person · Reporting owner
Chriss James Alexander
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PayPal Holdings, Inc.PYPL · Entity 2530 | Director · President and CEO | January 15, 2026 | January 16, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PayPal Holdings, Inc.
Report date January 15, 2026 · Filed January 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 196,403 |
Ending reported balance
After 2026-01-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-15 · Exercise / conversion · Acquired 23,281 · Balance 206,127 Row 2 · 2026-01-15 · Tax withholding · Disposed 9,724 · Balance 196,403 F1: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person. |
| Restricted Stock Units -1SEC Table II · derivative / convertible security | Direct | 69,838 |
Reported balance
After 2026-01-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-15 · Exercise / conversion · Disposed 23,281 · Balance 69,838 F2: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person.
F2: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock.
F3: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested.
F4: Not applicable.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
INTUIT INC.
Report date September 05, 2023 · Filed September 07, 2023
Section 16 reporting ended · disclosed 2023-09-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,201.7376 |
Ending reported balance
After 2023-09-05 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2023-09-05 · Sale · Disposed 1,400 · Balance 7,823.7376 F1: This transaction was executed in multiple trades ranging from $545.805 to $546.79. 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. Row 2 · 2023-09-05 · Sale · Disposed 1,741 · Balance 6,082.7376 F2: This transaction was executed in multiple trades ranging from $546.91 to $547.91. 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. Row 3 · 2023-09-05 · Sale · Disposed 1,467 · Balance 4,615.7376 F3: This transaction was executed in multiple trades ranging from $547.93 to $548.64. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 4 · 2023-09-05 · Sale · Disposed 2,650 · Balance 1,965.7376 F4: This transaction was executed in multiple trades ranging from $548.95 to $549.90. 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. Row 5 · 2023-09-05 · Sale · Disposed 764 · Balance 1,201.7376 F5: This transaction was executed in multiple trades ranging from $550.05 to $550.57. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades ranging from $545.805 to $546.79. 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.
F2: This transaction was executed in multiple trades ranging from $546.91 to $547.91. 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.
F3: This transaction was executed in multiple trades ranging from $547.93 to $548.64. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F4: This transaction was executed in multiple trades ranging from $548.95 to $549.90. 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.
F5: This transaction was executed in multiple trades ranging from $550.05 to $550.57. 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.
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 |
|---|---|---|---|---|---|---|
| December 31, 2021 Filed Jan 4, 2022 23:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000373 · form4.xml · nonDerivative · entry 1 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394 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 |
| November 23, 2021 Filed Nov 24, 2021 18:22 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 433 | $652.75 | $282,640.75 |
DisclosureSEC source: 0001062993-21-011557 · form4.xml · nonDerivative · entry 2 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 F1 · kind: Transaction(s) effected pursuant to 10b5-1 trading plan adopted by the reporting person In August 2020. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 18:22 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 336 | $691.96 | $232,498.56 |
DisclosureSEC source: 0001062993-21-011557 · form4.xml · nonDerivative · entry 1 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 733 F1 · kind: Transaction(s) effected pursuant to 10b5-1 trading plan adopted by the reporting person In August 2020. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 23:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-010199 · form4.xml · derivative · entry 3 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,880 Underlying: Common Stock · 576 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 vesting date for this tranche of restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 23:14 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 286 | $608.81 | $174,119.66 |
DisclosureSEC source: 0001062993-21-010199 · form4.xml · nonDerivative · entry 2 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,069 Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 23:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-010199 · form4.xml · nonDerivative · entry 1 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,355 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 |
| October 01, 2021 Filed Oct 4, 2021 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000237 · edgar.xml · derivative · entry 7 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,959 Underlying: Common Stock · 359 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 vesting date for this traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000237 · edgar.xml · derivative · entry 6 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,496 Underlying: Common Stock · 500 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 vesting date for this traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000237 · edgar.xml · derivative · entry 5 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282 Underlying: Common Stock · 93 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 vesting date for this traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 473 | $543.97 | $257,297.81 |
DisclosureSEC source: 0000896878-21-000237 · edgar.xml · nonDerivative · entry 4 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 779 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000237 · edgar.xml · nonDerivative · entry 3 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,252 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 |
| October 01, 2021 Filed Oct 4, 2021 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000237 · edgar.xml · nonDerivative · entry 2 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 893 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 |
| October 01, 2021 Filed Oct 4, 2021 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000237 · edgar.xml · nonDerivative · entry 1 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393 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 02, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 100 | $564.82 | $56,481.50 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 15 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F9 · price: This transaction was executed in multiple trades ranging from $564.80 to $564.83. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 02, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 585 | $563.92 | $329,893.96 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 14 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F8 · price: This transaction was executed in multiple trades ranging from $563.69 to $564.31. 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 02, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 550 | $563.08 | $309,691.80 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 13 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 985 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F7 · price: This transaction was executed in multiple trades ranging from $562.56 to $563.54. 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 02, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 260 | $562.07 | $146,138.75 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 12 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,535 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F6 · price: This transaction was executed in multiple trades ranging from $561.46 to $562.26. 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 02, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 527 | $560.21 | $295,232.09 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 11 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,795 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F5 · price: This transaction was executed in multiple trades ranging from $559.87 to $560.60. 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, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit -performance-based vesting · Derivative | 4,014 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · derivative · entry 20 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,014 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. F11 · derivative.exercise_price: 1-for-1 F12 · shares: Represents the awarded and vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives. F13 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units (performance-based vesting). F14 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,992 | $563.13 | $1,121,754.96 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 10 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,322 Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4,014 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 9 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,314 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 31, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 17,879 | $0.00 Strike: $281.60 | $0.00 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · derivative · entry 19 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,450 Underlying: Common Stock · 17,879 shares Expires 2026-07-24 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. F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F10 · derivative.exercise_date: Represents last vesting date for this tranche of stock options. Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,343 | $0.00 Strike: $135.35 | $0.00 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · derivative · entry 18 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,343 shares Expires 2024-07-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,331 | $0.00 Strike: $303.94 | $0.00 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · derivative · entry 17 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,048 Underlying: Common Stock · 6,331 shares Expires 2027-07-29 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. F10 · derivative.exercise_date: Represents last vesting date for this tranche of stock options. Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,934 | $0.00 Strike: $216.64 | $0.00 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · derivative · entry 16 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,467 Underlying: Common Stock · 2,934 shares Expires 2025-07-25 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. F10 · derivative.exercise_date: Represents last vesting date for this tranche of stock options. Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,223 | $567.11 | $693,575.53 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 8 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,800 | $565.42 | $1,017,759.96 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 7 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,523 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F4 · price: This transaction was executed in multiple trades ranging from $565.28 to $565.67. 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 31, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 17,806 | $564.69 | $10,054,928.90 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 6 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,323 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F3 · price: This transaction was executed in multiple trades ranging from $564.24 to $565.23. 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 31, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 10,658 | $563.92 | $6,010,297.73 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 5 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,129 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F2 · price: This transaction was executed in multiple trades ranging from $563.23 to $564.22. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 17,879 | $281.60 | $5,034,726.40 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 4 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,787 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. Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4,343 | $135.35 | $587,825.05 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 3 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,908 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. Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 6,331 | $303.94 | $1,924,244.14 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 2 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,565 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. Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommonStock | 2,934 | $216.64 | $635,621.76 |
DisclosureSEC source: 0000896878-21-000215 · edgar.xml · nonDerivative · entry 1 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,234 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. Read SEC document |
| August 27, 2021 Filed Aug 30, 2021 18:59 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,220 | $554.61 | $676,624.20 |
DisclosureSEC source: 0000896878-21-000207 · edgar.xml · nonDerivative · entry 2 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in August 2020. Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 18:59 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 481 | $549.26 | $264,194.06 |
DisclosureSEC source: 0000896878-21-000207 · edgar.xml · nonDerivative · entry 1 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,520 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in August 2020. Read SEC document |
| August 13, 2021 Filed Aug 16, 2021 19:59 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Matching Award) · Derivative | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000196 · edgar.xml · derivative · entry 2 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243 Underlying: Common Stock · 243 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F6 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F4 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 13, 2021 Filed Aug 16, 2021 19:59 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative | 243 | $540.74 | $131,399.82 |
DisclosureSEC source: 0000896878-21-000196 · edgar.xml · derivative · entry 1 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243 Underlying: Common Stock · 243 shares Expires 2024-08-13 F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 16:52 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 287 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000181 · edgar.xml · derivative · entry 5 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 287 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 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F4 · derivative.exercise_date: Represents vesting and settlement date. Restricted Stock Units (MSPP Matching Award) vest 3 years from grant date. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 16:52 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative | 287 | $211.01 | $60,559.87 |
DisclosureSEC source: 0000896878-21-000181 · edgar.xml · derivative · entry 4 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 287 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 settlement date. Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 16:52 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 279 | $530.13 | $147,906.27 |
DisclosureSEC source: 0000896878-21-000181 · edgar.xml · nonDerivative · entry 3 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,001 Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 16:52 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 287 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000181 · edgar.xml · nonDerivative · entry 2 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,280 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 10, 2021 Filed Aug 12, 2021 16:52 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 287 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000181 · edgar.xml · nonDerivative · entry 1 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,993 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 01, 2021 Filed Aug 2, 2021 22:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000156 · edgar.xml · derivative · entry 6 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,456 Underlying: Common Stock · 576 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. F3 · derivative.exercise_price: 1 for 1 F8 · derivative.exercise_date: Repersents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 01, 2021 Filed Aug 2, 2021 22:09 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 286 | $529.97 | $151,571.42 |
DisclosureSEC source: 0000896878-21-000156 · edgar.xml · nonDerivative · entry 2 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,456 Read SEC document |
| August 01, 2021 Filed Aug 2, 2021 22:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000156 · edgar.xml · nonDerivative · entry 1 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,992 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 29, 2021 Filed Aug 2, 2021 22:09 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit performance based vesting · Derivative | 10,286 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000156 · edgar.xml · derivative · entry 5 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,286 Underlying: Common Stock · 10,286 shares Expires not disclosed F2 · security: Dividend equivalent 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 · shares: 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 9/1/2024. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F7 · derivative.exercise_date: Represents vesting date for restricted stock units performance based vesting. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 22:09 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 5,234 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000156 · edgar.xml · derivative · entry 4 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,234 Underlying: Common Stock · 5,234 shares Expires not disclosed F2 · security: Dividend equivalent 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: Represents first vesting date for this award. 25% of the restricted stock units will vest on 7/1/2022; thereafter 6.25% of the restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date 7/1/2022, until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 22:09 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 22,512 | $0.00 Strike: $525.51 | $0.00 |
DisclosureSEC source: 0000896878-21-000156 · edgar.xml · derivative · entry 3 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,512 Underlying: Common Stock · 22,512 shares Expires 2028-07-28 F1 · derivative.exercise_date: Represents first vesting date for this stock option grant. 25% of the stock options granted will vest on 7/29/2022 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:43 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,440 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000136 · edgar.xml · derivative · entry 7 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,318 Underlying: Common Stock · 1,440 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 vesting and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:43 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000136 · edgar.xml · derivative · entry 6 Chriss James Alexander · CIK 0001762736 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,996 Underlying: Common Stock · 499 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 vesting and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. 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.