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 |
|---|---|---|---|---|---|---|
| July 01, 2018 Filed Jul 3, 2018 22:36 UTC |
SMITH BRAD DDirector · Chairman, CEO & President
|
Exercise / conversionCommon Stock | 9,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000104 · edgar.xml · nonDerivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,529 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, 2018 Filed Jul 3, 2018 22:25 UTC |
Goodarzi Sasan KEVP, SESBG
|
Exercise / conversionRestricted Stock Unit · Derivative | 4,926 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000103 · edgar.xml · derivative · entry 7 Goodarzi Sasan K · CIK 0001412321 · EVP, SESBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,850 Underlying: Common Stock · 4,926 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 restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:25 UTC |
Goodarzi Sasan KEVP, SESBG
|
Exercise / conversionRestricted Stock Unit · Derivative | 6,257 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000103 · edgar.xml · derivative · entry 6 Goodarzi Sasan K · CIK 0001412321 · EVP, SESBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,258 Underlying: Common Stock · 6,257 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 restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:25 UTC |
Goodarzi Sasan KEVP, SESBG
|
Exercise / conversionRestricted Stock Unit · Derivative | 5,827 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000103 · edgar.xml · derivative · entry 5 Goodarzi Sasan K · CIK 0001412321 · EVP, SESBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,827 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 restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:25 UTC |
Goodarzi Sasan KEVP, SESBG
|
Tax withholdingCommon Stock | 7,701 | $204.31 | $1,573,352.81 |
DisclosureSEC source: 0000896878-18-000103 · edgar.xml · nonDerivative · entry 4 Goodarzi Sasan K · CIK 0001412321 · EVP, SESBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,309 Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:25 UTC |
Goodarzi Sasan KEVP, SESBG
|
Exercise / conversionCommon Stock | 4,926 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000103 · edgar.xml · nonDerivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · EVP, SESBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,010 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, 2018 Filed Jul 3, 2018 22:25 UTC |
Goodarzi Sasan KEVP, SESBG
|
Exercise / conversionCommon Stock | 6,257 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000103 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · EVP, SESBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,084 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, 2018 Filed Jul 3, 2018 22:25 UTC |
Goodarzi Sasan KEVP, SESBG
|
Exercise / conversionCommon Stock | 5,827 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000103 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · EVP, SESBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,827 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, 2018 Filed Jul 3, 2018 22:23 UTC |
FLOURNOY MARK JVP, Chief Accounting Officer
|
Exercise / conversionRestricted Stock Unit · Derivative | 874 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000102 · edgar.xml · derivative · entry 7 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,748 Underlying: Common Stock · 874 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 restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:23 UTC |
FLOURNOY MARK JVP, Chief Accounting Officer
|
Exercise / conversionRestricted Stock Unit · Derivative | 1,237 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000102 · edgar.xml · derivative · entry 6 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,237 Underlying: Common Stock · 1,237 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 restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:23 UTC |
FLOURNOY MARK JVP, Chief Accounting Officer
|
Exercise / conversionRestricted Stock Unit · Derivative | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000102 · edgar.xml · derivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 569 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 restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:23 UTC |
FLOURNOY MARK JVP, Chief Accounting Officer
|
Tax withholdingCommon Stock | 974 | $204.31 | $198,993.07 |
DisclosureSEC source: 0000896878-18-000102 · edgar.xml · nonDerivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,755 Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:23 UTC |
FLOURNOY MARK JVP, Chief Accounting Officer
|
Exercise / conversionCommon Stock | 874 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000102 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,729 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 |
| July 01, 2018 Filed Jul 3, 2018 22:23 UTC |
FLOURNOY MARK JVP, Chief Accounting Officer
|
Exercise / conversionCommon Stock | 1,237 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000102 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,855 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, 2018 Filed Jul 3, 2018 22:23 UTC |
FLOURNOY MARK JVP, Chief Accounting Officer
|
Exercise / conversionCommon Stock | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000102 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618 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 49 shares acquired by the reporting person on 6/15/2018 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:21 UTC |
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
|
Exercise / conversionRestricted Stock Unit · Derivative | 3,315 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000101 · edgar.xml · derivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,772 Underlying: Common Stock · 3,315 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 restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:21 UTC |
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
|
Exercise / conversionRestricted Stock Unit · Derivative | 2,883 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000101 · edgar.xml · derivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,944 Underlying: Common Stock · 2,883 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 restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:21 UTC |
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
|
Exercise / conversionRestricted Stock Unit · Derivative | 3,804 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000101 · edgar.xml · derivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,804 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 restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:21 UTC |
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
|
Tax withholdingCommon Stock | 4,132 | $204.31 | $844,188.26 |
DisclosureSEC source: 0000896878-18-000101 · edgar.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,772 Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:21 UTC |
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
|
Exercise / conversionCommon Stock | 3,315 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000101 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,904 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, 2018 Filed Jul 3, 2018 22:21 UTC |
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
|
Exercise / conversionCommon Stock | 2,883 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000101 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,589 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, 2018 Filed Jul 3, 2018 22:21 UTC |
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
|
Exercise / conversionCommon Stock | 3,804 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000101 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,706 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: 127 shares on 3/15/2018 and 37 shares on 6/15/2018. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:19 UTC |
Clatterbuck Michelle MEVP, Chief Financial Officer
|
Exercise / conversionRestricted Stock Unit · Derivative | 923 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000100 · edgar.xml · derivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,847 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 restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:19 UTC |
Clatterbuck Michelle MEVP, Chief Financial Officer
|
Exercise / conversionRestricted Stock Unit · Derivative | 921 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000100 · edgar.xml · derivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 921 Underlying: Common Stock · 921 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 restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:19 UTC |
Clatterbuck Michelle MEVP, Chief Financial Officer
|
Exercise / conversionRestricted Stock Unit · Derivative | 1,321 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000100 · edgar.xml · derivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,321 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 restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:19 UTC |
Clatterbuck Michelle MEVP, Chief Financial Officer
|
Tax withholdingCommon Stock | 1,096 | $204.31 | $223,918.28 |
DisclosureSEC source: 0000896878-18-000100 · edgar.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,069 Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:19 UTC |
Clatterbuck Michelle MEVP, Chief Financial Officer
|
Exercise / conversionCommon Stock | 923 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000100 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,165 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, 2018 Filed Jul 3, 2018 22:19 UTC |
Clatterbuck Michelle MEVP, Chief Financial Officer
|
Exercise / conversionCommon Stock | 921 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000100 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,242 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, 2018 Filed Jul 3, 2018 22:19 UTC |
Clatterbuck Michelle MEVP, Chief Financial Officer
|
Exercise / conversionCommon Stock | 1,321 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000100 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,321 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, 2018 Filed Jul 20, 2018 21:19 UTC Amendment |
SMITH BRAD DDirector · Chairman, CEO & President
|
Exercise / conversionRestricted Stock Unit · Derivative | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000113 · edgar.xml · derivative · entry 7 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,613 Underlying: Common Stock · 387 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: For this award granted 7/20/2017, one third of the restricted stock units vest on each of 7/1/2018, 7/1/2019, and 7/1/2020 with each tranche of vested restricted stock units subject to deferred release for one year after vesting date. The issuer has accelerated the issuance of this portion of the vested and unreleased RSUs to accommodate forfeiture of shares related to tax withholding obligations. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 20, 2018 21:19 UTC Amendment |
SMITH BRAD DDirector · Chairman, CEO & President
|
Exercise / conversionRestricted Stock Unit · Derivative | 11,938 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000113 · edgar.xml · derivative · entry 6 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,463 Underlying: Common Stock · 11,938 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 F3 · derivative.exercise_date: For this award granted 7/21/2016, one third of the restricted stock units vest on each of 7/1/2017, 7/1/2018, and 7/1/2019 with each tranche of vested restricted stock units subject to deferred release for one year after vesting date. This reported number represents the sum of unreleased RSUs vested 7/1/2017 and 535 RSUs vested 7/1/2018 for which the issuer accelerated release to accommodate forfeiture of shares related to tax withholding obligations. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 20, 2018 21:19 UTC Amendment |
SMITH BRAD DDirector · Chairman, CEO & President
|
Exercise / conversionRestricted Stock Unit · Derivative | 9,814 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000113 · edgar.xml · derivative · entry 5 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,427 Underlying: Common Stock · 9,814 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: For this award granted 7/23/2015, one third of the restricted stock units vested on each of 7/1/2016, 7/1/2017, and 7/1/2018 with each tranche of vested restricted stock units subject to deferred release for one year after vesting date. This reported number represents the sum of unreleased RSUs vested 7/1/2017 and 440 RSUs vested 7/1/2018 for which the issuer accelerated release to accommodate forfeiture of shares related to tax withholding obligations. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 20, 2018 21:19 UTC Amendment |
SMITH BRAD DDirector · Chairman, CEO & President
|
Tax withholdingCommon Stock | 10,442 | $204.31 | $2,133,352.81 |
DisclosureSEC source: 0000896878-18-000113 · edgar.xml · nonDerivative · entry 4 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,620 Read SEC document |
| July 01, 2018 Filed Jul 20, 2018 21:19 UTC Amendment |
SMITH BRAD DDirector · Chairman, CEO & President
|
Exercise / conversionCommon Stock | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000113 · edgar.xml · nonDerivative · entry 3 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,062 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, 2018 Filed Jul 20, 2018 21:19 UTC Amendment |
SMITH BRAD DDirector · Chairman, CEO & President
|
Exercise / conversionCommon Stock | 11,938 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000113 · edgar.xml · nonDerivative · entry 2 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,675 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, 2018 Filed Jul 20, 2018 21:19 UTC Amendment |
SMITH BRAD DDirector · Chairman, CEO & President
|
Exercise / conversionCommon Stock | 9,814 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000113 · edgar.xml · nonDerivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,737 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, 2018 Filed Jul 20, 2018 21:17 UTC Amendment |
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
|
Tax withholdingCommon Stock | 4,381 | $204.31 | $895,060.21 |
DisclosureSEC source: 0000896878-18-000112 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,523 Read SEC document |
| June 25, 2018 Filed Jun 26, 2018 22:23 UTC |
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,783 | $0.00 Strike: $107.25 | $0.00 |
DisclosureSEC source: 0000896878-18-000092 · edgar.xml · derivative · entry 8 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,784 Underlying: Common Stock · 1,783 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. F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017. Read SEC document |
| June 25, 2018 Filed Jun 26, 2018 22:23 UTC |
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,158 | $0.00 Strike: $113.19 | $0.00 |
DisclosureSEC source: 0000896878-18-000092 · edgar.xml · derivative · entry 7 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,053 Underlying: Common Stock · 2,158 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. F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017. Read SEC document |
| June 25, 2018 Filed Jun 26, 2018 22:23 UTC |
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
|
SaleCommon Stock | 300 | $203.94 | $61,182.99 |
DisclosureSEC source: 0000896878-18-000092 · edgar.xml · nonDerivative · entry 6 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,056 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017. F6 · price: This transaction was executed in multiple trades ranging from $203.88 to $204.04. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 25, 2018 Filed Jun 26, 2018 22:23 UTC |
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
|
SaleCommon Stock | 1,300 | $203.31 | $264,298.06 |
DisclosureSEC source: 0000896878-18-000092 · edgar.xml · nonDerivative · entry 5 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,356 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017. F5 · price: This transaction was executed in multiple trades ranging from $202.87 to $203.70. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 25, 2018 Filed Jun 26, 2018 22:23 UTC |
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
|
SaleCommon Stock | 541 | $202.01 | $109,286.49 |
DisclosureSEC source: 0000896878-18-000092 · edgar.xml · nonDerivative · entry 4 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,656 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017. F4 · price: This transaction was executed in multiple trades ranging from $201.81 to $202.69. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 25, 2018 Filed Jun 26, 2018 22:23 UTC |
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
|
SaleCommon Stock | 1,800 | $201.19 | $362,147.04 |
DisclosureSEC source: 0000896878-18-000092 · edgar.xml · nonDerivative · entry 3 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,197 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017. F3 · price: This transaction was executed in multiple trades ranging from $200.77 to $201.70. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 25, 2018 Filed Jun 26, 2018 22:23 UTC |
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
|
Exercise / conversionCommon Stock | 1,783 | $107.25 | $191,226.75 |
DisclosureSEC source: 0000896878-18-000092 · edgar.xml · nonDerivative · entry 2 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,997 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017. Read SEC document |
| June 25, 2018 Filed Jun 26, 2018 22:23 UTC |
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
|
Exercise / conversionCommon Stock | 2,158 | $113.19 | $244,264.02 |
DisclosureSEC source: 0000896878-18-000092 · edgar.xml · nonDerivative · entry 1 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,214 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017. F2 · balance_after: Includes 37 shares acquired by the reporting person on 6/15/2018 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| June 19, 2018 Filed Jun 20, 2018 20:27 UTC |
COOK SCOTT DDirector · Chair of Exec. Committee
|
SaleCommon Stock | 31,504 | $210.47 | $6,630,539.77 |
DisclosureSEC source: 0000896878-18-000090 · edgar.xml · nonDerivative · entry 4 COOK SCOTT D · CIK 0000938861 · Director · Chair of Exec. Committee 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 10,220,032 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in February 2018. F5 · price: This transaction was executed in multiple trades ranging from $210.22 to $210.81. 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. F6 · ownership.nature: Shares held in trusts as follows: 9,876,164 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93; 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94; and 300,000 shares held by the 2017 Cook-Ostby CRUT. The reporting person is a trustee of each of these trusts. Read SEC document |
| June 19, 2018 Filed Jun 20, 2018 20:27 UTC |
COOK SCOTT DDirector · Chair of Exec. Committee
|
SaleCommon Stock | 17,523 | $209.85 | $3,677,227.83 |
DisclosureSEC source: 0000896878-18-000090 · edgar.xml · nonDerivative · entry 3 COOK SCOTT D · CIK 0000938861 · Director · Chair of Exec. Committee 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 10,251,536 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in February 2018. F4 · price: This transaction was executed in multiple trades ranging from $209.23 to $210.21. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 19, 2018 Filed Jun 20, 2018 20:27 UTC |
COOK SCOTT DDirector · Chair of Exec. Committee
|
SaleCommon Stock | 42,986 | $208.78 | $8,974,715.95 |
DisclosureSEC source: 0000896878-18-000090 · edgar.xml · nonDerivative · entry 2 COOK SCOTT D · CIK 0000938861 · Director · Chair of Exec. Committee 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 10,269,059 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in February 2018. F3 · price: This transaction was executed in multiple trades ranging from $208.24 to $209.22. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 19, 2018 Filed Jun 20, 2018 20:27 UTC |
COOK SCOTT DDirector · Chair of Exec. Committee
|
SaleCommon Stock | 7,987 | $207.69 | $1,658,852.78 |
DisclosureSEC source: 0000896878-18-000090 · edgar.xml · nonDerivative · entry 1 COOK SCOTT D · CIK 0000938861 · Director · Chair of Exec. Committee 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 10,312,045 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in February 2018. F2 · price: This transaction was executed in multiple trades ranging from $207.25 to $208.23. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 06, 2018 Filed Jun 6, 2018 23:41 UTC |
COOK SCOTT DDirector · Chairman of Exec. Committee
|
SaleCommon Stock | 2,462 | $209.00 | $514,566.37 |
DisclosureSEC source: 0000896878-18-000088 · edgar.xml · nonDerivative · entry 3 COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 10,320,032 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in February 2018. F4 · price: This transaction was executed in multiple trades ranging from $208.98 to $209.05. 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 trusts as follows: 9,876,164 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93; 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94; and 400,000 shares held by the 2017 Cook-Ostby CRUT. The reporting person is a trustee of each of these trusts. 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.