Compensation award — excluded from discretionary-purchase analysis.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell
View the official recordSEC Form 4 — Statement of Changes in Beneficial OwnershipAll the details
Dates, kept separate
Transaction date
Sep 15, 2026
Reporting period
Not applicable
Filed with the SEC
Sep 18, 2026
DirectorGrant / award
Context
Classification
grant award
Code A — grant or award
Planned / mechanical clue
Footnote references vesting of compensation awards
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0001104659-26-108619
Filed / recorded
Sep 18, 2026, 1:33 AM UTC
Added to OQRO
Oct 6, 2026, 9:11 PM UTC
Parser
form4-xml-v2
Data quality
Verified: identifiers matched exactly
Issuer
TWILIO INC
Issuer CIK
1447669
Ticker
TWLO
Reporting person
Andrew Stafman
Relationship
Director
Security
Class A Common Stock
Table
Non-derivative (Table I)
Transaction date
Sep 15, 2026
Transaction code
A
Shares / units
345
Price per share
$0.00
Acquired / disposed
Acquired (A)
Shares owned after
14,236
Ownership form
Direct
Amendment
No
Footnotes from the filing
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.
Of these shares, all 14,236 shares represent RSUs. Includes 4,191 RSUs that have been deferred by the Reporting Person.
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.
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.
