secwatch.observer — SEC 8-K summary
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Issuer:     Klaviyo, Inc. (KVYO)
CIK:        0001835830
Form:       8-K
Filed at:   2026-07-13T13:05:26+00:00
Accession:  0001835830-26-000032
Event type: leadership
Sentiment:  neutral
Materiality: 0.65
Item codes: 5.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1835830/000183583026000032/0001835830-26-000032-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1835830/000183583026000032/kvyo-20260713.htm
  HTML page:      https://secwatch.observer/filing/0001835830-26-000032

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer