InsiderTrades

SUMMIT INVESTORS GE IX/VC IV (UK), L.P.

SEC CIK 1846709 · EDGAR

Buying vs selling by month open-market trades, last 36 months, all 2 companies
BoughtSold

Companies

TickerCompanyTitleHoldingBoughtSoldTradesFirstLast
KVYOKlaviyo, Inc.10% 0 — $490.91M 122023-10-232025-09-08
LFSTLifeStance Health Group, Inc.10% 41.93M — $22.40M 12024-05-242024-05-24

Most active insiders at KVYO, 12 months

#InsiderTitleBoughtSold
1 Bialecki AndrewCo-CEO, Dir, 10% —$100.59M
2 SUMMIT PARTNERS L P10% —$88.55M
3 Hallen EdDir, 10% —$7.49M
4 Whalen AmandaCFO —$3.30M
5 Edmond LandonCLO —$3.12M
6 Rowland Stephen EricPres —$576.8K
7 Galvin CarmelCHRO —$306.9K
8 Ceran JenniferDir $300.3K—
9 St. Ledger SusanDir —$170.3K
10 Smith Erica EllenCFO ——

SUMMIT INVESTORS GE IX/VC IV (UK), L.P. made no open-market trades at KVYO in the last 12 months.

Transactions 13

Type
Reset
X Filed Traded Ticker Company Insider Title Type Price Qty Owned ΔOwn Value
DI 2025-09-10 2025-09-08 KVYO Klaviyo, Inc. SUMMIT INVESTORS GE IX/VC IV (UK), L.P. 10% S - Sale $31.87 -4.00M 0 -100% -$127.48M
DI 2025-09-10 2025-09-08 KVYO Klaviyo, Inc. SUMMIT INVESTORS GE IX/VC IV (UK), L.P. 10% C - Cnv Deriv — +4.00M 4.00M New —
DI 2025-06-05 2025-06-04 KVYO Klaviyo, Inc. SUMMIT INVESTORS GE IX/VC IV (UK), L.P. 10% S - Sale $33.35 -4.00M 0 -100% -$133.40M
DI 2025-06-05 2025-06-04 KVYO Klaviyo, Inc. SUMMIT INVESTORS GE IX/VC IV (UK), L.P. 10% C - Cnv Deriv — +4.00M 4.00M New —
DI 2025-03-17 2025-03-14 KVYO Klaviyo, Inc. SUMMIT INVESTORS GE IX/VC IV (UK), L.P. 10% S - Sale $32.44 -2.00M 0 -100% -$64.88M
DI 2025-03-17 2025-03-14 KVYO Klaviyo, Inc. SUMMIT INVESTORS GE IX/VC IV (UK), L.P. 10% C - Cnv Deriv — +2.00M 2.00M New —
DI 2024-11-18 2024-11-14 KVYO Klaviyo, Inc. SUMMIT INVESTORS GE IX/VC IV (UK), L.P. 10% S - Sale $36.20 -3.15M 346.7K -90% -$114.15M
DI 2024-11-18 2024-11-14 KVYO Klaviyo, Inc. SUMMIT INVESTORS GE IX/VC IV (UK), L.P. 10% C - Cnv Deriv — +3.50M 3.50M New —
DI 2024-08-30 2024-08-28 KVYO Klaviyo, Inc. SUMMIT INVESTORS GE IX/VC IV (UK), L.P. 10% C - Cnv Deriv — +27.4K 27.4K New —
DI 2024-08-30 2024-08-28 KVYO Klaviyo, Inc. SUMMIT INVESTORS GE IX/VC IV (UK), L.P. 10% S - Sale $31.68 -27.4K 0 -100% -$869.5K
2024-05-29 2024-05-24 LFST LifeStance Health Group, Inc. SUMMIT INVESTORS GE IX/VC IV (UK), L.P. 10% S - Sale $5.89 -3.80M 41.93M -8% -$22.40M
DI 2023-10-23 2023-10-23 KVYO Klaviyo, Inc. SUMMIT INVESTORS GE IX/VC IV (UK), L.P. 10% S - Sale $28.32 -1.77M 0 -100% -$50.14M
DI 2023-10-23 2023-10-23 KVYO Klaviyo, Inc. SUMMIT INVESTORS GE IX/VC IV (UK), L.P. 10% C - Cnv Deriv — +1.77M 1.77M New —

Purchase Sale Sale after option exercise All abbreviations