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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
September 01, 2020 Filed Sep 3, 2020 16:29 UTC Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative 12,297 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000160 · edgar.xml · derivative · entry 6

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,297 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.

F5 · derivative.exercise_price: 1-for-1

F6 · shares: Represents the awarded and vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives.

F7 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units (performance-based vesting).

F8 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.

Read SEC document
September 01, 2020 Filed Sep 3, 2020 16:29 UTC Tax withholdingCommon Stock 6,099 $347.18 $2,117,450.82
Disclosure

SEC source: 0000896878-20-000160 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,419

Read SEC document
September 01, 2020 Filed Sep 3, 2020 16:29 UTC Exercise / conversionCommon Stock 12,297 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000160 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,518

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 31, 2020 Filed Oct 1, 2020 15:56 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
GiftCommon Stock 250,000 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000180 · edgar.xml · nonDerivative · entry 2

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 6,866,469

F1 · ownership.nature: Shares held in trusts as follows: 6,572,601 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93, 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, and 250,000 shares held by the Scott D. Cook 2020 GRAT. The reporting person is a trustee or beneficiiary of each of these trusts.

Read SEC document
August 31, 2020 Filed Oct 1, 2020 15:56 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
GiftCommon Stock 1,203,563 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000180 · edgar.xml · nonDerivative · entry 1

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 7,116,469

Read SEC document
August 28, 2020 Filed Aug 31, 2020 20:58 UTC
Goodarzi Sasan KDirector · CEO, President & Director
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 22,884 $0.00 Strike: $113.19 $0.00
Disclosure

SEC source: 0000896878-20-000154 · edgar.xml · derivative · entry 13

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 22,884 shares

Expires 2023-07-20

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 28, 2020 Filed Aug 31, 2020 20:58 UTC
Goodarzi Sasan KDirector · CEO, President & Director
SaleCommon Stock 402 $347.37 $139,643.75
Disclosure

SEC source: 0000896878-20-000154 · edgar.xml · nonDerivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,144

F7 · price: This transaction was executed in multiple trades ranging from $347.37 to $347.38. 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 28, 2020 Filed Aug 31, 2020 20:58 UTC
Goodarzi Sasan KDirector · CEO, President & Director
SaleCommon Stock 2,527 $346.39 $875,336.37
Disclosure

SEC source: 0000896878-20-000154 · edgar.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,546

F6 · price: This transaction was executed in multiple trades ranging from $346.06 to $346.89. 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 28, 2020 Filed Aug 31, 2020 20:58 UTC
Goodarzi Sasan KDirector · CEO, President & Director
SaleCommon Stock 12,388 $345.52 $4,280,301.76
Disclosure

SEC source: 0000896878-20-000154 · edgar.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,073

F5 · price: This transaction was executed in multiple trades ranging from $345 to $345.99. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 28, 2020 Filed Aug 31, 2020 20:58 UTC
Goodarzi Sasan KDirector · CEO, President & Director
SaleCommon Stock 7,567 $344.37 $2,605,847.79
Disclosure

SEC source: 0000896878-20-000154 · edgar.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,461

F4 · price: This transaction was executed in multiple trades ranging from $344 to $344.82. 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 28, 2020 Filed Aug 31, 2020 20:58 UTC
Goodarzi Sasan KDirector · CEO, President & Director
Exercise / conversionCommon Stock 22,884 $113.19 $2,590,239.96
Disclosure

SEC source: 0000896878-20-000154 · edgar.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,028

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

Read SEC document
August 27, 2020 Filed Aug 31, 2020 21:24 UTC
SMITH BRAD DDirector · Executive Chairman
SaleCommon Stock 3,154 $344.18 $1,085,538.67
Disclosure

SEC source: 0000896878-20-000158 · edgar.xml · nonDerivative · entry 6

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Indirect · By Charitable Trust

Disclosed balance after: 0

F6 · price: This transaction was executed in multiple trades ranging from $343.72 to $344.48. 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 27, 2020 Filed Aug 31, 2020 21:24 UTC
SMITH BRAD DDirector · Executive Chairman
SaleCommon Stock 2,133 $343.01 $731,640.76
Disclosure

SEC source: 0000896878-20-000158 · edgar.xml · nonDerivative · entry 5

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Indirect · By Charitable Trust

Disclosed balance after: 3,154

F5 · price: This transaction was executed in multiple trades ranging from $342.61 to $343.56. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 27, 2020 Filed Aug 31, 2020 21:24 UTC
SMITH BRAD DDirector · Executive Chairman
SaleCommon Stock 8,324 $342.03 $2,847,049.40
Disclosure

SEC source: 0000896878-20-000158 · edgar.xml · nonDerivative · entry 4

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Indirect · By Charitable Trust

Disclosed balance after: 5,287

F4 · price: This transaction was executed in multiple trades ranging from $341.58 to $342.55. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 27, 2020 Filed Aug 31, 2020 21:24 UTC
SMITH BRAD DDirector · Executive Chairman
SaleCommon Stock 1,709 $340.89 $582,589.21
Disclosure

SEC source: 0000896878-20-000158 · edgar.xml · nonDerivative · entry 3

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Indirect · By Charitable Trust

Disclosed balance after: 13,611

F3 · price: This transaction was executed in multiple trades ranging from $340.535 to $341.53. 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 27, 2020 Filed Aug 31, 2020 21:24 UTC
SMITH BRAD DDirector · Executive Chairman
SaleCommon Stock 3,453 $339.93 $1,173,770.35
Disclosure

SEC source: 0000896878-20-000158 · edgar.xml · nonDerivative · entry 2

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Indirect · By Charitable Trust

Disclosed balance after: 15,320

F1 · price: This transaction was executed in multiple trades ranging from $339.52 to $340.46. 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.

F2 · ownership.nature: Shares are held in a charitable trust of which the reporting person is Trustee.

Read SEC document
August 27, 2020 Filed Aug 31, 2020 21:24 UTC
SMITH BRAD DDirector · Executive Chairman
GiftCommon Stock 15,615 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000158 · edgar.xml · nonDerivative · entry 1

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 304,706

Read SEC document
August 27, 2020 Filed Aug 31, 2020 21:02 UTC
Johnson Gregory NEVP, Consumer Group
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 803 $0.00 Strike: $82.59 $0.00
Disclosure

SEC source: 0000896878-20-000156 · edgar.xml · derivative · entry 7

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 803 shares

Expires 2021-07-23

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

Read SEC document
August 27, 2020 Filed Aug 31, 2020 21:02 UTC
Johnson Gregory NEVP, Consumer Group
SaleCommon Stock 16 $344.38 $5,510.08
Disclosure

SEC source: 0000896878-20-000156 · edgar.xml · nonDerivative · entry 6

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,123

Read SEC document
August 27, 2020 Filed Aug 31, 2020 21:02 UTC
Johnson Gregory NEVP, Consumer Group
SaleCommon Stock 1,848 $342.58 $633,090.80
Disclosure

SEC source: 0000896878-20-000156 · edgar.xml · nonDerivative · entry 5

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,139

F2 · price: This transaction was executed in multiple trades ranging from $342.26 to $343.21. 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 27, 2020 Filed Aug 31, 2020 21:02 UTC
Johnson Gregory NEVP, Consumer Group
SaleCommon Stock 2 $340.24 $680.48
Disclosure

SEC source: 0000896878-20-000156 · edgar.xml · nonDerivative · entry 4

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,987

Read SEC document
August 27, 2020 Filed Aug 31, 2020 21:02 UTC
Johnson Gregory NEVP, Consumer Group
SaleCommon Stock 400 $339.23 $135,690.00
Disclosure

SEC source: 0000896878-20-000156 · edgar.xml · nonDerivative · entry 3

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,989

F1 · price: This transaction was executed in multiple trades ranging from $339.06 to $339.38. 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 27, 2020 Filed Aug 31, 2020 21:02 UTC
Johnson Gregory NEVP, Consumer Group
SaleCommon Stock 803 $341.84 $274,497.52
Disclosure

SEC source: 0000896878-20-000156 · edgar.xml · nonDerivative · entry 2

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,389

Read SEC document
August 27, 2020 Filed Aug 31, 2020 21:02 UTC
Johnson Gregory NEVP, Consumer Group
Exercise / conversionCommon Stock 803 $82.59 $66,319.77
Disclosure

SEC source: 0000896878-20-000156 · edgar.xml · nonDerivative · entry 1

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,192

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

Read SEC document
August 27, 2020 Filed Aug 31, 2020 20:58 UTC
Goodarzi Sasan KDirector · CEO, President & Director
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 74,096 $0.00 Strike: $107.25 $0.00
Disclosure

SEC source: 0000896878-20-000154 · edgar.xml · derivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 74,096 shares

Expires 2022-07-22

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

Read SEC document
August 27, 2020 Filed Aug 31, 2020 20:58 UTC
Goodarzi Sasan KDirector · CEO, President & Director
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 87,162 $0.00 Strike: $113.19 $0.00
Disclosure

SEC source: 0000896878-20-000154 · edgar.xml · derivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,884

Underlying: Common Stock · 87,162 shares

Expires 2023-07-20

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

Read SEC document
August 27, 2020 Filed Aug 31, 2020 20:58 UTC
Goodarzi Sasan KDirector · CEO, President & Director
SaleCommon Stock 80,320 $345.12 $27,720,038.40
Disclosure

SEC source: 0000896878-20-000154 · edgar.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,144

F3 · price: This transaction was executed in multiple trades ranging from $345 to $345.43. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 27, 2020 Filed Aug 31, 2020 20:58 UTC
Goodarzi Sasan KDirector · CEO, President & Director
SaleCommon Stock 65,335 $346.01 $22,606,563.35
Disclosure

SEC source: 0000896878-20-000154 · edgar.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 147,464

F2 · price: This transaction was executed in multiple trades ranging from $345.48 to $346.43. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 27, 2020 Filed Aug 31, 2020 20:58 UTC
Goodarzi Sasan KDirector · CEO, President & Director
SaleCommon Stock 15,603 $346.98 $5,413,928.94
Disclosure

SEC source: 0000896878-20-000154 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 212,799

F1 · price: This transaction was executed in multiple trades ranging from $346.46 to $347.45. 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 27, 2020 Filed Aug 31, 2020 20:58 UTC
Goodarzi Sasan KDirector · CEO, President & Director
Exercise / conversionCommon Stock 74,096 $107.25 $7,946,796.00
Disclosure

SEC source: 0000896878-20-000154 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 228,402

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

Read SEC document
August 27, 2020 Filed Aug 31, 2020 20:58 UTC
Goodarzi Sasan KDirector · CEO, President & Director
Exercise / conversionCommon Stock 87,162 $113.19 $9,865,866.78
Disclosure

SEC source: 0000896878-20-000154 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,306

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

Read SEC document
August 27, 2020 Filed Aug 31, 2020 20:56 UTC Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 10,198 $0.00 Strike: $113.19 $0.00
Disclosure

SEC source: 0000896878-20-000152 · edgar.xml · derivative · entry 9

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,198 shares

Expires 2023-07-20

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

Read SEC document
August 27, 2020 Filed Aug 31, 2020 20:56 UTC SaleCommon Stock 253 $347.11 $87,817.92
Disclosure

SEC source: 0000896878-20-000152 · edgar.xml · nonDerivative · entry 8

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 546

F7 · price: This transaction was executed in multiple trades ranging from $347.06 to $347.15. 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 27, 2020 Filed Aug 31, 2020 20:56 UTC SaleCommon Stock 3,734 $346.18 $1,292,627.53
Disclosure

SEC source: 0000896878-20-000152 · edgar.xml · nonDerivative · entry 7

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 799

F6 · price: This transaction was executed in multiple trades ranging from $345.99 to $346.53. 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 27, 2020 Filed Aug 31, 2020 20:56 UTC SaleCommon Stock 1,837 $345.58 $634,829.36
Disclosure

SEC source: 0000896878-20-000152 · edgar.xml · nonDerivative · entry 6

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,533

F5 · price: This transaction was executed in multiple trades ranging from $344.99 to $345.96. 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 27, 2020 Filed Aug 31, 2020 20:56 UTC SaleCommon Stock 2,379 $344.05 $818,505.42
Disclosure

SEC source: 0000896878-20-000152 · edgar.xml · nonDerivative · entry 5

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,370

F4 · price: This transaction was executed in multiple trades ranging from $343.56 to $344.41. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 27, 2020 Filed Aug 31, 2020 20:56 UTC SaleCommon Stock 3,401 $342.60 $1,165,171.04
Disclosure

SEC source: 0000896878-20-000152 · edgar.xml · nonDerivative · entry 4

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,749

F3 · price: This transaction was executed in multiple trades ranging from $342.27 to $343.24. 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 27, 2020 Filed Aug 31, 2020 20:56 UTC SaleCommon Stock 3,502 $341.70 $1,196,627.10
Disclosure

SEC source: 0000896878-20-000152 · edgar.xml · nonDerivative · entry 3

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,150

F2 · price: This transaction was executed in multiple trades ranging from $341.22 to $342.21. 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 27, 2020 Filed Aug 31, 2020 20:56 UTC SaleCommon Stock 1,000 $340.09 $340,092.00
Disclosure

SEC source: 0000896878-20-000152 · edgar.xml · nonDerivative · entry 2

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,652

F1 · price: This transaction was executed in multiple trades ranging from $339.72 to $340.65. 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 27, 2020 Filed Aug 31, 2020 20:56 UTC Exercise / conversionCommon Stock 10,198 $113.19 $1,154,311.62
Disclosure

SEC source: 0000896878-20-000152 · edgar.xml · nonDerivative · entry 1

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,652

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

Read SEC document
August 27, 2020 Filed Aug 31, 2020 20:51 UTC SaleCommon Stock 2,247 $341.84 $768,114.48
Disclosure

SEC source: 0000896878-20-000150 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in August 2019.

Read SEC document
August 14, 2020 Filed Aug 17, 2020 19:15 UTC
McLean Kerry JEVP, Gen. Counsel & Corp Sec.
GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 136 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000139 · edgar.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 136

Underlying: Common Stock · 136 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.

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August 14, 2020 Filed Aug 17, 2020 19:15 UTC
McLean Kerry JEVP, Gen. Counsel & Corp Sec.
GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 136 $305.54 $41,553.44
Disclosure

SEC source: 0000896878-20-000139 · edgar.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 136

Underlying: Common Stock · 136 shares

Expires 2023-08-14

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.

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August 14, 2020 Filed Aug 17, 2020 19:17 UTC
Tessel MariannaEVP & Chief Technology Officer
GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 344 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000141 · edgar.xml · derivative · entry 2

Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 344

Underlying: Common Stock · 344 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.

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August 14, 2020 Filed Aug 17, 2020 19:17 UTC
Tessel MariannaEVP & Chief Technology Officer
GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 344 $305.54 $105,105.76
Disclosure

SEC source: 0000896878-20-000141 · edgar.xml · derivative · entry 1

Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 344

Underlying: Common Stock · 344 shares

Expires 2023-08-14

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 14, 2020 Filed Aug 17, 2020 19:13 UTC
FENNELL LAURA AEVP, People and Places
GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 344 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000137 · edgar.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 344

Underlying: Common Stock · 344 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 14, 2020 Filed Aug 17, 2020 19:13 UTC
FENNELL LAURA AEVP, People and Places
GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 344 $305.54 $105,105.76
Disclosure

SEC source: 0000896878-20-000137 · edgar.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 344

Underlying: Common Stock · 344 shares

Expires 2023-08-14

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 14, 2020 Filed Aug 17, 2020 19:12 UTC GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 344 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000136 · edgar.xml · derivative · entry 2

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 344

Underlying: Common Stock · 344 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 14, 2020 Filed Aug 17, 2020 19:12 UTC GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 344 $305.54 $105,105.76
Disclosure

SEC source: 0000896878-20-000136 · edgar.xml · derivative · entry 1

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 344

Underlying: Common Stock · 344 shares

Expires 2023-08-14

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 14, 2020 Filed Aug 17, 2020 19:09 UTC GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 344 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000133 · edgar.xml · derivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 344

Underlying: Common Stock · 344 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

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