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TWILIO INC

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3109
SEC CIK
0001447669
Parsed reports
863

Last 12 months

Inside the activity.

0 purchase rows · 96 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202504
Dec 202503
Jan 202604
Feb 202602
Mar 202609
Apr 202608
May 2026014
Jun 2026013
Jul 202607
Aug 2026011
Sep 2026014
Oct 202607

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 03, 2022 Filed Jan 4, 2022 21:10 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 12,500 $0.00 $0.00
Disclosure

SEC source: 0001447669-22-000008 · wf-form4_164134859715742.xml · derivative · entry 9

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson Revocable Trust

Disclosed balance after: 4,580,822

Underlying: Class A Common Stock · 12,500 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F8 · security: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date.

F8 · derivative.exercise_price: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date.

F8 · derivative.exercise_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date.

F8 · derivative.expiration_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date.

F5 · ownership.nature: Erica Freeman Lawson and Jeffrey Gordon Lawson Trustees of the Lawson Revocable Trust dated 10/2/11.

Read SEC document
January 03, 2022 Filed Jan 4, 2022 21:10 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 1,500 $0.00 $0.00
Disclosure

SEC source: 0001447669-22-000008 · wf-form4_164134859715742.xml · derivative · entry 8

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson 2014 Irrevocable Trust

Disclosed balance after: 1,022,705

Underlying: Class A Common Stock · 1,500 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F8 · security: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date.

F8 · derivative.exercise_price: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date.

F8 · derivative.exercise_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date.

F8 · derivative.expiration_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date.

F7 · ownership.nature: JP Morgan Trust Company of Delaware Trustee U/A 12/29/14 Lawson 2014 Irrevocable Trust.

Read SEC document
January 03, 2022 Filed Jan 4, 2022 21:10 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 1,500 $264.00 $396,000.00
Disclosure

SEC source: 0001447669-22-000008 · wf-form4_164134859715742.xml · nonDerivative · entry 7

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson 2014 Irrevocable Trust

Disclosed balance after: 0

F6 · kind: The sales reported were executed under the Reporting Person's 10b5-1 trading plan, dated as of 6/7/2021.

F7 · ownership.nature: JP Morgan Trust Company of Delaware Trustee U/A 12/29/14 Lawson 2014 Irrevocable Trust.

Read SEC document
January 03, 2022 Filed Jan 4, 2022 21:10 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0001447669-22-000008 · wf-form4_164134859715742.xml · nonDerivative · entry 6

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson 2014 Irrevocable Trust

Disclosed balance after: 1,500

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · ownership.nature: JP Morgan Trust Company of Delaware Trustee U/A 12/29/14 Lawson 2014 Irrevocable Trust.

Read SEC document
January 03, 2022 Filed Jan 4, 2022 21:10 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 12,500 $264.00 $3,300,000.00
Disclosure

SEC source: 0001447669-22-000008 · wf-form4_164134859715742.xml · nonDerivative · entry 5

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson Revocable Trust

Disclosed balance after: 61,240

F6 · kind: The sales reported were executed under the Reporting Person's 10b5-1 trading plan, dated as of 6/7/2021.

F5 · ownership.nature: Erica Freeman Lawson and Jeffrey Gordon Lawson Trustees of the Lawson Revocable Trust dated 10/2/11.

Read SEC document
January 03, 2022 Filed Jan 4, 2022 21:10 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 12,500 $0.00 $0.00
Disclosure

SEC source: 0001447669-22-000008 · wf-form4_164134859715742.xml · nonDerivative · entry 4

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson Revocable Trust

Disclosed balance after: 73,740

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · ownership.nature: Erica Freeman Lawson and Jeffrey Gordon Lawson Trustees of the Lawson Revocable Trust dated 10/2/11.

Read SEC document
December 31, 2021 Filed Jan 5, 2022 02:12 UTC
Shipchandler KhozemaChief Operating Officer
SaleClass A Common Stock 1,180 $269.44 $317,944.98
Disclosure

SEC source: 0001447669-22-000010 · wf-form4_164134874863939.xml · nonDerivative · entry 1

Shipchandler Khozema · CIK 0001737610 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,757

F1 · shares: Represents the number of shares sold to cover the statutory tax withholding obligations in connection with the vesting of Restricted Stock Units ("RSUs"). This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of minimum statutory tax withholding obligations to be funded by a "sell-to-cover" transaction and does not represent a discretionary sale by the Reporting Person.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $269.2800 to $269.4450 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer's Class A common stock.

Read SEC document
December 31, 2021 Filed Jan 4, 2022 21:10 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
GiftClass A Common Stock 10,942 $0.00 $0.00
Disclosure

SEC source: 0001447669-22-000008 · wf-form4_164134859715742.xml · nonDerivative · entry 3

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson Revocable Trust

Disclosed balance after: 61,240

F4 · kind: Represents the shares received by the Reporting Person's trust.

F5 · ownership.nature: Erica Freeman Lawson and Jeffrey Gordon Lawson Trustees of the Lawson Revocable Trust dated 10/2/11.

Read SEC document
December 31, 2021 Filed Jan 4, 2022 21:10 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
GiftClass A Common Stock 10,942 $0.00 $0.00
Disclosure

SEC source: 0001447669-22-000008 · wf-form4_164134859715742.xml · nonDerivative · entry 2

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,052

F3 · kind: Represents shares that were contributed by the Reporting Person to the Reporting Person's trust.

F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock.

Read SEC document
December 31, 2021 Filed Jan 4, 2022 21:10 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 10,763 $0.00 $0.00
Disclosure

SEC source: 0001447669-22-000008 · wf-form4_164134859715742.xml · nonDerivative · entry 1

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,994

F1 · kind: Represents shares of Class A common stock that were withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person in connection with the vesting of Restricted Stock Units ("RSUs").

F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock.

Read SEC document
December 20, 2021 Filed Dec 22, 2021 22:13 UTC
Manor EyalChief Product Officer
GrantClass A Common Stock · Derivative 54,428 $0.00 Strike: $268.55 $0.00
Disclosure

SEC source: 0001447669-21-000321 · wf-form4_164021113299857.xml · derivative · entry 2

Manor Eyal · CIK 0001899892 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,428

Underlying: Class A Common Stock · 54,428 shares

Expires 2031-12-20

F3 · derivative.exercise_date: The shares subject to the stock option vest as follows: 25% of the stock option shall vest on November 15, 2022, and the remaining shares subject to the stock option shall vest in equal monthly installments over the following three years, subject to the Reporting Person's continued service to the Issuer through each vesting date.

Read SEC document
December 20, 2021 Filed Dec 22, 2021 22:13 UTC
Manor EyalChief Product Officer
GrantClass A Common Stock 125,444 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000321 · wf-form4_164021113299857.xml · nonDerivative · entry 1

Manor Eyal · CIK 0001899892 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,444

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vest as follows: 25% of the RSUs shall vest on November 15, 2022 and the remaining RSUs shall vest in equal quarterly installments over the following three years, in each case on February 15, May 15, August 15 and November 15, subject to the Reporting Person's continued service to the Issuer through each vesting date.

F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock.

Read SEC document
December 20, 2021 Filed Dec 22, 2021 22:09 UTC
Boroditsky MarcChief Revenue Officer
SaleClass A Common Stock 1,000 $267.40 $267,400.00
Disclosure

SEC source: 0001447669-21-000319 · wf-form4_164021098139060.xml · nonDerivative · entry 1

Boroditsky Marc · CIK 0001779922 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,876

F1 · kind: The sales reported were executed under the Reporting Person's 10b5-1 trading plan, dated as of 12/8/2020.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer's Class A common stock.

Read SEC document
December 16, 2021 Filed Dec 17, 2021 21:46 UTC ConversionClass B Common Stock · Derivative 500 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000310 · wf-form4_163977754744705.xml · derivative · entry 12

DALZELL RICHARD L · CIK 0001184753 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 500 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
December 16, 2021 Filed Dec 17, 2021 21:46 UTC Exercise / conversionClass B Common Stock · Derivative 500 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000310 · wf-form4_163977754744705.xml · derivative · entry 11

DALZELL RICHARD L · CIK 0001184753 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 500

Underlying: Class A Common Stock · 500 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
December 16, 2021 Filed Dec 17, 2021 21:46 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 500 $0.00 Strike: $3.86 $0.00
Disclosure

SEC source: 0001447669-21-000310 · wf-form4_163977754744705.xml · derivative · entry 10

DALZELL RICHARD L · CIK 0001184753 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,500

Underlying: Class B Common Stock · 500 shares

Expires 2024-03-24

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: The shares subject to the option vested in 36 equal installments commencing on March 25, 2014. The shares subject to the option are fully vested and exercisable by the Reporting Person.

F4 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
December 16, 2021 Filed Dec 17, 2021 21:46 UTC SaleClass A Common Stock 500 $270.00 $135,000.00
Disclosure

SEC source: 0001447669-21-000310 · wf-form4_163977754744705.xml · nonDerivative · entry 6

DALZELL RICHARD L · CIK 0001184753 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,403

F2 · kind: The sales reported were executed under the Reporting Person's 10b5-1 trading plan, dated as of 6/9/2021.

Read SEC document
December 16, 2021 Filed Dec 17, 2021 21:46 UTC ConversionClass A Common Stock 500 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000310 · wf-form4_163977754744705.xml · nonDerivative · entry 5

DALZELL RICHARD L · CIK 0001184753 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,903

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 21:42 UTC GrantClass A Common Stock 263 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000307 · wf-form4_163977731911644.xml · nonDerivative · entry 1

PATRICK DEVAL L · CIK 0001053466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,058

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant.

F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 22:05 UTC
Epstein JeffDirector
GrantClass A Common Stock 297 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000317 · wf-form4_163977869674011.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,794

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant.

F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock.

F3 · balance_after: Includes RSUs that have been deferred by the Reporting Person.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 22:15 UTC GrantClass A Common Stock 259 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-048804 · doc4.xml · nonDerivative · entry 1

Deeter Byron B · CIK 0001506450 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,088

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"), each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs reported vested immediately on the date of grant.

F2 · shares: The Reporting Person has agreed to assign to Deer Management Co. LLC the right to any shares issuable pursuant to this grant or any proceeds from the sale thereof.

F1 · price: The shares reported in this transaction represent Restricted Stock Units ("RSUs"), each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs reported vested immediately on the date of grant.

F2 · ownership.direct: The Reporting Person has agreed to assign to Deer Management Co. LLC the right to any shares issuable pursuant to this grant or any proceeds from the sale thereof.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 22:03 UTC GiftClass A Common Stock 266 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000315 · wf-form4_163977860286224.xml · nonDerivative · entry 3

Dubinsky Donna · CIK 0001759316 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Shustek-Dubinsky Family Trust

Disclosed balance after: 547

F3 · kind: Represents the shares received by the Reporting Person's trust.

F4 · ownership.nature: Leonard Shustek & Donna Dubinsky, Trustees, Shustek-Dubinsky Family Trust Dated 8/1/04

Read SEC document
December 15, 2021 Filed Dec 17, 2021 22:03 UTC GiftClass A Common Stock 266 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000315 · wf-form4_163977860286224.xml · nonDerivative · entry 2

Dubinsky Donna · CIK 0001759316 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,909

F2 · kind: Represents shares that were contributed by the Reporting Person to the Reporting Person's trust.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 22:03 UTC GrantClass A Common Stock 266 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000315 · wf-form4_163977860286224.xml · nonDerivative · entry 1

Dubinsky Donna · CIK 0001759316 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,175

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 21:48 UTC GiftClass A Common Stock 276 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000312 · wf-form4_163977768820476.xml · nonDerivative · entry 3

ROTTENBERG ERIKA · CIK 0001284038 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 7,929

F3 · kind: Represents the shares received by the Reporting Person's trust.

F4 · ownership.nature: Shares are held by The Erika Rottenberg Revocable Trust.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 21:48 UTC GiftClass A Common Stock 276 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000312 · wf-form4_163977768820476.xml · nonDerivative · entry 2

ROTTENBERG ERIKA · CIK 0001284038 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · kind: Represents shares that were contributed by the Reporting Person to the Reporting Person's trust.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 21:48 UTC GrantClass A Common Stock 276 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000312 · wf-form4_163977768820476.xml · nonDerivative · entry 1

ROTTENBERG ERIKA · CIK 0001284038 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 276

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 21:46 UTC ConversionClass B Common Stock · Derivative 1,000 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000310 · wf-form4_163977754744705.xml · derivative · entry 9

DALZELL RICHARD L · CIK 0001184753 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 21:46 UTC Exercise / conversionClass B Common Stock · Derivative 1,000 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000310 · wf-form4_163977754744705.xml · derivative · entry 8

DALZELL RICHARD L · CIK 0001184753 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,000

Underlying: Class A Common Stock · 1,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 21:46 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,000 $0.00 Strike: $3.86 $0.00
Disclosure

SEC source: 0001447669-21-000310 · wf-form4_163977754744705.xml · derivative · entry 7

DALZELL RICHARD L · CIK 0001184753 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,000

Underlying: Class B Common Stock · 1,000 shares

Expires 2024-03-24

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: The shares subject to the option vested in 36 equal installments commencing on March 25, 2014. The shares subject to the option are fully vested and exercisable by the Reporting Person.

F4 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 21:46 UTC SaleClass A Common Stock 500 $260.00 $130,000.00
Disclosure

SEC source: 0001447669-21-000310 · wf-form4_163977754744705.xml · nonDerivative · entry 4

DALZELL RICHARD L · CIK 0001184753 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,403

F2 · kind: The sales reported were executed under the Reporting Person's 10b5-1 trading plan, dated as of 6/9/2021.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 21:46 UTC SaleClass A Common Stock 500 $251.75 $125,875.00
Disclosure

SEC source: 0001447669-21-000310 · wf-form4_163977754744705.xml · nonDerivative · entry 3

DALZELL RICHARD L · CIK 0001184753 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,903

F2 · kind: The sales reported were executed under the Reporting Person's 10b5-1 trading plan, dated as of 6/9/2021.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 21:46 UTC ConversionClass A Common Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000310 · wf-form4_163977754744705.xml · nonDerivative · entry 2

DALZELL RICHARD L · CIK 0001184753 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,403

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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December 15, 2021 Filed Dec 17, 2021 21:46 UTC GrantClass A Common Stock 259 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000310 · wf-form4_163977754744705.xml · nonDerivative · entry 1

DALZELL RICHARD L · CIK 0001184753 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,403

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant.

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December 15, 2021 Filed Dec 17, 2021 21:39 UTC GrantClass A Common Stock 263 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000304 · wf-form4_163977718235863.xml · nonDerivative · entry 1

IMMELT JEFFREY R · CIK 0001233164 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,025

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant.

F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock.

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December 15, 2021 Filed Dec 17, 2021 21:37 UTC GrantClass A Common Stock 272 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000300 · wf-form4_163977703876694.xml · nonDerivative · entry 1

DONIO ELENA A. · CIK 0001219068 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,008

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant.

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December 13, 2021 Filed Dec 15, 2021 16:53 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 1,500 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000298 · wf-form4_163960517289016.xml · derivative · entry 11

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson 2014 Irrevocable Trust

Disclosed balance after: 1,024,205

Underlying: Class A Common Stock · 1,500 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F10 · security: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date.

F10 · derivative.exercise_price: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date.

F10 · derivative.exercise_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date.

F10 · derivative.expiration_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date.

F8 · ownership.nature: JP Morgan Trust Company of Delaware Trustee U/A 12/29/14 Lawson 2014 Irrevocable Trust.

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December 13, 2021 Filed Dec 15, 2021 16:53 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 12,500 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000298 · wf-form4_163960517289016.xml · derivative · entry 10

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson Revocable Trust

Disclosed balance after: 4,593,322

Underlying: Class A Common Stock · 12,500 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F10 · security: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date.

F10 · derivative.exercise_price: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date.

F10 · derivative.exercise_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date.

F10 · derivative.expiration_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date.

F1 · ownership.nature: Erica Freeman Lawson and Jeffrey Gordon Lawson Trustees of the Lawson Revocable Trust dated 10/2/11.

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December 13, 2021 Filed Dec 15, 2021 16:53 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 1,500 $263.43 $395,145.00
Disclosure

SEC source: 0001447669-21-000298 · wf-form4_163960517289016.xml · nonDerivative · entry 8

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson 2014 Irrevocable Trust

Disclosed balance after: 0

F2 · kind: The sales reported were executed under the Reporting Person's 10b5-1 trading plan, dated as of 6/7/2021.

F8 · ownership.nature: JP Morgan Trust Company of Delaware Trustee U/A 12/29/14 Lawson 2014 Irrevocable Trust.

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December 13, 2021 Filed Dec 15, 2021 16:53 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000298 · wf-form4_163960517289016.xml · nonDerivative · entry 7

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson 2014 Irrevocable Trust

Disclosed balance after: 1,500

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F8 · ownership.nature: JP Morgan Trust Company of Delaware Trustee U/A 12/29/14 Lawson 2014 Irrevocable Trust.

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December 13, 2021 Filed Dec 15, 2021 16:53 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 931 $264.33 $246,092.72
Disclosure

SEC source: 0001447669-21-000298 · wf-form4_163960517289016.xml · nonDerivative · entry 6

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson Revocable Trust

Disclosed balance after: 50,298

F2 · kind: The sales reported were executed under the Reporting Person's 10b5-1 trading plan, dated as of 6/7/2021.

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $264.33 to $264.36 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: Erica Freeman Lawson and Jeffrey Gordon Lawson Trustees of the Lawson Revocable Trust dated 10/2/11.

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December 13, 2021 Filed Dec 15, 2021 16:53 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 6,569 $263.49 $1,730,845.45
Disclosure

SEC source: 0001447669-21-000298 · wf-form4_163960517289016.xml · nonDerivative · entry 5

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson Revocable Trust

Disclosed balance after: 51,229

F2 · kind: The sales reported were executed under the Reporting Person's 10b5-1 trading plan, dated as of 6/7/2021.

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $263.3 to $264.2 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: Erica Freeman Lawson and Jeffrey Gordon Lawson Trustees of the Lawson Revocable Trust dated 10/2/11.

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December 13, 2021 Filed Dec 15, 2021 16:53 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 1,250 $262.63 $328,286.75
Disclosure

SEC source: 0001447669-21-000298 · wf-form4_163960517289016.xml · nonDerivative · entry 4

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson Revocable Trust

Disclosed balance after: 57,798

F2 · kind: The sales reported were executed under the Reporting Person's 10b5-1 trading plan, dated as of 6/7/2021.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $262.3 to $263.29 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: Erica Freeman Lawson and Jeffrey Gordon Lawson Trustees of the Lawson Revocable Trust dated 10/2/11.

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December 13, 2021 Filed Dec 15, 2021 16:53 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 1,748 $261.65 $457,367.35
Disclosure

SEC source: 0001447669-21-000298 · wf-form4_163960517289016.xml · nonDerivative · entry 3

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson Revocable Trust

Disclosed balance after: 59,048

F2 · kind: The sales reported were executed under the Reporting Person's 10b5-1 trading plan, dated as of 6/7/2021.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $261.23 to $262.195 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: Erica Freeman Lawson and Jeffrey Gordon Lawson Trustees of the Lawson Revocable Trust dated 10/2/11.

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December 13, 2021 Filed Dec 15, 2021 16:53 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 2,002 $260.63 $521,789.47
Disclosure

SEC source: 0001447669-21-000298 · wf-form4_163960517289016.xml · nonDerivative · entry 2

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson Revocable Trust

Disclosed balance after: 60,796

F2 · kind: The sales reported were executed under the Reporting Person's 10b5-1 trading plan, dated as of 6/7/2021.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $260.17 to $261.16 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: Erica Freeman Lawson and Jeffrey Gordon Lawson Trustees of the Lawson Revocable Trust dated 10/2/11.

Read SEC document
December 13, 2021 Filed Dec 15, 2021 16:53 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 12,500 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000298 · wf-form4_163960517289016.xml · nonDerivative · entry 1

Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Lawson Revocable Trust

Disclosed balance after: 62,798

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.nature: Erica Freeman Lawson and Jeffrey Gordon Lawson Trustees of the Lawson Revocable Trust dated 10/2/11.

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December 03, 2021 Filed Dec 7, 2021 18:02 UTC
Smith KarynGeneral Counsel and Secretary
GiftClass A Common Stock 2,821 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000290 · wf-form4_163891812029809.xml · nonDerivative · entry 2

Smith Karyn · CIK 0001665730 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Indirect · By The Karyn Smith Revocable Trust

Disclosed balance after: 2,280

F1 · kind: The shares reported in this transaction represent a bona-fide charitable gift to a Donor Advised Fund.

F3 · ownership.nature: The Karyn Smith Revocable Trust U/A/D 9/15/06 Amended 12/23/11, Karyn Smith Trustee.

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December 03, 2021 Filed Dec 7, 2021 18:02 UTC
Smith KarynGeneral Counsel and Secretary
GiftClass A Common Stock 662 $0.00 $0.00
Disclosure

SEC source: 0001447669-21-000290 · wf-form4_163891812029809.xml · nonDerivative · entry 1

Smith Karyn · CIK 0001665730 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,747

F1 · kind: The shares reported in this transaction represent a bona-fide charitable gift to a Donor Advised Fund.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer's Class A common stock.

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December 03, 2021 Filed Dec 7, 2021 23:04 UTC SaleClass A Common Stock 505 $265.80 $134,229.00
Disclosure

SEC source: 0001447669-21-000292 · wf-form4_163891823474854.xml · nonDerivative · entry 1

Dubinsky Donna · CIK 0001759316 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,909

F1 · kind: The sales reported were executed under the Reporting Person's 10b5-1 trading plan, dated as of 5/29/2020.

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December 03, 2021 Filed Jan 21, 2022 23:18 UTC GiftClass A Common Stock 697 $0.00 $0.00
Disclosure

SEC source: 0001447669-22-000018 · wf-form5_164280711296371.xml · nonDerivative · entry 2

Dubinsky Donna · CIK 0001759316 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Shustek-Dubinsky Family Trust

Disclosed balance after: 1,244

F2 · kind: Represents the shares received by the Reporting Person's trust.

F3 · ownership.nature: Leonard Shustek & Donna Dubinsky, Trustees, Shustek-Dubinsky Family Trust Dated 8/1/04

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.