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 |
|---|---|---|---|---|---|---|
| December 31, 2021 Filed Jan 4, 2022 23:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000390 · form4.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,559 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 30, 2021 Filed Jan 4, 2022 23:14 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 521 | $646.75 | $336,957.17 |
DisclosureSEC source: 0001062993-22-000390 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,451 F2 · price: This transaction was executed in multiple trades ranging from $646.55 to $646.89. 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 |
| December 30, 2021 Filed Jan 4, 2022 23:14 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 4,471 | $645.93 | $2,887,947.22 |
DisclosureSEC source: 0001062993-22-000390 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,972 F1 · price: This transaction was executed in multiple trades ranging from $645.29 to $646.27. 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 |
| December 13, 2021 Filed Dec 16, 2021 01:16 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 4,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069857 · doc4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,440 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 106 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, 2021 Filed Nov 3, 2021 23:16 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-010201 · form4.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,009 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, 2021 Filed Nov 3, 2021 23:16 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 200 | $608.81 | $121,762.00 |
DisclosureSEC source: 0001062993-21-010201 · form4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,443 Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 23:16 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-010201 · form4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,643 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, 2021 Filed Oct 4, 2021 22:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 242 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000249 · edgar.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,373 Underlying: Common Stock · 242 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 traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 248 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000249 · edgar.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,496 Underlying: Common Stock · 248 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 traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000249 · edgar.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325 Underlying: Common Stock · 54 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 traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:54 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 544 | $543.97 | $295,919.68 |
DisclosureSEC source: 0000896878-21-000249 · edgar.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,241 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000249 · edgar.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,785 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, 2021 Filed Oct 4, 2021 22:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000249 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,297 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, 2021 Filed Oct 4, 2021 22:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000249 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,797 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 01, 2021 Filed Sep 3, 2021 01:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit -performance-based vesting · Derivative | 4,631 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000230 · edgar.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 · 4,631 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, 2021 Filed Sep 3, 2021 01:12 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 2,297 | $563.13 | $1,293,509.61 |
DisclosureSEC source: 0000896878-21-000230 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,689 Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 01:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4,631 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000230 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,986 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 10, 2021 Filed Aug 12, 2021 18:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 271 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000194 · edgar.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 · 271 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 10, 2021 Filed Aug 12, 2021 18:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative | 271 | $211.01 | $57,183.71 |
DisclosureSEC source: 0000896878-21-000194 · edgar.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 · 271 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 10, 2021 Filed Aug 12, 2021 18:42 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 263 | $530.13 | $139,424.19 |
DisclosureSEC source: 0000896878-21-000194 · edgar.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,355 Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 18:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 271 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000194 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,618 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 10, 2021 Filed Aug 12, 2021 18:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 271 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000194 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,347 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, 2021 Filed Aug 2, 2021 22:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000171 · edgar.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,411 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. F3 · derivative.exercise_price: 1 for 1 F8 · derivative.exercise_date: Represents vesting date for this tranche of 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 |
| August 01, 2021 Filed Aug 2, 2021 22:48 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 200 | $529.97 | $105,994.00 |
DisclosureSEC source: 0000896878-21-000171 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,076 Read SEC document |
| August 01, 2021 Filed Aug 2, 2021 22:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000171 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,276 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 29, 2021 Filed Aug 2, 2021 22:48 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit - performance based vesting · Derivative | 10,286 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000171 · edgar.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,286 Underlying: Common Stock · 10,286 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 9/1/2024. 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 29, 2021 Filed Aug 2, 2021 22:48 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 5,234 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000171 · edgar.xml · derivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,234 Underlying: Common Stock · 5,234 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: Represents first vesting date for this award. 25% of the restricted stock units will vest on 7/1/2022; 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 7/1/2022, 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 29, 2021 Filed Aug 2, 2021 22:48 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 22,512 | $0.00 Strike: $525.51 | $0.00 |
DisclosureSEC source: 0000896878-21-000171 · edgar.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,512 Underlying: Common Stock · 22,512 shares Expires 2028-07-28 F1 · derivative.exercise_date: Repesents first vesting date for this stock option grant. 25% of the stock options granted will vest on 7/29/2022 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, 2021 Filed Jul 2, 2021 21:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,954 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000150 · edgar.xml · derivative · entry 7 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,861 Underlying: Common Stock · 1,954 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 and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000150 · edgar.xml · derivative · entry 6 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,996 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 and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000150 · edgar.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433 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. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:28 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,138 | $491.05 | $558,814.90 |
DisclosureSEC source: 0000896878-21-000150 · edgar.xml · nonDerivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,874 Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,954 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000150 · edgar.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,012 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, 2021 Filed Jul 2, 2021 21:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000150 · edgar.xml · nonDerivative · entry 2 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 |
| July 01, 2021 Filed Jul 2, 2021 21:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000150 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,559 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 |
| May 01, 2021 Filed May 4, 2021 20:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000095 · edgar.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,813 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 vesting date. Read SEC document |
| May 01, 2021 Filed May 4, 2021 20:31 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 139 | $412.16 | $57,290.24 |
DisclosureSEC source: 0000896878-21-000095 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,451 Read SEC document |
| May 01, 2021 Filed May 4, 2021 20:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000095 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,590 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, 2021 Filed Apr 5, 2021 23:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000088 · edgar.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,495 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 this tranche of Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 23:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000088 · edgar.xml · derivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 541 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 this tranche of Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 23:30 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 211 | $395.23 | $83,393.53 |
DisclosureSEC source: 0000896878-21-000088 · edgar.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,189 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 23:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000088 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,400 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, 2021 Filed Apr 5, 2021 23:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000088 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,900 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 79 shares acquired by the reporting person on 3/15/2021 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| March 05, 2021 Filed Mar 8, 2021 22:40 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 1,330 | $46.25 | $61,512.50 |
DisclosureSEC source: 0001209191-21-018641 · doc4.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,154 F2 · shares: Represents a fully vested deferred restricted stock unit award covering shares in lieu of the reporting person's initial cash retainer 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 |
| March 05, 2021 Filed Mar 8, 2021 22:40 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 3,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-018641 · doc4.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,824 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. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 20:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000045 · edgar.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,214 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 granted on 2/15/2019. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 20:41 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 152 | $373.58 | $56,784.16 |
DisclosureSEC source: 0000896878-21-000045 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,713 Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 20:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000045 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,865 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, 2020 Filed Jan 5, 2021 01:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000014 · edgar.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,995 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 |
| December 31, 2020 Filed Jan 5, 2021 01:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000014 · edgar.xml · derivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 649 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. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.