A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 12 filings in this group are Form 4s for Klaviyo, Inc.
The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.
Across the 12 insider filings shown, the breakdown is 7 open-market sale, 2 tax withholding, 1 compensation award, 1 derivative conversion and 1 option exercise. 7 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.
Form 4
Open-market sale
Insider Selling
2026-10-09
KVYO insider Hallen Ed (Director, 10% Owner) sold 97,482 shares (~$1.70M)
Hallen Ed, listed as Director, 10% Owner at Klaviyo, Inc., reported an open-market sale of 97,482 KVYO shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Transactions reported on this filing
| Code |
Nature |
Shares |
Price |
Value |
S |
Open-market sale
|
38,667 |
$17.40 |
$672.8K |
S |
Open-market sale
|
58,815 |
$17.40 |
$1.02M |
G |
Gift
|
17,885 |
— |
— |
Filing: Form 4 (Insider Transaction)
Insider: Hallen Ed (Director, 10% Owner)
Shares: 97,482
Est. Value: $1.70M
Form 4
Open-market sale
Insider Selling
2026-09-25
KVYO insider Hallen Ed (Director, 10% Owner) sold 1,300 shares (~$22.1K)
Hallen Ed, listed as Director, 10% Owner at Klaviyo, Inc., reported an open-market sale of 1,300 KVYO shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Transactions reported on this filing
| Code |
Nature |
Shares |
Price |
Value |
S |
Open-market sale
|
500 |
$17.02 |
$8.5K |
S |
Open-market sale
|
800 |
$17.02 |
$13.6K |
Filing: Form 4 (Insider Transaction)
Insider: Hallen Ed (Director, 10% Owner)
Shares: 1,300
Est. Value: $22.1K
Form 4
Compensation award
Tax / Compensation Filing
2026-09-17
KVYO insider Form 4 filed for equity award, exercise, or tax withholding
Smith Erica Ellen (Chief Financial Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.
Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.
Transactions reported on this filing
| Code |
Nature |
Shares |
Price |
Value |
A |
Compensation award
|
821,917 |
— |
— |
A |
Compensation award
|
328,767 |
— |
— |
Filing: Form 4 (Insider Transaction)
Insider: Smith Erica Ellen (Chief Financial Officer)
Shares: 1,150,684
Form 4
Open-market sale
Insider Selling
2026-09-14
KVYO insider St. Ledger Susan (Director) sold 2,328 shares (~$37.1K)
St. Ledger Susan, listed as Director at Klaviyo, Inc., reported an open-market sale of 2,328 KVYO shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Transactions reported on this filing
| Code |
Nature |
Shares |
Price |
Value |
S |
Open-market sale
|
2,328 |
$15.93 |
$37.1K |
Filing: Form 4 (Insider Transaction)
Insider: St. Ledger Susan (Director)
Shares: 2,328
Est. Value: $37.1K
Form 4
Open-market sale
Insider Selling
2026-09-01
KVYO insider Edmond Landon (Chief Legal Officer) sold 61,576 shares (~$1.24M)
Edmond Landon, listed as Chief Legal Officer at Klaviyo, Inc., reported an open-market sale of 61,576 KVYO shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Transactions reported on this filing
| Code |
Nature |
Shares |
Price |
Value |
S |
Open-market sale
|
53,473 |
$20.01 |
$1.07M |
S |
Open-market sale
|
8,103 |
$20.44 |
$165.6K |
Filing: Form 4 (Insider Transaction)
Insider: Edmond Landon (Chief Legal Officer)
Shares: 61,576
Est. Value: $1.24M
Form 4
Open-market sale
Insider Selling
2026-09-01
KVYO insider Hallen Ed (Director, 10% Owner) sold 98,782 shares (~$2.02M)
Hallen Ed, listed as Director, 10% Owner at Klaviyo, Inc., reported an open-market sale of 98,782 KVYO shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Transactions reported on this filing
| Code |
Nature |
Shares |
Price |
Value |
S |
Open-market sale
|
39,167 |
$20.47 |
$801.7K |
S |
Open-market sale
|
59,615 |
$20.49 |
$1.22M |
G |
Gift
|
17,885 |
— |
— |
Filing: Form 4 (Insider Transaction)
Insider: Hallen Ed (Director, 10% Owner)
Shares: 98,782
Est. Value: $2.02M
Form 4
Option exercise
Tax / Compensation Filing
2026-08-31
KVYO insider Form 4 filed for equity award, exercise, or tax withholding
Shopify Strategic Holdings 3 LLC (10% Owner) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.
The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.
Transactions reported on this filing
| Code |
Nature |
Shares |
Price |
Value |
X |
Option exercise
derivative · Warrants to Purchase Series B Common Stock (Right to Buy)
|
344,383 |
— |
— |
X |
Option exercise
derivative · Series B Common Stock
|
344,383 |
$0.01 |
$3.4K |
Filing: Form 4 (Insider Transaction)
Insider: Shopify Strategic Holdings 3 LLC (10% Owner)
Form 4
Derivative conversion
Tax / Compensation Filing
2026-08-18
KVYO insider Form 4 filed for equity award, exercise, or tax withholding
Fernandez Gomez Luciano (Director, Co-Chief Executive Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.
A derivative security was converted into common stock under terms agreed earlier.
Transactions reported on this filing
| Code |
Nature |
Shares |
Price |
Value |
C |
Derivative conversion
|
7,001 |
— |
— |
F |
Tax withholding on vested shares
|
29,133 |
$18.49 |
$538.7K |
C |
Derivative conversion
derivative · Series B Common Stock
|
7,001 |
$18.49 |
$129.4K |
Filing: Form 4 (Insider Transaction)
Insider: Fernandez Gomez Luciano (Director, Co-Chief Executive Officer)
Shares: 36,134
Form 4
Tax withholding
Tax / Compensation Filing
2026-08-18
KVYO insider Form 4 filed for equity award, exercise, or tax withholding
Edmond Landon (Chief Legal Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.
Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.
Transactions reported on this filing
| Code |
Nature |
Shares |
Price |
Value |
F |
Tax withholding on vested shares
|
22,342 |
$18.49 |
$413.1K |
Filing: Form 4 (Insider Transaction)
Insider: Edmond Landon (Chief Legal Officer)
Shares: 22,342
Form 4
Tax withholding
Tax / Compensation Filing
2026-08-18
KVYO insider Form 4 filed for equity award, exercise, or tax withholding
Galvin Carmel (Chief People Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.
Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.
Transactions reported on this filing
| Code |
Nature |
Shares |
Price |
Value |
F |
Tax withholding on vested shares
|
30,541 |
$18.49 |
$564.7K |
Filing: Form 4 (Insider Transaction)
Insider: Galvin Carmel (Chief People Officer)
Shares: 30,541
Form 4
Open-market sale
Insider Selling
2026-08-18
KVYO insider Whalen Amanda (Chief Financial Officer) sold 14,000 shares (~$258.6K)
Whalen Amanda, listed as Chief Financial Officer at Klaviyo, Inc., reported an open-market sale of 14,000 KVYO shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Transactions reported on this filing
| Code |
Nature |
Shares |
Price |
Value |
S |
Open-market sale
|
14,000 |
$18.47 |
$258.6K |
F |
Tax withholding on vested shares
|
28,950 |
$18.49 |
$535.3K |
Filing: Form 4 (Insider Transaction)
Insider: Whalen Amanda (Chief Financial Officer)
Shares: 14,000
Est. Value: $258.6K
Form 4
Open-market sale
Insider Selling
2026-08-13
KVYO insider SUMMIT PARTNERS L P (10% Owner) sold 5,000,000 shares (~$88.55M)
SUMMIT PARTNERS L P, listed as 10% Owner at Klaviyo, Inc., reported an open-market sale of 5,000,000 KVYO shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Transactions reported on this filing
| Code |
Nature |
Shares |
Price |
Value |
C |
Derivative conversion
|
5,000,000 |
— |
— |
S |
Open-market sale
|
5,000,000 |
$17.71 |
$88.55M |
C |
Derivative conversion
derivative · Series B Common Stock, par value $0.001 per share
|
5,000,000 |
— |
— |
Filing: Form 4 (Insider Transaction)
Insider: SUMMIT PARTNERS L P (10% Owner)
Shares: 5,000,000
Est. Value: $88.55M