Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TWILIO INCTWLO · Entity 3109 | General Counsel and Secretary | December 03, 2021 | December 07, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
TWILIO INC
Report date December 03, 2021 · Filed December 07, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 28,747 |
Reported balance
After 2021-12-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-12-03 · Gift · Disposed 662 · Balance 28,747 F1: The shares reported in this transaction represent a bona-fide charitable gift to a Donor Advised Fund. F2: 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy The Karyn Smith Revocable Trust | 2,280 |
Reported balance
After 2021-12-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-12-03 · Gift · Disposed 2,821 · Balance 2,280 F1: The shares reported in this transaction represent a bona-fide charitable gift to a Donor Advised Fund. F3: The Karyn Smith Revocable Trust U/A/D 9/15/06 Amended 12/23/11, Karyn Smith Trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported in this transaction represent a bona-fide charitable gift to a Donor Advised Fund.
F2: 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.
F3: The Karyn Smith Revocable Trust U/A/D 9/15/06 Amended 12/23/11, Karyn Smith Trustee.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 20, 2016 Filed Oct 24, 2016 19:52 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass A Common Stock | 2,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065173 · form4.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: 2,362 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: The Karyn Smith Revocable Trust U/A/D 9/15/06 Amended 12/23/11, Karyn Smith Trustee. Read SEC document |
| October 20, 2016 Filed Oct 24, 2016 19:52 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass A Common Stock | 11,501 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065173 · form4.xml · nonDerivative · entry 1 Smith Karyn · CIK 0001665730 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,501 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 |
| October 18, 2016 Filed Oct 19, 2016 19:04 UTC | TWILIO INC TWLO · Entity 3109 | GiftClass B Common Stock · Derivative | 1,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065030 · form4.xml · derivative · entry 3 Smith Karyn · CIK 0001665730 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 24,675 Underlying: Class A Common Stock · 1,172 shares Expires not disclosed F2 · 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 · kind: Represents shares that were contributed by the Reporting Person to the Reporting Person's trust. F2 · 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. F2 · 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 |
| October 18, 2016 Filed Oct 19, 2016 19:04 UTC | TWILIO INC TWLO · Entity 3109 | GiftClass B Common Stock · Derivative | 1,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065030 · form4.xml · derivative · entry 2 Smith Karyn · CIK 0001665730 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,430 Underlying: Class A Common Stock · 1,172 shares Expires not disclosed F2 · 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 · kind: Represents shares that were contributed by the Reporting Person to the Reporting Person's trust. F2 · 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. F2 · 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 |
| October 17, 2016 Filed Oct 19, 2016 19:04 UTC | TWILIO INC TWLO · Entity 3109 | Tax withholdingClass B Common Stock · Derivative | 707 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065030 · form4.xml · derivative · entry 1 Smith Karyn · CIK 0001665730 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,602 Underlying: Class A Common Stock · 707 shares Expires not disclosed F1 · security: These shares represent Restricted Stock Units ("RSU's"). Each RSU represents a contingent right to receive one share of the Issuer's Class B common stock. The RSUs vest according to the following schedule: equal quarterly installments over 16 quarters from January 15, 2016, subject to the Reporting Person's continued employment with the Issuer through each such vesting date. F2 · 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. F3 · kind: Represents shares of 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 · 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. F2 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.