
Prior SEC filing
01 Sep 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Landon Edmond, Attorney-in-Fact

Key filing fact

Erica Ellen Smith filed Form 4 for Klaviyo, Inc. (KVYO) on 17 Sep 2026.

Key facts

  • This page summarizes Erica Ellen Smith's Form 4 filing for Klaviyo, Inc. (KVYO).
  • 2 reported transactions and 0 derivative rows are listed below.
  • Accepted by SEC: 17 Sep 2026, 18:14.

Change

  • Previous filing in this sequence was filed on 01 Sep 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 0002050221 Primary reporting owner

Smith Erica Ellen

Relationship
Chief Financial Officer
Address
C/O KLAVIYO, INC., 125 SUMMER STREET, 6TH FLOOR, BOSTON
Signature
/s/ Landon Edmond, Attorney-in-Fact
Signature date
17 Sep 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
+821,917
Change %
Price
$0.000000*
Shares after
821,917
Date
15 Sep 2026
Ownership
Direct
Footnotes
F1
KVYO transaction

Series A Common Stock

Award

Transaction value
Shares
+328,767
Change %
+40%
Price
$0.000000*
Shares after
1,150,684
Date
15 Sep 2026
Ownership
Direct
Footnotes
F2, F3, F4
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 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 will vest in sixteen equal quarterly installments, with the first such installment vesting on February 15, 2027, subject to the Reporting Person's continued service on each such vesting date.

Footnote F2

Represents performance stock units ("PSUs") awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. The PSUs will vest in up to three tranches over a two and a half year measurement period, subject to the achievement of specified performance targets tied to the trading price of the Series A Common Stock and the Reporting Person's continued service in the same or substantially equivalent position as the Reporting Person held as of the grant date through the applicable vesting date. Each tranche of PSUs will vest only if the average closing price of the Series A Common Stock for a period of at least sixty consecutive calendar days is at or above a specified dollar value during the applicable measurement period.

Footnote F3

(continued) The stock price targets for tranches 1 through 3 are $30.00, $50.00, and $75.00 per share, respectively, subject to proportionate adjustment in the event of any stock split or other similar change in the Issuer's capital stock.

Footnote F4

Consists of (i) 821,917 unvested RSUs awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement; and (ii) 328,767 unvested PSUs awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.

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