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Nasdaq · USD

INTU

INTUIT INC.

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Tapewire entity
2373
SEC CIK
0000896878
Parsed reports
1,182

Last 12 months

Inside the activity.

2 purchase rows · 118 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 20250103
Jan 202604
Feb 202600
Mar 202603
Apr 202600
May 202620
Jun 202605
Jul 202600
Aug 202602
Sep 202601
Oct 202600

Latest available

Insider transactions

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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 24, 2017 Filed Aug 25, 2017 23:48 UTC
Wernikoff Daniel AEVP, Consumer Group
SaleCommon Stock 7,729 $135.25 $1,045,355.75
Disclosure

SEC source: 0000896878-17-000125 · edgar.xml · nonDerivative · entry 2

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 788

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016.

F3 · price: This transaction was executed in multiple trades ranging from $134.90 to $135.63. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 24, 2017 Filed Aug 25, 2017 23:48 UTC
Wernikoff Daniel AEVP, Consumer Group
SaleCommon Stock 600 $134.13 $80,476.02
Disclosure

SEC source: 0000896878-17-000125 · edgar.xml · nonDerivative · entry 1

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,517

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016.

F2 · price: This transaction was executed in multiple trades ranging from $133.87 to $134.43. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 24, 2017 Filed Aug 25, 2017 23:46 UTC
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 1,871 $0.00 Strike: $82.59 $0.00
Disclosure

SEC source: 0000896878-17-000124 · edgar.xml · derivative · entry 4

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,871 shares

Expires 2021-07-23

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

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016.

Read SEC document
August 24, 2017 Filed Aug 25, 2017 23:46 UTC
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
SaleCommon Stock 2,371 $135.21 $320,575.80
Disclosure

SEC source: 0000896878-17-000124 · edgar.xml · nonDerivative · entry 3

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 892

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016.

F3 · price: This transaction was executed in multiple trades ranging from $134.90 to $135.63. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 24, 2017 Filed Aug 25, 2017 23:46 UTC
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
SaleCommon Stock 5,397 $134.06 $723,501.85
Disclosure

SEC source: 0000896878-17-000124 · edgar.xml · nonDerivative · entry 2

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,263

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016.

F2 · price: This transaction was executed in multiple trades ranging from $133.63 to $134.50. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 24, 2017 Filed Aug 25, 2017 23:46 UTC
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
Exercise / conversionCommon Stock 1,871 $82.59 $154,525.89
Disclosure

SEC source: 0000896878-17-000124 · edgar.xml · nonDerivative · entry 1

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,660

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

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2016.

Read SEC document
August 24, 2017 Filed Aug 25, 2017 23:45 UTC
Goodarzi Sasan KEVP, Small Bus. & Self-Emplyd.
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 90,000 $0.00 Strike: $42.78 $0.00
Disclosure

SEC source: 0000896878-17-000123 · edgar.xml · derivative · entry 6

Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 90,000 shares

Expires 2018-08-08

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

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2017.

Read SEC document
August 24, 2017 Filed Aug 25, 2017 23:45 UTC
Goodarzi Sasan KEVP, Small Bus. & Self-Emplyd.
SaleCommon Stock 85,100 $135.27 $11,511,511.04
Disclosure

SEC source: 0000896878-17-000123 · edgar.xml · nonDerivative · entry 5

Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2017.

F5 · price: This transaction was executed in multiple trades ranging from $134.83 to $135.80. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 24, 2017 Filed Aug 25, 2017 23:45 UTC
Goodarzi Sasan KEVP, Small Bus. & Self-Emplyd.
SaleCommon Stock 4,900 $134.44 $658,734.93
Disclosure

SEC source: 0000896878-17-000123 · edgar.xml · nonDerivative · entry 4

Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,100

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2017.

F4 · price: This transaction was executed in multiple trades ranging from $133.83 to $134.82. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 24, 2017 Filed Aug 25, 2017 23:45 UTC
Goodarzi Sasan KEVP, Small Bus. & Self-Emplyd.
Exercise / conversionCommon Stock 90,000 $42.78 $3,850,200.00
Disclosure

SEC source: 0000896878-17-000123 · edgar.xml · nonDerivative · entry 3

Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,000

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

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2017.

Read SEC document
August 24, 2017 Filed Aug 25, 2017 23:45 UTC
Goodarzi Sasan KEVP, Small Bus. & Self-Emplyd.
SaleCommon Stock 7,801 $135.28 $1,055,323.18
Disclosure

SEC source: 0000896878-17-000123 · edgar.xml · nonDerivative · entry 2

Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2017.

F3 · price: This transaction was executed in multiple trades ranging from $135.00 to $135.77. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 24, 2017 Filed Aug 25, 2017 23:45 UTC
Goodarzi Sasan KEVP, Small Bus. & Self-Emplyd.
SaleCommon Stock 1,100 $134.53 $147,985.97
Disclosure

SEC source: 0000896878-17-000123 · edgar.xml · nonDerivative · entry 1

Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,801

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2017.

F2 · price: This transaction was executed in multiple trades ranging from $133.99 to $134.91. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 24, 2017 Filed Aug 25, 2017 23:43 UTC
COOK SCOTT DDirector · Chairman of the Executive Comm
SaleCommon Stock 170,494 $135.26 $23,060,609.25
Disclosure

SEC source: 0000896878-17-000122 · edgar.xml · nonDerivative · entry 2

COOK SCOTT D · CIK 0000938861 · Director · Chairman of the Executive Comm

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 12,548,595

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in June 2017.

F3 · price: This transaction was executed in multiple trades ranging from $134.81 to $135.80. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 24, 2017 Filed Aug 25, 2017 23:43 UTC
COOK SCOTT DDirector · Chairman of the Executive Comm
SaleCommon Stock 11,543 $134.39 $1,551,316.87
Disclosure

SEC source: 0000896878-17-000122 · edgar.xml · nonDerivative · entry 1

COOK SCOTT D · CIK 0000938861 · Director · Chairman of the Executive Comm

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 12,719,089

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in June 2017.

F2 · price: This transaction was executed in multiple trades ranging from $133.82 to $134.80. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:44 UTC
Williams R NeilEVP and CFO
Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative 1,128 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000114 · edgar.xml · derivative · entry 5

Williams R Neil · CIK 0001423081 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,128 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1

F4 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award); these securities either vest and settle or are canceled prior to vesting date.

F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; these securities either vest and settle or are canceled prior to vesting date.

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:44 UTC
Williams R NeilEVP and CFO
Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative 1,128 $83.72 $94,436.16
Disclosure

SEC source: 0000896878-17-000114 · edgar.xml · derivative · entry 4

Williams R Neil · CIK 0001423081 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,128 shares

Expires 2017-08-15

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

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award).

F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:44 UTC
Williams R NeilEVP and CFO
Tax withholdingCommon Stock 1,162 $137.47 $159,740.14
Disclosure

SEC source: 0000896878-17-000114 · edgar.xml · nonDerivative · entry 3

Williams R Neil · CIK 0001423081 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,685

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:44 UTC
Williams R NeilEVP and CFO
Exercise / conversionCommon Stock 1,128 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000114 · edgar.xml · nonDerivative · entry 2

Williams R Neil · CIK 0001423081 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,847

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

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:44 UTC
Williams R NeilEVP and CFO
Exercise / conversionCommon Stock 1,128 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000114 · edgar.xml · nonDerivative · entry 1

Williams R Neil · CIK 0001423081 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,719

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

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:43 UTC
Wernikoff Daniel AEVP, Consumer Tax Group
Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative 642 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000113 · edgar.xml · derivative · entry 5

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 642 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1

F4 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award); these securities either vest and settle or are canceled prior to vesting date.

F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; these securities either vest and settle or are canceled prior to vesting date.

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:43 UTC
Wernikoff Daniel AEVP, Consumer Tax Group
Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative 642 $83.72 $53,748.24
Disclosure

SEC source: 0000896878-17-000113 · edgar.xml · derivative · entry 4

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 642 shares

Expires 2017-08-15

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

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award).

F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:43 UTC
Wernikoff Daniel AEVP, Consumer Tax Group
Tax withholdingCommon Stock 661 $137.47 $90,867.67
Disclosure

SEC source: 0000896878-17-000113 · edgar.xml · nonDerivative · entry 3

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,117

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:43 UTC
Wernikoff Daniel AEVP, Consumer Tax Group
Exercise / conversionCommon Stock 642 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000113 · edgar.xml · nonDerivative · entry 2

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,778

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

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:43 UTC
Wernikoff Daniel AEVP, Consumer Tax Group
Exercise / conversionCommon Stock 642 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000113 · edgar.xml · nonDerivative · entry 1

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,136

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

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:41 UTC
FLOURNOY MARK JVP & Chief Accounting Officer
Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative 122 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000112 · edgar.xml · derivative · entry 5

FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 122 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1

F4 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award); these securities either vest and settle or are canceled prior to vesting date.

F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; these securities either vest and settle or are canceled prior to vesting date.

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:41 UTC
FLOURNOY MARK JVP & Chief Accounting Officer
Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative 122 $83.72 $10,213.84
Disclosure

SEC source: 0000896878-17-000112 · edgar.xml · derivative · entry 4

FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 122 shares

Expires 2017-08-15

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

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award).

F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:41 UTC
FLOURNOY MARK JVP & Chief Accounting Officer
Tax withholdingCommon Stock 91 $137.47 $12,509.77
Disclosure

SEC source: 0000896878-17-000112 · edgar.xml · nonDerivative · entry 3

FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,868

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:41 UTC
FLOURNOY MARK JVP & Chief Accounting Officer
Exercise / conversionCommon Stock 122 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000112 · edgar.xml · nonDerivative · entry 2

FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,959

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

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:41 UTC
FLOURNOY MARK JVP & Chief Accounting Officer
Exercise / conversionCommon Stock 122 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000112 · edgar.xml · nonDerivative · entry 1

FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,837

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

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:38 UTC
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative 736 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000111 · edgar.xml · derivative · entry 5

FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 736 shares

Expires not disclosed

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

F1 · derivative.exercise_price: 1-for-1

F4 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award); these securities either vest and settle or are canceled prior to vesting date.

F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; these securities either vest and settle or are canceled prior to vesting date.

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:38 UTC
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative 736 $83.72 $61,617.92
Disclosure

SEC source: 0000896878-17-000111 · edgar.xml · derivative · entry 4

FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 736 shares

Expires 2017-08-15

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

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award).

F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:38 UTC
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
Tax withholdingCommon Stock 759 $137.47 $104,339.73
Disclosure

SEC source: 0000896878-17-000111 · edgar.xml · nonDerivative · entry 3

FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,170

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:38 UTC
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 736 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000111 · edgar.xml · nonDerivative · entry 2

FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,929

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

Read SEC document
August 15, 2017 Filed Aug 17, 2017 20:38 UTC
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 736 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000111 · edgar.xml · nonDerivative · entry 1

FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,193

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, 2017 Filed Aug 14, 2017 17:42 UTC
STANSBURY HENRY TAYLOEEVP & Chief Technology Officer
GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 622 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000106 · edgar.xml · derivative · entry 2

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 622

Underlying: Common Stock · 622 shares

Expires not disclosed

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.

Read SEC document
August 11, 2017 Filed Aug 14, 2017 17:42 UTC
STANSBURY HENRY TAYLOEEVP & Chief Technology Officer
GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 622 $136.60 $84,965.20
Disclosure

SEC source: 0000896878-17-000106 · edgar.xml · derivative · entry 1

STANSBURY HENRY TAYLOE · CIK 0001229237 · EVP & Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 622

Underlying: Common Stock · 622 shares

Expires not disclosed

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.

F2 · derivative.expiration_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.

Read SEC document
August 11, 2017 Filed Aug 14, 2017 17:41 UTC
SMITH BRAD DDirector · Chairman, CEO & President
GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 1,729 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000105 · edgar.xml · derivative · entry 2

SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,729

Underlying: Common Stock · 1,729 shares

Expires not disclosed

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.

Read SEC document
August 11, 2017 Filed Aug 14, 2017 17:41 UTC
SMITH BRAD DDirector · Chairman, CEO & President
GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 1,729 $136.60 $236,181.40
Disclosure

SEC source: 0000896878-17-000105 · edgar.xml · derivative · entry 1

SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,729

Underlying: Common Stock · 1,729 shares

Expires not disclosed

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.

F2 · derivative.expiration_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.

Read SEC document
August 11, 2017 Filed Aug 14, 2017 17:40 UTC
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 576 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000104 · edgar.xml · derivative · entry 2

FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 576

Underlying: Common Stock · 576 shares

Expires not disclosed

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.

Read SEC document
August 11, 2017 Filed Aug 14, 2017 17:40 UTC
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 576 $136.60 $78,681.60
Disclosure

SEC source: 0000896878-17-000104 · edgar.xml · derivative · entry 1

FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 576

Underlying: Common Stock · 576 shares

Expires not disclosed

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.

F2 · derivative.expiration_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.

Read SEC document
August 11, 2017 Filed Aug 31, 2017 17:21 UTC Amendment
SMITH BRAD DDirector · Chairman, CEO & President
GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 2,017 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000128 · edgar.xml · derivative · entry 2

SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,017

Underlying: Common Stock · 2,017 shares

Expires not disclosed

F4 · security: This line corrects the number of Restricted Stock Units (MSPP Matching Award) reported on the reporting person's Form 4 filed 8/14/2017.

F2 · derivative.exercise_price: 1-for-1

F7 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP).

F5 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award).

F6 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) have no expiration date; these securities either vest or are canceled prior to vesting date.

Read SEC document
August 11, 2017 Filed Aug 31, 2017 17:21 UTC Amendment
SMITH BRAD DDirector · Chairman, CEO & President
GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 2,017 $136.60 $275,522.20
Disclosure

SEC source: 0000896878-17-000128 · edgar.xml · derivative · entry 1

SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,017

Underlying: Common Stock · 2,017 shares

Expires not disclosed

F1 · security: This line corrects the number of Restricted Stock Units (MSPP Purchased Award) reported on the reporting person's Form 4 filed 8/14/2017.

F2 · derivative.exercise_price: 1-for-1

F3 · 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: 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.

Read SEC document
July 21, 2017 Filed Jul 24, 2017 22:36 UTC
Liu DeborahDirector
GrantRestricted Stock Unit · Derivative 803 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000084 · edgar.xml · derivative · entry 2

Liu Deborah · CIK 0001712627 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 803

Underlying: Common Stock · 803 shares

Expires 2022-07-21

F1 · derivative.exercise_price: 1-for-1

F4 · derivative.exercise_date: Represents vesting date for this award.

F3 · derivative.expiration_date: The reported date represents the deferred release date for vested RSUs. RSUs have no expiration date; they vest or are canceled prior to the vesting date.

Read SEC document
July 21, 2017 Filed Jul 24, 2017 22:36 UTC
Liu DeborahDirector
GrantRestricted Stock Unit · Derivative 556 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000084 · edgar.xml · derivative · entry 1

Liu Deborah · CIK 0001712627 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 556

Underlying: Common Stock · 556 shares

Expires 2022-07-21

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Represents earliest vesting date for this award; 50% of the awarded RSUs vest on each of 7/21/2018 and 7/21/2019.

F3 · derivative.expiration_date: The reported date represents the deferred release date for vested RSUs. RSUs have no expiration date; they vest or are canceled prior to the vesting date.

Read SEC document
July 20, 2017 Filed Jul 24, 2017 23:47 UTC
Williams R NeilEVP and CFO
GrantRestricted Stock Units (performance-based vesting) · Derivative 20,599 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000098 · edgar.xml · derivative · entry 3

Williams R Neil · CIK 0001423081 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,599

Underlying: Common Stock · 20,599 shares

Expires not disclosed

F2 · security: Dividend rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares.

F3 · derivative.exercise_price: 1-for-1

F6 · derivative.exercise_date: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2020. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock.

F5 · derivative.expiration_date: RSUs have no expiration date; they either vest or are canceled prior to the vest date.

Read SEC document
July 20, 2017 Filed Jul 24, 2017 23:47 UTC
Williams R NeilEVP and CFO
GrantRestricted Stock Units · Derivative 10,158 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000098 · edgar.xml · derivative · entry 2

Williams R Neil · CIK 0001423081 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,158

Underlying: Common Stock · 10,158 shares

Expires not disclosed

F2 · security: Dividend rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares.

F3 · derivative.exercise_price: 1-for-1

F4 · derivative.exercise_date: One-third of the RSUs vest on each of 7/1/2018, 7/1/2019, and 7/1/2020 provided a predetermined one year operating goal threshold is achieved.

F5 · derivative.expiration_date: RSUs have no expiration date; they either vest or are canceled prior to the vest date.

Read SEC document
July 20, 2017 Filed Jul 24, 2017 23:47 UTC
Williams R NeilEVP and CFO
GrantNon-Qualified Stock Option (right to buy) · Derivative 53,741 $0.00 Strike: $135.35 $0.00
Disclosure

SEC source: 0000896878-17-000098 · edgar.xml · derivative · entry 1

Williams R Neil · CIK 0001423081 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,741

Underlying: Common Stock · 53,741 shares

Expires 2024-07-19

F1 · derivative.exercise_date: One-third of the options vest on the one-year anniversary of the drant date, and thereafter 2.778% of the options vest on each monthly anniversary of the first vesting date until 100% vested.

Read SEC document
July 20, 2017 Filed Jul 24, 2017 23:46 UTC
Wernikoff Daniel AEVP, Consumer Tax Group
GrantRestricted Stock Units (performance-based vesting) · Derivative 29,963 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000097 · edgar.xml · derivative · entry 3

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,963

Underlying: Common Stock · 29,963 shares

Expires not disclosed

F2 · security: Dividend rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares.

F3 · derivative.exercise_price: 1-for-1

F6 · derivative.exercise_date: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2020. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock.

F5 · derivative.expiration_date: RSUs have no expiration date; they either vest or are canceled prior to the vest date.

Read SEC document
July 20, 2017 Filed Jul 24, 2017 23:46 UTC
Wernikoff Daniel AEVP, Consumer Tax Group
GrantRestricted Stock Units · Derivative 14,776 $0.00 $0.00
Disclosure

SEC source: 0000896878-17-000097 · edgar.xml · derivative · entry 2

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,776

Underlying: Common Stock · 14,776 shares

Expires not disclosed

F2 · security: Dividend rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares.

F3 · derivative.exercise_price: 1-for-1

F4 · derivative.exercise_date: One-third of the RSUs vest on each of 7/1/2018, 7/1/2019, and 7/1/2020 provided a predetermined one year operating goal threshold is achieved.

F5 · derivative.expiration_date: RSUs have no expiration date; they either vest or are canceled prior to the vest date.

Read SEC document
July 20, 2017 Filed Jul 24, 2017 23:46 UTC
Wernikoff Daniel AEVP, Consumer Tax Group
GrantNon-Qualified Stock Option (right to buy) · Derivative 78,170 $0.00 Strike: $135.35 $0.00
Disclosure

SEC source: 0000896878-17-000097 · edgar.xml · derivative · entry 1

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Tax Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,170

Underlying: Common Stock · 78,170 shares

Expires 2024-07-19

F1 · derivative.exercise_date: One-third of the options vest on the one-year anniversary of the drant date, and thereafter 2.778% of the options vest on each monthly anniversary of the first vesting date until 100% vested.

Read SEC document

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