person · Reporting owner
STANSBURY HENRY TAYLOE
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | EVP, Chief Technology Officer | December 21, 2018 | December 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,890 |
Ending reported balance
After 2018-12-21 transaction · row 9
9 source rows · reconciled sequenceRow 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 2024-07-19 | Direct | 28,365 |
Reported balance
After 2018-12-21 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2023-07-20 | Direct | 15,106 |
Reported balance
After 2018-12-21 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-09-25 transaction · row 1
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2019-09-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| March 28, 2017 Filed Mar 30, 2017 17:52 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,871 | $0.00 Strike: $82.59 | $0.00 |
DisclosureSEC source: 0000896878-17-000038 · edgar.xml · derivative · entry 3 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,484 Underlying: Common Stock · 1,871 shares Expires 2021-07-23 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016. Read SEC document |
| March 28, 2017 Filed Mar 30, 2017 17:52 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,871 | $118.75 | $222,181.25 |
DisclosureSEC source: 0000896878-17-000038 · edgar.xml · nonDerivative · entry 2 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 838 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016. Read SEC document |
| March 28, 2017 Filed Mar 30, 2017 17:52 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,871 | $82.59 | $154,525.89 |
DisclosureSEC source: 0000896878-17-000038 · edgar.xml · nonDerivative · entry 1 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,709 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 September 2016. F2 · balance_after: Includes 168 shares acquired by the reporting person on 3/15/2017 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 00:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,742 | $0.00 Strike: $82.59 | $0.00 |
DisclosureSEC source: 0000896878-17-000034 · edgar.xml · derivative · entry 3 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,355 Underlying: Common Stock · 3,742 shares Expires 2021-07-23 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016. F3 · derivative.exercise_date: One third of the 67,350 options granted under this award vested on 7/25/2015; thereafter, 2.778% of the options vest monthly such that the award is fully vested on 7/24/2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 00:31 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,742 | $125.23 | $468,624.51 |
DisclosureSEC source: 0000896878-17-000034 · edgar.xml · nonDerivative · entry 2 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016. F2 · price: This transaction was executed in multiple trades ranging from $124.84 to $125.74. 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 |
| March 01, 2017 Filed Mar 3, 2017 00:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3,742 | $82.59 | $309,051.78 |
DisclosureSEC source: 0000896878-17-000034 · edgar.xml · nonDerivative · entry 1 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,412 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 September 2016. Read SEC document |
| December 28, 2016 Filed Dec 29, 2016 21:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,871 | $0.00 Strike: $82.59 | $0.00 |
DisclosureSEC source: 0000896878-16-000332 · edgar.xml · derivative · entry 3 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,097 Underlying: Common Stock · 1,871 shares Expires 2021-07-23 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016. F2 · derivative.exercise_date: One third of the 67,350 options granted under this award vested on 7/25/2015; thereafter, 2.778% of the options vest monthly such that the award is fully vested on 7/24/2017. Read SEC document |
| December 28, 2016 Filed Dec 29, 2016 21:09 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,871 | $116.88 | $218,682.48 |
DisclosureSEC source: 0000896878-16-000332 · edgar.xml · nonDerivative · entry 2 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016. Read SEC document |
| December 28, 2016 Filed Dec 29, 2016 21:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,871 | $82.59 | $154,525.89 |
DisclosureSEC source: 0000896878-16-000332 · edgar.xml · nonDerivative · entry 1 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,541 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 September 2016. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 18:25 UTC | SHUTTERFLY INC SFLY · Entity 154733 | GrantRestricted Stock Units · Derivative | 2,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-089301 · doc1.xml · derivative · entry 1 STANSBURY HENRY TAYLOE · CIK 0001229237 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,085 Underlying: Common Stock · 2,085 shares Expires not disclosed F1 · derivative.exercise_price: Each of these RSUs represents a contingent right to receive one (1) share of Issuer common stock upon settlement for no consideration. F2 · derivative.exercise_date: The RSUs will vest in full on June 21, 2017. F2 · derivative.expiration_date: The RSUs will vest in full on June 21, 2017. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 23:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,742 | $0.00 Strike: $82.59 | $0.00 |
DisclosureSEC source: 0000896878-16-000330 · edgar.xml · derivative · entry 3 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,968 Underlying: Common Stock · 3,742 shares Expires 2021-07-23 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016. F2 · derivative.exercise_date: One third of the 67,350 options granted under this award vested on 7/25/2015; thereafter, 2.778% of the options vest monthly such that the award is fully vested on 7/24/2017. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 23:32 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,742 | $115.59 | $432,537.78 |
DisclosureSEC source: 0000896878-16-000330 · edgar.xml · nonDerivative · entry 2 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 23:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3,742 | $82.59 | $309,051.78 |
DisclosureSEC source: 0000896878-16-000330 · edgar.xml · nonDerivative · entry 1 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,412 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 September 2016. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:29 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 26,189 | $0.00 Strike: $82.59 | $0.00 |
DisclosureSEC source: 0000896878-16-000323 · edgar.xml · derivative · entry 3 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,710 Underlying: Common Stock · 26,189 shares Expires 2021-07-23 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016. F2 · derivative.exercise_date: One third of the 67,350 options granted under this award vested on 7/24/2015; thereafter, 2.778% of the options vest monthly such that the award is fully vested on 7/24/2017. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:29 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 26,189 | $115.59 | $3,027,186.51 |
DisclosureSEC source: 0000896878-16-000323 · edgar.xml · nonDerivative · entry 2 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:29 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 26,189 | $82.59 | $2,162,949.51 |
DisclosureSEC source: 0000896878-16-000323 · edgar.xml · nonDerivative · entry 1 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,859 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 September 2016. Read SEC document |
| September 26, 2016 Filed Sep 27, 2016 22:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,871 | $0.00 Strike: $82.59 | $0.00 |
DisclosureSEC source: 0000896878-16-000310 · edgar.xml · derivative · entry 3 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,899 Underlying: Common Stock · 1,871 shares Expires 2021-07-23 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2015. F2 · derivative.exercise_date: One third of the 67,350 options granted under this award vested on 7/24/2015; thereafter, 2.778% of the options vest monthly such that the award is fully vested on 7/24/2017. Read SEC document |
| September 26, 2016 Filed Sep 27, 2016 22:28 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,871 | $109.19 | $204,294.49 |
DisclosureSEC source: 0000896878-16-000310 · edgar.xml · nonDerivative · entry 2 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2015. Read SEC document |
| September 26, 2016 Filed Sep 27, 2016 22:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,871 | $82.59 | $154,525.89 |
DisclosureSEC source: 0000896878-16-000310 · edgar.xml · nonDerivative · entry 1 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,541 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 September 2015. Read SEC document |
| September 07, 2016 Filed Sep 7, 2016 23:50 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 11,503 | $111.47 | $1,282,225.61 |
DisclosureSEC source: 0000896878-16-000304 · edgar.xml · nonDerivative · entry 1 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2015. F2 · price: This transaction was executed in multiple trades ranging from $111.05 to $111.84. 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 |
| September 01, 2016 Filed Sep 6, 2016 23:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 18,386 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000298 · 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 · 18,386 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 F5 · shares: Represents the vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives; the balance of the granted units were canceled. 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, 2016 Filed Sep 6, 2016 23:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 5,670 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000298 · 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 · 5,670 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 vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain pre-established 3-year operating goals; the balance of the granted units were canceled. 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, 2016 Filed Sep 6, 2016 23:15 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 12,553 | $112.34 | $1,410,204.02 |
DisclosureSEC source: 0000896878-16-000298 · edgar.xml · nonDerivative · entry 3 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,173 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 18,386 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000298 · edgar.xml · nonDerivative · entry 2 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,726 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 |
| September 01, 2016 Filed Sep 6, 2016 23:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 5,670 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000298 · edgar.xml · nonDerivative · entry 1 STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,340 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.