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Nasdaq · USD

INTU

INTUIT INC.

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Tapewire entity
2373
SEC CIK
0000896878
Parsed reports
1,182

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
MonthPurchasesSales
Nov 202500
Dec 20250103
Jan 202604
Feb 202600
Mar 202603
Apr 202600
May 202620
Jun 202605
Jul 202600
Aug 202602
Sep 202601
Oct 202600

Latest available

Insider transactions

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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 12, 2024 Filed Dec 14, 2024 00:36 UTC
Balazs Alex G.EVP, Chief Technology Officer
Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative 5,116 $0.00 Strike: $525.51 $0.00
Disclosure

SEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · derivative · entry 14

Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,024

Underlying: Common Stock · 5,116 shares

Expires 2028-07-28

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.

F6 · derivative.exercise_date: Represents last vesting date for this tranche of stock options.

Read SEC document
December 12, 2024 Filed Dec 14, 2024 00:36 UTC
Balazs Alex G.EVP, Chief Technology Officer
Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative 6,680 $0.00 Strike: $303.94 $0.00
Disclosure

SEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · derivative · entry 13

Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,680 shares

Expires 2027-07-29

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.

F5 · derivative.exercise_date: Represents final vesting date for this award.

Read SEC document
December 12, 2024 Filed Dec 14, 2024 00:36 UTC
Balazs Alex G.EVP, Chief Technology Officer
Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative 207 $0.00 Strike: $281.60 $0.00
Disclosure

SEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · derivative · entry 12

Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 207 shares

Expires 2026-07-24

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.

F5 · derivative.exercise_date: Represents final vesting date for this award.

Read SEC document
December 12, 2024 Filed Dec 14, 2024 00:36 UTC
Balazs Alex G.EVP, Chief Technology Officer
Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative 1,436 $0.00 Strike: $216.64 $0.00
Disclosure

SEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · derivative · entry 11

Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,436 shares

Expires 2025-07-25

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.

F5 · derivative.exercise_date: Represents final vesting date for this award.

Read SEC document
December 12, 2024 Filed Dec 14, 2024 00:36 UTC
Balazs Alex G.EVP, Chief Technology Officer
SaleCommon Stock 380 $667.55 $253,667.59
Disclosure

SEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 10

Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 488.649

F4 · price: This transaction was executed in multiple trades ranging from $667.395 to $667.70. 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.

Read SEC document
December 12, 2024 Filed Dec 14, 2024 00:36 UTC
Balazs Alex G.EVP, Chief Technology Officer
SaleCommon Stock 9,452 $666.68 $6,301,487.72
Disclosure

SEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 9

Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 868.649

F3 · price: This transaction was executed in multiple trades ranging from $666.38 to $667.29. 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.

Read SEC document
December 12, 2024 Filed Dec 14, 2024 00:36 UTC
Balazs Alex G.EVP, Chief Technology Officer
SaleCommon Stock 9,158 $665.80 $6,097,375.34
Disclosure

SEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 8

Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,320.649

F2 · price: This transaction was executed in multiple trades ranging from $665.38 to $666.345. 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.

Read SEC document
December 12, 2024 Filed Dec 14, 2024 00:36 UTC
Balazs Alex G.EVP, Chief Technology Officer
SaleCommon Stock 4,820 $664.82 $3,204,436.74
Disclosure

SEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 7

Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,478.649

F1 · price: This transaction was executed in multiple trades ranging from $664.385 to $665.37. 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.

Read SEC document
December 12, 2024 Filed Dec 14, 2024 00:36 UTC
Balazs Alex G.EVP, Chief Technology Officer
Exercise / conversionCommon Stock 3,973 $496.53 $1,972,713.69
Disclosure

SEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 6

Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,298.649

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
December 12, 2024 Filed Dec 14, 2024 00:36 UTC
Balazs Alex G.EVP, Chief Technology Officer
Exercise / conversionCommon Stock 6,398 $448.59 $2,870,078.82
Disclosure

SEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 5

Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,325.649

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
December 12, 2024 Filed Dec 14, 2024 00:36 UTC
Balazs Alex G.EVP, Chief Technology Officer
Exercise / conversionCommon Stock 5,116 $525.51 $2,688,509.16
Disclosure

SEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 4

Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,927.649

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
December 12, 2024 Filed Dec 14, 2024 00:36 UTC
Balazs Alex G.EVP, Chief Technology Officer
Exercise / conversionCommon Stock 6,680 $303.94 $2,030,319.20
Disclosure

SEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 3

Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,811.649

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
December 12, 2024 Filed Dec 14, 2024 00:36 UTC
Balazs Alex G.EVP, Chief Technology Officer
Exercise / conversionCommon Stock 207 $281.60 $58,291.20
Disclosure

SEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 2

Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,131.649

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
December 12, 2024 Filed Dec 14, 2024 00:36 UTC
Balazs Alex G.EVP, Chief Technology Officer
Exercise / conversionCommon Stock 1,436 $216.64 $311,095.04
Disclosure

SEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 1

Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,924.649

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
December 12, 2024 Filed Dec 16, 2024 23:03 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative 2 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · derivative · entry 14

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 207

Underlying: Common Stock · 2 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.

F2 · derivative.exercise_price: 1-for-1

F8 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.

F4 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:03 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative 4 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · derivative · entry 13

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 245

Underlying: Common Stock · 4 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.

F2 · derivative.exercise_price: 1-for-1

F8 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.

F4 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:03 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative 4 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · derivative · entry 12

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 206

Underlying: Common Stock · 4 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.

F2 · derivative.exercise_price: 1-for-1

F8 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.

F4 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:03 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative 68 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · derivative · entry 11

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,818

Underlying: Common Stock · 68 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.

F2 · derivative.exercise_price: 1-for-1

F7 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2027. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.

F4 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

F5 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:03 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative 167 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · derivative · entry 10

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,249

Underlying: Common Stock · 167 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.

F2 · derivative.exercise_price: 1-for-1

F6 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2026. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.

F4 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

F5 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:03 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative 193 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · derivative · entry 9

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,804

Underlying: Common Stock · 193 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.

F2 · derivative.exercise_price: 1-for-1

F3 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2025. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.

F4 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

F5 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:03 UTC
FENNELL LAURA AEVP, People and Places
Tax withholdingCommon Stock 438 $672.25 $294,445.50
Disclosure

SEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · nonDerivative · entry 7

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,915.5816

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:03 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionCommon Stock 2 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · nonDerivative · entry 6

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,353.5816

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
December 12, 2024 Filed Dec 16, 2024 23:03 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionCommon Stock 4 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · nonDerivative · entry 5

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,351.5816

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
December 12, 2024 Filed Dec 16, 2024 23:03 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionCommon Stock 4 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · nonDerivative · entry 4

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,347.5816

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
December 12, 2024 Filed Dec 16, 2024 23:03 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionCommon Stock 68 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · nonDerivative · entry 3

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,343.5816

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
December 12, 2024 Filed Dec 16, 2024 23:03 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionCommon Stock 167 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · nonDerivative · entry 2

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,275.5816

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
December 12, 2024 Filed Dec 16, 2024 23:03 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionCommon Stock 193 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · nonDerivative · entry 1

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,108.5816

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
December 12, 2024 Filed Dec 16, 2024 23:02 UTC
Goodarzi Sasan KDirector · CEO, President and Director
Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative 167 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051565 · wk-form4_1734390142.xml · derivative · entry 7

Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,736

Underlying: Common Stock · 167 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.

F2 · derivative.exercise_price: 1-for-1

F7 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2027. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.

F4 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

F5 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:02 UTC
Goodarzi Sasan KDirector · CEO, President and Director
Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative 370 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051565 · wk-form4_1734390142.xml · derivative · entry 6

Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,945

Underlying: Common Stock · 370 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.

F2 · derivative.exercise_price: 1-for-1

F6 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2026. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.

F4 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

F5 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:02 UTC
Goodarzi Sasan KDirector · CEO, President and Director
Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative 393 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051565 · wk-form4_1734390142.xml · derivative · entry 5

Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,135

Underlying: Common Stock · 393 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.

F2 · derivative.exercise_price: 1-for-1

F3 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2025. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.

F4 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

F5 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:02 UTC
Goodarzi Sasan KDirector · CEO, President and Director
Tax withholdingCommon Stock 930 $672.25 $625,192.50
Disclosure

SEC source: 0001628280-24-051565 · wk-form4_1734390142.xml · nonDerivative · entry 4

Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 97,148.299

F1 · ownership.nature: Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:02 UTC
Goodarzi Sasan KDirector · CEO, President and Director
Exercise / conversionCommon Stock 167 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051565 · wk-form4_1734390142.xml · nonDerivative · entry 3

Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 98,078.299

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 · ownership.nature: Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee.

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December 12, 2024 Filed Dec 16, 2024 23:02 UTC
Goodarzi Sasan KDirector · CEO, President and Director
Exercise / conversionCommon Stock 370 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051565 · wk-form4_1734390142.xml · nonDerivative · entry 2

Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 97,911.299

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 · ownership.nature: Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee.

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December 12, 2024 Filed Dec 16, 2024 23:02 UTC
Goodarzi Sasan KDirector · CEO, President and Director
Exercise / conversionCommon Stock 393 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051565 · wk-form4_1734390142.xml · nonDerivative · entry 1

Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 97,541.299

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 · ownership.nature: Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee.

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December 12, 2024 Filed Dec 16, 2024 23:01 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative 1 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051563 · wk-form4_1734390060.xml · derivative · entry 13

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 158

Underlying: Common Stock · 1 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 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.

F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

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December 12, 2024 Filed Dec 16, 2024 23:01 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative 3 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051563 · wk-form4_1734390060.xml · derivative · entry 12

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 175

Underlying: Common Stock · 3 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 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.

F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:01 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative 3 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051563 · wk-form4_1734390060.xml · derivative · entry 11

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 178

Underlying: Common Stock · 3 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 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.

F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:01 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative 39 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051563 · wk-form4_1734390060.xml · derivative · entry 10

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,182

Underlying: Common Stock · 39 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 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2027. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.

F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

F4 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:01 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative 109 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051563 · wk-form4_1734390060.xml · derivative · entry 9

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,336

Underlying: Common Stock · 109 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 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2026. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.

F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

F4 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:01 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative 108 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051563 · wk-form4_1734390060.xml · derivative · entry 8

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,170

Underlying: Common Stock · 108 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 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2025. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.

F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

F4 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:01 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Tax withholdingCommon Stock 263 $672.25 $176,801.75
Disclosure

SEC source: 0001628280-24-051563 · wk-form4_1734390060.xml · nonDerivative · entry 7

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,976.0976

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:01 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 1 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051563 · wk-form4_1734390060.xml · nonDerivative · entry 6

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,239.0976

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
December 12, 2024 Filed Dec 16, 2024 23:01 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 3 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051563 · wk-form4_1734390060.xml · nonDerivative · entry 5

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,238.0976

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
December 12, 2024 Filed Dec 16, 2024 23:01 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 3 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051563 · wk-form4_1734390060.xml · nonDerivative · entry 4

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,235.0976

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
December 12, 2024 Filed Dec 16, 2024 23:01 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 39 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051563 · wk-form4_1734390060.xml · nonDerivative · entry 3

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,232.0976

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
December 12, 2024 Filed Dec 16, 2024 23:01 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 109 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051563 · wk-form4_1734390060.xml · nonDerivative · entry 2

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,193.0976

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
December 12, 2024 Filed Dec 16, 2024 23:01 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 108 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051563 · wk-form4_1734390060.xml · nonDerivative · entry 1

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,084.0976

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
December 10, 2024 Filed Dec 11, 2024 22:13 UTC
FENNELL LAURA AEVP, People and Places
SaleCommon Stock 4,000 $658.96 $2,635,827.60
Disclosure

SEC source: 0001628280-24-050826 · wk-form4_1733955200.xml · nonDerivative · entry 3

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,915.5816

F3 · price: This transaction was executed in multiple trades ranging from $658.73 to $659.16. 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.

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December 10, 2024 Filed Dec 11, 2024 22:13 UTC
FENNELL LAURA AEVP, People and Places
SaleCommon Stock 1,000 $657.69 $657,686.90
Disclosure

SEC source: 0001628280-24-050826 · wk-form4_1733955200.xml · nonDerivative · entry 2

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,915.5816

F2 · price: This transaction was executed in multiple trades ranging from $657.50 to $658.00. 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.

Read SEC document
December 10, 2024 Filed Dec 11, 2024 22:13 UTC
FENNELL LAURA AEVP, People and Places
SaleCommon Stock 2,700 $655.66 $1,770,293.88
Disclosure

SEC source: 0001628280-24-050826 · wk-form4_1733955200.xml · nonDerivative · entry 1

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,915.5816

F1 · price: This transaction was executed in multiple trades ranging from $655.20 to $656.19. 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.