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person · Reporting owner

STANSBURY HENRY TAYLOE

Disclosed activity across 2 companies

Tapewire entity
154736
SEC CIK
0001229237

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
INTUIT INC.INTU · Entity 2373EVP, Chief Technology OfficerDecember 21, 2018December 26, 2018

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.

INTUIT INC.

Report date December 21, 2018 · Filed December 26, 2018

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect1,890 Ending reported balance After 2018-12-21 transaction · row 9
9 source rows · reconciled sequence

Row 1 · 2018-12-21 · Exercise / conversion · Acquired 1,493 · Balance 3,383

F1: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

Row 2 · 2018-12-21 · Exercise / conversion · Acquired 2,157 · Balance 5,540

F1: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

Row 3 · 2018-12-21 · Sale · Disposed 516 · Balance 5,024

F1: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F2: This transaction was executed in multiple trades ranging from $185.05 to $186.04. 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.

Row 4 · 2018-12-21 · Sale · Disposed 514 · Balance 4,510

F1: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F3: This transaction was executed in multiple trades ranging from $186.05 to $186.28. 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.

Row 5 · 2018-12-21 · Sale · Disposed 500 · Balance 4,010

F1: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F4: This transaction was executed in multiple trades ranging from $187.11 to $187.65. 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.

Row 6 · 2018-12-21 · Sale · Disposed 620 · Balance 3,390

F1: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F5: This transaction was executed in multiple trades ranging from $188.27 to $189.15. 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.

Row 7 · 2018-12-21 · Sale · Disposed 500 · Balance 2,890

F1: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F6: This transaction was executed in multiple trades ranging from $189.98 to $190.84. 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.

Row 8 · 2018-12-21 · Sale · Disposed 500 · Balance 2,390

F1: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F7: This transaction was executed in multiple trades ranging from $191.59 to $192.18. 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.

Row 9 · 2018-12-21 · Sale · Disposed 500 · Balance 1,890

F1: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F8: This transaction was executed in multiple trades ranging from $192.71 to $193.03. 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.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $135.35 · Expires 2024-07-19Direct28,365 Reported balance After 2018-12-21 transaction · row 10 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 10 · 2018-12-21 · Exercise / conversion · Disposed 1,493 · Balance 28,365

F1: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $113.19 · Expires 2023-07-20Direct15,106 Reported balance After 2018-12-21 transaction · row 11 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 11 · 2018-12-21 · Exercise / conversion · Disposed 2,157 · Balance 15,106

F1: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

Filing footnotes · ownership attribution and instrument terms

F1: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F2: This transaction was executed in multiple trades ranging from $185.05 to $186.04. 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.

F3: This transaction was executed in multiple trades ranging from $186.05 to $186.28. 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.

F4: This transaction was executed in multiple trades ranging from $187.11 to $187.65. 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: This transaction was executed in multiple trades ranging from $188.27 to $189.15. 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: This transaction was executed in multiple trades ranging from $189.98 to $190.84. 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.

F7: This transaction was executed in multiple trades ranging from $191.59 to $192.18. 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.

F8: This transaction was executed in multiple trades ranging from $192.71 to $193.03. 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.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

SHUTTERFLY INC

Report date September 25, 2019 · Filed September 26, 2019

Section 16 reporting ended · disclosed 2019-09-26. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2019-09-25 transaction · row 1
1 source row

Row 1 · 2019-09-25 · Disposition to issuer · Disposed 8,425 · Balance 0

F1: Pursuant to the Agreement and Plan of Merger among the Issuer, Photo Holdings, LLC and Photo Holdings Merger Sub, Inc. dated as of June 10, 2019 (the "Merger Agreement"), the shares of common stock were cancelled and converted into the right to receive $51.00 in cash per share.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2019-09-25 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2019-09-25 · Disposition to issuer · Disposed 4,995 · Balance 0

F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer upon vesting.

F3: Pursuant to the Merger Agreement, the vesting of all outstanding RSUs accelerated so that the RSUs became fully vested, and the RSUs were cancelled and converted into the right to receive $51.00 in cash per outstanding RSU, payable in accordance with and subject to the terms of the Merger Agreement.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to the Agreement and Plan of Merger among the Issuer, Photo Holdings, LLC and Photo Holdings Merger Sub, Inc. dated as of June 10, 2019 (the "Merger Agreement"), the shares of common stock were cancelled and converted into the right to receive $51.00 in cash per share.

F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer upon vesting.

F3: Pursuant to the Merger Agreement, the vesting of all outstanding RSUs accelerated so that the RSUs became fully vested, and the RSUs were cancelled and converted into the right to receive $51.00 in cash per outstanding RSU, payable in accordance with and subject to the terms of the Merger Agreement.

Transaction history

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 25, 2019 Filed Sep 26, 2019 20:47 UTC SHUTTERFLY INC SFLY · Entity 154733 Disposition to issuerRestricted Stock Units · Derivative 4,995 $0.00 $0.00
Disclosure

SEC source: 0001213900-19-019061 · ownership.xml · derivative · entry 2

STANSBURY HENRY TAYLOE · CIK 0001229237 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,995 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer upon vesting.

F3 · derivative.exercise_date: Pursuant to the Merger Agreement, the vesting of all outstanding RSUs accelerated so that the RSUs became fully vested, and the RSUs were cancelled and converted into the right to receive $51.00 in cash per outstanding RSU, payable in accordance with and subject to the terms of the Merger Agreement.

F3 · derivative.expiration_date: Pursuant to the Merger Agreement, the vesting of all outstanding RSUs accelerated so that the RSUs became fully vested, and the RSUs were cancelled and converted into the right to receive $51.00 in cash per outstanding RSU, payable in accordance with and subject to the terms of the Merger Agreement.

Read SEC document
September 25, 2019 Filed Sep 26, 2019 20:47 UTC SHUTTERFLY INC SFLY · Entity 154733 Disposition to issuerCommon Stock 8,425 Not disclosed Not disclosed
Disclosure

SEC source: 0001213900-19-019061 · ownership.xml · nonDerivative · entry 1

STANSBURY HENRY TAYLOE · CIK 0001229237 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: Pursuant to the Agreement and Plan of Merger among the Issuer, Photo Holdings, LLC and Photo Holdings Merger Sub, Inc. dated as of June 10, 2019 (the "Merger Agreement"), the shares of common stock were cancelled and converted into the right to receive $51.00 in cash per share.

Read SEC document
May 23, 2019 Filed May 24, 2019 20:02 UTC SHUTTERFLY INC SFLY · Entity 154733 Exercise / conversionRestricted Stock Units · Derivative 2,400 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-012167 · doc1.xml · derivative · entry 2

STANSBURY HENRY TAYLOE · CIK 0001229237 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,400 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: Each RSU represents a contingent right to receive one (1) share of Issuer common stock under the Issuer's 2015 Equity Incentive Plan.

F1 · kind: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on May 23, 2018.

F3 · derivative.exercise_date: The RSUs vested in full on May 23, 2019.

F3 · derivative.expiration_date: The RSUs vested in full on May 23, 2019.

Read SEC document
May 23, 2019 Filed May 24, 2019 20:02 UTC SHUTTERFLY INC SFLY · Entity 154733 Exercise / conversionCommon Stock 2,400 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-012167 · doc1.xml · nonDerivative · entry 1

STANSBURY HENRY TAYLOE · CIK 0001229237 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,425

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: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on May 23, 2018.

Read SEC document
May 15, 2019 Filed May 17, 2019 16:59 UTC SHUTTERFLY INC SFLY · Entity 154733 GrantRestricted Stock Units · Derivative 4,995 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-011557 · doc1.xml · derivative · entry 1

STANSBURY HENRY TAYLOE · CIK 0001229237 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,995

Underlying: Common Stock · 4,995 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one (1) share of Issuer common stock under the Issuer's 2015 Equity Incentive Plan.

F2 · derivative.exercise_date: The RSUs will vest in full on May 15, 2020, subject to the continued service of the Reporting Person on the vest date.

F2 · derivative.expiration_date: The RSUs will vest in full on May 15, 2020, subject to the continued service of the Reporting Person on the vest date.

Read SEC document
December 21, 2018 Filed Dec 26, 2018 20:37 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 2,157 $0.00 Strike: $113.19 $0.00
Disclosure

SEC source: 0000896878-18-000226 · edgar.xml · derivative · entry 11

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,106

Underlying: Common Stock · 2,157 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
December 21, 2018 Filed Dec 26, 2018 20:37 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 1,493 $0.00 Strike: $135.35 $0.00
Disclosure

SEC source: 0000896878-18-000226 · edgar.xml · derivative · entry 10

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,365

Underlying: Common Stock · 1,493 shares

Expires 2024-07-19

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

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

Read SEC document
December 21, 2018 Filed Dec 26, 2018 20:37 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 500 $192.82 $96,408.00
Disclosure

SEC source: 0000896878-18-000226 · edgar.xml · nonDerivative · entry 9

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,890

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F8 · price: This transaction was executed in multiple trades ranging from $192.71 to $193.03. 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
December 21, 2018 Filed Dec 26, 2018 20:37 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 500 $191.80 $95,901.00
Disclosure

SEC source: 0000896878-18-000226 · edgar.xml · nonDerivative · entry 8

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,390

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F7 · price: This transaction was executed in multiple trades ranging from $191.59 to $192.18. 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
December 21, 2018 Filed Dec 26, 2018 20:37 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 500 $190.51 $95,256.00
Disclosure

SEC source: 0000896878-18-000226 · edgar.xml · nonDerivative · entry 7

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,890

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 $189.98 to $190.84. 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
December 21, 2018 Filed Dec 26, 2018 20:37 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 620 $188.62 $116,941.42
Disclosure

SEC source: 0000896878-18-000226 · edgar.xml · nonDerivative · entry 6

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,390

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 $188.27 to $189.15. 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
December 21, 2018 Filed Dec 26, 2018 20:37 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 500 $187.41 $93,705.00
Disclosure

SEC source: 0000896878-18-000226 · edgar.xml · nonDerivative · entry 5

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,010

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 $187.11 to $187.65. 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
December 21, 2018 Filed Dec 26, 2018 20:37 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 514 $186.11 $95,662.13
Disclosure

SEC source: 0000896878-18-000226 · edgar.xml · nonDerivative · entry 4

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,510

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 $186.05 to $186.28. 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
December 21, 2018 Filed Dec 26, 2018 20:37 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 516 $185.61 $95,775.64
Disclosure

SEC source: 0000896878-18-000226 · edgar.xml · nonDerivative · entry 3

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,024

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F2 · price: This transaction was executed in multiple trades ranging from $185.05 to $186.04. 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
December 21, 2018 Filed Dec 26, 2018 20:37 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 2,157 $113.19 $244,150.83
Disclosure

SEC source: 0000896878-18-000226 · edgar.xml · nonDerivative · entry 2

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,540

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
December 21, 2018 Filed Dec 26, 2018 20:37 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 1,493 $135.35 $202,077.55
Disclosure

SEC source: 0000896878-18-000226 · edgar.xml · nonDerivative · entry 1

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,383

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.

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

Read SEC document
November 27, 2018 Filed Nov 28, 2018 23:31 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 4,316 $0.00 Strike: $113.19 $0.00
Disclosure

SEC source: 0000896878-18-000220 · edgar.xml · derivative · entry 8

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,263

Underlying: Common Stock · 4,316 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.

F6 · derivative.exercise_date: Represents most recent vest date for the options exercised in this transaction.

Read SEC document
November 27, 2018 Filed Nov 28, 2018 23:31 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 2,986 $0.00 Strike: $135.35 $0.00
Disclosure

SEC source: 0000896878-18-000220 · edgar.xml · derivative · entry 7

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,858

Underlying: Common Stock · 2,986 shares

Expires 2024-07-19

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

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F6 · derivative.exercise_date: Represents most recent vest date for the options exercised in this transaction.

Read SEC document
November 27, 2018 Filed Nov 28, 2018 23:31 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 720 $199.21 $143,427.60
Disclosure

SEC source: 0000896878-18-000220 · edgar.xml · nonDerivative · entry 6

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,890

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 $198.93 to $199.64. 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
November 27, 2018 Filed Nov 28, 2018 23:31 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 3,181 $198.41 $631,139.35
Disclosure

SEC source: 0000896878-18-000220 · edgar.xml · nonDerivative · entry 5

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,610

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 $197.92 to $198.75. 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
November 27, 2018 Filed Nov 28, 2018 23:31 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 2,501 $197.21 $493,212.21
Disclosure

SEC source: 0000896878-18-000220 · edgar.xml · nonDerivative · entry 4

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,791

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 $196.86 to $197.71. 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
November 27, 2018 Filed Nov 28, 2018 23:31 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 900 $196.30 $176,669.01
Disclosure

SEC source: 0000896878-18-000220 · edgar.xml · nonDerivative · entry 3

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,292

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F2 · price: This transaction was executed in multiple trades ranging from $195.83 to $196.68. 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
November 27, 2018 Filed Nov 28, 2018 23:31 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 4,316 $113.19 $488,528.04
Disclosure

SEC source: 0000896878-18-000220 · edgar.xml · nonDerivative · entry 2

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,192

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
November 27, 2018 Filed Nov 28, 2018 23:31 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 2,986 $135.35 $404,155.10
Disclosure

SEC source: 0000896878-18-000220 · edgar.xml · nonDerivative · entry 1

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,876

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

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

Read SEC document
September 21, 2018 Filed Sep 25, 2018 18:24 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 1,493 $0.00 Strike: $135.35 $0.00
Disclosure

SEC source: 0000896878-18-000193 · edgar.xml · derivative · entry 7

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,844

Underlying: Common Stock · 1,493 shares

Expires 2024-07-19

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

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F5 · derivative.exercise_date: Represents latest vesting date for the options exercised.

Read SEC document
September 21, 2018 Filed Sep 25, 2018 18:24 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 2,158 $0.00 Strike: $113.19 $0.00
Disclosure

SEC source: 0000896878-18-000193 · edgar.xml · derivative · entry 6

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,579

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.

F5 · derivative.exercise_date: Represents latest vesting date for the options exercised.

Read SEC document
September 21, 2018 Filed Sep 25, 2018 18:24 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 630 $222.61 $140,242.47
Disclosure

SEC source: 0000896878-18-000193 · edgar.xml · nonDerivative · entry 5

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,890

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 $222.25 to $223.20. 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
September 21, 2018 Filed Sep 25, 2018 18:24 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 1,600 $221.93 $355,084.96
Disclosure

SEC source: 0000896878-18-000193 · edgar.xml · nonDerivative · entry 4

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,520

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 $221.25 to $222.22. 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
September 21, 2018 Filed Sep 25, 2018 18:24 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 1,421 $220.64 $313,524.04
Disclosure

SEC source: 0000896878-18-000193 · edgar.xml · nonDerivative · entry 3

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,120

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F2 · price: This transaction was executed in multiple trades ranging from $220.25 to $221.21. 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
September 21, 2018 Filed Sep 25, 2018 18:24 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 1,493 $135.35 $202,077.55
Disclosure

SEC source: 0000896878-18-000193 · edgar.xml · nonDerivative · entry 2

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,541

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

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

Read SEC document
September 21, 2018 Filed Sep 25, 2018 18:24 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 2,158 $113.19 $244,264.02
Disclosure

SEC source: 0000896878-18-000193 · edgar.xml · nonDerivative · entry 1

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,048

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
September 06, 2018 Filed Sep 7, 2018 20:25 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 19,018 $218.86 $4,162,193.90
Disclosure

SEC source: 0000896878-18-000185 · edgar.xml · nonDerivative · entry 1

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,890

F1 · price: This transaction was executed in multiple trades ranging from $218.84 to $218.93. 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
September 01, 2018 Filed Sep 5, 2018 22:19 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative 37,721 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000183 · edgar.xml · derivative · entry 3

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 37,721 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1

F2 · shares: Represents the awarded and vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives.

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

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

Read SEC document
September 01, 2018 Filed Sep 5, 2018 22:19 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 18,703 $219.47 $4,104,747.41
Disclosure

SEC source: 0000896878-18-000183 · edgar.xml · nonDerivative · entry 2

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,908

Read SEC document
September 01, 2018 Filed Sep 5, 2018 22:19 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 37,721 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000183 · edgar.xml · nonDerivative · entry 1

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,611

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

Read SEC document
August 27, 2018 Filed Aug 29, 2018 21:47 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 1,784 $0.00 Strike: $107.25 $0.00
Disclosure

SEC source: 0000896878-18-000168 · edgar.xml · derivative · entry 12

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,784 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
August 27, 2018 Filed Aug 29, 2018 21:47 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 4,316 $0.00 Strike: $113.19 $0.00
Disclosure

SEC source: 0000896878-18-000168 · edgar.xml · derivative · entry 11

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,737

Underlying: Common Stock · 4,316 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.

F7 · derivative.exercise_date: Represents latest vesting date for the options exercised.

Read SEC document
August 27, 2018 Filed Aug 29, 2018 21:47 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 19,404 $0.00 Strike: $135.35 $0.00
Disclosure

SEC source: 0000896878-18-000168 · edgar.xml · derivative · entry 10

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,337

Underlying: Common Stock · 19,404 shares

Expires 2024-07-19

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

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F7 · derivative.exercise_date: Represents latest vesting date for the options exercised.

Read SEC document
August 27, 2018 Filed Aug 29, 2018 21:47 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 800 $216.71 $173,366.00
Disclosure

SEC source: 0000896878-18-000168 · edgar.xml · nonDerivative · entry 9

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,890

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 $216.69 to $216.83. 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
August 27, 2018 Filed Aug 29, 2018 21:47 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 300 $215.28 $64,584.00
Disclosure

SEC source: 0000896878-18-000168 · edgar.xml · nonDerivative · entry 8

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,690

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

Read SEC document
August 27, 2018 Filed Aug 29, 2018 21:47 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 700 $213.75 $149,624.02
Disclosure

SEC source: 0000896878-18-000168 · edgar.xml · nonDerivative · entry 7

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,990

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 $213.63 to $213.97. 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
August 27, 2018 Filed Aug 29, 2018 21:47 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 300 $212.93 $63,879.00
Disclosure

SEC source: 0000896878-18-000168 · edgar.xml · nonDerivative · entry 6

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,690

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 $212.53 to $213.52. 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
August 27, 2018 Filed Aug 29, 2018 21:47 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 16,530 $211.66 $3,498,743.11
Disclosure

SEC source: 0000896878-18-000168 · edgar.xml · nonDerivative · entry 5

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,990

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 $211.38 to $212.07. 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
August 27, 2018 Filed Aug 29, 2018 21:47 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 12,766 $211.08 $2,694,676.64
Disclosure

SEC source: 0000896878-18-000168 · edgar.xml · nonDerivative · entry 4

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,520

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017.

F2 · price: This transaction was executed in multiple trades ranging from $210.38 to $211.37. 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
August 27, 2018 Filed Aug 29, 2018 21:47 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 1,784 $107.25 $191,334.00
Disclosure

SEC source: 0000896878-18-000168 · edgar.xml · nonDerivative · entry 3

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,286

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
August 27, 2018 Filed Aug 29, 2018 21:47 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 4,316 $113.19 $488,528.04
Disclosure

SEC source: 0000896878-18-000168 · edgar.xml · nonDerivative · entry 2

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,502

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
August 27, 2018 Filed Aug 29, 2018 21:47 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 19,404 $135.35 $2,626,331.40
Disclosure

SEC source: 0000896878-18-000168 · edgar.xml · nonDerivative · entry 1

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,186

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
August 14, 2018 Filed Aug 16, 2018 19:10 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative 818 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000159 · edgar.xml · derivative · entry 5

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 818 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: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award); these securites either vest and settle or are canceled prior to vesting date.

F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; these securities either vest and settle or are canceled prior to vesting date.

Read SEC document
August 14, 2018 Filed Aug 16, 2018 19:10 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative 818 $105.62 $86,397.16
Disclosure

SEC source: 0000896878-18-000159 · edgar.xml · derivative · entry 4

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 818 shares

Expires 2018-08-14

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 settlement date for Restricted Stock Units (MSPP Purchased Award).

F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Puchased Award); these securities do not expire.

Read SEC document
August 14, 2018 Filed Aug 16, 2018 19:10 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 802 $210.69 $168,973.38
Disclosure

SEC source: 0000896878-18-000159 · edgar.xml · nonDerivative · entry 3

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,782

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.