← Back
▼ SELL

$ Value

$129.0M

Shares

1,000,000

Price

$129

Filed

Dec 2

Insider

Name

Stafman Andrew

Title

CIK

0002018024

Roles

Director

Transaction Details

Transaction Date

2025-12-02

Code

S

Table

Non-Derivative

Ownership

Indirect

Equity Swap

No

Shares After

2,295,000

Footnotes

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. | Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH and SHM, 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. | 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. | 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. | 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.

Filing Info

Accession No.

0001104659-25-117847

Form Type

4

Issuer CIK

0001447669

Stafman Andrew's History

Date Ticker Type Value
2026-03-15 TWLO A $0
2025-12-15 TWLO A $0
2025-12-02 TWLO $129.0M
2025-09-15 TWLO A $0
2025-06-09 TWLO A $0

Other Insiders at TWLO (90d)

Insider Bought Sold Last
PATRICK DEVAL L 2026-03-15
Epstein Jeff 2026-03-15
IMMELT JEFFREY R 2026-03-15
ROTTENBERG ERIKA $268K 2026-04-21
Shipchandler Khozema
Chief Executive Officer
$3.6M 2026-04-06
Dubinsky Donna 2026-03-15
Suzuki Miyuki 2026-03-15
Robinson Douglas A. 2026-03-24
Viggiano Aidan
Chief Financial Officer
$2.4M 2026-04-02
Bell Charles H 2026-03-15
Stafman Andrew 2026-03-15