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person · Reporting owner

Chriss James Alexander

Disclosed activity across 2 companies

Tapewire entity
69247
SEC CIK
0001762736

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
PayPal Holdings, Inc.PYPL · Entity 2530Director · President and CEOJanuary 15, 2026January 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect196,403 Ending reported balance After 2026-01-15 transaction · row 2
2 source rows · reconciled sequence

Row 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 securityDirect69,838 Reported balance After 2026-01-15 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect1,201.7376 Ending reported balance After 2023-09-05 transaction · row 5
5 source rows · reconciled sequence

Row 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

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
July 01, 2021 Filed Jul 2, 2021 20:43 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit · Derivative 94 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000136 · edgar.xml · derivative · entry 5

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 375

Underlying: Common Stock · 94 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 Tax withholdingCommon Stock 917 $491.05 $450,292.85
Disclosure

SEC source: 0000896878-21-000136 · edgar.xml · nonDerivative · entry 4

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,416

Read SEC document
July 01, 2021 Filed Jul 2, 2021 20:43 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 1,440 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000136 · edgar.xml · nonDerivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,333

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, 2021 Filed Jul 2, 2021 20:43 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 499 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000136 · 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
July 01, 2021 Filed Jul 2, 2021 20:43 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 94 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000136 · edgar.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
May 28, 2021 Filed Jun 1, 2021 17:18 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 327 $435.00 $142,245.00
Disclosure

SEC source: 0000896878-21-000119 · 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(s) effected pursuant to a 10b5-1 trading plan adopted by the reporting person in August 2020.

Read SEC document
May 27, 2021 Filed Jun 1, 2021 17:18 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 437 $436.21 $190,623.77
Disclosure

SEC source: 0000896878-21-000119 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 627

F1 · kind: Transaction(s) effected pursuant to a 10b5-1 trading plan adopted by the reporting person in August 2020.

Read SEC document
May 01, 2021 Filed May 4, 2021 20:29 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit · Derivative 575 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000094 · edgar.xml · derivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,032

Underlying: Common Stock · 575 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 vesting date.

Read SEC document
May 01, 2021 Filed May 4, 2021 20:29 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 199 $412.16 $82,019.84
Disclosure

SEC source: 0000896878-21-000094 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,064

Read SEC document
May 01, 2021 Filed May 4, 2021 20:29 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 575 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000094 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,263

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
April 01, 2021 Filed Apr 5, 2021 22:36 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit · Derivative 500 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000075 · edgar.xml · derivative · entry 5

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,495

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.

F2 · derivative.exercise_price: 1-for-1

F3 · derivative.exercise_date: Represents vesting date for this tranche of 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
April 01, 2021 Filed Apr 5, 2021 22:36 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit · Derivative 94 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000075 · edgar.xml · derivative · entry 4

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 469

Underlying: Common Stock · 94 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 this tranche of 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
April 01, 2021 Filed Apr 5, 2021 22:36 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 206 $395.23 $81,417.38
Disclosure

SEC source: 0000896878-21-000075 · edgar.xml · nonDerivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 688

Read SEC document
April 01, 2021 Filed Apr 5, 2021 22:36 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 500 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000075 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 894

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
April 01, 2021 Filed Apr 5, 2021 22:36 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 94 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000075 · edgar.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.

F1 · balance_after: Includes 79 shares of common stock acquired by the reporting person on 3/15/2021 through the Intuit Inc. Employee Stock Purchase Plan.

Read SEC document
February 25, 2021 Filed Mar 1, 2021 19:45 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 364 $407.38 $148,286.32
Disclosure

SEC source: 0000896878-21-000061 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in August 2020.

Read SEC document
February 01, 2021 Filed Feb 2, 2021 20:35 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit · Derivative 576 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000042 · edgar.xml · derivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,607

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 granted on 2/15/2019.

F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
February 01, 2021 Filed Feb 2, 2021 20:35 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 212 $373.58 $79,198.96
Disclosure

SEC source: 0000896878-21-000042 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 585

Read SEC document
February 01, 2021 Filed Feb 2, 2021 20:35 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 576 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000042 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 797

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
January 04, 2021 Filed Jan 5, 2021 01:00 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 298 $379.23 $113,010.54
Disclosure

SEC source: 0000896878-21-000002 · edgar.xml · nonDerivative · entry 4

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in August 2020.

Read SEC document
December 31, 2020 Filed Jan 5, 2021 01:00 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units · Derivative 499 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000002 · edgar.xml · derivative · entry 6

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,995

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.

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
December 31, 2020 Filed Jan 5, 2021 01:00 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units · Derivative 94 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000002 · edgar.xml · derivative · entry 5

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 563

Underlying: Common Stock · 94 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
December 31, 2020 Filed Jan 5, 2021 01:00 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 295 $379.85 $112,055.75
Disclosure

SEC source: 0000896878-21-000002 · edgar.xml · nonDerivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 519

Read SEC document
December 31, 2020 Filed Jan 5, 2021 01:00 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 499 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000002 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 814

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
December 31, 2020 Filed Jan 5, 2021 01:00 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 94 $0.00 $0.00
Disclosure

SEC source: 0000896878-21-000002 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 315

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, 2020 Filed Nov 25, 2020 00:03 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 587 $348.07 $204,317.09
Disclosure

SEC source: 0000896878-20-000226 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reportng person in August 2019.

Read SEC document
November 01, 2020 Filed Nov 3, 2020 21:44 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit · Derivative 576 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000215 · edgar.xml · derivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,183

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 these 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
November 01, 2020 Filed Nov 3, 2020 21:44 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 286 $314.68 $89,998.48
Disclosure

SEC source: 0000896878-20-000215 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 808

Read SEC document
November 01, 2020 Filed Nov 3, 2020 21:44 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 576 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000215 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,094

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, 2020 Filed Oct 5, 2020 17:07 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit · Derivative 499 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000190 · edgar.xml · derivative · entry 5

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,494

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 date for this tranche of Restricted Stock Units.

F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest are are cancelled prior to vesting date.

Read SEC document
October 01, 2020 Filed Oct 5, 2020 17:07 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit · Derivative 93 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000190 · edgar.xml · derivative · entry 4

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 657

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 tranche of Restricted Stock Units.

F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest are are cancelled prior to vesting date.

Read SEC document
October 01, 2020 Filed Oct 5, 2020 17:07 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 295 $332.34 $98,040.30
Disclosure

SEC source: 0000896878-20-000190 · edgar.xml · nonDerivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 518

Read SEC document
October 01, 2020 Filed Oct 5, 2020 17:07 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 499 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000190 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 813

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, 2020 Filed Oct 5, 2020 17:07 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 93 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000190 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 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
September 02, 2020 Filed Sep 3, 2020 16:29 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 1,348 $350.33 $472,244.84
Disclosure

SEC source: 0000896878-20-000160 · edgar.xml · nonDerivative · entry 5

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person in August 2019.

F4 · price: This transaction was executed in multiple trades ranging from $349.99 to $350.72. 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.

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September 02, 2020 Filed Sep 3, 2020 16:29 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 2,654 $349.49 $927,546.46
Disclosure

SEC source: 0000896878-20-000160 · edgar.xml · nonDerivative · entry 4

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,569

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person in August 2019.

F3 · price: This transaction was executed in multiple trades ranging from $348.98 to $349.93. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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September 02, 2020 Filed Sep 3, 2020 16:29 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 2,196 $348.55 $765,415.80
Disclosure

SEC source: 0000896878-20-000160 · edgar.xml · nonDerivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,223

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person in August 2019.

F2 · price: This transaction was executed in multiple trades ranging from $347.97 to $348.97. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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September 01, 2020 Filed Sep 3, 2020 16:29 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative 12,297 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000160 · edgar.xml · derivative · entry 6

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,297 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.

F5 · derivative.exercise_price: 1-for-1

F6 · 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.

F7 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units (performance-based vesting).

F8 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.

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September 01, 2020 Filed Sep 3, 2020 16:29 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 6,099 $347.18 $2,117,450.82
Disclosure

SEC source: 0000896878-20-000160 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,419

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September 01, 2020 Filed Sep 3, 2020 16:29 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 12,297 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000160 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,518

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

Read SEC document
August 27, 2020 Filed Aug 31, 2020 20:51 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 2,247 $341.84 $768,114.48
Disclosure

SEC source: 0000896878-20-000150 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in August 2019.

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August 14, 2020 Filed Aug 17, 2020 19:09 UTC INTUIT INC. INTU · Entity 2373 GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 344 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000133 · edgar.xml · derivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 344

Underlying: Common Stock · 344 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.

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August 14, 2020 Filed Aug 17, 2020 19:09 UTC INTUIT INC. INTU · Entity 2373 GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 344 $305.54 $105,105.76
Disclosure

SEC source: 0000896878-20-000133 · edgar.xml · derivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 344

Underlying: Common Stock · 344 shares

Expires 2023-08-14

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.

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August 11, 2020 Filed Aug 13, 2020 01:27 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative 274 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000127 · 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 · 274 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).

F3 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award).

F4 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) have no expiration date; these securities either vest or are canceled prior to vesting date.

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August 11, 2020 Filed Aug 13, 2020 01:27 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative 274 $136.60 $37,428.40
Disclosure

SEC source: 0000896878-20-000127 · 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 · 274 shares

Expires 2020-08-11

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); these securities do not expire.

F2 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.

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August 11, 2020 Filed Aug 13, 2020 01:27 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 266 $299.20 $79,587.20
Disclosure

SEC source: 0000896878-20-000127 · edgar.xml · nonDerivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,468

Read SEC document
August 11, 2020 Filed Aug 13, 2020 01:27 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 274 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000127 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,734

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 11, 2020 Filed Aug 13, 2020 01:27 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 274 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000127 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,460

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, 2020 Filed Aug 4, 2020 16:30 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units · Derivative 576 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000119 · edgar.xml · derivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,759

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 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.

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August 01, 2020 Filed Aug 4, 2020 16:30 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 286 $306.37 $87,621.82
Disclosure

SEC source: 0000896878-20-000119 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,186

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.