Transactions
13
Insider / Klaviyo, Inc.
Oulman Roxanne
Director at Klaviyo, Inc.
- Company
- Klaviyo, Inc.
- First filing on record
- November 21, 2025
- Latest trade on record
- September 17, 2026
- SEC filings
- EDGAR ↗
Oulman Roxanne, Director at Klaviyo, Inc., has disclosed 13 transactions in WDC, KVYO since November 21, 2025: 0 purchases (0 open-market buys) and 1 sale, worth about $278K at the reported prices. The latest was filed September 21, 2026, 4 days after the trade; 1 filing was late against the 2-business-day Form 4 deadline.
Open-market buys
0
Sales
1
Avg. disclosure lag
2.0d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months Oulman Roxanne made no purchases and 1 sale worth $278K, plus 12 other transactions. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Oulman Roxanne has traded 1 stock on record; the largest by dollars is WDC.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
1 of 8 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| A | Grant or award | 6 | 16,410 | — |
| C | Conversion of a derivative | 4 | 49,888 | — |
| M | Option exercise or conversion | 2 | 21 | — |
| S | Open-market sale | 1 | 1,800 | $278K |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 8 | 0 | 0 |
| 2025 | 5 | 0 | 1 · $278K |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| WDC | Other A | September 17, 2026 | September 21, 2026 | 4d | 1 | — | — | derivative | Form 4 ↗ | |
| KVYO | Exchange C | July 22, 2026 | July 24, 2026 | 2d | 16,775 | — | — | indirectderivative | Form 4 ↗ | |
| KVYO | Exchange C | July 22, 2026 | July 24, 2026 | 2d | 16,775 | — | — | indirect | Form 4 ↗ | |
| WDC | Other A | June 17, 2026 | June 22, 2026 | 5d | 0 | — | — | latederivative | Form 4 ↗ | |
| KVYO | Exchange C | June 11, 2026 | June 11, 2026 | 0d | 8,169 | — | — | derivative | Form 4 ↗ | |
| KVYO | Exchange C | June 11, 2026 | June 11, 2026 | 0d | 8,169 | — | — | Form 4 ↗ | ||
| KVYO | Other A | June 9, 2026 | June 11, 2026 | 2d | 14,822 | — | — | Form 4 ↗ | ||
| WDC | Other A | March 18, 2026 | March 19, 2026 | 1d | 1 | — | — | derivative | Form 4 ↗ | |
| WDC | Other A | December 18, 2025 | December 22, 2025 | 4d | 1 | — | — | derivative | Form 4 ↗ | |
| WDC | Sell S | November 25, 2025 | November 26, 2025 | 1d | 1,800 | $154 | $278K | Form 4 ↗ | ||
| WDC | Option / conversion M | November 19, 2025 | November 21, 2025 | 2d | 11 | — | — | derivative | Form 4 ↗ | |
| WDC | Other A | November 20, 2025 | November 21, 2025 | 1d | 1,585 | — | — | Form 4 ↗ | ||
| WDC | Option / conversion M | November 19, 2025 | November 21, 2025 | 2d | 10 | — | — | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| September 21, 2026 | Form 4 | 0001266824-26-000209 | 1 | published | EDGAR ↗ |
| July 24, 2026 | Form 4 | 0001470831-26-000729 | 2 | published | EDGAR ↗ |
| June 22, 2026 | Form 4 | 0001266824-26-000153 | 1 | published | EDGAR ↗ |
| June 11, 2026 | Form 4 | 0001470831-26-000542 | 3 | published | EDGAR ↗ |
| March 19, 2026 | Form 4 | 0001266824-26-000065 | 1 | published | EDGAR ↗ |
| December 22, 2025 | Form 4 | 0001266824-25-000288 | 1 | published | EDGAR ↗ |
| November 26, 2025 | Form 4 | 0001266824-25-000255 | 1 | published | EDGAR ↗ |
| November 21, 2025 | Form 4 | 0001266824-25-000229 | 3 | published | EDGAR ↗ |
Other insiders at Klaviyo, Inc.
- Cole Martin I Director 116 rows
- Bialecki Andrew Chief Executive Officer 110 rows
- Tan Irving Chief Executive Officer 102 rows
- Davis Brian Scott Chief Sales & Marketing Office 95 rows
- Tregillis Cynthia L Chief Legal Officer & Corp Sec 84 rows
- Gubbi Vidyadhara K Chief of Global Operations 65 rows
- Whalen Amanda Chief Financial Officer 41 rows
- Edmond Landon Chief Legal Officer 26 rows
- Shopify Strategic Holdings 3 LLC Insider 20 rows
- Hallen Ed Director 17 rows
Everyone on file, with contracts and lobbying under the company's name: Klaviyo, Inc..
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Options and derivatives on Form 4 Table I = shares. Table II = options and other derivatives.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 8 | 13 | November 21, 2025 | September 21, 2026 | Form 4 list on EDGAR |
Site built October 22, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.