Form 4 for KVYO Klaviyo, Inc.
Accepted 2024-08-16 00:00:00 ET · period of report 2024-08-15 · accession 0001835830-24-000085 · 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 | 2024-08-16 | 2024-08-15 | KVYO | Whalen Amanda | CFO | C - Cnv Deriv | — | +18.9K | 454.8K | +4% | — |
| D | 2024-08-16 | 2024-08-15 | KVYO | Whalen Amanda | CFO | F - Tax | $31.83 | -32.0K | 422.8K | -7% | -$1.02M |
| D | 2024-08-16 | 2024-08-15 | KVYO | Whalen Amanda | CFO | C - Cnv Deriv | $0.00 | -18.9K | 625.1K | -3% | $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 | 2024-08-15 | C | A | 18,856 | — | 454,849 | D | — | — | (F2) Each share of 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 shares 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. |
| 2 | Common | Series A Common Stock | 2024-08-15 | F | D | 32,036 | $31.83 | 422,813 | D | — | — | (F4) Consists of (i) 41,911 shares of Series A Common Stock and (ii) 380,902 unvested RSUs awarded under the Issuer's 2023 Stock Incentive 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 | 2024-08-15 | C | D | 18,856 | $0.00 | 625,118 | D | — · — to — | 18,856 Series A Common Stock | (F5) Consists of (i) 194,909 shares of Series B Common Stock and (ii) 430,209 unvested RSUs awarded under the Issuer's 2015 Stock Incentive Plan, each representing the contingent right to receive one share of Series B Common Stock upon vesting and settlement. (F2) Each share of 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 shares 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. |