Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Director | October 17, 2025 | October 21, 2025 |
| Bilander Acquisition Corp.TWCB · Entity 125127 | Director | July 15, 2021 | July 15, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BILL Holdings, Inc.
Report date October 17, 2025 · Filed October 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,831 |
Reported balance
After 2025-10-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-10-17 · Grant · Acquired 7,831 · Balance 7,831 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2: The RSUs vest as to 1/3 of the total shares annually on each of October 17, 2026, October 17, 2027 and October 17, 2028, subject to the continuing service of the Reporting Person on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F2: The RSUs vest as to 1/3 of the total shares annually on each of October 17, 2026, October 17, 2027 and October 17, 2028, subject to the continuing service of the Reporting Person on each vesting date.
Bilander Acquisition Corp.
Report date July 15, 2021 · Filed July 15, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B common stockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-07-15 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253419) under the heading "Principal Stockholders", the Class B common stock will automatically convert into shares of Class A common stock in three tranches after the issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights. Shares of Class B common stock that are issued and outstanding on the ten year anniversary of issuer's initial business combination will be automatically forfeited for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253419) under the heading "Principal Stockholders", the Class B common stock will automatically convert into shares of Class A common stock in three tranches after the issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights. Shares of Class B common stock that are issued and outstanding on the ten year anniversary of issuer's initial business combination will be automatically forfeited for no consideration.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Olo Inc.
Report date September 12, 2025 · Filed September 12, 2025
Section 16 reporting ended · disclosed 2025-09-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-09-12 transaction · row 1
1 source rowRow 1 · 2025-09-12 · Disposition to issuer · Disposed 101,045 · Balance 0 F1: This Form 4 reports securities disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 3, 2025, by and among the Issuer, Olo Parent, Inc. (f/k/a Project Hospitality Parent, LLC), a Delaware corporation ("Parent") and Project Hospitality Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"). On September 12, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly-owned subsidiary of Parent. F2: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of Issuer Common Stock was cancelled and automatically converted into the right to receive $10.25 in cash, without interest, less any applicable withholding taxes. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2025-09-12 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-09-12 · Disposition to issuer · Disposed 259,048 · Balance 0 F1: This Form 4 reports securities disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 3, 2025, by and among the Issuer, Olo Parent, Inc. (f/k/a Project Hospitality Parent, LLC), a Delaware corporation ("Parent") and Project Hospitality Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"). On September 12, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly-owned subsidiary of Parent. F2: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of Issuer Common Stock was cancelled and automatically converted into the right to receive $10.25 in cash, without interest, less any applicable withholding taxes. F3: Represents shares held by the Kirkpatrick Family Trust d/t/d 9/2/1999, of which the Reporting Person and his spouse are the co-settlors and co-trustees. The Reporting Person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2025-09-12 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2025-09-12 · Disposition to issuer · Disposed 80,000 · Balance 0 F1: This Form 4 reports securities disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 3, 2025, by and among the Issuer, Olo Parent, Inc. (f/k/a Project Hospitality Parent, LLC), a Delaware corporation ("Parent") and Project Hospitality Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"). On September 12, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly-owned subsidiary of Parent. F2: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of Issuer Common Stock was cancelled and automatically converted into the right to receive $10.25 in cash, without interest, less any applicable withholding taxes. F4: Represents shares held by the Kirkpatrick Family Delaware Dynasty Trust d/t/d 10/20/2021, of which the Reporting Person is the investment advisor and designated representative, and Reporting Person's spouse is the grantor and trust protector. The Reporting Person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 reports securities disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 3, 2025, by and among the Issuer, Olo Parent, Inc. (f/k/a Project Hospitality Parent, LLC), a Delaware corporation ("Parent") and Project Hospitality Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"). On September 12, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly-owned subsidiary of Parent.
F2: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of Issuer Common Stock was cancelled and automatically converted into the right to receive $10.25 in cash, without interest, less any applicable withholding taxes.
F3: Represents shares held by the Kirkpatrick Family Trust d/t/d 9/2/1999, of which the Reporting Person and his spouse are the co-settlors and co-trustees. The Reporting Person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.
F4: Represents shares held by the Kirkpatrick Family Delaware Dynasty Trust d/t/d 10/20/2021, of which the Reporting Person is the investment advisor and designated representative, and Reporting Person's spouse is the grantor and trust protector. The Reporting Person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.
TWC Tech Holdings II Corp.
Report date August 30, 2021 · Filed September 01, 2021
Section 16 reporting ended · disclosed 2021-09-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2021-08-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-08-30 · Exercise / conversion · Acquired 25,000 · Balance 25,000 F1: On August 30, 2021, TWC Tech Holdings II Corp. (the "Issuer") consummated its business combination (the "Business Combination") with Cellebrite DI Ltd. ("Cellebrite"). Immediately prior to the effective time of the Business Combination, each share of Class B common stock of the Issuer automatically converted into a share of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis. Row 2 · 2021-08-30 · Disposition to issuer · Disposed 25,000 · Balance 0 F2: On August 30, 2021, in connection with the closing of the Business Combination, pursuant to a Business Combination Agreement and Plan of Merger (the "Business Combination Agreement"), Cupcake Merger Sub, Inc., a Delaware corporation and a direct wholly owned subsidiary of Cellebrite ("Merger Sub") merged with and into the Issuer and the Issuer continued as the surviving corporation in the merger and as a wholly owned subsidiary of Cellebrite (the "Merger"). In connection with the Merger, each share of Class A Common Stock was converted into the right to receive one ordinary share of Cellebrite, as set forth in the Business Combination Agreement. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-08-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-08-30 · Exercise / conversion · Disposed 25,000 · Balance 0 F1: On August 30, 2021, TWC Tech Holdings II Corp. (the "Issuer") consummated its business combination (the "Business Combination") with Cellebrite DI Ltd. ("Cellebrite"). Immediately prior to the effective time of the Business Combination, each share of Class B common stock of the Issuer automatically converted into a share of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 30, 2021, TWC Tech Holdings II Corp. (the "Issuer") consummated its business combination (the "Business Combination") with Cellebrite DI Ltd. ("Cellebrite"). Immediately prior to the effective time of the Business Combination, each share of Class B common stock of the Issuer automatically converted into a share of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis.
F2: On August 30, 2021, in connection with the closing of the Business Combination, pursuant to a Business Combination Agreement and Plan of Merger (the "Business Combination Agreement"), Cupcake Merger Sub, Inc., a Delaware corporation and a direct wholly owned subsidiary of Cellebrite ("Merger Sub") merged with and into the Issuer and the Issuer continued as the surviving corporation in the merger and as a wholly owned subsidiary of Cellebrite (the "Merger"). In connection with the Merger, each share of Class A Common Stock was converted into the right to receive one ordinary share of Cellebrite, as set forth in the Business Combination Agreement.
TWILIO INC
Report date December 31, 2018 · Filed February 14, 2019
Section 16 reporting ended · disclosed 2019-02-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy The Kirkpatrick Family Trust | 124,163 |
Reported balance
After 2018-03-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-03-07 · Gift · Acquired 30,658 · Balance 124,163 F1: Represents the shares received by the Reporting Person's trust. F2: The balance reflected in this transaction represents the holdings of the Reporting Person on November 12, 2018 which was the date the Reporting Person ceased to be obligated under Section 16. F3: The Kirkpatrick Family Trust, established 9/28/1999. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy The Kirkpatrick Family Trust | 124,163 |
Reported balance
After 2018-05-15 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2018-05-15 · Gift · Acquired 957 · Balance 124,163 F1: Represents the shares received by the Reporting Person's trust. F2: The balance reflected in this transaction represents the holdings of the Reporting Person on November 12, 2018 which was the date the Reporting Person ceased to be obligated under Section 16. F3: The Kirkpatrick Family Trust, established 9/28/1999. |
| Class A Common StockSEC Table I · non-derivative | Direct | 30,582 |
Reported balance
After 2018-03-07 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-03-07 · Gift · Disposed 30,658 · Balance 30,582 F4: Represents shares that were contributed by the Reporting Person to the Reporting Person's trust. F2: The balance reflected in this transaction represents the holdings of the Reporting Person on November 12, 2018 which was the date the Reporting Person ceased to be obligated under Section 16. F5: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. |
| Class A Common StockSEC Table I · non-derivative | Direct | 30,582 |
Reported balance
After 2018-05-15 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2018-05-15 · Gift · Disposed 957 · Balance 30,582 F4: Represents shares that were contributed by the Reporting Person to the Reporting Person's trust. F2: The balance reflected in this transaction represents the holdings of the Reporting Person on November 12, 2018 which was the date the Reporting Person ceased to be obligated under Section 16. F5: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the shares received by the Reporting Person's trust.
F2: The balance reflected in this transaction represents the holdings of the Reporting Person on November 12, 2018 which was the date the Reporting Person ceased to be obligated under Section 16.
F3: The Kirkpatrick Family Trust, established 9/28/1999.
F4: Represents shares that were contributed by the Reporting Person to the Reporting Person's trust.
F5: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 17, 2025 Filed Oct 21, 2025 16:27 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 7,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001665731-25-000006 · form4-10212025_081001.xml · derivative · entry 1 Kirkpatrick Lee · CIK 0001665731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,831 Underlying: Common Stock · 7,831 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSUs vest as to 1/3 of the total shares annually on each of October 17, 2026, October 17, 2027 and October 17, 2028, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: The RSUs vest as to 1/3 of the total shares annually on each of October 17, 2026, October 17, 2027 and October 17, 2028, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| September 12, 2025 Filed Sep 12, 2025 16:56 UTC | Olo Inc. OLO · Entity 75411 | Disposition to issuerClass A Common Stock | 80,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-25-034889 · form4.xml · nonDerivative · entry 3 Kirkpatrick Lee · CIK 0001665731 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · kind: This Form 4 reports securities disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 3, 2025, by and among the Issuer, Olo Parent, Inc. (f/k/a Project Hospitality Parent, LLC), a Delaware corporation ("Parent") and Project Hospitality Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"). On September 12, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly-owned subsidiary of Parent. F2 · price: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of Issuer Common Stock was cancelled and automatically converted into the right to receive $10.25 in cash, without interest, less any applicable withholding taxes. F4 · ownership.nature: Represents shares held by the Kirkpatrick Family Delaware Dynasty Trust d/t/d 10/20/2021, of which the Reporting Person is the investment advisor and designated representative, and Reporting Person's spouse is the grantor and trust protector. The Reporting Person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document |
| September 12, 2025 Filed Sep 12, 2025 16:56 UTC | Olo Inc. OLO · Entity 75411 | Disposition to issuerClass A Common Stock | 259,048 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-25-034889 · form4.xml · nonDerivative · entry 2 Kirkpatrick Lee · CIK 0001665731 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · kind: This Form 4 reports securities disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 3, 2025, by and among the Issuer, Olo Parent, Inc. (f/k/a Project Hospitality Parent, LLC), a Delaware corporation ("Parent") and Project Hospitality Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"). On September 12, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly-owned subsidiary of Parent. F2 · price: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of Issuer Common Stock was cancelled and automatically converted into the right to receive $10.25 in cash, without interest, less any applicable withholding taxes. F3 · ownership.nature: Represents shares held by the Kirkpatrick Family Trust d/t/d 9/2/1999, of which the Reporting Person and his spouse are the co-settlors and co-trustees. The Reporting Person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document |
| September 12, 2025 Filed Sep 12, 2025 16:56 UTC | Olo Inc. OLO · Entity 75411 | Disposition to issuerClass A Common Stock | 101,045 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-25-034889 · form4.xml · nonDerivative · entry 1 Kirkpatrick Lee · CIK 0001665731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: This Form 4 reports securities disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 3, 2025, by and among the Issuer, Olo Parent, Inc. (f/k/a Project Hospitality Parent, LLC), a Delaware corporation ("Parent") and Project Hospitality Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"). On September 12, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly-owned subsidiary of Parent. F2 · price: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of Issuer Common Stock was cancelled and automatically converted into the right to receive $10.25 in cash, without interest, less any applicable withholding taxes. Read SEC document |
| June 12, 2025 Filed Jun 16, 2025 16:30 UTC | Olo Inc. OLO · Entity 75411 | GrantClass A Common Stock | 20,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-022670 · form4.xml · nonDerivative · entry 1 Kirkpatrick Lee · CIK 0001665731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,045 F1 · shares: These shares are represented by restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A Common Stock of the Issuer. The shares underlying the RSUs will fully vest on the earlier of (i) June 12, 2026 and (ii) the day immediately prior to the Issuer's 2026 annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer as of such vesting date. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 16:30 UTC | Olo Inc. OLO · Entity 75411 | GrantClass A Common Stock | 35,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-031112 · form4.xml · nonDerivative · entry 1 Kirkpatrick Lee · CIK 0001665731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,530 F1 · shares: These shares are represented by restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A Common Stock of the Issuer. The shares underlying the RSUs will fully vest on the earlier of (i) June 20, 2025 and (ii) the day immediately prior to the Issuer's 2025 annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer as of such vesting date. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:33 UTC | Olo Inc. OLO · Entity 75411 | GrantClass A Common Stock | 3,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-011431 · form4.xml · nonDerivative · entry 1 Kirkpatrick Lee · CIK 0001665731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,816 F1 · shares: These shares are represented by restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A Common Stock of the Issuer. The shares underlying the RSUs will vest in three equal annual installments on each of June 15, 2024, June 15, 2025 and June 15, 2026, subject to the Reporting Person's continued service on each such vesting date. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 17:41 UTC | Olo Inc. OLO · Entity 75411 | GrantClass A Common Stock | 37,082 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-016004 · doc4.xml · nonDerivative · entry 1 Kirkpatrick Lee · CIK 0001665731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,082 F1 · shares: These shares are represented by restricted stock units (the "RSUs"). Each RSU represents a contingent right to receive one share of Class A Common Stock of the Issuer. The RSUs will vest in three equal annual installments on each of June 15, 2024, June 15, 2025 and June 15, 2026, subject to the Reporting Person's continued service on each such vesting date. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 12:27 UTC | TWC Tech Holdings II Corp. TWCTU · Entity 135826 | Exercise / conversionClass B Common Stock · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-046082 · ownership.xml · derivative · entry 3 Kirkpatrick Lee · CIK 0001665731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On August 30, 2021, TWC Tech Holdings II Corp. (the "Issuer") consummated its business combination (the "Business Combination") with Cellebrite DI Ltd. ("Cellebrite"). Immediately prior to the effective time of the Business Combination, each share of Class B common stock of the Issuer automatically converted into a share of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis. F1 · kind: On August 30, 2021, TWC Tech Holdings II Corp. (the "Issuer") consummated its business combination (the "Business Combination") with Cellebrite DI Ltd. ("Cellebrite"). Immediately prior to the effective time of the Business Combination, each share of Class B common stock of the Issuer automatically converted into a share of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis. F1 · derivative.exercise_date: On August 30, 2021, TWC Tech Holdings II Corp. (the "Issuer") consummated its business combination (the "Business Combination") with Cellebrite DI Ltd. ("Cellebrite"). Immediately prior to the effective time of the Business Combination, each share of Class B common stock of the Issuer automatically converted into a share of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis. F1 · derivative.expiration_date: On August 30, 2021, TWC Tech Holdings II Corp. (the "Issuer") consummated its business combination (the "Business Combination") with Cellebrite DI Ltd. ("Cellebrite"). Immediately prior to the effective time of the Business Combination, each share of Class B common stock of the Issuer automatically converted into a share of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 12:27 UTC | TWC Tech Holdings II Corp. TWCTU · Entity 135826 | Disposition to issuerClass A Common Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-21-046082 · ownership.xml · nonDerivative · entry 2 Kirkpatrick Lee · CIK 0001665731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: On August 30, 2021, in connection with the closing of the Business Combination, pursuant to a Business Combination Agreement and Plan of Merger (the "Business Combination Agreement"), Cupcake Merger Sub, Inc., a Delaware corporation and a direct wholly owned subsidiary of Cellebrite ("Merger Sub") merged with and into the Issuer and the Issuer continued as the surviving corporation in the merger and as a wholly owned subsidiary of Cellebrite (the "Merger"). In connection with the Merger, each share of Class A Common Stock was converted into the right to receive one ordinary share of Cellebrite, as set forth in the Business Combination Agreement. F2 · price: On August 30, 2021, in connection with the closing of the Business Combination, pursuant to a Business Combination Agreement and Plan of Merger (the "Business Combination Agreement"), Cupcake Merger Sub, Inc., a Delaware corporation and a direct wholly owned subsidiary of Cellebrite ("Merger Sub") merged with and into the Issuer and the Issuer continued as the surviving corporation in the merger and as a wholly owned subsidiary of Cellebrite (the "Merger"). In connection with the Merger, each share of Class A Common Stock was converted into the right to receive one ordinary share of Cellebrite, as set forth in the Business Combination Agreement. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 12:27 UTC | TWC Tech Holdings II Corp. TWCTU · Entity 135826 | Exercise / conversionClass A Common Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-21-046082 · ownership.xml · nonDerivative · entry 1 Kirkpatrick Lee · CIK 0001665731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: On August 30, 2021, TWC Tech Holdings II Corp. (the "Issuer") consummated its business combination (the "Business Combination") with Cellebrite DI Ltd. ("Cellebrite"). Immediately prior to the effective time of the Business Combination, each share of Class B common stock of the Issuer automatically converted into a share of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis. F1 · price: On August 30, 2021, TWC Tech Holdings II Corp. (the "Issuer") consummated its business combination (the "Business Combination") with Cellebrite DI Ltd. ("Cellebrite"). Immediately prior to the effective time of the Business Combination, each share of Class B common stock of the Issuer automatically converted into a share of Class A common stock of the Issuer ("Class A Common Stock") on a one-for-one basis. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 20:09 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass B Common Stock · Derivative | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-030565 · form4.xml · derivative · entry 9 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,875 Underlying: Class A Common Stock · 14,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · security: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F9 · derivative.exercise_price: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F9 · derivative.exercise_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F9 · derivative.expiration_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F10 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class B Common Stock. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 20:09 UTC | TWILIO INC TWLO · Entity 3109 | Exercise / conversionClass B Common Stock · Derivative | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-030565 · form4.xml · derivative · entry 8 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,875 Underlying: Class A Common Stock · 14,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · security: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F9 · derivative.exercise_price: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F9 · derivative.exercise_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F9 · derivative.expiration_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F10 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class B Common Stock. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 20:09 UTC | TWILIO INC TWLO · Entity 3109 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,000 | $0.00 Strike: $1.24 | $0.00 |
DisclosureSEC source: 0001127602-18-030565 · form4.xml · derivative · entry 7 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,432 Underlying: Class B Common Stock · 14,000 shares Expires 2022-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_date: 25% of the shares subject to this option vested on May 7, 2013, and the remaining shares subject to this option vested in 36 equal monthly installments thereafter. The option is fully vested and exercisable by the Reporting Person. F9 · derivative.underlying: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 20:09 UTC | TWILIO INC TWLO · Entity 3109 | SaleClass A Common Stock | 3,426 | $76.60 | $262,444.62 |
DisclosureSEC source: 0001127602-18-030565 · form4.xml · nonDerivative · entry 5 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,582 F2 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.33 to $77.07 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 20:09 UTC | TWILIO INC TWLO · Entity 3109 | SaleClass A Common Stock | 4,886 | $75.97 | $371,171.83 |
DisclosureSEC source: 0001127602-18-030565 · form4.xml · nonDerivative · entry 4 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,008 F2 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.33 to $76.31 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 20:09 UTC | TWILIO INC TWLO · Entity 3109 | SaleClass A Common Stock | 2,800 | $74.78 | $209,382.88 |
DisclosureSEC source: 0001127602-18-030565 · form4.xml · nonDerivative · entry 3 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,894 F2 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.33 to $75.31 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 20:09 UTC | TWILIO INC TWLO · Entity 3109 | SaleClass A Common Stock | 2,888 | $73.77 | $213,052.09 |
DisclosureSEC source: 0001127602-18-030565 · form4.xml · nonDerivative · entry 2 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,694 F2 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.26 to $74.24 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 20:09 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass A Common Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-030565 · form4.xml · nonDerivative · entry 1 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,582 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:47 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass B Common Stock · Derivative | 9,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-027970 · form4.xml · derivative · entry 13 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,315 Underlying: Class A Common Stock · 9,332 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · security: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F10 · derivative.exercise_price: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F13 · shares: A portion of these shares represent the vesting of RSUs that were converted into shares of Class A common stock in order to effect a sell-to-cover transaction. F10 · derivative.exercise_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F10 · derivative.expiration_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F11 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class B Common Stock. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:47 UTC | TWILIO INC TWLO · Entity 3109 | Exercise / conversionClass B Common Stock · Derivative | 2,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-027970 · form4.xml · derivative · entry 12 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,647 Underlying: Class A Common Stock · 2,040 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · security: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F10 · derivative.exercise_price: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F10 · derivative.exercise_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F10 · derivative.expiration_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F11 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class B Common Stock. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:47 UTC | TWILIO INC TWLO · Entity 3109 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,040 | $0.00 Strike: $10.09 | $0.00 |
DisclosureSEC source: 0001127602-18-027970 · form4.xml · derivative · entry 11 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,131 Underlying: Class B Common Stock · 2,040 shares Expires 2025-12-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F12 · derivative.exercise_date: The shares subject to this option vest in 34 equal monthly installments, with the first installment on July 15, 2016, subject to the Reporting Person's continuous service to the Issuer on each vesting date. The shares subject to this option are early exercisable by the Reporting Person. F10 · derivative.underlying: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:47 UTC | TWILIO INC TWLO · Entity 3109 | GiftClass A Common Stock | 5,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-027970 · form4.xml · nonDerivative · entry 7 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Kirkpatrick Family Trust Disclosed balance after: 92,548 F7 · kind: Represents the shares received by the Reporting Person's trust. F8 · ownership.nature: The Kirkpatrick Family Trust, established 9/28/1999. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:47 UTC | TWILIO INC TWLO · Entity 3109 | GiftClass A Common Stock | 5,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-027970 · form4.xml · nonDerivative · entry 6 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,757 F6 · kind: Represents shares that were contributed by the Reporting Person to the Reporting Person's trust. F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:47 UTC | TWILIO INC TWLO · Entity 3109 | SaleClass A Common Stock | 3,636 | $87.01 | $316,368.36 |
DisclosureSEC source: 0001127602-18-027970 · form4.xml · nonDerivative · entry 5 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,453 F5 · shares: Represents the number of shares sold to cover the statutory tax withholding obligations in connection with the vesting of RSUs. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of minimum statutory tax withholding obligations to be funded by a "sell-to-cover" transaction and does not represent a discretionary sale by the Reporting Person. F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:47 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass A Common Stock | 9,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-027970 · form4.xml · nonDerivative · entry 4 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,089 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 20:47 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass B Common Stock · Derivative | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-027970 · form4.xml · derivative · entry 10 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,607 Underlying: Class A Common Stock · 14,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · security: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F10 · derivative.exercise_price: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F10 · derivative.exercise_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F10 · derivative.expiration_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F11 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class B Common Stock. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 20:47 UTC | TWILIO INC TWLO · Entity 3109 | Exercise / conversionClass B Common Stock · Derivative | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-027970 · form4.xml · derivative · entry 9 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,607 Underlying: Class A Common Stock · 14,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · security: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F10 · derivative.exercise_price: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F10 · derivative.exercise_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F10 · derivative.expiration_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F11 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class B Common Stock. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 20:47 UTC | TWILIO INC TWLO · Entity 3109 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,000 | $0.00 Strike: $1.24 | $0.00 |
DisclosureSEC source: 0001127602-18-027970 · form4.xml · derivative · entry 8 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,432 Underlying: Class B Common Stock · 14,000 shares Expires 2022-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_date: 25% of the shares subject to this option vested on May 7, 2013, and the remaining shares subject to this option vested in 36 equal monthly installments thereafter. The option is fully vested and exercisable by the Reporting Person. F10 · derivative.underlying: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 20:47 UTC | TWILIO INC TWLO · Entity 3109 | SaleClass A Common Stock | 8,676 | $87.07 | $755,410.64 |
DisclosureSEC source: 0001127602-18-027970 · form4.xml · nonDerivative · entry 3 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,757 F2 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.61 to $87.47 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 20:47 UTC | TWILIO INC TWLO · Entity 3109 | SaleClass A Common Stock | 5,324 | $86.27 | $459,279.12 |
DisclosureSEC source: 0001127602-18-027970 · form4.xml · nonDerivative · entry 2 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,433 F2 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.61 to $86.6050 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 20:47 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass A Common Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-027970 · form4.xml · nonDerivative · entry 1 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,757 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 19:16 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass B Common Stock · Derivative | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-025727 · form4.xml · derivative · entry 9 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,607 Underlying: Class A Common Stock · 14,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F11 · security: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F11 · derivative.exercise_price: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F11 · derivative.exercise_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F11 · derivative.expiration_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F12 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class B Common Stock. Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 19:16 UTC | TWILIO INC TWLO · Entity 3109 | Exercise / conversionClass B Common Stock · Derivative | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-025727 · form4.xml · derivative · entry 8 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,607 Underlying: Class A Common Stock · 14,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F11 · security: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F11 · derivative.exercise_price: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F11 · derivative.exercise_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F11 · derivative.expiration_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F12 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class B Common Stock. Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 19:16 UTC | TWILIO INC TWLO · Entity 3109 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,000 | $0.00 Strike: $1.24 | $0.00 |
DisclosureSEC source: 0001127602-18-025727 · form4.xml · derivative · entry 7 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,432 Underlying: Class B Common Stock · 14,000 shares Expires 2022-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · derivative.exercise_date: 25% of the shares subject to this option vested on May 7, 2013, and the remaining shares subject to this option vested in 36 equal monthly installments thereafter. The option is fully vested and exercisable by the Reporting Person. F11 · derivative.underlying: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 19:16 UTC | TWILIO INC TWLO · Entity 3109 | SaleClass A Common Stock | 200 | $76.48 | $15,295.00 |
DisclosureSEC source: 0001127602-18-025727 · form4.xml · nonDerivative · entry 6 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,757 F7 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.40 to $76.55 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 19:16 UTC | TWILIO INC TWLO · Entity 3109 | SaleClass A Common Stock | 13,800 | $75.77 | $1,045,677.06 |
DisclosureSEC source: 0001127602-18-025727 · form4.xml · nonDerivative · entry 5 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,957 F7 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.33 to $76.16 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 19:16 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass A Common Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-025727 · form4.xml · nonDerivative · entry 4 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,757 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 19:16 UTC | TWILIO INC TWLO · Entity 3109 | GiftClass A Common Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-025727 · form4.xml · nonDerivative · entry 3 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Kirkpatrick Family Trust Disclosed balance after: 86,852 F5 · kind: Represents the shares received by the Reporting Person's trust. F6 · ownership.nature: The Kirkpatrick Family Trust, established 9/28/1999. Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 19:16 UTC | TWILIO INC TWLO · Entity 3109 | GiftClass A Common Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-025727 · form4.xml · nonDerivative · entry 2 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,757 F4 · kind: Represents shares that were contributed by the Reporting Person to the Reporting Person's trust. F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 19:16 UTC | TWILIO INC TWLO · Entity 3109 | SaleClass A Common Stock | 1,635 | $73.71 | $120,523.04 |
DisclosureSEC source: 0001127602-18-025727 · form4.xml · nonDerivative · entry 1 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,286 F1 · shares: Represents the number of shares sold to cover the statutory tax withholding obligations in connection with the vesting of RSUs. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of minimum statutory tax withholding obligations to be funded by a "sell-to-cover" transaction and does not represent a discretionary sale by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.68 to $74.666 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| July 16, 2018 Filed Jul 18, 2018 21:23 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass B Common Stock · Derivative | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-023559 · form4.xml · derivative · entry 6 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,607 Underlying: Class A Common Stock · 12,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · security: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F6 · derivative.exercise_price: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F6 · derivative.exercise_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F6 · derivative.expiration_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F7 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class B Common Stock. Read SEC document |
| July 16, 2018 Filed Jul 18, 2018 21:23 UTC | TWILIO INC TWLO · Entity 3109 | Exercise / conversionClass B Common Stock · Derivative | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-023559 · form4.xml · derivative · entry 5 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,607 Underlying: Class A Common Stock · 12,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · security: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F6 · derivative.exercise_price: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F6 · derivative.exercise_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F6 · derivative.expiration_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F7 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class B Common Stock. Read SEC document |
| July 16, 2018 Filed Jul 18, 2018 21:23 UTC | TWILIO INC TWLO · Entity 3109 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $1.24 | $0.00 |
DisclosureSEC source: 0001127602-18-023559 · form4.xml · derivative · entry 4 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,432 Underlying: Class B Common Stock · 12,000 shares Expires 2022-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: 25% of the shares subject to this option vested on May 7, 2013, and the remaining shares subject to this option vested in 36 equal monthly installments thereafter. The option is fully vested and exercisable by the Reporting Person. F6 · derivative.underlying: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. Read SEC document |
| July 16, 2018 Filed Jul 18, 2018 21:23 UTC | TWILIO INC TWLO · Entity 3109 | SaleClass A Common Stock | 12,000 | $61.20 | $734,400.00 |
DisclosureSEC source: 0001127602-18-023559 · form4.xml · nonDerivative · entry 2 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,921 F2 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.85 to $61.64 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| July 16, 2018 Filed Jul 18, 2018 21:23 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass A Common Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-023559 · form4.xml · nonDerivative · entry 1 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,921 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 20:39 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass B Common Stock · Derivative | 19,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021517 · form4.xml · derivative · entry 9 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,607 Underlying: Class A Common Stock · 19,292 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F11 · security: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F11 · derivative.exercise_price: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F13 · shares: A portion of these shares represent the vesting of RSUs that were converted into shares of Class A common stock in order to effect a sell-to-cover transaction. F11 · derivative.exercise_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F11 · derivative.expiration_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F12 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class B Common Stock. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 20:39 UTC | TWILIO INC TWLO · Entity 3109 | Exercise / conversionClass B Common Stock · Derivative | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021517 · form4.xml · derivative · entry 8 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,899 Underlying: Class A Common Stock · 12,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F11 · security: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F11 · derivative.exercise_price: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F11 · derivative.exercise_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F11 · derivative.expiration_date: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. F12 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class B Common Stock. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 20:39 UTC | TWILIO INC TWLO · Entity 3109 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $1.24 | $0.00 |
DisclosureSEC source: 0001127602-18-021517 · form4.xml · derivative · entry 7 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,432 Underlying: Class B Common Stock · 12,000 shares Expires 2022-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · derivative.exercise_date: 25% of the shares subject to this option vested on May 7, 2013, and the remaining shares subject to this option vested in 36 equal monthly installments thereafter. The option is fully vested and exercisable by the Reporting Person. F11 · derivative.underlying: Each share of Class B common stock is convertible into one share of Class A common stock at the option of the holder and has no expiration date. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 20:39 UTC | TWILIO INC TWLO · Entity 3109 | GiftClass A Common Stock | 3,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021517 · form4.xml · nonDerivative · entry 6 Kirkpatrick Lee · CIK 0001665731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Kirkpatrick Family Trust Disclosed balance after: 85,323 F8 · kind: Represents the shares received by the Reporting Person's trust. F9 · ownership.nature: The Kirkpatrick Family Trust, established 9/28/1999. 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.