SEC Form 4 · accession 0001470831-26-000729
Klaviyo, Inc. · KVYO
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Roxanne Oulman
Director
Period of report
Jul 22, 2026
Accepted (ET)
Jul 24, 2026 · 8:08 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,F2 | Jul 22, 2026 | C | 16,775 | — | A | 16,775 | I | By Roxanne Oulman 2025 GRAT |
| Series A Common StockF3 | holding | — | — | — | 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,F1 | — | Jul 22, 2026 | C | 16,775 | D | — | — | Series A Common Stock | 16,775 | 29,891 | I |
| Series B Common StockF1 | — | holding | — | — | — | — | — | Series A Common Stock | 15,165 | 15,165 | D |
Explanation of responses
- F1Each 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 the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), 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.
- F2Shares 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 her pecuniary interest therein, if any, and this report shall not be deemed to be an admission that she has beneficial ownership of such shares for Section 16 or any other purpose.
- F3Consists of (i) 22,521 shares of Series A Common Stock and (ii) 14,822 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.