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TWILIO INC

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SEC CIK
0001447669
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0 purchase rows · 96 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202504
Dec 202503
Jan 202604
Feb 202602
Mar 202609
Apr 202608
May 2026014
Jun 2026013
Jul 202607
Aug 2026011
Sep 2026014
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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
September 15, 2023 Filed Sep 19, 2023 22:44 UTC Tax withholdingClass A Common Stock 278 $64.62 $17,964.36
Disclosure

SEC source: 0001447669-23-000197 · wk-form4_1695163460.xml · nonDerivative · entry 2

Suzuki Miyuki · CIK 0001867852 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,724

F3 · shares: 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 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
September 15, 2023 Filed Sep 19, 2023 22:44 UTC GrantClass A Common Stock 1,232 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000197 · wk-form4_1695163460.xml · nonDerivative · entry 1

Suzuki Miyuki · CIK 0001867852 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,002

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 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
September 15, 2023 Filed Sep 19, 2023 22:38 UTC GiftClass A Common Stock 1,293 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000195 · wk-form4_1695163122.xml · nonDerivative · entry 3

ROTTENBERG ERIKA · CIK 0001284038 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 31,065

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
September 15, 2023 Filed Sep 19, 2023 22:38 UTC GiftClass A Common Stock 1,293 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000195 · wk-form4_1695163122.xml · nonDerivative · entry 2

ROTTENBERG ERIKA · CIK 0001284038 · Director

10b5-1 filing: No plan indicated

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
September 15, 2023 Filed Sep 19, 2023 22:38 UTC GrantClass A Common Stock 1,293 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000195 · wk-form4_1695163122.xml · nonDerivative · entry 1

ROTTENBERG ERIKA · CIK 0001284038 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,293

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 vested immediately on the date of grant.

Read SEC document
September 15, 2023 Filed Sep 19, 2023 22:28 UTC GrantClass A Common Stock 1,273 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000191 · wk-form4_1695162505.xml · nonDerivative · entry 1

IMMELT JEFFREY R · CIK 0001233164 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,724

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 vested immediately on the date of grant.

Read SEC document
September 15, 2023 Filed Sep 19, 2023 22:20 UTC
Epstein JeffDirector
GrantClass A Common Stock 1,458 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000189 · wk-form4_1695162007.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,490

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 vested immediately on the date of grant.

F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person.

Read SEC document
September 15, 2023 Filed Sep 19, 2023 22:15 UTC GiftClass A Common Stock 1,244 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000187 · wk-form4_1695161713.xml · nonDerivative · entry 3

Dubinsky Donna · CIK 0001759316 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Shustek-Dubinsky Family Trust

Disclosed balance after: 16,992

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

F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person.

F5 · ownership.nature: Leonard Shustek & Donna Dubinsky, Trustees, Shustek-Dubinsky Family Trust Dated 8/1/04.

Read SEC document
September 15, 2023 Filed Sep 19, 2023 22:15 UTC GiftClass A Common Stock 1,244 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000187 · wk-form4_1695161713.xml · nonDerivative · entry 2

Dubinsky Donna · CIK 0001759316 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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

Read SEC document
September 15, 2023 Filed Sep 19, 2023 22:15 UTC GrantClass A Common Stock 1,244 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000187 · wk-form4_1695161713.xml · nonDerivative · entry 1

Dubinsky Donna · CIK 0001759316 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,244

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 vested immediately on the date of grant.

F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person.

Read SEC document
September 15, 2023 Filed Sep 19, 2023 22:08 UTC GrantClass A Common Stock 1,192 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000185 · wk-form4_1695161300.xml · nonDerivative · entry 1

Bell Charles H · CIK 0001971759 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,753

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 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
September 15, 2023 Filed Sep 20, 2023 10:05 UTC GrantClass A Common Stock 1,216 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-048890 · ownership.xml · nonDerivative · entry 1

Deeter Byron B · CIK 0001506450 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,458

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
September 05, 2023 Filed Sep 7, 2023 17:16 UTC
Wagner DanaChief Legal Officer, Secretary
SaleClass A Common Stock 7,062 $64.35 $454,410.04
Disclosure

SEC source: 0001447669-23-000183 · wk-form4_1694121378.xml · nonDerivative · entry 1

Wagner Dana · CIK 0001658462 · Chief Legal Officer, Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 144,560

F1 · kind: The sale reported was executed under the Reporting Person's 10b5-1 trading plan, dated as of 6/5/2023.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $64.04 to $64.65 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 purchased 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
September 05, 2023 Filed Oct 4, 2023 19:22 UTC
Wagner DanaChief Legal Officer, Secretary
SaleClass A Common Stock 493 $64.51 $31,803.43
Disclosure

SEC source: 0001447669-23-000205 · wk-form4_1696461718.xml · nonDerivative · entry 1

Wagner Dana · CIK 0001658462 · Chief Legal Officer, Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 144,067

F1 · shares: The sale reported was executed under the Reporting Person's 10b5-1 trading plan, dated as of 6/5/2023. The trade details were not included in the Form 4 that was filed on 9/7/2023 due to an administrative error.

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
August 18, 2023 Filed Aug 22, 2023 21:46 UTC
DONIO ELENA A.President, Data & Applications
SaleClass A Common Stock 3,807 $57.50 $218,902.50
Disclosure

SEC source: 0001447669-23-000181 · wk-form4_1692740753.xml · nonDerivative · entry 1

DONIO ELENA A. · CIK 0001219068 · President, Data & Applications

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 424,114

F1 · kind: The sale reported was executed under the Reporting Person's 10b5-1 trading plan, dated as of 3/3/2023.

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
August 18, 2023 Filed Aug 22, 2023 21:41 UTC
Viggiano AidanChief Financial Officer
SaleClass A Common Stock 1,259 $57.50 $72,392.50
Disclosure

SEC source: 0001447669-23-000179 · wk-form4_1692740459.xml · nonDerivative · entry 1

Viggiano Aidan · CIK 0001965469 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 191,193

F1 · kind: The sale reported was executed under the Reporting Person's 10b5-1 trading plan, dated as of 3/10/2023.

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
August 15, 2023 Filed Aug 16, 2023 17:50 UTC
Wagner DanaChief Legal Officer, Secretary
SaleClass A Common Stock 1,999 $60.61 $121,168.19
Disclosure

SEC source: 0001447669-23-000173 · wk-form4_1692222646.xml · nonDerivative · entry 1

Wagner Dana · CIK 0001658462 · Chief Legal Officer, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 151,622

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 $60.33 to $61.10 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 RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock.

Read SEC document
August 15, 2023 Filed Aug 16, 2023 22:04 UTC
DONIO ELENA A.President, Data & Applications
SaleClass A Common Stock 7,760 $60.65 $470,638.57
Disclosure

SEC source: 0001447669-23-000177 · wk-form4_1692223466.xml · nonDerivative · entry 1

DONIO ELENA A. · CIK 0001219068 · President, Data & Applications

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 427,921

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 $60.30 to $61.00 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
August 15, 2023 Filed Aug 16, 2023 21:59 UTC
Viggiano AidanChief Financial Officer
SaleClass A Common Stock 2,582 $60.66 $156,620.25
Disclosure

SEC source: 0001447669-23-000175 · wk-form4_1692223152.xml · nonDerivative · entry 1

Viggiano Aidan · CIK 0001965469 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 192,452

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 $60.30 to $61.09 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 RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock.

Read SEC document
July 06, 2023 Filed Jul 10, 2023 21:17 UTC
Viggiano AidanChief Financial Officer
SaleClass A Common Stock 3,223 $63.55 $204,821.65
Disclosure

SEC source: 0001447669-23-000157 · wk-form4_1689023861.xml · nonDerivative · entry 1

Viggiano Aidan · CIK 0001965469 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 195,034

F1 · kind: The sale reported was executed under the Reporting Person's 10b5-1 trading plan, dated as of 3/10/2023.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $63.32 to $63.82 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 purchased 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
July 06, 2023 Filed Jul 10, 2023 21:14 UTC
DONIO ELENA A.President, Data & Applications
SaleClass A Common Stock 2,642 $63.53 $167,846.26
Disclosure

SEC source: 0001447669-23-000155 · wk-form4_1689023664.xml · nonDerivative · entry 1

DONIO ELENA A. · CIK 0001219068 · President, Data & Applications

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 435,681

F1 · kind: The sale reported was executed under the Reporting Person's 10b5-1 trading plan, dated as of 3/3/2023.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.31 to $63.81 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
June 30, 2023 Filed Jul 5, 2023 21:04 UTC
Shipchandler KhozemaPresident, Communications
SaleClass A Common Stock 9,878 $64.07 $632,883.46
Disclosure

SEC source: 0001447669-23-000149 · wk-form4_1688591045.xml · nonDerivative · entry 1

Shipchandler Khozema · CIK 0001737610 · President, Communications

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 228,244

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 purchased in multiple transactions at prices ranging from $63.72 to $64.66 per share, inclusive. The Reporting Person undertakesto 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 purchased at each separate price within the range set forth in this footnote.

F3 · 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
June 30, 2023 Filed Jul 5, 2023 17:15 UTC
Wagner DanaChief Legal Officer, Secretary
SaleClass A Common Stock 3,885 $64.09 $248,989.65
Disclosure

SEC source: 0001447669-23-000153 · wk-form4_1688591683.xml · nonDerivative · entry 1

Wagner Dana · CIK 0001658462 · Chief Legal Officer, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 153,621

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 purchased in multiple transactions at prices ranging from $63.67 to $64.63 per share, inclusive. The Reporting Person undertakesto 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 purchased at each separate price within the range set forth in this footnote.

F3 · 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
June 30, 2023 Filed Jul 5, 2023 21:10 UTC
Viggiano AidanChief Financial Officer
SaleClass A Common Stock 6,184 $64.07 $396,208.88
Disclosure

SEC source: 0001447669-23-000151 · wk-form4_1688591393.xml · nonDerivative · entry 1

Viggiano Aidan · CIK 0001965469 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 198,257

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 purchased in multiple transactions at prices ranging from $63.72 to $64.64 per share, inclusive. The Reporting Person undertakesto 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 purchased at each separate price within the range set forth in this footnote.

F3 · 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
June 30, 2023 Filed Jul 5, 2023 21:01 UTC
DONIO ELENA A.President, Data & Applications
SaleClass A Common Stock 5,106 $64.08 $327,195.03
Disclosure

SEC source: 0001447669-23-000147 · wk-form4_1688590829.xml · nonDerivative · entry 1

DONIO ELENA A. · CIK 0001219068 · President, Data & Applications

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 438,323

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 purchased in multiple transactions at prices ranging from $63.67 to $64.65 per share, inclusive. The Reporting Person undertakesto 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 purchased at each separate price within the range set forth in this footnote.

F3 · 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
June 28, 2023 Filed Jun 30, 2023 16:49 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
OtherEmployee Stock Option (right to buy) · Derivative 316,667 $0.00 Strike: $10.09 $0.00
Disclosure

SEC source: 0001447669-23-000141 · wk-form4_1688158169.xml · derivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 316,667

Underlying: Class A Common Stock · 316,667 shares

Expires 2025-12-30

F5 · kind: In connection with the Conversion described in footnote (4), at the time of the Conversion, each outstanding option to purchase shares of the Issuer's Class B Common Stock issued pursuant to the Issuer's Amended and Restated 2008 Stock Option Plan was automatically converted into an option to purchase the same number of shares of the Issuer's Class A Common Stock. Otherwise, the terms of each such option remained unchanged.

F6 · derivative.exercise_date: The shares subject to this option vested in 48 equal monthly installments, with the first installment on February 15, 2016, subject to the Reporting Person's continuous service to the Issuer on each such date.

Read SEC document
June 28, 2023 Filed Jun 30, 2023 16:49 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
OtherEmployee Stock Option (right to buy) · Derivative 316,667 $0.00 Strike: $10.09 $0.00
Disclosure

SEC source: 0001447669-23-000141 · wk-form4_1688158169.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 316,667 shares

Expires 2025-12-30

F5 · kind: In connection with the Conversion described in footnote (4), at the time of the Conversion, each outstanding option to purchase shares of the Issuer's Class B Common Stock issued pursuant to the Issuer's Amended and Restated 2008 Stock Option Plan was automatically converted into an option to purchase the same number of shares of the Issuer's Class A Common Stock. Otherwise, the terms of each such option remained unchanged.

F6 · derivative.exercise_date: The shares subject to this option vested in 48 equal monthly installments, with the first installment on February 15, 2016, subject to the Reporting Person's continuous service to the Issuer on each such date.

Read SEC document
June 28, 2023 Filed Jun 30, 2023 16:49 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 1,022,705 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000141 · wk-form4_1688158169.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lawson 2014 Irrevocable Trust

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,022,705 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 · derivative.exercise_price: On June 28, 2023, each outstanding share of the Issuer's Class B Common Stock automatically converted into one share of the Issuer's Class A Common Stock, in accordance with the Issuer's Amended and Restated Certificate of Incorporation (the "Conversion").

F4 · derivative.exercise_date: On June 28, 2023, each outstanding share of the Issuer's Class B Common Stock automatically converted into one share of the Issuer's Class A Common Stock, in accordance with the Issuer's Amended and Restated Certificate of Incorporation (the "Conversion").

F4 · derivative.expiration_date: On June 28, 2023, each outstanding share of the Issuer's Class B Common Stock automatically converted into one share of the Issuer's Class A Common Stock, in accordance with the Issuer's Amended and Restated Certificate of Incorporation (the "Conversion").

F2 · ownership.nature: Shares are held by JP Morgan Trust Company of Delaware, as trustee of the Lawson 2014 Irrevocable Trust dated 12/29/2014.

Read SEC document
June 28, 2023 Filed Jun 30, 2023 16:49 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
ConversionClass B Common Stock · Derivative 4,580,822 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000141 · wk-form4_1688158169.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lawson Revocable Trust

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,580,822 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 · derivative.exercise_price: On June 28, 2023, each outstanding share of the Issuer's Class B Common Stock automatically converted into one share of the Issuer's Class A Common Stock, in accordance with the Issuer's Amended and Restated Certificate of Incorporation (the "Conversion").

F4 · derivative.exercise_date: On June 28, 2023, each outstanding share of the Issuer's Class B Common Stock automatically converted into one share of the Issuer's Class A Common Stock, in accordance with the Issuer's Amended and Restated Certificate of Incorporation (the "Conversion").

F4 · derivative.expiration_date: On June 28, 2023, each outstanding share of the Issuer's Class B Common Stock automatically converted into one share of the Issuer's Class A Common Stock, in accordance with the Issuer's Amended and Restated Certificate of Incorporation (the "Conversion").

F1 · ownership.nature: Shares are held by Erica Freeman Lawson and Jeffrey Gordon Lawson, as trustees of the Lawson Revocable Trust dated 10/2/11.

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June 28, 2023 Filed Jun 30, 2023 16:49 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 1,022,705 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000141 · wk-form4_1688158169.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lawson 2014 Irrevocable Trust

Disclosed balance after: 1,022,705

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.

F2 · ownership.nature: Shares are held by JP Morgan Trust Company of Delaware, as trustee of the Lawson 2014 Irrevocable Trust dated 12/29/2014.

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June 28, 2023 Filed Jun 30, 2023 16:49 UTC
Lawson JeffDirector · Chief Executive Officer · 10% owner
ConversionClass A Common Stock 4,580,822 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000141 · wk-form4_1688158169.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Lawson Revocable Trust

Disclosed balance after: 4,807,219

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: Shares are held by Erica Freeman Lawson and Jeffrey Gordon Lawson, as trustees of the Lawson Revocable Trust dated 10/2/11.

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June 28, 2023 Filed Jun 30, 2023 20:55 UTC
DONIO ELENA A.President, Data & Applications
ConversionClass B Common Stock · Derivative 18,252 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000143 · wk-form4_1688158533.xml · derivative · entry 2

DONIO ELENA A. · CIK 0001219068 · President, Data & Applications

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 18,252 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.

F2 · derivative.exercise_price: On June 28, 2023, each outstanding share of the Issuer's Class B Common Stock automatically converted into one share of the Issuer's Class A Common Stock, in accordance with the Issuer's Amended and Restated Certificate of Incorporation.

F2 · derivative.exercise_date: On June 28, 2023, each outstanding share of the Issuer's Class B Common Stock automatically converted into one share of the Issuer's Class A Common Stock, in accordance with the Issuer's Amended and Restated Certificate of Incorporation.

F2 · derivative.expiration_date: On June 28, 2023, each outstanding share of the Issuer's Class B Common Stock automatically converted into one share of the Issuer's Class A Common Stock, in accordance with the Issuer's Amended and Restated Certificate of Incorporation.

Read SEC document
June 28, 2023 Filed Jun 30, 2023 20:55 UTC
DONIO ELENA A.President, Data & Applications
ConversionClass A Common Stock 18,252 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000143 · wk-form4_1688158533.xml · nonDerivative · entry 1

DONIO ELENA A. · CIK 0001219068 · President, Data & Applications

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 443,429

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 · 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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June 28, 2023 Filed Jun 30, 2023 20:59 UTC ConversionClass B Common Stock · Derivative 15,300 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000145 · wk-form4_1688158789.xml · derivative · entry 2

ROTTENBERG ERIKA · CIK 0001284038 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

Underlying: Class A Common Stock · 15,300 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.

F2 · derivative.exercise_price: On June 28, 2023, each outstanding share of the Issuer's Class B Common Stock automatically converted into one share of the Issuer's Class A Common Stock, in accordance with the Issuer's Amended and Restated Certificate of Incorporation.

F2 · derivative.exercise_date: On June 28, 2023, each outstanding share of the Issuer's Class B Common Stock automatically converted into one share of the Issuer's Class A Common Stock, in accordance with the Issuer's Amended and Restated Certificate of Incorporation.

F2 · derivative.expiration_date: On June 28, 2023, each outstanding share of the Issuer's Class B Common Stock automatically converted into one share of the Issuer's Class A Common Stock, in accordance with the Issuer's Amended and Restated Certificate of Incorporation.

F1 · ownership.nature: Shares are held by Erika Rottenberg as trustee of the Erika Rottenberg Revocable Trust dated 1/28/2016.

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June 28, 2023 Filed Jun 30, 2023 20:59 UTC ConversionClass A Common Stock 15,300 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000145 · wk-form4_1688158789.xml · nonDerivative · entry 1

ROTTENBERG ERIKA · CIK 0001284038 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 29,772

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: Shares are held by Erika Rottenberg as trustee of the Erika Rottenberg Revocable Trust dated 1/28/2016.

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June 12, 2023 Filed Jun 14, 2023 21:14 UTC GrantClass A Common Stock 1,310 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000129 · wk-form4_1686777245.xml · nonDerivative · entry 1

PATRICK DEVAL L · CIK 0001053466 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,209

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 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
June 12, 2023 Filed Jun 14, 2023 23:23 UTC GrantClass A Common Stock 1,336 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-015573 · doc4.xml · nonDerivative · entry 1

Deeter Byron B · CIK 0001506450 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,242

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.

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June 12, 2023 Filed Jun 14, 2023 21:19 UTC Tax withholdingClass A Common Stock 305 $63.89 $19,486.45
Disclosure

SEC source: 0001447669-23-000133 · wk-form4_1686777549.xml · nonDerivative · entry 2

Suzuki Miyuki · CIK 0001867852 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,770

F3 · shares: 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 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
June 12, 2023 Filed Jun 14, 2023 21:19 UTC GrantClass A Common Stock 1,354 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000133 · wk-form4_1686777549.xml · nonDerivative · entry 1

Suzuki Miyuki · CIK 0001867852 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,075

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 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
June 12, 2023 Filed Jun 14, 2023 21:16 UTC GiftClass A Common Stock 1,421 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000131 · wk-form4_1686777370.xml · nonDerivative · entry 3

ROTTENBERG ERIKA · CIK 0001284038 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 14,472

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

F4 · ownership.nature: Shares are held by The Erika Rottenberg Revocable Trust dated 1/28/2016.

Read SEC document
June 12, 2023 Filed Jun 14, 2023 21:16 UTC GiftClass A Common Stock 1,421 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000131 · wk-form4_1686777370.xml · nonDerivative · entry 2

ROTTENBERG ERIKA · CIK 0001284038 · Director

10b5-1 filing: No plan indicated

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
June 12, 2023 Filed Jun 14, 2023 21:16 UTC GrantClass A Common Stock 1,421 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000131 · wk-form4_1686777370.xml · nonDerivative · entry 1

ROTTENBERG ERIKA · CIK 0001284038 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,421

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 vested immediately on the date of grant.

Read SEC document
June 12, 2023 Filed Jun 14, 2023 21:11 UTC GrantClass A Common Stock 1,399 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000127 · wk-form4_1686777080.xml · nonDerivative · entry 1

IMMELT JEFFREY R · CIK 0001233164 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,451

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 vested immediately on the date of grant.

Read SEC document
June 12, 2023 Filed Jun 14, 2023 21:01 UTC GrantClass A Common Stock 1,367 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000123 · wk-form4_1686776470.xml · nonDerivative · entry 3

Dubinsky Donna · CIK 0001759316 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Shustek-Dubinsky Family Trust

Disclosed balance after: 15,748

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

F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person.

F5 · ownership.nature: Leonard Shustek & Donna Dubinsky, Trustees, Shustek-Dubinsky Family Trust Dated 8/1/04

Read SEC document
June 12, 2023 Filed Jun 14, 2023 21:01 UTC GiftClass A Common Stock 1,367 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000123 · wk-form4_1686776470.xml · nonDerivative · entry 2

Dubinsky Donna · CIK 0001759316 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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

Read SEC document
June 12, 2023 Filed Jun 14, 2023 21:01 UTC GrantClass A Common Stock 1,367 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000123 · wk-form4_1686776470.xml · nonDerivative · entry 1

Dubinsky Donna · CIK 0001759316 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,367

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 vested immediately on the date of grant.

F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person.

Read SEC document
June 12, 2023 Filed Jun 14, 2023 21:09 UTC
Epstein JeffDirector
GrantClass A Common Stock 1,603 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000125 · wk-form4_1686776943.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,032

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 vested immediately on the date of grant.

F2 · ownership.direct: Includes RSUs that have been deferred by the Reporting Person.

Read SEC document
June 12, 2023 Filed Jun 14, 2023 20:57 UTC GrantClass A Common Stock 1,336 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000121 · wk-form4_1686776258.xml · nonDerivative · entry 1

DALZELL RICHARD L · CIK 0001184753 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,557

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 vested immediately on the date of grant.

Read SEC document
June 12, 2023 Filed Jun 14, 2023 20:51 UTC GrantClass A Common Stock 1,133 $0.00 $0.00
Disclosure

SEC source: 0001447669-23-000119 · wk-form4_1686775882.xml · nonDerivative · entry 1

Bell Charles H · CIK 0001971759 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,561

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 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
June 10, 2023 Filed Jun 13, 2023 20:50 UTC Tax withholdingClass A Common Stock 439 $63.89 $28,047.71
Disclosure

SEC source: 0001447669-23-000113 · wk-form4_1686689400.xml · nonDerivative · entry 2

Suzuki Miyuki · CIK 0001867852 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,721

F3 · shares: 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 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

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