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Nasdaq · USD

INTU

INTUIT INC.

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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
September 01, 2024 Filed Sep 5, 2024 00:10 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Tax withholdingCommon Stock 2,409.507 $630.26 $1,518,615.88
Disclosure

SEC source: 0001415889-24-022845 · form4-09042024_110923.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: 24,941.4186

Read SEC document
September 01, 2024 Filed Sep 5, 2024 00:10 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 5,042 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022845 · form4-09042024_110923.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: 27,350.9256

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.

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September 01, 2024 Filed Sep 5, 2024 00:08 UTC
Hotz Lauren DSVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 96 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022839 · form4-09042024_110904.xml · derivative · entry 3

Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 483

Underlying: Common Stock · 96 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-for1.

F2 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units.

F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
September 01, 2024 Filed Sep 5, 2024 00:08 UTC
Hotz Lauren DSVP, Chief Accounting Officer
Tax withholdingCommon Stock 45.019 $630.26 $28,373.67
Disclosure

SEC source: 0001415889-24-022839 · form4-09042024_110904.xml · nonDerivative · entry 2

Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,041.6412

Read SEC document
September 01, 2024 Filed Sep 5, 2024 00:08 UTC
Hotz Lauren DSVP, Chief Accounting Officer
Exercise / conversionCommon Stock 96 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022839 · form4-09042024_110904.xml · nonDerivative · entry 1

Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,086.6602

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, 2024 Filed Sep 5, 2024 00:03 UTC Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative 9,589 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022836 · form4-09042024_110920.xml · derivative · entry 3

Tessel Marianna · CIK 0001784171 · EVP, GBSG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,589 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-for1.

F2 · shares: Represents the awarded and vested units pursuant to the Restricted Stock Units (performance-based vesting) grant related to achievement of certain total shareholder return objectives.

F3 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units (performance-based vesting).

F4 · derivative.expiration_date: Restricted Stock Units (performance-based vesting) do not expire; they either vest or are canceled prior to vesting date.

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September 01, 2024 Filed Sep 5, 2024 00:03 UTC Tax withholdingCommon Stock 5,048.61 $630.26 $3,181,936.94
Disclosure

SEC source: 0001415889-24-022836 · form4-09042024_110920.xml · nonDerivative · entry 2

Tessel Marianna · CIK 0001784171 · EVP, GBSG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,211.8556

Read SEC document
September 01, 2024 Filed Sep 5, 2024 00:03 UTC Exercise / conversionCommon Stock 9,589 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022836 · form4-09042024_110920.xml · nonDerivative · entry 1

Tessel Marianna · CIK 0001784171 · EVP, GBSG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,260.4656

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
August 27, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 100 $627.97 $62,797.00
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 26

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,530,566

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 27, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 300 $627.01 $188,102.01
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 25

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,530,666

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F26 · price: This transaction was executed in multiple trades ranging from $626.68 to $627.66. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 27, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 1,069 $626.06 $669,259.42
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 24

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,530,966

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F25 · price: This transaction was executed in multiple trades ranging from $625.68 to $626.56. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 27, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 1,070 $625.00 $668,749.14
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 23

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,532,035

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F24 · price: This transaction was executed in multiple trades ranging from $624.66 to $625.31. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 27, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 600 $624.12 $374,469.66
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 22

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,533,105

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F23 · price: This transaction was executed in multiple trades ranging from $623.47 to $624.41. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 27, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 407 $622.10 $253,193.48
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 21

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,533,705

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F22 · price: This transaction was executed in multiple trades ranging from $621.94 to $622.43. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 27, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 500 $621.42 $310,707.80
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 20

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,534,112

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F21 · price: This transaction was executed in multiple trades ranging from $620.87 to $621.80. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 27, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 490 $619.86 $303,733.70
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 19

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,534,612

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F20 · price: This transaction was executed in multiple trades ranging from $619.56 to $620.51. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 27, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 500 $618.62 $309,309.00
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 18

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,535,102

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F19 · price: This transaction was executed in multiple trades ranging from $618.21 to $619.13. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 27, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 200 $616.90 $123,380.00
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 17

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,535,602

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F18 · price: This transaction was executed in multiple trades ranging from $616.75 to $617.05. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 27, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 595 $615.17 $366,025.08
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 16

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,535,802

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F17 · price: This transaction was executed in multiple trades ranging from $614.75 to $615.71. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 27, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 218 $614.13 $133,880.47
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 15

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,536,397

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F16 · price: This transaction was executed in multiple trades ranging from $613.73 to $614.50. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 27, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 400 $612.65 $245,059.00
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 14

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,536,615

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F15 · price: This transaction was executed in multiple trades ranging from $612.23 to $612.95. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 26, 2024 Filed Aug 27, 2024 20:40 UTC
Aujla SandeepEVP and CFO
SaleCommon Stock 32 $622.55 $19,921.60
Disclosure

SEC source: 0001415889-24-022315 · form4-08272024_080814.xml · nonDerivative · entry 1

Aujla Sandeep · CIK 0001987166 · EVP and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,429.679

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on January 3, 2024.

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August 26, 2024 Filed Aug 28, 2024 20:09 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
GiftCommon Stock 1,602 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-022416 · form4-08282024_080848.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: 22,308.9256

F1 · kind: The reporting person gifted these shares to a charitable donor advised fund.

Read SEC document
August 26, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 900 $631.12 $568,008.00
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 13

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,537,015

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F14 · price: This transaction was executed in multiple trades ranging from $631.05 to $631.68. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 26, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 100 $630.01 $63,001.00
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 12

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,537,915

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 26, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 400 $628.17 $251,266.00
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 11

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,538,015

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F13 · price: This transaction was executed in multiple trades ranging from $627.73 to $628.55. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 26, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 900 $626.91 $564,219.99
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 10

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,538,415

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F12 · price: This transaction was executed in multiple trades ranging from $626.18 to $627.11. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 26, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 1,607 $624.78 $1,004,019.05
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 9

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,539,315

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F11 · price: This transaction was executed in multiple trades ranging from $624.57 to $625.20. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 26, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 1,857 $623.89 $1,158,566.70
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 8

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,540,922

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F10 · price: This transaction was executed in multiple trades ranging from $623.42 to $624.04. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 26, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 1,400 $622.57 $871,596.04
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 7

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,542,779

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F9 · price: This transaction was executed in multiple trades ranging from $622.17 to $623.13. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 26, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 1,811 $621.53 $1,125,586.66
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 6

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,544,179

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F8 · price: This transaction was executed in multiple trades ranging from $621.09 to $621.99. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 26, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 5,412 $620.48 $3,358,036.68
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 5

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,545,990

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F7 · price: This transaction was executed in multiple trades ranging from $620.00 to $620.98. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 26, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 10,188 $619.45 $6,310,929.09
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 4

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,551,402

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F6 · price: This transaction was executed in multiple trades ranging from $619.00 to $619.995. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 26, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 16,090 $618.49 $9,951,507.32
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 3

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,561,590

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F5 · price: This transaction was executed in multiple trades ranging from $618.00 to $618.99. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 26, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 20,992 $617.51 $12,962,692.25
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 2

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,577,680

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F4 · price: This transaction was executed in multiple trades ranging from $617.00 to $617.99. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 26, 2024 Filed Aug 28, 2024 20:11 UTC
COOK SCOTT DDirector · Founder
SaleCommon Stock 13,343 $616.71 $8,228,734.84
Disclosure

SEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 1

COOK SCOTT D · CIK 0000938861 · Director · Founder

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 6,598,672

F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023.

F2 · price: This transaction was executed in multiple trades ranging from $616.00 to $616.99. 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.

F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.

Read SEC document
August 13, 2024 Filed Aug 15, 2024 20:24 UTC
Hotz Lauren DSVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative 16 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-021359 · form4-08152024_080802.xml · derivative · entry 5

Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 16 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-for1.

F6 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP).

F4 · derivative.exercise_date: Represents vesting date for Restricted Stock Units.

F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
August 13, 2024 Filed Aug 15, 2024 20:24 UTC
Hotz Lauren DSVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative 16 $540.74 $8,651.84
Disclosure

SEC source: 0001415889-24-021359 · form4-08152024_080802.xml · derivative · entry 4

Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 16 shares

Expires 2024-08-13

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-for1.

F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date.

F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.

Read SEC document
August 13, 2024 Filed Aug 15, 2024 20:24 UTC
Hotz Lauren DSVP, Chief Accounting Officer
Tax withholdingCommon Stock 10.69 $645.83 $6,903.92
Disclosure

SEC source: 0001415889-24-021359 · form4-08152024_080802.xml · nonDerivative · entry 3

Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,990.6602

Read SEC document
August 13, 2024 Filed Aug 15, 2024 20:24 UTC
Hotz Lauren DSVP, Chief Accounting Officer
Exercise / conversionCommon Stock 16 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-021359 · form4-08152024_080802.xml · nonDerivative · entry 2

Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,001.3502

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
August 13, 2024 Filed Aug 15, 2024 20:24 UTC
Hotz Lauren DSVP, Chief Accounting Officer
Exercise / conversionCommon Stock 16 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-021359 · form4-08152024_080802.xml · nonDerivative · entry 1

Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,985.3502

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
August 13, 2024 Filed Aug 15, 2024 20:23 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative 233 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-021357 · form4-08152024_080801.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 233 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-for1.

F6 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP).

F4 · derivative.exercise_date: Represents vesting date for Restricted Stock Units.

F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
August 13, 2024 Filed Aug 15, 2024 20:23 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative 243 $540.74 $131,399.82
Disclosure

SEC source: 0001415889-24-021357 · form4-08152024_080801.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 243 shares

Expires 2024-08-13

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-for1.

F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date.

F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.

Read SEC document
August 13, 2024 Filed Aug 15, 2024 20:23 UTC
FENNELL LAURA AEVP, People and Places
Tax withholdingCommon Stock 226.139 $645.83 $146,047.35
Disclosure

SEC source: 0001415889-24-021357 · form4-08152024_080801.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,768.0426

Read SEC document
August 13, 2024 Filed Aug 15, 2024 20:23 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionCommon Stock 233 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-021357 · form4-08152024_080801.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,994.1816

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
August 13, 2024 Filed Aug 15, 2024 20:23 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionCommon Stock 243 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-021357 · form4-08152024_080801.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,761.1816

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
August 13, 2024 Filed Aug 15, 2024 20:22 UTC
Aujla SandeepEVP and CFO
Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative 129 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-021355 · form4-08152024_080858.xml · derivative · entry 5

Aujla Sandeep · CIK 0001987166 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 129 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-for1.

F6 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP).

F4 · derivative.exercise_date: Represents vesting date for Restricted Stock Units.

F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
August 13, 2024 Filed Aug 15, 2024 20:22 UTC
Aujla SandeepEVP and CFO
Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative 129 $540.74 $69,755.46
Disclosure

SEC source: 0001415889-24-021355 · form4-08152024_080858.xml · derivative · entry 4

Aujla Sandeep · CIK 0001987166 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 129 shares

Expires 2024-08-13

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-for1.

F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date.

F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.

Read SEC document
August 13, 2024 Filed Aug 15, 2024 20:22 UTC
Aujla SandeepEVP and CFO
Tax withholdingCommon Stock 129.453 $645.83 $83,604.63
Disclosure

SEC source: 0001415889-24-021355 · form4-08152024_080858.xml · nonDerivative · entry 3

Aujla Sandeep · CIK 0001987166 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,461.679

Read SEC document
August 13, 2024 Filed Aug 15, 2024 20:22 UTC
Aujla SandeepEVP and CFO
Exercise / conversionCommon Stock 129 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-021355 · form4-08152024_080858.xml · nonDerivative · entry 2

Aujla Sandeep · CIK 0001987166 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,591.132

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

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