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 27, 2020 Filed Aug 31, 2020 20:56 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,502 | $341.70 | $1,196,627.10 |
DisclosureSEC source: 0000896878-20-000152 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,150 F2 · price: This transaction was executed in multiple trades ranging from $341.22 to $342.21. 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 | 1,000 | $340.09 | $340,092.00 |
DisclosureSEC source: 0000896878-20-000152 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,652 F1 · price: This transaction was executed in multiple trades ranging from $339.72 to $340.65. 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 | Exercise / conversionCommon Stock | 10,198 | $113.19 | $1,154,311.62 |
DisclosureSEC source: 0000896878-20-000152 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,652 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 14, 2020 Filed Aug 17, 2020 19:12 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Matching Award) · Derivative | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000136 · edgar.xml · derivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344 Underlying: Common Stock · 344 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F6 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F4 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 14, 2020 Filed Aug 17, 2020 19:12 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative | 344 | $305.54 | $105,105.76 |
DisclosureSEC source: 0000896878-20-000136 · edgar.xml · derivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344 Underlying: Common Stock · 344 shares Expires 2023-08-14 F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 356 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000128 · 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 · 356 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 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) have no expiration date; these securities either vest or are canceled prior to vesting date. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 356 | $136.60 | $48,629.60 |
DisclosureSEC source: 0000896878-20-000128 · 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 · 356 shares Expires 2020-08-11 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 settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:28 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 346 | $299.20 | $103,523.20 |
DisclosureSEC source: 0000896878-20-000128 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,454 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 356 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000128 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,800 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 11, 2020 Filed Aug 13, 2020 01:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 356 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000128 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,444 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 30 shares acquired and 5 shares disposed of between May 2019 and May 2020 by an investment advisor of the Reporting Person, which executed these transactions in its sole discretion without the knowledge, direction or involvement of the Reporting Person. The Reporting Person learned of these transactions from the investment advisor in August 2020. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 19:41 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units - performance-based vesting · Derivative | 12,971 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000097 · edgar.xml · derivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,971 Underlying: Common Stock · 12,971 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F6 · shares: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2023. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. Common Stock. F7 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units - performance-based vesting. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 19:41 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 6,581 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000097 · edgar.xml · derivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,581 Underlying: Common Stock · 6,581 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents first vesting date for these restricted stock units. 12.5% of the restricted stock units vest on 12/31/2020; thereafter 6.25% of the restricted stock units vest on each of April 1, July 1, October 1, and December 31 until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 19:41 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 26,719 | $0.00 Strike: $303.94 | $0.00 |
DisclosureSEC source: 0000896878-20-000097 · edgar.xml · derivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,719 Underlying: Common Stock · 26,719 shares Expires 2027-07-29 F1 · derivative.exercise_date: Represents first vesting date for this award. 25% of the stock options awarded vest on 7/30/2021 and thereafter 2 1/12% will vest on each monthly anniversary such that the award is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,554 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000080 · edgar.xml · derivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,661 Underlying: Common Stock · 1,554 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 vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000080 · edgar.xml · derivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,462 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 vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 924 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000080 · 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 · 924 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 vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:30 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,445 | $302.58 | $437,228.10 |
DisclosureSEC source: 0000896878-20-000080 · edgar.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,063 Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,554 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000080 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,508 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000080 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,954 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 924 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000080 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,521 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 18:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000038 · edgar.xml · derivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,895 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 |
| April 01, 2020 Filed Apr 3, 2020 18:32 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 215 | $218.12 | $46,895.80 |
DisclosureSEC source: 0000896878-20-000038 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,597 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 18:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000038 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,812 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 01, 2020 Filed Mar 3, 2020 20:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 3,746 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015039 · doc4.xml · derivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,747 Underlying: Common Stock · 3,746 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 the earliest vesting date for this award. One third of the restricted stock units granted under this award vest on each of 3/1/2019, 3/1/2020, and 3/1/2021, subject to the Reporting Person's provision of service to the Issuer on each vesting date. F3 · derivative.expiration_date: Restricted stock units do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 20:12 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,294 | $265.85 | $344,009.90 |
DisclosureSEC source: 0001209191-20-015039 · doc4.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,380 Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 20:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015039 · doc4.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,674 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:44 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 433 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000425 · doc1.xml · derivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,327 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 granted on 7/26/2018. F3 · derivative.expiration_date: Restricted stock units do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:44 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 215 | $261.93 | $56,314.95 |
DisclosureSEC source: 0001567619-20-000425 · doc1.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,928 Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:44 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000425 · doc1.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,143 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000161 · edgar.xml · derivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,760 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 traunch of restricted stock units granted on 7/26/2018. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:34 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 215 | $264.30 | $56,824.50 |
DisclosureSEC source: 0000896878-19-000161 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,710 Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000161 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,925 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 04, 2019 Filed Sep 5, 2019 23:39 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,855 | $285.62 | $1,101,065.10 |
DisclosureSEC source: 0000896878-19-000145 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,492 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2019. Read SEC document |
| September 01, 2019 Filed Sep 3, 2019 23:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 7,649 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000138 · edgar.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 · 7,649 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 date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2019 Filed Sep 3, 2019 23:54 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 3,794 | $288.36 | $1,094,037.84 |
DisclosureSEC source: 0000896878-19-000138 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,347 Read SEC document |
| September 01, 2019 Filed Sep 3, 2019 23:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 7,649 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000138 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,141 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, 2019 Filed Aug 28, 2019 20:38 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 612 | $280.00 | $171,360.00 |
DisclosureSEC source: 0001567619-19-017640 · doc1.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,492 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan previously adopted by the reporting person in June 2019. Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 00:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-016628 · doc1.xml · derivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 295 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). F3 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award); these securities either vest and settle or are canceled prior to vesting date. F4 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) have no expiration date; these securities either vest or are canceled prior to vesting date. Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 00:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 295 | $112.09 | $33,066.55 |
DisclosureSEC source: 0001567619-19-016628 · doc1.xml · derivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 295 shares Expires 2019-08-12 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 F6 · derivative.exercise_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. F6 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 00:00 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 287 | $272.65 | $78,250.55 |
DisclosureSEC source: 0001567619-19-016628 · doc1.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,104 Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 00:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-016628 · doc1.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,391 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 12, 2019 Filed Aug 14, 2019 00:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-016628 · doc1.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,096 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 09, 2019 Filed Aug 14, 2019 00:00 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Matching Award) · Derivative | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-016628 · doc1.xml · derivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 437 Underlying: Common Stock · 437 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F5 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F3 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award); these securities either vest and settle or are canceled prior to vesting date. F4 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) have no expiration date; these securities either vest or are canceled prior to vesting date. Read SEC document |
| August 09, 2019 Filed Aug 14, 2019 00:00 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 437 | $276.57 | $120,861.09 |
DisclosureSEC source: 0001567619-19-016628 · doc1.xml · derivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 437 Underlying: Common Stock · 437 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F2 · derivative.expiration_date: Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:22 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (performance-based vesting) · Derivative | 12,546 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000115 · edgar.xml · derivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,546 Underlying: Common Stock · 12,546 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 · derivative.exercise_date: 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 9/1/2022. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:22 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 6,215 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000115 · edgar.xml · derivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,215 Underlying: Common Stock · 6,215 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: Provided that a predetermined one year operating goal threshold is achieved, 25% of the restricted stock units will vest on 7/1/2020; 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 7/1/2020, 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 25, 2019 Filed Jul 29, 2019 22:22 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 26,700 | $0.00 Strike: $281.60 | $0.00 |
DisclosureSEC source: 0000896878-19-000115 · edgar.xml · derivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,700 Underlying: Common Stock · 26,700 shares Expires 2026-07-24 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/25/2020 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, 2019 Filed Jul 3, 2019 21:11 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,730 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000093 · edgar.xml · derivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,193 Underlying: Common Stock · 1,730 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:11 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 923 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000093 · edgar.xml · derivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 924 Underlying: Common Stock · 923 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 vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:11 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 921 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000093 · 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 · 921 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 vest 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.