Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMAZON COM INCAMZN · Entity 1956 | Director | September 08, 2026 | September 09, 2026 |
| HUMANA INCHUM · Entity 1429 | Director | December 31, 2024 | January 03, 2025 |
| INTUIT INC.INTU · Entity 2373 | Director | January 18, 2023 | January 21, 2023 |
| JPMORGAN CHASE & COJPM · Entity 2795 | Director | January 20, 2026 | January 22, 2026 |
| MOMENTIVE GLOBAL INC.MNTV · Entity 112784 | Director | June 02, 2021 | August 10, 2021 |
| NORDSTROM INCJWN · Entity 79544 | Director | May 27, 2021 | May 28, 2021 |
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.
AMAZON COM INC
Report date September 08, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Unit AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-11-15 | Direct | 4,086 |
Reported balance
After 2026-09-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-08 · Grant · Acquired 4,086 · Balance 4,086 F1: Converts into Common Stock on a one-for-one basis. F2: Subject to the reporting person's continued service as a director of the issuer, this award will vest and convert into shares of Common Stock of the issuer at a rate of 1,362 shares on each of November 15, 2027, November 15, 2028, and November 15, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Converts into Common Stock on a one-for-one basis.
F2: Subject to the reporting person's continued service as a director of the issuer, this award will vest and convert into shares of Common Stock of the issuer at a rate of 1,362 shares on each of November 15, 2027, November 15, 2028, and November 15, 2029.
HUMANA INC
Report date December 31, 2024 · Filed January 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Humana CommonSEC Table I · non-derivative | Direct | 1,169 |
Reported balance
After 2025-01-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-01-02 · Grant · Acquired 783 · Balance 1,169 F4: Includes 783 restricted stock units which represent a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1)&(3) under the Company's 2019 Amended & Restated Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 771 |
Reported balance
After 2024-12-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-12-31 · Grant · Acquired 231 · Balance 771 F2: Director's cash fee elected to be converted into stock units, deferred at the election of the Reporting Person until his resignation of services as a director at which time the stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 20 |
Reported balance
After 2024-12-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-12-31 · Grant · Acquired 17 · Balance 20 F3: Director's dividend payment reinvested into stock units on vested and deferred stock units, deferred in accordance with the Plan. Per the Director's election, deferred dividend stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 810 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 810 F1: Annual Director's fee payable in stock units which have been deferred at the election of the Reporting Person until his resignation of services as a director at which time the stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1). |
Filing footnotes · ownership attribution and instrument terms
F1: Annual Director's fee payable in stock units which have been deferred at the election of the Reporting Person until his resignation of services as a director at which time the stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1).
F2: Director's cash fee elected to be converted into stock units, deferred at the election of the Reporting Person until his resignation of services as a director at which time the stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1).
F3: Director's dividend payment reinvested into stock units on vested and deferred stock units, deferred in accordance with the Plan. Per the Director's election, deferred dividend stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1).
F4: Includes 783 restricted stock units which represent a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1)&(3) under the Company's 2019 Amended & Restated Plan.
INTUIT INC.
Report date January 18, 2023 · Filed January 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 408,302 |
Ending reported balance
After 2023-01-18 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-01-18 · Exercise / conversion · Acquired 2,563 · Balance 404,595 Row 2 · 2023-01-18 · Exercise / conversion · Acquired 3,215 · Balance 407,810 Row 3 · 2023-01-18 · Exercise / conversion · Acquired 492 · Balance 408,302 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2023-01-18 | Direct | 0 |
Reported balance
After 2023-01-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-01-18 · Exercise / conversion · Disposed 2,563 · Balance 0 F2: 1-for-1 F3: Represents earliest vesting date for these Restricted Stock Units, subject to deferred release. 1,282 Restricted Stock Units vested on 4/1/2022 and 1,281 Restricted Stock Units vested on 7/1/2022. F4: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2023-01-18 | Direct | 0 |
Reported balance
After 2023-01-18 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-01-18 · Exercise / conversion · Disposed 3,215 · Balance 0 F2: 1-for-1 F5: Represents earliest vesting date for these Restricted Stock Units, subject to deferred release. 804 Restricted Stock Units vested on each of 4/1/2022, 10/1/2022, and 12/31/2022 and 803 Restricted Stock Units vested on 7/1/2022. F4: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2023-01-18 | Direct | 0 |
Reported balance
After 2023-01-18 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-01-18 · Exercise / conversion · Disposed 492 · Balance 0 F2: 1-for-1 F6: Represents vesting date for these Restricted Stock Units, subject to deferred release. F4: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. |
| Restricted Stock Units - MSPP Matching AwardSEC Table II · derivative / convertible security | Direct | 121 |
Reported balance
After 2023-01-18 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-01-18 · Other · Disposed 138 · Balance 121 F2: 1-for-1 F7: Forfeiture of securities pursuant to provisions under the Management Stock Purchase Program. F8: Represents scheduled vesting date for grant made on 8/13/2021. F9: Restricted Stock Units - MSPP Matching Units do not expire; they either vest or are canceled prior to vest date. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 44,311 |
Reported balance
Holding disclosure · report date 2023-01-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 44,311 F1: Shares held by the 2022 Brad D. Smith GRAT Trust of which the reporting person is a Trustee. |
| Restricted Stock Units -performance based vestingSEC Table II · derivative / convertible security | Direct | 10,416 |
Reported balance
Holding disclosure · report date 2023-01-18 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 10,416 F2: 1-for-1 F10: Represents vesting date for grant made on 7/30/2020. F11: Restricted Stock Units (performance based vesting) do not expire; they either vest or are canceled prior to vest date. F12: Represents vested Restricted Stock Units (performance based vesting) that were granted on 7/30/2020, based on actual performance for completed performance periods and target performance for incomplete performance periods. These securities are subject to deferred release. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held by the 2022 Brad D. Smith GRAT Trust of which the reporting person is a Trustee.
F2: 1-for-1
F3: Represents earliest vesting date for these Restricted Stock Units, subject to deferred release. 1,282 Restricted Stock Units vested on 4/1/2022 and 1,281 Restricted Stock Units vested on 7/1/2022.
F4: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.
F5: Represents earliest vesting date for these Restricted Stock Units, subject to deferred release. 804 Restricted Stock Units vested on each of 4/1/2022, 10/1/2022, and 12/31/2022 and 803 Restricted Stock Units vested on 7/1/2022.
F6: Represents vesting date for these Restricted Stock Units, subject to deferred release.
F7: Forfeiture of securities pursuant to provisions under the Management Stock Purchase Program.
F8: Represents scheduled vesting date for grant made on 8/13/2021.
F9: Restricted Stock Units - MSPP Matching Units do not expire; they either vest or are canceled prior to vest date.
F10: Represents vesting date for grant made on 7/30/2020.
F11: Restricted Stock Units (performance based vesting) do not expire; they either vest or are canceled prior to vest date.
F12: Represents vested Restricted Stock Units (performance based vesting) that were granted on 7/30/2020, based on actual performance for completed performance periods and target performance for incomplete performance periods. These securities are subject to deferred release.
JPMORGAN CHASE & CO
Report date January 20, 2026 · Filed January 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,946.5824 |
Reported balance
After 2026-01-20 transaction · row 1
1 source rowRow 1 · 2026-01-20 · Grant · Acquired 913.5251 · Balance 2,946.5824 F1: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trusts | 5,738 |
Reported balance
Holding disclosure · report date 2026-01-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,738 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,000 |
Reported balance
Holding disclosure · report date 2026-01-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's GRAT | 2,142 |
Reported balance
Holding disclosure · report date 2026-01-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,142 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's IRA | 18 |
Reported balance
Holding disclosure · report date 2026-01-20 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 18 |
Filing footnotes · ownership attribution and instrument terms
F1: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.
MOMENTIVE GLOBAL INC.
Report date June 02, 2021 · Filed August 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,088 |
Reported balance
After 2021-06-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-06-02 · Grant · Acquired 3,457 · Balance 48,088 F1: Grant of Restricted Stock Units ("RSUs") 1/4th of the total number of RSUs will vest on 08/15/2021 and 1/4th of the total number of RSUs will vest quarterly thereafter, subject to the Reporting Person's continued service to the Company until fully vested. F2: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.53 · Expires 2031-08-06 | Direct | 6,914 |
Reported balance
After 2021-08-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-08-06 · Grant · Acquired 6,914 · Balance 6,914 F3: Grant of Stock Options ("NSOs"). 1/4th of the total number of NSOs will vest on 08/15/2021 and 1/4th of the total number of NSOs will vest quarterly thereafter, subject to the Reporting Person's continued service to the Company until fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock Units ("RSUs") 1/4th of the total number of RSUs will vest on 08/15/2021 and 1/4th of the total number of RSUs will vest quarterly thereafter, subject to the Reporting Person's continued service to the Company until fully vested.
F2: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions.
F3: Grant of Stock Options ("NSOs"). 1/4th of the total number of NSOs will vest on 08/15/2021 and 1/4th of the total number of NSOs will vest quarterly thereafter, subject to the Reporting Person's continued service to the Company until fully vested.
NORDSTROM INC
Report date May 27, 2021 · Filed May 28, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee | 60,373 |
Reported balance
After 2021-05-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-05-27 · Grant · Acquired 10,204 · Balance 60,373 F1: Annual stock award under Nordstrom, Inc. 2019 Equity Incentive Plan. F2: Shares held by Brad D. and Alys M. Smith Revocable Living Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual stock award under Nordstrom, Inc. 2019 Equity Incentive Plan.
F2: Shares held by Brad D. and Alys M. Smith Revocable Living Trust.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 01, 2022 Filed Sep 6, 2022 19:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit -performance-based vesting · Derivative | 52,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019218 · form4.xml · derivative · entry 6 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 52,349 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 · 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. F4 · derivative.exercise_date: Represents release date for these vested Restricted Stock Units (performance-based vesting) which were subject to deferred release. F5 · 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 19:24 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 5,250 | $425.50 | $2,233,875.00 |
DisclosureSEC source: 0001062993-22-019218 · form4.xml · nonDerivative · entry 4 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,428 Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 19:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 14,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019218 · form4.xml · nonDerivative · entry 3 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,678 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, 2022 Filed Sep 6, 2022 19:24 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 24,726 | $425.50 | $10,520,913.00 |
DisclosureSEC source: 0001062993-22-019218 · form4.xml · nonDerivative · entry 2 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388,966 Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 19:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 52,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019218 · form4.xml · nonDerivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,692 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 13:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 704 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017683 · form4.xml · derivative · entry 4 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 704 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 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. Restricted Stock Units (MSPP Matching Award) vest 3 years from grant date. F4 · 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 13:45 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 268 | $462.07 | $123,834.76 |
DisclosureSEC source: 0001062993-22-017683 · form4.xml · nonDerivative · entry 2 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,343 Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 13:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 704 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017683 · form4.xml · nonDerivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,611 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 23:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016115 · form4.xml · derivative · entry 10 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,468 Underlying: Common Stock · 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 F5 · derivative.exercise_date: Represents vesting and release date for these 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 23:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016115 · form4.xml · derivative · entry 9 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,776 Underlying: Common Stock · 444 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 F5 · derivative.exercise_date: Represents vesting and release date for these 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 23:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 767 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016115 · form4.xml · derivative · entry 8 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,750 Underlying: Common Stock · 767 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 release date for vested Restricted Stock Units which were subject to a one year deferred release. 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 23:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 1,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016115 · form4.xml · derivative · entry 7 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,009 Underlying: Common Stock · 1,224 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 release date for vested Restricted Stock Units which were subject to a one year deferred release. 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 23:41 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 942 | $388.31 | $365,788.02 |
DisclosureSEC source: 0001062993-22-016115 · form4.xml · nonDerivative · entry 5 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,907 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 23:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016115 · form4.xml · nonDerivative · entry 4 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,849 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 23:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016115 · form4.xml · nonDerivative · entry 3 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,540 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 23:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 767 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016115 · form4.xml · nonDerivative · entry 2 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,096 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 23:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016115 · form4.xml · nonDerivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,329 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Purchased MSPP) · Derivative | 261 | $540.74 | $141,133.14 |
DisclosureSEC source: 0001062993-22-015973 · form4.xml · derivative · entry 10 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 261 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 release date for these vested securities which were subject to deferred release. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Purchased MSPP) · Derivative | 730 | $276.57 | $201,896.10 |
DisclosureSEC source: 0001062993-22-015973 · form4.xml · derivative · entry 9 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 730 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 release date for these vested securities which were subject to deferred release. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit- performance-based vesting · Derivative | 744 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015973 · form4.xml · derivative · entry 8 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 744 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 release date for these vested securities which were subject to deferred release. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 341 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015973 · form4.xml · derivative · entry 7 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 341 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 release date for these vested securities which were subject to deferred release. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 982 | $385.44 | $378,502.08 |
DisclosureSEC source: 0001062993-22-015973 · form4.xml · nonDerivative · entry 5 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,105 Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015973 · form4.xml · nonDerivative · entry 4 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,087 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 730 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015973 · form4.xml · nonDerivative · entry 3 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,826 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 744 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015973 · form4.xml · nonDerivative · entry 2 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,096 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 341 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015973 · form4.xml · nonDerivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,352 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 Unit · Derivative | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009370 · form4.xml · derivative · entry 10 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,777 Underlying: Common Stock · 308 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 F5 · derivative.exercise_date: Represents vesting and release date for these 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 Unit · Derivative | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009370 · form4.xml · derivative · entry 9 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,220 Underlying: Common Stock · 444 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 F5 · derivative.exercise_date: Represents vesting and release date for these 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 | 768 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009370 · form4.xml · derivative · entry 8 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,517 Underlying: Common Stock · 768 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 release date for vested Restricted Stock Units which were subject to a one year deferred release. 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 | 1,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009370 · form4.xml · derivative · entry 7 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,233 Underlying: Common Stock · 1,223 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 release date for vested Restricted Stock Units which were subject to a one year deferred release. 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 | 643 | $483.93 | $311,166.99 |
DisclosureSEC source: 0001062993-22-009370 · form4.xml · nonDerivative · entry 5 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,011 Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 19:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009370 · form4.xml · nonDerivative · entry 4 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,654 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 | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009370 · form4.xml · nonDerivative · entry 3 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,346 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 | 768 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009370 · form4.xml · nonDerivative · entry 2 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,902 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 | 1,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009370 · form4.xml · nonDerivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,134 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 |
| March 11, 2022 Filed Mar 15, 2022 23:21 UTC | INTUIT INC. INTU · Entity 2373 | OtherCommon Stock | 44,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-007790 · form4.xml · nonDerivative · entry 2 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by trust Disclosed balance after: 44,311 F1 · kind: Transfer from direct ownership to the 2022 Brad D. Smith GRAT Trust, of which the reporting person is Trustee. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 23:21 UTC | INTUIT INC. INTU · Entity 2373 | OtherCommon Stock | 44,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-007790 · form4.xml · nonDerivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,911 F1 · kind: Transfer from direct ownership to the 2022 Brad D. Smith GRAT Trust, of which the reporting person is Trustee. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 02:09 UTC | INTUIT INC. INTU · Entity 2373 | GiftCommon Stock | 8,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-006214 · form4.xml · nonDerivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,222 F1 · kind: Transaction effected pursuant to a 10b5-1 gifting plan adopted by the reporting person in March 2021. Read SEC document |
| January 21, 2022 Filed Jan 25, 2022 01:04 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 492 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-001508 · form4.xml · derivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492 Underlying: Common Stock · 492 shares Expires 2027-01-21 F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for these Restricted Stock Units, subject to deferred release. F3 · derivative.expiration_date: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| December 31, 2021 Filed Jan 5, 2022 02:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000460 · form4.xml · derivative · entry 13 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,085 Underlying: Common Stock · 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. F1 · derivative.exercise_price: 1-for-1 F8 · derivative.exercise_date: Represents vesting and release date for these 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 |
| December 31, 2021 Filed Jan 5, 2022 02:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000460 · form4.xml · derivative · entry 12 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,664 Underlying: Common Stock · 444 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 F8 · derivative.exercise_date: Represents vesting and release date for these 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 |
| December 31, 2021 Filed Jan 5, 2022 02:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000460 · form4.xml · derivative · entry 11 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 744 Underlying: Common Stock · 35 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 F7 · derivative.exercise_date: Represents vesting and release date for this portion of Restricted Stock Units to accommodate tax withholding obligations in connection with vesting and deferred release of certain Restricted Stock Units granted on 7/29/2021. F4 · 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 5, 2022 02:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000460 · form4.xml · derivative · entry 10 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341 Underlying: Common Stock · 16 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 F7 · derivative.exercise_date: Represents vesting and release date for this portion of Restricted Stock Units to accommodate tax withholding obligations in connection with vesting and deferred release of certain Restricted Stock Units granted on 7/29/2021. F4 · 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 5, 2022 02:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 804 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000460 · form4.xml · derivative · entry 9 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,285 Underlying: Common Stock · 804 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 · shares: Represents 768 vested Restricted Stock Units which were subject to a one year deferred release and 36 vested Restricted Stock Units for which release was accelerated to accommodate tax withholding obligations in connection with Restricted Stock Units which vested on 12/31/2021 but are subject to deferred release. F6 · derivative.exercise_date: Represents release date for 768 Restricted Stock Units and vesting and release date for 36 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 |
| December 31, 2021 Filed Jan 5, 2022 02:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 1,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000460 · form4.xml · derivative · entry 8 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,456 Underlying: Common Stock · 1,281 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 1,223 vested Restricted Stock Units which were subject to a one year deferred release and 58 vested Restricted Stock Units for which release was accelerated to accommodate tax withholding obligations in connection with Restricted Stock Units which vested on 12/31/2021 but are subject to deferred release. F3 · derivative.exercise_date: Represents release date for 1,223 Restricted Stock Units and vesting and release date for 58 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 |
| December 31, 2021 Filed Jan 5, 2022 02:05 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,461 | $650.00 | $949,650.00 |
DisclosureSEC source: 0001062993-22-000460 · form4.xml · nonDerivative · entry 7 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,549 Read SEC document |
| December 31, 2021 Filed Jan 5, 2022 02:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000460 · form4.xml · nonDerivative · entry 6 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 410,010 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 5, 2022 02:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000460 · form4.xml · nonDerivative · entry 5 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,701 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 5, 2022 02:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000460 · form4.xml · nonDerivative · entry 4 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,257 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 5, 2022 02:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000460 · form4.xml · nonDerivative · entry 3 SMITH BRAD D · CIK 0001284323 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,222 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.