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 |
|---|---|---|---|---|---|---|
| August 01, 2003 Filed Aug 5, 2003 19:12 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 137,500 | $8.55 | $1,175,625.00 |
DisclosureSEC source: 0001217831-03-000063 · edgar.xml · nonDerivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,500 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 |
| May 06, 2003 Filed May 7, 2003 19:08 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 38,112 | $0.00 Strike: $2.11 | $0.00 |
DisclosureSEC source: 0001217831-03-000033 · edgar.xml · derivative · entry 6 DALZELL RICHARD L · CIK 0001184753 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 38,112 shares Expires 2007-08-22 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. F2 · derivative.exercise_date: Certain shares of common stock purchased upon exercise of this option were subject to repurchase by the issuer until vested. This option became fully vested on August 22, 2002. Read SEC document |
| May 06, 2003 Filed May 7, 2003 19:08 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 38,112 | $30.00 | $1,143,360.00 |
DisclosureSEC source: 0001217831-03-000033 · edgar.xml · nonDerivative · entry 4 DALZELL RICHARD L · CIK 0001184753 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| May 06, 2003 Filed May 7, 2003 19:08 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 38,112 | $2.11 | $80,393.45 |
DisclosureSEC source: 0001217831-03-000033 · edgar.xml · nonDerivative · entry 3 DALZELL RICHARD L · CIK 0001184753 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,112 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 |
| May 05, 2003 Filed May 7, 2003 19:08 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 81,888 | $0.00 Strike: $2.11 | $0.00 |
DisclosureSEC source: 0001217831-03-000033 · edgar.xml · derivative · entry 5 DALZELL RICHARD L · CIK 0001184753 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,112 Underlying: Common Stock · 81,888 shares Expires 2007-08-22 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. F2 · derivative.exercise_date: Certain shares of common stock purchased upon exercise of this option were subject to repurchase by the issuer until vested. This option became fully vested on August 22, 2002. Read SEC document |
| May 05, 2003 Filed May 7, 2003 19:08 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 81,888 | $30.00 | $2,456,640.00 |
DisclosureSEC source: 0001217831-03-000033 · edgar.xml · nonDerivative · entry 2 DALZELL RICHARD L · CIK 0001184753 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| May 05, 2003 Filed May 7, 2003 19:08 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 81,888 | $2.11 | $172,734.55 |
DisclosureSEC source: 0001217831-03-000033 · edgar.xml · nonDerivative · entry 1 DALZELL RICHARD L · CIK 0001184753 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,888 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.