TWLO 144 SEC Filing Analysis

Latest settled — T+20d

TWLO ▲ +17.87% at T+20d

NEUTRAL call ✓ call won +17.87% · α vs SPY +12.91% · entry $194.54 → $229.30

Next anchor: T+60d in 7w

Last close $212.54 (close Jun 8) · +9.25% from $194.54 entry

Entry anchored
May 4, 2026
via day open

T+1d

-1.90%

call -1.90% · α -3.28%

$190.85

settled 5w ago

T+5d

-1.37%

call -1.37% · α -3.35%

$191.88

settled 4w ago

T+20d

+17.87%

call +17.87% · α +12.91%

$229.30

settled 8d ago

T+60d

—

call — · α —

—

in 7w

Price Chart

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Executive Summary

Director Erika Rottenberg filed a Form 144 to sell 1,500 shares of Twilio, valued at approximately $277,974. The shares were acquired via restricted stock lapses in 2022. This is a routine, small-scale sale by a director, representing a negligible portion of the company's $27.8B market cap.

Actionable Insight

Monitor for any pattern of increased insider selling, but this single director sale appears routine and likely for personal diversification or tax planning. No immediate trading action warranted.

Key Facts

Erika Rottenberg (Director) intends to sell 1,500 shares.
Approximate value of sale: $277,974.
Shares acquired through restricted stock lapses in June and September 2022.
Sale represents ~0.0001% of Twilio's market cap.
Prior sale by same insider on 04/21/2026: 1,800 shares for $268,239.

Financial Impact

$277,974 sale by director, negligible relative to market cap.

Risk Factors

Insider selling could accelerate if share price rises or lockup expires.
Additional insider filings may signal changing sentiment.

Market Snapshot

Exchange

NYSE

Sector

Services-Prepackaged Software

Analyst Consensus

75% bullish (36 analysts)

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

Document	Accession Number
144 Filing (Primary)	0001921094-26-000437
Document: 0001921094-26-000437-index.html	0001921094-26-000437
Document: 0001921094-26-000437.txt	0001921094-26-000437

7 reports for TWLO

T+1T+5T+20T+60

67% Hit rate 2 of 3 directional calls best @ T+5▲ +10.20%Apr 2, 2026

Filters

Reports for TWLO — sortable, filterable
	Type				Now
Jun 3, 2026 6d ago	Insider Cluster BEARISH ★ 5/10	$235.39 $225.03	▲ +4.40%	▲ +1.80%	$212.54 (+9.71%)
Jun 1, 2026 8d ago	144 NEUTRAL ★ 2/10	$228.41 $226.89	▼ −0.67%	▲ +0.06%	$212.54 (−6.95%)
May 21, 2026 19d ago	Insider Cluster BEARISH ★ 4/10	$187.86 $189.54	▼ −0.89%	▼ −0.31%	$212.54 (−13.14%)
May 19, 2026 21d ago	Insider Cluster NEUTRAL ★ 4/10	$189.31 $182.52	▼ −3.59%	▼ −3.78%	$212.54 (+12.27%)
May 4, 2026 5w ago	144 NEUTRAL ★ 2/10	$194.54 $190.85	▼ −1.90%	▼ −3.28%	$212.54 (+9.25%)
Apr 28, 2026 6w ago	DEFA14A NEUTRAL ★ 2/10	$140.09 $147.90	▲ +5.57%	▲ +4.55%	$212.54 (+51.71%)
Apr 2, 2026 9w ago	Insider Cluster BEARISH ★ 6/10	$130.88 $131.00	▼ −0.09%	▲ +0.38%	$212.54 (−62.39%)

US Market Status

Market Closed — Opens in 8h 11m

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