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Klaviyo8-K: Governance change

Klaviyo appoints new CFO Erica Smith, effective Sept 1, 2026, replacing Amanda Whalen.

What happened

Ms. Smith's compensation includes performance stock units tied to aggressive stock price growth, suggesting a focus on strategic initiatives and operational efficiency.

Source

SEC EDGARJul 13, 2026

Current report (Form 8-K)

Klaviyo 8-K

Filing excerpt

On July 11, 2026, the Board of Directors (the “Board”) of Klaviyo, Inc. (the “Company”) appointed Erica Smith as the Company’s Chief Financial Officer and principal financial and accounting officer, effective as of Ms. Smith’s commencement of employment with the Company, currently set for September 1, 2026 (the “Effective Date”).

sec.gov/Archives/edgar/data/1835830/000183583026000032/kvyo-20260713.htmRead the full source

Other signals in this filing (2)

Extracted by Autobound

From the Signal API record
Signal
8-K: Governance change

What this signalsFilings often name leadership changes, deals and spending plans.

Form
8-K
Fiscal year end
07/13
Filed
Jul 13, 2026

The full record

From the Signal API record

Numbers

Dollar figure
$18M (Total initial equity value ($15M in RSUs and $3M in PSUs) for new CFO Erica Smith.)
Percent
50% (New CFO's target annual cash bonus opportunity as a percentage of her $550,000 base salary.)

Details

CIK
1835830
Accession number
0001835830-26-000032
Timeframe
Next quarter
Filing year
2026
Why it matters
Governance tools needed
Signal category
Esg

Topics and mentions

Vendors

  • CyberArk Software Ltd.
  • Palo Alto Networks
  • Inc.
  • Demandware Inc.

Vendors named

  • CyberArk Software Ltd.
  • Palo Alto Networks, Inc.
  • Demandware Inc.

Extraction

Confidence
High
Relevance
100%
Sentiment
Neutral
Detected
Jul 14, 2026
signal_type
sec-8k
signal_subtype
governanceChange

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The API returns more than this page shows

This page shows a preview. The full sec-8k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/411a84fe-85bc-4410-b2e5-2f053deb79fa returns this record as JSON. POST /v1/companies/enrich returns every signal for klaviyo.com.

{
  "signal_id": "411a84fe-85bc-4410-b2e5-2f053deb79fa",
  "signal_type": "sec-8k",
  "signal_subtype": "governanceChange",
  "detected_at": "2026-07-14T07:08:12.559+00:00",
  "company": {
    "name": "Klaviyo",
    "domain": "klaviyo.com"
  },
  "data": {
    "detail": "A new CFO often triggers a 90-day review of financial systems, processes, and vendor contracts, creating opportunities for new solution providers. Ms. Smith's compensation includes performance stock units tied to aggressive stock price growth, suggesting a focus on strategic initiatives and operational efficiency.",
    "metrics": {
      "pct": 0.5,
      "timeframe": "next_quarter",
      "pct_context": "New CFO's target annual cash bonus opportunity as a percentage of her $550,000 base salary.",
      "dollar_context": "Total initial equity value ($15M in RSUs and $3M in PSUs) for new CFO Erica Smith.",
      "dollar_millions": 18
    },
    "summary": "Klaviyo appoints new CFO Erica Smith, effective Sept 1, 2026, replacing Amanda Whalen.",
    "excerpts": "On July 11, 2026, the Board of Directors (the “Board”) of Klaviyo, Inc. (the “Company”) appointed Erica Smith as the Company’s Chief Financial Officer and principal financial and accounting officer, effective as of Ms. Smith’s commencement of employment with the Company, currently set for September 1, 2026 (the “Effective Date”).",
    "relevance": 1,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1835830/000183583026000032/kvyo-20260713.htm",
    "filing_date": "2026-07-13",
    "filing_year": 2026,
    "fiscal_year_end": "07/13",
    "sales_relevance": "Governance tools needed",
    "signal_category": "esg",
    "vendors_mentioned": [
      "CyberArk Software Ltd.",
      "Palo Alto Networks, Inc.",
      "Demandware Inc."
    ]
  }
}

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