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 |
|---|---|---|---|---|---|---|
| August 09, 2022 Filed Aug 11, 2022 14:04 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 424 | $462.07 | $195,917.68 |
DisclosureSEC source: 0001062993-22-017693 · form4.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,141 Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 14:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017693 · form4.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,565 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 14:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017693 · form4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,128 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 28, 2022 Filed Aug 1, 2022 21:40 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit(performance-based vesting) · Derivative | 10,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016994 · form4.xml · derivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,609 Underlying: Common Stock · 10,609 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F6 · shares: The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2025. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock. F7 · derivative.exercise_date: Represents vesting date for Restricted Stock Units (performance-based vesting). F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 28, 2022 Filed Aug 1, 2022 21:40 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 5,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016994 · form4.xml · derivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,574 Underlying: Common Stock · 5,574 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: 25% of the Restricted Stock Units will vest on 7/1/2023; thereafter, 6.25% of the Restricted Stock Units will vest on each of October 1. December 31, April 1, and July 1 following the first vest date, until the award is fully vested. F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 28, 2022 Filed Aug 1, 2022 21:40 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 18,281 | $0.00 Strike: $448.59 | $0.00 |
DisclosureSEC source: 0001062993-22-016994 · form4.xml · derivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,281 Underlying: Common Stock · 18,281 shares Expires 2029-07-27 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/28/2023 and thereafter 2 1/2% of the stock options will vest on each monthly anniversary. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 23:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016111 · form4.xml · derivative · entry 9 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,390 Underlying: Common Stock · 1,130 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 23:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 412 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016111 · form4.xml · derivative · entry 8 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,290 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 vesting date. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 23:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016111 · form4.xml · derivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,554 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 vesting date. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 23:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016111 · form4.xml · derivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 433 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 23:38 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,023 | $388.31 | $397,241.13 |
DisclosureSEC source: 0001062993-22-016111 · form4.xml · nonDerivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,691 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 23:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016111 · form4.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,714 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 |
| July 01, 2022 Filed Jul 6, 2022 23:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 412 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016111 · form4.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,584 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 23:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016111 · form4.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,172 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 23:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016111 · form4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,783 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 18:59 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009358 · form4.xml · derivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,702 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 this tranche of restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 18:59 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009358 · form4.xml · derivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,943 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 this tranche of restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 18:59 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009358 · form4.xml · derivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433 Underlying: Common Stock · 433 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 18:59 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 428 | $483.93 | $207,122.04 |
DisclosureSEC source: 0001062993-22-009358 · form4.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 18:59 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009358 · form4.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,778 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 18:59 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009358 · form4.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,367 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 18:59 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009358 · form4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 979 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 |
| January 03, 2022 Filed Jan 4, 2022 23:07 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 620 | $640.03 | $396,818.60 |
DisclosureSEC source: 0001062993-22-000374 · form4.xml · nonDerivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 546 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2021. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:07 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000374 · form4.xml · derivative · entry 8 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,113 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. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:07 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000374 · form4.xml · derivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,331 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. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:07 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000374 · form4.xml · derivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 866 Underlying: Common Stock · 433 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:07 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 612 | $650.00 | $397,800.00 |
DisclosureSEC source: 0001062993-22-000374 · form4.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,166 Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:07 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000374 · form4.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,778 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:07 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000374 · form4.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,367 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:07 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000374 · form4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 979 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 22, 2021 Filed Nov 24, 2021 18:24 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 620 | $691.96 | $429,015.20 |
DisclosureSEC source: 0001062993-21-011559 · form4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 546 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2021. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000239 · edgar.xml · derivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,524 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 this traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000239 · edgar.xml · derivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,719 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 traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000239 · edgar.xml · derivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,299 Underlying: Common Stock · 432 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:28 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 612 | $543.97 | $332,909.64 |
DisclosureSEC source: 0000896878-21-000239 · edgar.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,166 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000239 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,778 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000239 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,367 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000239 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 978 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 02, 2021 Filed Sep 3, 2021 00:51 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 900 | $564.63 | $508,163.40 |
DisclosureSEC source: 0000896878-21-000217 · edgar.xml · nonDerivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 546 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2020. F6 · price: This transaction was executed in multiple trades ranging from $564.38 to $565.06. 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 |
| September 02, 2021 Filed Sep 3, 2021 00:51 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,255 | $563.71 | $1,834,885.82 |
DisclosureSEC source: 0000896878-21-000217 · edgar.xml · nonDerivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,446 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2020. F5 · price: This transaction was executed in multiple trades ranging from $563.33 to $564.12. 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 |
| September 02, 2021 Filed Sep 3, 2021 00:51 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,500 | $562.72 | $1,406,797.50 |
DisclosureSEC source: 0000896878-21-000217 · edgar.xml · nonDerivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,701 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2020. F4 · price: This transaction was executed in multiple trades ranging from $562.24 to $563.22. 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 |
| September 02, 2021 Filed Sep 3, 2021 00:51 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 300 | $561.71 | $168,512.40 |
DisclosureSEC source: 0000896878-21-000217 · edgar.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,201 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2020. F3 · price: This transaction was executed in multiple trades ranging from $561.04 to $562.04. 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 |
| September 02, 2021 Filed Sep 3, 2021 00:51 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,388 | $560.16 | $1,337,652.53 |
DisclosureSEC source: 0000896878-21-000217 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,501 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2020. F2 · price: This transaction was executed in multiple trades ranging from $559.70 to $560.62. 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 |
| September 01, 2021 Filed Sep 3, 2021 00:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit -performance-based vesting · Derivative | 18,533 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000217 · edgar.xml · derivative · entry 8 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,533 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. F7 · derivative.exercise_price: 1-for-1 F8 · 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. F9 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units (performance-based vesting). F10 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 00:51 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 9,190 | $563.13 | $5,175,164.70 |
DisclosureSEC source: 0000896878-21-000217 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,889 Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 00:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 18,533 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000217 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,079 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 26, 2021 Filed Aug 30, 2021 19:03 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,652 | $549.26 | $907,377.52 |
DisclosureSEC source: 0000896878-21-000209 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 546 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2020. Read SEC document |
| August 13, 2021 Filed Aug 16, 2021 20:04 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Matching Award) · Derivative | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000198 · edgar.xml · derivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243 Underlying: Common Stock · 243 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 13, 2021 Filed Aug 16, 2021 20:04 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative | 243 | $540.74 | $131,399.82 |
DisclosureSEC source: 0000896878-21-000198 · edgar.xml · derivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243 Underlying: Common Stock · 243 shares Expires 2024-08-13 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 10, 2021 Filed Aug 12, 2021 16:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 398 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000183 · edgar.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 · 398 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.