Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | EVP and CFO | July 03, 2023 | July 06, 2023 |
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.
INTUIT INC.
Report date July 03, 2023 · Filed July 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,350 |
Reported balance
After 2023-07-03 transaction · row 1
1 source rowRow 1 · 2023-07-03 · Sale · Disposed 1,412 · Balance 1,350 |
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 |
|---|---|---|---|---|---|---|
| July 03, 2023 Filed Jul 6, 2023 00:49 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,412 | $452.74 | $639,268.88 |
DisclosureSEC source: 0001062993-23-014545 · form4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,350 Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 1,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014315 · form4.xml · derivative · entry 9 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,180 Underlying: Common Stock · 1,394 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014315 · form4.xml · derivative · entry 8 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,260 Underlying: Common Stock · 283 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 412 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014315 · form4.xml · derivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,645 Underlying: Common Stock · 412 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014315 · form4.xml · derivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 389 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:21 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,066 | $458.19 | $488,430.54 |
DisclosureSEC source: 0001062993-23-014315 · form4.xml · nonDerivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,762 Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014315 · form4.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,828 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014315 · form4.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,434 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 412 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014315 · form4.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,151 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014315 · form4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,739 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 25, 2023 Filed May 30, 2023 19:13 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 706 | $418.40 | $295,390.40 |
DisclosureSEC source: 0001062993-23-012420 · form4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,350 Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 17:39 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008411 · form4.xml · derivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,543 Underlying: Common Stock · 282 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 |
| April 01, 2023 Filed Apr 4, 2023 17:39 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008411 · form4.xml · derivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,057 Underlying: Common Stock · 411 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 |
| April 01, 2023 Filed Apr 4, 2023 17:39 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008411 · form4.xml · derivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 389 Underlying: Common Stock · 388 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 |
| April 01, 2023 Filed Apr 4, 2023 17:39 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 375 | $445.83 | $167,186.25 |
DisclosureSEC source: 0001062993-23-008411 · form4.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,056 Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 17:39 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008411 · form4.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,431 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 17:39 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008411 · form4.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,149 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 17:39 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008411 · form4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,738 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 00:17 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 545 | $421.38 | $229,652.10 |
DisclosureSEC source: 0001062993-23-005177 · form4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2022. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000228 · form4.xml · derivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,825 Underlying: Common Stock · 283 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000228 · form4.xml · derivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,468 Underlying: Common Stock · 411 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000228 · form4.xml · derivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 777 Underlying: Common Stock · 389 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:00 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 538 | $389.22 | $209,400.36 |
DisclosureSEC source: 0001062993-23-000228 · form4.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,895 Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000228 · form4.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,433 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000228 · form4.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,150 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000228 · form4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,739 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 01, 2022 Filed Dec 5, 2022 17:23 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 544 | $410.00 | $223,040.00 |
DisclosureSEC source: 0001062993-22-023271 · form4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 F1 · kind: Transaction(s) effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2022. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 22:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020431 · form4.xml · derivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,108 Underlying: Common Stock · 282 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 22:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020431 · form4.xml · derivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,879 Underlying: Common Stock · 411 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 22:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020431 · form4.xml · derivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,166 Underlying: Common Stock · 388 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 22:10 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 537 | $387.32 | $207,990.84 |
DisclosureSEC source: 0001062993-22-020431 · form4.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,894 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 22:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020431 · form4.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,431 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 22:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020431 · form4.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,149 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 22:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020431 · form4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,738 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 09, 2022 Filed Sep 13, 2022 16:01 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 6,768 | $450.00 | $3,045,600.00 |
DisclosureSEC source: 0001062993-22-019503 · form4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2021. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 19:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit -performance-based vesting · Derivative | 13,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019213 · form4.xml · derivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,427 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · shares: Represents the awarded and vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives. F3 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units (performance-based vesting). F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 19:20 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 6,659 | $425.50 | $2,833,404.50 |
DisclosureSEC source: 0001062993-22-019213 · form4.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,118 Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 19:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 13,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019213 · form4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,777 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 25, 2022 Filed Aug 29, 2022 15:35 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 80 | $465.78 | $37,262.20 |
DisclosureSEC source: 0001062993-22-018826 · form4.xml · nonDerivative · entry 8 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 F1 · kind: Transaction(s) effected pursuant to a 10b5-1 trading plan adopted by the reporting person in November 2021. F9 · price: This transaction was executed in multiple trades ranging from $465.62 to $465.98. 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 |
| August 25, 2022 Filed Aug 29, 2022 15:35 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 297 | $464.77 | $138,037.19 |
DisclosureSEC source: 0001062993-22-018826 · form4.xml · nonDerivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,430 F1 · kind: Transaction(s) effected pursuant to a 10b5-1 trading plan adopted by the reporting person in November 2021. F8 · price: This transaction was executed in multiple trades ranging from $464.50 to $464.97. 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 |
| August 25, 2022 Filed Aug 29, 2022 15:35 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 296 | $463.87 | $137,305.08 |
DisclosureSEC source: 0001062993-22-018826 · form4.xml · nonDerivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,727 F1 · kind: Transaction(s) effected pursuant to a 10b5-1 trading plan adopted by the reporting person in November 2021. F7 · price: This transaction was executed in multiple trades ranging from $463.48 to $464.31. 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 |
| August 25, 2022 Filed Aug 29, 2022 15:35 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 284 | $463.03 | $131,499.33 |
DisclosureSEC source: 0001062993-22-018826 · form4.xml · nonDerivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,023 F1 · kind: Transaction(s) effected pursuant to a 10b5-1 trading plan adopted by the reporting person in November 2021. F6 · price: This transaction was executed in multiple trades ranging from $462.46 to $463.39. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 25, 2022 Filed Aug 29, 2022 15:35 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 118 | $462.11 | $54,528.60 |
DisclosureSEC source: 0001062993-22-018826 · form4.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,307 F1 · kind: Transaction(s) effected pursuant to a 10b5-1 trading plan adopted by the reporting person in November 2021. F5 · price: This transaction was executed in multiple trades ranging from $461.40 to $462.36. 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 |
| August 25, 2022 Filed Aug 29, 2022 15:35 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 216 | $460.50 | $99,468.95 |
DisclosureSEC source: 0001062993-22-018826 · form4.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,425 F1 · kind: Transaction(s) effected pursuant to a 10b5-1 trading plan adopted by the reporting person in November 2021. F4 · price: This transaction was executed in multiple trades ranging from $460.18 to $461.00. 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 |
| August 25, 2022 Filed Aug 29, 2022 15:35 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 380 | $459.37 | $174,558.97 |
DisclosureSEC source: 0001062993-22-018826 · form4.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,641 F1 · kind: Transaction(s) effected pursuant to a 10b5-1 trading plan adopted by the reporting person in November 2021. F3 · price: This transaction was executed in multiple trades ranging from $458.88 to $459.78. 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 |
| August 25, 2022 Filed Aug 29, 2022 15:35 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 120 | $458.27 | $54,992.34 |
DisclosureSEC source: 0001062993-22-018826 · form4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,021 F1 · kind: Transaction(s) effected pursuant to a 10b5-1 trading plan adopted by the reporting person in November 2021. F2 · price: This transaction was executed in multiple trades ranging from $457.62 to $458.57. 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 |
| August 12, 2022 Filed Aug 15, 2022 20:22 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Matching Award) · Derivative | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017987 · form4.xml · derivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216 Underlying: Common Stock · 216 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F6 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F4 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 20:22 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative | 216 | $486.66 | $105,118.56 |
DisclosureSEC source: 0001062993-22-017987 · form4.xml · derivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216 Underlying: Common Stock · 216 shares Expires 2025-08-12 F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 14:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017693 · form4.xml · derivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 437 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F5 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F4 · derivative.exercise_date: Represents vesting and settlement date. Restricted Stock Units (MSPP Matching Award) vest 3 years from grant date. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 14:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative | 437 | $276.57 | $120,861.09 |
DisclosureSEC source: 0001062993-22-017693 · form4.xml · derivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 437 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.