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 09, 2019 Filed Aug 14, 2019 00:02 UTC |
SMITH BRAD DDirector · Executive Chairman
|
GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 730 | $276.57 | $201,896.10 |
DisclosureSEC source: 0001567619-19-016631 · doc1.xml · derivative · entry 1 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 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 00:00 UTC |
FENNELL LAURA AEVP, People & Places
|
GrantRestricted Stock Units (MSPP Matching Award) · Derivative | 393 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-016629 · doc1.xml · derivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393 Underlying: Common Stock · 393 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); 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 09, 2019 Filed Aug 14, 2019 00:00 UTC |
FENNELL LAURA AEVP, People & Places
|
GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 393 | $276.57 | $108,692.01 |
DisclosureSEC source: 0001567619-19-016629 · doc1.xml · derivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393 Underlying: Common Stock · 393 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 00:00 UTC |
Clatterbuck Michelle MEVP & CFO
|
GrantRestricted Stock Units (MSPP Matching Award) · Derivative | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-016628 · doc1.xml · derivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 437 Underlying: Common Stock · 437 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); 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 09, 2019 Filed Aug 14, 2019 00:00 UTC |
Clatterbuck Michelle MEVP & CFO
|
GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 437 | $276.57 | $120,861.09 |
DisclosureSEC source: 0001567619-19-016628 · doc1.xml · derivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 437 Underlying: Common Stock · 437 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 13, 2019 23:59 UTC |
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
|
GrantRestricted Stock Units (MSPP Matching Award) · Derivative | 293 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-016627 · doc1.xml · derivative · entry 5 Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293 Underlying: Common Stock · 293 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); 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 09, 2019 Filed Aug 13, 2019 23:59 UTC |
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
|
GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 293 | $276.57 | $81,035.01 |
DisclosureSEC source: 0001567619-19-016627 · doc1.xml · derivative · entry 4 Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293 Underlying: Common Stock · 293 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 |
| July 25, 2019 Filed Jul 26, 2019 22:23 UTC |
DALZELL RICHARD LDirector
|
GrantRestricted Stock Unit · Derivative | 109 | $281.60 | $30,694.40 |
DisclosureSEC source: 0000896878-19-000104 · edgar.xml · derivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109 Underlying: Common Stock · 109 shares Expires 2024-07-25 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 the vesting date. Read SEC document |
| July 25, 2019 Filed Jul 26, 2019 22:25 UTC |
SZKUTAK THOMAS JDirector
|
GrantRestricted Stock Unit · Derivative | 89 | $281.60 | $25,062.40 |
DisclosureSEC source: 0000896878-19-000105 · edgar.xml · derivative · entry 1 SZKUTAK THOMAS J · CIK 0001209974 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89 Underlying: Common Stock · 89 shares Expires 2024-07-25 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 the vesting date. Read SEC document |
| July 25, 2019 Filed Jul 26, 2019 22:18 UTC |
Burton Eve BDirector
|
GrantRestricted Stock Unit · Derivative | 105 | $281.60 | $29,568.00 |
DisclosureSEC source: 0000896878-19-000101 · edgar.xml · derivative · entry 1 Burton Eve B · CIK 0001587289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105 Underlying: Common Stock · 105 shares Expires 2026-07-25 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 the vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:32 UTC |
SMITH BRAD DDirector · Executive Chairman
|
GrantRestricted Stock Unit (performance-based vesting) · Derivative | 14,338 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000121 · edgar.xml · derivative · entry 3 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,338 Underlying: Common Stock · 14,338 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 · derivative.exercise_date: 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 9/1/2022. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:32 UTC |
SMITH BRAD DDirector · Executive Chairman
|
GrantRestricted Stock Unit · Derivative | 7,103 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000121 · edgar.xml · derivative · entry 2 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,103 Underlying: Common Stock · 7,103 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: Provided that a predetermined one year operating goal threshold is achieved, 25% of the restricted stock units will vest on 7/1/2020; thereafter 6.25% of the restricted stock units will vest on each of October 1, December 31, April 1, and July 1, following the first vest date 7/1/2020, 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 25, 2019 Filed Jul 29, 2019 22:32 UTC |
SMITH BRAD DDirector · Executive Chairman
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 30,514 | $0.00 Strike: $281.60 | $0.00 |
DisclosureSEC source: 0000896878-19-000121 · edgar.xml · derivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,514 Underlying: Common Stock · 30,514 shares Expires 2026-07-24 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/25/2020 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:30 UTC |
McLean Kerry JSVP, Gen. Counsel & Corp Sec.
|
GrantRestricted Stock Unit (performance-based vesting) · Derivative | 6,273 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000120 · 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: 6,273 Underlying: Common Stock · 6,273 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 · derivative.exercise_date: 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 best on 9/1/2022. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:30 UTC |
McLean Kerry JSVP, Gen. Counsel & Corp Sec.
|
GrantRestricted Stock Unit · Derivative | 3,108 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000120 · 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: 3,108 Underlying: Common Stock · 3,108 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: 12.5% of the restricted stock units will vest on 12/31/2019; thereafter 6.25% of the restricted stock units will vest on each of April 1, July 1, October 1, and December 31, following the first vest date 12/31/2019, 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 25, 2019 Filed Jul 29, 2019 22:30 UTC |
McLean Kerry JSVP, Gen. Counsel & Corp Sec.
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 13,350 | $0.00 Strike: $281.60 | $0.00 |
DisclosureSEC source: 0000896878-19-000120 · 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: 13,350 Underlying: Common Stock · 13,350 shares Expires 2026-07-24 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/25/2020 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:28 UTC |
Johnson Gregory NEVP, Consumer Group
|
GrantRestricted Stock Unit (performance-based vesting) · Derivative | 16,130 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000119 · edgar.xml · derivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,130 Underlying: Common Stock · 16,130 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 · derivative.exercise_date: 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 9/1/2022. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:28 UTC |
Johnson Gregory NEVP, Consumer Group
|
GrantRestricted Stock Unit · Derivative | 7,991 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000119 · edgar.xml · derivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,991 Underlying: Common Stock · 7,991 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: Provided that a predetermined one year operating goal threshold is achieved, 25% of the restricted stock units will vest on 7/1/2020; thereafter 6.25% of the restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date 7/1/2020, 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 25, 2019 Filed Jul 29, 2019 22:28 UTC |
Johnson Gregory NEVP, Consumer Group
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 34,329 | $0.00 Strike: $281.60 | $0.00 |
DisclosureSEC source: 0000896878-19-000119 · edgar.xml · derivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,329 Underlying: Common Stock · 34,329 shares Expires 2026-07-24 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/25/2020 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:27 UTC |
Goodarzi Sasan KDirector · CEO and President
|
GrantRestricted Stock Unit (performance-based vesting) · Derivative | 28,675 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000118 · edgar.xml · derivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,675 Underlying: Common Stock · 28,675 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 · derivative.exercise_date: 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 9/1/2022. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:27 UTC |
Goodarzi Sasan KDirector · CEO and President
|
GrantRestricted Stock Unit · Derivative | 14,205 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000118 · edgar.xml · derivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,205 Underlying: Common Stock · 14,205 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: Provided that a predetermined one year operating goal threshold is achieved, 25% of the restricted stock units will vest on 7/1/2020; thereafter 6.25% of the restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date 7/1/2020, 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 25, 2019 Filed Jul 29, 2019 22:27 UTC |
Goodarzi Sasan KDirector · CEO and President
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 61,028 | $0.00 Strike: $281.60 | $0.00 |
DisclosureSEC source: 0000896878-19-000118 · edgar.xml · derivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,028 Underlying: Common Stock · 61,028 shares Expires 2026-07-24 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/25/2020 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:23 UTC |
FENNELL LAURA AEVP, People & Places
|
GrantRestricted Stock Unit (performance-based vesting) · Derivative | 12,546 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000116 · edgar.xml · derivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,546 Underlying: Common Stock · 12,546 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 · derivative.exercise_date: 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 9/1/2022. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:23 UTC |
FENNELL LAURA AEVP, People & Places
|
GrantRestricted Stock Unit · Derivative | 6,215 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000116 · edgar.xml · derivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,215 Underlying: Common Stock · 6,215 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: Provided that a predetermined one year operating goal threshold is achieved, 25% of the restricted stock units will vest on 7/1/2020; thereafter 6.25% of the restricted stock units will vest on each of October 1, December 31, April 1, and July 1, following the first vest date 7/1/2020, 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 25, 2019 Filed Jul 29, 2019 22:23 UTC |
FENNELL LAURA AEVP, People & Places
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 26,700 | $0.00 Strike: $281.60 | $0.00 |
DisclosureSEC source: 0000896878-19-000116 · edgar.xml · derivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,700 Underlying: Common Stock · 26,700 shares Expires 2026-07-24 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/25/2020 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:25 UTC |
FLOURNOY MARK JVP, Chief Accounting Officer
|
GrantRestricted Stock Unit · Derivative | 2,664 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000117 · edgar.xml · derivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,664 Underlying: Common Stock · 2,664 shares Expires not disclosed F1 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: 25% of the restricted stock units will vest on 7/1/2020; thereafter 6.25% of the restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date 7/1/2020, until the award is fully vested. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:22 UTC |
Clatterbuck Michelle MEVP & CFO
|
GrantRestricted Stock Unit (performance-based vesting) · Derivative | 12,546 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000115 · edgar.xml · derivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,546 Underlying: Common Stock · 12,546 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 · derivative.exercise_date: 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 9/1/2022. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:22 UTC |
Clatterbuck Michelle MEVP & CFO
|
GrantRestricted Stock Unit · Derivative | 6,215 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000115 · edgar.xml · derivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,215 Underlying: Common Stock · 6,215 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: Provided that a predetermined one year operating goal threshold is achieved, 25% of the restricted stock units will vest on 7/1/2020; thereafter 6.25% of the restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date 7/1/2020, 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 25, 2019 Filed Jul 29, 2019 22:22 UTC |
Clatterbuck Michelle MEVP & CFO
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 26,700 | $0.00 Strike: $281.60 | $0.00 |
DisclosureSEC source: 0000896878-19-000115 · edgar.xml · derivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,700 Underlying: Common Stock · 26,700 shares Expires 2026-07-24 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/25/2020 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:19 UTC |
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
|
GrantRestricted Stock Unit (performance-based vesting) · Derivative | 16,130 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000114 · edgar.xml · derivative · entry 3 Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,130 Underlying: Common Stock · 16,130 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 · derivative.exercise_date: 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 9/1/2022. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:19 UTC |
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
|
GrantRestricted Stock Unit · Derivative | 7,991 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000114 · edgar.xml · derivative · entry 2 Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,991 Underlying: Common Stock · 7,991 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: Provided that a predetermined one year operating goal threshold is achieved, 25% of the restricted stock units will vest on 7/1/2020; thereafter 6.25% of the restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date 7/1/2020, 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 25, 2019 Filed Jul 29, 2019 22:19 UTC |
Chriss James AlexanderEVP, Small Bus. & SelfEmployed
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 34,329 | $0.00 Strike: $281.60 | $0.00 |
DisclosureSEC source: 0000896878-19-000114 · edgar.xml · derivative · entry 1 Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,329 Underlying: Common Stock · 34,329 shares Expires 2026-07-24 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/25/2020 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:23 UTC |
SMITH BRAD DDirector · Executive Chairman
|
Exercise / conversionRestricted Stock Unit · Derivative | 229 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000099 · edgar.xml · derivative · entry 9 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,271 Underlying: Common Stock · 229 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: 1-for-1 F10 · derivative.exercise_date: Represents vesting and release date to accommodate the withholding of shares in connection with tax withholding obligations for restricted stock units with a deferred release date of 7/1/2020. F7 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:23 UTC |
SMITH BRAD DDirector · Executive Chairman
|
Exercise / conversionRestricted Stock Unit · Derivative | 8,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000099 · edgar.xml · derivative · entry 8 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,946 Underlying: Common Stock · 8,667 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: 1-for-1 F9 · derivative.exercise_date: Represents release date for 8,281 vested restricted stock units and vesting and release date for 386 restricted stock units. F7 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:23 UTC |
SMITH BRAD DDirector · Executive Chairman
|
Exercise / conversionRestricted Stock Unit · Derivative | 11,999 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000099 · edgar.xml · derivative · entry 7 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,464 Underlying: Common Stock · 11,999 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: 1-for-1 F8 · derivative.exercise_date: Represents release date for 11,464 vested restricted stock units and vesting and release date for 535 restricted stock units. F7 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:23 UTC |
SMITH BRAD DDirector · Executive Chairman
|
Exercise / conversionRestricted Stock Unit · Derivative | 9,427 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000099 · 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 · 9,427 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: 1-for-1 F6 · derivative.exercise_date: Represents release date for vested restricted stock units. F7 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:23 UTC |
SMITH BRAD DDirector · Executive Chairman
|
Tax withholdingCommon Stock | 14,362 | $264.20 | $3,794,440.40 |
DisclosureSEC source: 0000896878-19-000099 · edgar.xml · nonDerivative · entry 5 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,226 F4 · shares: Shares withheld in connection with tax withholding obligations as follows: 13,212 shares in connection with deferred release of vested restricted stock units on 7/1/2019 and 1,150 shares in connection with vesting of restricted stock units subject to deferred release date of 7/1/2020. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:23 UTC |
SMITH BRAD DDirector · Executive Chairman
|
Exercise / conversionCommon Stock | 229 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000099 · edgar.xml · nonDerivative · entry 4 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,588 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 01, 2019 Filed Jul 3, 2019 21:23 UTC |
SMITH BRAD DDirector · Executive Chairman
|
Exercise / conversionCommon Stock | 8,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000099 · edgar.xml · nonDerivative · entry 3 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,359 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 · shares: Represents the deferred release of 8,281 vested restricted stock units and the vesting and release of an additional 386 restricted stock units to accommodate the withholding of those 386 shares in connection with tax withholding obligations for restricted stock units with a deferred release date of 7/1/2020. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:23 UTC |
SMITH BRAD DDirector · Executive Chairman
|
Exercise / conversionCommon Stock | 11,999 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000099 · edgar.xml · nonDerivative · entry 2 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,692 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 · shares: Represents the deferred release of 11,464 vested restricted stock units and the vesting and release of an additional 535 restricted stock units to accommodate the withholding of those 535 shares in connection with tax withholding obligations for restricted stock units with a deferred release date of 7/1/2020. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:23 UTC |
SMITH BRAD DDirector · Executive Chairman
|
Exercise / conversionCommon Stock | 9,427 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000099 · edgar.xml · nonDerivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,693 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 126 shares acquired by the reporting person on 3/15/2019 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:21 UTC |
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
|
Exercise / conversionRestricted Stock Unit · Derivative | 865 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000098 · edgar.xml · derivative · entry 7 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,596 Underlying: Common Stock · 865 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 traunch of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:21 UTC |
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
|
Exercise / conversionRestricted Stock Unit · Derivative | 1,212 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000098 · edgar.xml · derivative · entry 6 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,212 Underlying: Common Stock · 1,212 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 traunch of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:21 UTC |
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
|
Exercise / conversionRestricted Stock Unit · Derivative | 1,325 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000098 · edgar.xml · derivative · entry 5 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,325 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 traunch of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:21 UTC |
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
|
Tax withholdingCommon Stock | 1,687 | $264.20 | $445,705.40 |
DisclosureSEC source: 0000896878-19-000098 · edgar.xml · nonDerivative · entry 4 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,365 Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:21 UTC |
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
|
Exercise / conversionCommon Stock | 865 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000098 · edgar.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,052 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 01, 2019 Filed Jul 3, 2019 21:21 UTC |
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
|
Exercise / conversionCommon Stock | 1,212 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000098 · edgar.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,187 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 01, 2019 Filed Jul 3, 2019 21:21 UTC |
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
|
Exercise / conversionCommon Stock | 1,325 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000098 · edgar.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,975 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 the following shares acquired by the reporting person through the Intuit Inc. Employee Stock Purchase Plan: 84 shares on 3/15/2019 and 32 shares on 6/15/2019. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:11 UTC |
Clatterbuck Michelle MEVP and CFO
|
Exercise / conversionRestricted Stock Unit · Derivative | 1,730 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000093 · edgar.xml · derivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,193 Underlying: Common Stock · 1,730 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 vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:11 UTC |
Clatterbuck Michelle MEVP and CFO
|
Exercise / conversionRestricted Stock Unit · Derivative | 923 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000093 · edgar.xml · derivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 924 Underlying: Common Stock · 923 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 vest 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.