Whalen Amanda 4
4 · Klaviyo, Inc. · Filed Mar 13, 2026
Research Summary
AI-generated summary of this filing
Klaviyo (KVYO) CFO Amanda Whalen Sells Shares
What Happened
- Amanda Whalen, Chief Financial Officer of Klaviyo (KVYO), sold a total of 14,000 shares in open-market transactions on March 12, 2026, receiving aggregate proceeds of approximately $274,151.
- The sales were 8,923 shares reported at a weighted average price of $19.72 (proceeds $175,962) and 5,077 shares reported at a weighted average price of $19.34 (proceeds $98,189).
Key Details
- Transaction date: March 12, 2026; Form 4 filed March 13, 2026 (timely filing).
- Prices/ranges: the 8,923-share lot reported at $19.72 (shares in that lot sold across prices from $19.385 to $20.38); the 5,077-share lot reported at $19.34 (sold across $19.27 to $19.38). The filer can provide breakdowns by price on request.
- Shares owned after transaction: 52,394 vested shares of Series A common stock plus 360,031 unvested restricted stock units (RSUs) — totaling 412,425 shares/RSU equivalents (per footnote disclosure).
- Footnote: These sales were made pursuant to a Rule 10b5-1 trading plan adopted by Ms. Whalen on August 21, 2025.
- Transaction code: S = Sale (not a purchase or option exercise).
Context
- Sales under a pre-established 10b5-1 plan are typically scheduled transactions and do not, by themselves, indicate the insider’s current view of the company.
- For retail investors, purchases can be more informative of insider conviction; this filing documents a planned sale and provides the insider’s remaining vested and unvested holdings.
Insider Transaction Report
Form 4
Klaviyo, Inc.KVYO
Whalen Amanda
Chief Financial Officer
Transactions
- Sale
Series A Common Stock
[F1][F2]2026-03-12$19.72/sh−8,923$175,962→ 417,502 total - Sale
Series A Common Stock
[F1][F3][F4]2026-03-12$19.34/sh−5,077$98,189→ 412,425 total
Footnotes (4)
- [F1]These transactions were effected by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 21, 2025.
- [F2]The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $19.385 to $20.38 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- [F3]The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $19.27 to $19.38 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- [F4]Consists of (i) 52,394 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 360,031 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.
Signature
/s/ Landon Edmond, Attorney-in-Fact|2026-03-13