Last 12 months
Inside the activity.
2 purchase rows · 118 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 103 |
| Jan 2026 | 0 | 4 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 3 |
| Apr 2026 | 0 | 0 |
| May 2026 | 2 | 0 |
| Jun 2026 | 0 | 5 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 2 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 06, 2016 Filed Sep 6, 2016 23:14 UTC |
SMITH BRAD DDirector · Chairman, CEO & President
|
GiftCommon Stock | 4,460 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000297 · edgar.xml · nonDerivative · entry 7 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,288 Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 23:14 UTC |
SMITH BRAD DDirector · Chairman, CEO & President
|
GiftCommon Stock | 4,470 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000297 · edgar.xml · nonDerivative · entry 6 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,748 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:17 UTC |
Williams R NeilEVP & Chief Financial Officer
|
Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 29,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000300 · edgar.xml · derivative · entry 5 Williams R Neil · CIK 0001423081 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,798 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F5 · shares: Represents the vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives; the balance of the granted units were canceled. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:17 UTC |
Williams R NeilEVP & Chief Financial Officer
|
Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 9,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000300 · edgar.xml · derivative · entry 4 Williams R Neil · CIK 0001423081 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,030 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · shares: Represents the vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain pre-established 3-year operating goals; the balance of the granted units were canceled. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:17 UTC |
Williams R NeilEVP & Chief Financial Officer
|
Tax withholdingCommon Stock | 20,261 | $112.34 | $2,276,120.74 |
DisclosureSEC source: 0000896878-16-000300 · edgar.xml · nonDerivative · entry 3 Williams R Neil · CIK 0001423081 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,294 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:17 UTC |
Williams R NeilEVP & Chief Financial Officer
|
Exercise / conversionCommon Stock | 29,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000300 · edgar.xml · nonDerivative · entry 2 Williams R Neil · CIK 0001423081 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,555 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:17 UTC |
Williams R NeilEVP & Chief Financial Officer
|
Exercise / conversionCommon Stock | 9,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000300 · edgar.xml · nonDerivative · entry 1 Williams R Neil · CIK 0001423081 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,757 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:16 UTC |
Wernikoff Daniel AEVP, Consumer Tax Group
|
Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 29,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000299 · edgar.xml · derivative · entry 5 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,798 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F5 · shares: Represents the vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives; the balance of the granted units were canceled. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:16 UTC |
Wernikoff Daniel AEVP, Consumer Tax Group
|
Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 9,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000299 · edgar.xml · derivative · entry 4 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,030 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · shares: Represents the vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain pre-established 3-year operating goals; the balance of the granted units were canceled. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:16 UTC |
Wernikoff Daniel AEVP, Consumer Tax Group
|
Tax withholdingCommon Stock | 20,261 | $112.34 | $2,276,120.74 |
DisclosureSEC source: 0000896878-16-000299 · edgar.xml · nonDerivative · entry 3 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,144 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:16 UTC |
Wernikoff Daniel AEVP, Consumer Tax Group
|
Exercise / conversionCommon Stock | 29,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000299 · edgar.xml · nonDerivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,405 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:16 UTC |
Wernikoff Daniel AEVP, Consumer Tax Group
|
Exercise / conversionCommon Stock | 9,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000299 · edgar.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,607 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:15 UTC |
STANSBURY HENRY TAYLOEEVP & Chief Technology Officer
|
Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 18,386 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000298 · edgar.xml · derivative · entry 5 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,386 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F5 · shares: Represents the vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives; the balance of the granted units were canceled. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:15 UTC |
STANSBURY HENRY TAYLOEEVP & Chief Technology Officer
|
Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 5,670 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000298 · edgar.xml · derivative · entry 4 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,670 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · shares: Represents the vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain pre-established 3-year operating goals; the balance of the granted units were canceled. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:15 UTC |
STANSBURY HENRY TAYLOEEVP & Chief Technology Officer
|
Tax withholdingCommon Stock | 12,553 | $112.34 | $1,410,204.02 |
DisclosureSEC source: 0000896878-16-000298 · edgar.xml · nonDerivative · entry 3 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,173 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:15 UTC |
STANSBURY HENRY TAYLOEEVP & Chief Technology Officer
|
Exercise / conversionCommon Stock | 18,386 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000298 · edgar.xml · nonDerivative · entry 2 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,726 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:15 UTC |
STANSBURY HENRY TAYLOEEVP & Chief Technology Officer
|
Exercise / conversionCommon Stock | 5,670 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000298 · edgar.xml · nonDerivative · entry 1 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,340 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:14 UTC |
SMITH BRAD DDirector · Chairman, CEO & President
|
Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 77,982 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000297 · edgar.xml · derivative · entry 11 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 77,982 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F7 · shares: Represents the vested units pursuant to a Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives; the balance of the granted units were canceled. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:14 UTC |
SMITH BRAD DDirector · Chairman, CEO & President
|
Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 23,940 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000297 · edgar.xml · derivative · entry 10 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,940 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F6 · shares: Represents the vested units pursuant to a Restricted Stock Unit (performance-based vesting) grant related to achievement of certain pre-established 3-year operating goals; the balance of the granted units were canceled. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:14 UTC |
SMITH BRAD DDirector · Chairman, CEO & President
|
Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 38,566 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000297 · edgar.xml · derivative · entry 9 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 38,566 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F5 · shares: Represents the second and final vesting tranche pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives awarded 7/20/2011. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:14 UTC |
SMITH BRAD DDirector · Chairman, CEO & President
|
Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 23,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000297 · edgar.xml · derivative · entry 8 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,100 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · shares: Represents the second and final vesting tranche pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain pre-established 3-year operating goals awarded 7/20/2011. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:14 UTC |
SMITH BRAD DDirector · Chairman, CEO & President
|
Tax withholdingCommon Stock | 85,362 | $112.34 | $9,589,567.08 |
DisclosureSEC source: 0000896878-16-000297 · edgar.xml · nonDerivative · entry 5 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,218 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:14 UTC |
SMITH BRAD DDirector · Chairman, CEO & President
|
Exercise / conversionCommon Stock | 77,982 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000297 · edgar.xml · nonDerivative · entry 4 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,580 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:14 UTC |
SMITH BRAD DDirector · Chairman, CEO & President
|
Exercise / conversionCommon Stock | 23,940 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000297 · edgar.xml · nonDerivative · entry 3 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,598 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:14 UTC |
SMITH BRAD DDirector · Chairman, CEO & President
|
Exercise / conversionCommon Stock | 23,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000297 · edgar.xml · nonDerivative · entry 2 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,658 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:14 UTC |
SMITH BRAD DDirector · Chairman, CEO & President
|
Exercise / conversionCommon Stock | 38,566 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000297 · edgar.xml · nonDerivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,558 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:12 UTC |
Goodarzi Sasan KEVP, Small Business Group
|
Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 29,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000296 · edgar.xml · derivative · entry 5 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,798 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F5 · shares: Represents the vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives; the balance of the granted units were canceled. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:12 UTC |
Goodarzi Sasan KEVP, Small Business Group
|
Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 9,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000296 · edgar.xml · derivative · entry 4 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,030 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · shares: Represents the vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain pre-established 3-year operating goals; the balance of the granted units were canceled. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:12 UTC |
Goodarzi Sasan KEVP, Small Business Group
|
Tax withholdingCommon Stock | 20,261 | $112.34 | $2,276,120.74 |
DisclosureSEC source: 0000896878-16-000296 · edgar.xml · nonDerivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,567 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:12 UTC |
Goodarzi Sasan KEVP, Small Business Group
|
Exercise / conversionCommon Stock | 29,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000296 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,828 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:12 UTC |
Goodarzi Sasan KEVP, Small Business Group
|
Exercise / conversionCommon Stock | 9,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000296 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,030 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:11 UTC |
FENNELL LAURA AEVP, Gen. Counsel & Corp Sec.
|
Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 22,190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000295 · edgar.xml · derivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,190 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F5 · shares: Represents the vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives; the balance of the granted units were canceled. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:11 UTC |
FENNELL LAURA AEVP, Gen. Counsel & Corp Sec.
|
Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 6,720 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000295 · edgar.xml · derivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,720 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · shares: Represents the vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain pre-established 3-year operating goals; the balance of the granted units were canceled. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:11 UTC |
FENNELL LAURA AEVP, Gen. Counsel & Corp Sec.
|
Tax withholdingCommon Stock | 15,086 | $112.34 | $1,694,761.24 |
DisclosureSEC source: 0000896878-16-000295 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,398 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:11 UTC |
FENNELL LAURA AEVP, Gen. Counsel & Corp Sec.
|
Exercise / conversionCommon Stock | 22,190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000295 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,484 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:11 UTC |
FENNELL LAURA AEVP, Gen. Counsel & Corp Sec.
|
Exercise / conversionCommon Stock | 6,720 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000295 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,294 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:09 UTC |
COOK SCOTT DDirector · Chairman of Executive Comm.
|
GiftCommon Stock | 31,420 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000294 · edgar.xml · nonDerivative · entry 1 COOK SCOTT D · CIK 0000938861 · Director · Chairman of Executive Comm. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 12,782,312 F1 · ownership.nature: Shares held in trust as follows: 12,738,444 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 and 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA dtd 12/30/94. The reporting person is a trustee of each of these trusts. Read SEC document |
| June 09, 2016 Filed Jun 10, 2016 22:14 UTC |
COOK SCOTT DDirector · Chair of Exec. Committee
|
GiftCommon Stock | 9,325 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000236 · edgar.xml · nonDerivative · entry 1 COOK SCOTT D · CIK 0000938861 · Director · Chair of Exec. Committee 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 12,813,732 F1 · ownership.nature: Shares held in trust as follows: 12,769,864 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 and 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA dtd 12/30/94. The reporting person is a trustee of each of these trusts. Read SEC document |
| December 16, 2015 Filed Feb 3, 2016 00:23 UTC |
COOK SCOTT DDirector · Chairman of Exec. Committee
|
GiftCommon Stock | 52,580 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000189 · edgar.xml · nonDerivative · entry 1 COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 12,823,057 F1 · ownership.nature: Shares held in trust as follows: 12,779,189 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 and 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA dtd 12/30/94. The reporting person is a trustee of each of these trusts. Read SEC document |
| October 01, 2015 Filed Oct 28, 2015 20:35 UTC |
COOK SCOTT DDirector · Chairman of Exec. Committee
|
GiftCommon Stock | 42,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-15-038775 · doc1.xml · nonDerivative · entry 1 COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 12,875,637 F1 · ownership.nature: Shares held in trust as follows: 12,831,769 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 and 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA dtd 12/30/94. The reporting person is a trustee of each of these trusts. Read SEC document |
| January 05, 2015 Filed Jan 30, 2015 19:09 UTC |
COOK SCOTT DDirector · Chairman of Exec. Committee
|
GiftCommon Stock | 21,983 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-15-000024 · edgar.xml · nonDerivative · entry 1 COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 13,069,852 F1 · ownership.nature: Shares held in trust as follows: 12,873,983 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 and 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA dtd 12/30/94. The reporting person is a trustee of each of these trusts. Read SEC document |
| January 05, 2015 Filed Oct 15, 2015 22:20 UTC Amendment |
COOK SCOTT DDirector · Chairman of Exec. Committee
|
GiftCommon Stock | 21,983 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-15-000134 · edgar.xml · nonDerivative · entry 1 COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 12,917,851 F1 · ownership.nature: Shares held in trust as follows: 12,873,983 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 and 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA dtd 12/30/94. The reporting person is a trustee of each of these trusts. Read SEC document |
| August 28, 2014 Filed Aug 29, 2014 22:03 UTC |
COOK SCOTT DDirector · Chairman of Exec. Committee
|
GiftCommon Stock | 24,390 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-14-000143 · edgar.xml · nonDerivative · entry 1 COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 12,939,834 F1 · ownership.nature: Shares held in trust as follows: 12,895,966 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 and 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA dtd 12/30.94. The reporting person is a trustee of each of these trusts. Read SEC document |
| June 30, 2014 Filed Jul 8, 2014 00:15 UTC |
COOK SCOTT DDirector · Chairman of Exec. Comm.
|
GiftCommon Stock | 6,330 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-14-000088 · edgar.xml · nonDerivative · entry 2 COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Comm. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 12,964,224 F2 · ownership.nature: Shares held in trust as follows: 12,920,356 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 and 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 CharitableTrust UTA DTD 12/30/94. The reporting person is a trustee of each of these trusts. Read SEC document |
| June 20, 2014 Filed Jul 8, 2014 00:15 UTC |
COOK SCOTT DDirector · Chairman of Exec. Comm.
|
GiftCommon Stock | 62,813 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-14-000088 · edgar.xml · nonDerivative · entry 1 COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Comm. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 12,970,554 F1 · ownership.nature: Shares held in trust by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 and by the Scott D. Cook and Helen Signe Ostby 1994 CharitableTrust UTA DTD 12/30/94. The reporting person is a trustee of each of these trusts. Read SEC document |
| December 31, 2013 Filed Jan 2, 2014 23:07 UTC |
COOK SCOTT DDirector · Chairman of Exec. Committee
|
GiftCommon Stock | 16,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-14-000004 · edgar.xml · nonDerivative · entry 1 COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 13,033,367 F1 · ownership.nature: Shares held in trust as follows: 12,989,499 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 and 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 CharitableTrust UTA DTD 12/30/94. The reporting person is a trustee of each of these trusts. Read SEC document |
| December 31, 2012 Filed Jan 3, 2013 22:05 UTC |
COOK SCOTT DDirector · Chairman of Exec. Committee
|
SaleCommon Stock | 189,865 | $59.23 | $11,244,963.48 |
DisclosureSEC source: 0000896878-13-000004 · edgar.xml · nonDerivative · entry 2 COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 13,201,868 F1 · price: This transaction was executed in multiple trades at prices ranging from $58.83 to $59.67. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · ownership.nature: Shares held in Trust as follows: 13,318,000 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/03 and 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA DTD 12/30/94. The reporting person is a trustee of each of these trusts. Read SEC document |
| December 31, 2012 Filed Feb 12, 2013 21:47 UTC Amendment |
COOK SCOTT DDirector · Chairman of Exec. Committee
|
SaleCommon Stock | 189,865 | $59.23 | $11,244,963.48 |
DisclosureSEC source: 0000896878-13-000038 · edgar.xml · nonDerivative · entry 1 COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 13,201,868 F1 · price: This transaction was executed in multiple trades at prices ranging from $58.83 to $59.67. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · ownership.nature: This amended filing is to correct the information reported in Footnote 2 to the original filing: the line entry is correct and is restated in this amended filing in order to gain access to the reporting system. The corrected Footnote 2 follows: Shares held in Trust as follows: 13,158,000 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/03 and 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA DTD 12/30/94. The reporting person is a trustee of each of these trusts. Read SEC document |
| December 31, 2012 Filed Feb 12, 2013 21:51 UTC |
COOK SCOTT DDirector · Chairman of Exec. Committee
|
GiftCommon Stock | 152,001 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-13-000040 · edgar.xml · nonDerivative · entry 4 COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 152,001 F3 · ownership.nature: Trusts for the benefit of family members, of which the reporting person is not a trustee, but retains investment control. Read SEC document |
| December 31, 2012 Filed Feb 12, 2013 21:51 UTC |
COOK SCOTT DDirector · Chairman of Exec. Committee
|
GiftCommon Stock | 152,001 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-13-000040 · edgar.xml · nonDerivative · entry 3 COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee 10b5-1 filing: Not disclosed Ownership: Indirect · the Cook Ostby Family Residences Trust Disclosed balance after: 0 F2 · ownership.nature: The reporting person is not a trustee of this trust, but retains investment control of these shares. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.