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 10, 2021 Filed Aug 12, 2021 16:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative | 398 | $211.01 | $83,981.98 |
DisclosureSEC source: 0000896878-21-000183 · edgar.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 · 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 F2 · derivative.exercise_date: Represents settlement date. Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 16:54 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 386 | $530.13 | $204,630.18 |
DisclosureSEC source: 0000896878-21-000183 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,198 Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 16:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 398 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000183 · edgar.xml · nonDerivative · entry 2 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 |
| August 10, 2021 Filed Aug 12, 2021 16:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 398 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000183 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,186 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 22:09 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit - performance based vesting · Derivative | 8,883 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000157 · edgar.xml · derivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,883 Underlying: Common Stock · 8,883 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1 for 1 F6 · shares: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives; the awarded units will vest on 9/1/2024. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F7 · derivative.exercise_date: Represents vesting date for restricted stock units performance based vesting. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 22:09 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 4,520 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000157 · edgar.xml · derivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,520 Underlying: Common Stock · 4,520 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1 for 1 F4 · derivative.exercise_date: Represents first vesting date for this award. 25% of the restricted stock units will vest on 7/1/2022; thereafter 6.25% of the restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date 7/1/2022, until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 22:09 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 19,442 | $0.00 Strike: $525.51 | $0.00 |
DisclosureSEC source: 0000896878-21-000157 · edgar.xml · derivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,442 Underlying: Common Stock · 19,442 shares Expires 2028-07-28 F1 · derivative.exercise_date: Represents first vesting date for this stock option grant. 25% of the stock options granted will vest on 7/29/2022 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,646 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000138 · edgar.xml · derivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,935 Underlying: Common Stock · 1,646 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000138 · edgar.xml · derivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,108 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 and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000138 · edgar.xml · derivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,731 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 and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:45 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,225 | $491.05 | $601,536.25 |
DisclosureSEC source: 0000896878-21-000138 · edgar.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,788 Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,646 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000138 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,013 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000138 · 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 |
| July 01, 2021 Filed Jul 2, 2021 20:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000138 · edgar.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 |
| May 27, 2021 Filed Jun 1, 2021 17:22 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 414 | $436.21 | $180,590.94 |
DisclosureSEC source: 0000896878-21-000121 · 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 |
| April 01, 2021 Filed Apr 5, 2021 22:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000076 · edgar.xml · derivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,496 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 |
| April 01, 2021 Filed Apr 5, 2021 22:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000076 · edgar.xml · derivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,164 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, 2021 Filed Apr 5, 2021 22:47 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 408 | $395.23 | $161,253.84 |
DisclosureSEC source: 0000896878-21-000076 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 960 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000076 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,368 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000076 · edgar.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 |
| March 02, 2021 Filed Mar 3, 2021 18:04 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 320 | $406.49 | $130,076.80 |
DisclosureSEC source: 0000896878-21-000066 · 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: Transactions effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2020. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 18:04 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 400 | $405.13 | $162,052.00 |
DisclosureSEC source: 0000896878-21-000066 · edgar.xml · nonDerivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 866 F1 · kind: Transactions 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 $404.69 to $405.49. 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 |
| March 02, 2021 Filed Mar 3, 2021 18:04 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 350 | $403.94 | $141,378.48 |
DisclosureSEC source: 0000896878-21-000066 · edgar.xml · nonDerivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,266 F1 · kind: Transactions 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 $403.43 to $404.36. 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 |
| March 02, 2021 Filed Mar 3, 2021 18:04 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 450 | $402.64 | $181,186.97 |
DisclosureSEC source: 0000896878-21-000066 · edgar.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,616 F1 · kind: Transactions 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 $402.42 to $402.92. 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 |
| March 02, 2021 Filed Mar 3, 2021 18:04 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 733 | $401.66 | $294,413.41 |
DisclosureSEC source: 0000896878-21-000066 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,066 F1 · kind: Transactions 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 $401.18 to $402.09. 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 |
| March 01, 2021 Filed Mar 3, 2021 18:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 3,747 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000066 · 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 · 3,747 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. F6 · derivative.exercise_price: 1-for-1 F7 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F8 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:04 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,494 | $406.41 | $607,176.54 |
DisclosureSEC source: 0000896878-21-000066 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,799 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3,747 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000066 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,293 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 04, 2021 Filed Jan 5, 2021 01:06 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 412 | $379.23 | $156,242.76 |
DisclosureSEC source: 0000896878-21-000008 · edgar.xml · nonDerivative · entry 4 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 |
| December 31, 2020 Filed Jan 5, 2021 01:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000008 · edgar.xml · derivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,885 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, 2020 Filed Jan 5, 2021 01:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000008 · edgar.xml · derivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,597 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. 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, 2020 Filed Jan 5, 2021 01:06 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 408 | $379.85 | $154,978.80 |
DisclosureSEC source: 0000896878-21-000008 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 958 Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 01:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000008 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,366 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 01:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000008 · 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 |
| November 23, 2020 Filed Nov 25, 2020 00:05 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 413 | $348.07 | $143,752.91 |
DisclosureSEC source: 0000896878-20-000227 · 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 reportng person in September 2020. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000191 · edgar.xml · derivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,273 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 are are cancelled prior to vesting date. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000191 · edgar.xml · derivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,029 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 are are cancelled prior to vesting date. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:09 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 408 | $332.34 | $135,594.72 |
DisclosureSEC source: 0000896878-20-000191 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 959 Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000191 · 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, 2020 Filed Oct 5, 2020 17:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000191 · edgar.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 |
| September 02, 2020 Filed Sep 3, 2020 16:43 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 4,649 | $348.67 | $1,620,966.83 |
DisclosureSEC source: 0000896878-20-000163 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 546 Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 16:43 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 9,223 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000163 · edgar.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 · 9,223 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. F1 · derivative.exercise_price: 1-for-1 F2 · shares: Represents the awarded and vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives. F3 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units (performance-based vesting). F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 16:43 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 4,574 | $347.18 | $1,588,001.32 |
DisclosureSEC source: 0000896878-20-000163 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,195 Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 16:43 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 9,223 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000163 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,769 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 27, 2020 Filed Aug 31, 2020 20:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,198 | $0.00 Strike: $113.19 | $0.00 |
DisclosureSEC source: 0000896878-20-000152 · edgar.xml · derivative · entry 9 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,198 shares Expires 2023-07-20 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 27, 2020 Filed Aug 31, 2020 20:56 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 253 | $347.11 | $87,817.92 |
DisclosureSEC source: 0000896878-20-000152 · edgar.xml · nonDerivative · entry 8 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 546 F7 · price: This transaction was executed in multiple trades ranging from $347.06 to $347.15. 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 27, 2020 Filed Aug 31, 2020 20:56 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,734 | $346.18 | $1,292,627.53 |
DisclosureSEC source: 0000896878-20-000152 · edgar.xml · nonDerivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 799 F6 · price: This transaction was executed in multiple trades ranging from $345.99 to $346.53. 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 27, 2020 Filed Aug 31, 2020 20:56 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,837 | $345.58 | $634,829.36 |
DisclosureSEC source: 0000896878-20-000152 · edgar.xml · nonDerivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,533 F5 · price: This transaction was executed in multiple trades ranging from $344.99 to $345.96. 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 27, 2020 Filed Aug 31, 2020 20:56 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,379 | $344.05 | $818,505.42 |
DisclosureSEC source: 0000896878-20-000152 · edgar.xml · nonDerivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,370 F4 · price: This transaction was executed in multiple trades ranging from $343.56 to $344.41. 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 27, 2020 Filed Aug 31, 2020 20:56 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,401 | $342.60 | $1,165,171.04 |
DisclosureSEC source: 0000896878-20-000152 · edgar.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,749 F3 · price: This transaction was executed in multiple trades ranging from $342.27 to $343.24. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.