Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Director | January 15, 2026 | January 20, 2026 |
| INTUIT INC.INTU · Entity 2373 | EVP, Consumer Group | July 01, 2018 | July 03, 2018 |
| LEGALZOOM.COM, INC.LZ · Entity 4925 | Director · Chief Executive Officer | May 15, 2024 | May 17, 2024 |
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.
BILL Holdings, Inc.
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,531 |
Reported balance
After 2026-01-15 transaction · row 1
1 source rowRow 1 · 2026-01-15 · Exercise / conversion · Acquired 1,531 · Balance 1,531 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,062 |
Reported balance
After 2026-01-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-15 · Exercise / conversion · Disposed 1,531 · Balance 3,062 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2: The RSUs vest as to 1/3 of the total shares annually on each of January 15, 2026, January 15, 2027 and January 15, 2028, subject to the continuing service of the Reporting Person on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F2: The RSUs vest as to 1/3 of the total shares annually on each of January 15, 2026, January 15, 2027 and January 15, 2028, subject to the continuing service of the Reporting Person on each vesting date.
INTUIT INC.
Report date July 01, 2018 · Filed July 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,774 |
Reported balance
After 2018-07-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-07-01 · Exercise / conversion · Acquired 5,827 · Balance 6,774 F1: Includes 60 shares acquired by the reporting person on 6/15/2018 through the Intuit Inc. Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | Direct | 13,031 |
Reported balance
After 2018-07-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-07-01 · Exercise / conversion · Acquired 6,257 · Balance 13,031 |
| Common StockSEC Table I · non-derivative | Direct | 17,957 |
Reported balance
After 2018-07-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2018-07-01 · Exercise / conversion · Acquired 4,926 · Balance 17,957 |
| Common StockSEC Table I · non-derivative | Direct | 9,521 |
Reported balance
After 2018-07-01 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2018-07-01 · Tax withholding · Disposed 8,436 · Balance 9,521 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-07-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-07-01 · Exercise / conversion · Disposed 5,827 · Balance 0 F2: 1-for-1 F3: Represents vesting date for restricted stock units. F4: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 6,258 |
Reported balance
After 2018-07-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-07-01 · Exercise / conversion · Disposed 6,257 · Balance 6,258 F2: 1-for-1 F3: Represents vesting date for restricted stock units. F4: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 9,850 |
Reported balance
After 2018-07-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-07-01 · Exercise / conversion · Disposed 4,926 · Balance 9,850 F2: 1-for-1 F3: Represents vesting date for restricted stock units. F4: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 60 shares acquired by the reporting person on 6/15/2018 through the Intuit Inc. Employee Stock Purchase Plan.
F2: 1-for-1
F3: Represents vesting date for restricted stock units.
F4: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.
LEGALZOOM.COM, INC.
Report date May 15, 2024 · Filed May 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,119,993 |
Reported balance
After 2024-05-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-15 · Tax withholding · Disposed 42,549 · Balance 1,119,993 F1: This transaction represents the automatic withholding of shares of the Issuer's common stock by the Issuer upon the vesting of restricted stock units ("RSUs") to satisfy the reporting person's tax withholding obligations. F2: As of the date of this filing, includes 893,803 RSUs which are payable in an equivalent number of shares of the Issuer's common stock and also includes 2,000 shares of common stock acquired pursuant to the Issuer's 2021 Employee Stock Purchase Plan on May 15, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction represents the automatic withholding of shares of the Issuer's common stock by the Issuer upon the vesting of restricted stock units ("RSUs") to satisfy the reporting person's tax withholding obligations.
F2: As of the date of this filing, includes 893,803 RSUs which are payable in an equivalent number of shares of the Issuer's common stock and also includes 2,000 shares of common stock acquired pursuant to the Issuer's 2021 Employee Stock Purchase Plan on May 15, 2024.
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 |
|---|---|---|---|---|---|---|
| January 15, 2026 Filed Jan 20, 2026 16:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001583139-26-000001 · form4-01202026_090145.xml · derivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,062 Underlying: Common Stock · 1,531 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSUs vest as to 1/3 of the total shares annually on each of January 15, 2026, January 15, 2027 and January 15, 2028, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: The RSUs vest as to 1/3 of the total shares annually on each of January 15, 2026, January 15, 2027 and January 15, 2028, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 16:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,531 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001583139-26-000001 · form4-01202026_090145.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,531 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 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 19:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 3,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001583139-25-000003 · form4-12162025_121223.xml · derivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,639 Underlying: Common Stock · 3,639 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSUs shall be 100% vested on the earlier of (a) the date of next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date. F2 · derivative.expiration_date: The RSUs shall be 100% vested on the earlier of (a) the date of next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 17:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 4,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-001717 · form4-01172025_100107.xml · derivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,593 Underlying: Common Stock · 4,593 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSUs vest as to 1/3 of the total shares annually on each of January 15, 2026, January 15, 2027 and January 15, 2028, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: The RSUs vest as to 1/3 of the total shares annually on each of January 15, 2026, January 15, 2027 and January 15, 2028, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:05 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 42,549 | $9.49 | $403,790.01 |
DisclosureSEC source: 0001286139-24-000059 · wk-form4_1715976306.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,119,993 F1 · kind: This transaction represents the automatic withholding of shares of the Issuer's common stock by the Issuer upon the vesting of restricted stock units ("RSUs") to satisfy the reporting person's tax withholding obligations. F2 · balance_after: As of the date of this filing, includes 893,803 RSUs which are payable in an equivalent number of shares of the Issuer's common stock and also includes 2,000 shares of common stock acquired pursuant to the Issuer's 2021 Employee Stock Purchase Plan on May 15, 2024. Read SEC document |
| March 08, 2024 Filed Mar 11, 2024 21:01 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock | 365,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-24-000043 · wk-form4_1710190874.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,160,542 F1 · shares: The award of restricted stock units (RSUs) vests in substantially equal successive quarterly installments over four (4) years beginning May 15, 2024. F2 · balance_after: As of the date of this filing, includes 977,757 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:58 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 83,691 | $10.76 | $900,515.16 |
DisclosureSEC source: 0001286139-24-000013 · wk-form4_1708469872.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 794,689 F1 · kind: This transaction represents the automatic withholding of shares of the Issuer's common stock by the Issuer upon the vesting of restricted stock units ("RSUs") to satisfy the reporting person's tax withholding obligations. F2 · balance_after: As of the date of this filing, includes 611,904 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 22:11 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 13,221 | $11.31 | $149,529.51 |
DisclosureSEC source: 0001286139-23-000142 · wk-form4_1700259058.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 878,380 F1 · kind: This transaction represents the automatic withholding of shares by the Issuer upon the vesting of restricted stock units ("RSUs") to satisfy the reporting person's tax withholding obligations. F2 · balance_after: As of the date of this filing, includes 776,267 RSUs which are payable in an equivalent number of shares of the Issuer's common stock and also includes 626 shares of common stock acquired pursuant to the Issuer's 2021 Employee Stock Purchase Plan on November 15, 2023. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 21:02 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 13,221 | $12.46 | $164,733.66 |
DisclosureSEC source: 0001286139-23-000121 · wf-form4_169230610453199.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 890,975 F1 · kind: This transaction represents the automatic withholding of shares by the Issuer upon the vesting of restricted stock units ("RSUs") to satisfy the reporting person's tax withholding obligations. F2 · balance_after: As of the date of this filing, includes 802,931 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:43 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | Tax withholdingCommon Stock | 13,222 | $10.65 | $140,814.30 |
DisclosureSEC source: 0001286139-23-000087 · wf-form4_168435617424656.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 904,196 F1 · kind: This transaction represents the automatic withholding of shares by the Issuer upon the vesting of restricted stock units ("RSUs") to satisfy the reporting person's tax withholding obligations. F2 · balance_after: As of the date of this filing, includes 829,595 RSUs which are payable in an equivalent number of shares of the Issuer's common stock and also includes 2,000 shares of common stock acquired pursuant to the Issuer's employee stock purchase plan on May 15, 2023 that were exempt under both Rule 16b-3(d) and Rule 16b-3(c) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 18, 2023 Filed Mar 21, 2023 21:15 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,376,987 | $0.00 Strike: $8.39 | $0.00 |
DisclosureSEC source: 0001286139-23-000056 · wf-form4_167943329750286.xml · derivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,376,987 Underlying: Common Stock · 1,376,987 shares Expires 2033-03-18 F3 · derivative.exercise_date: The option vests and becomes exercisable as follows: Twenty-five percent (25%) of the option shares on February 15, 2024 and the remaining option shares in equal successive quarterly installments over three (3) years. Read SEC document |
| March 18, 2023 Filed Mar 21, 2023 21:15 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock | 550,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-23-000056 · wf-form4_167943329750286.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 915,418 F1 · shares: The award of restricted stock units (RSUs) vests as follows: Twenty-five percent (25%) of the RSUs vest on February 15, 2024 and the remaining RSUs vest in equal successive quarterly installments over three (3) years. F2 · balance_after: As of the date of this filing, includes 856,260 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 22:52 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 39,558 | $8.62 | $340,871.29 |
DisclosureSEC source: 0001286139-23-000048 · wf-form4_167822956063993.xml · nonDerivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,623 F1 · kind: Automatic disposition of shares to satisfy the Reporting Person's tax withholding obligation upon the vesting of Restricted Stock Units (RSUs) previously granted to the Reporting Person. In accordance with Issuer policy, shares are automatically sold to cover such obligations. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.435 to $8.77, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F4 · balance_after: As of the date of this filing, includes 305,465 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 22:52 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 4,243 | $8.42 | $35,713.33 |
DisclosureSEC source: 0001286139-23-000048 · wf-form4_167822956063993.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,181 F1 · kind: Automatic disposition of shares to satisfy the Reporting Person's tax withholding obligation upon the vesting of Restricted Stock Units (RSUs) previously granted to the Reporting Person. In accordance with Issuer policy, shares are automatically sold to cover such obligations. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.265 to $8.57, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 17, 2022 Filed Nov 18, 2022 21:21 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 3,959 | $9.01 | $35,666.63 |
DisclosureSEC source: 0001286139-22-000147 · wf-form4_166880647347381.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,424 F1 · kind: Disposition of shares to satisfy the Reporting Person's tax withholding obligation upon the vesting of Restricted Stock Units (RSUs) previously granted to the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.81 to $9.20, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: As of the date of this filing, includes 390,358 RSUs which are payable in an equivalent number of shares of the Issuer's common stock and also includes 241 shares acquired pursuant to an employee stock purchase plan on November 15, 2022 that were exempt under both Rule 16b-3(d) and Rule 16b-3(c) of the Securities Exchange Act of 1934, as amended. F4 · balance_after: The Reporting Person's Form 4 filed with the Securities and Exchange Commission on August 19, 2022 incorrectly stated the amount of securities beneficially owned following the reported transaction. This inadvertent error caused the number of securities beneficially owned to be overstated by 29,017 shares. The new amount reported in Column 5 reports the correct securities beneficially owned. Read SEC document |
| August 17, 2022 Filed Aug 19, 2022 22:25 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | SaleCommon Stock | 15,977 | $11.47 | $183,176.31 |
DisclosureSEC source: 0001286139-22-000118 · wf-form4_166094792209275.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441,159 F1 · kind: Disposition of shares to satisfy the Reporting Person's tax withholding obligation upon the vesting of 29,017 Restricted Stock Units (RSUs). F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.04 to $12.08, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: As of the date of this filing, includes 397,613 RSUs which are payable in an equivalent number of shares of the Issuer's common stock and also includes 425 shares and 1,064 shares acquired pursuant to an employee stock purchase plan on November 15, 2021 and May 15, 2022, respectively, that were exempt under both Rule 16b-3(d) and Rule 16b-3(c) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 26, 2022 Filed Mar 28, 2022 23:05 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantEmployee Stock Option (Right to Buy) · Derivative | 776,397 | $0.00 Strike: $14.15 | $0.00 |
DisclosureSEC source: 0001286139-22-000057 · wf-form4_164850871334417.xml · derivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 776,397 Underlying: Common Stock · 776,397 shares Expires 2032-03-26 F2 · derivative.exercise_date: The option vests and becomes exercisable as follows: Twenty-five percent (25%) of the option shares on February 15, 2023 and the remaining option shares in equal successive quarterly installments over three (3) years. Read SEC document |
| March 26, 2022 Filed Mar 28, 2022 23:05 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock (RSUs) | 310,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001286139-22-000057 · wf-form4_164850871334417.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426,630 F1 · shares: The restricted stock units vest as follows: Twenty-five percent (25%) of the option shares on February 15, 2023 and the remaining option shares in equal successive quarterly installments over three (3) years. Read SEC document |
| June 29, 2021 Filed Jul 2, 2021 01:30 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantEmployee Stock Option (Right to Buy) · Derivative | 290,177 | $0.00 Strike: $28.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044631 · doc4.xml · derivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,177 Underlying: Common Stock · 290,177 shares Expires 2031-06-29 F1 · derivative.exercise_date: Twenty-five percent (25%) of the shares of Common Stock subject to the option shall vest on August 15, 2022, and one-twelfth (1/12th) of the remaining shares of Common Stock subject to the option shall vest on each of the next twelve (12) dates of February 15, May 15, August 15, and November 15 thereafter, subject to the Reporting Person's continuous status as a Service Provider (as defined in the LegalZoom.com, Inc. 2016 Stock Incentive Plan) on each vesting date. Read SEC document |
| June 29, 2021 Filed Jul 2, 2021 01:30 UTC | LEGALZOOM.COM, INC. LZ · Entity 4925 | GrantCommon Stock (RSUs) | 116,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044631 · doc4.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,071 Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 4,926 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000106 · edgar.xml · derivative · entry 7 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,850 Underlying: Common Stock · 4,926 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 6,257 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000106 · edgar.xml · derivative · entry 6 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,258 Underlying: Common Stock · 6,257 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 5,827 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000106 · edgar.xml · derivative · entry 5 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,827 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:38 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 8,436 | $204.31 | $1,723,516.98 |
DisclosureSEC source: 0000896878-18-000106 · edgar.xml · nonDerivative · entry 4 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,521 Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4,926 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000106 · edgar.xml · nonDerivative · entry 3 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,957 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 6,257 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000106 · edgar.xml · nonDerivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,031 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 5,827 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000106 · edgar.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,774 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 60 shares acquired by the reporting person on 6/15/2018 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| May 29, 2018 Filed May 31, 2018 19:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 67,248 | $0.00 Strike: $113.19 | $0.00 |
DisclosureSEC source: 0000896878-18-000086 · edgar.xml · derivative · entry 10 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,798 Underlying: Common Stock · 67,248 shares Expires 2023-07-23 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 December 2017. F9 · derivative.exercise_date: One third of the 110,046 options granted on 7/21/2016 vested on 7/21/2017 and thereafter 2.778% of the options vest on each monthly anniversary of that first vesting date. Read SEC document |
| May 29, 2018 Filed May 31, 2018 19:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 90,945 | $0.00 Strike: $107.25 | $0.00 |
DisclosureSEC source: 0000896878-18-000086 · edgar.xml · derivative · entry 9 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,351 Underlying: Common Stock · 90,945 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. F8 · derivative.exercise_date: One third of the 96,296 options granted on 7/23/2015 vested on 7/23/2016 and thereafter 2.778% of the options vest on each monthly anniversary of that first vesting date. Read SEC document |
| May 29, 2018 Filed May 31, 2018 19:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 67,350 | $0.00 Strike: $82.59 | $0.00 |
DisclosureSEC source: 0000896878-18-000086 · edgar.xml · derivative · entry 8 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 67,350 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. F7 · derivative.exercise_date: Represents final vesting date for this award granted 7/24/2014 for 67,350 stock options. Read SEC document |
| May 29, 2018 Filed May 31, 2018 19:01 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 11,708 | $198.06 | $2,318,892.33 |
DisclosureSEC source: 0000896878-18-000086 · edgar.xml · nonDerivative · entry 7 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 887 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 $197.92 to $198.25. 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 |
| May 29, 2018 Filed May 31, 2018 19:01 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 64,675 | $197.42 | $12,768,151.44 |
DisclosureSEC source: 0000896878-18-000086 · edgar.xml · nonDerivative · entry 6 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,595 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 $196.92 to $197.91. 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 |
| May 29, 2018 Filed May 31, 2018 19:01 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 67,507 | $196.53 | $13,266,900.93 |
DisclosureSEC source: 0000896878-18-000086 · edgar.xml · nonDerivative · entry 5 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,270 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 $195.92 to $196.91. 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 |
| May 29, 2018 Filed May 31, 2018 19:01 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 81,653 | $195.54 | $15,966,247.98 |
DisclosureSEC source: 0000896878-18-000086 · edgar.xml · nonDerivative · entry 4 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,777 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 $194.92 to $195.90. 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 |
| May 29, 2018 Filed May 31, 2018 19:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 67,248 | $113.19 | $7,611,801.12 |
DisclosureSEC source: 0000896878-18-000086 · edgar.xml · nonDerivative · entry 3 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,430 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 |
| May 29, 2018 Filed May 31, 2018 19:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 90,945 | $107.25 | $9,753,851.25 |
DisclosureSEC source: 0000896878-18-000086 · edgar.xml · nonDerivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,182 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 |
| May 29, 2018 Filed May 31, 2018 19:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 67,350 | $82.59 | $5,562,436.50 |
DisclosureSEC source: 0000896878-18-000086 · edgar.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,237 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2017. F2 · balance_after: Includes 99 shares acquired by the reporting person on 3/15/2018 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 21:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 53,000 | $0.00 Strike: $63.11 | $0.00 |
DisclosureSEC source: 0000896878-17-000178 · edgar.xml · derivative · entry 4 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 53,000 shares Expires 2020-07-23 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 June 2017. Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 21:42 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,700 | $151.88 | $561,950.82 |
DisclosureSEC source: 0000896878-17-000178 · edgar.xml · nonDerivative · entry 3 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 788 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2017. F3 · price: This transaction was executed in multiple trades ranging from $151.78 to $152.10. 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 22, 2017 Filed Nov 27, 2017 21:42 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 49,300 | $151.30 | $7,459,301.99 |
DisclosureSEC source: 0000896878-17-000178 · edgar.xml · nonDerivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,488 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2017. F2 · price: This transaction was executed in multiple trades ranging from $150.78 to $151.76. 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 22, 2017 Filed Nov 27, 2017 21:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 53,000 | $63.11 | $3,344,830.00 |
DisclosureSEC source: 0000896878-17-000178 · edgar.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,788 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 June 2017. Read SEC document |
| September 07, 2017 Filed Sep 7, 2017 23:30 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 15,415 | $141.33 | $2,178,606.57 |
DisclosureSEC source: 0000896878-17-000150 · edgar.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 788 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 $140.92 to $141.68. 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 |
| September 01, 2017 Filed Sep 5, 2017 21:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 32,236 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000143 · edgar.xml · derivative · entry 3 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,236 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 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, 2017 Filed Sep 5, 2017 21:19 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 16,821 | $141.90 | $2,386,899.90 |
DisclosureSEC source: 0000896878-17-000143 · edgar.xml · nonDerivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,203 Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 21:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 32,236 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000143 · edgar.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,024 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 24, 2017 Filed Aug 25, 2017 23:48 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 7,729 | $135.25 | $1,045,355.75 |
DisclosureSEC source: 0000896878-17-000125 · edgar.xml · nonDerivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 788 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016. F3 · price: This transaction was executed in multiple trades ranging from $134.90 to $135.63. 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 24, 2017 Filed Aug 25, 2017 23:48 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 600 | $134.13 | $80,476.02 |
DisclosureSEC source: 0000896878-17-000125 · edgar.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,517 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 $133.87 to $134.43. 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 15, 2017 Filed Aug 17, 2017 20:43 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 642 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000113 · edgar.xml · derivative · entry 5 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 642 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 securities 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 15, 2017 Filed Aug 17, 2017 20:43 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative | 642 | $83.72 | $53,748.24 |
DisclosureSEC source: 0000896878-17-000113 · edgar.xml · derivative · entry 4 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 642 shares Expires 2017-08-15 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 Purchased Award); these securities do not expire. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 20:43 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 661 | $137.47 | $90,867.67 |
DisclosureSEC source: 0000896878-17-000113 · edgar.xml · nonDerivative · entry 3 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,117 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.