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Twilio Inc SEC Filings

TWLO NYSE

Welcome to our dedicated page for Twilio SEC filings (Ticker: TWLO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Twilio Inc. filings document a cloud communications and customer engagement software company whose disclosures center on operating results, governance and material events. Recent 8-K reports furnish quarterly and annual financial results, including revenue, gross profit, operating income, cash flow measures and common-stockholder earnings.

Twilio’s proxy materials describe annual meeting proposals, director elections, board committee matters, executive compensation, auditor ratification and equity incentive plan approvals. Other 8-K filings record board appointments, committee assignments, changes in board size and related compensatory arrangements under the company’s public-company governance framework.

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Twilio Inc.’s Chief Financial Officer Aidan Viggiano sold 1,828 shares of Class A common stock in an open-market transaction. The sale occurred on May 19, 2026 at a price of $200.00 per share. After this transaction, Viggiano directly holds 127,345 shares of Twilio Class A common stock.

According to a footnote, the sale was executed under Viggiano’s Rule 10b5-1 trading plan dated June 6, 2025, indicating it was pre-arranged. Another footnote notes that a portion of the reported holdings consists of Restricted Stock Units, each representing a contingent right to receive one share of Twilio Class A common stock.

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Twilio Inc.'s Chief Financial Officer, Aidan Viggiano, reported tax-related share sales tied to equity compensation. On May 15, 2026, he sold a total of 1,376 shares of Class A common stock in open-market transactions at weighted average prices around $197 per share. A footnote explains these sales were made solely to cover statutory tax withholding obligations upon the vesting of Restricted Stock Units under Twilio’s equity plans and are not discretionary trades.

Following the transactions, Viggiano directly owned 129,173 shares of Class A common stock, with a portion represented by RSUs. Another footnote notes that his holdings include 208 shares acquired the same day through Twilio’s 2016 Employee Stock Purchase Plan, highlighting that his overall ownership position remains substantial relative to the tax-driven sale size.

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Twilio Inc. reported proposed resale notices on Form 144 for multiple small lots of Common Stock linked to equity compensation and restricted stock lapse events. The excerpt lists four proposed dispositions between 03/02/2026 and 05/15/2026 with share amounts and gross proceeds shown for each trade date.

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Twilio Inc. submitted a Form 144 notice relating to proposed sales of common stock, referencing Restricted Stock Lapse and Equity Compensation on 05/15/2026. The filing lists broker/dealer Charles Schwab & Co., Inc. and multiple prior sales by Aidan Viggiano on dates in 2026.

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TWILIO INC director-by-deputization Andrew J. Stafman and affiliated Sachem Head entities reported a large insider sale of Class A Common Stock. Sachem Head–related funds sold 675,000 shares in an open-market transaction at $193.54 per share, leaving 1,620,000 shares indirectly owned as of the reported date and 13,492 shares held directly.

The securities are directly owned by affiliated Sachem Head funds, while Sachem Head Capital Management LP, Uncas GP LLC, Sachem Head GP LLC, Scott D. Ferguson, and Mr. Stafman may be deemed beneficial owners through advisory and general partner roles. Each reporting person disclaims beneficial ownership of these shares except to the extent of any pecuniary interest.

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Twilio Inc. director Erika Rottenberg reported an open-market sale of Class A Common Stock executed by The Erika Rottenberg Revocable Trust. On 4 May 2026, the trust sold 1,500 shares at a weighted average price of $185.3159 per share under a pre-set Rule 10b5-1 trading plan dated 10 December 2025.

After this transaction, 32,995 Twilio shares remain indirectly held by the trust. The sale was carried out in multiple trades within a price range from $185.235 to $185.49 per share.

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TWILIO INC. reported a Form 144 notice for proposed sale(s) of Common Stock by an affiliate on 05/04/2026. The excerpt lists one recent reported sale on 04/21/2026 of 1,800 shares by Erika Rottenberg and shows scheduled restricted stock lapses in 2022 totaling 1,500 shares across two lapse dates.

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Twilio Inc. reported strong top- and bottom-line growth for the quarter ended March 31, 2026. Revenue rose to $1.41 billion, up 20% year over year, driven mainly by higher usage from existing customers, reflected in a Dollar-Based Net Expansion Rate of 114%, and contributions from new accounts.

Net income attributable to common stockholders increased to $90.1 million from $20.0 million, with GAAP operating margin improving to 8% and non-GAAP operating margin to 20%. Cash from operations was $153.2 million and free cash flow was $132.3 million, down from $178.3 million a year earlier, partly reflecting bonus payments.

Twilio ended the quarter with $542.0 million in cash and cash equivalents and $1.80 billion in short-term marketable securities. The company repurchased 2.1 million Class A shares for $253.4 million, with $892.0 million remaining under its authorization, and noted it may release a significant portion of its U.S. deferred tax valuation allowance in 2026 if performance trends continue.

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Twilio Inc. reported strong first quarter 2026 results, with revenue of $1.41 billion, up 20% year-over-year and 16% organic growth. GAAP gross profit was $684.2 million, up 18%, and GAAP income from operations rose sharply to $107.7 million, a 366% increase.

GAAP diluted net income per share was $0.57, compared with $0.12 a year earlier. Non-GAAP diluted earnings per share were $1.50, up from $1.14. Net cash provided by operating activities was $153.2 million and free cash flow was $132.3 million, both lower than the prior-year quarter.

Twilio’s Dollar-Based Net Expansion Rate improved to 114% from 107%. The company repurchased $253.4 million of Class A common stock in the quarter, bringing total buybacks to about $1.1 billion with $892.0 million remaining authorized. For Q2 2026, Twilio guides revenue of $1.420–$1.430 billion and non-GAAP income from operations of $250–$260 million.

For fiscal 2026, Twilio raised its reported revenue growth outlook to 14–15% and organic revenue growth to 9.5–10.5%, and increased guidance for both non-GAAP income from operations and free cash flow to $1.08–$1.10 billion.

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FAQ

How many Twilio (TWLO) SEC filings are available on StockTitan?

StockTitan tracks 114 SEC filings for Twilio (TWLO), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Twilio (TWLO)?

The most recent SEC filing for Twilio (TWLO) was filed on May 21, 2026.