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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 103 |
| Jan 2026 | 0 | 4 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 3 |
| Apr 2026 | 0 | 0 |
| May 2026 | 2 | 0 |
| Jun 2026 | 0 | 5 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 2 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 14, 2020 Filed Aug 17, 2020 19:09 UTC |
Chriss James AlexanderEVP, SBSEG
|
GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative | 344 | $305.54 | $105,105.76 |
DisclosureSEC source: 0000896878-20-000133 · edgar.xml · derivative · entry 1 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 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 11, 2020 Filed Aug 13, 2020 01:34 UTC |
SMITH BRAD DDirector · Executive Chairman
|
Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 1,947 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000131 · edgar.xml · derivative · entry 6 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,947 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 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) have no expiration date; these securities either vest or are canceled prior to vesting date. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:34 UTC |
SMITH BRAD DDirector · Executive Chairman
|
Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 2,017 | $136.60 | $275,522.20 |
DisclosureSEC source: 0000896878-20-000131 · 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 · 2,017 shares Expires 2020-08-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:34 UTC |
SMITH BRAD DDirector · Executive Chairman
|
Tax withholdingCommon Stock | 1,884 | $299.20 | $563,692.80 |
DisclosureSEC source: 0000896878-20-000131 · edgar.xml · nonDerivative · entry 3 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,321 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:34 UTC |
SMITH BRAD DDirector · Executive Chairman
|
Exercise / conversionCommon Stock | 1,947 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000131 · edgar.xml · nonDerivative · entry 2 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,205 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 11, 2020 Filed Aug 13, 2020 01:34 UTC |
SMITH BRAD DDirector · Executive Chairman
|
Exercise / conversionCommon Stock | 2,017 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000131 · edgar.xml · nonDerivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,258 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 11, 2020 Filed Aug 13, 2020 01:32 UTC |
McLean Kerry JEVP, Gen. Counsel & Corp Sec.
|
Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000130 · 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 · 190 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). F3 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). F4 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) have no expiration date; these securities either vest or are canceled prior to vesting date. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:32 UTC |
McLean Kerry JEVP, Gen. Counsel & Corp Sec.
|
Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 197 | $136.60 | $26,910.20 |
DisclosureSEC source: 0000896878-20-000130 · 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 · 197 shares Expires 2020-08-11 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 for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. F2 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:32 UTC |
McLean Kerry JEVP, Gen. Counsel & Corp Sec.
|
Tax withholdingCommon Stock | 185 | $299.20 | $55,352.00 |
DisclosureSEC source: 0000896878-20-000130 · 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: 6,448 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:32 UTC |
McLean Kerry JEVP, Gen. Counsel & Corp Sec.
|
Exercise / conversionCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000130 · 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: 6,633 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 11, 2020 Filed Aug 13, 2020 01:32 UTC |
McLean Kerry JEVP, Gen. Counsel & Corp Sec.
|
Exercise / conversionCommon Stock | 197 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000130 · 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: 6,443 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 11, 2020 Filed Aug 13, 2020 01:31 UTC |
FENNELL LAURA AEVP, People and Places
|
Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 553 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000129 · 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 · 553 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). F3 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). F4 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) have no expiration date; these securities either vest or are canceled prior to vesting date. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:31 UTC |
FENNELL LAURA AEVP, People and Places
|
Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 576 | $136.60 | $78,681.60 |
DisclosureSEC source: 0000896878-20-000129 · 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 · 576 shares Expires 2020-08-11 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 for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. F2 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:31 UTC |
FENNELL LAURA AEVP, People and Places
|
Tax withholdingCommon Stock | 543 | $299.20 | $162,465.60 |
DisclosureSEC source: 0000896878-20-000129 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,140 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:31 UTC |
FENNELL LAURA AEVP, People and Places
|
Exercise / conversionCommon Stock | 553 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000129 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,683 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 11, 2020 Filed Aug 13, 2020 01:31 UTC |
FENNELL LAURA AEVP, People and Places
|
Exercise / conversionCommon Stock | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000129 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,130 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 11, 2020 Filed Aug 13, 2020 01:28 UTC |
Clatterbuck Michelle MEVP and CFO
|
Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 356 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000128 · 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 · 356 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 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) have no expiration date; these securities either vest or are canceled prior to vesting date. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:28 UTC |
Clatterbuck Michelle MEVP and CFO
|
Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 356 | $136.60 | $48,629.60 |
DisclosureSEC source: 0000896878-20-000128 · 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 · 356 shares Expires 2020-08-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:28 UTC |
Clatterbuck Michelle MEVP and CFO
|
Tax withholdingCommon Stock | 346 | $299.20 | $103,523.20 |
DisclosureSEC source: 0000896878-20-000128 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,454 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:28 UTC |
Clatterbuck Michelle MEVP and CFO
|
Exercise / conversionCommon Stock | 356 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000128 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,800 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 11, 2020 Filed Aug 13, 2020 01:28 UTC |
Clatterbuck Michelle MEVP and CFO
|
Exercise / conversionCommon Stock | 356 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000128 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,444 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 30 shares acquired and 5 shares disposed of between May 2019 and May 2020 by an investment advisor of the Reporting Person, which executed these transactions in its sole discretion without the knowledge, direction or involvement of the Reporting Person. The Reporting Person learned of these transactions from the investment advisor in August 2020. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:27 UTC |
Chriss James AlexanderEVP, SBSEG
|
Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 274 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000127 · edgar.xml · derivative · entry 5 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 274 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). F3 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). F4 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) have no expiration date; these securities either vest or are canceled prior to vesting date. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:27 UTC |
Chriss James AlexanderEVP, SBSEG
|
Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 274 | $136.60 | $37,428.40 |
DisclosureSEC source: 0000896878-20-000127 · edgar.xml · derivative · entry 4 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 274 shares Expires 2020-08-11 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 for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. F2 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:27 UTC |
Chriss James AlexanderEVP, SBSEG
|
Tax withholdingCommon Stock | 266 | $299.20 | $79,587.20 |
DisclosureSEC source: 0000896878-20-000127 · edgar.xml · nonDerivative · entry 3 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,468 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:27 UTC |
Chriss James AlexanderEVP, SBSEG
|
Exercise / conversionCommon Stock | 274 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000127 · edgar.xml · nonDerivative · entry 2 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,734 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 11, 2020 Filed Aug 13, 2020 01:27 UTC |
Chriss James AlexanderEVP, SBSEG
|
Exercise / conversionCommon Stock | 274 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000127 · edgar.xml · nonDerivative · entry 1 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,460 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 01, 2020 Filed Aug 4, 2020 16:36 UTC |
Tessel MariannaEVP, Chief Technology Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000121 · edgar.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,018 Underlying: Common Stock · 402 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 |
| August 01, 2020 Filed Aug 4, 2020 16:36 UTC |
Tessel MariannaEVP, Chief Technology Officer
|
Tax withholdingCommon Stock | 200 | $306.37 | $61,274.00 |
DisclosureSEC source: 0000896878-20-000121 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,553 Read SEC document |
| August 01, 2020 Filed Aug 4, 2020 16:36 UTC |
Tessel MariannaEVP, Chief Technology Officer
|
Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000121 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,753 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 01, 2020 Filed Aug 4, 2020 16:30 UTC |
Chriss James AlexanderEVP, SBSEG
|
Exercise / conversionRestricted Stock Units · Derivative | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000119 · edgar.xml · derivative · entry 3 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,759 Underlying: Common Stock · 576 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 |
| August 01, 2020 Filed Aug 4, 2020 16:30 UTC |
Chriss James AlexanderEVP, SBSEG
|
Tax withholdingCommon Stock | 286 | $306.37 | $87,621.82 |
DisclosureSEC source: 0000896878-20-000119 · edgar.xml · nonDerivative · entry 2 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,186 Read SEC document |
| August 01, 2020 Filed Aug 4, 2020 16:30 UTC |
Chriss James AlexanderEVP, SBSEG
|
Exercise / conversionCommon Stock | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000119 · edgar.xml · nonDerivative · entry 1 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,472 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 21:32 UTC |
SZKUTAK THOMAS JDirector
|
GrantRestricted Stock Units · Derivative | 82 | $306.37 | $25,122.34 |
DisclosureSEC source: 0000896878-20-000117 · edgar.xml · derivative · entry 1 SZKUTAK THOMAS J · CIK 0001209974 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82 Underlying: Common Stock · 82 shares Expires 2025-07-31 F1 · derivative.exercise_price: 1-for-1 F4 · price: Fair market value of Intuit Inc. Common Stock on date of grant; award pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units. F2 · derivative.exercise_date: Represents vesting date for restricted stock units. These securities are subject to deferred release. F3 · derivative.expiration_date: Represents release date for vested restricted stock units. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 21:29 UTC |
Liu DeborahDirector
|
GrantRestricted Stock Units · Derivative | 86 | $306.37 | $26,347.82 |
DisclosureSEC source: 0000896878-20-000115 · edgar.xml · derivative · entry 1 Liu Deborah · CIK 0001712627 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86 Underlying: Common Stock · 86 shares Expires 2030-07-31 F1 · derivative.exercise_price: 1-for-1 F4 · price: Fair market value of Intuit Inc. Common Stock on date of grant; award pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units. F2 · derivative.exercise_date: Represents vesting date for restricted stock units. These securities are subject to deferred release. F3 · derivative.expiration_date: Represents release date for vested restricted stock units. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 21:26 UTC |
Burton Eve BDirector
|
GrantRestricted Stock Units · Derivative | 96 | $306.37 | $29,411.52 |
DisclosureSEC source: 0000896878-20-000113 · edgar.xml · derivative · entry 1 Burton Eve B · CIK 0001587289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96 Underlying: Common Stock · 96 shares Expires 2027-07-31 F1 · derivative.exercise_price: 1-for-1 F4 · price: Fair market value of Intuit Inc. Common Stock on date of grant; award pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units. F2 · derivative.exercise_date: Represents vesting date for restricted stock units. These securities are subject to deferred release. F3 · derivative.expiration_date: Represents release date for vested restricted stock units. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 20:11 UTC |
Tessel MariannaEVP, Chief Technology Officer
|
GrantRestricted Stock Units - performance-based vesting · Derivative | 15,403 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000111 · edgar.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,403 Underlying: Common Stock · 15,403 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F6 · shares: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2023. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. Common Stock. F7 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units - performance-based vesting. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 20:11 UTC |
Tessel MariannaEVP, Chief Technology Officer
|
GrantRestricted Stock Units · Derivative | 7,815 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000111 · edgar.xml · derivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,815 Underlying: Common Stock · 7,815 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents first vesting date for these restricted stock units. 25% of the restricted stock units vest on 7/1/2021; thereafter 6.25% of the restricted stock units vest on each of October 1, December 31, April 1, and July 1 until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 20:11 UTC |
Tessel MariannaEVP, Chief Technology Officer
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 31,729 | $0.00 Strike: $303.94 | $0.00 |
DisclosureSEC source: 0000896878-20-000111 · edgar.xml · derivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,729 Underlying: Common Stock · 31,729 shares Expires 2027-07-29 F1 · derivative.exercise_date: Represents first vesting date for this award. 25% of the stock options awarded vest on 7/30/2021 and thereafter 2 1/12% will vest on each monthly anniversary such that the award is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 20:06 UTC |
SMITH BRAD DDirector · Executive Chairman
|
GrantRestricted Stock Units - performance-based vesting · Derivative | 9,729 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000109 · edgar.xml · derivative · entry 3 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,729 Underlying: Common Stock · 9,729 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F6 · shares: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2023. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. Common Stock. F7 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units - performance-based vesting. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 20:06 UTC |
SMITH BRAD DDirector · Executive Chairman
|
GrantRestricted Stock Units · Derivative | 4,936 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000109 · edgar.xml · derivative · entry 2 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,936 Underlying: Common Stock · 4,936 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents first vesting date for these restricted stock units. 12.5% of the restricted stock units vest on 12/31/2020; thereafter 6.25% of the restricted stock units vest on each of April 1, July 1, October 1, and December 31 until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 20:06 UTC |
SMITH BRAD DDirector · Executive Chairman
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 20,040 | $0.00 Strike: $303.94 | $0.00 |
DisclosureSEC source: 0000896878-20-000109 · edgar.xml · derivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,040 Underlying: Common Stock · 20,040 shares Expires 2027-07-29 F1 · derivative.exercise_date: Represents first vesting date for this award. 25% of the stock options awarded vest on 7/30/2021 and thereafter 2 1/12% will vest on each monthly anniversary such that the award is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 20:02 UTC |
McLean Kerry JSVP, Gen. Counsel, Corp. Sec.
|
GrantRestricted Stock Units - performance-based vesting · Derivative | 8,107 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000107 · edgar.xml · derivative · entry 3 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel, Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,107 Underlying: Common Stock · 8,107 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F6 · shares: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2023. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. Common Stock. F7 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units - performance-based vesting. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 20:02 UTC |
McLean Kerry JSVP, Gen. Counsel, Corp. Sec.
|
GrantRestricted Stock Units · Derivative | 4,113 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000107 · edgar.xml · derivative · entry 2 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel, Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,113 Underlying: Common Stock · 4,113 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents first vesting date for these restricted stock units. 12.5% of the restricted stock units vest on 12/31/2020; thereafter 6.25% of the restricted stock units vest on each of April 1, July 1, October 1, and December 31 until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 20:02 UTC |
McLean Kerry JSVP, Gen. Counsel, Corp. Sec.
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 16,700 | $0.00 Strike: $303.94 | $0.00 |
DisclosureSEC source: 0000896878-20-000107 · edgar.xml · derivative · entry 1 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel, Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,700 Underlying: Common Stock · 16,700 shares Expires 2027-07-29 F1 · derivative.exercise_date: Represents first vesting date for this award. 25% of the stock options awarded vest on 7/30/2021 and thereafter 2 1/12% will vest on each monthly anniversary such that the award is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 19:57 UTC |
Johnson Gregory NEVP, Consumer Group
|
GrantRestricted Stock Units - performance-based vesting · Derivative | 15,403 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000105 · edgar.xml · derivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,403 Underlying: Common Stock · 15,403 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F6 · shares: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2023. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. Common Stock. F7 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units - performance-based vesting. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 19:57 UTC |
Johnson Gregory NEVP, Consumer Group
|
GrantRestricted Stock Units · Derivative | 7,815 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000105 · edgar.xml · derivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,815 Underlying: Common Stock · 7,815 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents first vesting date for these restricted stock units. 25% of the restricted stock units vest on 7/1/2021; thereafter 6.25% of the restricted stock units vest on each of October 1, December 31, April 1, and July 1 until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 19:57 UTC |
Johnson Gregory NEVP, Consumer Group
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 31,729 | $0.00 Strike: $303.94 | $0.00 |
DisclosureSEC source: 0000896878-20-000105 · edgar.xml · derivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,729 Underlying: Common Stock · 31,729 shares Expires 2027-07-29 F1 · derivative.exercise_date: Represents first vesting date for this award. 25% of the stock options awarded vest on 7/30/2021 and thereafter 2 1/12% will vest on each monthly anniversary such that the award is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 19:53 UTC |
Goodarzi Sasan KDirector · CEO, President & Director
|
GrantRestricted Stock Units - performance-based vesting · Derivative | 30,806 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000103 · edgar.xml · derivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,806 Underlying: Common Stock · 30,806 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F6 · shares: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2023. Shares underlying this award are subject to a one year deferred issuance after vesting. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. Common Stock. F7 · derivative.exercise_date: Represents vesting date for Restricted Stock Units - performance-based vesting. Shares underlying this award are subject to a one year deferred issuance after vesting. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 19:53 UTC |
Goodarzi Sasan KDirector · CEO, President & Director
|
GrantRestricted Stock Units · Derivative | 15,629 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000103 · edgar.xml · derivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,629 Underlying: Common Stock · 15,629 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents first vesting date for these restricted stock units. 25% of the restricted stock units vest on 7/1/2021; thereafter 6.25% of the restricted stock units vest on each of October 1, December 31, April 1, and July 1 until the award is fully vested. Shares underlying this award are subject to a one year deferred issuance after vesting. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 19:53 UTC |
Goodarzi Sasan KDirector · CEO, President & Director
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 63,458 | $0.00 Strike: $303.94 | $0.00 |
DisclosureSEC source: 0000896878-20-000103 · edgar.xml · derivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,458 Underlying: Common Stock · 63,458 shares Expires 2027-07-29 F1 · derivative.exercise_date: Represents first vesting date for this award. 25% of the stock options awarded vest on 7/30/2021 and thereafter 2 1/12% will vest on each monthly anniversary such that the award is fully vested on the 4th anniversary of the grant 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.