organization · Reporting owner

Sachem Head GP LLC

Disclosed activity across 7 companies

Tapewire entity: 24223
SEC CIK: 0001658917

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Autodesk, Inc.ADSK · Entity 3027	See Remarks	June 14, 2017	June 16, 2017
Elanco Animal Health IncELAN · Entity 3457	Director	November 30, 2021	December 02, 2021
OLIN CorpOLN · Entity 4525	Director	May 23, 2022	May 24, 2022
Performance Food Group CoPFGC · Entity 797	See Remarks	November 19, 2025	November 21, 2025
Six Flags Entertainment Corporation/NEWFUN · Entity 4702	Director	October 17, 2025	October 27, 2025
TWILIO INCTWLO · Entity 3109	See Footnotes	September 15, 2026	September 17, 2026
US Foods Holding Corp.USFD · Entity 3215	See Remarks	December 11, 2023	December 12, 2023

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.

Autodesk, Inc.

Report date June 14, 2017 · Filed June 16, 2017

Jointly reported with Ferguson Scott D., Sachem Head Master LP, Uncas GP LLC

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	11,243	Last balance in matching sequence After 2017-06-14 transaction · row 2 Source-order balances reconcile. Account continuity and personal attribution are not independently verified. 2 source rows Row 1 · 2017-06-14 · Grant · Acquired 2,354 · Balance 10,396 F1: Mr. Ferguson is entitled to receive one share of Common Stock for each Restricted Stock Unit. These Restricted Stock Units, which are granted annually under the 2012 Outside Directors' Stock Plan, vest on the date of the next annual meeting. F4: The total securities beneficially owned includes 8,562 shares of unvested Restricted Stock Units. In addition to the 11,243 shares of Common Stock owned directly by Mr. Ferguson, Mr. Ferguson as managing partner of Sachem Head and the managing member of each of Uncas GP LLC ("Uncas") and Sachem Head GP LLC ("Sachem Head GP"), may be deemed to beneficially own 12,890,000 shares of Common Stock owned in the aggregate by certain affiliated investment funds of Sachem Head, Uncas and Sachem Head GP. Accordingly, the total ownership, in the aggregate, Mr. Ferguson may be deemed to beneficially own is 12,901,243 shares of Common Stock. F3: Pursuant to an arrangement between Mr. Ferguson and Sachem Head Capital Management LP ("Sachem Head"), the restricted stock units are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head as a result of such arrangements. Each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein. Row 2 · 2017-06-14 · Grant · Acquired 847 · Balance 11,243 F2: Mr. Ferguson is entitled to receive one share of Common Stock for each Restricted Stock Unit. These Restricted Stock Units, which are granted in lieu of Mr. Ferguson's annual fee retainer, vest on the date of the next annual meeting. F4: The total securities beneficially owned includes 8,562 shares of unvested Restricted Stock Units. In addition to the 11,243 shares of Common Stock owned directly by Mr. Ferguson, Mr. Ferguson as managing partner of Sachem Head and the managing member of each of Uncas GP LLC ("Uncas") and Sachem Head GP LLC ("Sachem Head GP"), may be deemed to beneficially own 12,890,000 shares of Common Stock owned in the aggregate by certain affiliated investment funds of Sachem Head, Uncas and Sachem Head GP. Accordingly, the total ownership, in the aggregate, Mr. Ferguson may be deemed to beneficially own is 12,901,243 shares of Common Stock. F3: Pursuant to an arrangement between Mr. Ferguson and Sachem Head Capital Management LP ("Sachem Head"), the restricted stock units are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head as a result of such arrangements. Each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein.

Filing footnotes · ownership attribution and instrument terms

F1: Mr. Ferguson is entitled to receive one share of Common Stock for each Restricted Stock Unit. These Restricted Stock Units, which are granted annually under the 2012 Outside Directors' Stock Plan, vest on the date of the next annual meeting.

F2: Mr. Ferguson is entitled to receive one share of Common Stock for each Restricted Stock Unit. These Restricted Stock Units, which are granted in lieu of Mr. Ferguson's annual fee retainer, vest on the date of the next annual meeting.

F3: Pursuant to an arrangement between Mr. Ferguson and Sachem Head Capital Management LP ("Sachem Head"), the restricted stock units are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head as a result of such arrangements. Each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein.

F4: The total securities beneficially owned includes 8,562 shares of unvested Restricted Stock Units. In addition to the 11,243 shares of Common Stock owned directly by Mr. Ferguson, Mr. Ferguson as managing partner of Sachem Head and the managing member of each of Uncas GP LLC ("Uncas") and Sachem Head GP LLC ("Sachem Head GP"), may be deemed to beneficially own 12,890,000 shares of Common Stock owned in the aggregate by certain affiliated investment funds of Sachem Head, Uncas and Sachem Head GP. Accordingly, the total ownership, in the aggregate, Mr. Ferguson may be deemed to beneficially own is 12,901,243 shares of Common Stock.

Elanco Animal Health Inc

Report date November 30, 2021 · Filed December 02, 2021

Jointly reported with Ferguson Scott D., Sachem Head Capital Management LP, Uncas GP LLC

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	7,307	Reported balance After 2021-11-30 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 1 · 2021-11-30 · Grant · Acquired 7,307 · Balance 7,307 F1: Grant of deferred stock units as an annual equity award to each of the non-employee members of the Issuer's Board of Directors. F2: Pursuant to an arrangement between Mr. Ferguson and Sachem Head Capital Management LP ("Sachem Head"), the deferred stock units are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head and Uncas GP LLC, Sachem Head's General Partner, as a result of such arrangements. Each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein.

Filing footnotes · ownership attribution and instrument terms

F1: Grant of deferred stock units as an annual equity award to each of the non-employee members of the Issuer's Board of Directors.

F2: Pursuant to an arrangement between Mr. Ferguson and Sachem Head Capital Management LP ("Sachem Head"), the deferred stock units are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head and Uncas GP LLC, Sachem Head's General Partner, as a result of such arrangements. Each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein.

OLIN Corp

Report date May 23, 2022 · Filed May 24, 2022

Jointly reported with Ferguson Scott D., Sachem Head Capital Management LP, Uncas GP LLC

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common Stock, par value $1.00 ("Shares")SEC Table I · non-derivative	IndirectSee footnote	9,465,160	Reported balance After 2022-05-23 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 1 · 2022-05-23 · Sale · Disposed 2,500,000 · Balance 9,465,160 F1: Includes the sale of 1,587,240 Shares held directly by Sachem Head LP and 912,760 Shares held directly by Sachem Head Master LP.

Filing footnotes · ownership attribution and instrument terms

F1: Includes the sale of 1,587,240 Shares held directly by Sachem Head LP and 912,760 Shares held directly by Sachem Head Master LP.

Performance Food Group Co

Report date November 19, 2025 · Filed November 21, 2025

Jointly reported with Ferguson Scott D., Sachem Head Capital Management LP, Uncas GP LLC

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	2,078	Reported balance After 2025-11-19 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 1 · 2025-11-19 · Grant · Acquired 2,078 · Balance 2,078 F1: The shares of common stock reported in this transaction represent the grant of restricted stock units ("RSUs") by Performance Food Group Company (the "Issuer") to Scott D. Ferguson. The RSUs vest in full on the earlier of (i) November 19, 2026 and (ii) the next regularly scheduled annual meeting of stockholders of the Issuer. F2: In addition to Scott D. Ferguson, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management") and Sachem Head GP LLC ("Sachem Head GP," and together with Sachem Head, SH Management, and Mr. Ferguson, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Ferguson and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F3: Pursuant to an arrangement between Mr. Ferguson and Sachem Head, the RSUs are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head and Uncas GP LLC, Sachem Head's General Partner, as a result of such arrangement.
Common StockSEC Table I · non-derivative	IndirectSee footnotes	3,350,000	Reported balance Holding disclosure · report date 2025-11-19 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 3,350,000 F4: All 3,350,000 of these shares represent the Issuer's common stock owned by the Sachem Head Funds (as defined below) prior to the Issuer's grant of any RSUs to Scott D. Ferguson. F2: In addition to Scott D. Ferguson, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management") and Sachem Head GP LLC ("Sachem Head GP," and together with Sachem Head, SH Management, and Mr. Ferguson, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Ferguson and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F5: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH and SHM, the "Sachem Head Funds"). Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott D. Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. F6: The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP.

Filing footnotes · ownership attribution and instrument terms

F1: The shares of common stock reported in this transaction represent the grant of restricted stock units ("RSUs") by Performance Food Group Company (the "Issuer") to Scott D. Ferguson. The RSUs vest in full on the earlier of (i) November 19, 2026 and (ii) the next regularly scheduled annual meeting of stockholders of the Issuer.

F2: In addition to Scott D. Ferguson, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management") and Sachem Head GP LLC ("Sachem Head GP," and together with Sachem Head, SH Management, and Mr. Ferguson, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Ferguson and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein.

F3: Pursuant to an arrangement between Mr. Ferguson and Sachem Head, the RSUs are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head and Uncas GP LLC, Sachem Head's General Partner, as a result of such arrangement.

F4: All 3,350,000 of these shares represent the Issuer's common stock owned by the Sachem Head Funds (as defined below) prior to the Issuer's grant of any RSUs to Scott D. Ferguson.

F5: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH and SHM, the "Sachem Head Funds"). Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott D. Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM.

F6: The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP.

Six Flags Entertainment Corporation/NEW

Report date October 17, 2025 · Filed October 27, 2025

Jointly reported with Brudnick Jonathan A., Ferguson Scott D., Sachem Head Capital Management LP, Uncas GP LLC

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common Stock, par value $0.01 per shareSEC Table I · non-derivative	IndirectSee footnotes	5,030,000	Reported balance Holding disclosure · report date 2025-10-17 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 5,030,000 F1: In addition to Jonathan Brudnick, this Form 3 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Brudnick, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Brudnick and may be deemed to be the beneficial owner of certain of the securities reported on this Form 3 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F2: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH and SHM, the "Sachem Head Funds"). Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott D. Ferguson, as the managing partner of Sachem Head may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. F3: The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP. F4: Jonathan Brudnick is a partner at Sachem Head and also serves on the board of directors of Six Flags Entertainment Corporation (the "Issuer"). As a result, the Reporting Persons other than Mr. Brudnick may be deemed directors of the Issuer by deputization.
Cash Settled SwapSEC Table II · derivative / convertible security · Conversion / exercise price $28.69 · Expires 2027-06-03	IndirectSee footnotes	Not disclosed	Reported balance Holding disclosure · report date 2025-10-17 · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · Balance Not disclosed F5: Under the cash-settled total return swaps referencing in the aggregate 4,995,000 shares of common stock (the "Cash Settled Swaps"), the respective Sachem Head Fund became a party to contracts with unaffiliated third party financial institutions pursuant to which a cash payment will be made by the counterparty to the respective Sachem Head Fund if the price of a share on the expiration date exceeds the reference price in column 4 and a cash payment will be made by the respective Sachem Head Fund to the counterparty if the price of a share on the expiration date is less than the reference price in column 4. F6: The Cash Settled Swaps do not give any Reporting Person direct or indirect voting, investment or dispositive control over any securities of the Issuer and do not require the counterparty thereto to acquire, hold, vote or dispose of any securities of the Issuer. Accordingly, the Reporting Persons disclaim any beneficial ownership of any Shares that may be referenced in the swap contracts or shares or other securities or financial instruments that may be held from time to time by any counterparty to the contracts. F1: In addition to Jonathan Brudnick, this Form 3 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Brudnick, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Brudnick and may be deemed to be the beneficial owner of certain of the securities reported on this Form 3 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F2: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH and SHM, the "Sachem Head Funds"). Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott D. Ferguson, as the managing partner of Sachem Head may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. F3: The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP. F4: Jonathan Brudnick is a partner at Sachem Head and also serves on the board of directors of Six Flags Entertainment Corporation (the "Issuer"). As a result, the Reporting Persons other than Mr. Brudnick may be deemed directors of the Issuer by deputization.
Cash Settled SwapSEC Table II · derivative / convertible security · Conversion / exercise price $28.61 · Expires 2027-06-03	IndirectSee footnotes	Not disclosed	Reported balance Holding disclosure · report date 2025-10-17 · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · Balance Not disclosed F5: Under the cash-settled total return swaps referencing in the aggregate 4,995,000 shares of common stock (the "Cash Settled Swaps"), the respective Sachem Head Fund became a party to contracts with unaffiliated third party financial institutions pursuant to which a cash payment will be made by the counterparty to the respective Sachem Head Fund if the price of a share on the expiration date exceeds the reference price in column 4 and a cash payment will be made by the respective Sachem Head Fund to the counterparty if the price of a share on the expiration date is less than the reference price in column 4. F6: The Cash Settled Swaps do not give any Reporting Person direct or indirect voting, investment or dispositive control over any securities of the Issuer and do not require the counterparty thereto to acquire, hold, vote or dispose of any securities of the Issuer. Accordingly, the Reporting Persons disclaim any beneficial ownership of any Shares that may be referenced in the swap contracts or shares or other securities or financial instruments that may be held from time to time by any counterparty to the contracts. F1: In addition to Jonathan Brudnick, this Form 3 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Brudnick, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Brudnick and may be deemed to be the beneficial owner of certain of the securities reported on this Form 3 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F2: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH and SHM, the "Sachem Head Funds"). Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott D. Ferguson, as the managing partner of Sachem Head may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. F3: The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP. F4: Jonathan Brudnick is a partner at Sachem Head and also serves on the board of directors of Six Flags Entertainment Corporation (the "Issuer"). As a result, the Reporting Persons other than Mr. Brudnick may be deemed directors of the Issuer by deputization.
Cash Settled SwapSEC Table II · derivative / convertible security · Conversion / exercise price $29.06 · Expires 2027-06-03	IndirectSee footnotes	Not disclosed	Reported balance Holding disclosure · report date 2025-10-17 · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · Balance Not disclosed F5: Under the cash-settled total return swaps referencing in the aggregate 4,995,000 shares of common stock (the "Cash Settled Swaps"), the respective Sachem Head Fund became a party to contracts with unaffiliated third party financial institutions pursuant to which a cash payment will be made by the counterparty to the respective Sachem Head Fund if the price of a share on the expiration date exceeds the reference price in column 4 and a cash payment will be made by the respective Sachem Head Fund to the counterparty if the price of a share on the expiration date is less than the reference price in column 4. F6: The Cash Settled Swaps do not give any Reporting Person direct or indirect voting, investment or dispositive control over any securities of the Issuer and do not require the counterparty thereto to acquire, hold, vote or dispose of any securities of the Issuer. Accordingly, the Reporting Persons disclaim any beneficial ownership of any Shares that may be referenced in the swap contracts or shares or other securities or financial instruments that may be held from time to time by any counterparty to the contracts. F1: In addition to Jonathan Brudnick, this Form 3 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Brudnick, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Brudnick and may be deemed to be the beneficial owner of certain of the securities reported on this Form 3 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F2: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH and SHM, the "Sachem Head Funds"). Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott D. Ferguson, as the managing partner of Sachem Head may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. F3: The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP. F4: Jonathan Brudnick is a partner at Sachem Head and also serves on the board of directors of Six Flags Entertainment Corporation (the "Issuer"). As a result, the Reporting Persons other than Mr. Brudnick may be deemed directors of the Issuer by deputization.

Filing footnotes · ownership attribution and instrument terms

F1: In addition to Jonathan Brudnick, this Form 3 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Brudnick, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Brudnick and may be deemed to be the beneficial owner of certain of the securities reported on this Form 3 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein.

F2: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH and SHM, the "Sachem Head Funds"). Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott D. Ferguson, as the managing partner of Sachem Head may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM.

F3: The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP.

F4: Jonathan Brudnick is a partner at Sachem Head and also serves on the board of directors of Six Flags Entertainment Corporation (the "Issuer"). As a result, the Reporting Persons other than Mr. Brudnick may be deemed directors of the Issuer by deputization.

F5: Under the cash-settled total return swaps referencing in the aggregate 4,995,000 shares of common stock (the "Cash Settled Swaps"), the respective Sachem Head Fund became a party to contracts with unaffiliated third party financial institutions pursuant to which a cash payment will be made by the counterparty to the respective Sachem Head Fund if the price of a share on the expiration date exceeds the reference price in column 4 and a cash payment will be made by the respective Sachem Head Fund to the counterparty if the price of a share on the expiration date is less than the reference price in column 4.

F6: The Cash Settled Swaps do not give any Reporting Person direct or indirect voting, investment or dispositive control over any securities of the Issuer and do not require the counterparty thereto to acquire, hold, vote or dispose of any securities of the Issuer. Accordingly, the Reporting Persons disclaim any beneficial ownership of any Shares that may be referenced in the swap contracts or shares or other securities or financial instruments that may be held from time to time by any counterparty to the contracts.

TWILIO INC

Report date September 15, 2026 · Filed September 17, 2026

Jointly reported with Stafman Andrew, Ferguson Scott D., Sachem Head Capital Management LP, Uncas GP LLC

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	14,236	Reported balance After 2026-09-15 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 1 · 2026-09-15 · Grant · Acquired 345 · Balance 14,236 F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs") granted by Twilio Inc. (the "Issuer") to Andrew J. Stafman. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. F2: Of these shares, all 14,236 shares represent RSUs. Includes 4,191 RSUs that have been deferred by the Reporting Person. F3: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F4: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. F5: Pursuant to an arrangement between Andrew J. Stafman and Sachem Head, upon receipt of the Subject Securities, Andrew J. Stafman granted all right, title, interest, claims, and any other ownership interests in such Subject Securities to Sachem Head for no consideration.
Class A Common StockSEC Table I · non-derivative	IndirectSee footnotes	120,000	Reported balance Holding disclosure · report date 2026-09-15 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 120,000 F6: Of these shares, all 120,000 of these shares represent the Issuer's Class A common stock owned by the Sachem Head Funds (as defined below) prior to the Issuer's grant of any RSUs to Andrew J. Stafman. F3: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F4: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. F7: Includes securities directly owned by Sachem Head LP ("SH") and Sachem Head Master LP ("SHM", and, together with SH, the "Sachem Head Funds"). Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott D. Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. F8: The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP.

Filing footnotes · ownership attribution and instrument terms

F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs") granted by Twilio Inc. (the "Issuer") to Andrew J. Stafman. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.

F2: Of these shares, all 14,236 shares represent RSUs. Includes 4,191 RSUs that have been deferred by the Reporting Person.

F3: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein.

F4: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization.

F5: Pursuant to an arrangement between Andrew J. Stafman and Sachem Head, upon receipt of the Subject Securities, Andrew J. Stafman granted all right, title, interest, claims, and any other ownership interests in such Subject Securities to Sachem Head for no consideration.

F6: Of these shares, all 120,000 of these shares represent the Issuer's Class A common stock owned by the Sachem Head Funds (as defined below) prior to the Issuer's grant of any RSUs to Andrew J. Stafman.

F7: Includes securities directly owned by Sachem Head LP ("SH") and Sachem Head Master LP ("SHM", and, together with SH, the "Sachem Head Funds"). Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott D. Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM.

F8: The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP.

US Foods Holding Corp.

Report date December 11, 2023 · Filed December 12, 2023

Jointly reported with Ferguson Scott D., Sachem Head Capital Management LP, Uncas GP LLC

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common Stock, par value $0.01 ("Shares")SEC Table I · non-derivative	IndirectSee footnote	15,932,877	Reported balance After 2023-12-11 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 1 · 2023-12-11 · Sale · Disposed 3,000,000 · Balance 15,932,877 F1: In addition to Scott D. Ferguson, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), and Sachem Head GP LLC ("Sachem Head GP," and together with Mr. Ferguson, Sachem Head and SH Management, the "Reporting Persons"), each of whom has the same business address as Sachem Head and may be deemed to have a pecuniary interest in securities beneficially owned by it. F2: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), SH Sagamore Master VIII Ltd. ("Sagamore Master VIII") and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH, SHM and Sagamore Master VIII, the "Sachem Head Funds"). The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP. F3: Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. Each of Sachem Head, SH Management, Sachem Head GP and Scott Ferguson disclaims beneficial ownership of the securities reported hereon for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended, except to the extent of its or his pecuniary interest therein, if any.
Call OptionSEC Table II · derivative / convertible security · Conversion / exercise price $50.00 · Expires 2023-12-15	IndirectSee footnote	0	Reported balance After 2023-12-11 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2023-12-11 · Sale · Disposed 2,000 · Balance 0 F5: The Call Options were acquired on May 18, 2021 and were exercisable on the date of acquisition. F1: In addition to Scott D. Ferguson, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), and Sachem Head GP LLC ("Sachem Head GP," and together with Mr. Ferguson, Sachem Head and SH Management, the "Reporting Persons"), each of whom has the same business address as Sachem Head and may be deemed to have a pecuniary interest in securities beneficially owned by it. F2: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), SH Sagamore Master VIII Ltd. ("Sagamore Master VIII") and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH, SHM and Sagamore Master VIII, the "Sachem Head Funds"). The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP. F3: Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. Each of Sachem Head, SH Management, Sachem Head GP and Scott Ferguson disclaims beneficial ownership of the securities reported hereon for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended, except to the extent of its or his pecuniary interest therein, if any.
Call OptionSEC Table II · derivative / convertible security · Conversion / exercise price $40.00 · Expires 2023-12-15	IndirectSee footnote	0	Reported balance After 2023-12-11 transaction · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · 2023-12-11 · Sale · Disposed 500 · Balance 0 F6: The Call Options were acquired on May 17, 2021 and were exercisable on the date of acquisition. F1: In addition to Scott D. Ferguson, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), and Sachem Head GP LLC ("Sachem Head GP," and together with Mr. Ferguson, Sachem Head and SH Management, the "Reporting Persons"), each of whom has the same business address as Sachem Head and may be deemed to have a pecuniary interest in securities beneficially owned by it. F2: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), SH Sagamore Master VIII Ltd. ("Sagamore Master VIII") and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH, SHM and Sagamore Master VIII, the "Sachem Head Funds"). The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP. F3: Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. Each of Sachem Head, SH Management, Sachem Head GP and Scott Ferguson disclaims beneficial ownership of the securities reported hereon for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended, except to the extent of its or his pecuniary interest therein, if any.
Common Stock, par value $0.01 ("Shares")SEC Table I · non-derivative	Direct	8,793	Reported balance Holding disclosure · report date 2023-12-11 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 8,793 F1: In addition to Scott D. Ferguson, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), and Sachem Head GP LLC ("Sachem Head GP," and together with Mr. Ferguson, Sachem Head and SH Management, the "Reporting Persons"), each of whom has the same business address as Sachem Head and may be deemed to have a pecuniary interest in securities beneficially owned by it. F4: Pursuant to an arrangement between Mr. Ferguson and Sachem Head, the restricted stock units are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head and SH Management, Sachem Head's General Partner, as a result of such arrangements. Each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein.

Filing footnotes · ownership attribution and instrument terms

F1: In addition to Scott D. Ferguson, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), and Sachem Head GP LLC ("Sachem Head GP," and together with Mr. Ferguson, Sachem Head and SH Management, the "Reporting Persons"), each of whom has the same business address as Sachem Head and may be deemed to have a pecuniary interest in securities beneficially owned by it.

F2: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), SH Sagamore Master VIII Ltd. ("Sagamore Master VIII") and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH, SHM and Sagamore Master VIII, the "Sachem Head Funds"). The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP.

F3: Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. Each of Sachem Head, SH Management, Sachem Head GP and Scott Ferguson disclaims beneficial ownership of the securities reported hereon for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended, except to the extent of its or his pecuniary interest therein, if any.

F4: Pursuant to an arrangement between Mr. Ferguson and Sachem Head, the restricted stock units are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head and SH Management, Sachem Head's General Partner, as a result of such arrangements. Each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein.

F5: The Call Options were acquired on May 18, 2021 and were exercisable on the date of acquisition.

F6: The Call Options were acquired on May 17, 2021 and were exercisable on the date of acquisition.

Transaction history

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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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
September 15, 2026 Filed Sep 17, 2026 21:33 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	345	$0.00	$0.00	Disclosure SEC source: 0001104659-26-108619 · tm2625592-1_4seq1.xml · nonDerivative · entry 1 Stafman Andrew · CIK 0002018024 · Director Ferguson Scott D. · CIK 0001658919 · See Footnotes Sachem Head Capital Management LP · CIK 0001582090 · See Footnotes Uncas GP LLC · CIK 0001658906 · See Footnotes Sachem Head GP LLC · CIK 0001658917 · See Footnotes Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,236 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") granted by Twilio Inc. (the "Issuer") to Andrew J. Stafman. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. F2 · balance_after: Of these shares, all 14,236 shares represent RSUs. Includes 4,191 RSUs that have been deferred by the Reporting Person. F3 · ownership.direct: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F4 · ownership.direct: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. F5 · ownership.direct: Pursuant to an arrangement between Andrew J. Stafman and Sachem Head, upon receipt of the Subject Securities, Andrew J. Stafman granted all right, title, interest, claims, and any other ownership interests in such Subject Securities to Sachem Head for no consideration. Read SEC document
August 12, 2026 Filed Aug 13, 2026 00:18 UTC	TWILIO INC TWLO · Entity 3109	SaleClass A Common Stock	500,000	$247.08	$123,540,000.00	Disclosure SEC source: 0001104659-26-095185 · tm2623080-2_4seq1.xml · nonDerivative · entry 1 Stafman Andrew · CIK 0002018024 · Director Ferguson Scott D. · CIK 0001658919 · See Footnotes Sachem Head Capital Management LP · CIK 0001582090 · See Footnotes Uncas GP LLC · CIK 0001658906 · See Footnotes Sachem Head GP LLC · CIK 0001658917 · See Footnotes Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 120,000 F1 · ownership.nature: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F2 · ownership.nature: Includes securities directly owned by Sachem Head LP ("SH") and Sachem Head Master LP ("SHM" and, together with SH, the "Sachem Head Funds"). Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott D. Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. F3 · ownership.nature: The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP. F4 · ownership.nature: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. Read SEC document
June 15, 2026 Filed Jun 17, 2026 20:48 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	399	$0.00	$0.00	Disclosure SEC source: 0001104659-26-075197 · tm2618130-1_4seq1.xml · nonDerivative · entry 1 Stafman Andrew · CIK 0002018024 · Director Ferguson Scott D. · CIK 0001658919 · See Footnotes Sachem Head Capital Management LP · CIK 0001582090 · See Footnotes Uncas GP LLC · CIK 0001658906 · See Footnotes Sachem Head GP LLC · CIK 0001658917 · See Footnotes Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,891 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") granted by Twilio Inc. (the "Issuer") to Andrew J. Stafman. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. F2 · balance_after: Of these shares, all 13,891 shares represent RSUs. Includes 3,846 RSUs that have been deferred by the Reporting Person. F3 · ownership.direct: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F4 · ownership.direct: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. F5 · ownership.direct: Pursuant to an arrangement between Andrew J. Stafman and Sachem Head, upon receipt of the Subject Securities, Andrew J. Stafman granted all right, title, interest, claims, and any other ownership interests in such Subject Securities to Sachem Head for no consideration. Read SEC document
May 27, 2026 Filed May 27, 2026 23:47 UTC	TWILIO INC TWLO · Entity 3109	SaleClass A Common Stock	1,000,000	$184.14	$184,140,000.00	Disclosure SEC source: 0001104659-26-067095 · tm2615824-2_4seq1.xml · nonDerivative · entry 1 Stafman Andrew · CIK 0002018024 · Director Ferguson Scott D. · CIK 0001658919 · See Footnotes Sachem Head Capital Management LP · CIK 0001582090 · See Footnotes Uncas GP LLC · CIK 0001658906 · See Footnotes Sachem Head GP LLC · CIK 0001658917 · See Footnotes Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 620,000 F1 · ownership.nature: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F2 · ownership.nature: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH and SHM, the "Sachem Head Funds"). Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott D. Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. F3 · ownership.nature: The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP. F4 · ownership.nature: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. Read SEC document
May 12, 2026 Filed May 13, 2026 00:04 UTC	TWILIO INC TWLO · Entity 3109	SaleClass A Common Stock	675,000	$193.54	$130,639,500.00	Disclosure SEC source: 0001104659-26-059611 · tm2614447-2_4seq1.xml · nonDerivative · entry 1 Stafman Andrew · CIK 0002018024 · Director Ferguson Scott D. · CIK 0001658919 · See Footnotes Sachem Head Capital Management LP · CIK 0001582090 · See Footnotes Uncas GP LLC · CIK 0001658906 · See Footnotes Sachem Head GP LLC · CIK 0001658917 · See Footnotes Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 1,620,000 F1 · ownership.nature: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F2 · ownership.nature: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH and SHM, the "Sachem Head Funds"). Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott D. Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. F3 · ownership.nature: The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP. F4 · ownership.nature: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. Read SEC document
March 15, 2026 Filed Mar 17, 2026 21:04 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	688	$0.00	$0.00	Disclosure SEC source: 0001104659-26-029586 · tm269074-1_4seq1.xml · nonDerivative · entry 1 Stafman Andrew · CIK 0002018024 · Director Ferguson Scott D. · CIK 0001658919 · See Footnotes Sachem Head Capital Management LP · CIK 0001582090 · See Footnotes Uncas GP LLC · CIK 0001658906 · See Footnotes Sachem Head GP LLC · CIK 0001658917 · See Footnotes Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,492 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") granted by Twilio Inc. (the "Issuer") to Andrew J. Stafman. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. F2 · balance_after: Of these shares, all 13,492 shares represent RSUs. Includes 3,447 RSUs that have been deferred by the Reporting Person. F3 · ownership.direct: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F4 · ownership.direct: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. F5 · ownership.direct: Pursuant to an arrangement between Andrew J. Stafman and Sachem Head, upon receipt of the Subject Securities, Andrew J. Stafman granted all right, title, interest, claims, and any other ownership interests in such Subject Securities to Sachem Head for no consideration. Read SEC document
December 15, 2025 Filed Dec 17, 2025 22:02 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	641	$0.00	$0.00	Disclosure SEC source: 0001104659-25-122101 · tm2533638-1_4seq1.xml · nonDerivative · entry 1 Stafman Andrew · CIK 0002018024 · Director Ferguson Scott D. · CIK 0001658919 · See Footnotes Sachem Head Capital Management LP · CIK 0001582090 · See Footnotes Uncas GP LLC · CIK 0001658906 · See Footnotes Sachem Head GP LLC · CIK 0001658917 · See Footnotes Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,804 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") granted by Twilio Inc. (the "Issuer") to Andrew J. Stafman. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. F2 · balance_after: Of these shares, all 12,804 shares represent RSUs. Includes 2,759 RSUs that have been deferred by the Reporting Person. F3 · ownership.direct: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F4 · ownership.direct: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. F5 · ownership.direct: Pursuant to an arrangement between Andrew J. Stafman and Sachem Head, upon receipt of the Subject Securities, Andrew J. Stafman granted all right, title, interest, claims, and any other ownership interests in such Subject Securities to Sachem Head for no consideration. Read SEC document
December 02, 2025 Filed Dec 3, 2025 01:13 UTC	TWILIO INC TWLO · Entity 3109	SaleClass A Common Stock	1,000,000	$129.00	$129,000,000.00	Disclosure SEC source: 0001104659-25-117847 · tm2532612-1_4seq1.xml · nonDerivative · entry 1 Stafman Andrew · CIK 0002018024 · Director Ferguson Scott D. · CIK 0001658919 · See Footnotes Sachem Head Capital Management LP · CIK 0001582090 · See Footnotes Uncas GP LLC · CIK 0001658906 · See Footnotes Sachem Head GP LLC · CIK 0001658917 · See Footnotes Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 2,295,000 F1 · ownership.nature: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F2 · ownership.nature: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH and SHM, the "Sachem Head Funds"). Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott D. Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. F3 · ownership.nature: The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP. F4 · ownership.nature: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. Read SEC document
November 19, 2025 Filed Nov 21, 2025 21:00 UTC	Performance Food Group Co PFGC · Entity 797	GrantCommon Stock	2,078	$0.00	$0.00	Disclosure SEC source: 0001104659-25-114975 · tm2531928-1_4seq1.xml · nonDerivative · entry 1 Ferguson Scott D. · CIK 0001658919 · Director Sachem Head Capital Management LP · CIK 0001582090 · See Remarks Uncas GP LLC · CIK 0001658906 · See Remarks Sachem Head GP LLC · CIK 0001658917 · See Remarks Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,078 F1 · shares: The shares of common stock reported in this transaction represent the grant of restricted stock units ("RSUs") by Performance Food Group Company (the "Issuer") to Scott D. Ferguson. The RSUs vest in full on the earlier of (i) November 19, 2026 and (ii) the next regularly scheduled annual meeting of stockholders of the Issuer. F1 · balance_after: The shares of common stock reported in this transaction represent the grant of restricted stock units ("RSUs") by Performance Food Group Company (the "Issuer") to Scott D. Ferguson. The RSUs vest in full on the earlier of (i) November 19, 2026 and (ii) the next regularly scheduled annual meeting of stockholders of the Issuer. F2 · ownership.direct: In addition to Scott D. Ferguson, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management") and Sachem Head GP LLC ("Sachem Head GP," and together with Sachem Head, SH Management, and Mr. Ferguson, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Ferguson and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F3 · ownership.direct: Pursuant to an arrangement between Mr. Ferguson and Sachem Head, the RSUs are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head and Uncas GP LLC, Sachem Head's General Partner, as a result of such arrangement. Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:05 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	780	$0.00	$0.00	Disclosure SEC source: 0001104659-25-090882 · tm2526268-1_4seq1.xml · nonDerivative · entry 1 Stafman Andrew · CIK 0002018024 · Director Ferguson Scott D. · CIK 0001658919 · See Footnotes Sachem Head Capital Management LP · CIK 0001582090 · See Footnotes Uncas GP LLC · CIK 0001658906 · See Footnotes Sachem Head GP LLC · CIK 0001658917 · See Footnotes Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,163 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") granted by Twilio Inc. (the "Issuer") to Andrew J. Stafman. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. F2 · balance_after: Of these shares, all 12,163 shares represent RSUs. Includes 2,118 RSUs that have been deferred by the Reporting Person. F3 · ownership.direct: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F4 · ownership.direct: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. F5 · ownership.direct: Pursuant to an arrangement between Andrew J. Stafman and Sachem Head, upon receipt of the Subject Securities, Andrew J. Stafman granted all right, title, interest, claims, and any other ownership interests in such Subject Securities to Sachem Head for no consideration. Read SEC document
June 09, 2025 Filed Jun 11, 2025 21:21 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	706	$0.00	$0.00	Disclosure SEC source: 0001104659-25-058588 · tm2517580-1_4seq1.xml · nonDerivative · entry 1 Stafman Andrew · CIK 0002018024 · Director Ferguson Scott D. · CIK 0001658919 · See Footnotes Sachem Head Capital Management LP · CIK 0001582090 · See Footnotes Uncas GP LLC · CIK 0001658906 · See Footnotes Sachem Head GP LLC · CIK 0001658917 · See Footnotes Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,383 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") granted by Twilio Inc. (the "Issuer") to Andrew J. Stafman. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. F2 · balance_after: Of these shares, all 11,383 shares represent RSUs. Includes 1,338 RSUs that have been deferred by the Reporting Person. F3 · ownership.direct: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F4 · ownership.direct: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. F5 · ownership.direct: Pursuant to an arrangement between Andrew J. Stafman and Sachem Head, upon receipt of the Subject Securities, Andrew J. Stafman granted all right, title, interest, claims, and any other ownership interests in such Subject Securities to Sachem Head for no consideration. Read SEC document
March 15, 2025 Filed Mar 18, 2025 22:26 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	632	$0.00	$0.00	Disclosure SEC source: 0001104659-25-025181 · tm259613-1_4seq1.xml · nonDerivative · entry 1 Stafman Andrew · CIK 0002018024 · Director Ferguson Scott D. · CIK 0001658919 · See Footnotes Sachem Head Capital Management LP · CIK 0001582090 · See Footnotes Uncas GP LLC · CIK 0001658906 · See Footnotes Sachem Head GP LLC · CIK 0001658917 · See Footnotes Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,677 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") granted by Twilio Inc. (the "Issuer") to Andrew J. Stafman. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. F2 · balance_after: Of these shares, all 10,677 shares represent RSUs. Includes 632 RSUs that have been deferred by the Reporting Person. F3 · ownership.direct: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F4 · ownership.direct: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. F5 · ownership.direct: Pursuant to an arrangement between Andrew J. Stafman and Sachem Head, upon receipt of the Subject Securities, Andrew J. Stafman granted all right, title, interest, claims, and any other ownership interests in such Subject Securities to Sachem Head for no consideration. Read SEC document
December 15, 2024 Filed Dec 17, 2024 22:19 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	749	$0.00	$0.00	Disclosure SEC source: 0001104659-24-129431 · tm2431195-1_4seq1.xml · nonDerivative · entry 1 Stafman Andrew · CIK 0002018024 · Director Ferguson Scott D. · CIK 0001658919 · See Footnotes Sachem Head Capital Management LP · CIK 0001582090 · See Footnotes Uncas GP LLC · CIK 0001658906 · See Footnotes Sachem Head GP LLC · CIK 0001658917 · See Footnotes Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,045 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") granted by Twilio Inc. (the "Issuer") to Andrew J. Stafman. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. F2 · balance_after: Of these shares, all 10,045 shares represent RSUs. F3 · ownership.direct: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F4 · ownership.direct: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. F5 · ownership.direct: Pursuant to an arrangement between Andrew J. Stafman and Sachem Head, upon receipt of the Subject Securities, Andrew J. Stafman granted all right, title, interest, claims, and any other ownership interests in such Subject Securities to Sachem Head for no consideration. Read SEC document
September 16, 2024 Filed Sep 17, 2024 21:00 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	1,250	$0.00	$0.00	Disclosure SEC source: 0001104659-24-100701 · tm2424227-1_4seq1.xml · nonDerivative · entry 1 Stafman Andrew · CIK 0002018024 · Director Ferguson Scott D. · CIK 0001658919 · See Footnotes Sachem Head Capital Management LP · CIK 0001582090 · See Footnotes Uncas GP LLC · CIK 0001658906 · See Footnotes Sachem Head GP LLC · CIK 0001658917 · See Footnotes Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,296 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") granted by Twilio Inc. (the "Issuer") to Andrew J. Stafman. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. F2 · balance_after: Of these shares, all 9,296 shares represent RSUs. F3 · ownership.direct: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F4 · ownership.direct: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. F5 · ownership.direct: Pursuant to an arrangement between Andrew J. Stafman and Sachem Head, upon receipt of the Subject Securities, Andrew J. Stafman granted all right, title, interest, claims, and any other ownership interests in such Subject Securities to Sachem Head for no consideration. Read SEC document
June 05, 2024 Filed Jun 7, 2024 21:36 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	1,007	$0.00	$0.00	Disclosure SEC source: 0001104659-24-069749 · tm2416754-1_4seq1.xml · nonDerivative · entry 1 Stafman Andrew · CIK 0002018024 · Director Ferguson Scott D. · CIK 0001658919 · See Footnotes Sachem Head Capital Management LP · CIK 0001582090 · See Footnotes Uncas GP LLC · CIK 0001658906 · See Footnotes Sachem Head GP LLC · CIK 0001658917 · See Footnotes Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,046 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") granted by Twilio Inc. (the "Issuer") to Andrew J. Stafman. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. F2 · balance_after: Of these shares, all 8,046 shares represent RSUs. F3 · ownership.direct: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F4 · ownership.direct: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. F5 · ownership.direct: Pursuant to an arrangement between Andrew J. Stafman and Sachem Head, upon receipt of the Subject Securities, Andrew J. Stafman granted all right, title, interest, claims, and any other ownership interests in such Subject Securities to Sachem Head for no consideration. Read SEC document
March 30, 2024 Filed Apr 3, 2024 01:31 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	7,039	$0.00	$0.00	Disclosure SEC source: 0001104659-24-042773 · tm2410719-2_4seq1.xml · nonDerivative · entry 1 Stafman Andrew · CIK 0002018024 · Director Ferguson Scott D. · CIK 0001658919 · See Footnotes Sachem Head Capital Management LP · CIK 0001582090 · See Footnotes Uncas GP LLC · CIK 0001658906 · See Footnotes Sachem Head GP LLC · CIK 0001658917 · See Footnotes Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,039 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") granted by Twilio Inc. (the "Issuer") to Andrew J. Stafman. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs shall vest as follows: 9.4% of the RSUs will vest on June 13, 2024, the one year anniversary of our last annual meeting of stockholders (the "Initial Vesting Date"), 45.3% of the RSUs will vest on the one year anniversary of the Initial Vesting Date, and 45.3% of the RSUs will vest on the two year anniversary of the Initial Vesting Date, subject, in each case, to continued service as a director of the Issuer through each such vesting date. F2 · balance_after: Of these shares, all 7,039 shares represent RSUs. F3 · ownership.direct: In addition to Andrew J. Stafman, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), Sachem Head GP LLC ("Sachem Head GP"), and Scott D. Ferguson, a citizen of the United States (Mr. Ferguson and, together with Sachem Head, SH Management, Sachem GP, and Mr. Stafman, the "Reporting Persons"). Each of the Reporting Persons has the same business address as Mr. Stafman and may be deemed to be the beneficial owner of certain of the securities reported on this Form 4 (the "Subject Securities") for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein. F4 · ownership.direct: Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of the Issuer. As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization. F5 · ownership.direct: Pursuant to an arrangement between Andrew J. Stafman and Sachem Head, upon receipt of the Subject Securities, Andrew J. Stafman granted all right, title, interest, claims, and any other ownership interests in such Subject Securities to Sachem Head for no consideration. Read SEC document
December 11, 2023 Filed Dec 12, 2023 12:06 UTC	US Foods Holding Corp. USFD · Entity 3215	SaleCall Option · Derivative	500	$5.00 Strike: $40.00	$2,500.00	Disclosure SEC source: 0001193805-23-001581 · e619111_4-ferguson.xml · derivative · entry 4 Ferguson Scott D. · CIK 0001658919 · Director Sachem Head Capital Management LP · CIK 0001582090 · See Remarks Uncas GP LLC · CIK 0001658906 · See Remarks Sachem Head GP LLC · CIK 0001658917 · See Remarks Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2023-12-15 F6 · derivative.exercise_date: The Call Options were acquired on May 17, 2021 and were exercisable on the date of acquisition. F1 · ownership.nature: In addition to Scott D. Ferguson, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), and Sachem Head GP LLC ("Sachem Head GP," and together with Mr. Ferguson, Sachem Head and SH Management, the "Reporting Persons"), each of whom has the same business address as Sachem Head and may be deemed to have a pecuniary interest in securities beneficially owned by it. F2 · ownership.nature: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), SH Sagamore Master VIII Ltd. ("Sagamore Master VIII") and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH, SHM and Sagamore Master VIII, the "Sachem Head Funds"). The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP. F3 · ownership.nature: Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. Each of Sachem Head, SH Management, Sachem Head GP and Scott Ferguson disclaims beneficial ownership of the securities reported hereon for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended, except to the extent of its or his pecuniary interest therein, if any. Read SEC document
December 11, 2023 Filed Dec 12, 2023 12:06 UTC	US Foods Holding Corp. USFD · Entity 3215	SaleCall Option · Derivative	2,000	$0.00 Strike: $50.00	$0.00	Disclosure SEC source: 0001193805-23-001581 · e619111_4-ferguson.xml · derivative · entry 3 Ferguson Scott D. · CIK 0001658919 · Director Sachem Head Capital Management LP · CIK 0001582090 · See Remarks Uncas GP LLC · CIK 0001658906 · See Remarks Sachem Head GP LLC · CIK 0001658917 · See Remarks Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires 2023-12-15 F5 · derivative.exercise_date: The Call Options were acquired on May 18, 2021 and were exercisable on the date of acquisition. F1 · ownership.nature: In addition to Scott D. Ferguson, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), and Sachem Head GP LLC ("Sachem Head GP," and together with Mr. Ferguson, Sachem Head and SH Management, the "Reporting Persons"), each of whom has the same business address as Sachem Head and may be deemed to have a pecuniary interest in securities beneficially owned by it. F2 · ownership.nature: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), SH Sagamore Master VIII Ltd. ("Sagamore Master VIII") and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH, SHM and Sagamore Master VIII, the "Sachem Head Funds"). The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP. F3 · ownership.nature: Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. Each of Sachem Head, SH Management, Sachem Head GP and Scott Ferguson disclaims beneficial ownership of the securities reported hereon for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended, except to the extent of its or his pecuniary interest therein, if any. Read SEC document
December 11, 2023 Filed Dec 12, 2023 12:06 UTC	US Foods Holding Corp. USFD · Entity 3215	SaleCommon Stock, par value $0.01 ("Shares")	3,000,000	$43.87	$131,610,000.00	Disclosure SEC source: 0001193805-23-001581 · e619111_4-ferguson.xml · nonDerivative · entry 1 Ferguson Scott D. · CIK 0001658919 · Director Sachem Head Capital Management LP · CIK 0001582090 · See Remarks Uncas GP LLC · CIK 0001658906 · See Remarks Sachem Head GP LLC · CIK 0001658917 · See Remarks Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 15,932,877 F1 · ownership.nature: In addition to Scott D. Ferguson, this Form 4 is being filed jointly by Sachem Head Capital Management LP ("Sachem Head"), Uncas GP LLC ("SH Management"), and Sachem Head GP LLC ("Sachem Head GP," and together with Mr. Ferguson, Sachem Head and SH Management, the "Reporting Persons"), each of whom has the same business address as Sachem Head and may be deemed to have a pecuniary interest in securities beneficially owned by it. F2 · ownership.nature: Includes securities directly owned by Sachem Head LP ("SH"), Sachem Head Master LP ("SHM"), SH Sagamore Master VIII Ltd. ("Sagamore Master VIII") and SH Stony Creek Master Ltd. ("Stony Creek Master" and, together with SH, SHM and Sagamore Master VIII, the "Sachem Head Funds"). The principal business of Sachem Head is to serve as investment advisor to certain affiliated funds, including the Sachem Head Funds. The principal business of SH Management is to serve as the sole general partner of Sachem Head. The principal business of Sachem Head GP is to serve as the general partner of certain affiliated funds, including SH and SHM. The principal occupation of Scott D. Ferguson is to serve as the managing partner of Sachem Head and the managing member of SH Management and Sachem Head GP. F3 · ownership.nature: Each of Sachem Head, as the investment adviser to the Sachem Head Funds, SH Management, as the sole general partner of Sachem Head, and Scott Ferguson, as the managing partner of Sachem Head, may be deemed to beneficially own the securities directly owned by the Sachem Head Funds. As the general partner of SH and SHM, Sachem Head GP may be deemed to beneficially own the securities directly owned by SH and SHM. Each of Sachem Head, SH Management, Sachem Head GP and Scott Ferguson disclaims beneficial ownership of the securities reported hereon for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended, except to the extent of its or his pecuniary interest therein, if any. Read SEC document
May 18, 2023 Filed May 22, 2023 21:32 UTC	US Foods Holding Corp. USFD · Entity 3215	GrantCommon Stock, par value $0.01 ("Shares")	3,885	Not disclosed	Not disclosed	Disclosure SEC source: 0000921895-23-001316 · form410692012_05222023.xml · nonDerivative · entry 1 Ferguson Scott D. · CIK 0001658919 · Director Sachem Head Capital Management LP · CIK 0001582090 · See Remarks Uncas GP LLC · CIK 0001658906 · See Remarks Sachem Head GP LLC · CIK 0001658917 · See Remarks Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,793 F1 · price: The restricted stock units were granted on May 18, 2023 and vest on the one-year anniversary of the grant date. Each restricted stock unit represents a right to receive one Share. F2 · ownership.direct: Pursuant to an arrangement between Mr. Ferguson and Sachem Head Capital Management LP ("Sachem Head"), the restricted stock units are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head and Uncas GP LLC, Sachem Head's General Partner, as a result of such arrangements. Each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein. Read SEC document
May 23, 2022 Filed May 24, 2022 21:30 UTC	OLIN Corp OLN · Entity 4525	SaleCommon Stock, par value $1.00 ("Shares")	2,500,000	$60.98	$152,450,000.00	Disclosure SEC source: 0001567619-22-011638 · doc1.xml · nonDerivative · entry 1 Ferguson Scott D. · CIK 0001658919 · Director Sachem Head Capital Management LP · CIK 0001582090 · Director Uncas GP LLC · CIK 0001658906 · Director Sachem Head GP LLC · CIK 0001658917 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 9,465,160 F1 · ownership.nature: Includes the sale of 1,587,240 Shares held directly by Sachem Head LP and 912,760 Shares held directly by Sachem Head Master LP. Read SEC document
May 18, 2022 Filed May 20, 2022 20:41 UTC	US Foods Holding Corp. USFD · Entity 3215	GrantCommon Stock, par value $0.01 ("Shares")	4,908	Not disclosed	Not disclosed	Disclosure SEC source: 0000921895-22-001749 · form410692012_05202022.xml · nonDerivative · entry 1 Ferguson Scott D. · CIK 0001658919 · Director Sachem Head Capital Management LP · CIK 0001582090 · See Remarks Uncas GP LLC · CIK 0001658906 · See Remarks Sachem Head GP LLC · CIK 0001658917 · See Remarks Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,908 F1 · price: The restricted stock units were granted on May 18, 2022 and vest on the one-year anniversary of the grant date (subject to earlier vesting in the event the 2023 annual meeting falls prior to the one-year anniversary date). Each restricted stock unit represents a right to receive one Share. F2 · ownership.direct: Pursuant to an arrangement between Mr. Ferguson and Sachem Head Capital Management LP ("Sachem Head"), the restricted stock units are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head and Uncas GP LLC, Sachem Head's General Partner, as a result of such arrangements. Each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein. Read SEC document
May 02, 2022 Filed May 3, 2022 23:13 UTC	OLIN Corp OLIN · Entity 4525	GrantPhantom Stock Units · Derivative	2,000	$58.95	$117,900.00	Disclosure SEC source: 0001567619-22-009474 · doc1.xml · derivative · entry 1 Ferguson Scott D. · CIK 0001658919 · Director Sachem Head Capital Management LP · CIK 0001582090 · Director Uncas GP LLC · CIK 0001658906 · Director Sachem Head GP LLC · CIK 0001658917 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,700 Underlying: Common Stock · 2,000 shares Expires not disclosed F2 · security: Phantom shares of common stock are credited periodically to a deferred stock account under the Amended and Restated Olin Corporation 1997 Stock Plan for Non-employee Directors and are settled in common stock or cash following the date the reporting person ceases to be a director. F3 · derivative.exercise_price: Security converts to common stock on a one-for-one basis. F3 · price: Security converts to common stock on a one-for-one basis. F2 · derivative.exercise_date: Phantom shares of common stock are credited periodically to a deferred stock account under the Amended and Restated Olin Corporation 1997 Stock Plan for Non-employee Directors and are settled in common stock or cash following the date the reporting person ceases to be a director. F2 · derivative.expiration_date: Phantom shares of common stock are credited periodically to a deferred stock account under the Amended and Restated Olin Corporation 1997 Stock Plan for Non-employee Directors and are settled in common stock or cash following the date the reporting person ceases to be a director. F1 · ownership.direct: Pursuant to an arrangement between Mr. Ferguson and Sachem Head Capital Management LP ("Sachem Head"), the Shares and Phantom Stock Units are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head and Uncas GP LLC, Sachem Head's General Partner, as a result of such arrangements. Each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein. Read SEC document
November 30, 2021 Filed Dec 2, 2021 23:25 UTC	Elanco Animal Health Inc ELAN · Entity 3457	GrantCommon Stock	7,307	$0.00	$0.00	Disclosure SEC source: 0001567619-21-021501 · doc1.xml · nonDerivative · entry 1 Ferguson Scott D. · CIK 0001658919 · Director Sachem Head Capital Management LP · CIK 0001582090 · Director Uncas GP LLC · CIK 0001658906 · Director Sachem Head GP LLC · CIK 0001658917 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,307 F1 · price: Grant of deferred stock units as an annual equity award to each of the non-employee members of the Issuer's Board of Directors. F2 · ownership.direct: Pursuant to an arrangement between Mr. Ferguson and Sachem Head Capital Management LP ("Sachem Head"), the deferred stock units are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head and Uncas GP LLC, Sachem Head's General Partner, as a result of such arrangements. Each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein. Read SEC document
September 01, 2021 Filed Sep 2, 2021 13:51 UTC	OLIN Corp OLN · Entity 4525	SaleCommon Stock, par value $1.00 ("Shares")	3,000,000	$49.45	$148,350,000.00	Disclosure SEC source: 0001567619-21-016606 · doc1.xml · nonDerivative · entry 1 Ferguson Scott D. · CIK 0001658919 · Director Sachem Head Capital Management LP · CIK 0001582090 · Director Uncas GP LLC · CIK 0001658906 · Director Sachem Head GP LLC · CIK 0001658917 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 11,963,160 F1 · ownership.nature: Includes the sale of 1,400,140 Shares held directly by Sachem Head LP and 1,599,860 Shares held directly by Sachem Head Master LP. Read SEC document
March 01, 2021 Filed Mar 3, 2021 21:50 UTC	OLIN Corp OLN · Entity 4525	GrantPhantom Stock Units · Derivative	3,600	$32.21	$115,956.00	Disclosure SEC source: 0001567619-21-005543 · doc1.xml · derivative · entry 1 Ferguson Scott D. · CIK 0001658919 · Director Sachem Head Capital Management LP · CIK 0001582090 · Director Uncas GP LLC · CIK 0001658906 · Director Sachem Head GP LLC · CIK 0001658917 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,700 Underlying: Common Stock · 3,600 shares Expires not disclosed F2 · security: Phantom shares of common stock are also credited periodically to a deferred stock account under the Amended and Restated Olin Corporation 1997 Stock Plan for Non-employee Directors and are settled in common stock or cash following the date the reporting person ceases to be a director. F3 · derivative.exercise_price: Security converts to common stock on a one-for-one basis. F3 · price: Security converts to common stock on a one-for-one basis. F2 · derivative.exercise_date: Phantom shares of common stock are also credited periodically to a deferred stock account under the Amended and Restated Olin Corporation 1997 Stock Plan for Non-employee Directors and are settled in common stock or cash following the date the reporting person ceases to be a director. F2 · derivative.expiration_date: Phantom shares of common stock are also credited periodically to a deferred stock account under the Amended and Restated Olin Corporation 1997 Stock Plan for Non-employee Directors and are settled in common stock or cash following the date the reporting person ceases to be a director. F1 · ownership.direct: Pursuant to an arrangement between Mr. Ferguson and Sachem Head Capital Management LP ("Sachem Head"), the Shares and Phantom Stock Units are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head and Uncas GP LLC, Sachem Head's General Partner, as a result of such arrangements. Each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein. Read SEC document
March 02, 2020 Filed Mar 5, 2020 01:26 UTC	OLIN Corp OLN · Entity 4525	GrantPhantom Stock Units · Derivative	7,100	$16.27	$115,481.50	Disclosure SEC source: 0001567619-20-005671 · doc1.xml · derivative · entry 2 Ferguson Scott D. · CIK 0001658919 · Director Sachem Head Capital Management LP · CIK 0001582090 · Director Uncas GP LLC · CIK 0001658906 · Director Sachem Head GP LLC · CIK 0001658917 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,100 Underlying: Common Stock · 7,100 shares Expires not disclosed F3 · security: Phantom shares of common stock are also credited periodically to a deferred stock account under the Amended and Restated Olin Corporation 1997 Stock Plan for Non-employee Directors and are settled in common stock or cash following the date the reporting person ceases to be a director. F4 · derivative.exercise_price: Security converts to common stock on a one-for-one basis. F4 · price: Security converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Phantom shares of common stock are also credited periodically to a deferred stock account under the Amended and Restated Olin Corporation 1997 Stock Plan for Non-employee Directors and are settled in common stock or cash following the date the reporting person ceases to be a director. F3 · derivative.expiration_date: Phantom shares of common stock are also credited periodically to a deferred stock account under the Amended and Restated Olin Corporation 1997 Stock Plan for Non-employee Directors and are settled in common stock or cash following the date the reporting person ceases to be a director. F2 · ownership.direct: Pursuant to an arrangement between Mr. Ferguson and Sachem Head Capital Management LP ("Sachem Head"), the Shares and Phantom Stock Units are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head and Uncas GP LLC, Sachem Head's General Partner, as a result of such arrangements. Each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein. Read SEC document
March 02, 2020 Filed Mar 5, 2020 01:26 UTC	OLIN Corp OLN · Entity 4525	GrantCommon Stock, par value $1.00 ("Shares")	2,460	$16.27	$40,011.90	Disclosure SEC source: 0001567619-20-005671 · doc1.xml · nonDerivative · entry 1 Ferguson Scott D. · CIK 0001658919 · Director Sachem Head Capital Management LP · CIK 0001582090 · Director Uncas GP LLC · CIK 0001658906 · Director Sachem Head GP LLC · CIK 0001658917 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,460 F1 · shares: Shares granted under the Amended and Restated Olin Corporation 1997 Stock Plan for Non-employee Directors, the Company's formula director compensation plan. F2 · ownership.direct: Pursuant to an arrangement between Mr. Ferguson and Sachem Head Capital Management LP ("Sachem Head"), the Shares and Phantom Stock Units are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head and Uncas GP LLC, Sachem Head's General Partner, as a result of such arrangements. Each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein. Read SEC document
June 14, 2017 Filed Jun 16, 2017 22:34 UTC	Autodesk, Inc. ADSK · Entity 3027	GrantCommon Stock	847	$0.00	$0.00	Disclosure SEC source: 0000921895-17-001801 · form410692002_06162017.xml · nonDerivative · entry 2 Ferguson Scott D. · CIK 0001658919 · Director · See Remarks Sachem Head Master LP · CIK 0001658920 · See Remarks Uncas GP LLC · CIK 0001658906 · See Remarks Sachem Head GP LLC · CIK 0001658917 · See Remarks Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,243 F2 · shares: Mr. Ferguson is entitled to receive one share of Common Stock for each Restricted Stock Unit. These Restricted Stock Units, which are granted in lieu of Mr. Ferguson's annual fee retainer, vest on the date of the next annual meeting. F4 · balance_after: The total securities beneficially owned includes 8,562 shares of unvested Restricted Stock Units. In addition to the 11,243 shares of Common Stock owned directly by Mr. Ferguson, Mr. Ferguson as managing partner of Sachem Head and the managing member of each of Uncas GP LLC ("Uncas") and Sachem Head GP LLC ("Sachem Head GP"), may be deemed to beneficially own 12,890,000 shares of Common Stock owned in the aggregate by certain affiliated investment funds of Sachem Head, Uncas and Sachem Head GP. Accordingly, the total ownership, in the aggregate, Mr. Ferguson may be deemed to beneficially own is 12,901,243 shares of Common Stock. F3 · ownership.direct: Pursuant to an arrangement between Mr. Ferguson and Sachem Head Capital Management LP ("Sachem Head"), the restricted stock units are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head as a result of such arrangements. Each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein. Read SEC document
June 14, 2017 Filed Jun 16, 2017 22:34 UTC	Autodesk, Inc. ADSK · Entity 3027	GrantCommon Stock	2,354	$0.00	$0.00	Disclosure SEC source: 0000921895-17-001801 · form410692002_06162017.xml · nonDerivative · entry 1 Ferguson Scott D. · CIK 0001658919 · Director · See Remarks Sachem Head Master LP · CIK 0001658920 · See Remarks Uncas GP LLC · CIK 0001658906 · See Remarks Sachem Head GP LLC · CIK 0001658917 · See Remarks Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,396 F1 · shares: Mr. Ferguson is entitled to receive one share of Common Stock for each Restricted Stock Unit. These Restricted Stock Units, which are granted annually under the 2012 Outside Directors' Stock Plan, vest on the date of the next annual meeting. F4 · balance_after: The total securities beneficially owned includes 8,562 shares of unvested Restricted Stock Units. In addition to the 11,243 shares of Common Stock owned directly by Mr. Ferguson, Mr. Ferguson as managing partner of Sachem Head and the managing member of each of Uncas GP LLC ("Uncas") and Sachem Head GP LLC ("Sachem Head GP"), may be deemed to beneficially own 12,890,000 shares of Common Stock owned in the aggregate by certain affiliated investment funds of Sachem Head, Uncas and Sachem Head GP. Accordingly, the total ownership, in the aggregate, Mr. Ferguson may be deemed to beneficially own is 12,901,243 shares of Common Stock. F3 · ownership.direct: Pursuant to an arrangement between Mr. Ferguson and Sachem Head Capital Management LP ("Sachem Head"), the restricted stock units are held by Mr. Ferguson for the benefit of Sachem Head. Such units are included as directly beneficially owned by Mr. Ferguson, but may also be deemed to be beneficially owned by Sachem Head as a result of such arrangements. Each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein. 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.