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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
June 19, 2019 Filed Jun 21, 2019 20:50 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 4,131 $258.76 $1,068,924.34
Disclosure

SEC source: 0001567619-19-013837 · doc1.xml · nonDerivative · entry 1

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 395,869

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F2 · price: This transaction was executed in multiple trades ranging from $258.111 to $259.09. 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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June 10, 2019 Filed Jun 11, 2019 21:04 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 1,400 $263.59 $369,023.90
Disclosure

SEC source: 0000896878-19-000083 · edgar.xml · nonDerivative · entry 12

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 8,986,698

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F13 · price: This transaction was executed in multiple trades ranging from $263.35 to $263.93. 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.

F14 · ownership.nature: Shares held in trusts as follows: 8,676,164 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93; 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94; and 266,666 shares held by the 2019 Scott D. Cook CRUT. The reporting person is a trustee or an investment control person of each of these trusts.

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June 10, 2019 Filed Jun 11, 2019 21:04 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 7,786 $262.82 $2,046,280.70
Disclosure

SEC source: 0000896878-19-000083 · edgar.xml · nonDerivative · entry 11

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 8,988,098

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F12 · price: This transaction was executed in multiple trades ranging from $262.36 to $263.34. 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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June 10, 2019 Filed Jun 11, 2019 21:04 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 5,776 $261.86 $1,512,512.02
Disclosure

SEC source: 0000896878-19-000083 · edgar.xml · nonDerivative · entry 10

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 8,995,884

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F11 · price: This transaction was executed in multiple trades ranging from $261.37 to $262.35. 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
June 10, 2019 Filed Jun 11, 2019 21:04 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 11,874 $260.97 $3,098,789.84
Disclosure

SEC source: 0000896878-19-000083 · edgar.xml · nonDerivative · entry 9

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 9,001,660

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F10 · price: This transaction was executed in multiple trades ranging from $260.38 to $261.36. 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
June 10, 2019 Filed Jun 11, 2019 21:04 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 2,681 $259.97 $696,968.04
Disclosure

SEC source: 0000896878-19-000083 · edgar.xml · nonDerivative · entry 8

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 9,013,534

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F9 · price: This transaction was executed in multiple trades ranging from $259.39 to $260.37. 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
June 07, 2019 Filed Jun 11, 2019 21:04 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 16,433 $260.02 $4,272,852.79
Disclosure

SEC source: 0000896878-19-000083 · edgar.xml · nonDerivative · entry 7

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 9,016,215

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F8 · price: This transaction was executed in multiple trades ranging from $259.75 to $260.48. 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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June 07, 2019 Filed Jun 11, 2019 21:04 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 34,219 $259.35 $8,874,790.04
Disclosure

SEC source: 0000896878-19-000083 · edgar.xml · nonDerivative · entry 6

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 9,032,648

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F7 · price: This transaction was executed in multiple trades ranging from $258.76 to $259.74. 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
June 07, 2019 Filed Jun 11, 2019 21:04 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 28,956 $258.26 $7,478,179.46
Disclosure

SEC source: 0000896878-19-000083 · edgar.xml · nonDerivative · entry 5

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 9,066,867

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F6 · price: This transaction was executed in multiple trades ranging from $257.77 to $258.75. 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
June 07, 2019 Filed Jun 11, 2019 21:04 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 19,225 $257.42 $4,948,901.42
Disclosure

SEC source: 0000896878-19-000083 · edgar.xml · nonDerivative · entry 4

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 9,095,823

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F5 · price: This transaction was executed in multiple trades ranging from $256.78 to $257.76. 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
June 07, 2019 Filed Jun 11, 2019 21:04 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 1,394 $256.44 $357,477.08
Disclosure

SEC source: 0000896878-19-000083 · edgar.xml · nonDerivative · entry 3

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 9,115,048

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F4 · price: This transaction was executed in multiple trades ranging from $255.79 to $256.77. 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
June 07, 2019 Filed Jun 11, 2019 21:04 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 1,390 $255.18 $354,694.78
Disclosure

SEC source: 0000896878-19-000083 · edgar.xml · nonDerivative · entry 2

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 9,116,442

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F3 · price: This transaction was executed in multiple trades ranging from $254.80 to $255.78. 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
June 07, 2019 Filed Jun 11, 2019 21:04 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
SaleCommon Stock 2,200 $254.10 $559,028.36
Disclosure

SEC source: 0000896878-19-000083 · edgar.xml · nonDerivative · entry 1

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 9,117,832

F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted in March 2019.

F2 · price: This transaction was executed in multiple trades ranging from $253.81 to $254.79. 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.

Read SEC document
May 28, 2019 Filed May 29, 2019 23:50 UTC Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 5,827 $0.00 Strike: $107.25 $0.00
Disclosure

SEC source: 0000896878-19-000081 · edgar.xml · derivative · entry 10

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,827 shares

Expires 2022-07-22

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 2019.

F9 · derivative.exercise_date: Represents final vesting date for the stock option grant awarded on July 23, 2015.

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May 28, 2019 Filed May 29, 2019 23:50 UTC SaleCommon Stock 100 $258.39 $25,839.00
Disclosure

SEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 9

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

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 2019.

Read SEC document
May 28, 2019 Filed May 29, 2019 23:50 UTC SaleCommon Stock 219 $257.76 $56,448.85
Disclosure

SEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 8

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100

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

F8 · price: This transaction was executed in multiple trades ranging from $257.34 to $258.25. 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 28, 2019 Filed May 29, 2019 23:50 UTC SaleCommon Stock 2,501 $256.59 $641,738.34
Disclosure

SEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 7

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 319

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

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

F7 · price: This transaction was executed in multiple trades ranging from $256.08 to $256.96. 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 28, 2019 Filed May 29, 2019 23:50 UTC SaleCommon Stock 1,981 $255.62 $506,390.95
Disclosure

SEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 6

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,820

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

F6 · price: This transaction was executed in multiple trades ranging from $255.08 to $255.98. 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 28, 2019 Filed May 29, 2019 23:50 UTC SaleCommon Stock 200 $258.55 $51,710.00
Disclosure

SEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 5

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,801

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

F5 · price: This transaction was executed in multiple trades ranging from $258.47 to $258.63. 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
May 28, 2019 Filed May 29, 2019 23:50 UTC SaleCommon Stock 300 $257.45 $77,235.99
Disclosure

SEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 4

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,001

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

F4 · price: This transaction was executed in multiple trades ranging from $257.09 to $258.08. 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 28, 2019 Filed May 29, 2019 23:50 UTC SaleCommon Stock 2,816 $256.58 $722,518.02
Disclosure

SEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 3

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,301

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

F3 · price: This transaction was executed in multiple trades ranging from $256.07 to $256.91. 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
May 28, 2019 Filed May 29, 2019 23:50 UTC SaleCommon Stock 2,511 $255.59 $641,776.70
Disclosure

SEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 2

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,117

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

F2 · price: This transaction was executed in multiple trades ranging from $255.02 to $255.98. 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 28, 2019 Filed May 29, 2019 23:50 UTC Exercise / conversionCommon Stock 5,827 $107.25 $624,945.75
Disclosure

SEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 1

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,628

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 2019.

Read SEC document
May 03, 2019 Filed May 3, 2019 23:22 UTC GrantRestricted Stock Unit · Derivative 100 $248.86 $24,886.00
Disclosure

SEC source: 0000896878-19-000071 · edgar.xml · derivative · entry 1

SZKUTAK THOMAS J · CIK 0001209974 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100

Underlying: Common Stock · 100 shares

Expires 2024-05-03

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 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 the vesting date.

Read SEC document
May 03, 2019 Filed May 3, 2019 23:21 UTC GrantRestricted Stock Unit · Derivative 123 $248.86 $30,609.78
Disclosure

SEC source: 0000896878-19-000070 · edgar.xml · derivative · entry 1

DALZELL RICHARD L · CIK 0001184753 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 123

Underlying: Common Stock · 123 shares

Expires 2024-05-03

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 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 the vesting date.

Read SEC document
May 03, 2019 Filed May 3, 2019 23:19 UTC
Burton Eve BDirector
GrantRestricted Stock Unit · Derivative 118 $248.86 $29,365.48
Disclosure

SEC source: 0000896878-19-000069 · edgar.xml · derivative · entry 1

Burton Eve B · CIK 0001587289 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 118

Underlying: Common Stock · 118 shares

Expires 2026-05-03

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 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 the vesting date.

Read SEC document
April 01, 2019 Filed Apr 2, 2019 23:14 UTC
FENNELL LAURA AEVP, People & Places
Exercise / conversionRestricted Stock Units · Derivative 433 $0.00 $0.00
Disclosure

SEC source: 0000896878-19-000060 · edgar.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,625

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.

F2 · derivative.exercise_price: 1-for-1

F3 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units.

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

Read SEC document
April 01, 2019 Filed Apr 2, 2019 23:14 UTC
FENNELL LAURA AEVP, People & Places
Tax withholdingCommon Stock 215 $265.75 $57,136.25
Disclosure

SEC source: 0000896878-19-000060 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,944

Read SEC document
April 01, 2019 Filed Apr 2, 2019 23:14 UTC
FENNELL LAURA AEVP, People & Places
Exercise / conversionCommon Stock 433 $0.00 $0.00
Disclosure

SEC source: 0000896878-19-000060 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,159

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 112 shares acquired by the reporting person on 3/15/2019 through the Intuit Inc. Employee Stock Purchase Plan.

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March 22, 2019 Filed Jul 31, 2019 18:41 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
GiftCommon Stock 400,000 $0.00 $0.00
Disclosure

SEC source: 0000896878-19-000123 · edgar.xml · nonDerivative · entry 1

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 8,586,698

F1 · ownership.nature: Shares held in trusts as follows: 8,276,164 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93; 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94; and 266,666 shares held by the 2019 Scott D. Cook CRUT. The reporting person is a trustee of each of these trusts.

Read SEC document
March 12, 2019 Filed Mar 13, 2019 22:02 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 12,176 $0.00 Strike: $82.59 $0.00
Disclosure

SEC source: 0000896878-19-000056 · edgar.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,176 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.

F2 · derivative.exercise_date: Represents final vest date for this award.

Read SEC document
March 12, 2019 Filed Mar 13, 2019 22:02 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
SaleCommon Stock 12,176 $250.74 $3,052,981.02
Disclosure

SEC source: 0000896878-19-000056 · 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: 2,534

F1 · price: This transaction was executed in multiple trades ranging from $250.61 to $251.16. 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
March 12, 2019 Filed Mar 13, 2019 22:02 UTC
McLean Kerry JSVP, Gen. Counsel & Corp. Sec.
Exercise / conversionCommon Stock 12,176 $82.59 $1,005,615.84
Disclosure

SEC source: 0000896878-19-000056 · 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: 14,710

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
March 12, 2019 Filed Mar 13, 2019 22:01 UTC
FLOURNOY MARK JVP, Chief Accounting Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 2,313 $0.00 Strike: $135.35 $0.00
Disclosure

SEC source: 0000896878-19-000055 · edgar.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,553

Underlying: Common Stock · 2,313 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.

F2 · derivative.exercise_date: Represents most recent vesting date for options exercised in this transaction.

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March 12, 2019 Filed Mar 13, 2019 22:01 UTC
FLOURNOY MARK JVP, Chief Accounting Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 3,626 $0.00 Strike: $113.19 $0.00
Disclosure

SEC source: 0000896878-19-000055 · edgar.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,021

Underlying: Common Stock · 3,626 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.

F2 · derivative.exercise_date: Represents most recent vesting date for options exercised in this transaction.

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March 12, 2019 Filed Mar 13, 2019 22:01 UTC
FLOURNOY MARK JVP, Chief Accounting Officer
SaleCommon Stock 5,939 $251.18 $1,491,778.81
Disclosure

SEC source: 0000896878-19-000055 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: This transaction was executed in multiple trades ranging from $251.17 to $251.25. 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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March 12, 2019 Filed Mar 13, 2019 22:01 UTC
FLOURNOY MARK JVP, Chief Accounting Officer
Exercise / conversionCommon Stock 2,313 $135.35 $313,064.55
Disclosure

SEC source: 0000896878-19-000055 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,939

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
March 12, 2019 Filed Mar 13, 2019 22:01 UTC
FLOURNOY MARK JVP, Chief Accounting Officer
Exercise / conversionCommon Stock 3,626 $113.19 $410,426.94
Disclosure

SEC source: 0000896878-19-000055 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,626

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
March 12, 2019 Filed Mar 13, 2019 21:59 UTC
FENNELL LAURA AEVP, People & Places
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 50,500 $0.00 Strike: $82.59 $0.00
Disclosure

SEC source: 0000896878-19-000054 · edgar.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 50,500 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.

F3 · derivative.exercise_date: Represents final vest date for this award.

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March 12, 2019 Filed Mar 13, 2019 21:59 UTC
FENNELL LAURA AEVP, People & Places
SaleCommon Stock 16,988 $251.52 $4,272,806.47
Disclosure

SEC source: 0000896878-19-000054 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,614

F2 · price: This transaction was executed in multiple trades ranging from $251.50 to $251.72. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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March 12, 2019 Filed Mar 13, 2019 21:59 UTC
FENNELL LAURA AEVP, People & Places
SaleCommon Stock 50,500 $251.40 $12,695,735.35
Disclosure

SEC source: 0000896878-19-000054 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,602

F1 · price: This transaction was executed in multiple trades ranging from $251.40 to $251.46. 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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March 12, 2019 Filed Mar 13, 2019 21:59 UTC
FENNELL LAURA AEVP, People & Places
Exercise / conversionCommon Stock 50,500 $82.59 $4,170,795.00
Disclosure

SEC source: 0000896878-19-000054 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95,102

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
March 12, 2019 Filed Mar 15, 2019 21:06 UTC
COOK SCOTT DDirector · Chairman of Exec. Committee
GiftCommon Stock 400,000 $0.00 $0.00
Disclosure

SEC source: 0000896878-19-000058 · edgar.xml · nonDerivative · entry 1

COOK SCOTT D · CIK 0000938861 · Director · Chairman of Exec. Committee

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trusts

Disclosed balance after: 9,520,032

F1 · ownership.nature: Shares held in trusts as follows: 9,476,164 shares held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 and 43,868 shares held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94. The reporting person is a trustee of each of these trusts.

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March 01, 2019 Filed Mar 4, 2019 23:33 UTC Exercise / conversionRestricted Stock Unit · Derivative 3,747 $0.00 $0.00
Disclosure

SEC source: 0000896878-19-000050 · edgar.xml · derivative · entry 3

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,493

Underlying: Common Stock · 3,747 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 first vesting date for Restricted Stock Unit grant awarded on 3/15/2018.

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

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March 01, 2019 Filed Mar 4, 2019 23:33 UTC Tax withholdingCommon Stock 1,294 $250.41 $324,030.54
Disclosure

SEC source: 0000896878-19-000050 · edgar.xml · nonDerivative · entry 2

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,801

Read SEC document
March 01, 2019 Filed Mar 4, 2019 23:33 UTC Exercise / conversionCommon Stock 3,747 $0.00 $0.00
Disclosure

SEC source: 0000896878-19-000050 · edgar.xml · nonDerivative · entry 1

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,095

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 27, 2019 Filed Feb 27, 2019 23:26 UTC SaleCommon Stock 4,083 $248.96 $1,016,508.17
Disclosure

SEC source: 0000896878-19-000048 · edgar.xml · nonDerivative · entry 1

POWELL DENNIS D · CIK 0001231878 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,550

F1 · price: This transaction was executed in multiple trades ranging from $248.95 to $249.03. 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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February 25, 2019 Filed Feb 26, 2019 23:37 UTC
SMITH BRAD DDirector · Executive Chairman
GiftCommon Stock 20,062 $0.00 $0.00
Disclosure

SEC source: 0000896878-19-000046 · edgar.xml · nonDerivative · entry 1

SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 258,140

Read SEC document
February 25, 2019 Filed Feb 26, 2019 23:36 UTC
Chriss James AlexanderEVP & GM, SBSEG
SaleCommon Stock 923 $247.10 $228,073.30
Disclosure

SEC source: 0000896878-19-000045 · edgar.xml · nonDerivative · entry 1

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

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 August 2018.

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February 15, 2019 Filed Feb 19, 2019 23:40 UTC
Chriss James AlexanderEVP and GM, SBSEG
GrantRestricted Stock Unit · Derivative 9,214 $0.00 $0.00
Disclosure

SEC source: 0000896878-19-000036 · edgar.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,214

Underlying: Common Stock · 9,214 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: 25% of the restricted stock units vest on 2/1/2020 and thereafter, 6.25% of the restricted stock units vest on each 3 month anniversary of the first vesting date until the award is fully vested.

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