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Sachem Head Capital Management LP

CIK 1582090 · last filed 2026-08-12

Sachem Head Capital Management LP is a corporate insider who has filed 10 SEC Form 4 insider transactions across 3 companies since 2020. The most recent filing shows the insider sold $617.7M of TWLO on Aug 12, 2026. Across all open-market trades the lifetime net is −$617.7M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $335.8M across reported positions. The firm reports its address in New York, NY. 33 SEC filings were submitted jointly with Scott D. Ferguson.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$335.81M

Companies

3

Total Filings

10

Lifetime Open-Market Net

-$617.70M

Filer Profile

Reported Address
250 WEST 55TH STREET
34TH FLOOR
NEW YORK, NY 10019
Phone
(212) 714-3300
State of Incorporation
DE
Related Filers
Scott D. Ferguson — 33 joint filings, latest 2026-08-12
Sachem Head GP LLC — 33 joint filings, latest 2026-08-12
Uncas GP LLC — 33 joint filings, latest 2026-08-12
TWILIO INC — 19 joint filings, latest 2026-08-12
Andrew Stafman — 15 joint filings, latest 2026-08-12
Elanco Animal Health Inc — 7 joint filings, latest 2022-12-22
GLAZER CAPITAL, LLC — same reported address
Gen IV Investment Opportunities, LLC — same reported address
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
TWLO 133,492 $246.24 $32.87M -$617.70M 3 2026-08-12
PFGC 3,352,078 $90.36 $302.89M $0 1 2025-11-21
OLN Director 2,460 $17.01 $41.8K $0 1 2020-03-04

Recent Filings

10 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2026-08-12 TWLO Sell (S) −2,500,000 -$617.70M EDGAR
2026-08-12 TWLO Notice (144) −500,000 -$123.54M EDGAR
2026-05-27 TWLO Notice (144) −1,000,000 -$184.14M EDGAR
2026-05-12 TWLO Notice (144) −675,000 -$130.64M EDGAR
2025-12-02 TWLO Notice (144) −1,000,000 -$129.00M EDGAR
2025-11-21 PFGC Grant (A) +8,312 $0 EDGAR
2024-12-17 TWLO Grant (A) +3,745 $0 EDGAR
2024-09-17 TWLO Grant (A) +6,250 $0 EDGAR
2023-12-11 USFD Notice (144) −3,000,000 -$133.92M EDGAR
2020-03-04 OLN Grant (A) +9,840 $160.0K EDGAR
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.