Sachem Head Capital Management LP

CIK 1582090 · last filed 2025-11-21

Sachem Head Capital Management LP is a corporate insider who has filed 8 SEC Form 4 insider transactions across 3 companies since 2020. The most recent filing, for TWLO, was dated May 27, 2026. Current disclosed insider exposure totals $1.04B across reported positions.

"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.

Disclosed Exposure

$1.04B

Companies

3

Total Filings

8

Lifetime Open-Market Net

$0

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
PFGC		3,352,078	$114.39	$383.44M	$0	1	2025-11-21
TWLO		3,305,045	$197.35	$652.25M	$0	2	2024-12-17
OLN	Director	2,460	$18.51	$45.5K	$0	1	2020-03-04

Recent Filings

8 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
2026-05-27	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.