Tapewire

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
August 26, 2021 Filed Aug 30, 2021 19:08 UTC
Johnson Gregory NEVP, Consumer Group
SaleCommon Stock 317 $547.30 $173,492.55
Disclosure

SEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 11

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,187

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021.

F11 · price: This transaction was executed in multiple trades ranging from $546.88 to $547.70. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 26, 2021 Filed Aug 30, 2021 19:08 UTC
Johnson Gregory NEVP, Consumer Group
SaleCommon Stock 740 $555.96 $411,410.40
Disclosure

SEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 10

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,504

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021.

F10 · price: This transaction was executed in multiple trades ranging from $555.62 to $556.42. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 26, 2021 Filed Aug 30, 2021 19:08 UTC
Johnson Gregory NEVP, Consumer Group
SaleCommon Stock 1,172 $554.65 $650,050.39
Disclosure

SEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 9

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,244

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021.

F9 · price: This transaction was executed in multiple trades ranging from $554.35 to $555.31. 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.

Read SEC document
August 26, 2021 Filed Aug 30, 2021 19:08 UTC
Johnson Gregory NEVP, Consumer Group
SaleCommon Stock 1,244 $553.98 $689,149.01
Disclosure

SEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 8

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,416

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021.

F8 · price: This transaction was executed in multiple trades ranging from $553.32 to $554.30. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 26, 2021 Filed Aug 30, 2021 19:08 UTC
Johnson Gregory NEVP, Consumer Group
SaleCommon Stock 1,045 $552.52 $577,385.28
Disclosure

SEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 7

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,660

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021.

F7 · price: This transaction was executed in multiple trades ranging from $552.05 to $552.90. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 26, 2021 Filed Aug 30, 2021 19:08 UTC
Johnson Gregory NEVP, Consumer Group
SaleCommon Stock 1,042 $551.34 $574,496.18
Disclosure

SEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 6

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,705

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021.

F6 · price: This transaction was executed in multiple trades ranging from $550.96 to $551.95. 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.

Read SEC document
August 26, 2021 Filed Aug 30, 2021 19:08 UTC
Johnson Gregory NEVP, Consumer Group
SaleCommon Stock 69 $549.46 $37,912.55
Disclosure

SEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 5

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,747

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021.

F5 · price: This transaction was executed in multiple trades ranging from $549.42 to $549.62. 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.

Read SEC document
August 26, 2021 Filed Aug 30, 2021 19:08 UTC
Johnson Gregory NEVP, Consumer Group
SaleCommon Stock 1,185 $549.01 $650,581.59
Disclosure

SEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 4

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,816

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021.

F4 · price: This transaction was executed in multiple trades ranging from $548.33 to $549.26. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 26, 2021 Filed Aug 30, 2021 19:08 UTC
Johnson Gregory NEVP, Consumer Group
SaleCommon Stock 364 $547.71 $199,367.86
Disclosure

SEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 3

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,001

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021.

F3 · price: This transaction was executed in multiple trades ranging from $547.31 to $548.22. 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.

Read SEC document
August 26, 2021 Filed Aug 30, 2021 19:08 UTC
Johnson Gregory NEVP, Consumer Group
SaleCommon Stock 94 $547.04 $51,421.32
Disclosure

SEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 2

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,365

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021.

F2 · price: This transaction was executed in multiple trades ranging from $546.25 to $547.11. 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.

Read SEC document
August 26, 2021 Filed Aug 30, 2021 19:08 UTC
Johnson Gregory NEVP, Consumer Group
Exercise / conversionCommon Stock 6,955 $107.25 $745,923.75
Disclosure

SEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 1

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,459

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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021.

Read SEC document
August 26, 2021 Filed Aug 30, 2021 19:03 UTC SaleCommon Stock 1,652 $549.26 $907,377.52
Disclosure

SEC source: 0000896878-21-000209 · edgar.xml · nonDerivative · entry 1

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.

Read SEC document
August 26, 2021 Filed Aug 30, 2021 18:59 UTC SaleCommon Stock 481 $549.26 $264,194.06
Disclosure

SEC source: 0000896878-21-000207 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,520

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

Read SEC document
August 13, 2021 Filed Aug 16, 2021 20:12 UTC
SMITH BRAD DDirector · Executive Chairman
GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 261 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000202 · edgar.xml · derivative · entry 2

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 261

Underlying: Common Stock · 261 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

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 and settlement date for Restricted Stock Units (MSPP Matching Award).

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, 2021 Filed Aug 16, 2021 20:12 UTC
SMITH BRAD DDirector · Executive Chairman
GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 261 $540.74 $141,133.14
Disclosure

SEC source: 0000896878-21-000202 · edgar.xml · derivative · entry 1

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 261

Underlying: Common Stock · 261 shares

Expires 2024-08-13

F1 · derivative.exercise_price: 1-for-1

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, 2021 Filed Aug 16, 2021 20:08 UTC
FENNELL LAURA AEVP, People and Places
GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 243 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000200 · edgar.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243

Underlying: Common Stock · 243 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

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 and settlement date for Restricted Stock Units (MSPP Matching Award).

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, 2021 Filed Aug 16, 2021 20:08 UTC
FENNELL LAURA AEVP, People and Places
GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 243 $540.74 $131,399.82
Disclosure

SEC source: 0000896878-21-000200 · edgar.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243

Underlying: Common Stock · 243 shares

Expires 2024-08-13

F1 · derivative.exercise_price: 1-for-1

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, 2021 Filed Aug 16, 2021 20:04 UTC GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 243 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000198 · edgar.xml · derivative · entry 2

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243

Underlying: Common Stock · 243 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

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 and settlement date for Restricted Stock Units (MSPP Matching Award).

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, 2021 Filed Aug 16, 2021 20:04 UTC GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 243 $540.74 $131,399.82
Disclosure

SEC source: 0000896878-21-000198 · edgar.xml · derivative · entry 1

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243

Underlying: Common Stock · 243 shares

Expires 2024-08-13

F1 · derivative.exercise_price: 1-for-1

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, 2021 Filed Aug 16, 2021 19:59 UTC GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 243 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000196 · edgar.xml · derivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243

Underlying: Common Stock · 243 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

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 and settlement date for Restricted Stock Units (MSPP Matching Award).

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, 2021 Filed Aug 16, 2021 19:59 UTC GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 243 $540.74 $131,399.82
Disclosure

SEC source: 0000896878-21-000196 · edgar.xml · derivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243

Underlying: Common Stock · 243 shares

Expires 2024-08-13

F1 · derivative.exercise_price: 1-for-1

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 10, 2021 Filed Aug 12, 2021 18:42 UTC
Tessel MariannaEVP, Chief Technology Officer
Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative 271 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000194 · edgar.xml · derivative · entry 5

Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 271 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1

F5 · 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 and settlement date. Restricted Stock Units (MSPP Matching Award) vest 3 years from grant date.

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

Read SEC document
August 10, 2021 Filed Aug 12, 2021 18:42 UTC
Tessel MariannaEVP, Chief Technology Officer
Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative 271 $211.01 $57,183.71
Disclosure

SEC source: 0000896878-21-000194 · edgar.xml · derivative · entry 4

Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 271 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 settlement date. Restricted Stock Units (MSPP Purchase 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: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
August 10, 2021 Filed Aug 12, 2021 18:42 UTC
Tessel MariannaEVP, Chief Technology Officer
Tax withholdingCommon Stock 263 $530.13 $139,424.19
Disclosure

SEC source: 0000896878-21-000194 · edgar.xml · nonDerivative · entry 3

Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,355

Read SEC document
August 10, 2021 Filed Aug 12, 2021 18:42 UTC
Tessel MariannaEVP, Chief Technology Officer
Exercise / conversionCommon Stock 271 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000194 · edgar.xml · nonDerivative · entry 2

Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,618

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 10, 2021 Filed Aug 12, 2021 18:42 UTC
Tessel MariannaEVP, Chief Technology Officer
Exercise / conversionCommon Stock 271 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000194 · edgar.xml · nonDerivative · entry 1

Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,347

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 10, 2021 Filed Aug 12, 2021 18:37 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative 1,415 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000191 · edgar.xml · derivative · entry 5

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,415 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1

F5 · 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 and settlement date. Restricted Stock Units (MSPP Matching Award) vest 3 years from grant date.

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

Read SEC document
August 10, 2021 Filed Aug 12, 2021 18:37 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative 1,467 $211.01 $309,551.67
Disclosure

SEC source: 0000896878-21-000191 · edgar.xml · derivative · entry 4

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,467 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 settlement date. Restricted Stock Units (MSPP Purchase 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: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
August 10, 2021 Filed Aug 12, 2021 18:37 UTC
SMITH BRAD DDirector · Executive Chairman
Tax withholdingCommon Stock 1,369 $530.13 $725,747.97
Disclosure

SEC source: 0000896878-21-000191 · edgar.xml · nonDerivative · entry 3

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 361,819

Read SEC document
August 10, 2021 Filed Aug 12, 2021 18:37 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionCommon Stock 1,415 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000191 · edgar.xml · nonDerivative · entry 2

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 363,188

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 10, 2021 Filed Aug 12, 2021 18:37 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionCommon Stock 1,467 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000191 · edgar.xml · nonDerivative · entry 1

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 361,773

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 10, 2021 Filed Aug 12, 2021 18:34 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative 170 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000189 · 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: 0

Underlying: Common Stock · 170 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1

F5 · 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 and settlement date. Restricted Stock Units (MSPP Matching Award) vest 3 years from grant date.

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

Read SEC document
August 10, 2021 Filed Aug 12, 2021 18:34 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative 177 $211.01 $37,348.77
Disclosure

SEC source: 0000896878-21-000189 · edgar.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 177 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 settlement date. Restricted Stock Units (MSPP Purchase 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: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
August 10, 2021 Filed Aug 12, 2021 18:34 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Tax withholdingCommon Stock 166 $530.13 $88,001.58
Disclosure

SEC source: 0000896878-21-000189 · 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: 4,145

Read SEC document
August 10, 2021 Filed Aug 12, 2021 18:34 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 170 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000189 · 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: 4,311

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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August 10, 2021 Filed Aug 12, 2021 18:34 UTC
McLean Kerry JEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 177 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000189 · 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: 4,141

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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August 10, 2021 Filed Aug 12, 2021 18:31 UTC
FLOURNOY MARK JSVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative 91 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000187 · edgar.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 91 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1

F5 · 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 and settlement date. Restricted Stock Units (MSPP Matching Award) vest 3 years from grant date.

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

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August 10, 2021 Filed Aug 12, 2021 18:31 UTC
FLOURNOY MARK JSVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative 95 $211.01 $20,045.95
Disclosure

SEC source: 0000896878-21-000187 · edgar.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 95 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 settlement date. Restricted Stock Units (MSPP Purchase 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: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
August 10, 2021 Filed Aug 12, 2021 18:31 UTC
FLOURNOY MARK JSVP, Chief Accounting Officer
Tax withholdingCommon Stock 61 $530.13 $32,337.93
Disclosure

SEC source: 0000896878-21-000187 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,909

Read SEC document
August 10, 2021 Filed Aug 12, 2021 18:31 UTC
FLOURNOY MARK JSVP, Chief Accounting Officer
Exercise / conversionCommon Stock 91 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000187 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,970

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 10, 2021 Filed Aug 12, 2021 18:31 UTC
FLOURNOY MARK JSVP, Chief Accounting Officer
Exercise / conversionCommon Stock 95 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000187 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,879

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 10, 2021 Filed Aug 12, 2021 17:00 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative 490 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000185 · edgar.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 490 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1

F5 · 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 and settlement date. Restricted Stock Units (MSPP Matching Award) vest 3 years from grant date.

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

Read SEC document
August 10, 2021 Filed Aug 12, 2021 17:00 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative 509 $211.01 $107,404.09
Disclosure

SEC source: 0000896878-21-000185 · edgar.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 509 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 settlement date. Restricted Stock Units (MSPP Purchase 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: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
August 10, 2021 Filed Aug 12, 2021 17:00 UTC
FENNELL LAURA AEVP, People and Places
Tax withholdingCommon Stock 476 $530.13 $252,341.88
Disclosure

SEC source: 0000896878-21-000185 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,695

Read SEC document
August 10, 2021 Filed Aug 12, 2021 17:00 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionCommon Stock 490 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000185 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,171

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 10, 2021 Filed Aug 12, 2021 17:00 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionCommon Stock 509 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000185 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,681

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 10, 2021 Filed Aug 12, 2021 16:54 UTC Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative 398 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000183 · edgar.xml · derivative · entry 5

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 398 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1

F5 · 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 and settlement date. Restricted Stock Units (MSPP Matching Award) vest 3 years from grant date.

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

Read SEC document
August 10, 2021 Filed Aug 12, 2021 16:54 UTC Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative 398 $211.01 $83,981.98
Disclosure

SEC source: 0000896878-21-000183 · edgar.xml · derivative · entry 4

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 398 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 settlement date. Restricted Stock Units (MSPP Purchase 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: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
August 10, 2021 Filed Aug 12, 2021 16:54 UTC Tax withholdingCommon Stock 386 $530.13 $204,630.18
Disclosure

SEC source: 0000896878-21-000183 · edgar.xml · nonDerivative · entry 3

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,198

Read SEC document
August 10, 2021 Filed Aug 12, 2021 16:54 UTC Exercise / conversionCommon Stock 398 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000183 · edgar.xml · nonDerivative · entry 2

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,584

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.