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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
January 24, 2020 Filed Jan 27, 2020 21:34 UTC GrantRestricted Stock Unit · Derivative 903 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000014 · edgar.xml · derivative · entry 3

POWELL DENNIS D · CIK 0001231878 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 903

Underlying: Common Stock · 903 shares

Expires 2025-01-24

F1 · derivative.exercise_price: 1-for-1

F4 · derivative.exercise_date: Represents vesting date for these Restricted Stock Units. These securities are subject to deferrred release.

F5 · 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 the vesting date.

Read SEC document
January 24, 2020 Filed Jan 27, 2020 21:29 UTC GrantRestricted Stock Unit · Derivative 903 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000012 · edgar.xml · derivative · entry 1

DALZELL RICHARD L · CIK 0001184753 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 903

Underlying: Common Stock · 903 shares

Expires 2025-01-24

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Represents vesting date for these 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
January 24, 2020 Filed Jan 27, 2020 21:27 UTC
Burton Eve BDirector
GrantRestricted Stock Unit · Derivative 102 $288.08 $29,384.16
Disclosure

SEC source: 0000896878-20-000011 · edgar.xml · derivative · entry 2

Burton Eve B · CIK 0001587289 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102

Underlying: Common Stock · 102 shares

Expires 2027-01-24

F1 · derivative.exercise_price: 1-for-1

F4 · price: Fair Market Value of Intuit Inc. Common Stock on date of grant; award prusuant 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 these 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
January 24, 2020 Filed Jan 27, 2020 21:27 UTC
Burton Eve BDirector
GrantRestricted Stock Unit · Derivative 903 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000011 · edgar.xml · derivative · entry 1

Burton Eve B · CIK 0001587289 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 903

Underlying: Common Stock · 903 shares

Expires 2027-01-24

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Represents vesting date for these 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
January 23, 2020 Filed Jan 27, 2020 21:40 UTC
WEINER JEFFDirector
Exercise / conversionRestricted Stock Unit · Derivative 838 $89.42 $74,933.96
Disclosure

SEC source: 0000896878-20-000018 · edgar.xml · derivative · entry 4

WEINER JEFF · CIK 0001234665 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 838 shares

Expires 2020-01-23

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.

F1 · derivative.exercise_price: 1-for-1

F5 · 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.

F4 · derivative.exercise_date: Represents final vesting date for these Restricted Stock Units granted on 1/23/2015.

F3 · derivative.expiration_date: The reported date represents the 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
January 23, 2020 Filed Jan 27, 2020 21:40 UTC
WEINER JEFFDirector
Exercise / conversionRestricted Stock Unit · Derivative 2,907 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000018 · edgar.xml · derivative · entry 3

WEINER JEFF · CIK 0001234665 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,907 shares

Expires 2020-01-23

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.

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Represents vesting date for these Restricted Stock Units granted on 1/23/2015.

F3 · derivative.expiration_date: The reported date represents the 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
January 23, 2020 Filed Jan 27, 2020 21:40 UTC
WEINER JEFFDirector
Exercise / conversionCommon Stock 838 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000018 · edgar.xml · nonDerivative · entry 2

WEINER JEFF · CIK 0001234665 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,312

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
January 23, 2020 Filed Jan 27, 2020 21:40 UTC
WEINER JEFFDirector
Exercise / conversionCommon Stock 2,907 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000018 · edgar.xml · nonDerivative · entry 1

WEINER JEFF · CIK 0001234665 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,474

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
January 23, 2020 Filed Jan 27, 2020 21:35 UTC Exercise / conversionRestricted Stock Unit · Derivative 2,907 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000015 · edgar.xml · derivative · entry 2

NORA JOHNSON SUZANNE M · CIK 0001310264 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,907 shares

Expires 2020-01-23

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.

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Represents vesting date for these Restricted Stock Units granted on 1/23/2015.

F3 · derivative.expiration_date: The reported date represents the 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
January 23, 2020 Filed Jan 27, 2020 21:35 UTC Exercise / conversionCommon Stock 2,907 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000015 · edgar.xml · nonDerivative · entry 1

NORA JOHNSON SUZANNE M · CIK 0001310264 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,831

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
January 23, 2020 Filed Jan 27, 2020 21:34 UTC Exercise / conversionRestricted Stock Unit · Derivative 2,907 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000014 · edgar.xml · derivative · entry 2

POWELL DENNIS D · CIK 0001231878 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,907 shares

Expires 2020-01-23

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.

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Represents vesting date for these Restricted Stock Units granted on 1/23/2015.

F3 · derivative.expiration_date: The reported date represents the 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
January 23, 2020 Filed Jan 27, 2020 21:34 UTC Exercise / conversionCommon Stock 2,907 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000014 · edgar.xml · nonDerivative · entry 1

POWELL DENNIS D · CIK 0001231878 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,457

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
January 02, 2020 Filed Jan 3, 2020 23:44 UTC
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
SaleCommon Stock 47 $261.08 $12,270.76
Disclosure

SEC source: 0001567619-20-000424 · doc1.xml · nonDerivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126

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

Read SEC document
December 31, 2019 Filed Jan 4, 2020 00:00 UTC
Goodarzi Sasan KDirector · CEO and President
Exercise / conversionRestricted Stock Units · Derivative 793 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000436 · doc1.xml · derivative · entry 3

Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,934

Underlying: Common Stock · 793 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units granted on 7/26/2018.

F3 · derivative.expiration_date: Restricted stock units do not expire; these securities either vest and settle or are canceled prior to the vesting date.

Read SEC document
December 31, 2019 Filed Jan 4, 2020 00:00 UTC
Goodarzi Sasan KDirector · CEO and President
Tax withholdingCommon Stock 394 $261.93 $103,200.42
Disclosure

SEC source: 0001567619-20-000436 · doc1.xml · nonDerivative · entry 2

Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,335

Read SEC document
December 31, 2019 Filed Jan 4, 2020 00:00 UTC
Goodarzi Sasan KDirector · CEO and President
Exercise / conversionCommon Stock 793 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000436 · doc1.xml · nonDerivative · entry 1

Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,729

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
December 31, 2019 Filed Jan 3, 2020 23:56 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionRestricted Stock Units · Derivative 144 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000433 · doc1.xml · derivative · entry 5

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,713

Underlying: Common Stock · 144 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.

F5 · derivative.exercise_date: Represents a vesting date for restricted stock units granted on 2/15/2019 and the release date for these units to accommodate the tax withholding obligations of the reporting person.

F4 · derivative.expiration_date: Restricted stock units do not expire? these securities either vest and settle or are canceled prior to the vesting date.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:56 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionRestricted Stock Units · Derivative 58 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000433 · doc1.xml · derivative · entry 4

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,155

Underlying: Common Stock · 58 shares

Expires not disclosed

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

F2 · derivative.exercise_price: 1-for-1.

F3 · derivative.exercise_date: Represents a vesting date for restricted stock units granted on 7/26/2018 and the release date for these units to accommodate the tax withholding obligations of the reporting person.

F4 · derivative.expiration_date: Restricted stock units do not expire? these securities either vest and settle or are canceled prior to the vesting date.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:56 UTC
SMITH BRAD DDirector · Executive Chairman
Tax withholdingCommon Stock 202 $261.93 $52,909.86
Disclosure

SEC source: 0001567619-20-000433 · doc1.xml · nonDerivative · entry 2

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 303,762

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:56 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionCommon Stock 202 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000433 · doc1.xml · nonDerivative · entry 1

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 303,964

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
December 31, 2019 Filed Jan 3, 2020 23:55 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Units · Derivative 444 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000431 · doc1.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,664

Underlying: Common Stock · 444 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.

F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units granted on 7/25/2019.

F3 · derivative.expiration_date: Restricted stock units do not expire; these securities either vest and settle or are canceled prior to the vesting date.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:55 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Units · Derivative 216 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000431 · doc1.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,164

Underlying: Common Stock · 216 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units granted on 7/26/2018.

F3 · derivative.expiration_date: Restricted stock units do not expire; these securities either vest and settle or are canceled prior to the vesting date.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:55 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
Tax withholdingCommon Stock 329 $261.93 $86,174.97
Disclosure

SEC source: 0001567619-20-000431 · doc1.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,066

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:55 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 444 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000431 · doc1.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,395

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
December 31, 2019 Filed Jan 3, 2020 23:55 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 216 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000431 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,951

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
December 31, 2019 Filed Jan 3, 2020 23:54 UTC
Tessel MariannaEVP, Chief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 108 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000430 · doc1.xml · derivative · entry 3

Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,082

Underlying: Common Stock · 108 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units granted on 7/26/2018.

F3 · derivative.expiration_date: Restricted stock units do not expire; these securities either vest and settle or are canceled prior to the vesting date.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:54 UTC
Tessel MariannaEVP, Chief Technology Officer
Tax withholdingCommon Stock 54 $261.93 $14,144.22
Disclosure

SEC source: 0001567619-20-000430 · doc1.xml · nonDerivative · entry 2

Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 714

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:54 UTC
Tessel MariannaEVP, Chief Technology Officer
Exercise / conversionCommon Stock 108 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000430 · doc1.xml · nonDerivative · entry 1

Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 768

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
December 31, 2019 Filed Jan 3, 2020 23:51 UTC
Johnson Gregory NEVP, Consumer Group
Exercise / conversionRestricted Stock Units · Derivative 361 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000429 · doc1.xml · derivative · entry 3

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,606

Underlying: Common Stock · 361 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units granted on 7/26/2018.

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

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:51 UTC
Johnson Gregory NEVP, Consumer Group
Tax withholdingCommon Stock 179 $261.93 $46,885.47
Disclosure

SEC source: 0001567619-20-000429 · doc1.xml · nonDerivative · entry 2

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,888

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:51 UTC
Johnson Gregory NEVP, Consumer Group
Exercise / conversionCommon Stock 361 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000429 · doc1.xml · nonDerivative · entry 1

Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,067

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
December 31, 2019 Filed Jan 3, 2020 23:48 UTC
FENNELL LAURA AEVP, People & Places
Exercise / conversionRestricted Stock Units · Derivative 433 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000426 · doc1.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,327

Underlying: Common Stock · 433 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units granted on 7/26/2018.

F3 · derivative.expiration_date: Restricted stock units have no expiration date; these securities either vest and settle or are canceled prior to the vesting date.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:48 UTC
FENNELL LAURA AEVP, People & Places
Tax withholdingCommon Stock 215 $261.93 $56,314.95
Disclosure

SEC source: 0001567619-20-000426 · doc1.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,021

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:48 UTC
FENNELL LAURA AEVP, People & Places
Exercise / conversionCommon Stock 433 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000426 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,236

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
December 31, 2019 Filed Jan 3, 2020 23:50 UTC
FLOURNOY MARK JVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 188 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000427 · doc1.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,875

Underlying: Common Stock · 188 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units granted on 7/26/2018.

F3 · derivative.expiration_date: Restricted stock units do not expire; these securities either vest and settle or are canceled prior to the vesting date.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:50 UTC
FLOURNOY MARK JVP, Chief Accounting Officer
Tax withholdingCommon Stock 94 $261.93 $24,621.42
Disclosure

SEC source: 0001567619-20-000427 · doc1.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,708

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:50 UTC
FLOURNOY MARK JVP, Chief Accounting Officer
Exercise / conversionCommon Stock 188 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000427 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,802

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
December 31, 2019 Filed Jan 3, 2020 23:44 UTC Exercise / conversionRestricted Stock Units · Derivative 433 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000425 · doc1.xml · derivative · entry 3

Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,327

Underlying: Common Stock · 433 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units granted on 7/26/2018.

F3 · derivative.expiration_date: Restricted stock units do not expire; these securities either vest and settle or are canceled prior to the vesting date.

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December 31, 2019 Filed Jan 3, 2020 23:44 UTC Tax withholdingCommon Stock 215 $261.93 $56,314.95
Disclosure

SEC source: 0001567619-20-000425 · doc1.xml · nonDerivative · entry 2

Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,928

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December 31, 2019 Filed Jan 3, 2020 23:44 UTC Exercise / conversionCommon Stock 433 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000425 · doc1.xml · nonDerivative · entry 1

Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,143

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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December 31, 2019 Filed Jan 3, 2020 23:44 UTC
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
Exercise / conversionRestricted Stock Units · Derivative 94 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000424 · doc1.xml · derivative · entry 4

Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 938

Underlying: Common Stock · 94 shares

Expires not disclosed

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

F2 · derivative.exercise_price: 1-for-1.

F3 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units granted on 7/26/2018.

F4 · derivative.expiration_date: Restricted stock units do not expire; these securities either vest and settle or are canceled prior to the vesting date.

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December 31, 2019 Filed Jan 3, 2020 23:44 UTC
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
Tax withholdingCommon Stock 47 $261.93 $12,310.71
Disclosure

SEC source: 0001567619-20-000424 · doc1.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 173

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December 31, 2019 Filed Jan 3, 2020 23:44 UTC
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
Exercise / conversionCommon Stock 94 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000424 · doc1.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 220

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
December 23, 2019 Filed Dec 26, 2019 22:39 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 1,100 $268.52 $295,372.99
Disclosure

SEC source: 0001567619-19-023615 · doc1.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 0

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F4 · price: This transaction was executed in multiple trades ranging from $268.31 to $268.82. 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.

F5 · ownership.nature: Shares held in a CRUT of which an immediate family member of the reporting person is trustee.

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December 23, 2019 Filed Dec 26, 2019 22:39 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 10,140 $267.66 $2,714,067.33
Disclosure

SEC source: 0001567619-19-023615 · doc1.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 1,100

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F3 · price: This transaction was executed in multiple trades ranging from $267.31 to $268.30. 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.

F5 · ownership.nature: Shares held in a CRUT of which an immediate family member of the reporting person is trustee.

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December 23, 2019 Filed Dec 26, 2019 22:39 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 10,071 $266.87 $2,687,685.03
Disclosure

SEC source: 0001567619-19-023615 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 11,240

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F2 · price: This transaction was executed in multiple trades ranging from $266.31 to $267.30. 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.

F5 · ownership.nature: Shares held in a CRUT of which an immediate family member of the reporting person is trustee.

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December 20, 2019 Filed Dec 20, 2019 22:46 UTC
SMITH BRAD DDirector · Executive Chairman
GiftCommon Stock 18,773 $0.00 $0.00
Disclosure

SEC source: 0000896878-19-000192 · edgar.xml · nonDerivative · entry 1

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 303,762

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December 20, 2019 Filed Dec 20, 2019 22:45 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 3 $267.38 $802.14
Disclosure

SEC source: 0000896878-19-000191 · edgar.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 21,311

F2 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F4 · ownership.nature: Shares held in a CRUT of which an immediate family member of the reporting person is Trustee.

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December 20, 2019 Filed Dec 20, 2019 22:45 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 36,732 $266.81 $9,800,630.21
Disclosure

SEC source: 0000896878-19-000191 · edgar.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 21,314

F2 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F6 · price: This transaction was executed in multiple trades ranging from $266.36 to $267.35. 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.

F4 · ownership.nature: Shares held in a CRUT of which an immediate family member of the reporting person is Trustee.

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December 20, 2019 Filed Dec 20, 2019 22:45 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 67,739 $265.92 $18,013,114.24
Disclosure

SEC source: 0000896878-19-000191 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 58,046

F2 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F5 · price: This transaction was executed in multiple trades ranging from $265.36 to $266.35. 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.

F4 · ownership.nature: Shares held in a CRUT of which an immediate family member of the reporting person is Trustee.

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