SC 13G: Klaviyo, Inc.
Ticker: KVYO · Form: SC 13G · Filed: 2024-02-13T00:00:00.000Z
Sentiment: neutral
Topics: sc-13g
AI Summary
SC 13G filing by Klaviyo, Inc..
Risk Assessment
Risk Level: low
From the Filing
0001991125-24-000006.txt : 20240213 0001991125-24-000006.hdr.sgml : 20240213 20240213162737 ACCESSION NUMBER: 0001991125-24-000006 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Klaviyo, Inc. CENTRAL INDEX KEY: 0001835830 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] ORGANIZATION NAME: 06 Technology IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-94164 FILM NUMBER: 24626459 BUSINESS ADDRESS: STREET 1: 125 SUMMER STREET, FLOOR 6 CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 800-338-1744 MAIL ADDRESS: STREET 1: 125 SUMMER STREET, FLOOR 6 CITY: BOSTON STATE: MA ZIP: 02110 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: Hallen Ed CENTRAL INDEX KEY: 0001991125 ORGANIZATION NAME: FILING VALUES: FORM TYPE: SC 13G MAIL ADDRESS: STREET 1: KLAVIYO, INC. STREET 2: 125 SUMMER STREET, 6TH FLOOR CITY: BOSTON STATE: MA ZIP: 02110 SC 13G 1 klaviyo-schedule13ginitial.htm SC 13G Document UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* Klaviyo, Inc. (Name of Issuer) Series A common stock, par value $0.001 per share (Title of Class of Securities) 49845K101 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☐ Rule 13d-1(b) ☐ Rule 13d-1(c) ☒ Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). 1. NAMES OF REPORTING PERSONS Ed Hallen 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a)   ☐         (b)   ☐ 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION United States of America NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 5. SOLE VOTING POWER 32,989,106 (1) 6. SHARED VOTING POWER 0 7. SOLE DISPOSITIVE POWER 32,989,106 (1) 8. SHARED DISPOSITIVE POWER 0 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 32,989,106 (1) 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES  ☐ 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 44.7% (2) 12. TYPE OF REPORTING PERSON IN (1) Represents 32,989,106 shares of Series A Common Stock underlying shares of Series B common stock, par value $0.001 per share (the “Series B Common Stock”) held directly by the Reporting Person. (2) The percentage of class was calculated based on (i) 40,841,834 shares of Series A Common Stock outstanding as of December 31, 2023, as reported by the Issuer to the Reporting Person, plus (ii) 32,989,106 shares of Series A Common Stock issuable upon conversion of shares of Series B Common Stock beneficially owned by the Reporting Person, which are deemed outstanding pursuant to SEC Rule 13d-3(d)(1)(i) only for purposes of computing the percentage ownership of the Reporting Person. ITEM 1. (a)    Name of Issuer: Klaviyo, Inc. (the “Issuer”).   (b)    Address of Issuer’s Principal Executive Offices: 125 Summer Street, 6th Floor, Boston, MA 02110. ITEM 2. (a)