Transaction · 0001104659-26-067095

Stafman Andrew

Stafman Andrew, DIR, reported an open-market or private sale at TWILIO INC involving 1000000.000000 shares for an estimated $184140000.00. Reported holdings after the transaction were 620000.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

Open-market sellSEC transaction code SDIR
TWLOTWILIO INC
Trade date
May 27, 2026
Filing date
May 27, 2026
View on SEC Insider profile
Disclosed value-$184MShares × reported price
Shares traded1.00M$184.14 per share
Holdings after620kIndirect · See footnotes
% of reported position traded61.73%This security and ownership context
How reported position traded is calculated

Shares sold ÷ (holdings after + shares sold). Estimated position before: 1,620,000 shares.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

TWLO price since this filing

Daily closing prices, with the filing date and available return windows
TWLO · Daily closing priceLoading daily prices…
Filing dateReturn windows appear as prices become available.
Pre-filing1mo ago -21.5%1w ago +4.3%1d ago +4.5%
Returns since7d +25.2%30d +5.5%90d +23.7%180d1y

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
Sell
Code S
Identifier
0001104659-26-067095
Class A Common Stock
Transaction date
May 27, 2026
Filed May 27, 2026, 11:47 PM · 0d delay
Shares
1,000,000 sh
$184.14 per share
Estimated value
-$184M
Computed from shares × price
Holdings after
620,000 sh
Indirect · See footnotes

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Cluster Selling Large Holdings Reduction Large Sale
Filing-only score

+4 points

Compact filing score computed from stored Form 4 facts. Version v1.

Neutral filing signal

This filing is broadly neutral on the filing-only scale. The Form 4 facts do not strongly tilt positive or negative.

How this score is calculated
  • timely_filing+4 points

    reporting_delay_days = 0

    Filing reported within two business days of the transaction.
Read the scoring methodology

Signed filing-only points, not a probability or expected return. Version v1.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

No officer title

Officer NoDirector Yes10% NoOther No
Footnotes & amended
  1. F1

    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 Sc…

  2. F2

    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")…

  3. F3

    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 ge…

  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 b…

  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 inte…

Original filing · 0001104659-26-067095
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