Form 4 for KVYO Klaviyo, Inc.
Accepted 2026-06-11 20:04:22 ET · period of report 2026-06-09 · accession 0001470831-26-000542 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-06-11 20:04 | 2026-06-09 | KVYO | Oulman Roxanne | Dir | A - Grant | $0.00 | +14.8K | 29.2K | +103% | $0 |
| D | 2026-06-11 20:04 | 2026-06-11 | KVYO | Oulman Roxanne | Dir | C - Cnv Deriv | — | +8,169 | 37.3K | +28% | — |
| D | 2026-06-11 20:04 | 2026-06-11 | KVYO | Oulman Roxanne | Dir | C - Cnv Deriv | $0.00 | -8,169 | 15.2K | -35% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Series A Common Stock | 2026-06-09 | A | A | 14,822 | $0.00 | 29,174 | D | — | — | (F1) Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 9, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. |
| 2 | Common | Series A Common Stock | 2026-06-11 | C | A | 8,169 | — | 37,343 | D | — | — | (F2) 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 of the Issuer, and will automatically convert into one share of 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. (F3) Consists of (i) 22,521 shares of Series A Common Stock and (ii) 14,822 unvested RSUs awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. |
| 3 | Derivative | Series B Common Stock | 2026-06-11 | C | D | 8,169 | $0.00 | 15,165 | D | — · — to — | 8,169 Series A Common Stock | (F2) 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 of the Issuer, and will automatically convert into one share of 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. (F2) 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 of the Issuer, and will automatically convert into one share of 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. (F2) 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 of the Issuer, and will automatically convert into one share of 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. |