Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EBAY INCEBAY · Entity 3045 | Director | June 30, 2015 | July 02, 2015 |
| INTUIT INC.INTU · Entity 2373 | Director | January 08, 2026 | January 09, 2026 |
| PROCTER & GAMBLE CoPG · Entity 2814 | Director | December 10, 2019 | December 12, 2019 |
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.
EBAY INC
Report date June 30, 2015 · Filed July 02, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 181,232 |
Reported balance
After 2015-06-30 transaction · row 1
1 source rowRow 1 · 2015-06-30 · Grant · Acquired 374 · Balance 181,232 F1: The reporting person has received an exempt award of Deferred Stock Units ("DSUs") under the Company's 2008 Equity Incentive Award Plan, as amended from time to time. DSUs represent a right to receive shares of the Company's common stock upon termination of service as a Director of the Company. The reporting person has elected to receive DSUs in lieu of the annual retainer fees payable for services on the Company's Board of Directors and any committees thereof. The DSUs are awarded on the date such fees would otherwise be payable (i.e., quarterly in arrears), and the number of DSUs granted represent the quotient of (A) such fees divided by (B) the Company's closing stock price on the date of grant rounded up to the nearest whole DSU. The DSUs are immediately vested. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person has received an exempt award of Deferred Stock Units ("DSUs") under the Company's 2008 Equity Incentive Award Plan, as amended from time to time. DSUs represent a right to receive shares of the Company's common stock upon termination of service as a Director of the Company. The reporting person has elected to receive DSUs in lieu of the annual retainer fees payable for services on the Company's Board of Directors and any committees thereof. The DSUs are awarded on the date such fees would otherwise be payable (i.e., quarterly in arrears), and the number of DSUs granted represent the quotient of (A) such fees divided by (B) the Company's closing stock price on the date of grant rounded up to the nearest whole DSU. The DSUs are immediately vested.
INTUIT INC.
Report date January 08, 2026 · Filed January 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 5,637,432 |
Reported balance
After 2026-01-08 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-01-08 · Gift · Disposed 30,750 · Balance 5,637,432 F1: The reporting person gifted these shares to a nonprofit corporation. F2: Shares held in the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 of which the reporting person is a trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person gifted these shares to a nonprofit corporation.
F2: Shares held in the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 of which the reporting person is a trustee.
PROCTER & GAMBLE Co
Report date December 10, 2019 · Filed December 12, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,075.896 |
Reported balance
After 2019-12-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-12-10 · Grant · Acquired 136 · Balance 83,075.896 F1: Common Stock awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan F2: Total includes grant of dividend equivalents in the form of Restricted Stock Units. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 32,000 |
Reported balance
Holding disclosure · report date 2019-12-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 32,000 F3: Scott D. Cook and Helen Signe Ostby, Trustees, for the Scott D. Cook and Helen Signe Ostby 1993 Family Trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 664.094 |
Reported balance
Holding disclosure · report date 2019-12-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 664.094 F4: Balance includes shares acquired through Issuer's dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Common Stock awarded pursuant to The Procter & Gamble 2019 Stock and Incentive Compensation Plan
F2: Total includes grant of dividend equivalents in the form of Restricted Stock Units.
F3: Scott D. Cook and Helen Signe Ostby, Trustees, for the Scott D. Cook and Helen Signe Ostby 1993 Family Trust.
F4: Balance includes shares acquired through Issuer's dividend reinvestment plan.
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 |
|---|---|---|---|---|---|---|
| November 25, 2024 Filed Nov 27, 2024 21:29 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,000 | $640.41 | $1,280,824.20 |
DisclosureSEC source: 0001628280-24-049408 · wk-form4_1732742986.xml · nonDerivative · entry 7 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,419,831 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F9 · price: This transaction was executed in multiple trades ranging from $639.59 to $640.53. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 21:29 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,400 | $638.75 | $1,532,990.16 |
DisclosureSEC source: 0001628280-24-049408 · wk-form4_1732742986.xml · nonDerivative · entry 6 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,421,831 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F8 · price: This transaction was executed in multiple trades ranging from $638.47 to $639.38. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 21:29 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 4,524 | $637.88 | $2,885,755.55 |
DisclosureSEC source: 0001628280-24-049408 · wk-form4_1732742986.xml · nonDerivative · entry 5 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,424,231 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F7 · price: This transaction was executed in multiple trades ranging from $637.45 to $638.43. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 21:29 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 5,251 | $636.87 | $3,344,179.69 |
DisclosureSEC source: 0001628280-24-049408 · wk-form4_1732742986.xml · nonDerivative · entry 4 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,428,755 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F6 · price: This transaction was executed in multiple trades ranging from $636.45 to $637.41. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 21:29 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 825 | $636.16 | $524,830.93 |
DisclosureSEC source: 0001628280-24-049408 · wk-form4_1732742986.xml · nonDerivative · entry 3 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,434,006 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F5 · price: This transaction was executed in multiple trades ranging from $635.45 to $636.44. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 21:29 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 15,995 | $634.68 | $10,151,637.82 |
DisclosureSEC source: 0001628280-24-049408 · wk-form4_1732742986.xml · nonDerivative · entry 2 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,434,831 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F4 · price: This transaction was executed in multiple trades ranging from $634.41 to $635.40. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 21:29 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,279 | $633.64 | $1,444,072.62 |
DisclosureSEC source: 0001628280-24-049408 · wk-form4_1732742986.xml · nonDerivative · entry 1 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,450,826 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F2 · price: This transaction was executed in multiple trades ranging from $633.38 to $634.35. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| September 18, 2024 Filed Sep 19, 2024 22:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 100 | $643.89 | $64,389.00 |
DisclosureSEC source: 0001628280-24-040961 · wk-form4_1726783897.xml · nonDerivative · entry 13 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,453,105 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| September 18, 2024 Filed Sep 19, 2024 22:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 100 | $641.78 | $64,178.00 |
DisclosureSEC source: 0001628280-24-040961 · wk-form4_1726783897.xml · nonDerivative · entry 12 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,453,205 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| September 18, 2024 Filed Sep 19, 2024 22:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 200 | $640.79 | $128,157.00 |
DisclosureSEC source: 0001628280-24-040961 · wk-form4_1726783897.xml · nonDerivative · entry 11 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,453,305 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F13 · price: This transaction was executed in multiple trades ranging from $640.65 to $640.92. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| September 18, 2024 Filed Sep 19, 2024 22:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 500 | $639.35 | $319,676.00 |
DisclosureSEC source: 0001628280-24-040961 · wk-form4_1726783897.xml · nonDerivative · entry 10 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,453,505 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F12 · price: This transaction was executed in multiple trades ranging from $639.04 to $639.82. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| September 18, 2024 Filed Sep 19, 2024 22:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 300 | $638.24 | $191,471.01 |
DisclosureSEC source: 0001628280-24-040961 · wk-form4_1726783897.xml · nonDerivative · entry 9 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,454,005 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F11 · price: This transaction was executed in multiple trades ranging from $637.80 to $638.51. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| September 18, 2024 Filed Sep 19, 2024 22:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 356 | $637.40 | $226,913.72 |
DisclosureSEC source: 0001628280-24-040961 · wk-form4_1726783897.xml · nonDerivative · entry 8 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,454,305 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F10 · price: This transaction was executed in multiple trades ranging from $636.76 to $637.73. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| September 18, 2024 Filed Sep 19, 2024 22:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 200 | $635.43 | $127,086.00 |
DisclosureSEC source: 0001628280-24-040961 · wk-form4_1726783897.xml · nonDerivative · entry 7 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,454,661 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F9 · price: This transaction was executed in multiple trades ranging from $635.18 to $635.68. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| September 18, 2024 Filed Sep 19, 2024 22:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 705 | $632.98 | $446,252.24 |
DisclosureSEC source: 0001628280-24-040961 · wk-form4_1726783897.xml · nonDerivative · entry 6 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,454,861 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F8 · price: This transaction was executed in multiple trades ranging from $632.65 to $633.07. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 22:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,301 | $648.63 | $2,141,139.51 |
DisclosureSEC source: 0001628280-24-040961 · wk-form4_1726783897.xml · nonDerivative · entry 5 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,455,566 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F7 · price: This transaction was executed in multiple trades ranging from $648.30 to $648.905. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 22:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 11,173 | $647.75 | $7,237,279.47 |
DisclosureSEC source: 0001628280-24-040961 · wk-form4_1726783897.xml · nonDerivative · entry 4 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,458,867 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F6 · price: This transaction was executed in multiple trades ranging from $647.28 to $648.24. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 22:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 17,542 | $646.68 | $11,344,021.97 |
DisclosureSEC source: 0001628280-24-040961 · wk-form4_1726783897.xml · nonDerivative · entry 3 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,470,040 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F5 · price: This transaction was executed in multiple trades ranging from $646.28 to $647.27. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 22:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 17,714 | $645.85 | $11,440,647.13 |
DisclosureSEC source: 0001628280-24-040961 · wk-form4_1726783897.xml · nonDerivative · entry 2 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,487,582 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F4 · price: This transaction was executed in multiple trades ranging from $645.28 to $646.27. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 22:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 25,270 | $644.79 | $16,293,777.60 |
DisclosureSEC source: 0001628280-24-040961 · wk-form4_1726783897.xml · nonDerivative · entry 1 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,505,296 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F2 · price: This transaction was executed in multiple trades ranging from $644.28 to $645.27. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 27, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 100 | $627.97 | $62,797.00 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 26 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,530,566 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 27, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 300 | $627.01 | $188,102.01 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 25 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,530,666 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F26 · price: This transaction was executed in multiple trades ranging from $626.68 to $627.66. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 27, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,069 | $626.06 | $669,259.42 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 24 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,530,966 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F25 · price: This transaction was executed in multiple trades ranging from $625.68 to $626.56. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 27, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,070 | $625.00 | $668,749.14 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 23 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,532,035 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F24 · price: This transaction was executed in multiple trades ranging from $624.66 to $625.31. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 27, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 600 | $624.12 | $374,469.66 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 22 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,533,105 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F23 · price: This transaction was executed in multiple trades ranging from $623.47 to $624.41. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 27, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 407 | $622.10 | $253,193.48 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 21 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,533,705 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F22 · price: This transaction was executed in multiple trades ranging from $621.94 to $622.43. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 27, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 500 | $621.42 | $310,707.80 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 20 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,534,112 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F21 · price: This transaction was executed in multiple trades ranging from $620.87 to $621.80. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 27, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 490 | $619.86 | $303,733.70 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 19 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,534,612 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F20 · price: This transaction was executed in multiple trades ranging from $619.56 to $620.51. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 27, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 500 | $618.62 | $309,309.00 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 18 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,535,102 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F19 · price: This transaction was executed in multiple trades ranging from $618.21 to $619.13. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 27, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 200 | $616.90 | $123,380.00 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 17 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,535,602 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F18 · price: This transaction was executed in multiple trades ranging from $616.75 to $617.05. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 27, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 595 | $615.17 | $366,025.08 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 16 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,535,802 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F17 · price: This transaction was executed in multiple trades ranging from $614.75 to $615.71. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 27, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 218 | $614.13 | $133,880.47 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 15 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,536,397 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F16 · price: This transaction was executed in multiple trades ranging from $613.73 to $614.50. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 27, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 400 | $612.65 | $245,059.00 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 14 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,536,615 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F15 · price: This transaction was executed in multiple trades ranging from $612.23 to $612.95. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 900 | $631.12 | $568,008.00 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 13 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,537,015 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F14 · price: This transaction was executed in multiple trades ranging from $631.05 to $631.68. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 100 | $630.01 | $63,001.00 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 12 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,537,915 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 400 | $628.17 | $251,266.00 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 11 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,538,015 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F13 · price: This transaction was executed in multiple trades ranging from $627.73 to $628.55. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 900 | $626.91 | $564,219.99 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 10 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,538,415 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F12 · price: This transaction was executed in multiple trades ranging from $626.18 to $627.11. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,607 | $624.78 | $1,004,019.05 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 9 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,539,315 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F11 · price: This transaction was executed in multiple trades ranging from $624.57 to $625.20. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,857 | $623.89 | $1,158,566.70 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 8 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,540,922 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F10 · price: This transaction was executed in multiple trades ranging from $623.42 to $624.04. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,400 | $622.57 | $871,596.04 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 7 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,542,779 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F9 · price: This transaction was executed in multiple trades ranging from $622.17 to $623.13. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,811 | $621.53 | $1,125,586.66 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 6 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,544,179 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F8 · price: This transaction was executed in multiple trades ranging from $621.09 to $621.99. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 5,412 | $620.48 | $3,358,036.68 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 5 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,545,990 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F7 · price: This transaction was executed in multiple trades ranging from $620.00 to $620.98. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 10,188 | $619.45 | $6,310,929.09 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 4 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,551,402 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F6 · price: This transaction was executed in multiple trades ranging from $619.00 to $619.995. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 16,090 | $618.49 | $9,951,507.32 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 3 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,561,590 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F5 · price: This transaction was executed in multiple trades ranging from $618.00 to $618.99. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 20,992 | $617.51 | $12,962,692.25 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 2 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,577,680 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F4 · price: This transaction was executed in multiple trades ranging from $617.00 to $617.99. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 20:11 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 13,343 | $616.71 | $8,228,734.84 |
DisclosureSEC source: 0001415889-24-022418 · form4-08282024_080822.xml · nonDerivative · entry 1 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,598,672 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F2 · price: This transaction was executed in multiple trades ranging from $616.00 to $616.99. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 00:51 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 100 | $602.20 | $60,220.00 |
DisclosureSEC source: 0001415889-24-016588 · form4-06132024_120625.xml · nonDerivative · entry 28 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,524,412 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 250,000 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 00:51 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 700 | $601.17 | $420,815.99 |
DisclosureSEC source: 0001415889-24-016588 · form4-06132024_120625.xml · nonDerivative · entry 27 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,524,512 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F28 · price: This transaction was executed in multiple trades ranging from $600.85 to $601.84. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 250,000 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 00:51 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 431 | $599.79 | $258,510.40 |
DisclosureSEC source: 0001415889-24-016588 · form4-06132024_120625.xml · nonDerivative · entry 26 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,525,212 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F27 · price: This transaction was executed in multiple trades ranging from $599.45 to $600.23. 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. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 250,000 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93. The reporting person is a trustee or beneficiary of each of these trusts. Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 00:51 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,414 | $598.83 | $846,745.76 |
DisclosureSEC source: 0001415889-24-016588 · form4-06132024_120625.xml · nonDerivative · entry 25 COOK SCOTT D · CIK 0000938861 · Director · Founder 10b5-1 filing: Plan reported Ownership: Indirect · By Trusts Disclosed balance after: 6,525,643 F1 · kind: The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. F26 · price: This transaction was executed in multiple trades ranging from $598.30 to $599.22. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.nature: Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 250,000 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93. The reporting person is a trustee or beneficiary of each of these trusts. 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.