Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | SVP, Chief Accounting Officer | December 31, 2021 | January 04, 2022 |
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 December 31, 2021 · Filed January 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 534 |
Ending reported balance
After 2021-12-31 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2021-12-31 · Exercise / conversion · Acquired 188 · Balance 452 Row 2 · 2021-12-31 · Exercise / conversion · Acquired 167 · Balance 619 Row 3 · 2021-12-31 · Exercise / conversion · Acquired 51 · Balance 670 Row 4 · 2021-12-31 · Exercise / conversion · Acquired 96 · Balance 766 Row 5 · 2021-12-31 · Tax withholding · Disposed 232 · Balance 534 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 375 |
Reported balance
After 2021-12-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-12-31 · Exercise / conversion · Disposed 188 · Balance 375 F1: 1-for-1 F2: Represents vesting date for Restricted Stock Units. F3: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 999 |
Reported balance
After 2021-12-31 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-12-31 · Exercise / conversion · Disposed 167 · Balance 999 F1: 1-for-1 F2: Represents vesting date for Restricted Stock Units. F3: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 515 |
Reported balance
After 2021-12-31 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-12-31 · Exercise / conversion · Disposed 51 · Balance 515 F1: 1-for-1 F2: Represents vesting date for Restricted Stock Units. F3: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 666 |
Reported balance
After 2021-12-31 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2021-12-31 · Exercise / conversion · Disposed 96 · Balance 666 F1: 1-for-1 F2: Represents vesting date for Restricted Stock Units. F3: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: Represents vesting date for Restricted Stock Units.
F3: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date.
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 |
|---|---|---|---|---|---|---|
| December 31, 2021 Filed Jan 4, 2022 23:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000378 · form4.xml · derivative · entry 9 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666 Underlying: Common Stock · 96 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 |
| December 31, 2021 Filed Jan 4, 2022 23:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000378 · form4.xml · derivative · entry 8 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515 Underlying: Common Stock · 51 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 |
| December 31, 2021 Filed Jan 4, 2022 23:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000378 · form4.xml · derivative · entry 7 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 999 Underlying: Common Stock · 167 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 |
| December 31, 2021 Filed Jan 4, 2022 23:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000378 · form4.xml · derivative · entry 6 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375 Underlying: Common Stock · 188 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 |
| December 31, 2021 Filed Jan 4, 2022 23:08 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 232 | $650.00 | $150,800.00 |
DisclosureSEC source: 0001062993-22-000378 · form4.xml · nonDerivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 534 Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000378 · form4.xml · nonDerivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 766 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000378 · form4.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000378 · form4.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 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 |
| December 31, 2021 Filed Jan 4, 2022 23:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000378 · form4.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 21:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based · Derivative | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013312 · form4.xml · derivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,489 Underlying: Common Stock · 8 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F5 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2024. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. F4 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 21:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based · Derivative | 28 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013312 · form4.xml · derivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,583 Underlying: Common Stock · 28 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: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2023. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. F4 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 21:19 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 36 | $620.27 | $22,329.72 |
DisclosureSEC source: 0001062993-21-013312 · form4.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264 Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 21:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013312 · form4.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 21:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 28 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013312 · form4.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 52 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000242 · edgar.xml · derivative · entry 7 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 566 Underlying: Common Stock · 52 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000242 · edgar.xml · derivative · entry 6 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,166 Underlying: Common Stock · 166 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 187 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000242 · edgar.xml · derivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563 Underlying: Common Stock · 187 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 141 | $543.97 | $76,699.77 |
DisclosureSEC source: 0000896878-21-000242 · edgar.xml · nonDerivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 52 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000242 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000242 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 187 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000242 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 29, 2021 Filed Sep 30, 2021 16:28 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 389 | $551.33 | $214,467.37 |
DisclosureSEC source: 0000896878-21-000235 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 18:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 91 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000187 · edgar.xml · derivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 91 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F5 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F4 · derivative.exercise_date: Represents vesting and settlement date. Restricted Stock Units (MSPP Matching Award) vest 3 years from grant date. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 18:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative | 95 | $211.01 | $20,045.95 |
DisclosureSEC source: 0000896878-21-000187 · edgar.xml · derivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 95 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents settlement date. Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 18:31 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 61 | $530.13 | $32,337.93 |
DisclosureSEC source: 0000896878-21-000187 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,909 Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 18:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 91 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000187 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,970 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 18:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000187 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,879 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 22:28 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit - performance based vesting · Derivative | 1,497 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000162 · edgar.xml · derivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,497 Underlying: Common Stock · 1,497 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1 for 1 F6 · shares: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives; the awarded units will vest on 9/1/2024. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F7 · derivative.exercise_date: Represents vesting date for these restricted stock units performance based vesting. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 22:28 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 762 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000162 · edgar.xml · derivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762 Underlying: Common Stock · 762 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1 for 1 F4 · derivative.exercise_date: Represents first vesting date for these restricted stock units. 12.5% of the restricted stock units will vest on 12/31/2021; thereafter 6.25% of the restricted stock units will vest on each of April 1, July 1, October 1, and December 31, following the first vest date 12/31/2021, until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 22:28 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,275 | $0.00 Strike: $525.51 | $0.00 |
DisclosureSEC source: 0000896878-21-000162 · edgar.xml · derivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,275 Underlying: Common Stock · 3,275 shares Expires 2028-07-28 F1 · derivative.exercise_date: Represents first vesting date for this stock option grant. 25% of the stock options granted will vest on 7/29/2022 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000145 · edgar.xml · derivative · entry 7 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618 Underlying: Common Stock · 51 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000145 · edgar.xml · derivative · entry 6 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,332 Underlying: Common Stock · 167 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000145 · edgar.xml · derivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 188 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:14 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 142 | $491.05 | $69,729.10 |
DisclosureSEC source: 0000896878-21-000145 · edgar.xml · nonDerivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,784 Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000145 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,926 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000145 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,875 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000145 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,708 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 |
| June 17, 2021 Filed Jun 21, 2021 17:36 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 665 | $475.27 | $316,054.55 |
DisclosureSEC source: 0000896878-21-000130 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,520 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000078 · edgar.xml · derivative · entry 7 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 669 Underlying: Common Stock · 51 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000078 · edgar.xml · derivative · entry 6 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,499 Underlying: Common Stock · 166 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 187 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000078 · edgar.xml · derivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 938 Underlying: Common Stock · 187 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:51 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 145 | $395.23 | $57,308.35 |
DisclosureSEC source: 0000896878-21-000078 · edgar.xml · nonDerivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,185 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000078 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,330 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000078 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,279 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 187 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000078 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,113 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 01:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000011 · edgar.xml · derivative · entry 7 FLOURNOY MARK J · CIK 0001240237 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 720 Underlying: Common Stock · 103 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 |
| December 31, 2020 Filed Jan 5, 2021 01:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000011 · edgar.xml · derivative · entry 6 FLOURNOY MARK J · CIK 0001240237 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,665 Underlying: Common Stock · 167 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 |
| December 31, 2020 Filed Jan 5, 2021 01:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000011 · edgar.xml · derivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,125 Underlying: Common Stock · 188 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 |
| December 31, 2020 Filed Jan 5, 2021 01:10 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 229 | $379.85 | $86,985.65 |
DisclosureSEC source: 0000896878-21-000011 · edgar.xml · nonDerivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,926 Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 01:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000011 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,155 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.