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TWILIO INC (TWLO) SEC Filings, Nov-Dec 2025

TWLO NYSE

Twilio Inc. filings document a cloud communications and customer engagement software company whose disclosures center on operating results, governance and material events. Recent 8-K reports furnish quarterly and annual financial results, including revenue, gross profit, operating income, cash flow measures and common-stockholder earnings.

Twilio’s proxy materials describe annual meeting proposals, director elections, board committee matters, executive compensation, auditor ratification and equity incentive plan approvals. Other 8-K filings record board appointments, committee assignments, changes in board size and related compensatory arrangements under the company’s public-company governance framework.

Rhea-AI Summary

Twilio Inc. reported an insider equity award to a director, who received 635 restricted stock units (RSUs) of Class A common stock on 12/15/2025 at a price of $0 per share. Each RSU represents the right to receive one Class A share and vested immediately on the grant date.

Following this grant, the director beneficially owns 16,751 shares of Twilio Class A common stock, including RSUs the director has deferred.

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Twilio Inc reported that one of its directors completed equity transactions involving Class A common stock on December 15, 2025. The director received 639 restricted stock units (RSUs), each representing the right to receive one Class A share, and the RSUs vested immediately at a reported price of $0 per share.

On the same date, the director contributed 639 Class A shares to The Erika Rottenberg Revocable Trust, and the trust received the same number of shares at a reported price of $0. After these transactions, 35,609 Class A shares were beneficially owned indirectly through the trust.

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Twilio Inc. disclosed that a company director received 627 restricted stock units (RSUs) tied to its Class A common stock on 12/15/2025. Each RSU represents the right to receive one share, and the units vested immediately on the grant date. The award is reported at a price of $0 per unit, reflecting that the director did not pay cash for these shares.

After this grant, the reporting person beneficially owns 17,654 shares of Class A common stock, including RSUs that have been deferred by the director. The report is filed by a single reporting person in their capacity as a director of Twilio.

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A director of Twilio Inc. reported receiving 655 Restricted Stock Units (RSUs) of the company’s Class A common stock on 12/15/2025. The transaction is shown at a price of $0, consistent with an equity award rather than an open-market purchase.

Each RSU represents the right to receive one share of Twilio’s Class A common stock, and the RSUs vested immediately on the grant date. Following this grant, the director beneficially owns 33,411 shares of Class A common stock, held directly.

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Twilio Inc. disclosed that one of its directors received a grant of 885 Restricted Stock Units (RSUs) for Class A common stock on 12/15/2025. Each RSU represents the right to receive one share of Class A common stock, and the RSUs vested immediately on the grant date. Following this grant, the director beneficially owns 38,411 Class A shares directly, which include RSUs that have been deferred, and an additional 26,484 Class A shares held indirectly through the Epstein Family Revocable Trust.

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A director of Twilio Inc. reported equity transactions in the company’s Class A common stock. On 12/15/2025, the director received 627 shares through Restricted Stock Units ("RSUs"), with each RSU representing the right to receive one share of Class A common stock, and these RSUs vested immediately on the grant date at a price of $0.

That same day, 627 shares were contributed by the reporting person to the Shustek-Dubinsky Family Trust and the trust received 627 shares at a price of $0. Following these transactions, the Shustek-Dubinsky Family Trust held 21,297 shares of Twilio Class A common stock indirectly for the reporting person.

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Twilio Inc. director reported an equity grant of 641 shares of Class A common stock on 12/15/2025. These shares are in the form of restricted stock units (RSUs), with each RSU representing the right to receive one share, and the RSUs vested immediately on the grant date. After this grant, the director beneficially owns 17,133 Class A shares and RSUs held directly, which includes RSUs the director has chosen to defer.

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Twilio Inc. director Andrew J. Stafman and affiliated investment entities reported a large insider transaction involving the company’s Class A common stock. On 12/02/2025, they reported a sale of 1,000,000 shares of Class A common stock at a price of $129 per share, reported as an indirect disposition. Following this transaction, the reporting group shows 2,295,000 shares of Class A common stock held indirectly and 12,163 shares held directly.

The filing is made jointly by Sachem Head Capital Management LP, related general partner entities, and Scott D. Ferguson, reflecting their potential beneficial ownership of the securities held by affiliated funds. The explanation notes that Stafman serves on Twilio’s board and is a partner at Sachem Head, and that other reporting persons may be considered directors by deputization due to this relationship.

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A holder of the issuer’s common stock has filed a Rule 144 notice to sell 1,000,000 shares through Barclays Capital Inc. on the NYSE. The filing cites an aggregate market value of $129,000,000.00 for these shares, compared with 151,612,818 shares of the same class reported as outstanding. The shares are expected to be sold around 12/02/2025.

The seller acquired the 1,000,000 common shares on 02/21/2024 through open market purchases, paid for in cash. By signing the notice, the seller represents that they are not aware of undisclosed material adverse information about the issuer’s current or prospective operations.

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Twilio Inc. reported an insider stock sale by its Chief Financial Officer. On 11/19/2025, the CFO sold 546 shares of Class A common stock at $120.7 per share in an open market transaction.

After this sale, the officer beneficially owned 127,558 shares of Twilio Class A common stock, some of which are in the form of restricted stock units that each convert into one share. The transaction was executed pursuant to a pre-arranged Rule 10b5-1 trading plan dated 6/6/2025, which is designed to allow insiders to sell shares according to a preset schedule.

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FAQ

How many TWILIO (TWLO) SEC filings are available on StockTitan?

StockTitan tracks 147 SEC filings for TWILIO (TWLO), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for TWILIO (TWLO)?

The most recent SEC filing for TWILIO (TWLO) was filed on December 17, 2025.