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 |
|---|---|---|---|---|---|---|
| October 01, 2022 Filed Oct 4, 2022 22:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020436 · form4.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,997.799 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 |
| October 01, 2022 Filed Oct 4, 2022 22:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020436 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,670.799 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 |
| October 01, 2022 Filed Oct 4, 2022 22:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020436 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,181.799 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 |
| September 15, 2022 Filed Sep 16, 2022 23:14 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 554 | $43.29 | $23,982.66 |
DisclosureSEC source: 0001209191-22-050414 · doc4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,200 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 334 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, 2022 Filed Sep 6, 2022 19:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit -performance-based vesting · Derivative | 17,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019209 · 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 · 17,262 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 Unit (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 do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 19:15 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 8,560 | $425.50 | $3,642,280.00 |
DisclosureSEC source: 0001062993-22-019209 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,682.8 Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 19:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 17,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019209 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,242.8 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 |
| August 12, 2022 Filed Aug 15, 2022 20:30 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Matching Award) · Derivative | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017992 · form4.xml · derivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216 Underlying: Common Stock · 216 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 12, 2022 Filed Aug 15, 2022 20:30 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative | 216 | $486.66 | $105,118.56 |
DisclosureSEC source: 0001062993-22-017992 · form4.xml · derivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216 Underlying: Common Stock · 216 shares Expires 2025-08-12 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 09, 2022 Filed Aug 11, 2022 14:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017695 · form4.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 260 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 F5 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F4 · derivative.exercise_date: Represents vesting and settlement date. Restricted Stock Units (MSPP Matching Award) vest 3 years from grant date. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 14:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative | 260 | $276.57 | $71,908.20 |
DisclosureSEC source: 0001062993-22-017695 · form4.xml · derivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 260 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 settlement date. Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 14:05 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 252 | $462.07 | $116,441.64 |
DisclosureSEC source: 0001062993-22-017695 · form4.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,980.8 Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 14:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017695 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,232.8 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 |
| August 09, 2022 Filed Aug 11, 2022 14:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017695 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,972.8 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 |
| August 01, 2022 Filed Aug 3, 2022 16:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017150 · form4.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 804 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 |
| August 01, 2022 Filed Aug 3, 2022 16:02 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 200 | $448.46 | $89,692.00 |
DisclosureSEC source: 0001062993-22-017150 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,712.8 Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 16:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017150 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,912.8 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 |
| July 28, 2022 Filed Aug 1, 2022 21:38 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit(performance-based vesting) · Derivative | 13,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016988 · form4.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,261 Underlying: Common Stock · 13,261 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 9/1/2025. 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 28, 2022 Filed Aug 1, 2022 21:38 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 6,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016988 · form4.xml · derivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,967 Underlying: Common Stock · 6,967 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 7/1/2023; thereafter, 6.25% of the Restricted Stock Units will vest on each of October 1. December 31, April 1, and July 1 following the first vest date, 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 28, 2022 Filed Aug 1, 2022 21:38 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 22,851 | $0.00 Strike: $448.59 | $0.00 |
DisclosureSEC source: 0001062993-22-016988 · form4.xml · derivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,851 Underlying: Common Stock · 22,851 shares Expires 2029-07-27 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/28/2023 and thereafter 2 1/2% of the stock options will vest on each monthly anniversary. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016105 · form4.xml · derivative · entry 9 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,925 Underlying: Common Stock · 1,309 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016105 · form4.xml · derivative · entry 8 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,908 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 |
| July 01, 2022 Filed Jul 6, 2022 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016105 · form4.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,998 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. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016105 · form4.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 109 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,172 | $388.31 | $455,099.32 |
DisclosureSEC source: 0001062993-22-016105 · form4.xml · nonDerivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,510.799 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016105 · form4.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,682.799 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 |
| July 01, 2022 Filed Jul 6, 2022 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016105 · form4.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,373.799 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 |
| July 01, 2022 Filed Jul 6, 2022 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016105 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,885.799 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 |
| July 01, 2022 Filed Jul 6, 2022 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016105 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,385.799 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. F1 · balance_after: Includes .799 shares of Intuit Inc. common stock acquired by the reporting person on 6/15/2022 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 21:08 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 547 | $43.80 | $23,958.60 |
DisclosureSEC source: 0001209191-22-037964 · doc4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,557 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 245 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 |
| May 01, 2022 Filed May 3, 2022 22:35 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-011474 · form4.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,206 Underlying: Common Stock · 401 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 |
| May 01, 2022 Filed May 3, 2022 22:35 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 139 | $418.75 | $58,206.25 |
DisclosureSEC source: 0001062993-22-011474 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,276 Read SEC document |
| May 01, 2022 Filed May 3, 2022 22:35 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-011474 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,415 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, 2022 Filed Apr 4, 2022 19:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009371 · form4.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,396 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. 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, 2022 Filed Apr 4, 2022 19:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009371 · form4.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,498 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, 2022 Filed Apr 4, 2022 19:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009371 · form4.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109 Underlying: Common Stock · 108 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, 2022 Filed Apr 4, 2022 19:10 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 381 | $483.93 | $184,377.33 |
DisclosureSEC source: 0001062993-22-009371 · form4.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,014 Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 19:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009371 · form4.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,395 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, 2022 Filed Apr 4, 2022 19:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009371 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,906 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, 2022 Filed Apr 4, 2022 19:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009371 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,407 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 43 shares of Intuit Inc. common stock acquired by the reporting person on 3/15/2022 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 22:07 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 431 | $55.60 | $23,963.60 |
DisclosureSEC source: 0001209191-22-019739 · doc4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,933 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 168 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 |
| February 01, 2022 Filed Feb 3, 2022 21:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002446 · form4.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,607 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, 2022 Filed Feb 3, 2022 21:09 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 148 | $560.83 | $83,002.84 |
DisclosureSEC source: 0001062993-22-002446 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,256 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002446 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,404 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, 2021 Filed Jan 4, 2022 23:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000390 · form4.xml · derivative · entry 9 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,885 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000390 · form4.xml · derivative · entry 8 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,997 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000390 · form4.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217 Underlying: Common Stock · 108 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:14 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 544 | $650.00 | $353,600.00 |
DisclosureSEC source: 0001062993-22-000390 · form4.xml · nonDerivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,002 Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000390 · form4.xml · nonDerivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,546 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, 2021 Filed Jan 4, 2022 23:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000390 · form4.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,058 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.