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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
October 01, 2021 Filed Oct 4, 2021 22:50 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionRestricted Stock Unit · Derivative 1,281 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000247 · edgar.xml · derivative · entry 6

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,737

Underlying: Common Stock · 1,281 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.

F4 · derivative.exercise_price: 1-for-1

F5 · derivative.exercise_date: Represents release date for 1,223 vested restricted stock units and the vesting and release date for 58 restricted stock units to accomodate the withholding of those 58 shares in connection with tax withholding obligations for restricted stock units with a deferred release date of 10/1/2022.

F6 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
October 01, 2021 Filed Oct 4, 2021 22:50 UTC
SMITH BRAD DDirector · Executive Chairman
Tax withholdingCommon Stock 1,409 $543.97 $766,453.73
Disclosure

SEC source: 0000896878-21-000247 · edgar.xml · nonDerivative · entry 5

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 407,121

F3 · shares: Represents shares withheld in connection with tax withholding obligations as follows: 941 shares in connection with deferred release of vested restricted stock units on 10/1/2021; 94 shares in connection with 10/1/2021 vesting of restricted stock units with deferred release date of 10/1/2022; and 374 shares in connection with restricted stock units with a vesting and release date of 10/1/2021.

Read SEC document
October 01, 2021 Filed Oct 4, 2021 22:50 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionCommon Stock 308 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000247 · edgar.xml · nonDerivative · entry 4

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 408,530

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
October 01, 2021 Filed Oct 4, 2021 22:50 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionCommon Stock 444 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000247 · edgar.xml · nonDerivative · entry 3

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 408,222

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
October 01, 2021 Filed Oct 4, 2021 22:50 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionCommon Stock 803 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000247 · edgar.xml · nonDerivative · entry 2

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,778

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 · shares: Represents the deferred release of 767 vested restricted stock units and the vesting and release of an additional 36 restricted stock units to accomodate the withholding of those 36 shares in connection with tax withholding obligations for restricted stock units with a deferred release date of 10/1/2022.

Read SEC document
October 01, 2021 Filed Oct 4, 2021 22:50 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionCommon Stock 1,281 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000247 · edgar.xml · nonDerivative · entry 1

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 406,975

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 · shares: Represents the deferred release of 1,223 vested restricted stock units and the vesting and release of an additional 58 restricted stock units to accomodate the withholding of those 58 shares in connection with tax withholding obligations for restricted stock units with a deferred release date of 10/1/2022.

Read SEC document
October 01, 2021 Filed Oct 4, 2021 22:40 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Unit · Derivative 257 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000245 · edgar.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,827

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.

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Represents vesting date for this traunch 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
October 01, 2021 Filed Oct 4, 2021 22:40 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Unit · Derivative 191 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000245 · edgar.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,332

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.

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Represents vesting date for this traunch 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
October 01, 2021 Filed Oct 4, 2021 22:40 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Unit · Derivative 217 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000245 · edgar.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 649

Underlying: Common Stock · 217 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 traunch 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
October 01, 2021 Filed Oct 4, 2021 22:40 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Tax withholdingCommon Stock 331 $543.97 $180,054.07
Disclosure

SEC source: 0000896878-21-000245 · edgar.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,121

Read SEC document
October 01, 2021 Filed Oct 4, 2021 22:40 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 257 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000245 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,452

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
October 01, 2021 Filed Oct 4, 2021 22:40 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 191 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000245 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,195

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
October 01, 2021 Filed Oct 4, 2021 22:40 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 217 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000245 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,004

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
October 01, 2021 Filed Oct 4, 2021 22:35 UTC
Goodarzi Sasan KDirector · CEO, President & Director
Exercise / conversionRestricted Stock Unit · Derivative 44 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000243 · edgar.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,410

Underlying: Common Stock · 44 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.

F3 · derivative.exercise_price: 1-for-1

F7 · derivative.exercise_date: Represents the vesting and release date for 44 restricted stock units to accomodate the withholding of shares in connection with tax withholding obligations for restricted stock units with a deferred release date of 10/1/2022.

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

Read SEC document
October 01, 2021 Filed Oct 4, 2021 22:35 UTC
Goodarzi Sasan KDirector · CEO, President & Director
Exercise / conversionRestricted Stock Unit · Derivative 887 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000243 · edgar.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,615

Underlying: Common Stock · 887 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.

F3 · derivative.exercise_price: 1-for-1

F6 · derivative.exercise_date: Represents release date for 847 vested restricted stock units and the vesting and release date for 40 restricted stock units to accomodate the withholding of shares in connection with tax withholding obligations for restricted stock units with a deferred release date of 10/1/2022.

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

Read SEC document
October 01, 2021 Filed Oct 4, 2021 22:35 UTC
Goodarzi Sasan KDirector · CEO, President & Director
Exercise / conversionRestricted Stock Unit · Derivative 794 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000243 · edgar.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,380

Underlying: Common Stock · 794 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.

F3 · derivative.exercise_price: 1-for-1

F4 · derivative.exercise_date: Represents vesting and release date for this traunch of Restricted Stock Units.

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

Read SEC document
October 01, 2021 Filed Oct 4, 2021 22:35 UTC
Goodarzi Sasan KDirector · CEO, President & Director
Tax withholdingCommon Stock 879 $543.97 $478,149.63
Disclosure

SEC source: 0000896878-21-000243 · edgar.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 113,635

F2 · shares: Represents shares withheld in connection with tax withholding obligations as follows: 401 shares in connection with deferred release of vested restricted stock units on 10/1/2021; 84 shares in connection with 10/1/2021 vesting of restricted stock units with deferred release date of 10/1/2022; and 394 shares in connection with restricted stock units with a vesting and release date of 10/1/2021.

Read SEC document
October 01, 2021 Filed Oct 4, 2021 22:35 UTC
Goodarzi Sasan KDirector · CEO, President & Director
Exercise / conversionCommon Stock 44 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000243 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 114,514

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
October 01, 2021 Filed Oct 4, 2021 22:35 UTC
Goodarzi Sasan KDirector · CEO, President & Director
Exercise / conversionCommon Stock 887 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000243 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 114,470

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 · shares: Represents the deferred release of 847 vested restricted stock units and the vesting and release of an additional 40 restricted stock units to accomodate the withholding of those 40 shares in connection with tax withholding obligations for restricted stock units with a deferred release date of 10/1/2022.

Read SEC document
October 01, 2021 Filed Oct 4, 2021 22:35 UTC
Goodarzi Sasan KDirector · CEO, President & Director
Exercise / conversionCommon Stock 794 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000243 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 113,583

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
October 01, 2021 Filed Oct 4, 2021 22:33 UTC
FLOURNOY MARK JSVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 52 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000242 · edgar.xml · derivative · entry 7

FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 566

Underlying: Common Stock · 52 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 traunch 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
October 01, 2021 Filed Oct 4, 2021 22:33 UTC
FLOURNOY MARK JSVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 166 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000242 · edgar.xml · derivative · entry 6

FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,166

Underlying: Common Stock · 166 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 traunch 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
October 01, 2021 Filed Oct 4, 2021 22:33 UTC
FLOURNOY MARK JSVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 187 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000242 · edgar.xml · derivative · entry 5

FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 563

Underlying: Common Stock · 187 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 traunch 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
October 01, 2021 Filed Oct 4, 2021 22:33 UTC
FLOURNOY MARK JSVP, Chief Accounting Officer
Tax withholdingCommon Stock 141 $543.97 $76,699.77
Disclosure

SEC source: 0000896878-21-000242 · edgar.xml · nonDerivative · entry 4

FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 264

Read SEC document
October 01, 2021 Filed Oct 4, 2021 22:33 UTC
FLOURNOY MARK JSVP, Chief Accounting Officer
Exercise / conversionCommon Stock 52 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000242 · edgar.xml · nonDerivative · entry 3

FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 405

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

Read SEC document
October 01, 2021 Filed Oct 4, 2021 22:33 UTC
FLOURNOY MARK JSVP, Chief Accounting Officer
Exercise / conversionCommon Stock 166 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000242 · edgar.xml · nonDerivative · entry 2

FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 353

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
October 01, 2021 Filed Oct 4, 2021 22:33 UTC
FLOURNOY MARK JSVP, Chief Accounting Officer
Exercise / conversionCommon Stock 187 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000242 · edgar.xml · nonDerivative · entry 1

FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 187

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
October 01, 2021 Filed Oct 4, 2021 22:28 UTC Exercise / conversionRestricted Stock Unit · Derivative 411 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000239 · edgar.xml · derivative · entry 7

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,524

Underlying: Common Stock · 411 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 traunch 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
October 01, 2021 Filed Oct 4, 2021 22:28 UTC Exercise / conversionRestricted Stock Unit · Derivative 389 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000239 · edgar.xml · derivative · entry 6

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,719

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 traunch 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
October 01, 2021 Filed Oct 4, 2021 22:28 UTC Exercise / conversionRestricted Stock Unit · Derivative 432 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000239 · edgar.xml · derivative · entry 5

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,299

Underlying: Common Stock · 432 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 traunch 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
October 01, 2021 Filed Oct 4, 2021 22:28 UTC Tax withholdingCommon Stock 612 $543.97 $332,909.64
Disclosure

SEC source: 0000896878-21-000239 · edgar.xml · nonDerivative · entry 4

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,166

Read SEC document
October 01, 2021 Filed Oct 4, 2021 22:28 UTC Exercise / conversionCommon Stock 411 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000239 · edgar.xml · nonDerivative · entry 3

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,778

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
October 01, 2021 Filed Oct 4, 2021 22:28 UTC Exercise / conversionCommon Stock 389 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000239 · edgar.xml · nonDerivative · entry 2

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,367

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
October 01, 2021 Filed Oct 4, 2021 22:28 UTC Exercise / conversionCommon Stock 432 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000239 · edgar.xml · nonDerivative · entry 1

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 978

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
October 01, 2021 Filed Oct 4, 2021 22:25 UTC Exercise / conversionRestricted Stock Unit · Derivative 359 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000237 · edgar.xml · derivative · entry 7

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,959

Underlying: Common Stock · 359 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 traunch 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
October 01, 2021 Filed Oct 4, 2021 22:25 UTC Exercise / conversionRestricted Stock Unit · Derivative 500 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000237 · edgar.xml · derivative · entry 6

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,496

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 traunch 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
October 01, 2021 Filed Oct 4, 2021 22:25 UTC Exercise / conversionRestricted Stock Unit · Derivative 93 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000237 · edgar.xml · derivative · entry 5

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 282

Underlying: Common Stock · 93 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 traunch of Restricted Stock Units.

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

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October 01, 2021 Filed Oct 4, 2021 22:25 UTC Tax withholdingCommon Stock 473 $543.97 $257,297.81
Disclosure

SEC source: 0000896878-21-000237 · edgar.xml · nonDerivative · entry 4

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 779

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October 01, 2021 Filed Oct 4, 2021 22:25 UTC Exercise / conversionCommon Stock 359 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000237 · edgar.xml · nonDerivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,252

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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October 01, 2021 Filed Oct 4, 2021 22:25 UTC Exercise / conversionCommon Stock 500 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000237 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 893

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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October 01, 2021 Filed Oct 4, 2021 22:25 UTC Exercise / conversionCommon Stock 93 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000237 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 393

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 29, 2021 Filed Sep 30, 2021 16:28 UTC
FLOURNOY MARK JSVP, Chief Accounting Officer
SaleCommon Stock 389 $551.33 $214,467.37
Disclosure

SEC source: 0000896878-21-000235 · edgar.xml · nonDerivative · entry 1

FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

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September 02, 2021 Filed Sep 3, 2021 00:51 UTC SaleCommon Stock 900 $564.63 $508,163.40
Disclosure

SEC source: 0000896878-21-000217 · edgar.xml · nonDerivative · entry 7

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 546

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2020.

F6 · price: This transaction was executed in multiple trades ranging from $564.38 to $565.06. 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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September 02, 2021 Filed Sep 3, 2021 00:51 UTC SaleCommon Stock 3,255 $563.71 $1,834,885.82
Disclosure

SEC source: 0000896878-21-000217 · edgar.xml · nonDerivative · entry 6

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,446

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2020.

F5 · price: This transaction was executed in multiple trades ranging from $563.33 to $564.12. 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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September 02, 2021 Filed Sep 3, 2021 00:51 UTC SaleCommon Stock 2,500 $562.72 $1,406,797.50
Disclosure

SEC source: 0000896878-21-000217 · edgar.xml · nonDerivative · entry 5

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,701

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2020.

F4 · price: This transaction was executed in multiple trades ranging from $562.24 to $563.22. 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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September 02, 2021 Filed Sep 3, 2021 00:51 UTC SaleCommon Stock 300 $561.71 $168,512.40
Disclosure

SEC source: 0000896878-21-000217 · edgar.xml · nonDerivative · entry 4

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,201

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2020.

F3 · price: This transaction was executed in multiple trades ranging from $561.04 to $562.04. 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.

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September 02, 2021 Filed Sep 3, 2021 00:51 UTC SaleCommon Stock 2,388 $560.16 $1,337,652.53
Disclosure

SEC source: 0000896878-21-000217 · edgar.xml · nonDerivative · entry 3

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,501

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2020.

F2 · price: This transaction was executed in multiple trades ranging from $559.70 to $560.62. 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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September 02, 2021 Filed Sep 2, 2021 22:33 UTC SaleCommon Stock 100 $564.82 $56,481.50
Disclosure

SEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 15

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person.

F9 · price: This transaction was executed in multiple trades ranging from $564.80 to $564.83. 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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September 02, 2021 Filed Sep 2, 2021 22:33 UTC SaleCommon Stock 585 $563.92 $329,893.96
Disclosure

SEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 14

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 400

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person.

F8 · price: This transaction was executed in multiple trades ranging from $563.69 to $564.31. 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.

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September 02, 2021 Filed Sep 2, 2021 22:33 UTC SaleCommon Stock 550 $563.08 $309,691.80
Disclosure

SEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 13

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 985

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person.

F7 · price: This transaction was executed in multiple trades ranging from $562.56 to $563.54. 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.