---
schema_version: "secwatch.filing_event.v1"
accession: "0001835830-26-000032"
form_type: "8-K"
ticker: "KVYO"
cik: "0001835830"
company_name: "Klaviyo, Inc."
filed_at: "2026-07-13T13:05:26+00:00"
generated_at: "2026-07-13T13:06:06.619634+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Klaviyo appoints Erica Smith as CFO, effective Sept 1, 2026; Amanda Whalen to step down

## Summary
- Erica Smith, former CyberArk CFO, appointed as Klaviyo CFO effective Sept 1, 2026.
- Amanda Whalen will remain CFO until Sept 4, then advisory role through Nov 16, 2026.
- Smith receives $550k base salary, 50% target bonus, $15M RSUs (4-year vest), $3M PSUs with stock price targets of $30, $50, $75.
- Smith previously CFO of CyberArk (acquired by Palo Alto Networks) and has 20+ years financial leadership.
- Whalen's departure was announced in May; transition is planned.

## SEC filing metadata
- accession: 0001835830-26-000032
- form_type: 8-K
- ticker: KVYO
- cik: 0001835830
- company_name: Klaviyo, Inc.
- filed_at: 2026-07-13T13:05:26+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1835830/000183583026000032/0001835830-26-000032-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1835830/000183583026000032/kvyo-20260713.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001835830-26-000032
- JSON: https://secwatch.observer/filing/0001835830-26-000032.json
- Plain text: https://secwatch.observer/filing/0001835830-26-000032.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.