0001104659-24-042771.txt : 20240402
0001104659-24-042771.hdr.sgml : 20240402
20240402213024
ACCESSION NUMBER: 0001104659-24-042771
CONFORMED SUBMISSION TYPE: 3
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240330
FILED AS OF DATE: 20240402
DATE AS OF CHANGE: 20240402
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Uncas GP LLC
CENTRAL INDEX KEY: 0001658906
ORGANIZATION NAME:
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-37806
FILM NUMBER: 24816674
BUSINESS ADDRESS:
STREET 1: 250 WEST 55TH STREET, 34TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10019
BUSINESS PHONE: 212-714-3300
MAIL ADDRESS:
STREET 1: 250 WEST 55TH STREET, 34TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10019
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Sachem Head Capital Management LP
CENTRAL INDEX KEY: 0001582090
ORGANIZATION NAME:
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-37806
FILM NUMBER: 24816675
BUSINESS ADDRESS:
STREET 1: 250 WEST 55TH STREET
STREET 2: 34TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10019
BUSINESS PHONE: 212-714-3300
MAIL ADDRESS:
STREET 1: 250 WEST 55TH STREET
STREET 2: 34TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10019
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Stafman Andrew
CENTRAL INDEX KEY: 0002018024
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-37806
FILM NUMBER: 24816677
MAIL ADDRESS:
STREET 1: 101 SPEAR STREET, FIFTH FLOOR
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94105
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Sachem Head GP LLC
CENTRAL INDEX KEY: 0001658917
ORGANIZATION NAME:
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-37806
FILM NUMBER: 24816673
BUSINESS ADDRESS:
STREET 1: 250 WEST 55TH STREET, 34TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10019
BUSINESS PHONE: 212-714-3300
MAIL ADDRESS:
STREET 1: 250 WEST 55TH STREET, 34TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10019
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Ferguson Scott D.
CENTRAL INDEX KEY: 0001658919
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-37806
FILM NUMBER: 24816676
MAIL ADDRESS:
STREET 1: 250 WEST 55TH STREET, 34TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10019
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: TWILIO INC
CENTRAL INDEX KEY: 0001447669
STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372]
ORGANIZATION NAME: 06 Technology
IRS NUMBER: 262574840
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 101 SPEAR STREET
STREET 2: SUITE 500
CITY: San Francisco
STATE: CA
ZIP: 94105
BUSINESS PHONE: 415-390-2337
MAIL ADDRESS:
STREET 1: 101 SPEAR STREET
STREET 2: SUITE 500
CITY: San Francisco
STATE: CA
ZIP: 94105
3
1
tm2410719-1_3seq1.xml
OWNERSHIP DOCUMENT
X0206
3
2024-03-30
0
0001447669
TWILIO INC
TWLO
0002018024
Stafman Andrew
250 WEST 55TH STREET, FLOOR 34
NEW YORK
NY
10019
1
0
0
0
0001658919
Ferguson Scott D.
250 WEST 55TH STREET, FLOOR 34
NEW YORK
NY
10019
0
0
0
1
See Footnotes
0001582090
Sachem Head Capital Management LP
250 WEST 55TH STREET, FLOOR 34
NEW YORK
NY
10019
0
0
0
1
See Footnotes
0001658906
Uncas GP LLC
250 WEST 55TH STREET, FLOOR 34
NEW YORK
NY
10019
0
0
0
1
See Footnotes
0001658917
Sachem Head GP LLC
250 WEST 55TH STREET, FLOOR 34
NEW YORK
NY
10019
0
0
0
1
See Footnotes
Class A Common Stock
3295000
I
See footnotes
In addition to Andrew J. Stafman, 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. 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 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.
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. 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.
Andrew J. Stafman is a partner at Sachem Head and also serves on the board of directors of Twilio Inc. (the "Issuer"). As a result, the Reporting Persons other than Mr. Stafman may be deemed directors of the Issuer by deputization.
/s/ Andrew J. Stafman
2024-04-02
/s/ Michael D. Adamski, as Attorney-in-Fact
2024-04-02
/s/ Michael D. Adamski, as General Counsel
2024-04-02
/s/ Michael D. Adamski, as General Counsel
2024-04-02
/s/ Michael D. Adamski, as General Counsel
2024-04-02