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  4. [Form 4] TWILIO INC Insider Trading Activity

Twilio director granted 345 RSUs in stock award

TWILIO INC (symbol: TWLO) is the issuer of record for a Form 4 filing submitted to the SEC.

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

TWILIO INC (symbol: TWLO) is the issuer of record for a Form 4 filing submitted to the SEC. Stafman Andrew reported acquisition or exercise transactions in this Form 4 filing.

Twilio Inc. (TWLO) director Andrew J. Stafman reported a grant of 345 Restricted Stock Units (RSUs) of Class A common stock on September 15, 2026; each RSU vested immediately and represents one share. Following the grant, he held 14,236 RSUs, including 4,191 that have been deferred. The filing is made jointly with Sachem Head Capital Management LP and related entities, which may be deemed beneficial owners of certain securities but disclaim beneficial ownership except to the extent of any pecuniary interest, and may be deemed directors by deputization. No Rule 10b5-1 trading plan is reported.

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Insider Stafman Andrew, Ferguson Scott D., Sachem Head Capital Management LP, Uncas GP LLC, Sachem Head GP LLC
Role Director | Insider | Insider | Insider | Insider
Type Security Shares Price Value
Grant/Award Class A Common Stock F1, F2, F3, F4, F5 345 $0.00 $0.00
holding Class A Common Stock F6, F3, F4, F7, F8 -- -- --
Holdings After Transaction: Class A Common Stock — 14,236 shares (Direct); Class A Common Stock — 120,000 shares (Indirect, See footnotes)
Footnotes (8)
  1. F1. The shares reported in this transaction represent Restricted Stock Units ("RSUs") granted by Twilio Inc. (the "Issuer") to Andrew J. Stafman. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.
  2. F2. Of these shares, all 14,236 shares represent RSUs. Includes 4,191 RSUs that have been deferred by the Reporting Person.
  3. F3. In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein.
  4. F4. Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization.
  5. F5. Pursuant to an arrangement between Andrew J. Stafman and Sachem Head, upon receipt of the Subject Securities, Andrew J. Stafman granted all right, title, interest, claims, and any other ownership interests in such Subject Securities to Sachem Head for no consideration.
  6. F6. Of these shares, all 120,000 of these shares represent the Issuer's Class A common stock owned by the Sachem Head Funds (as defined below) prior to the Issuer's grant of any RSUs to Andrew J. Stafman.
  7. F7. Includes securities directly owned by Sachem Head LP ("SH") and Sachem Head Master LP ("SHM", and, together with SH, the "Sachem Head Funds"). Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott D. Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM.
  8. F8. The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP.
RSUs granted 345 RSUs Restricted Stock Units granted to Andrew J. Stafman on September 15, 2026
RSUs held after transaction 14,236 RSUs Total RSUs held by Andrew J. Stafman following the grant
Deferred RSUs 4,191 RSUs Portion of Stafman’s RSUs that have been deferred
Indirectly owned Class A shares 120,000 shares Twilio Class A common stock owned by the Sachem Head Funds
Restricted Stock Units financial
"The shares reported in this transaction represent Restricted Stock Units ("RSUs") granted"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
beneficial owner financial
"may be deemed to be the beneficial owner of certain of the securities"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
deferred financial
"Includes 4,191 RSUs that have been deferred by the Reporting Person"
deputization regulatory
"may be deemed directors of the Issuer by deputization"
pecuniary interest financial
"disclaims any beneficial ownership... except to the extent of any pecuniary interest therein"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What equity award did Twilio (TWLO) director Andrew J. Stafman report on this Form 4?
Andrew J. Stafman reported a grant of 345 Restricted Stock Units (RSUs) of Twilio Class A common stock on September 15, 2026. Each RSU represents the right to receive one share and vested immediately on the grant date.

How many Twilio (TWLO) RSUs does Andrew J. Stafman hold after this reported transaction?
After the reported RSU grant, Andrew J. Stafman held 14,236 RSUs of Twilio Class A common stock. This amount includes 4,191 RSUs that he has deferred.

What Twilio (TWLO) shares are reported as indirectly owned by Sachem Head funds?
The filing states that 120,000 shares of Twilio Class A common stock are owned by the Sachem Head Funds. These shares were owned by those funds prior to Twilio’s grant of any RSUs to Andrew J. Stafman.

Was the Twilio (TWLO) RSU transaction made under a Rule 10b5-1 trading plan?
No. The Form 4’s Rule 10b5-1 checkbox is not affirmed, and there is no footnote indicating that the reported RSU grant or related holdings were made pursuant to a Rule 10b5-1 trading plan.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →
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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Stafman Andrew
(Last)(First)(Middle)
250 WEST 55TH STREET, FLOOR 34
(Street)
NEW YORK NEW YORK 10019
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
TWILIO INC [ TWLO ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/15/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
XForm filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A Common Stock09/15/2026A345(1)A$014,236(2)D(3)(4)(5)
Class A Common Stock120,000(6)ISee footnotes(3)(4)(7)(8)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
1. Name and Address of Reporting Person*
Stafman Andrew
(Last)(First)(Middle)
250 WEST 55TH STREET, FLOOR 34
(Street)
NEW YORK NEW YORK 10019
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
XDirector10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Ferguson Scott D.
(Last)(First)(Middle)
250 WEST 55TH STREET, 34TH FLOOR
(Street)
NEW YORK NEW YORK 10019
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
Director10% Owner
Officer (give title below)XOther (specify below)
See Footnotes
1. Name and Address of Reporting Person*
Sachem Head Capital Management LP
(Last)(First)(Middle)
250 WEST 55TH STREET, 34TH FLOOR
(Street)
NEW YORK NEW YORK 10019
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
Director10% Owner
Officer (give title below)XOther (specify below)
See Footnotes
1. Name and Address of Reporting Person*
Uncas GP LLC
(Last)(First)(Middle)
250 WEST 55TH STREET, FLOOR 34
(Street)
NEW YORK NEW YORK 10019
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
Director10% Owner
Officer (give title below)XOther (specify below)
See Footnotes
1. Name and Address of Reporting Person*
Sachem Head GP LLC
(Last)(First)(Middle)
250 WEST 55TH STREET, FLOOR 34
(Street)
NEW YORK NEW YORK 10019
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
Director10% Owner
Officer (give title below)XOther (specify below)
See Footnotes
Explanation of Responses:
1. The shares reported in this transaction represent Restricted Stock Units ("RSUs") granted by Twilio Inc. (the "Issuer") to Andrew J. Stafman. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.
2. Of these shares, all 14,236 shares represent RSUs. Includes 4,191 RSUs that have been deferred by the Reporting Person.
3. In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein.
4. Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization.
5. Pursuant to an arrangement between Andrew J. Stafman and Sachem Head, upon receipt of the Subject Securities, Andrew J. Stafman granted all right, title, interest, claims, and any other ownership interests in such Subject Securities to Sachem Head for no consideration.
6. Of these shares, all 120,000 of these shares represent the Issuer's Class A common stock owned by the Sachem Head Funds (as defined below) prior to the Issuer's grant of any RSUs to Andrew J. Stafman.
7. Includes securities directly owned by Sachem Head LP ("SH") and Sachem Head Master LP ("SHM", and, together with SH, the "Sachem Head Funds"). Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott D. Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM.
8. The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP.
/s/ Michael D. Adamski, as Attorney-in-Fact for Andrew J. Stafman09/17/2026
/s/ Michael D. Adamski, as Attorney-in-Fact for Scott D. Ferguson09/17/2026
/s/ Michael D. Adamski, as General Counsel of Sachem Head Capital Management LP09/17/2026
/s/ Michael D. Adamski, as General Counsel of Uncas GP LLC09/17/2026
/s/ Michael D. Adamski, as General Counsel of Sachem Head GP LLC09/17/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

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