Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMAZON COM INCAMZN · Entity 1956 | Senior Vice President | November 08, 2007 | November 14, 2007 |
| INTUIT INC.INTU · Entity 2373 | Director | September 08, 2026 | September 09, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AMAZON COM INC
Report date November 08, 2007 · Filed November 14, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 58,021 |
Ending reported balance
After 2007-11-08 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2007-11-08 · Exercise / conversion · Acquired 62,500 · Balance 120,521 Row 2 · 2007-11-08 · Exercise / conversion · Acquired 100,000 · Balance 220,521 Row 3 · 2007-11-08 · Sale · Disposed 162,500 · Balance 58,021 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2: Represents the weighted average sales price. The highest price at which shares were sold was $86.89 and the lowest price at which shares were sold was $83.77. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.55 · Expires 2011-04-04 | Direct | 0 |
Reported balance
After 2007-11-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2007-11-08 · Exercise / conversion · Disposed 62,500 · Balance 0 F3: This option vested at the rate of 3.5714% on August 22, 2002, 5.3571% on November 22, 2002 and upon each completed quarter of employment thereafter through August 22, 2004, 4.4643% on November 22, 2004 and upon each completed quarter of employment thereafter through May 22, 2005, and 4.4643% on November 8, 2005 and upon each completed quarter of employment thereafter until fully vested on November 8, 2007. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $71.28 · Expires 2009-03-26 | Direct | 0 |
Reported balance
After 2007-11-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2007-11-08 · Exercise / conversion · Disposed 100,000 · Balance 0 F4: This option vested at the rate of 20.00% per year on each of the following dates: August 22, 2003, August 22, 2004, November 8, 2005, November 8, 2006 and November 8, 2007. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.
F2: Represents the weighted average sales price. The highest price at which shares were sold was $86.89 and the lowest price at which shares were sold was $83.77.
F3: This option vested at the rate of 3.5714% on August 22, 2002, 5.3571% on November 22, 2002 and upon each completed quarter of employment thereafter through August 22, 2004, 4.4643% on November 22, 2004 and upon each completed quarter of employment thereafter through May 22, 2005, and 4.4643% on November 8, 2005 and upon each completed quarter of employment thereafter until fully vested on November 8, 2007.
F4: This option vested at the rate of 20.00% per year on each of the following dates: August 22, 2003, August 22, 2004, November 8, 2005, November 8, 2006 and November 8, 2007.
INTUIT INC.
Report date September 08, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,531 |
Reported balance
After 2026-09-08 transaction · row 1
1 source rowRow 1 · 2026-09-08 · Sale · Disposed 285 · Balance 11,531 F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on January 8, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on January 8, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TWILIO INC
Report date June 12, 2023 · Filed June 14, 2023
Section 16 reporting ended · disclosed 2023-06-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 19,557 |
Reported balance
After 2023-06-12 transaction · row 1
1 source rowRow 1 · 2023-06-12 · Grant · Acquired 1,336 · Balance 19,557 F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 03, 2024 Filed May 7, 2024 00:49 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 123 | $248.86 | $30,609.78 |
DisclosureSEC source: 0001062993-24-009468 · form4.xml · nonDerivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,342 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 19, 2024 Filed Jan 22, 2024 15:26 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 50 | $622.18 | $31,109.00 |
DisclosureSEC source: 0001062993-24-001133 · form4.xml · derivative · entry 6 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50 Underlying: Common Stock · 50 shares Expires 2029-01-19 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 these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 19, 2024 Filed Jan 22, 2024 15:26 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 418 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-001133 · form4.xml · derivative · entry 5 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 418 Underlying: Common Stock · 418 shares Expires 2029-01-19 F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 15:26 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 143 | $213.87 | $30,583.41 |
DisclosureSEC source: 0001062993-24-001133 · form4.xml · derivative · entry 4 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 143 shares Expires 2024-01-18 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 · 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 these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 15:26 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 1,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-001133 · form4.xml · derivative · entry 3 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,215 shares Expires 2024-01-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 15:26 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 143 | $213.87 | $30,583.41 |
DisclosureSEC source: 0001062993-24-001133 · form4.xml · nonDerivative · entry 2 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,219 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 15:26 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-001133 · form4.xml · nonDerivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,076 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 |
| November 01, 2023 Filed Nov 2, 2023 01:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 126 | $212.36 | $26,757.36 |
DisclosureSEC source: 0001062993-23-020003 · form4.xml · derivative · entry 2 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 126 shares Expires 2023-11-01 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 · price: Fair Market Value of Intuit Inc. Common Stock on date of grant; restricted stock units awarded 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 these restricted stock units. F3 · derivative.expiration_date: Represents release date for these vested restricted stock units. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| November 01, 2023 Filed Nov 2, 2023 01:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 126 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-020003 · form4.xml · nonDerivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,861 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 |
| October 27, 2023 Filed Oct 31, 2023 19:35 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 64 | $479.52 | $30,689.28 |
DisclosureSEC source: 0001062993-23-019884 · form4.xml · derivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64 Underlying: Common Stock · 64 shares Expires 2028-10-27 F1 · derivative.exercise_price: 1-for-1 F4 · price: Fair Market Value of Intuit Inc. Common Stock on date of grant; restricted stock units awarded 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 these restricted stock units. F3 · derivative.expiration_date: Represents release date for these vested restricted stock units. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 28, 2023 Filed Aug 1, 2023 00:12 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 60 | $511.84 | $30,710.40 |
DisclosureSEC source: 0001062993-23-015528 · form4.xml · derivative · entry 3 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60 Underlying: Common Stock · 60 shares Expires 2028-07-28 F1 · derivative.exercise_price: 1-for-1 F4 · price: Fair Market Value of Intuit Inc. Common Stock on date of grant; restricted stock units awarded 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 these restricted stock units. F3 · derivative.expiration_date: Represents release date for these vested restricted stock units. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 27, 2023 Filed Aug 1, 2023 00:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 126 | $212.31 | $26,751.06 |
DisclosureSEC source: 0001062993-23-015528 · form4.xml · derivative · entry 2 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 126 shares Expires 2023-07-27 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 · price: Fair Market Value of Intuit Inc. Common Stock on date of grant; restricted stock units awarded 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 these restricted stock units. F3 · derivative.expiration_date: Represents release date for these vested restricted stock units. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 27, 2023 Filed Aug 1, 2023 00:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 126 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015528 · form4.xml · nonDerivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,735 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 |
| June 12, 2023 Filed Jun 14, 2023 20:57 UTC | TWILIO INC TWLO · Entity 3109 | GrantClass A Common Stock | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001447669-23-000121 · wk-form4_1686776258.xml · nonDerivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,557 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. Read SEC document |
| May 05, 2023 Filed May 8, 2023 21:17 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 72 | $425.95 | $30,668.40 |
DisclosureSEC source: 0001209191-23-028011 · doc4.xml · derivative · entry 3 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72 Underlying: Common Stock · 72 shares Expires 2028-05-05 F1 · derivative.exercise_price: 1-for-1 F4 · price: Fair Market Value of Intuit Inc. Common Stock on date of grant; restricted stock units awarded 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. F3 · derivative.expiration_date: Represents release date for vested restricted stock units. Restricted stock units have no expiration date; they vest or are canceled prior to the vesting date. Read SEC document |
| May 04, 2023 Filed May 8, 2023 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 141 | $189.45 | $26,712.45 |
DisclosureSEC source: 0001209191-23-028011 · doc4.xml · derivative · entry 2 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 141 shares Expires 2023-05-04 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 · price: Fair Market Value of Intuit Inc. Common Stock on date of grant; restricted stock units awarded 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. F3 · derivative.expiration_date: Represents release date for vested restricted stock units. Restricted stock units have no expiration date; they vest or are canceled prior to the vesting date. Read SEC document |
| May 04, 2023 Filed May 8, 2023 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028011 · doc4.xml · nonDerivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,609 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 |
| March 15, 2023 Filed Mar 17, 2023 21:46 UTC | TWILIO INC TWLO · Entity 3109 | GrantClass A Common Stock | 1,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001447669-23-000057 · wf-form4_167908956663232.xml · nonDerivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,221 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant. Read SEC document |
| January 22, 2023 Filed Jan 24, 2023 17:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,148 | $93.61 | $107,464.28 |
DisclosureSEC source: 0001062993-23-001299 · form4.xml · derivative · entry 6 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,148 shares Expires 2023-01-22 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 · 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. F5 · derivative.exercise_date: Represents earliest vesting date for this award. 25% of these Restricted Stock Units vested on each of 1/31/2016, 4/30/2016, 7/31/2016, and 10/31/2016 and were subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 22, 2023 Filed Jan 24, 2023 17:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 2,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-001299 · form4.xml · derivative · entry 5 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,777 shares Expires 2023-01-22 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 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 22, 2023 Filed Jan 24, 2023 17:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-001299 · form4.xml · nonDerivative · entry 2 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,468 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 22, 2023 Filed Jan 24, 2023 17:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-001299 · form4.xml · nonDerivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,320 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 17:31 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 77 | $398.07 | $30,651.39 |
DisclosureSEC source: 0001062993-23-001299 · form4.xml · derivative · entry 4 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77 Underlying: Common Stock · 77 shares Expires 2028-01-20 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 these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 17:31 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 654 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-001299 · form4.xml · derivative · entry 3 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 654 Underlying: Common Stock · 654 shares Expires 2028-01-20 F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 19, 2023 Filed Jan 23, 2023 22:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 160 | $167.74 | $26,838.40 |
DisclosureSEC source: 0001062993-23-001265 · form4.xml · derivative · entry 4 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 160 shares Expires 2023-01-19 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. 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 these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 19, 2023 Filed Jan 23, 2023 22:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 1,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-001265 · form4.xml · derivative · entry 3 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,550 shares Expires 2023-01-19 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. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 19, 2023 Filed Jan 23, 2023 22:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 160 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-001265 · form4.xml · nonDerivative · entry 2 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,543 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 19, 2023 Filed Jan 23, 2023 22:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-001265 · form4.xml · nonDerivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,383 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 22:20 UTC | TWILIO INC TWLO · Entity 3109 | GrantClass A Common Stock | 1,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001447669-22-000214 · wf-form4_167148841417828.xml · nonDerivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,098 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. F2 · balance_after: This number includes 40 RSUs that were inadvertently omitted from the Reporting Person's previous Form 4. Read SEC document |
| October 28, 2022 Filed Oct 31, 2022 23:03 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 71 | $431.79 | $30,657.09 |
DisclosureSEC source: 0001062993-22-021299 · form4.xml · derivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71 Underlying: Common Stock · 71 shares Expires 2027-10-28 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 these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 21:54 UTC | TWILIO INC TWLO · Entity 3109 | GrantClass A Common Stock | 955 | $0.00 | $0.00 |
DisclosureSEC source: 0001447669-22-000163 · wf-form4_166362442064089.xml · nonDerivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,510 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. Read SEC document |
| July 29, 2022 Filed Aug 1, 2022 23:53 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 68 | $456.17 | $31,019.56 |
DisclosureSEC source: 0001062993-22-017015 · form4.xml · derivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68 Underlying: Common Stock · 68 shares Expires 2027-07-29 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 these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 21:03 UTC | TWILIO INC TWLO · Entity 3109 | GrantClass A Common Stock | 726 | $0.00 | $0.00 |
DisclosureSEC source: 0001447669-22-000115 · wf-form4_165549976179981.xml · nonDerivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,555 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. Read SEC document |
| May 06, 2022 Filed May 6, 2022 23:47 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 78 | $395.71 | $30,865.38 |
DisclosureSEC source: 0001062993-22-011844 · form4.xml · derivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78 Underlying: Common Stock · 78 shares Expires 2027-05-06 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 these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:41 UTC | TWILIO INC TWLO · Entity 3109 | GrantClass A Common Stock | 426 | $0.00 | $0.00 |
DisclosureSEC source: 0001447669-22-000055 · wf-form4_164754966900173.xml · nonDerivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,829 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. Read SEC document |
| January 23, 2022 Filed Jan 25, 2022 00:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 950 | $89.42 | $84,949.00 |
DisclosureSEC source: 0001062993-22-001497 · form4.xml · derivative · entry 12 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 950 shares Expires 2022-01-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F5 · price: Fair Market Value of Intuit Inc. Common Stock on date of grant; award pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units. F7 · derivative.exercise_date: 25% of these Restricted Stock Units vested on each of 1/31/2015, 4/30/2015, 7/31/2015, and 10/31/2015 and were subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 23, 2022 Filed Jan 25, 2022 00:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 838 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-001497 · form4.xml · derivative · entry 11 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 838 shares Expires 2022-01-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F6 · derivative.exercise_date: 50% of these Restricted Stock Units vested on each of 1/23/2016 and 1/23/2017 and were subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 23, 2022 Filed Jan 25, 2022 00:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 2,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-001497 · form4.xml · derivative · entry 10 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,907 shares Expires 2022-01-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 23, 2022 Filed Jan 25, 2022 00:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-001497 · form4.xml · nonDerivative · entry 5 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,833 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 23, 2022 Filed Jan 25, 2022 00:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 838 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-001497 · form4.xml · nonDerivative · entry 4 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,883 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 23, 2022 Filed Jan 25, 2022 00:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-001497 · form4.xml · nonDerivative · entry 3 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,045 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 21, 2022 Filed Jan 25, 2022 00:53 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 58 | $528.55 | $30,655.90 |
DisclosureSEC source: 0001062993-22-001497 · form4.xml · derivative · entry 9 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58 Underlying: Common Stock · 58 shares Expires 2027-01-21 F1 · derivative.exercise_price: 1-for-1 F5 · price: Fair Market Value of Intuit Inc. Common Stock on date of grant; award pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units. F2 · derivative.exercise_date: Represents vesting date for these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 21, 2022 Filed Jan 25, 2022 00:53 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 492 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-001497 · form4.xml · derivative · entry 8 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492 Underlying: Common Stock · 492 shares Expires 2027-01-21 F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 20, 2022 Filed Jan 25, 2022 00:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 918 | $117.10 | $107,497.80 |
DisclosureSEC source: 0001062993-22-001497 · form4.xml · derivative · entry 7 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 918 shares Expires 2022-01-20 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 · derivative.exercise_price: 1-for-1 F5 · price: Fair Market Value of Intuit Inc. Common Stock on date of grant; award pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units. F4 · derivative.exercise_date: 25% of these Restricted Stock Units vested on each of 1/31/2017, 4/30/2017, 7/31/2017, and 10/31/2017 and were subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 20, 2022 Filed Jan 25, 2022 00:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 2,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-001497 · form4.xml · derivative · entry 6 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,220 shares Expires 2022-01-20 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 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 20, 2022 Filed Jan 25, 2022 00:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 918 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-001497 · form4.xml · nonDerivative · entry 2 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,138 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 20, 2022 Filed Jan 25, 2022 00:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-001497 · form4.xml · nonDerivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,220 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 16, 2021 Filed Dec 17, 2021 21:46 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass B Common Stock · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001447669-21-000310 · wf-form4_163977754744705.xml · derivative · entry 12 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 500 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. F4 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| December 16, 2021 Filed Dec 17, 2021 21:46 UTC | TWILIO INC TWLO · Entity 3109 | Exercise / conversionClass B Common Stock · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001447669-21-000310 · wf-form4_163977754744705.xml · derivative · entry 11 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Underlying: Class A Common Stock · 500 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. F4 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| December 16, 2021 Filed Dec 17, 2021 21:46 UTC | TWILIO INC TWLO · Entity 3109 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 500 | $0.00 Strike: $3.86 | $0.00 |
DisclosureSEC source: 0001447669-21-000310 · wf-form4_163977754744705.xml · derivative · entry 10 DALZELL RICHARD L · CIK 0001184753 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,500 Underlying: Class B Common Stock · 500 shares Expires 2024-03-24 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: The shares subject to the option vested in 36 equal installments commencing on March 25, 2014. The shares subject to the option are fully vested and exercisable by the Reporting Person. F4 · derivative.underlying: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration 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.