Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CISCO SYSTEMS, INC.CSCO · Entity 2802 | Director | September 15, 2026 | September 17, 2026 |
| INTUIT INC.INTU · Entity 2373 | EVP, GBSG | July 24, 2025 | July 28, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CISCO SYSTEMS, INC.
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,830.572 |
Reported balance
After 2026-09-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 274 · Balance 37,830.572 F1: Represents a stock award covering shares in lieu of the reporting person's cash retainer fees, which is fully vested on the date of grant. F2: Includes 2,938.572 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a stock award covering shares in lieu of the reporting person's cash retainer fees, which is fully vested on the date of grant.
F2: Includes 2,938.572 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock.
INTUIT INC.
Report date July 24, 2025 · Filed July 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $781.21 · Expires 2032-07-23 | Direct | 14,726 |
Reported balance
After 2025-07-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-07-24 · Grant · Acquired 14,726 · Balance 14,726 F1: 25% of the stock options granted will vest on 7/24/2026 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,641 |
Reported balance
After 2025-07-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-07-24 · Grant · Acquired 4,641 · Balance 4,641 F2: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3: 1-for-1 F4: 25% of the restricted stock units will vest on 07/01/2026; thereafter 6.25% of the restricted stock units will vest on each October 1, December 31, April 1 and July 1, until the award is fully vested. F5: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
| Restricted Stock Units (performance-based vesting)SEC Table II · derivative / convertible security | Direct | 8,923 |
Reported balance
After 2025-07-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-07-24 · Grant · Acquired 8,923 · Balance 8,923 F2: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3: 1-for-1 F6: 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 9/1/2028. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F7: Represents vesting date for restricted stock units (performance-based vesting). F5: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 25% of the stock options granted will vest on 7/24/2026 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date.
F2: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares.
F3: 1-for-1
F4: 25% of the restricted stock units will vest on 07/01/2026; thereafter 6.25% of the restricted stock units will vest on each October 1, December 31, April 1 and July 1, until the award is fully vested.
F5: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.
F6: 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 9/1/2028. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock.
F7: Represents vesting date for restricted stock units (performance-based vesting).
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 17, 2026 20:39 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 274 | $110.07 | $30,159.18 |
DisclosureSEC source: 0001784171-26-000005 · wk-form4_1789677594.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,830.572 F1 · shares: Represents a stock award covering shares in lieu of the reporting person's cash retainer fees, which is fully vested on the date of grant. F2 · balance_after: Includes 2,938.572 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock. Read SEC document |
| June 15, 2026 Filed Jun 16, 2026 23:14 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 251 | $120.17 | $30,162.67 |
DisclosureSEC source: 0001784171-26-000003 · wk-form4_1781651649.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,447.365 F1 · shares: Represents a stock award covering shares in lieu of the reporting person's cash retainer fees, which is fully vested on the date of grant. F2 · balance_after: Includes 2,829.365 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock. Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 22:01 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 383 | $78.90 | $30,218.70 |
DisclosureSEC source: 0000858877-26-000039 · wk-form4_1773784875.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,060.538 F1 · shares: Represents a stock award covering shares in lieu of the reporting person's cash retainer fees, which is fully vested on the date of grant. F2 · balance_after: Includes 2,693.538 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 23:05 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 3,481 | $0.00 | $0.00 |
DisclosureSEC source: 0000858877-25-000218 · wk-form4_1766099138.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,516.857 F1 · shares: Represents a stock award which is fully vested on the date of grant. F2 · balance_after: Includes 2,532.857 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock. Read SEC document |
| July 24, 2025 Filed Jul 28, 2025 23:24 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 8,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-036264 · wk-form4_1753745039.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,923 Underlying: Common Stock · 8,923 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F6 · shares: The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2028. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F7 · derivative.exercise_date: Represents vesting date for restricted stock units (performance-based vesting). F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 24, 2025 Filed Jul 28, 2025 23:24 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 4,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-036264 · wk-form4_1753745039.xml · derivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,641 Underlying: Common Stock · 4,641 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: 25% of the restricted stock units will vest on 07/01/2026; thereafter 6.25% of the restricted stock units will vest on each October 1, December 31, April 1 and July 1, until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 24, 2025 Filed Jul 28, 2025 23:24 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 14,726 | $0.00 Strike: $781.21 | $0.00 |
DisclosureSEC source: 0001628280-25-036264 · wk-form4_1753745039.xml · derivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,726 Underlying: Common Stock · 14,726 shares Expires 2032-07-23 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/24/2026 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 22:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 1,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034342 · wk-form4_1751581239.xml · derivative · entry 9 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,940 Underlying: Common Stock · 1,647 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 |
| July 01, 2025 Filed Jul 3, 2025 22:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 457 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034342 · wk-form4_1751581239.xml · derivative · entry 8 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,650 Underlying: Common Stock · 457 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 |
| July 01, 2025 Filed Jul 3, 2025 22:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034342 · wk-form4_1751581239.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,742 Underlying: Common Stock · 436 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| July 01, 2025 Filed Jul 3, 2025 22:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 328 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034342 · wk-form4_1751581239.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 328 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 |
| July 01, 2025 Filed Jul 3, 2025 22:20 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,510.004 | $787.63 | $1,189,324.45 |
DisclosureSEC source: 0001628280-25-034342 · wk-form4_1751581239.xml · nonDerivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,125.1726 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 22:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034342 · wk-form4_1751581239.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,635.1766 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, 2025 Filed Jul 3, 2025 22:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 457 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034342 · wk-form4_1751581239.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,988.1766 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, 2025 Filed Jul 3, 2025 22:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034342 · wk-form4_1751581239.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,531.1766 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, 2025 Filed Jul 3, 2025 22:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 328 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034342 · wk-form4_1751581239.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,095.1766 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 |
| June 03, 2025 Filed Jun 5, 2025 21:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 34,329 | $0.00 Strike: $281.60 | $0.00 |
DisclosureSEC source: 0001628280-25-029731 · wk-form4_1749157557.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 34,329 shares Expires 2026-07-24 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. F4 · derivative.exercise_date: Represents final vest date for this stock option grant. Read SEC document |
| June 03, 2025 Filed Jun 5, 2025 21:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 7,685 | $762.51 | $5,859,859.38 |
DisclosureSEC source: 0001628280-25-029731 · wk-form4_1749157557.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,767.1766 F3 · price: This transaction was executed in multiple trades ranging from $762.40 to $762.96. 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 |
| June 03, 2025 Filed Jun 5, 2025 21:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,149 | $761.75 | $1,637,009.78 |
DisclosureSEC source: 0001628280-25-029731 · wk-form4_1749157557.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,452.1766 F2 · price: This transaction was executed in multiple trades ranging from $761.35 to $762.24. 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 |
| June 03, 2025 Filed Jun 5, 2025 21:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 24,495 | $760.24 | $18,622,061.65 |
DisclosureSEC source: 0001628280-25-029731 · wk-form4_1749157557.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,601.1766 F1 · price: This transaction was executed in multiple trades ranging from $760.00 to $760.97. 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 03, 2025 Filed Jun 5, 2025 21:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 34,329 | $281.60 | $9,667,046.40 |
DisclosureSEC source: 0001628280-25-029731 · wk-form4_1749157557.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,096.1766 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016530 · wk-form4_1743712475.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,107 Underlying: Common Stock · 456 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, 2025 Filed Apr 3, 2025 20:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016530 · wk-form4_1743712475.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,178 Underlying: Common Stock · 435 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, 2025 Filed Apr 3, 2025 20:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016530 · wk-form4_1743712475.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 328 Underlying: Common Stock · 327 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, 2025 Filed Apr 3, 2025 20:34 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 641.279 | $613.99 | $393,738.89 |
DisclosureSEC source: 0001628280-25-016530 · wk-form4_1743712475.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,767.1766 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016530 · wk-form4_1743712475.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,408.4556 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016530 · wk-form4_1743712475.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,952.4556 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016530 · wk-form4_1743712475.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,517.4556 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 21, 2025 Filed Mar 25, 2025 01:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 7,385 | $0.00 Strike: $216.64 | $0.00 |
DisclosureSEC source: 0001628280-25-014584 · wk-form4_1742864670.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,385 shares Expires 2025-07-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents last vesting date for this tranche of stock options. Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 01:04 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 7,385 | $600.13 | $4,431,934.94 |
DisclosureSEC source: 0001628280-25-014584 · wk-form4_1742864670.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,190.4556 F2 · price: This transaction was executed in multiple trades ranging from $600.06 to $600.445. 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 21, 2025 Filed Mar 25, 2025 01:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 7,385 | $216.64 | $1,599,886.40 |
DisclosureSEC source: 0001628280-25-014584 · wk-form4_1742864670.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,575.4556 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 38.684 shares acquired by the reporting person on 3/15/2025 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000319 · wk-form4_1735941275.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,563 Underlying: Common Stock · 456 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 tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000319 · wk-form4_1735941275.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,613 Underlying: Common Stock · 435 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 tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000319 · wk-form4_1735941275.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 655 Underlying: Common Stock · 327 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 tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 641.279 | $628.50 | $403,043.85 |
DisclosureSEC source: 0001628280-25-000319 · wk-form4_1735941275.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,151.7716 Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000319 · wk-form4_1735941275.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,793.0506 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 |
| December 31, 2024 Filed Jan 3, 2025 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000319 · wk-form4_1735941275.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,337.0506 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 |
| December 31, 2024 Filed Jan 3, 2025 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000319 · wk-form4_1735941275.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,902.0506 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 |
| December 09, 2024 Filed Dec 12, 2024 00:13 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 576 | $58.95 | $33,955.20 |
DisclosureSEC source: 0000950170-24-135551 · ownership.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,298 F3 · shares: Represents a fully vested deferred restricted stock unit award covering shares in lieu of the reporting person's cash retainer fees which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. Read SEC document |
| December 09, 2024 Filed Dec 12, 2024 00:13 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 4,156 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-135551 · ownership.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,722 F1 · shares: Represents a stock award which is fully vested on the date of grant. F2 · balance_after: Includes 1,795 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042229 · wk-form4_1727994755.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,019 Underlying: Common Stock · 456 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 |
| October 01, 2024 Filed Oct 3, 2024 22:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042229 · wk-form4_1727994755.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,048 Underlying: Common Stock · 436 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| October 01, 2024 Filed Oct 3, 2024 22:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042229 · wk-form4_1727994755.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 982 Underlying: Common Stock · 327 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 |
| October 01, 2024 Filed Oct 3, 2024 22:32 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 641.805 | $606.28 | $389,113.54 |
DisclosureSEC source: 0001628280-24-042229 · wk-form4_1727994755.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,575.0506 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042229 · wk-form4_1727994755.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,216.8556 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 |
| October 01, 2024 Filed Oct 3, 2024 22:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042229 · wk-form4_1727994755.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,760.8556 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 |
| October 01, 2024 Filed Oct 3, 2024 22:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042229 · wk-form4_1727994755.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,324.8556 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: Total reflects 1,214 shares that were previously inadvertently reported as issued shares in the Form 4 for the reporting person filed on September 6, 2023, due to an administrative error. These shares were actually withheld for taxes at that time. Read SEC document |
| September 16, 2024 Filed Sep 19, 2024 00:22 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 666 | $51.03 | $33,985.98 |
DisclosureSEC source: 0000950170-24-107954 · ownership.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,373 F1 · shares: Represents a fully vested deferred restricted stock unit award covering shares in lieu of the reporting person's cash retainer fees which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. F2 · balance_after: Includes 1,602 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 00:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 9,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022836 · form4-09042024_110920.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,589 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-for1. F2 · shares: Represents the awarded and vested units pursuant to the Restricted Stock Units (performance-based vesting) grant related to achievement of certain total shareholder return objectives. F3 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units (performance-based vesting). F4 · derivative.expiration_date: Restricted Stock Units (performance-based vesting) do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 00:03 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 5,048.61 | $630.26 | $3,181,936.94 |
DisclosureSEC source: 0001415889-24-022836 · form4-09042024_110920.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,211.8556 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.