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, 2020 Filed Jan 5, 2021 01:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000011 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,052 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 / conversionCommon Stock | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000011 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,885 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 18, 2020 Filed Dec 22, 2020 01:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Unit) · Derivative | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000239 · edgar.xml · derivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91 Underlying: Common Stock · 4 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: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). 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. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 01:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based · Derivative | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000239 · edgar.xml · derivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,611 Underlying: Common Stock · 11 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 18, 2020 Filed Dec 22, 2020 01:19 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 15 | $380.11 | $5,701.65 |
DisclosureSEC source: 0000896878-20-000239 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,697 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 01:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000239 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,712 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 18, 2020 Filed Dec 22, 2020 01:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000239 · 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 |
| October 01, 2020 Filed Oct 5, 2020 17:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000194 · edgar.xml · derivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,832 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 are are cancelled prior to vesting date. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 187 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000194 · edgar.xml · derivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,313 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 are are cancelled prior to vesting date. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:14 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 176 | $332.34 | $58,491.84 |
DisclosureSEC source: 0000896878-20-000194 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,697 Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000194 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,873 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 187 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000194 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,707 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 01, 2020 Filed Sep 3, 2020 16:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,240 | $0.00 Strike: $135.35 | $0.00 |
DisclosureSEC source: 0000896878-20-000166 · 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 · 4,240 shares Expires 2024-07-19 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_date: Represents final vesting date for this grant. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 16:48 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,435 | $346.59 | $497,362.25 |
DisclosureSEC source: 0000896878-20-000166 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,520 Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 16:48 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 4,240 | $346.49 | $1,469,117.60 |
DisclosureSEC source: 0000896878-20-000166 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,955 Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 16:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4,240 | $135.35 | $573,884.00 |
DisclosureSEC source: 0000896878-20-000166 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,195 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 30, 2020 Filed Aug 3, 2020 19:50 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units - performance-based vesting · Derivative | 1,622 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000101 · edgar.xml · derivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,622 Underlying: Common Stock · 1,622 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F6 · shares: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2023. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. Common Stock. F7 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units - performance-based vesting. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 19:50 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 823 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000101 · edgar.xml · derivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 823 Underlying: Common Stock · 823 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents first vesting date for these restricted stock units. 12.5% of the restricted stock units vest on 12/31/2020; thereafter 6.25% of the restricted stock units vest on each of April 1, July 1, October 1, and December 31 until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 19:50 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,340 | $0.00 Strike: $303.94 | $0.00 |
DisclosureSEC source: 0000896878-20-000101 · edgar.xml · derivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,340 Underlying: Common Stock · 3,340 shares Expires 2027-07-29 F1 · derivative.exercise_date: Represents first vesting date for this award. 25% of the stock options awarded vest on 7/30/2021 and thereafter 2 1/12% will vest on each monthly anniversary such that the award is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 666 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000082 · edgar.xml · derivative · entry 7 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,998 Underlying: Common Stock · 666 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000082 · edgar.xml · derivative · entry 6 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 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 vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 874 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000082 · edgar.xml · derivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 874 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:34 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 600 | $302.58 | $181,548.00 |
DisclosureSEC source: 0000896878-20-000082 · edgar.xml · nonDerivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,955 Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 666 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000082 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,555 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000082 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,889 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 874 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000082 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,701 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 18:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 187 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000040 · edgar.xml · derivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Acctg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,688 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 |
| April 01, 2020 Filed Apr 3, 2020 18:36 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 68 | $218.12 | $14,832.16 |
DisclosureSEC source: 0000896878-20-000040 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Acctg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,827 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 18:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 187 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000040 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Acctg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,895 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 188 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000427 · doc1.xml · derivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,875 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 this tranche of restricted stock units granted on 7/26/2018. F3 · derivative.expiration_date: Restricted stock units do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:50 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 94 | $261.93 | $24,621.42 |
DisclosureSEC source: 0001567619-20-000427 · doc1.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,708 Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000427 · doc1.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,802 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:39 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 187 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000163 · edgar.xml · derivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,063 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 granted on 7/26/2018. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:39 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 93 | $264.30 | $24,579.90 |
DisclosureSEC source: 0000896878-19-000163 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,614 Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:39 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 187 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000163 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,707 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 29, 2019 Filed Sep 3, 2019 19:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,313 | $0.00 Strike: $135.25 | $0.00 |
DisclosureSEC source: 0001567619-19-017773 · doc1.xml · derivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,240 Underlying: Common Stock · 2,313 shares Expires 2024-07-19 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. F3 · derivative.exercise_date: One third of the 13,875 options granted on 7/20/2017 vested on the one-year anniversary of the grant date, and thereafter 2.778% of the options vest on each monthly anniversary of the first vesting date until the award is fully vested. Read SEC document |
| August 29, 2019 Filed Sep 3, 2019 19:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,021 | $0.00 Strike: $113.19 | $0.00 |
DisclosureSEC source: 0001567619-19-017773 · doc1.xml · derivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,021 shares Expires 2023-07-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Represents final vest date for this award. Read SEC document |
| August 29, 2019 Filed Sep 3, 2019 19:55 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 6,854 | $286.33 | $1,962,494.17 |
DisclosureSEC source: 0001567619-19-017773 · doc1.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $286.00 and the highest price at which shares were sold was $286.55. The reporting person undertakes to provide upon request to the staff of the Securities Exchange Commission, the issuer or its stockholders, full information regarding the total number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 29, 2019 Filed Sep 3, 2019 19:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2,313 | $135.35 | $313,064.55 |
DisclosureSEC source: 0001567619-19-017773 · doc1.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,854 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 29, 2019 Filed Sep 3, 2019 19:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3,021 | $113.19 | $341,946.99 |
DisclosureSEC source: 0001567619-19-017773 · doc1.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,541 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 25, 2019 Filed Jul 29, 2019 22:25 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 2,664 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000117 · edgar.xml · derivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,664 Underlying: Common Stock · 2,664 shares Expires not disclosed F1 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: 25% of the restricted stock units will vest on 7/1/2020; thereafter 6.25% of the restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date 7/1/2020, until the award is fully vested. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000095 · edgar.xml · derivative · entry 7 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,250 Underlying: Common Stock · 750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 874 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000095 · edgar.xml · derivative · entry 6 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874 Underlying: Common Stock · 874 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,237 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000095 · edgar.xml · derivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,237 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,341 | $264.20 | $354,292.20 |
DisclosureSEC source: 0000896878-19-000095 · edgar.xml · nonDerivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,520 Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000095 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,861 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 874 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000095 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,111 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,237 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000095 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,237 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 22:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,313 | $0.00 Strike: $135.35 | $0.00 |
DisclosureSEC source: 0000896878-19-000055 · edgar.xml · derivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,553 Underlying: Common Stock · 2,313 shares Expires 2024-07-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Represents most recent vesting date for options exercised in this transaction. Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 22:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,626 | $0.00 Strike: $113.19 | $0.00 |
DisclosureSEC source: 0000896878-19-000055 · edgar.xml · derivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,021 Underlying: Common Stock · 3,626 shares Expires 2023-07-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Represents most recent vesting date for options exercised in this transaction. 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.