KVYO SEC Filing News — Klaviyo, Inc.

Latest SEC filings for Klaviyo, Inc. (KVYO) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-10-09.

Klaviyo, Inc. provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa. The company offers Klaviyo business-to-consumer (B2C) CRM, a unified platform that combines marketing, service, and analytics into a single system. It also provides Klaviyo Data Platform (KDP), which offer tools to unify, enrich, transform data, run more advanced reporting and predictive analysis, and sy…
Sector: Technology Industry: Software - Application Market Cap: $5.2B CIK: 1835830
20
Total Filings
0
Bullish Classifications
8
Bearish Classifications
12
Insider Transactions
0
Material Events (8-K)
0
Periodic Reports
Rule-based classifications for KVYO currently lean bearish. Of the 20 filing records displayed, 8 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 0 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.
KVYO Filing Activity Snapshot 2026-08-11 — 2026-10-09
Insider Transactions (Form 4)
0 buys vs 7 sells
Net insider selling in this period — insiders sell for many reasons beyond conviction.
Largest Form 144 Filing
$88.55M
SUMMIT PARTNERS L P (10% Owner) · 2026-08-13
5,000,000 shares · Form 4
Form 144 Notices
8
Proposed insider sales filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.
Insider Transactions 12 · Forms 3, 4 and 5

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.

What each transaction type means

Open-market sale ×7
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.
Tax withholding ×2
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.
Compensation award ×1
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.
Derivative conversion ×1
A derivative security was converted into common stock under terms agreed earlier.
Option exercise ×1
The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.
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
Proposed Insider Sales 8 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. Klaviyo, Inc. has 8 such notices in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Proposed Insider Sale 2026-10-07

KVYO Form 144 filed for proposed insider sale by Hallen Ed (97,482 shares) ~$1.70M

Hallen Ed filed a Form 144 with the SEC indicating intent to sell KVYO (Klaviyo, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Hallen Ed Shares: 97,482 Est. Value: $1.70M
Form 144 Proposed Insider Sale 2026-09-24

KVYO Form 144 filed for proposed insider sale by Hallen Ed (1,300 shares) ~$22.1K

Hallen Ed filed a Form 144 with the SEC indicating intent to sell KVYO (Klaviyo, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Hallen Ed Shares: 1,300 Est. Value: $22.1K
Form 144 Proposed Insider Sale 2026-09-17

KVYO Form 144 filed for proposed insider sale by AMANDA WHALEN (42,000 shares) ~$681.7K

AMANDA WHALEN filed a Form 144 with the SEC indicating intent to sell KVYO (Klaviyo, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: AMANDA WHALEN Shares: 42,000 Est. Value: $681.7K
Form 144 Proposed Insider Sale 2026-09-11

KVYO Form 144 filed for proposed insider sale by St. Ledger Susan (2,328 shares) ~$37.1K

St. Ledger Susan filed a Form 144 with the SEC indicating intent to sell KVYO (Klaviyo, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: St. Ledger Susan Shares: 2,328 Est. Value: $37.1K
Form 144 Proposed Insider Sale 2026-08-31

KVYO Form 144 filed for proposed insider sale by Hallen Ed (98,782 shares) ~$2.02M

Hallen Ed filed a Form 144 with the SEC indicating intent to sell KVYO (Klaviyo, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Hallen Ed Shares: 98,782 Est. Value: $2.02M
Form 144 Proposed Insider Sale 2026-08-31

KVYO Form 144 filed for proposed insider sale by LANDON RAMON EDMOND (8,103 shares) ~$163.3K

LANDON RAMON EDMOND filed a Form 144 with the SEC indicating intent to sell KVYO (Klaviyo, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: LANDON RAMON EDMOND Shares: 8,103 Est. Value: $163.3K
Form 144 Proposed Insider Sale 2026-08-28

KVYO Form 144 filed for proposed insider sale by LANDON EDMOND (53,473 shares) ~$1.05M

LANDON EDMOND filed a Form 144 with the SEC indicating intent to sell KVYO (Klaviyo, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: LANDON EDMOND Shares: 53,473 Est. Value: $1.05M
Form 144 Large Proposed Insider Sale 2026-08-11

KVYO Form 144 filed for proposed insider sale by Summit Partners Growth Equity Fund IX-B, L.P. (1,845,131 shares) ~$33.88M

Summit Partners Growth Equity Fund IX-B, L.P. filed a Form 144 with the SEC indicating intent to sell KVYO (Klaviyo, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4. The proposed dollar value is large enough to merit attention.

Filing: Form 144 (Proposed Sale Notice) Insider: Summit Partners Growth Equity Fund IX-B, L.P. Shares: 1,845,131 Est. Value: $33.88M

How we classify Klaviyo, Inc.'s filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on KVYO. Read these alongside the fundamentals rather than in isolation.

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Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.
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