Whalen Amanda

CFO Amanda Whalen sold 15.0K KVYO shares at $33.47 on 2025-06-13 for $502.0K

Amanda Whalen, Klaviyo's CFO, sold 15,000 shares at $33.47, reducing her stake by 2.8% to 517.8K shares. The sale occurred near recent lows—the stock is down 32.2% from its 52-week high of $49.19 and down 4.2% over the prior 30 days. In Whalen's cross-ticker track record, 13 prior open-market sells averaged a 90-day return of -11.0% with a 66.67% well-timed rate, suggesting she has successfully identified downtrends more often than not. At KVYO specifically, prior sales show mixed timing: 2 of 4 measurable prior sells were well-timed (negative 90-day returns), though the most recent May 2025 sale outcome is not yet measurable. The company is unprofitable (full-year net income $-14.1M) but growing revenue at 34.3% annually, creating a backdrop where insider actions merit closer scrutiny given Whalen's historical accuracy in identifying periods of weakness.

CFO Amanda Whalen sold 15,000 KVYO shares at $34.98; stock up 35.7% in 30 days but down 25.1% over 90 days amid unprofitable operations.

Amanda Whalen, Chief Financial Officer of Klaviyo, sold 15,000 shares at $34.98 on 2025-05-16, reducing holdings from 536.6K to 521.6K shares (-2.8%). Her prior sales at this ticker have demonstrated a strong track record: 3 of 3 prior sells showed negative 90-day returns (ranging from -26.3% to -29.2%), consistent with well-timed exits. Despite the stock currently trading at $35.21 (only 0.7% above the sale price), the broader context reveals stress: Klaviyo is unprofitable (net income of $-14.1M in the latest quarter despite +34.3% annual revenue growth), trading 28.4% below its 52-week high of $49.19. The recent 30-day rally of +35.7% may have provided her a tactical window; however, the 90-day decline of -25.1% aligns with her established pattern of selling into strength before reversals. Note: This filing involves a derivative-conversion transaction; the sale reflects a specific batch liquidation, not a complete position exit.

CFO Amanda Whalen sells 15,000 KVYO shares for $503.1K; stock down -31.6% (30d), -23.4% (90d)

Amanda Whalen, CFO of Klaviyo, Inc., executed 2 separate sales totaling 15,000 shares for $503,084.50 on 2025-03-14, reducing her holdings by 2.6% to 557.7K shares. The stock has declined -31.6% over the prior 30 days and -23.4% over 90 days, trading -34.6% below its 52-week high of $49.19 and currently at $32.16, below the $33.54 blended average price of these sales. At the same ticker, Whalen's four prior measurable sales since early January show mixed timing outcomes: three February sales posted 30-day declines of -13.3%, -9.7%, and -10.6%, while two January sales posted 30-day gains of +19.4% and +21.4%. The company reported unprofitability (net loss of $-1.3M in the latest quarter), though annual revenue growth of +34.3% indicates expansion despite the loss.

CFO Amanda Whalen sold 15,000 shares at $45.85 avg on 2025-02-03; stock now at $48.01.

Amanda Whalen, CFO of Klaviyo, filed 3 separate sales totaling 15,000 shares for $687,817.76 on 2025-02-03, executed at prices ranging from $44.54 to $46.39 with a blended average of $45.85. The stock is currently trading at $48.01 (0.0% from its 52-week high of $48.01), having risen 13.1% over the past 30 days and 19.0% over 90 days. Her post-transaction holdings of 376,820 shares represent a 3.8% reduction from prior holdings. At KVYO specifically, Whalen has completed 5 prior trades, all sales, with mixed recent outcomes: her 2024-12-06 sale returned +6.0% over 30 days, while her 2024-12-09 sale returned +2.6%, indicating the stock has generally moved higher after her recent exits. The sale occurred as the company reported $235.1M in quarterly revenue (47.7% annual growth) but remained unprofitable with $-1.3M net income, suggesting she may be managing tax or portfolio considerations amid strong revenue growth but continued operating losses.

CFO Amanda Whalen sells 15,000 KVYO shares for $587,762.94; holds 391,820 post-sale

Amanda Whalen, Chief Financial Officer, executed 2 separate sales totaling 15,000 shares (15.0K shares) for $587,762.94 ($587.8K) on 2025-01-10 at a blended average price of $39.18, reducing her holdings to 391,820 shares (-3.7% vs pre-transaction holdings). The transaction occurred near the 52-week range midpoint, with the stock at $39.41 currently, -10.6% from the 52-week high of $44.08. Her prior same-ticker trades at KVYO show mixed near-term outcomes: three recent December 2024 sales showed positive 30-day returns ranging from +2.6% to +21.5%, while her August 2024 sale produced a -2.0% 30-day return. The company posted $235.1M in latest quarterly revenue with +47.7% annual revenue growth but remains unprofitable (full-year net income was negative at $-1.3M). This filing contains a derivative conversion (Form 4 Table II); the shares_after figure reflects only the Table I equity portion, not the insider's complete position including any unconverted derivative securities.

CFO Whalen sells 15,000 KVYO shares at $39.39 while stock near 52-week high; third sale in five days

Amanda Whalen, Chief Financial Officer of Klaviyo, sold 15,000 shares on 2024-12-13 at $39.39, reducing her post-transaction holdings to 391,820 shares. This sale is part of a cluster of three insider transactions in five days (sales on 2024-12-06, 2024-12-09, and 2024-12-13), totaling approximately 45,000 shares sold within a compressed timeframe near the stock's 52-week high of $40.41. The company generated $235.1M in revenue last quarter with annual growth of +47.7%, but remains unprofitable with full-year net income of $-1.3M. Klaviyo's strong growth rate contrasts with its unprofitability, creating a valuation tension that may warrant investor attention. The FLAG indicates this transaction involves a derivative conversion rather than a full-position exit, so this represents a partial reallocation of a specific security batch rather than a wholesale reduction of the insider's stake.

CFO Amanda Whalen sold 25,000 KVYO shares for $1.0M at $40.04 avg; stock now at $40.41 (52-week high).

Amanda Whalen, CFO of Klaviyo, executed 2 separate sales totaling 25,000 shares for $1,001,031.50 at a blended average price of $40.04, reducing her holdings by 5.9%. The stock is currently trading at $40.41, at its 52-week high, having gained 21.2% over 30 days and 35.3% over 90 days. Klaviyo remains unprofitable on a full-year basis (net income of $-1,345,000.00) despite strong revenue growth of 47.7%, creating a mixed backdrop for the sale. Whalen's cross-ticker selling track record shows 0.00% well-timed rate on 2 prior sales (avg 90d return +11.7%), though outcomes at KVYO specifically remain limited. The sale occurs amid the stock's strongest recent price trajectory, though the timing characterization is complicated by the derivative-conversion flag, which indicates this filing involves derivative conversions whose full position details are not yet populated.

CFO Whalen sells 15,000 KVYO shares at $34.56; stock down 14.6% from 52-week high, unprofitable FY

Amanda Whalen, CFO of Klaviyo, sold 15,000 shares (15.0K shares) for $518,400.00 ($518.4K) on 2024-11-18 at $34.56, reducing her stake from 410,616 to 395,616 shares post-transaction. The sale occurs with the stock trading at $34.46, down 14.6% from its 52-week high of $40.36 and off 8.2% over the prior 30 days. This is her first open-market sale activity at KVYO (and second recorded sale in her cross-ticker history). The company reported a negative net income of $-1.3M in its most recent full fiscal year despite robust 47.7% annual revenue growth to $235.1M. The stock's recent weakness—declining 8.2% in 30 days while gaining 8.0% over 90 days—suggests market volatility around the company's profitability transition.

CFO Amanda Whalen sold 60,000 KVYO shares at $30.23 for $1.8M; holds 436.0K shares post-sale.

Amanda Whalen, CFO of Klaviyo, sold 60,000 shares (60.0K shares) on 2024-08-09, reducing her holdings by 12.1% from 496.0K to 436.0K shares. The stock has since appreciated 34.6% over 30 days and 31.5% over 90 days from her transaction date, trading at $31.09 versus her $30.23 sale price—a 2.8% move against her exit timing. Klaviyo reported revenue growth of 47.7% year-over-year but remains unprofitable with full-year net income of $-4.9M, creating a tension between momentum fundamentals and near-term earnings challenges. As CFO, her partial liquidation of shares warrants scrutiny given the company's profitability inflection point and the subsequent rally, though the derivative holdings flag indicates additional positions exist in Table II of the Form 4 that are not yet reflected in the database.