Klaviyo, Inc.
KVYO · Services-Prepackaged Software · 242.9M shares · +5%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$200M (gross $140M, SBC $341M)
Reference price $13.23 · est. market cap ~$3.2B — last insider sale, 2026-06-18 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B74Marketing-automation SaaS — near-breakeven on GAAP but strong free cash flow and rapid growth.
Strengths
- Strong free cash flow, rapid growth — FCF $209M (53rd), FCF margin 17%, revenue +32% (88th)
- High gross margin and liquidity — gross margin 75%, current ratio 4.3 (89th)
Risks
- GAAP near-breakeven — operating margin -5%
- SMB-customer concentration — per 10-K
- Competition — per 10-K
Notable findings
- High convictionHigh conviction — notable institutional holders, insider buying, and a strong balance sheet
- Net lossNet loss (net margin -2.6%)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $1.1B cash & investments
- Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$300,311, last 6mo) Form 4 ↗
- Insider sellingInsider selling — 41 open-market sale(s) by 4 insider(s) (cluster of 4 insiders, ~$58M, last 6mo) Form 4 ↗
- Notable holderHeld by 5 notable fund(s): FMR LLC, GOLDMAN SACHS GROUP INC, RENAISSANCE TECHNOLOGIES LLC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
74.7%
Operating margin
-5.5%
Net margin
-2.6%
Return on equity
-2.7%
Return on assets
-2.0%
Revenue growth (QoQ)
2.2%
Current ratio
4.3×
Free cash flow
$209M
EBITDA
-$49M
Tangible book value
$1.2B
Cash & investments
$1.1B
Stock comp / revenue
13.1%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-18 | Whalen Amanda | Sell | 14K | $13.23 |
| 2026-06-11 | Oulman Roxanne | Conversion | 8.2K | — |
| 2026-06-09 | Ceran Jennifer | Grant | 15K | — |
| 2026-06-09 | Weisman Tony | Grant | 15K | — |
| 2026-06-09 | St. Ledger Susan | Grant | 15K | — |
| 2026-06-09 | Fernandez Gomez Luciano | Tax withheld | 1.7K | $14.78 |
| 2026-06-09 | Oulman Roxanne | Grant | 15K | — |
| 2026-05-26 | Bialecki Andrew | Conversion | 213K | — |
| 2026-05-26 | Bialecki Andrew | Sell | 213K | $14.61 |
| 2026-05-19 | Bialecki Andrew | Conversion | 200K | — |
| 2026-05-19 | Bialecki Andrew | Sell | 200K | $14.88 |
| 2026-05-18 | St. Ledger Susan | Conversion | 9.3K | — |
| 2026-05-18 | St. Ledger Susan | Sell | 9.3K | $14.27 |
| 2026-05-15 | Edmond Landon | Tax withheld | 22K | $14.38 |
| 2026-05-15 | Fernandez Gomez Luciano | Tax withheld | 22K | $14.38 |
| 2026-05-15 | Galvin Carmel | Tax withheld | 31K | $14.38 |
| 2026-05-15 | Whalen Amanda | Conversion | 14K | — |
| 2026-05-15 | Whalen Amanda | Tax withheld | 42K | $14.38 |
| 2026-05-14 | Whalen Amanda | Sell | 14K | $14.26 |
| 2026-05-14 | Whalen Amanda | Conversion | 14K | — |
| 2026-05-12 | Bialecki Andrew | Conversion | 200K | — |
| 2026-05-12 | Bialecki Andrew | Sell | 59K | $14.97 |
| 2026-05-12 | Bialecki Andrew | Sell | 141K | $14.46 |
| 2026-04-20 | Edmond Landon | Sell | 9.6K | $20.00 |
| 2026-04-16 | Whalen Amanda | Conversion | 4.3K | — |
| 2026-04-16 | Whalen Amanda | Sell | 14K | $18.54 |
| 2026-04-15 | Galvin Carmel | Grant | 162K | — |
| 2026-04-15 | Edmond Landon | Grant | 152K | — |
| 2026-04-15 | Edmond Landon | Grant | 130K | — |
| 2026-04-15 | Galvin Carmel | Grant | 189K | — |
| 2026-04-15 | Whalen Amanda | Grant | 265K | — |
| 2026-04-15 | Whalen Amanda | Grant | 227K | — |
| 2026-04-14 | Bialecki Andrew | Conversion | 200K | — |
| 2026-04-14 | Bialecki Andrew | Sell | 109K | $17.39 |
| 2026-04-14 | Bialecki Andrew | Sell | 91K | $16.94 |
| 2026-04-07 | Bialecki Andrew | Conversion | 200K | — |
| 2026-04-07 | Bialecki Andrew | Sell | 200K | $18.63 |
| 2026-03-31 | Bialecki Andrew | Conversion | 200K | — |
| 2026-03-31 | Bialecki Andrew | Sell | 200K | $19.42 |
| 2026-03-24 | Bialecki Andrew | Conversion | 200K | — |
| 2026-03-24 | Bialecki Andrew | Sell | 200K | $18.17 |
| 2026-03-17 | Bialecki Andrew | Conversion | 200K | — |
| 2026-03-17 | Bialecki Andrew | Sell | 97K | $19.60 |
| 2026-03-17 | Bialecki Andrew | Sell | 103K | $19.15 |
| 2026-03-12 | Edmond Landon | Sell | 14K | $20.15 |
| 2026-03-12 | Whalen Amanda | Sell | 8.9K | $19.72 |
| 2026-03-12 | Whalen Amanda | Sell | 5.1K | $19.34 |
| 2026-03-10 | Bialecki Andrew | Conversion | 207K | — |
| 2026-03-10 | Bialecki Andrew | Sell | 206K | $19.96 |
| 2026-03-10 | Bialecki Andrew | Sell | 700 | $19.34 |
| 2026-03-05 | Edmond Landon | Sell | 15K | $20.16 |
| 2026-03-03 | Bialecki Andrew | Conversion | 200K | — |
| 2026-03-03 | Bialecki Andrew | Sell | 154K | $18.86 |
| 2026-03-03 | Bialecki Andrew | Sell | 46K | $17.90 |
| 2026-02-24 | Bialecki Andrew | Conversion | 200K | — |
| 2026-02-24 | Bialecki Andrew | Sell | 160K | $16.86 |
| 2026-02-24 | Bialecki Andrew | Sell | 40K | $16.38 |
| 2026-02-17 | Edmond Landon | Conversion | 11K | — |
| 2026-02-15 | Whalen Amanda | Conversion | 30K | — |
| 2026-02-15 | Whalen Amanda | Tax withheld | 45K | $18.60 |
| 2026-02-15 | Edmond Landon | Conversion | 11K | — |
| 2026-02-15 | Fernandez Gomez Luciano | Tax withheld | 23K | $18.60 |
| 2026-02-15 | Edmond Landon | Tax withheld | 25K | $18.60 |
| 2026-02-15 | Galvin Carmel | Tax withheld | 23K | $18.60 |
| 2026-02-13 | Whalen Amanda | Sell | 4.7K | $18.63 |
| 2026-02-13 | Whalen Amanda | Conversion | 14K | — |
| 2026-02-13 | Whalen Amanda | Sell | 9.3K | $19.01 |
| 2026-02-12 | Ceran Jennifer | Buy | 16K | $18.38 |
| 2026-01-27 | Bialecki Andrew | Conversion | 155K | — |
| 2026-01-27 | Bialecki Andrew | Sell | 151K | $25.34 |
| 2026-01-27 | Bialecki Andrew | Sell | 4.5K | $24.94 |
| 2026-01-20 | Bialecki Andrew | Sell | 796 | $23.29 |
| 2026-01-20 | Bialecki Andrew | Conversion | 168K | — |
| 2026-01-20 | Bialecki Andrew | Sell | 167K | $24.16 |
| 2026-01-15 | Fernandez Gomez Luciano | Grant | 1.2M | — |
| 2026-01-15 | Whalen Amanda | Conversion | 4.0K | — |
| 2026-01-15 | Whalen Amanda | Sell | 7.8K | $26.08 |
| 2026-01-15 | Whalen Amanda | Sell | 6.2K | $25.52 |
| 2026-01-15 | Edmond Landon | Sell | 5.6K | $26.08 |
| 2026-01-15 | Edmond Landon | Sell | 4.4K | $25.52 |
| 2026-01-15 | Fernandez Gomez Luciano | Grant | 1.1M | — |
| 2026-01-13 | Bialecki Andrew | Conversion | 141K | — |
| 2026-01-13 | Bialecki Andrew | Sell | 50K | $27.62 |
| 2026-01-13 | Bialecki Andrew | Sell | 90K | $27.29 |
| 2026-01-07 | Bialecki Andrew | Sell | 17K | $30.01 |
| 2026-01-07 | Bialecki Andrew | Conversion | 17K | — |
| 2026-01-06 | Bialecki Andrew | Sell | 2.4K | $28.52 |
| 2026-01-06 | Bialecki Andrew | Conversion | 138K | — |
| 2026-01-06 | Bialecki Andrew | Sell | 135K | $28.92 |
| 2025-12-22 | Bialecki Andrew | Conversion | 100K | — |
| 2025-12-22 | Bialecki Andrew | Sell | 93K | $33.05 |
| 2025-12-22 | Bialecki Andrew | Sell | 6.9K | $31.94 |
| 2025-12-18 | Edmond Landon | Sell | 14K | $31.41 |
| 2025-12-18 | Edmond Landon | Sell | 472 | $30.55 |
| 2025-12-18 | Whalen Amanda | Sell | 460 | $30.59 |
| 2025-12-18 | Whalen Amanda | Sell | 14K | $31.41 |
| 2025-12-17 | Hallen Ed | Sell | 35K | $30.35 |
| 2025-12-17 | Hallen Ed | Sell | 83K | $30.37 |
| 2025-12-17 | Bialecki Andrew | Conversion | 100K | — |
| 2025-12-17 | Bialecki Andrew | Sell | 100K | $30.40 |
| 2025-12-16 | Bialecki Andrew | Sell | 139K | $29.04 |
| 2025-12-16 | Bialecki Andrew | Conversion | 139K | — |
| 2025-12-15 | Hallen Ed | Sell | 157 | $30.13 |
| 2025-12-15 | Hallen Ed | Sell | 600 | $30.15 |
| 2025-12-15 | Rowland Stephen Eric | Sell | 3.2K | $29.01 |
| 2025-12-15 | Edmond Landon | Gift | 8.4K | — |
| 2025-12-15 | Rowland Stephen Eric | Sell | 3.9K | $29.81 |
| 2025-12-11 | Bialecki Andrew | Conversion | 18K | — |
| 2025-12-11 | Bialecki Andrew | Sell | 18K | $30.00 |
| 2025-12-11 | Bialecki Andrew | Conversion | 3.4M | — |
| 2025-12-11 | Bialecki Andrew | Gift | 3.4M | — |
| 2025-12-10 | Bialecki Andrew | Conversion | 82K | — |
| 2025-12-10 | Bialecki Andrew | Sell | 82K | $30.12 |
| 2025-12-09 | Bialecki Andrew | Sell | 800 | $28.84 |
| 2025-12-09 | Bialecki Andrew | Sell | 131K | $29.42 |
| 2025-12-09 | Bialecki Andrew | Conversion | 131K | — |
| 2025-12-04 | Bialecki Andrew | Sell | 952 | $30.00 |
| 2025-12-04 | Bialecki Andrew | Conversion | 952 | — |
| 2025-12-02 | Bialecki Andrew | Sell | 142K | $28.62 |
| 2025-12-02 | Bialecki Andrew | Conversion | 142K | — |
| 2025-11-24 | Bialecki Andrew | Conversion | 145K | — |
| 2025-11-24 | Bialecki Andrew | Sell | 145K | $27.76 |
| 2025-11-20 | Edmond Landon | Sell | 10K | $27.83 |
| 2025-11-20 | Edmond Landon | Sell | 4.0K | $26.97 |
| 2025-11-18 | Bialecki Andrew | Conversion | 147K | — |
| 2025-11-18 | Bialecki Andrew | Sell | 147K | $27.16 |
| 2025-11-17 | Rowland Stephen Eric | Sell | 7.1K | $27.39 |
| 2025-11-17 | Rowland Stephen Eric | Conversion | 28K | — |
| 2025-11-17 | Edmond Landon | Conversion | 11K | — |
| 2025-11-17 | Galvin Carmel | Sell | 7.1K | $27.74 |
| 2025-11-17 | Galvin Carmel | Sell | 4.0K | $27.11 |
| 2025-11-15 | Edmond Landon | Tax withheld | 24K | $28.61 |
| 2025-11-15 | Fernandez Gomez Luciano | Tax withheld | 44K | $28.61 |
| 2025-11-15 | Galvin Carmel | Tax withheld | 25K | $28.61 |
| 2025-11-15 | Whalen Amanda | Conversion | 30K | — |
| 2025-11-15 | Whalen Amanda | Tax withheld | 45K | $28.61 |
| 2025-11-15 | Rowland Stephen Eric | Tax withheld | 34K | $28.61 |
| 2025-11-15 | Rowland Stephen Eric | Conversion | 23K | — |
| 2025-11-15 | Edmond Landon | Conversion | 11K | — |
| 2025-11-14 | Whalen Amanda | Sell | 300 | $27.89 |
| 2025-11-14 | Whalen Amanda | Conversion | 15K | — |
| 2025-11-14 | Whalen Amanda | Sell | 15K | $28.61 |
| 2025-11-11 | Hallen Ed | Sell | 545 | $30.00 |
| 2025-11-11 | Hallen Ed | Sell | 2.3K | $30.00 |
| 2025-11-11 | Bialecki Andrew | Conversion | 140K | — |
| 2025-11-11 | Bialecki Andrew | Sell | 140K | $29.74 |
| 2025-11-10 | Hallen Ed | Gift | 41K | — |
| 2025-11-10 | Hallen Ed | Sell | 8.6K | $30.05 |
| 2025-11-10 | Hallen Ed | Sell | 51K | $30.04 |
| 2025-10-15 | Rowland Stephen Eric | Sell | 7.1K | $24.35 |
| 2025-10-14 | Bialecki Andrew | Sell | 163K | $24.37 |
| 2025-10-14 | Bialecki Andrew | Conversion | 163K | — |
| 2025-10-10 | Whalen Amanda | Conversion | 15K | — |
| 2025-10-10 | Whalen Amanda | Sell | 9.8K | $25.33 |
| 2025-10-10 | Whalen Amanda | Sell | 5.2K | $24.45 |
| 2025-10-07 | Bialecki Andrew | Sell | 145K | $25.32 |
| 2025-10-07 | Bialecki Andrew | Conversion | 160K | — |
| 2025-10-07 | Bialecki Andrew | Sell | 15K | $25.07 |
| 2025-09-30 | Bialecki Andrew | Conversion | 137K | — |
| 2025-09-30 | Bialecki Andrew | Sell | 18K | $31.24 |
| 2025-09-30 | Bialecki Andrew | Sell | 6.0K | $30.28 |
| 2025-09-30 | Bialecki Andrew | Sell | 45K | $29.03 |
| 2025-09-30 | Bialecki Andrew | Sell | 40K | $28.22 |
| 2025-09-30 | Bialecki Andrew | Sell | 29K | $27.70 |
| 2025-09-23 | Bialecki Andrew | Sell | 30K | $35.01 |
| 2025-09-23 | Bialecki Andrew | Conversion | 211K | — |
| 2025-09-23 | Bialecki Andrew | Sell | 182K | $35.52 |
| 2025-09-16 | Bialecki Andrew | Conversion | 226K | — |
| 2025-09-16 | Bialecki Andrew | Sell | 141K | $32.71 |
| 2025-09-16 | Bialecki Andrew | Sell | 85K | $31.76 |
| 2025-09-15 | Fernandez Gomez Luciano | Grant | 101K | — |
| 2025-09-15 | Rowland Stephen Eric | Sell | 6.9K | $31.90 |
| 2025-09-15 | Rowland Stephen Eric | Sell | 200 | $31.24 |
| 2025-09-15 | Hallen Ed | Sell | 22K | $31.65 |
| 2025-09-15 | Hallen Ed | Sell | 68K | $31.73 |
| 2025-09-15 | Hallen Ed | Gift | 20K | — |
| 2025-09-12 | Whalen Amanda | Conversion | 11K | — |
| 2025-09-12 | Whalen Amanda | Sell | 15K | $31.50 |
| 2025-09-11 | Hallen Ed | Conversion | 990K | — |
| 2025-09-11 | Hallen Ed | Gift | 990K | — |
| 2025-09-11 | Hallen Ed | Gift | 200K | — |
| 2025-09-11 | Hallen Ed | Gift | 790K | — |
| 2025-09-10 | St. Ledger Susan | Sell | 3.4K | $32.20 |
| 2025-09-09 | Bialecki Andrew | Sell | 220K | $31.96 |
| 2025-09-09 | Bialecki Andrew | Conversion | 220K | — |
| 2025-09-08 | SUMMIT PARTNERS L P | Conversion | 4.0M | — |
| 2025-09-08 | SUMMIT PARTNERS L P | Sell | 4.0M | $31.87 |
| 2025-09-02 | Bialecki Andrew | Sell | 94K | $30.76 |
| 2025-09-02 | Bialecki Andrew | Sell | 129K | $31.18 |
| 2025-09-02 | Bialecki Andrew | Conversion | 223K | — |
| 2025-08-28 | Bialecki Andrew | Conversion | 3.5M | — |
| 2025-08-28 | Bialecki Andrew | Gift | 3.5M | — |
| 2025-08-26 | Bialecki Andrew | Conversion | 227K | — |
| 2025-08-26 | Bialecki Andrew | Sell | 216K | $31.51 |
| 2025-08-26 | Bialecki Andrew | Sell | 10K | $31.21 |
| 2025-08-25 | SUMMIT PARTNERS L P | Conversion | 975K | — |
| 2025-08-25 | SUMMIT PARTNERS L P | Sell | 975K | $30.01 |
| 2025-08-21 | SUMMIT PARTNERS L P | Other | 500K | — |
| 2025-08-18 | Edmond Landon | Sell | 10.0K | $31.46 |
| 2025-08-18 | Edmond Landon | Conversion | 11K | — |
| 2025-08-18 | Rowland Stephen Eric | Sell | 7.1K | $31.46 |
| 2025-08-18 | Rowland Stephen Eric | Conversion | 28K | — |
| 2025-08-18 | Galvin Carmel | Sell | 11K | $31.67 |
| 2025-08-15 | Whalen Amanda | Sell | 15K | $31.32 |
| 2025-08-15 | Fernandez Gomez Luciano | Conversion | 7.0K | — |
| 2025-08-15 | Fernandez Gomez Luciano | Tax withheld | 7.0K | $31.43 |
| 2025-08-15 | Whalen Amanda | Conversion | 30K | — |
| 2025-08-15 | Whalen Amanda | Tax withheld | 47K | $31.43 |
| 2025-08-15 | Galvin Carmel | Tax withheld | 25K | $31.43 |
| 2025-08-15 | Rowland Stephen Eric | Conversion | 23K | — |
| 2025-08-15 | Rowland Stephen Eric | Tax withheld | 34K | $31.43 |
| 2025-08-15 | Edmond Landon | Conversion | 11K | — |
| 2025-08-15 | Edmond Landon | Tax withheld | 25K | $31.43 |
| 2025-08-13 | SUMMIT PARTNERS L P | Conversion | 7.0M | — |
| 2025-08-13 | SUMMIT PARTNERS L P | Sell | 6.5M | $30.01 |
| 2025-07-15 | Rowland Stephen Eric | Sell | 7.1K | $31.56 |
| 2025-07-11 | Whalen Amanda | Conversion | 15K | — |
| 2025-07-11 | Whalen Amanda | Sell | 15K | $31.66 |
| 2025-07-11 | Whalen Amanda | Sell | 200 | $31.32 |
| 2025-06-16 | Rowland Stephen Eric | Sell | 300 | $33.82 |
| 2025-06-16 | Rowland Stephen Eric | Sell | 6.8K | $34.59 |
| 2025-06-13 | Whalen Amanda | Conversion | 11K | — |
| 2025-06-13 | Whalen Amanda | Sell | 15K | $33.47 |
| 2025-06-11 | Bialecki Andrew | Conversion | 100K | — |
| 2025-06-11 | Bialecki Andrew | Gift | 100K | — |
| 2025-06-10 | Oulman Roxanne | Grant | 5.8K | — |
| 2025-06-10 | Ceran Jennifer | Grant | 5.8K | — |
| 2025-06-10 | St. Ledger Susan | Grant | 5.8K | — |
| 2025-06-10 | Fernandez Gomez Luciano | Tax withheld | 2.6K | $34.03 |
| 2025-06-10 | Fernandez Gomez Luciano | Grant | 5.8K | — |
| 2025-06-10 | Weisman Tony | Grant | 5.8K | — |
| 2025-06-04 | SUMMIT PARTNERS L P | Conversion | 4.0M | — |
| 2025-06-04 | SUMMIT PARTNERS L P | Sell | 4.0M | $33.35 |
| 2025-05-19 | SUMMIT PARTNERS L P | Conversion | 4.0M | — |
| 2025-05-19 | SUMMIT PARTNERS L P | Sell | 4.0M | $33.00 |
| 2025-05-16 | Whalen Amanda | Sell | 15K | $34.98 |
| 2025-05-16 | Bialecki Andrew | Sell | 11.0M | $32.90 |
| 2025-05-16 | Edmond Landon | Sell | 10.0K | $34.85 |
| 2025-05-16 | Galvin Carmel | Sell | 11K | $35.01 |
| 2025-05-16 | Rowland Stephen Eric | Sell | 7.1K | $34.86 |
| 2025-05-15 | Edmond Landon | Tax withheld | 25K | $34.90 |
| 2025-05-15 | Edmond Landon | Conversion | 11K | — |
| 2025-05-15 | Edmond Landon | Conversion | 11K | — |
| 2025-05-15 | Rowland Stephen Eric | Sell | 6.6K | $35.06 |
| 2025-05-15 | Rowland Stephen Eric | Sell | 500 | $34.19 |
| 2025-05-15 | Rowland Stephen Eric | Conversion | 23K | — |
| 2025-05-15 | Rowland Stephen Eric | Tax withheld | 34K | $34.90 |
| 2025-05-15 | Rowland Stephen Eric | Conversion | 28K | — |
| 2025-05-15 | Galvin Carmel | Tax withheld | 25K | $34.90 |
| 2025-05-15 | Whalen Amanda | Conversion | 30K | — |
| 2025-05-15 | Whalen Amanda | Tax withheld | 47K | $34.90 |
| 2025-05-14 | Bialecki Andrew | Conversion | 11.0M | — |
| 2025-04-15 | Rowland Stephen Eric | Sell | 7.1K | $26.66 |
| 2025-04-11 | Whalen Amanda | Conversion | 11K | — |
| 2025-04-11 | Whalen Amanda | Sell | 12K | $26.85 |
| 2025-04-11 | Whalen Amanda | Sell | 3.4K | $26.20 |
| 2025-04-09 | Fagnan Jeff | Buy | 3.9K | $25.77 |
| 2025-03-17 | Rowland Stephen Eric | Grant | 208K | — |
| 2025-03-17 | Edmond Landon | Grant | 130K | — |
| 2025-03-17 | Whalen Amanda | Grant | 208K | — |
| 2025-03-17 | Galvin Carmel | Grant | 130K | — |
| 2025-03-14 | SUMMIT PARTNERS L P | Sell | 2.0M | $32.44 |
| 2025-03-14 | Whalen Amanda | Sell | 15K | $33.54 |
| 2025-03-14 | SUMMIT PARTNERS L P | Conversion | 2.0M | — |
| 2025-03-14 | Whalen Amanda | Sell | 25 | $32.92 |
| 2025-03-07 | Rowland Stephen Eric | Sell | 4.9K | $37.18 |
| 2025-03-07 | Rowland Stephen Eric | Sell | 5.5K | $36.00 |
| 2025-03-07 | Rowland Stephen Eric | Sell | 12K | $34.83 |
| 2025-03-07 | Rowland Stephen Eric | Sell | 15K | $34.24 |
| 2025-03-03 | Edmond Landon | Sell | 3.9K | $39.26 |
| 2025-03-03 | Edmond Landon | Sell | 2.3K | $38.20 |
| 2025-02-25 | Galvin Carmel | Sell | 7.9K | $40.56 |
| 2025-02-25 | Galvin Carmel | Sell | 3.6K | $39.85 |
| 2025-02-15 | Whalen Amanda | Tax withheld | 31K | $47.00 |
| 2025-02-15 | Whalen Amanda | Conversion | 19K | — |
| 2025-02-15 | Rowland Stephen Eric | Conversion | 23K | — |
| 2025-02-15 | Rowland Stephen Eric | Tax withheld | 29K | $47.00 |
| 2025-02-15 | Rowland Stephen Eric | Conversion | 28K | — |
| 2025-02-15 | Galvin Carmel | Tax withheld | 20K | $47.00 |
| 2025-02-15 | Edmond Landon | Conversion | 3.9K | — |
| 2025-02-15 | Edmond Landon | Tax withheld | 13K | $47.00 |
| 2025-02-15 | Edmond Landon | Conversion | 3.6K | — |
| 2025-02-03 | Whalen Amanda | Sell | 9.8K | $46.39 |
| 2025-02-03 | Whalen Amanda | Sell | 3.5K | $45.00 |
| 2025-02-03 | Whalen Amanda | Sell | 1.7K | $44.54 |
| 2025-01-15 | Rowland Stephen Eric | Conversion | 78K | — |
| 2025-01-15 | Rowland Stephen Eric | Sell | 4.5K | $40.04 |
| 2025-01-10 | Whalen Amanda | Sell | 3.5K | $38.68 |
| 2025-01-10 | Whalen Amanda | Conversion | 15K | — |
| 2025-01-10 | Whalen Amanda | Sell | 11K | $39.34 |
| 2025-01-07 | Edmond Landon | Sell | 25K | $41.62 |
| 2025-01-07 | Edmond Landon | Sell | 15K | $42.10 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-09 | Shareholder vote | filing ↗ |
| 2026-05-05 | ResultsExec/director changeReg FDExhibits | filing ↗ |
| 2026-03-02 | OtherExhibits | filing ↗ |
| 2026-02-10 | ResultsExhibits | filing ↗ |
| 2025-12-09 | Exec/director change5.03Reg FDExhibits | filing ↗ |
| 2025-12-02 | Reg FDExhibits | filing ↗ |
| 2025-11-05 | ResultsExhibits | filing ↗ |
| 2025-09-25 | Reg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-09 | 2026-06-09 | 0001835830-26-000029 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0001835830-26-000027 ↗ |
| 8-K | 2026-05-05 | 2026-05-01 | 0001835830-26-000026 ↗ |
| 8-K | 2026-03-02 | 2026-03-02 | 0001835830-26-000011 ↗ |
| 10-K | 2026-02-10 | 2025-12-31 | 0001835830-26-000007 ↗ |
| 8-K | 2026-02-10 | 2026-02-10 | 0001835830-26-000005 ↗ |
| 8-K | 2025-12-09 | 2025-12-08 | 0001835830-25-000116 ↗ |
| 8-K | 2025-12-02 | 2025-12-02 | 0001835830-25-000114 ↗ |
| 8-K | 2025-11-05 | 2025-11-05 | 0001835830-25-000109 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0001835830-25-000110 ↗ |
| 8-K | 2025-09-25 | 2025-09-25 | 0001835830-25-000103 ↗ |
| 8-K | 2025-08-29 | 2025-08-29 | 0001835830-25-000100 ↗ |