Tapewire

Nasdaq · USD

INTU

INTUIT INC.

Export transactions ↓
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

JSON API
Reset

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, 2019 Filed Sep 3, 2019 23:56 UTC
Goodarzi Sasan KDirector · CEO, President & Director
Exercise / conversionCommon Stock 51,975 $0.00 $0.00
Disclosure

SEC source: 0000896878-19-000140 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,308

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
September 01, 2019 Filed Sep 3, 2019 23:55 UTC
FENNELL LAURA AEVP, People & Places
Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative 23,554 $0.00 $0.00
Disclosure

SEC source: 0000896878-19-000139 · edgar.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 23,554 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 · 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.

F3 · derivative.exercise_date: Represents vesting date for restricted stock units.

F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date.

Read SEC document
September 01, 2019 Filed Sep 3, 2019 23:55 UTC
FENNELL LAURA AEVP, People & Places
Tax withholdingCommon Stock 11,291 $288.36 $3,255,872.76
Disclosure

SEC source: 0000896878-19-000139 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,585

Read SEC document
September 01, 2019 Filed Sep 3, 2019 23:55 UTC
FENNELL LAURA AEVP, People & Places
Exercise / conversionCommon Stock 23,554 $0.00 $0.00
Disclosure

SEC source: 0000896878-19-000139 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,876

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
September 01, 2019 Filed Sep 3, 2019 23:54 UTC Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative 7,649 $0.00 $0.00
Disclosure

SEC source: 0000896878-19-000138 · edgar.xml · derivative · entry 3

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,649 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 · 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.

F3 · derivative.exercise_date: Represents vesting date for restricted stock units.

F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date.

Read SEC document
September 01, 2019 Filed Sep 3, 2019 23:54 UTC Tax withholdingCommon Stock 3,794 $288.36 $1,094,037.84
Disclosure

SEC source: 0000896878-19-000138 · edgar.xml · nonDerivative · entry 2

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,347

Read SEC document
September 01, 2019 Filed Sep 3, 2019 23:54 UTC Exercise / conversionCommon Stock 7,649 $0.00 $0.00
Disclosure

SEC source: 0000896878-19-000138 · edgar.xml · nonDerivative · entry 1

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,141

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

Read SEC document
August 29, 2019 Filed Sep 3, 2019 19:55 UTC
FLOURNOY MARK JVP, Chief Accounting Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,313 $0.00 Strike: $135.25 $0.00
Disclosure

SEC source: 0001567619-19-017773 · doc1.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,240

Underlying: Common Stock · 2,313 shares

Expires 2024-07-19

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

F3 · derivative.exercise_date: One third of the 13,875 options granted on 7/20/2017 vested on the one-year anniversary of the grant date, and thereafter 2.778% of the options vest on each monthly anniversary of the first vesting date until the award is fully vested.

Read SEC document
August 29, 2019 Filed Sep 3, 2019 19:55 UTC
FLOURNOY MARK JVP, Chief Accounting Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,021 $0.00 Strike: $113.19 $0.00
Disclosure

SEC source: 0001567619-19-017773 · doc1.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,021 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.

F2 · derivative.exercise_date: Represents final vest date for this award.

Read SEC document
August 29, 2019 Filed Sep 3, 2019 19:55 UTC
FLOURNOY MARK JVP, Chief Accounting Officer
SaleCommon Stock 6,854 $286.33 $1,962,494.17
Disclosure

SEC source: 0001567619-19-017773 · doc1.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $286.00 and the highest price at which shares were sold was $286.55. The reporting person undertakes to provide upon request to the staff of the Securities Exchange Commission, the issuer or its stockholders, full information regarding the total number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
August 29, 2019 Filed Sep 3, 2019 19:55 UTC
FLOURNOY MARK JVP, Chief Accounting Officer
Exercise / conversionCommon Stock 2,313 $135.35 $313,064.55
Disclosure

SEC source: 0001567619-19-017773 · doc1.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,854

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 29, 2019 Filed Sep 3, 2019 19:55 UTC
FLOURNOY MARK JVP, Chief Accounting Officer
Exercise / conversionCommon Stock 3,021 $113.19 $341,946.99
Disclosure

SEC source: 0001567619-19-017773 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,541

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 26, 2019 Filed Aug 28, 2019 20:39 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 20,543 $0.00 Strike: $107.25 $0.00
Disclosure

SEC source: 0001567619-19-017641 · doc1.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 20,543 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.

F6 · derivative.exercise_date: Represents final vest date for this award.

Read SEC document
August 26, 2019 Filed Aug 28, 2019 20:39 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
SaleCommon Stock 1,200 $279.92 $335,904.00
Disclosure

SEC source: 0001567619-19-017641 · doc1.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,627

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

F5 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $279.00 and the highest price at which shares were sold was $280.00.

Read SEC document
August 26, 2019 Filed Aug 28, 2019 20:39 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
SaleCommon Stock 2,110 $278.22 $587,051.59
Disclosure

SEC source: 0001567619-19-017641 · doc1.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,827

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

F4 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $277.795 and the highest price at which shares were sold was $278.795.

Read SEC document
August 26, 2019 Filed Aug 28, 2019 20:39 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
SaleCommon Stock 7,710 $277.30 $2,137,967.58
Disclosure

SEC source: 0001567619-19-017641 · 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: 7,937

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

F3 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $276.78 and the highest price at which shares were sold was $277.78.

Read SEC document
August 26, 2019 Filed Aug 28, 2019 20:39 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
SaleCommon Stock 9,523 $276.23 $2,630,538.29
Disclosure

SEC source: 0001567619-19-017641 · 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: 15,647

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

F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $275.77 and the highest price at which shares were sold was $276.67. The reporting person undertakes to provide upon request to the staff of the Securities Exchange Commission, the issuer or its stockholders, full information regarding the total number of shares sold at each separate price within the ranges set forth in footnotes (2), (3), (4) and (5) to this Form 4.

Read SEC document
August 26, 2019 Filed Aug 28, 2019 20:39 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 20,543 $107.25 $2,203,236.75
Disclosure

SEC source: 0001567619-19-017641 · 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: 25,170

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 26, 2019 Filed Aug 28, 2019 20:38 UTC SaleCommon Stock 612 $280.00 $171,360.00
Disclosure

SEC source: 0001567619-19-017640 · doc1.xml · nonDerivative · entry 1

Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,492

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

Read SEC document
August 26, 2019 Filed Aug 28, 2019 20:38 UTC
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
SaleCommon Stock 158 $282.25 $44,594.98
Disclosure

SEC source: 0001567619-19-017639 · doc1.xml · nonDerivative · entry 6

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 previously adopted by the reporting person in August 2018.

F7 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $282.21 and the highest price at which shares were sold was $282.31.

Read SEC document
August 26, 2019 Filed Aug 28, 2019 20:38 UTC
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
SaleCommon Stock 300 $281.36 $84,407.01
Disclosure

SEC source: 0001567619-19-017639 · doc1.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 284

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan previously adopted by the reporting person in August 2018.

F6 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $281.11 and the highest price at which shares were sold was $281.49.

Read SEC document
August 26, 2019 Filed Aug 28, 2019 20:38 UTC
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
SaleCommon Stock 300 $280.36 $84,108.00
Disclosure

SEC source: 0001567619-19-017639 · doc1.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 584

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan previously adopted by the reporting person in August 2018.

F5 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $280.09 and the highest price at which shares were sold was $280.81.

Read SEC document
August 26, 2019 Filed Aug 28, 2019 20:38 UTC
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
SaleCommon Stock 533 $279.37 $148,902.08
Disclosure

SEC source: 0001567619-19-017639 · doc1.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 884

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan previously adopted by the reporting person in August 2018.

F4 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $279.05 and the highest price at which shares were sold was $279.86.

Read SEC document
August 26, 2019 Filed Aug 28, 2019 20:38 UTC
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
SaleCommon Stock 600 $277.51 $166,504.98
Disclosure

SEC source: 0001567619-19-017639 · doc1.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,417

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan previously adopted by the reporting person in August 2018.

F3 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $277.30 and the highest price at which shares were sold was $277.80.

Read SEC document
August 26, 2019 Filed Aug 28, 2019 20:38 UTC
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
SaleCommon Stock 500 $276.52 $138,259.00
Disclosure

SEC source: 0001567619-19-017639 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,017

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan previously adopted by the reporting person in August 2018.

F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $276.05 and the highest price at which shares were sold was $277.04. The reporting person undertakes to provide upon request to the staff of the Securities Exchange Commission, the issuer or its stockholders, full information regarding the total number of shares sold at each separate price within the ranges set forth in footnotes (2), (3), (4), (5), (6) and (7) to this Form 4.

Read SEC document
August 12, 2019 Filed Aug 14, 2019 00:02 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative 254 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-016632 · doc1.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 254 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 12, 2019 Filed Aug 14, 2019 00:02 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative 254 $112.09 $28,470.86
Disclosure

SEC source: 0001567619-19-016632 · doc1.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 254 shares

Expires 2019-08-12

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

F6 · derivative.exercise_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.

F6 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.

Read SEC document
August 12, 2019 Filed Aug 14, 2019 00:02 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
Tax withholdingCommon Stock 246 $272.65 $67,071.90
Disclosure

SEC source: 0001567619-19-016632 · 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: 4,627

Read SEC document
August 12, 2019 Filed Aug 14, 2019 00:02 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 254 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-016632 · 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: 4,873

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 12, 2019 Filed Aug 14, 2019 00:02 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 254 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-016632 · 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: 4,619

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 12, 2019 Filed Aug 14, 2019 00:00 UTC
FENNELL LAURA AEVP, People & Places
Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative 897 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-016629 · doc1.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 897 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); these securities either vest and settle or are canceled prior to vesting date.

F4 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) have no expiration date; these securities either vest and settle or are canceled prior to vesting date.

Read SEC document
August 12, 2019 Filed Aug 14, 2019 00:00 UTC
FENNELL LAURA AEVP, People & Places
Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative 936 $112.09 $104,916.24
Disclosure

SEC source: 0001567619-19-016629 · doc1.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 936 shares

Expires 2019-08-12

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

F6 · derivative.exercise_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.

F6 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.

Read SEC document
August 12, 2019 Filed Aug 14, 2019 00:00 UTC
FENNELL LAURA AEVP, People & Places
Tax withholdingCommon Stock 872 $272.65 $237,750.80
Disclosure

SEC source: 0001567619-19-016629 · doc1.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,322

Read SEC document
August 12, 2019 Filed Aug 14, 2019 00:00 UTC
FENNELL LAURA AEVP, People & Places
Exercise / conversionCommon Stock 897 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-016629 · doc1.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,194

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 12, 2019 Filed Aug 14, 2019 00:00 UTC
FENNELL LAURA AEVP, People & Places
Exercise / conversionCommon Stock 936 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-016629 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,297

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 12, 2019 Filed Aug 14, 2019 00:00 UTC Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative 295 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-016628 · doc1.xml · derivative · entry 7

Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 295 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); these securities either vest and settle or are canceled prior to vesting date.

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 12, 2019 Filed Aug 14, 2019 00:00 UTC Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative 295 $112.09 $33,066.55
Disclosure

SEC source: 0001567619-19-016628 · doc1.xml · derivative · entry 6

Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 295 shares

Expires 2019-08-12

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

F6 · derivative.exercise_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.

F6 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.

Read SEC document
August 12, 2019 Filed Aug 14, 2019 00:00 UTC Tax withholdingCommon Stock 287 $272.65 $78,250.55
Disclosure

SEC source: 0001567619-19-016628 · doc1.xml · nonDerivative · entry 3

Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,104

Read SEC document
August 12, 2019 Filed Aug 14, 2019 00:00 UTC Exercise / conversionCommon Stock 295 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-016628 · doc1.xml · nonDerivative · entry 2

Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,391

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 12, 2019 Filed Aug 14, 2019 00:00 UTC Exercise / conversionCommon Stock 295 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-016628 · doc1.xml · nonDerivative · entry 1

Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,096

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 12, 2019 Filed Aug 13, 2019 23:59 UTC
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative 254 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-016627 · doc1.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 254 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); these securities either vest and settle or are canceled prior to vesting date.

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 12, 2019 Filed Aug 13, 2019 23:59 UTC
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative 254 $112.09 $28,470.86
Disclosure

SEC source: 0001567619-19-016627 · doc1.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 254 shares

Expires 2019-08-12

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

F6 · derivative.exercise_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.

F6 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.

Read SEC document
August 12, 2019 Filed Aug 13, 2019 23:59 UTC
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
Tax withholdingCommon Stock 246 $272.65 $67,071.90
Disclosure

SEC source: 0001567619-19-016627 · doc1.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,517

Read SEC document
August 12, 2019 Filed Aug 13, 2019 23:59 UTC
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
Exercise / conversionCommon Stock 254 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-016627 · doc1.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,763

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 12, 2019 Filed Aug 13, 2019 23:59 UTC
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
Exercise / conversionCommon Stock 254 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-016627 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,509

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 09, 2019 Filed Aug 14, 2019 00:02 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
GrantRestricted Stock Units (MSPP Matching Award) · Derivative 131 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-016632 · 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: 131

Underlying: Common Stock · 131 shares

Expires not disclosed

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 09, 2019 Filed Aug 14, 2019 00:02 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
GrantRestricted Stock Units (MSPP Purchased Award) · Derivative 131 $276.57 $36,230.67
Disclosure

SEC source: 0001567619-19-016632 · 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: 131

Underlying: Common Stock · 131 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date.

F2 · derivative.expiration_date: Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date.

Read SEC document
August 09, 2019 Filed Aug 14, 2019 00:01 UTC
Tessel MariannaEVP, Chief Technology Officer
GrantRestricted Stock Units (MSPP Matching Award) · Derivative 260 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-016630 · doc1.xml · derivative · entry 2

Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 260

Underlying: Common Stock · 260 shares

Expires not disclosed

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 09, 2019 Filed Aug 14, 2019 00:01 UTC
Tessel MariannaEVP, Chief Technology Officer
GrantRestricted Stock Units (MSPP Purchased Award) · Derivative 260 $276.57 $71,908.20
Disclosure

SEC source: 0001567619-19-016630 · doc1.xml · derivative · entry 1

Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 260

Underlying: Common Stock · 260 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date.

F2 · derivative.expiration_date: Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date.

Read SEC document
August 09, 2019 Filed Aug 14, 2019 00:02 UTC
SMITH BRAD DDirector · Executive Chairman
GrantRestricted Stock Units (MSPP Matching Award) · Derivative 730 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-016631 · doc1.xml · derivative · entry 2

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 730

Underlying: Common Stock · 730 shares

Expires not disclosed

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

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