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 |
|---|---|---|---|---|---|---|
| August 15, 2017 Filed Aug 17, 2017 20:43 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 642 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000113 · edgar.xml · nonDerivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,778 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 15, 2017 Filed Aug 17, 2017 20:43 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 642 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000113 · edgar.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,136 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 20, 2017 Filed Jul 24, 2017 23:46 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 29,963 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000097 · edgar.xml · derivative · entry 3 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,963 Underlying: Common Stock · 29,963 shares Expires not disclosed F2 · security: Dividend rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F6 · derivative.exercise_date: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2020. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F5 · derivative.expiration_date: RSUs have no expiration date; they either vest or are canceled prior to the vest date. Read SEC document |
| July 20, 2017 Filed Jul 24, 2017 23:46 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 14,776 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000097 · edgar.xml · derivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,776 Underlying: Common Stock · 14,776 shares Expires not disclosed F2 · security: Dividend rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: One-third of the RSUs vest on each of 7/1/2018, 7/1/2019, and 7/1/2020 provided a predetermined one year operating goal threshold is achieved. F5 · derivative.expiration_date: RSUs have no expiration date; they either vest or are canceled prior to the vest date. Read SEC document |
| July 20, 2017 Filed Jul 24, 2017 23:46 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 78,170 | $0.00 Strike: $135.35 | $0.00 |
DisclosureSEC source: 0000896878-17-000097 · edgar.xml · derivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,170 Underlying: Common Stock · 78,170 shares Expires 2024-07-19 F1 · derivative.exercise_date: One-third of the options vest on the one-year anniversary of the drant date, and thereafter 2.778% of the options vest on each monthly anniversary of the first vesting date until 100% vested. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 22:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 6,258 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000077 · edgar.xml · derivative · entry 7 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,515 Underlying: Common Stock · 6,258 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 · derivative.exercise_date: Represents vest date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are cancelled prior to vest date. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 22:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 5,827 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000077 · edgar.xml · derivative · entry 6 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,827 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. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vest date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are cancelled prior to vest date. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 22:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 4,033 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000077 · 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 · 4,033 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 · derivative.exercise_date: Represents vest date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are cancelled prior to vest date. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 22:05 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 8,412 | $132.81 | $1,117,197.72 |
DisclosureSEC source: 0000896878-17-000077 · edgar.xml · nonDerivative · entry 4 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,494 Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 22:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 6,258 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000077 · edgar.xml · nonDerivative · entry 3 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,906 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, 2017 Filed Jul 5, 2017 22:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 5,827 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000077 · edgar.xml · nonDerivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,648 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, 2017 Filed Jul 5, 2017 22:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4,033 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000077 · edgar.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,821 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:52 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,684 | $0.00 Strike: $56.52 | $0.00 |
DisclosureSEC source: 0000896878-17-000062 · edgar.xml · derivative · entry 3 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,684 shares Expires 2019-07-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:52 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 15,684 | $140.50 | $2,203,551.81 |
DisclosureSEC source: 0000896878-17-000062 · edgar.xml · nonDerivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 788 F2 · price: This transaction was executed in multiple trades ranging from $140.36 to $140.79. 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 |
| June 21, 2017 Filed Jun 22, 2017 20:52 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 15,684 | $56.52 | $886,459.68 |
DisclosureSEC source: 0000896878-17-000062 · edgar.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,472 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 the following shares acquired by the reporting person through the Intuit Inc. Employee Stock Purchase Plan: 131 shares on 3/15/17 and 86 shares on 6/15/17. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,498 | $0.00 Strike: $47.79 | $0.00 |
DisclosureSEC source: 0000896878-16-000324 · edgar.xml · derivative · entry 3 Wernikoff Daniel A · CIK 0001583139 · EVP & GM, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,498 shares Expires 2018-07-19 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 September 2016. F3 · derivative.exercise_date: Represents final vesting date for award granted on 7/20/2011. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:30 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 13,504 | $115.33 | $1,557,456.83 |
DisclosureSEC source: 0000896878-16-000324 · edgar.xml · nonDerivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · EVP & GM, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571 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 $114.88 to $115.85. 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 21, 2016 Filed Nov 22, 2016 21:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 10,498 | $47.79 | $501,699.42 |
DisclosureSEC source: 0000896878-16-000324 · edgar.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · EVP & GM, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,075 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 07, 2016 Filed Sep 7, 2016 23:51 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 18,567 | $111.47 | $2,069,639.35 |
DisclosureSEC source: 0000896878-16-000305 · edgar.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,577 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 $111.85. 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 23:16 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 29,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000299 · 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 · 29,798 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 23:16 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 9,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000299 · 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 · 9,030 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 23:16 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 20,261 | $112.34 | $2,276,120.74 |
DisclosureSEC source: 0000896878-16-000299 · edgar.xml · nonDerivative · entry 3 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,144 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:16 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 29,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000299 · edgar.xml · nonDerivative · entry 2 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,405 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 23:16 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 9,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000299 · edgar.xml · nonDerivative · entry 1 Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,607 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.