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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
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
McLean Kerry JEVP, Gen. Counsel & Corp.Sec.
Exercise / conversionRestricted Stock Units · Derivative 244 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014318 · form4.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: 2,927

Underlying: Common Stock · 244 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: Represents vesting date for this tranche of Restricted Stock Units.

F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
McLean Kerry JEVP, Gen. Counsel & Corp.Sec.
Exercise / conversionRestricted Stock Units · Derivative 178 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014318 · form4.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: 1,428

Underlying: Common Stock · 178 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: Represents vesting date for this tranche of Restricted Stock Units.

F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
McLean Kerry JEVP, Gen. Counsel & Corp.Sec.
Exercise / conversionRestricted Stock Units · Derivative 257 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014318 · form4.xml · derivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,028

Underlying: Common Stock · 257 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: Represents vesting date for this tranche of Restricted Stock Units.

F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
McLean Kerry JEVP, Gen. Counsel & Corp.Sec.
Exercise / conversionRestricted Stock Units · Derivative 191 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014318 · form4.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 191 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: Represents vesting date for this tranche of Restricted Stock Units.

F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
McLean Kerry JEVP, Gen. Counsel & Corp.Sec.
Tax withholdingCommon Stock 303 $458.19 $138,831.57
Disclosure

SEC source: 0001062993-23-014318 · form4.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: 16,330.8936

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
McLean Kerry JEVP, Gen. Counsel & Corp.Sec.
Exercise / conversionCommon Stock 244 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014318 · form4.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: 16,633.8936

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
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
McLean Kerry JEVP, Gen. Counsel & Corp.Sec.
Exercise / conversionCommon Stock 178 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014318 · form4.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: 16,389.8936

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
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
McLean Kerry JEVP, Gen. Counsel & Corp.Sec.
Exercise / conversionCommon Stock 257 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014318 · form4.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: 16,211.8936

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
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
McLean Kerry JEVP, Gen. Counsel & Corp.Sec.
Exercise / conversionCommon Stock 191 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014318 · form4.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: 15,954.8936

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 · balance_after: Includes 9.793 shares of Intuit Inc. common stock acquired by the reporting person on 6/15/2023 through the Intuit Inc. Employee Stock Purchase Plan.

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
Krishna VarunEVP, Consumer Group
Exercise / conversionRestricted Stock Units · Derivative 1,533 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014317 · form4.xml · derivative · entry 9

Krishna Varun · CIK 0001931906 · EVP, Consumer Group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,598

Underlying: Common Stock · 1,533 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: Represents vesting date for this tranche of Restricted Stock Units.

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

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
Krishna VarunEVP, Consumer Group
Exercise / conversionRestricted Stock Units · Derivative 74 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014317 · form4.xml · derivative · entry 8

Krishna Varun · CIK 0001931906 · EVP, Consumer Group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 595

Underlying: Common Stock · 74 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: Represents vesting date for this tranche of Restricted Stock Units.

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

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
Krishna VarunEVP, Consumer Group
Exercise / conversionRestricted Stock Units · Derivative 77 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014317 · form4.xml · derivative · entry 7

Krishna Varun · CIK 0001931906 · EVP, Consumer Group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 309

Underlying: Common Stock · 77 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: Represents vesting date for this tranche of Restricted Stock Units.

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

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
Krishna VarunEVP, Consumer Group
Exercise / conversionRestricted Stock Units · Derivative 80 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014317 · form4.xml · derivative · entry 6

Krishna Varun · CIK 0001931906 · EVP, Consumer Group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 80 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: Represents vesting date for this tranche of Restricted Stock Units.

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

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
Krishna VarunEVP, Consumer Group
Tax withholdingCommon Stock 612 $458.19 $280,412.28
Disclosure

SEC source: 0001062993-23-014317 · form4.xml · nonDerivative · entry 5

Krishna Varun · CIK 0001931906 · EVP, Consumer Group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,534

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
Krishna VarunEVP, Consumer Group
Exercise / conversionCommon Stock 1,533 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014317 · form4.xml · nonDerivative · entry 4

Krishna Varun · CIK 0001931906 · EVP, Consumer Group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,146

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
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
Krishna VarunEVP, Consumer Group
Exercise / conversionCommon Stock 74 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014317 · form4.xml · nonDerivative · entry 3

Krishna Varun · CIK 0001931906 · EVP, Consumer Group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 613

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
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
Krishna VarunEVP, Consumer Group
Exercise / conversionCommon Stock 77 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014317 · form4.xml · nonDerivative · entry 2

Krishna Varun · CIK 0001931906 · EVP, Consumer Group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 539

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
July 01, 2023 Filed Jul 3, 2023 19:23 UTC
Krishna VarunEVP, Consumer Group
Exercise / conversionCommon Stock 80 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014317 · form4.xml · nonDerivative · entry 1

Krishna Varun · CIK 0001931906 · EVP, Consumer Group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 462

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
July 01, 2023 Filed Jul 3, 2023 19:22 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionRestricted Stock Units · Derivative 435 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014316 · form4.xml · derivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,226

Underlying: Common Stock · 435 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: Represents vesting date for this tranche of Restricted Stock Units.

F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:22 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionRestricted Stock Units · Derivative 253 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014316 · form4.xml · derivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,022

Underlying: Common Stock · 253 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: Represents vesting date for this tranche of Restricted Stock Units.

F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:22 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionRestricted Stock Units · Derivative 386 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014316 · form4.xml · derivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,542

Underlying: Common Stock · 386 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: 1-for-1

F3 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units.

F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:22 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionRestricted Stock Units · Derivative 389 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014316 · form4.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 389 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: Represents vesting date for this tranche of Restricted Stock Units.

F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date.

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:22 UTC
FENNELL LAURA AEVP, People and Places
Tax withholdingCommon Stock 618 $458.19 $283,161.42
Disclosure

SEC source: 0001062993-23-014316 · form4.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,895.6116

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:22 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionCommon Stock 435 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014316 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,513.6116

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
July 01, 2023 Filed Jul 3, 2023 19:22 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionCommon Stock 253 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014316 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,078.6116

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
July 01, 2023 Filed Jul 3, 2023 19:22 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionCommon Stock 386 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014316 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,825.6116

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
July 01, 2023 Filed Jul 3, 2023 19:22 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionCommon Stock 389 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014316 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,439.6116

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 · balance_after: Includes 1.461 shares of Intuit Inc. common stock acquired by the reporting person on 6/15/2023 through the Intuit Inc. Employee Stock Purchase Plan.

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Exercise / conversionRestricted Stock Units · Derivative 1,394 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014315 · form4.xml · derivative · entry 9

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,180

Underlying: Common Stock · 1,394 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: Represents vesting date for this tranche of Restricted Stock Units.

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

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Exercise / conversionRestricted Stock Units · Derivative 283 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014315 · form4.xml · derivative · entry 8

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,260

Underlying: Common Stock · 283 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: Represents vesting date for this tranche of Restricted Stock Units.

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

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Exercise / conversionRestricted Stock Units · Derivative 412 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014315 · form4.xml · derivative · entry 7

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,645

Underlying: Common Stock · 412 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: Represents vesting date for this tranche of Restricted Stock Units.

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

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Exercise / conversionRestricted Stock Units · Derivative 389 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014315 · form4.xml · derivative · entry 6

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 389 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: Represents vesting date for this tranche of Restricted Stock Units.

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

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Tax withholdingCommon Stock 1,066 $458.19 $488,430.54
Disclosure

SEC source: 0001062993-23-014315 · form4.xml · nonDerivative · entry 5

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,762

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Exercise / conversionCommon Stock 1,394 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014315 · form4.xml · nonDerivative · entry 4

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,828

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Exercise / conversionCommon Stock 283 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014315 · form4.xml · nonDerivative · entry 3

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,434

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
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Exercise / conversionCommon Stock 412 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014315 · form4.xml · nonDerivative · entry 2

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,151

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
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Exercise / conversionCommon Stock 389 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014315 · form4.xml · nonDerivative · entry 1

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,739

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
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Exercise / conversionRestricted Stock Units · Derivative 1,742 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014314 · form4.xml · derivative · entry 9

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,225

Underlying: Common Stock · 1,742 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: Represents vesting date for this tranche of Restricted Stock Units.

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

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July 01, 2023 Filed Jul 3, 2023 19:21 UTC Exercise / conversionRestricted Stock Units · Derivative 327 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014314 · form4.xml · derivative · entry 8

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,617

Underlying: Common Stock · 327 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: Represents vesting date for this tranche of Restricted Stock Units.

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

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Exercise / conversionRestricted Stock Units · Derivative 360 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014314 · form4.xml · derivative · entry 7

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,440

Underlying: Common Stock · 360 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: Represents vesting date for this tranche of Restricted Stock Units.

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

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Exercise / conversionRestricted Stock Units · Derivative 500 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014314 · form4.xml · derivative · entry 6

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 500 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: Represents vesting date for this tranche of Restricted Stock Units.

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

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Tax withholdingCommon Stock 1,535 $458.19 $703,321.65
Disclosure

SEC source: 0001062993-23-014314 · form4.xml · nonDerivative · entry 5

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,802.7376

Read SEC document
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Exercise / conversionCommon Stock 1,742 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014314 · form4.xml · nonDerivative · entry 4

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,337.7376

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
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Exercise / conversionCommon Stock 327 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014314 · form4.xml · nonDerivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,595.7376

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
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Exercise / conversionCommon Stock 360 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014314 · form4.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,268.7376

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
July 01, 2023 Filed Jul 3, 2023 19:21 UTC Exercise / conversionCommon Stock 500 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-014314 · form4.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 908.7376

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
June 01, 2023 Filed Jun 5, 2023 16:23 UTC
Hotz Lauren DSVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 97 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-012871 · form4.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 965

Underlying: Common Stock · 97 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: Represents vesting and release date for this tranche of 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
June 01, 2023 Filed Jun 5, 2023 16:23 UTC
Hotz Lauren DSVP, Chief Accounting Officer
Tax withholdingCommon Stock 34 $422.12 $14,352.08
Disclosure

SEC source: 0001062993-23-012871 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,002.2252

Read SEC document
June 01, 2023 Filed Jun 5, 2023 16:23 UTC
Hotz Lauren DSVP, Chief Accounting Officer
Exercise / conversionCommon Stock 97 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-012871 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,036.2252

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
May 25, 2023 Filed May 30, 2023 19:13 UTC SaleCommon Stock 706 $418.40 $295,390.40
Disclosure

SEC source: 0001062993-23-012420 · form4.xml · nonDerivative · entry 1

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,350

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May 25, 2023 Filed May 30, 2023 19:12 UTC SaleCommon Stock 563 $418.40 $235,559.20
Disclosure

SEC source: 0001062993-23-012419 · form4.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 408.7376

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.