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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
August 01, 2020 Filed Aug 4, 2020 16:30 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 576 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000119 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,472

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.

Read SEC document
July 30, 2020 Filed Aug 3, 2020 19:35 UTC INTUIT INC. INTU · Entity 2373 GrantRestricted Stock Units - performance-based vesting · Derivative 11,350 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000094 · edgar.xml · derivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,350

Underlying: Common Stock · 11,350 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 9/1/2023. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. Common Stock.

F7 · derivative.exercise_date: Represents vesting and release 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 30, 2020 Filed Aug 3, 2020 19:35 UTC INTUIT INC. INTU · Entity 2373 GrantRestricted Stock Units · Derivative 5,758 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000094 · edgar.xml · derivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,758

Underlying: Common Stock · 5,758 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 these restricted stock units. 25% of the restricted stock units vest on 7/1/2021; thereafter 6.25% of the restricted stock units vest on each of October 1, December 31, April 1, and July 1 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 30, 2020 Filed Aug 3, 2020 19:35 UTC INTUIT INC. INTU · Entity 2373 GrantNon-Qualified Stock Option (right to buy) · Derivative 23,379 $0.00 Strike: $303.94 $0.00
Disclosure

SEC source: 0000896878-20-000094 · edgar.xml · derivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,379

Underlying: Common Stock · 23,379 shares

Expires 2027-07-29

F1 · derivative.exercise_date: Represents first vesting date for this award. 25% of the stock options awarded vest on 7/30/2021 and thereafter 2 1/12% will vest on each monthly anniversary such that the award is fully vested on the 4th anniversary of the grant date.

Read SEC document
July 01, 2020 Filed Jul 3, 2020 00:28 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit · Derivative 1,998 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000079 · edgar.xml · derivative · entry 7

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,993

Underlying: Common Stock · 1,998 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 and release date for restricted stock units.

F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date.

Read SEC document
July 01, 2020 Filed Jul 3, 2020 00:28 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit · Derivative 94 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000079 · edgar.xml · derivative · entry 6

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 750

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 and release date for restricted stock units.

F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date.

Read SEC document
July 01, 2020 Filed Jul 3, 2020 00:28 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit · Derivative 1,232 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000079 · 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 · 1,232 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 and release date for restricted stock units.

F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date.

Read SEC document
July 01, 2020 Filed Jul 3, 2020 00:28 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 1,649 $302.58 $498,954.42
Disclosure

SEC source: 0000896878-20-000079 · edgar.xml · nonDerivative · entry 4

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,896

Read SEC document
July 01, 2020 Filed Jul 3, 2020 00:28 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 1,998 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000079 · edgar.xml · nonDerivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,545

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, 2020 Filed Jul 3, 2020 00:28 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 94 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000079 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,547

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, 2020 Filed Jul 3, 2020 00:28 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 1,232 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000079 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,453

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 1 share acquired by the reporting person on 6/15/2020 through the Intuit Inc. Employee Stock Purchase Plan.

Read SEC document
May 26, 2020 Filed May 28, 2020 16:34 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 337 $291.10 $98,100.70
Disclosure

SEC source: 0000896878-20-000070 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 220

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

Read SEC document
May 01, 2020 Filed May 5, 2020 18:24 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit · Derivative 576 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000048 · edgar.xml · derivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,335

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.

Read SEC document
May 01, 2020 Filed May 5, 2020 18:24 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 286 $261.13 $74,683.18
Disclosure

SEC source: 0000896878-20-000048 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 557

Read SEC document
May 01, 2020 Filed May 5, 2020 18:24 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 576 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000048 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 843

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, 2020 Filed Apr 3, 2020 18:31 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit · Derivative 94 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000037 · edgar.xml · derivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 844

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 traunch 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, 2020 Filed Apr 3, 2020 18:31 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 47 $218.12 $10,251.64
Disclosure

SEC source: 0000896878-20-000037 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 267

Read SEC document
April 01, 2020 Filed Apr 3, 2020 18:31 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 94 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000037 · 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.

F1 · balance_after: Includes 94 shares purchased on 3/15/2020 by the reporting person through the Intuit Inc. Employee Stock Purchase Plan.

Read SEC document
February 26, 2020 Filed Feb 27, 2020 19:34 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 2,409 $286.28 $689,648.52
Disclosure

SEC source: 0001567619-20-004946 · doc1.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126

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

Read SEC document
February 01, 2020 Filed Feb 4, 2020 20:02 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit · Derivative 2,303 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000023 · edgar.xml · derivative · entry 5

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,911

Underlying: Common Stock · 2,303 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
February 01, 2020 Filed Feb 4, 2020 20:02 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit · Derivative 1,436 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000023 · 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 · 1,436 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
February 01, 2020 Filed Feb 4, 2020 20:02 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 1,330 $280.38 $372,905.40
Disclosure

SEC source: 0000896878-20-000023 · edgar.xml · nonDerivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,535

Read SEC document
February 01, 2020 Filed Feb 4, 2020 20:02 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 2,303 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000023 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,865

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
February 01, 2020 Filed Feb 4, 2020 20:02 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 1,436 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000023 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,562

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 02, 2020 Filed Jan 3, 2020 23:44 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 47 $261.08 $12,270.76
Disclosure

SEC source: 0001567619-20-000424 · doc1.xml · nonDerivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126

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

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:44 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units · Derivative 94 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000424 · doc1.xml · derivative · entry 4

Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 938

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 granted on 7/26/2018.

F4 · derivative.expiration_date: Restricted stock units do not expire; these securities either vest and settle or are canceled prior to the vesting date.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:44 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 47 $261.93 $12,310.71
Disclosure

SEC source: 0001567619-20-000424 · doc1.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 173

Read SEC document
December 31, 2019 Filed Jan 3, 2020 23:44 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 94 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000424 · doc1.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 220

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 25, 2019 Filed Nov 27, 2019 02:26 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 9,910 $0.00 Strike: $113.19 $0.00
Disclosure

SEC source: 0000896878-19-000178 · edgar.xml · derivative · entry 12

Chriss James Alexander · CIK 0001762736 · EVP, GM of SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,910 shares

Expires 2023-07-20

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.

F6 · derivative.exercise_date: Represents last vesting date for this traunch of stock options.

Read SEC document
November 25, 2019 Filed Nov 27, 2019 02:26 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 9,587 $0.00 Strike: $135.35 $0.00
Disclosure

SEC source: 0000896878-19-000178 · edgar.xml · derivative · entry 11

Chriss James Alexander · CIK 0001762736 · EVP, GM of SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,343

Underlying: Common Stock · 9,587 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.

F6 · derivative.exercise_date: Represents last vesting date for this traunch of stock options.

Read SEC document
November 25, 2019 Filed Nov 27, 2019 02:26 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 2,000 $0.00 Strike: $216.64 $0.00
Disclosure

SEC source: 0000896878-19-000178 · edgar.xml · derivative · entry 10

Chriss James Alexander · CIK 0001762736 · EVP, GM of SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,401

Underlying: Common Stock · 2,000 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.

F6 · derivative.exercise_date: Represents last vesting date for this traunch of stock options.

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November 25, 2019 Filed Nov 27, 2019 02:26 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 1,373 $260.66 $357,886.18
Disclosure

SEC source: 0000896878-19-000178 · edgar.xml · nonDerivative · entry 9

Chriss James Alexander · CIK 0001762736 · EVP, GM of SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126

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 $260.21 to $261.01. 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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November 25, 2019 Filed Nov 27, 2019 02:26 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 11,624 $258.84 $3,008,756.16
Disclosure

SEC source: 0000896878-19-000178 · edgar.xml · nonDerivative · entry 8

Chriss James Alexander · CIK 0001762736 · EVP, GM of SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,499

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 $258.58 to $259.33. 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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November 25, 2019 Filed Nov 27, 2019 02:26 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 3,500 $258.32 $904,120.00
Disclosure

SEC source: 0000896878-19-000178 · edgar.xml · nonDerivative · entry 7

Chriss James Alexander · CIK 0001762736 · EVP, GM of SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,123

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 $257.54 to $258.53. 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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November 25, 2019 Filed Nov 27, 2019 02:26 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 3,000 $256.82 $770,460.00
Disclosure

SEC source: 0000896878-19-000178 · edgar.xml · nonDerivative · entry 6

Chriss James Alexander · CIK 0001762736 · EVP, GM of SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,623

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 $256.82 to $257.41. 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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November 25, 2019 Filed Nov 27, 2019 02:26 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 2,000 $260.86 $521,720.00
Disclosure

SEC source: 0000896878-19-000178 · edgar.xml · nonDerivative · entry 5

Chriss James Alexander · CIK 0001762736 · EVP, GM of SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,623

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

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November 25, 2019 Filed Nov 27, 2019 02:26 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 9,910 $113.19 $1,121,712.90
Disclosure

SEC source: 0000896878-19-000178 · edgar.xml · nonDerivative · entry 4

Chriss James Alexander · CIK 0001762736 · EVP, GM of SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,623

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.

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November 25, 2019 Filed Nov 27, 2019 02:26 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 9,587 $135.35 $1,297,600.45
Disclosure

SEC source: 0000896878-19-000178 · edgar.xml · nonDerivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, GM of SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,713

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.

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November 25, 2019 Filed Nov 27, 2019 02:26 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 2,000 $216.64 $433,280.00
Disclosure

SEC source: 0000896878-19-000178 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, GM of SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,126

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
November 25, 2019 Filed Nov 27, 2019 02:26 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 46 $260.86 $11,999.56
Disclosure

SEC source: 0000896878-19-000178 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, GM of SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126

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

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October 01, 2019 Filed Oct 3, 2019 21:32 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Unit · Derivative 93 $0.00 $0.00
Disclosure

SEC source: 0000896878-19-000160 · edgar.xml · derivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,032

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 granted on 7/26/2018.

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

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October 01, 2019 Filed Oct 3, 2019 21:32 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 47 $264.30 $12,422.10
Disclosure

SEC source: 0000896878-19-000160 · edgar.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 172

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October 01, 2019 Filed Oct 3, 2019 21:32 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 93 $0.00 $0.00
Disclosure

SEC source: 0000896878-19-000160 · edgar.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, SBSEG

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 219

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 26, 2019 Filed Aug 28, 2019 20:38 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 158 $282.25 $44,594.98
Disclosure

SEC source: 0001567619-19-017639 · doc1.xml · nonDerivative · entry 6

Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan previously adopted by the reporting person in August 2018.

F7 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $282.21 and the highest price at which shares were sold was $282.31.

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August 26, 2019 Filed Aug 28, 2019 20:38 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 300 $281.36 $84,407.01
Disclosure

SEC source: 0001567619-19-017639 · doc1.xml · nonDerivative · entry 5

Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 284

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan previously adopted by the reporting person in August 2018.

F6 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $281.11 and the highest price at which shares were sold was $281.49.

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August 26, 2019 Filed Aug 28, 2019 20:38 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 300 $280.36 $84,108.00
Disclosure

SEC source: 0001567619-19-017639 · doc1.xml · nonDerivative · entry 4

Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 584

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan previously adopted by the reporting person in August 2018.

F5 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $280.09 and the highest price at which shares were sold was $280.81.

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August 26, 2019 Filed Aug 28, 2019 20:38 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 533 $279.37 $148,902.08
Disclosure

SEC source: 0001567619-19-017639 · doc1.xml · nonDerivative · entry 3

Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 884

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan previously adopted by the reporting person in August 2018.

F4 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $279.05 and the highest price at which shares were sold was $279.86.

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August 26, 2019 Filed Aug 28, 2019 20:38 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 600 $277.51 $166,504.98
Disclosure

SEC source: 0001567619-19-017639 · doc1.xml · nonDerivative · entry 2

Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,417

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan previously adopted by the reporting person in August 2018.

F3 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $277.30 and the highest price at which shares were sold was $277.80.

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August 26, 2019 Filed Aug 28, 2019 20:38 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 500 $276.52 $138,259.00
Disclosure

SEC source: 0001567619-19-017639 · doc1.xml · nonDerivative · entry 1

Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,017

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan previously adopted by the reporting person in August 2018.

F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $276.05 and the highest price at which shares were sold was $277.04. The reporting person undertakes to provide upon request to the staff of the Securities Exchange Commission, the issuer or its stockholders, full information regarding the total number of shares sold at each separate price within the ranges set forth in footnotes (2), (3), (4), (5), (6) and (7) to this Form 4.

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August 12, 2019 Filed Aug 13, 2019 23:59 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative 254 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-016627 · doc1.xml · derivative · entry 7

Chriss James Alexander · CIK 0001762736 · EVP, Small Bus. & SelfEmployed

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 254 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); these securities either vest and settle or are canceled prior to vesting date.

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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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.