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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
July 01, 2020 Filed Jul 3, 2020 00:32 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionCommon Stock 433 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000081 · edgar.xml · nonDerivative · entry 2

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,155

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 00:32 UTC
FENNELL LAURA AEVP, People and Places
Exercise / conversionCommon Stock 3,323 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000081 · edgar.xml · nonDerivative · entry 1

FENNELL LAURA A · CIK 0001286631 · EVP, People and Places

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,722

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

Read SEC document
July 01, 2020 Filed Jul 3, 2020 00:30 UTC Exercise / conversionRestricted Stock Unit · Derivative 1,554 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000080 · edgar.xml · derivative · entry 7

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,661

Underlying: Common Stock · 1,554 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 vest date.

Read SEC document
July 01, 2020 Filed Jul 3, 2020 00:30 UTC Exercise / conversionRestricted Stock Unit · Derivative 433 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000080 · edgar.xml · derivative · entry 6

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,462

Underlying: Common Stock · 433 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 vest date.

Read SEC document
July 01, 2020 Filed Jul 3, 2020 00:30 UTC Exercise / conversionRestricted Stock Unit · Derivative 924 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000080 · edgar.xml · derivative · entry 5

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 924 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 vest date.

Read SEC document
July 01, 2020 Filed Jul 3, 2020 00:30 UTC Tax withholdingCommon Stock 1,445 $302.58 $437,228.10
Disclosure

SEC source: 0000896878-20-000080 · edgar.xml · nonDerivative · entry 4

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,063

Read SEC document
July 01, 2020 Filed Jul 3, 2020 00:30 UTC Exercise / conversionCommon Stock 1,554 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000080 · edgar.xml · nonDerivative · entry 3

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,508

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 00:30 UTC Exercise / conversionCommon Stock 433 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000080 · edgar.xml · nonDerivative · entry 2

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,954

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 00:30 UTC Exercise / conversionCommon Stock 924 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000080 · edgar.xml · nonDerivative · entry 1

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,521

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 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 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 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 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 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 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 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
July 01, 2020 Filed Jul 6, 2020 21:10 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionRestricted Stock Unit · Derivative 1,776 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000092 · edgar.xml · derivative · entry 12

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,327

Underlying: Common Stock · 1,776 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.

F6 · derivative.exercise_price: 1-for-1

F12 · derivative.exercise_date: Represents vesting and release date for restricted stock units.

F8 · 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 6, 2020 21:10 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionRestricted Stock Unit · Derivative 36 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000092 · edgar.xml · derivative · entry 11

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,649

Underlying: Common Stock · 36 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.

F6 · derivative.exercise_price: 1-for-1

F11 · derivative.exercise_date: Represents vesting and release date for restricted stock units to accomodate the withholding of shares in connection with tax withholding obligations for restricted stock units with a deferred release date of 7/1/2021.

F8 · 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 6, 2020 21:10 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionRestricted Stock Unit · Derivative 4,954 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000092 · edgar.xml · derivative · entry 10

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,156

Underlying: Common Stock · 4,954 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.

F6 · derivative.exercise_price: 1-for-1

F10 · derivative.exercise_date: Represents release date for 4,896 vested restricted stock units and the vesting and release date for 58 restricted stock units to accomodate the withholding of shares in connection with tax withholding obligations for restricted stock units with a deferred release date of 7/1/2021.

F8 · 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 6, 2020 21:10 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionRestricted Stock Unit · Derivative 8,506 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000092 · edgar.xml · derivative · entry 9

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,279

Underlying: Common Stock · 8,506 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.

F6 · derivative.exercise_price: 1-for-1

F9 · derivative.exercise_date: Represents release date for 8,280 vested restricted stock units and the vesting and release date for 226 restricted stock units to accomodate the withholding of shares in connection with tax withholding obligations for restricted stock units with a deferred release date of 7/1/2021.

F8 · 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 6, 2020 21:10 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionRestricted Stock Unit · Derivative 11,464 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000092 · edgar.xml · derivative · entry 8

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,464 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.

F6 · derivative.exercise_price: 1-for-1

F7 · derivative.exercise_date: Represents release date for vested restricted stock units.

F8 · 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 6, 2020 21:10 UTC
SMITH BRAD DDirector · Executive Chairman
Tax withholdingCommon Stock 12,352 $302.58 $3,737,468.16
Disclosure

SEC source: 0000896878-20-000092 · edgar.xml · nonDerivative · entry 6

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 318,241

F4 · shares: Represents shares withheld in connection with tax withholding obligations as follows: 11,151 shares in connection with deferred release of vested restricted stock units on 7/1/2020; 320 shares in connection with 7/1/2020 vesting of restricted stock units with deferred release date of 7/1/2021; and 881 shares in connection with restricted stock units with a vesting and release date of 7/1/2020.

Read SEC document
July 01, 2020 Filed Jul 6, 2020 21:10 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionCommon Stock 1,776 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000092 · edgar.xml · nonDerivative · entry 5

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 330,593

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 6, 2020 21:10 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionCommon Stock 36 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000092 · edgar.xml · nonDerivative · entry 4

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 328,817

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 6, 2020 21:10 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionCommon Stock 4,954 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000092 · edgar.xml · nonDerivative · entry 3

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 328,781

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

F3 · shares: Represents the deferred release of 4,896 vested restricted stock units and the vesting and release of an additional 58 restricted stock units to accomodate the withholding of those 58 shares in connection with tax withholding obligations for restricted stock units with a deferred release date of 7/1/2021.

Read SEC document
July 01, 2020 Filed Jul 6, 2020 21:10 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionCommon Stock 8,506 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000092 · edgar.xml · nonDerivative · entry 2

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 323,827

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 · shares: Represents the deferred release of 8,280 vested restricted stock units and the vesting and release of an additional 226 restricted stock units to accomodate the withholding of those 226 shares in connection with tax withholding obligations for restricted stock units with a deferred release date of 7/1/2021.

Read SEC document
July 01, 2020 Filed Jul 6, 2020 21:10 UTC
SMITH BRAD DDirector · Executive Chairman
Exercise / conversionCommon Stock 11,464 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000092 · edgar.xml · nonDerivative · entry 1

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 315,321

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

Read SEC document
June 01, 2020 Filed Jun 3, 2020 18:22 UTC
Tessel MariannaEVP & Chief Technology Officer
Exercise / conversionRestricted Stock Unit · Derivative 7,726 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000074 · edgar.xml · derivative · entry 3

Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,726 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
June 01, 2020 Filed Jun 3, 2020 18:22 UTC
Tessel MariannaEVP & Chief Technology Officer
Tax withholdingCommon Stock 3,618 $289.95 $1,049,039.10
Disclosure

SEC source: 0000896878-20-000074 · edgar.xml · nonDerivative · entry 2

Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,289

Read SEC document
June 01, 2020 Filed Jun 3, 2020 18:22 UTC
Tessel MariannaEVP & Chief Technology Officer
Exercise / conversionCommon Stock 7,726 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000074 · edgar.xml · nonDerivative · entry 1

Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,907

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 26, 2020 Filed May 28, 2020 16:38 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 18,000 $0.00 Strike: $113.19 $0.00
Disclosure

SEC source: 0000896878-20-000072 · edgar.xml · derivative · entry 10

McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,303

Underlying: Common Stock · 18,000 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 in March 2020.

F9 · derivative.exercise_date: Represents last vesting date for this traunch of stock options granted 7/21/2016.

Read SEC document
May 26, 2020 Filed May 28, 2020 16:38 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
SaleCommon Stock 637 $290.73 $185,195.01
Disclosure

SEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 9

McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,399

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

F8 · price: This transaction was executed in multiple trades ranging from $290.43 to $291.10. 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
May 26, 2020 Filed May 28, 2020 16:38 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
SaleCommon Stock 600 $289.20 $173,520.00
Disclosure

SEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 8

McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,036

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

F7 · price: This transaction was executed in multiple trades ranging from $289.18 to $289.24. 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
May 26, 2020 Filed May 28, 2020 16:38 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
SaleCommon Stock 2,831 $288.46 $816,630.26
Disclosure

SEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 7

McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,636

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

F6 · price: This transaction was executed in multiple trades ranging from $288.08 to $288.93. 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.

Read SEC document
May 26, 2020 Filed May 28, 2020 16:38 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
SaleCommon Stock 4,894 $287.46 $1,406,829.24
Disclosure

SEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 6

McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,467

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

F5 · price: This transaction was executed in multiple trades ranging from $287 to $287.99. 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
May 26, 2020 Filed May 28, 2020 16:38 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
SaleCommon Stock 5,705 $286.51 $1,634,539.55
Disclosure

SEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 5

McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,361

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

F4 · price: This transaction was executed in multiple trades ranging from $286.02 to $286.99. 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
May 26, 2020 Filed May 28, 2020 16:38 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
SaleCommon Stock 2,906 $285.55 $829,808.30
Disclosure

SEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 4

McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,066

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

F3 · price: This transaction was executed in multiple trades ranging from $285 to $285.99. 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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May 26, 2020 Filed May 28, 2020 16:38 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
SaleCommon Stock 227 $284.02 $64,472.54
Disclosure

SEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 3

McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,972

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

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May 26, 2020 Filed May 28, 2020 16:38 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
SaleCommon Stock 200 $283.29 $56,658.00
Disclosure

SEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 2

McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,199

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

F2 · price: This transaction was executed in multiple trades ranging from $282.97 to 283.61. 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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May 26, 2020 Filed May 28, 2020 16:38 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 18,000 $113.19 $2,037,420.00
Disclosure

SEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 1

McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,399

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 2020.

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May 26, 2020 Filed May 28, 2020 16:34 UTC 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.

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May 08, 2020 Filed May 12, 2020 01:28 UTC GrantRestricted Stock Units · Derivative 90 $280.36 $25,232.40
Disclosure

SEC source: 0000896878-20-000059 · edgar.xml · derivative · entry 1

SZKUTAK THOMAS J · CIK 0001209974 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90

Underlying: Common Stock · 90 shares

Expires 2025-05-08

F1 · derivative.exercise_price: 1-for-1

F4 · price: Fair market value of Intuit Inc. Common Stock on date of grant; award pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units.

F2 · derivative.exercise_date: Represents vesting date for these restricted stock units. These securities are subject to deferred release.

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

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May 08, 2020 Filed May 12, 2020 01:27 UTC
Liu DeborahDirector
GrantRestricted Stock Units · Derivative 94 $280.36 $26,353.84
Disclosure

SEC source: 0000896878-20-000058 · edgar.xml · derivative · entry 1

Liu Deborah · CIK 0001712627 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 94

Underlying: Common Stock · 94 shares

Expires 2030-05-08

F1 · derivative.exercise_price: 1-for-1

F4 · price: Fair market value of Intuit Inc. Common Stock on date of grant; award pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units.

F2 · derivative.exercise_date: Represents vesting date for these restricted stock units. These securities are subject to deferred release.

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

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May 08, 2020 Filed May 12, 2020 01:26 UTC
Burton Eve BDirector
GrantRestricted Stock Units · Derivative 105 $280.36 $29,437.80
Disclosure

SEC source: 0000896878-20-000057 · edgar.xml · derivative · entry 1

Burton Eve B · CIK 0001587289 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105

Underlying: Common Stock · 105 shares

Expires 2027-05-08

F1 · derivative.exercise_price: 1-for-1

F4 · price: Fair market value of Intuit Inc. Common Stock on date of grant; award pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units.

F2 · derivative.exercise_date: Represents vesting date for these restricted stock units. These securities are subject to deferred release.

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

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May 01, 2020 Filed May 5, 2020 18:25 UTC
Tessel MariannaEVP and CTO
Exercise / conversionRestricted Stock Unit · Derivative 401 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000049 · edgar.xml · derivative · entry 3

Tessel Marianna · CIK 0001784171 · EVP and CTO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,420

Underlying: Common Stock · 401 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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May 01, 2020 Filed May 5, 2020 18:25 UTC
Tessel MariannaEVP and CTO
Tax withholdingCommon Stock 139 $261.13 $36,297.07
Disclosure

SEC source: 0000896878-20-000049 · edgar.xml · nonDerivative · entry 2

Tessel Marianna · CIK 0001784171 · EVP and CTO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,181

Read SEC document
May 01, 2020 Filed May 5, 2020 18:25 UTC
Tessel MariannaEVP and CTO
Exercise / conversionCommon Stock 401 $0.00 $0.00
Disclosure

SEC source: 0000896878-20-000049 · edgar.xml · nonDerivative · entry 1

Tessel Marianna · CIK 0001784171 · EVP and CTO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,320

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 01, 2020 Filed May 5, 2020 18:24 UTC 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.

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May 01, 2020 Filed May 5, 2020 18:24 UTC 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

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May 01, 2020 Filed May 5, 2020 18:24 UTC 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

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