Roxanne Oulman - 06 Nov 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
09 Nov 2026, 16:29:03 UTC
Prior SEC filing
21 Sep 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Landon Edmond, Attorney-in-Fact
Filing notes and source

Key filing fact

Roxanne Oulman filed Form 4 for Klaviyo, Inc. (KVYO) on 09 Nov 2026.

Key facts

  • This page summarizes Roxanne Oulman's Form 4 filing for Klaviyo, Inc. (KVYO).
  • 1 reported transaction and 0 derivative rows are listed below.
  • Accepted by SEC: 09 Nov 2026, 16:29.

Change

  • Previous filing in this sequence was filed on 21 Sep 2026.
  • Current net transaction value: -$284,816.

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
09 Nov 2026

Reported non-derivative transactions

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

KVYO transaction

Series A Common Stock

Sale

Transaction value
-$284,816
Shares
-13,989
Change %
-37%
Price
$20.36
Shares after
23,354
Date
06 Nov 2026
Ownership
Direct
Footnotes
F4, F5, F6
KVYO holding

Series A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
12,881
Date
06 Nov 2026
Ownership
By The Grant Oulman & Roxanne Oulman Revocable Living Trust
Footnotes
F1, F2
KVYO holding

Series A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
3,894
Date
06 Nov 2026
Ownership
By Roxanne Oulman 2025 GRAT
Footnotes
F1, F3
* 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 6 footnotes

Footnote F1

Reflects the transfer of 12,881 shares of Series A Common Stock, par value $0.001 per share ("Series A Common Stock") from the Roxanne Oulman 2025 GRAT to The Grant Oulman & Roxanne Oulman Revocable Living Trust, of which the Reporting Person serves as a co-trustee, in accordance with the exemption afforded by Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Following the transfer, 12,881 shares of Series A Common Stock are held by The Grant Oulman & Roxanne Oulman Revocable Living Trust and 3,894 shares of Series A Common Stock are held by the Roxanne Oulman 2025 GRAT.

Footnote F2

Shares held by The Grant Oulman & Roxanne Oulman Revocable Living Trust, of which the Reporting Person serves as a co-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

Shares held by the 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 F4

These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026.

Footnote F5

The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $20.32 to $20.40 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 F6

Consists of (i) 8,532 shares of the Issuer's 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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