SEC Form 4 · accession 0001470831-26-000542
Klaviyo, Inc. · KVYO
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Roxanne Oulman
Director
Period of report
Jun 9, 2026
Accepted (ET)
Jun 11, 2026 · 8:04 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0001835830
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Series A Common StockF1 | Jun 9, 2026 | A | 14,822 | $0.00 | A | 29,174 | D | |
| Series A Common StockF2,F3 | Jun 11, 2026 | C | 8,169 | — | A | 37,343 | D |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Series B Common StockF2 | — | Jun 11, 2026 | C | 8,169 | D | — | — | Series A Common Stock | 8,169 | 15,165 | D |
| Series B Common StockF4,F5,F2 | — | holding | — | — | — | — | — | Series A Common Stock | 46,666 | 46,666 | I |
Explanation of responses
- F1Represents 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.
- F2Each 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.
- F3Consists 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.
- F4Reflects 46,666 shares of Series B Common Stock previously transferred from the Reporting Person to Roxanne Oulman 2025 GRAT.
- F5Shares held by Roxanne Oulman 2025 GRAT, 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.