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.
Key filing fact
Ownership activity is grounded in SEC Form 4 disclosures.
Shares, units, or other non-derivative securities reported in this filing.
Sale
No transaction description listed
No transaction description listed
Additional SEC filing notes
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).
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.