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INTU

INTUIT INC.

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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 10, 2018 Filed Aug 14, 2018 00:13 UTC
SMITH BRAD DDirector · Chairman, CEO & President
GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 1,467 $211.01 $309,551.67
Disclosure

SEC source: 0000896878-18-000150 · edgar.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,467

Underlying: Common Stock · 1,467 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchase 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 Purchase 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 10, 2018 Filed Aug 14, 2018 00:11 UTC
McLean Kerry JSVP, General Counsel
GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 177 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000149 · edgar.xml · derivative · entry 2

McLean Kerry J · CIK 0001749067 · SVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177

Underlying: Common Stock · 177 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 10, 2018 Filed Aug 14, 2018 00:11 UTC
McLean Kerry JSVP, General Counsel
GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 177 $211.01 $37,348.77
Disclosure

SEC source: 0000896878-18-000149 · edgar.xml · derivative · entry 1

McLean Kerry J · CIK 0001749067 · SVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177

Underlying: Common Stock · 177 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchase 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 Purchase 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 10, 2018 Filed Aug 14, 2018 00:08 UTC
FLOURNOY MARK JVP, Chief Accounting Officer
GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 95 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000148 · edgar.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95

Underlying: Common Stock · 95 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 10, 2018 Filed Aug 14, 2018 00:08 UTC
FLOURNOY MARK JVP, Chief Accounting Officer
GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 95 $211.01 $20,045.95
Disclosure

SEC source: 0000896878-18-000148 · edgar.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95

Underlying: Common Stock · 95 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchase 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 Purchase 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 10, 2018 Filed Aug 13, 2018 23:59 UTC
FENNELL LAURA AEVP, People and Places
GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 509 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000143 · edgar.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 509

Underlying: Common Stock · 509 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 10, 2018 Filed Aug 13, 2018 23:59 UTC
FENNELL LAURA AEVP, People and Places
GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 509 $211.01 $107,404.09
Disclosure

SEC source: 0000896878-18-000143 · edgar.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 509

Underlying: Common Stock · 509 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchase 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 Purchase 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 10, 2018 Filed Aug 13, 2018 23:55 UTC GrantRestricted Stock Unit (MSPP Matching Award) · Derivative 398 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000142 · edgar.xml · derivative · entry 2

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 398

Underlying: Common Stock · 398 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 10, 2018 Filed Aug 13, 2018 23:55 UTC GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative 398 $211.01 $83,981.98
Disclosure

SEC source: 0000896878-18-000142 · edgar.xml · derivative · entry 1

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 398

Underlying: Common Stock · 398 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchase 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 Purchase 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 27, 2018 Filed Jul 30, 2018 21:30 UTC
WEINER JEFFDirector
GrantRestricted Stock Unit · Derivative 100 $212.31 $21,231.00
Disclosure

SEC source: 0000896878-18-000135 · edgar.xml · derivative · entry 1

WEINER JEFF · CIK 0001234665 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100

Underlying: Common Stock · 100 shares

Expires 2023-07-27

F1 · security: Dividend rights accrue on the underlying shares for this award and settle in cash upon issuance of those shares.

F2 · derivative.exercise_price: 1-for-1

F5 · price: Fair Market Value of Intuit Inc. Common Stock on date of grant; restricted stock units awarded pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units.

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

F4 · derivative.expiration_date: Represents release date for vested restricted stock units. Restricted stock units have no expiration date; they vest or are canceled prior to the vesting date.

Read SEC document
July 27, 2018 Filed Jul 30, 2018 21:28 UTC GrantRestricted Stock Unit · Derivative 100 $212.31 $21,231.00
Disclosure

SEC source: 0000896878-18-000134 · 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 not disclosed

F1 · security: Dividend rights accrue on the underlying shares for this award and settle in cash upon issuance of those shares.

F2 · derivative.exercise_price: 1-for-1

F5 · price: Fair Market Value of Intuit Inc. Common Stock on date of grant; restricted stock units awarded pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units.

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

F4 · derivative.expiration_date: Represents release date for vested restricted stock units. Restricted stock units have no expiration date; they vest or are canceled prior to the vesting date.

Read SEC document
July 27, 2018 Filed Jul 30, 2018 21:26 UTC
Liu DeborahDirector
GrantRestricted Stock Unit · Derivative 105 $212.31 $22,292.55
Disclosure

SEC source: 0000896878-18-000132 · edgar.xml · derivative · entry 1

Liu Deborah · CIK 0001712627 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105

Underlying: Common Stock · 105 shares

Expires 2028-07-27

F1 · security: Dividend rights accrue on the underlying shares for this award and settle in cash upon issuance of those shares.

F2 · derivative.exercise_price: 1-for-1

F5 · price: Fair Market Value of Intuit Inc. Common Stock on date of grant; restricted stock units awarded pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units.

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

F4 · derivative.expiration_date: Represents release date for vested restricted stock units. Restricted stock units have no expiration date; they vest or are canceled prior to the vesting date.

Read SEC document
July 27, 2018 Filed Jul 30, 2018 21:24 UTC GrantRestricted Stock Unit · Derivative 126 $212.31 $26,751.06
Disclosure

SEC source: 0000896878-18-000130 · edgar.xml · derivative · entry 1

DALZELL RICHARD L · CIK 0001184753 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126

Underlying: Common Stock · 126 shares

Expires 2023-07-27

F1 · security: Dividend rights accrue on the underlying shares for this award and settle in cash upon issuance of those shares.

F2 · derivative.exercise_price: 1-for-1

F5 · price: Fair Market Value of Intuit Inc. Common Stock on date of grant; restricted stock units awarded pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units.

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

F4 · derivative.expiration_date: Represents release date for vested restricted stock units. Restricted stock units have no expiration date; they vest or are canceled prior to the vesting date.

Read SEC document
July 27, 2018 Filed Jul 30, 2018 21:19 UTC
Burton Eve BDirector
GrantRestricted Stock Unit · Derivative 120 $212.31 $25,477.20
Disclosure

SEC source: 0000896878-18-000127 · edgar.xml · derivative · entry 1

Burton Eve B · CIK 0001587289 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 120

Underlying: Common Stock · 120 shares

Expires 2025-07-27

F1 · security: Dividend rights accrue on the underlying shares for this award and settle in cash upon issuance of those shares.

F2 · derivative.exercise_price: 1-for-1

F5 · price: Fair Market Value of Intuit Inc. Common Stock on date of grant; restricted stock units awarded pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units.

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

F4 · derivative.expiration_date: Represents release date for vested restricted stock units. Restricted stock units have no expiration date; they vest or are canceled prior to the vesting date.

Read SEC document
July 26, 2018 Filed Jul 30, 2018 21:16 UTC
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
GrantRestricted Stock Units (performance based vesting) · Derivative 13,783 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000125 · edgar.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,783

Underlying: Common Stock · 13,783 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 9/1/2021. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock.

F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.

Read SEC document
July 26, 2018 Filed Jul 30, 2018 21:16 UTC
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
GrantRestricted Stock Units · Derivative 6,923 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000125 · edgar.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,923

Underlying: Common Stock · 6,923 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: Provided that a predetermined one year operating goal threshold is achieved, 25% of the awarded restricted stock units will vest on 7/1/2019 and thereafter 6.25% of the awarded restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date of 7/1/2019, until the award is fully vested.

F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.

Read SEC document
July 26, 2018 Filed Jul 30, 2018 21:16 UTC
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
GrantNon-Qualified Stock Option (right to buy) · Derivative 29,543 $0.00 Strike: $216.64 $0.00
Disclosure

SEC source: 0000896878-18-000125 · edgar.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,543

Underlying: Common Stock · 29,543 shares

Expires 2025-07-25

F1 · derivative.exercise_date: 25% of the awarded stock options will vest on July 26, 2019 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until the award is fully vested.

Read SEC document
July 26, 2018 Filed Jul 30, 2018 21:12 UTC
Goodarzi Sasan KEVP, GM Small Bus. & SE Group
GrantRestricted Stock Units (performance based vesting) · Derivative 25,270 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000123 · edgar.xml · derivative · entry 3

Goodarzi Sasan K · CIK 0001412321 · EVP, GM Small Bus. & SE Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,270

Underlying: Common Stock · 25,270 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 9/1/2021. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock.

F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.

Read SEC document
July 26, 2018 Filed Jul 30, 2018 21:12 UTC
Goodarzi Sasan KEVP, GM Small Bus. & SE Group
GrantRestricted Stock Units · Derivative 12,693 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000123 · edgar.xml · derivative · entry 2

Goodarzi Sasan K · CIK 0001412321 · EVP, GM Small Bus. & SE Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,693

Underlying: Common Stock · 12,693 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: Provided that a predetermined one year operating goal threshold is achieved, 25% of the awarded restricted stock units will vest on 7/1/2019 and thereafter 6.25% of the awarded restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date of 7/1/2019, until the award is fully vested.

F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.

Read SEC document
July 26, 2018 Filed Jul 30, 2018 21:12 UTC
Goodarzi Sasan KEVP, GM Small Bus. & SE Group
GrantNon-Qualified Stock Option (right to buy) · Derivative 54,162 $0.00 Strike: $216.64 $0.00
Disclosure

SEC source: 0000896878-18-000123 · edgar.xml · derivative · entry 1

Goodarzi Sasan K · CIK 0001412321 · EVP, GM Small Bus. & SE Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,162

Underlying: Common Stock · 54,162 shares

Expires 2025-07-25

F1 · derivative.exercise_date: 25% of the awarded stock options will vest on July 26, 2019 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until the award is fully vested.

Read SEC document
July 26, 2018 Filed Jul 30, 2018 21:09 UTC
FLOURNOY MARK JVP, Chief Accounting Officer
GrantRestricted Stock Units · Derivative 3,000 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000121 · edgar.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,000

Underlying: Common Stock · 3,000 shares

Expires not disclosed

F1 · security: Dividend rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares.

F2 · derivative.exercise_price: 1-for-1

F3 · derivative.exercise_date: 25% of the awarded restricted stock units will vest on 7/1/2019 and thereafter 6.25% of the awarded restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date of 7/1/2019, until the award is fully vested..

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

Read SEC document
July 26, 2018 Filed Jul 30, 2018 21:07 UTC
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
GrantRestricted Stock Units (performance based vesting) · Derivative 13,783 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000120 · edgar.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,783

Underlying: Common Stock · 13,783 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 9/1/2021. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock.

F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.

Read SEC document
July 26, 2018 Filed Jul 30, 2018 21:07 UTC
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
GrantRestricted Stock Units · Derivative 6,923 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000120 · 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: 6,923

Underlying: Common Stock · 6,923 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: Provided that a predetermined one year operating goal threshold is achieved, 12.5% of the awarded restricted stock units will vest on 12/31/2018 and thereafter 6.25% of the awarded restricted stock units will vest on each of April 1, July 1, October 1, and December 31 following the first vest date of 12/31/2018, until the award is fully vested.

F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.

Read SEC document
July 26, 2018 Filed Jul 30, 2018 21:07 UTC
FENNELL LAURA AEVP, Gen. Counsel & Corp. Sec.
GrantNon-Qualified Stock Option (right to buy) · Derivative 29,543 $0.00 Strike: $216.64 $0.00
Disclosure

SEC source: 0000896878-18-000120 · 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: 29,543

Underlying: Common Stock · 29,543 shares

Expires 2025-07-25

F1 · derivative.exercise_date: 25% of the awarded stock options will vest on July 26, 2019 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until the award is fully vested.

Read SEC document
July 26, 2018 Filed Jul 30, 2018 21:03 UTC GrantRestricted Stock Units (performance based vesting) · Derivative 13,783 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000117 · edgar.xml · derivative · entry 3

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,783

Underlying: Common Stock · 13,783 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 9/1/2021. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock.

F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.

Read SEC document
July 26, 2018 Filed Jul 30, 2018 21:03 UTC GrantRestricted Stock Units · Derivative 6,923 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000117 · edgar.xml · derivative · entry 2

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,923

Underlying: Common Stock · 6,923 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: Provided that a predetermined one year operating goal threshold is achieved, 25% of the awarded restricted stock units will vest on 7/1/2019 and thereafter 6.25% of the awarded restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date of 7/1/2019, until the award is fully vested.

F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.

Read SEC document
July 26, 2018 Filed Jul 30, 2018 21:03 UTC GrantNon-Qualified Stock Option (right to buy) · Derivative 29,543 $0.00 Strike: $216.64 $0.00
Disclosure

SEC source: 0000896878-18-000117 · edgar.xml · derivative · entry 1

Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,543

Underlying: Common Stock · 29,543 shares

Expires 2025-07-25

F1 · derivative.exercise_date: 25% of the awarded stock options will vest on July 26, 2019 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until the award is fully vested.

Read SEC document
July 26, 2018 Filed Jul 30, 2018 21:00 UTC
SMITH BRAD DDirector · Chairman, CEO & President
GrantRestricted Stock Units (performance based vesting) · Derivative 41,000 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000115 · edgar.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,000

Underlying: Common Stock · 41,000 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 9/1/2021. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. This award is subject to deferred release; the vested restricted stock units have a release date one year from the date of vesting.

F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.

Read SEC document
July 26, 2018 Filed Jul 30, 2018 21:00 UTC
SMITH BRAD DDirector · Chairman, CEO & President
GrantRestricted Stock Units · Derivative 20,500 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000115 · edgar.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,500

Underlying: Common Stock · 20,500 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: Provided that a predetermined one year operating goal threshold is achieved, 25% of the awarded restricted stock units will vest on 7/1/2019 and thereafter 6.25% of the awarded restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date of 7/1/2019, until the award is fully vested. This award is subject to deferred release; the vested restricted stock units have a release date one year from the date of vesting.

F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.

Read SEC document
July 26, 2018 Filed Jul 30, 2018 21:00 UTC
SMITH BRAD DDirector · Chairman, CEO & President
GrantNon-Qualified Stock Option (right to buy) · Derivative 88,500 $0.00 Strike: $216.64 $0.00
Disclosure

SEC source: 0000896878-18-000115 · edgar.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,500

Underlying: Common Stock · 88,500 shares

Expires 2025-07-25

F1 · derivative.exercise_date: 25% of the awarded stock options will vest on July 26, 2019 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until the award is fully vested.

Read SEC document
July 01, 2018 Filed Jul 3, 2018 22:38 UTC
Wernikoff Daniel AEVP, Consumer Group
Exercise / conversionRestricted Stock Unit · Derivative 4,926 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000106 · edgar.xml · derivative · entry 7

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,850

Underlying: Common Stock · 4,926 shares

Expires not disclosed

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

F2 · derivative.exercise_price: 1-for-1

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

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

Read SEC document
July 01, 2018 Filed Jul 3, 2018 22:38 UTC
Wernikoff Daniel AEVP, Consumer Group
Exercise / conversionRestricted Stock Unit · Derivative 6,257 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000106 · edgar.xml · derivative · entry 6

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,258

Underlying: Common Stock · 6,257 shares

Expires not disclosed

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

F2 · derivative.exercise_price: 1-for-1

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

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

Read SEC document
July 01, 2018 Filed Jul 3, 2018 22:38 UTC
Wernikoff Daniel AEVP, Consumer Group
Exercise / conversionRestricted Stock Unit · Derivative 5,827 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000106 · edgar.xml · derivative · entry 5

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,827 shares

Expires not disclosed

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

F2 · derivative.exercise_price: 1-for-1

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

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

Read SEC document
July 01, 2018 Filed Jul 3, 2018 22:38 UTC
Wernikoff Daniel AEVP, Consumer Group
Tax withholdingCommon Stock 8,436 $204.31 $1,723,516.98
Disclosure

SEC source: 0000896878-18-000106 · edgar.xml · nonDerivative · entry 4

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,521

Read SEC document
July 01, 2018 Filed Jul 3, 2018 22:38 UTC
Wernikoff Daniel AEVP, Consumer Group
Exercise / conversionCommon Stock 4,926 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000106 · edgar.xml · nonDerivative · entry 3

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,957

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, 2018 Filed Jul 3, 2018 22:38 UTC
Wernikoff Daniel AEVP, Consumer Group
Exercise / conversionCommon Stock 6,257 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000106 · edgar.xml · nonDerivative · entry 2

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,031

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, 2018 Filed Jul 3, 2018 22:38 UTC
Wernikoff Daniel AEVP, Consumer Group
Exercise / conversionCommon Stock 5,827 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000106 · edgar.xml · nonDerivative · entry 1

Wernikoff Daniel A · CIK 0001583139 · EVP, Consumer Group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,774

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 60 shares acquired by the reporting person on 6/15/2018 through the Intuit Inc. Employee Stock Purchase Plan.

Read SEC document
July 01, 2018 Filed Jul 3, 2018 22:37 UTC
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
Exercise / conversionRestricted Stock Unit · Derivative 3,386 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000105 · edgar.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,772

Underlying: Common Stock · 3,386 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 restricted stock units.

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

Read SEC document
July 01, 2018 Filed Jul 3, 2018 22:37 UTC
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
Exercise / conversionRestricted Stock Unit · Derivative 4,417 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000105 · edgar.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,417

Underlying: Common Stock · 4,417 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 restricted stock units.

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

Read SEC document
July 01, 2018 Filed Jul 3, 2018 22:37 UTC
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
Exercise / conversionRestricted Stock Unit · Derivative 3,885 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000105 · edgar.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,885 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 restricted stock units.

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

Read SEC document
July 01, 2018 Filed Jul 3, 2018 22:37 UTC
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
Tax withholdingCommon Stock 5,796 $204.31 $1,184,151.78
Disclosure

SEC source: 0000896878-18-000105 · edgar.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,948

Read SEC document
July 01, 2018 Filed Jul 3, 2018 22:37 UTC
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
Exercise / conversionCommon Stock 3,386 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000105 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,744

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, 2018 Filed Jul 3, 2018 22:37 UTC
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
Exercise / conversionCommon Stock 4,417 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000105 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,358

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, 2018 Filed Jul 3, 2018 22:37 UTC
STANSBURY HENRY TAYLOEEVP, Chief Technology Officer
Exercise / conversionCommon Stock 3,885 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000105 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,941

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, 2018 Filed Jul 3, 2018 22:36 UTC
SMITH BRAD DDirector · Chairman, CEO & President
Exercise / conversionRestricted Stock Unit · Derivative 204 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000104 · edgar.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,796

Underlying: Common Stock · 204 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: For this award granted 7/20/2017, one third of the restricted stock units vest on each of 7/1/2018, 7/1/2019, and 7/1/2020 with each tranche of vested restricted stock units subject to deferred release for one year after vesting date. The issuer has accelerated the issuance of this portion of the vested and unreleased RSUs to accommodate forfeiture of shares related to tax withholding obligations.

F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
July 01, 2018 Filed Jul 3, 2018 22:36 UTC
SMITH BRAD DDirector · Chairman, CEO & President
Exercise / conversionRestricted Stock Unit · Derivative 11,685 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000104 · edgar.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,716

Underlying: Common Stock · 11,685 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

F3 · derivative.exercise_date: For this award granted 7/21/2016, one third of the restricted stock units vest on each of 7/1/2017, 7/1/2018, and 7/1/2019 with each tranche of vested restricted stock units subject to deferred release for one year after vesting date. This reported number represents the sum of unreleased RSUs vested 7/1/2017 and 282 RSUs vested 7/1/2018 for which the issuer accelerated release to accommodate forfeiture of shares related to tax withholding obligations.

F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
July 01, 2018 Filed Jul 3, 2018 22:36 UTC
SMITH BRAD DDirector · Chairman, CEO & President
Exercise / conversionRestricted Stock Unit · Derivative 9,606 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000104 · edgar.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,635

Underlying: Common Stock · 9,606 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: For this award granted 7/23/2015, one third of the restricted stock units vested on each of 7/1/2016, 7/1/2017, and 7/1/2018 with each tranche of vested restricted stock units subject to deferred release for one year after vesting date. This reported number represents the sum of unreleased RSUs vested 7/1/2017 and 232 RSUs vested 7/1/2018 for which the issuer accelerated release to accommodate forfeiture of shares related to tax withholding obligations.

F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
July 01, 2018 Filed Jul 3, 2018 22:36 UTC
SMITH BRAD DDirector · Chairman, CEO & President
Tax withholdingCommon Stock 9,798 $204.31 $2,001,780.39
Disclosure

SEC source: 0000896878-18-000104 · edgar.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300,620

Read SEC document
July 01, 2018 Filed Jul 3, 2018 22:36 UTC
SMITH BRAD DDirector · Chairman, CEO & President
Exercise / conversionCommon Stock 204 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000104 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 310,418

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, 2018 Filed Jul 3, 2018 22:36 UTC
SMITH BRAD DDirector · Chairman, CEO & President
Exercise / conversionCommon Stock 11,685 $0.00 $0.00
Disclosure

SEC source: 0000896878-18-000104 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 310,214

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.