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 01, 2024 Filed Sep 5, 2024 00:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 9,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022836 · form4-09042024_110920.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, GBSG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,260.4656 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 20:06 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Matching Award) · Derivative | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-021148 · form4-08132024_080846.xml · derivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209 Underlying: Common Stock · 209 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F6 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F4 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 20:06 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 209 | $630.20 | $131,711.80 |
DisclosureSEC source: 0001415889-24-021148 · form4-08132024_080846.xml · derivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209 Underlying: Common Stock · 209 shares Expires 2027-08-09 F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| July 25, 2024 Filed Jul 30, 2024 00:23 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 12,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-020292 · form4-07302024_120750.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,830 Underlying: Common Stock · 12,830 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 9/1/2027. 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 25, 2024 Filed Jul 30, 2024 00:23 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 6,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-020292 · form4-07302024_120750.xml · derivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,587 Underlying: Common Stock · 6,587 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 07/01/2025; 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 25, 2024 Filed Jul 30, 2024 00:23 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 21,879 | $0.00 Strike: $626.32 | $0.00 |
DisclosureSEC source: 0001415889-24-020292 · form4-07302024_120750.xml · derivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,879 Underlying: Common Stock · 21,879 shares Expires 2031-07-24 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/25/2025 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, 2024 Filed Jul 4, 2024 00:07 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 1,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019289 · form4-07042024_120754.xml · derivative · entry 9 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,475 Underlying: Common Stock · 1,826 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 · 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 the vest date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:07 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019289 · form4-07042024_120754.xml · derivative · entry 8 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,484 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-for1. 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 the vest date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:07 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019289 · form4-07042024_120754.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,309 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-for1. 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 the vest date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:07 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019289 · form4-07042024_120754.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 489 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 · 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 the vest date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:07 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,581 | $650.77 | $1,028,867.37 |
DisclosureSEC source: 0001415889-24-019289 · form4-07042024_120754.xml · nonDerivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,671.4656 Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:07 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019289 · form4-07042024_120754.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,252.4656 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, 2024 Filed Jul 4, 2024 00:07 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019289 · form4-07042024_120754.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,426.4656 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, 2024 Filed Jul 4, 2024 00:07 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019289 · form4-07042024_120754.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,991.4656 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, 2024 Filed Jul 4, 2024 00:07 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019289 · form4-07042024_120754.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,664.4656 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 17, 2024 Filed Jun 18, 2024 23:59 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 744 | $45.69 | $33,993.36 |
DisclosureSEC source: 0000950170-24-075171 · ownership.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,481 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 1,376 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 |
| April 01, 2024 Filed Apr 2, 2024 22:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007820 · form4.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,919 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 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, 2024 Filed Apr 2, 2024 22:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007820 · form4.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,636 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 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, 2024 Filed Apr 2, 2024 22:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007820 · form4.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 489 Underlying: Common Stock · 488 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 |
| April 01, 2024 Filed Apr 2, 2024 22:54 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 473 | $639.84 | $302,644.32 |
DisclosureSEC source: 0001062993-24-007820 · form4.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,175.4656 Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007820 · form4.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,648.4656 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, 2024 Filed Apr 2, 2024 22:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007820 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,212.4656 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, 2024 Filed Apr 2, 2024 22:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007820 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,885.4656 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 46.728 shares acquired by the reporting person on 3/15/2024 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:26 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 694 | $48.93 | $33,957.42 |
DisclosureSEC source: 0000950170-24-033529 · ownership.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,528 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 1,167 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 31, 2023 Filed Jan 3, 2024 02:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000075 · form4.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,355 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 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, 2023 Filed Jan 3, 2024 02:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000075 · form4.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,963 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 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, 2023 Filed Jan 3, 2024 02:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000075 · form4.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 977 Underlying: Common Stock · 489 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 |
| December 31, 2023 Filed Jan 3, 2024 02:20 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 661 | $625.03 | $413,144.83 |
DisclosureSEC source: 0001062993-24-000075 · form4.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,350.7376 Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 02:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000075 · form4.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,011.7376 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, 2023 Filed Jan 3, 2024 02:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000075 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,576.7376 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, 2023 Filed Jan 3, 2024 02:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000075 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,249.7376 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 06, 2023 Filed Dec 8, 2023 21:40 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 581 | $47.70 | $27,713.70 |
DisclosureSEC source: 0001209191-23-057941 · doc4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,646 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 06, 2023 Filed Dec 8, 2023 21:40 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 5,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057941 · doc4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,065 F1 · shares: Represents a fully vested deferred restricted stock unit award covering shares 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 979 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, 2023 Filed Oct 3, 2023 16:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018757 · form4.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,790 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 the vest date. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018757 · form4.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,290 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 the vest date. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018757 · form4.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,466 Underlying: Common Stock · 488 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 the vest date. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:56 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 660 | $510.94 | $337,220.40 |
DisclosureSEC source: 0001062993-23-018757 · form4.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,760.7376 Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018757 · form4.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,420.7376 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, 2023 Filed Oct 3, 2023 16:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018757 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,985.7376 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, 2023 Filed Oct 3, 2023 16:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018757 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,658.7376 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 |
| September 15, 2023 Filed Sep 19, 2023 20:30 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 495 | $56.04 | $27,739.80 |
DisclosureSEC source: 0001209191-23-049960 · doc4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,790 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 840 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 11, 2023 Filed Sep 13, 2023 20:36 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 8,702 | $552.63 | $4,808,986.26 |
DisclosureSEC source: 0001062993-23-017985 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, SBSEG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,170.7376 Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 22,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-017696 · form4.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,852 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 · 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, 2023 Filed Sep 6, 2023 20:21 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 10,819 | $549.60 | $5,946,122.40 |
DisclosureSEC source: 0001062993-23-017696 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,872.7376 Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 22,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-017696 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,691.7376 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 29, 2023 Filed Aug 30, 2023 20:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 6,978 | $0.00 Strike: $140.21 | $0.00 |
DisclosureSEC source: 0001062993-23-017295 · form4.xml · derivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,978 shares Expires 2024-06-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Represents last vesting date for this tranche of stock options. Read SEC document |
| August 29, 2023 Filed Aug 30, 2023 20:30 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 6,978 | $531.35 | $3,707,725.41 |
DisclosureSEC source: 0001062993-23-017295 · form4.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,839.7376 F1 · price: This transaction was executed in multiple trades ranging from $531.2412 to $531.75. 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 |
| August 29, 2023 Filed Aug 30, 2023 20:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 6,978 | $140.21 | $978,385.38 |
DisclosureSEC source: 0001062993-23-017295 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,817.7376 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 29, 2023 Filed Aug 30, 2023 20:30 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 332 | $530.65 | $176,176.50 |
DisclosureSEC source: 0001062993-23-017295 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,839.7376 Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 23:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units(MSPP Matching Award) · Derivative | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016568 · form4.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 344 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 F6 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F4 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; they either vest or are canceled prior to vesting date. 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.