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Klaviyo8-K: CFO change

Klaviyo appoints new CFO Erica Smith, effective September 1, 2026, with an $18M initial equity package.

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: CFO change

What this signalsA new leader often reviews the tools the team uses.

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

The full record

From the Signal API record

Numbers

Dollar figure
$18M (New CFO initial equity compensation value ($15M RSUs + $3M PSUs))
Percent
50% (New CFO target annual cash bonus as a percentage of base salary)

Details

CIK
1835830
Accession number
0001835830-26-000032
Timeframe
Next quarter
Filing year
2026
Why it matters
Budget/procurement review
Signal category
Leadership

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
cfoChange

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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/4bf7d6df-1c20-4fa7-928d-77c5fd12a5d6 returns this record as JSON. POST /v1/companies/enrich returns every signal for klaviyo.com.

{
  "signal_id": "4bf7d6df-1c20-4fa7-928d-77c5fd12a5d6",
  "signal_type": "sec-8k",
  "signal_subtype": "cfoChange",
  "detected_at": "2026-07-14T07:08:36.903+00:00",
  "company": {
    "name": "Klaviyo",
    "domain": "klaviyo.com"
  },
  "data": {
    "detail": "The appointment of a new CFO, Erica Smith, creates a 90-day window for vendor and process reviews upon her start. Her background at public software companies like CyberArk and Demandware suggests a focus on scalable financial systems, creating opportunities for FP&A, compliance, and financial reporting vendors to engage before her September start date.",
    "metrics": {
      "pct": 0.5,
      "timeframe": "next_quarter",
      "pct_context": "New CFO target annual cash bonus as a percentage of base salary",
      "dollar_context": "New CFO initial equity compensation value ($15M RSUs + $3M PSUs)",
      "dollar_millions": 18
    },
    "summary": "Klaviyo appoints new CFO Erica Smith, effective September 1, 2026, with an $18M initial equity package.",
    "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": "Budget/procurement review",
    "signal_category": "leadership",
    "vendors_mentioned": [
      "CyberArk Software Ltd.",
      "Palo Alto Networks, Inc.",
      "Demandware Inc."
    ]
  }
}

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