Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | EVP and CFO | July 03, 2023 | July 06, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
INTUIT INC.
Report date July 03, 2023 · Filed July 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,350 |
Reported balance
After 2023-07-03 transaction · row 1
1 source rowRow 1 · 2023-07-03 · Sale · Disposed 1,412 · Balance 1,350 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 01, 2019 Filed Jul 3, 2019 21:11 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,773 | $264.20 | $468,426.60 |
DisclosureSEC source: 0000896878-19-000093 · edgar.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,801 Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:11 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,730 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000093 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,574 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, 2019 Filed Jul 3, 2019 21:11 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 923 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000093 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,844 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, 2019 Filed Jul 3, 2019 21:11 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 921 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000093 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 921 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 28, 2019 Filed May 29, 2019 23:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,827 | $0.00 Strike: $107.25 | $0.00 |
DisclosureSEC source: 0000896878-19-000081 · edgar.xml · derivative · entry 10 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,827 shares Expires 2022-07-22 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2019. F9 · derivative.exercise_date: Represents final vesting date for the stock option grant awarded on July 23, 2015. Read SEC document |
| May 28, 2019 Filed May 29, 2019 23:50 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 100 | $258.39 | $25,839.00 |
DisclosureSEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 9 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2019. Read SEC document |
| May 28, 2019 Filed May 29, 2019 23:50 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 219 | $257.76 | $56,448.85 |
DisclosureSEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 8 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2019. F8 · price: This transaction was executed in multiple trades ranging from $257.34 to $258.25. 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 |
| May 28, 2019 Filed May 29, 2019 23:50 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,501 | $256.59 | $641,738.34 |
DisclosureSEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2019. F1 · price: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2019. F7 · price: This transaction was executed in multiple trades ranging from $256.08 to $256.96. 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 |
| May 28, 2019 Filed May 29, 2019 23:50 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,981 | $255.62 | $506,390.95 |
DisclosureSEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,820 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2019. F6 · price: This transaction was executed in multiple trades ranging from $255.08 to $255.98. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 28, 2019 Filed May 29, 2019 23:50 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 200 | $258.55 | $51,710.00 |
DisclosureSEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,801 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2019. F5 · price: This transaction was executed in multiple trades ranging from $258.47 to $258.63. 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 |
| May 28, 2019 Filed May 29, 2019 23:50 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 300 | $257.45 | $77,235.99 |
DisclosureSEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,001 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2019. F4 · price: This transaction was executed in multiple trades ranging from $257.09 to $258.08. 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 |
| May 28, 2019 Filed May 29, 2019 23:50 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,816 | $256.58 | $722,518.02 |
DisclosureSEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,301 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2019. F3 · price: This transaction was executed in multiple trades ranging from $256.07 to $256.91. 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 |
| May 28, 2019 Filed May 29, 2019 23:50 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,511 | $255.59 | $641,776.70 |
DisclosureSEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,117 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2019. F2 · price: This transaction was executed in multiple trades ranging from $255.02 to $255.98. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 28, 2019 Filed May 29, 2019 23:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 5,827 | $107.25 | $624,945.75 |
DisclosureSEC source: 0000896878-19-000081 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,628 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2019. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 23:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 3,747 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000050 · edgar.xml · derivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,493 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. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents first vesting date for Restricted Stock Unit grant awarded on 3/15/2018. F3 · derivative.expiration_date: Restricted Stock Units do not expire: they either vest or are canceled prior to vesting date. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 23:33 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,294 | $250.41 | $324,030.54 |
DisclosureSEC source: 0000896878-19-000050 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,801 Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 23:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3,747 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000050 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,095 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, 2018 Filed Aug 16, 2018 19:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000156 · 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 · 275 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 F4 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award); these securites either vest and settle or are canceled prior to vesting date. F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; these securities either vest and settle or are canceled prior to vesting date. Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 19:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative | 275 | $105.62 | $29,045.50 |
DisclosureSEC source: 0000896878-18-000156 · 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 · 275 shares Expires 2018-08-14 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 for Restricted Stock Units (MSPP Purchased Award). F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Puchased Award); these securities do not expire. Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 19:02 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 271 | $210.69 | $57,096.99 |
DisclosureSEC source: 0000896878-18-000156 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,348 Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 19:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000156 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,619 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, 2018 Filed Aug 16, 2018 19:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000156 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,344 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, 2018 Filed Aug 13, 2018 23:55 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Matching Award) · Derivative | 398 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000142 · edgar.xml · derivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398 Underlying: Common Stock · 398 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). 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 10, 2018 Filed Aug 13, 2018 23:55 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative | 398 | $211.01 | $83,981.98 |
DisclosureSEC source: 0000896878-18-000142 · edgar.xml · derivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398 Underlying: Common Stock · 398 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 26, 2018 Filed Jul 30, 2018 21:03 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance based vesting) · Derivative | 13,783 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000117 · edgar.xml · derivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,783 Underlying: Common Stock · 13,783 shares Expires not disclosed F2 · security: Dividend 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 9/1/2021. 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 vest date. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 21:03 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 6,923 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000117 · edgar.xml · derivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,923 Underlying: Common Stock · 6,923 shares Expires not disclosed F2 · security: Dividend 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 awarded restricted stock units will vest on 7/1/2019 and thereafter 6.25% of the awarded restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date of 7/1/2019, until the award is fully vested. F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 21:03 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 29,543 | $0.00 Strike: $216.64 | $0.00 |
DisclosureSEC source: 0000896878-18-000117 · edgar.xml · derivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,543 Underlying: Common Stock · 29,543 shares Expires 2025-07-25 F1 · derivative.exercise_date: 25% of the awarded stock options will vest on July 26, 2019 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until the award is fully vested. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 923 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000100 · edgar.xml · derivative · entry 7 Clatterbuck Michelle M · CIK 0001730247 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,847 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 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, 2018 Filed Jul 3, 2018 22:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 921 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000100 · edgar.xml · derivative · entry 6 Clatterbuck Michelle M · CIK 0001730247 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 921 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 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, 2018 Filed Jul 3, 2018 22:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,321 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000100 · edgar.xml · derivative · entry 5 Clatterbuck Michelle M · CIK 0001730247 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,321 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:19 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,096 | $204.31 | $223,918.28 |
DisclosureSEC source: 0000896878-18-000100 · edgar.xml · nonDerivative · entry 4 Clatterbuck Michelle M · CIK 0001730247 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,069 Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 923 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000100 · edgar.xml · nonDerivative · entry 3 Clatterbuck Michelle M · CIK 0001730247 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,165 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, 2018 Filed Jul 3, 2018 22:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 921 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000100 · edgar.xml · nonDerivative · entry 2 Clatterbuck Michelle M · CIK 0001730247 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,242 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, 2018 Filed Jul 3, 2018 22:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,321 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000100 · edgar.xml · nonDerivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,321 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 15, 2018 Filed Mar 15, 2018 23:43 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 11,240 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000048 · edgar.xml · derivative · entry 1 Clatterbuck Michelle M · CIK 0001730247 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,240 Underlying: Common Stock · 11,240 shares Expires not disclosed 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. 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.