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 |
|---|---|---|---|---|---|---|
| August 14, 2023 Filed Aug 15, 2023 23:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 344 | $305.54 | $105,105.76 |
DisclosureSEC source: 0001062993-23-016568 · form4.xml · derivative · entry 6 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 2023-08-14 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: 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 |
| August 14, 2023 Filed Aug 15, 2023 23:58 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 356 | $505.80 | $180,064.80 |
DisclosureSEC source: 0001062993-23-016568 · form4.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,171.7376 Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 23:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016568 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,527.7376 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 14, 2023 Filed Aug 15, 2023 23:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016568 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,183.7376 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 11, 2023 Filed Aug 15, 2023 23:58 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units(MSPP Matching Award) · Derivative | 251 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016568 · form4.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251 Underlying: Common Stock · 251 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 11, 2023 Filed Aug 15, 2023 23:58 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 251 | $497.77 | $124,940.27 |
DisclosureSEC source: 0001062993-23-016568 · form4.xml · derivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251 Underlying: Common Stock · 251 shares Expires 2026-08-11 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 27, 2023 Filed Jul 31, 2023 23:56 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 15,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015517 · form4.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,397 Underlying: Common Stock · 15,397 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 9/1/2026. 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 27, 2023 Filed Jul 31, 2023 23:56 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 7,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015517 · form4.xml · derivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,301 Underlying: Common Stock · 7,301 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 7/1/2024; 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 27, 2023 Filed Jul 31, 2023 23:56 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 24,697 | $0.00 Strike: $496.53 | $0.00 |
DisclosureSEC source: 0001062993-23-015517 · form4.xml · derivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,697 Underlying: Common Stock · 24,697 shares Expires 2030-07-26 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/27/2024 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 27, 2023 Filed Aug 2, 2023 19:36 UTC Amendment | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 14,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015664 · form4a.xml · derivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,485 Underlying: Common Stock · 14,485 shares Expires not disclosed F1 · security: Dividend equivalent 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 · shares: This amendment is being filed to correct an administrative error in the target number of units subject to the award, which was incorrectly stated in the Form 4 filed on July 31, 2023. 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 9/1/2026. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock. F4 · 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 01, 2023 Filed Jul 3, 2023 19:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 1,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014319 · form4.xml · derivative · entry 9 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,225 Underlying: Common Stock · 1,742 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 |
| July 01, 2023 Filed Jul 3, 2023 19:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014319 · form4.xml · derivative · entry 8 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,617 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 |
| July 01, 2023 Filed Jul 3, 2023 19:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014319 · form4.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,954 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 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 |
| July 01, 2023 Filed Jul 3, 2023 19:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014319 · form4.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500 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 |
| July 01, 2023 Filed Jul 3, 2023 19:24 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,518 | $458.19 | $695,532.42 |
DisclosureSEC source: 0001062993-23-014319 · form4.xml · nonDerivative · entry 5 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 |
| July 01, 2023 Filed Jul 3, 2023 19:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014319 · form4.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,357.7376 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 |
| July 01, 2023 Filed Jul 3, 2023 19:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014319 · form4.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,615.7376 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 |
| July 01, 2023 Filed Jul 3, 2023 19:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014319 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,288.7376 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 |
| July 01, 2023 Filed Jul 3, 2023 19:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014319 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,799.7376 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 |
| June 15, 2023 Filed Jun 16, 2023 20:41 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 534 | $51.93 | $27,730.62 |
DisclosureSEC source: 0001209191-23-037934 · doc4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,161 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 706 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, 2023 Filed Apr 4, 2023 18:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008422 · form4.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,944 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, 2023 Filed Apr 4, 2023 18:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008422 · form4.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,443 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, 2023 Filed Apr 4, 2023 18:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008422 · form4.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500 Underlying: Common Stock · 499 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, 2023 Filed Apr 4, 2023 18:14 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 537 | $445.83 | $239,410.71 |
DisclosureSEC source: 0001062993-23-008422 · form4.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,299.7376 Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 18:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008422 · form4.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,836.7376 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 |
| April 01, 2023 Filed Apr 4, 2023 18:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008422 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,509.7376 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 |
| April 01, 2023 Filed Apr 4, 2023 18:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008422 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,021.7376 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. F1 · balance_after: Includes 64.938 shares acquired by the reporting person on 3/15/2023 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 20:23 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 565 | $49.06 | $27,718.90 |
DisclosureSEC source: 0001209191-23-019635 · doc4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,482 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 561 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 03, 2023 Filed Mar 7, 2023 00:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,744 | $0.00 Strike: $104.21 | $0.00 |
DisclosureSEC source: 0001062993-23-006106 · form4.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,978 Underlying: Common Stock · 1,744 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 |
| March 03, 2023 Filed Mar 7, 2023 00:55 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,744 | $407.36 | $710,432.00 |
DisclosureSEC source: 0001062993-23-006106 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,457.799 F1 · price: This transaction was executed in multiple trades ranging from $407.29 to $407.39. 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 03, 2023 Filed Mar 7, 2023 00:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,744 | $140.21 | $244,526.24 |
DisclosureSEC source: 0001062993-23-006106 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,201.799 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 20:49 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-002087 · form4.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 402 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 vest date. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 20:49 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 152 | $435.55 | $66,203.60 |
DisclosureSEC source: 0001062993-23-002087 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,457.799 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 20:49 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-002087 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,609.799 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, 2022 Filed Jan 4, 2023 21:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000234 · form4.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,271 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, 2022 Filed Jan 4, 2023 21:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000234 · form4.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,931 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 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, 2022 Filed Jan 4, 2023 21:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000234 · form4.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 999 Underlying: Common Stock · 500 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, 2022 Filed Jan 4, 2023 21:02 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 653 | $389.22 | $254,160.66 |
DisclosureSEC source: 0001062993-23-000234 · form4.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,207.799 Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000234 · form4.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,860.799 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, 2022 Filed Jan 4, 2023 21:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000234 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,533.799 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, 2022 Filed Jan 4, 2023 21:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000234 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,045.799 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 08, 2022 Filed Dec 12, 2022 23:46 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 489 | $48.99 | $23,956.11 |
DisclosureSEC source: 0001209191-22-060769 · doc4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,785 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 08, 2022 Filed Dec 12, 2022 23:46 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 5,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060769 · doc4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,296 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 429 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 |
| November 01, 2022 Filed Nov 3, 2022 18:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-021484 · form4.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402 Underlying: Common Stock · 402 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 vest date. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 18:46 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 200 | $394.77 | $78,954.00 |
DisclosureSEC source: 0001062993-22-021484 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,545.8 Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 18:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-021484 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,745.8 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, 2022 Filed Oct 4, 2022 22:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020436 · form4.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,598 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 |
| October 01, 2022 Filed Oct 4, 2022 22:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020436 · form4.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,419 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 |
| October 01, 2022 Filed Oct 4, 2022 22:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020436 · form4.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,499 Underlying: Common Stock · 499 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 |
| October 01, 2022 Filed Oct 4, 2022 22:13 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 654 | $387.32 | $253,307.28 |
DisclosureSEC source: 0001062993-22-020436 · form4.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,343.799 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.