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, 2020 Filed Jan 5, 2021 01:18 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 302 | $379.85 | $114,714.70 |
DisclosureSEC source: 0000896878-21-000014 · edgar.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,463 Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 01:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000014 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,765 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 / conversionCommon Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000014 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,266 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 |
| November 01, 2020 Filed Nov 3, 2020 21:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000216 · edgar.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,616 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 these 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 |
| November 01, 2020 Filed Nov 3, 2020 21:46 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 200 | $314.68 | $62,936.00 |
DisclosureSEC source: 0000896878-20-000216 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,158 Read SEC document |
| November 01, 2020 Filed Nov 3, 2020 21:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000216 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,358 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, 2020 Filed Oct 5, 2020 17:26 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000199 · edgar.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,494 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 this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest are are cancelled prior to vesting date. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:26 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000199 · edgar.xml · derivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 757 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 this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest are are cancelled prior to vesting date. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:26 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 302 | $332.34 | $100,366.68 |
DisclosureSEC source: 0000896878-20-000199 · edgar.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,956 Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:26 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000199 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,258 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, 2020 Filed Oct 5, 2020 17:26 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000199 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,759 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, 2020 Filed Sep 3, 2020 17:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based vesting · Derivative | 6,147 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000176 · 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 · 6,147 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, 2020 Filed Sep 3, 2020 17:30 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 3,049 | $347.18 | $1,058,551.82 |
DisclosureSEC source: 0000896878-20-000176 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,651 Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 17:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 6,147 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000176 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,700 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, 2020 Filed Aug 17, 2020 19:17 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Matching Award) · Derivative | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000141 · edgar.xml · derivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344 Underlying: Common Stock · 344 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 14, 2020 Filed Aug 17, 2020 19:17 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative | 344 | $305.54 | $105,105.76 |
DisclosureSEC source: 0000896878-20-000141 · edgar.xml · derivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344 Underlying: Common Stock · 344 shares Expires 2023-08-14 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 01, 2020 Filed Aug 4, 2020 16:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000121 · edgar.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,018 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 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 |
| August 01, 2020 Filed Aug 4, 2020 16:36 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 200 | $306.37 | $61,274.00 |
DisclosureSEC source: 0000896878-20-000121 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,553 Read SEC document |
| August 01, 2020 Filed Aug 4, 2020 16:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000121 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,753 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 30, 2020 Filed Aug 3, 2020 20:11 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units - performance-based vesting · Derivative | 15,403 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000111 · edgar.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,403 Underlying: Common Stock · 15,403 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 9/1/2023. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. Common Stock. F7 · derivative.exercise_date: Represents vesting and release 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 30, 2020 Filed Aug 3, 2020 20:11 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 7,815 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000111 · edgar.xml · derivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,815 Underlying: Common Stock · 7,815 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 these restricted stock units. 25% of the restricted stock units vest on 7/1/2021; thereafter 6.25% of the restricted stock units vest on each of 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 30, 2020 Filed Aug 3, 2020 20:11 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 31,729 | $0.00 Strike: $303.94 | $0.00 |
DisclosureSEC source: 0000896878-20-000111 · edgar.xml · derivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,729 Underlying: Common Stock · 31,729 shares Expires 2027-07-29 F1 · derivative.exercise_date: Represents first vesting date for this award. 25% of the stock options awarded vest on 7/30/2021 and thereafter 2 1/12% will vest on each monthly anniversary such that the award is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,998 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000090 · edgar.xml · derivative · entry 5 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,993 Underlying: Common Stock · 1,998 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 and release date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000090 · edgar.xml · derivative · entry 4 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 865 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 and release date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:48 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,046 | $302.58 | $316,498.68 |
DisclosureSEC source: 0000896878-20-000090 · edgar.xml · nonDerivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,351 Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,998 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000090 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,397 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, 2020 Filed Jul 3, 2020 00:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000090 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,399 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 1 share acquired by the reporting person on 6/15/2020 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 18:22 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 7,726 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000074 · 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 · 7,726 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 these 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 |
| June 01, 2020 Filed Jun 3, 2020 18:22 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 3,618 | $289.95 | $1,049,039.10 |
DisclosureSEC source: 0000896878-20-000074 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,289 Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 18:22 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 7,726 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000074 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,907 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, 2020 Filed May 5, 2020 18:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000049 · edgar.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,420 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 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 |
| May 01, 2020 Filed May 5, 2020 18:25 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 139 | $261.13 | $36,297.07 |
DisclosureSEC source: 0000896878-20-000049 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,181 Read SEC document |
| May 01, 2020 Filed May 5, 2020 18:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000049 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,320 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, 2020 Filed Apr 3, 2020 18:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000045 · edgar.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 974 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 traunch 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, 2020 Filed Apr 3, 2020 18:47 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 38 | $218.12 | $8,288.56 |
DisclosureSEC source: 0000896878-20-000045 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,919 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 18:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000045 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,957 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 94 shares purchased on 3/15/2020 by the reporting person through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 20:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,607 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000024 · edgar.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,821 Underlying: Common Stock · 1,607 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 these 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 |
| February 01, 2020 Filed Feb 4, 2020 20:04 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 566 | $280.38 | $158,695.08 |
DisclosureSEC source: 0000896878-20-000024 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,755 Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 20:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,607 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000024 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,321 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, 2019 Filed Jan 3, 2020 23:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 108 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000430 · doc1.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,082 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 this tranche of restricted stock units granted on 7/26/2018. F3 · derivative.expiration_date: Restricted stock units do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:54 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 54 | $261.93 | $14,144.22 |
DisclosureSEC source: 0001567619-20-000430 · doc1.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714 Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000430 · doc1.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 768 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, 2019 Filed Oct 3, 2019 21:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000168 · edgar.xml · derivative · entry 3 Tessel Marianna · CIK 0001784171 · EVP and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,190 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 this traunch of restricted stock units granted on 7/26/2018. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:48 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 54 | $264.30 | $14,272.20 |
DisclosureSEC source: 0000896878-19-000168 · edgar.xml · nonDerivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 660 Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000168 · edgar.xml · nonDerivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714 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, 2019 Filed Aug 14, 2019 00:01 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Matching Award) · Derivative | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-016630 · doc1.xml · derivative · entry 2 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260 Underlying: Common Stock · 260 shares Expires not disclosed 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). F3 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). F4 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) have no expiration date; these securities either vest or are canceled prior to vesting date. Read SEC document |
| August 09, 2019 Filed Aug 14, 2019 00:01 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 260 | $276.57 | $71,908.20 |
DisclosureSEC source: 0001567619-19-016630 · doc1.xml · derivative · entry 1 Tessel Marianna · CIK 0001784171 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260 Underlying: Common Stock · 260 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_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. F2 · derivative.expiration_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. 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.