Filing Details
- Accession Number:
- 0001835830-25-000060
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2025-05-16 20:59:46
- Reporting Period:
- 2025-05-14
- Filing Date:
- 2025-05-16
- Accepted Time:
- 2025-05-16 20:59:46
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 1835830 | Klaviyo Inc. | KVYO | Services-Prepackaged Software (7372) | 000000000 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1991099 | Andrew Bialecki | C/O Klaviyo, Inc. 125 Summer Street, 6Th Floor Boston MA 02110 | Chief Executive Officer | Yes | Yes | Yes | No |
Transaction Summary
| Sold: | 10,969,078 shares | Avg. Price: $32.90 | Total Value: $360,827,820.81 |
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Series A Common Stock | Acquisiton | 2025-05-14 | 10,969,078 | $0.00 | 10,969,078 | No | 4 | C | Direct | |
| Series A Common Stock | Disposition | 2025-05-16 | 10,969,078 | $32.90 | 0 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | C | Direct | |
| No | 4 | S | Direct |
Reported Derivative Transactions
| Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
|---|---|---|---|---|---|---|---|
| Series B Common Stock | Stock Option (Right to Buy) | Disposition | 2025-05-14 | 15,829,184 | $0.00 | 15,829,184 | $0.01 |
| Series B Common Stock | Stock Option (Right to Buy) | Disposition | 2025-05-14 | 5,600,000 | $0.00 | 5,600,000 | $0.01 |
| Series A Common Stock | Series B Common Stock | Acquisiton | 2025-05-14 | 21,429,184 | $0.01 | 21,429,184 | $0.00 |
| Series A Common Stock | Series B Common Stock | Disposition | 2025-05-14 | 10,969,078 | $0.00 | 10,969,078 | $0.00 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 0 | 2025-08-31 | No | 4 | M | Direct | |
| 0 | 2025-09-28 | No | 4 | M | Direct | |
| 85,842,354 | No | 4 | M | Direct | ||
| 74,873,276 | No | 4 | C | Direct |
Reported Derivative Holdings
| Sec. Name | Sec. Type | Price | Date | Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
|---|---|---|---|---|---|---|---|
| Series A Common Stock | Series B Common Stock | $0.00 | 11,945,830 | 11,945,830 | Indirect | ||
| Series A Common Stock | Series B Common Stock | $0.00 | 517,006 | 517,006 | Indirect | ||
| Series A Common Stock | Series B Common Stock | $0.00 | 517,006 | 517,006 | Indirect | ||
| Series A Common Stock | Series B Common Stock | $0.00 | 43,218 | 43,218 | Indirect |
| Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
|---|---|---|---|
| 11,945,830 | 11,945,830 | Indirect | |
| 517,006 | 517,006 | Indirect | |
| 517,006 | 517,006 | Indirect | |
| 43,218 | 43,218 | Indirect |
Footnotes
- Represents shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), sold in an underwritten registered offering, the proceeds of which were used to satisfy taxes incurred in connection with stock option exercises.
- The shares underlying this option were fully vested and exercisable by the Reporting Person as of the date exercised.
- Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.
- Reflects 4,054,170 shares of Series B Common Stock previously transferred from the Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023 to the Reporting Person.
- Shares held by the Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose.
- Shares held by the Elizabeth L. Bialecki Irrevocable GST Trust of 2023, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose.
- Shares held by the Andrew P. Bialecki Irrevocable GST Trust of 2023, of which the Reporting Person's spouse serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose.
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