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 |
|---|---|---|---|---|---|---|
| March 12, 2019 Filed Mar 13, 2019 22:01 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 5,939 | $251.18 | $1,491,778.81 |
DisclosureSEC source: 0000896878-19-000055 · edgar.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: This transaction was executed in multiple trades ranging from $251.17 to $251.25. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 22:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2,313 | $135.35 | $313,064.55 |
DisclosureSEC source: 0000896878-19-000055 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,939 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 / conversionCommon Stock | 3,626 | $113.19 | $410,426.94 |
DisclosureSEC source: 0000896878-19-000055 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,626 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 30, 2018 Filed Aug 31, 2018 22:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,009 | $0.00 Strike: $135.35 | $0.00 |
DisclosureSEC source: 0000896878-18-000173 · edgar.xml · derivative · entry 11 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,866 Underlying: Common Stock · 5,009 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 this grant. Read SEC document |
| August 30, 2018 Filed Aug 31, 2018 22:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,812 | $0.00 Strike: $113.19 | $0.00 |
DisclosureSEC source: 0000896878-18-000173 · edgar.xml · derivative · entry 10 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,647 Underlying: Common Stock · 1,812 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 this grant. Read SEC document |
| August 30, 2018 Filed Aug 31, 2018 22:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 523 | $0.00 Strike: $107.25 | $0.00 |
DisclosureSEC source: 0000896878-18-000173 · edgar.xml · derivative · entry 9 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 523 shares Expires 2022-07-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 30, 2018 Filed Aug 31, 2018 22:36 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,899 | $218.77 | $415,441.00 |
DisclosureSEC source: 0000896878-18-000173 · edgar.xml · nonDerivative · entry 8 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 30, 2018 Filed Aug 31, 2018 22:36 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 49 | $218.62 | $10,712.48 |
DisclosureSEC source: 0000896878-18-000173 · edgar.xml · nonDerivative · entry 7 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,899 Read SEC document |
| August 30, 2018 Filed Aug 31, 2018 22:36 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 5,009 | $218.98 | $1,096,890.86 |
DisclosureSEC source: 0000896878-18-000173 · edgar.xml · nonDerivative · entry 6 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,948 F1 · price: This transaction was executed in multiple trades ranging from $218.96 to $219.03. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 30, 2018 Filed Aug 31, 2018 22:36 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,812 | $218.84 | $396,533.55 |
DisclosureSEC source: 0000896878-18-000173 · edgar.xml · nonDerivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,957 Read SEC document |
| August 30, 2018 Filed Aug 31, 2018 22:36 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 523 | $218.83 | $114,448.09 |
DisclosureSEC source: 0000896878-18-000173 · edgar.xml · nonDerivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,769 Read SEC document |
| August 30, 2018 Filed Aug 31, 2018 22:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 5,009 | $135.35 | $677,968.15 |
DisclosureSEC source: 0000896878-18-000173 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,292 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 |
| August 30, 2018 Filed Aug 31, 2018 22:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,812 | $113.19 | $205,100.28 |
DisclosureSEC source: 0000896878-18-000173 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,283 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 30, 2018 Filed Aug 31, 2018 22:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 523 | $107.25 | $56,091.75 |
DisclosureSEC source: 0000896878-18-000173 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,471 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 19:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000158 · 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 · 190 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award); these securites either vest and settle or are canceled prior to vesting date. F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; these securities either vest and settle or are canceled prior to vesting date. Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 19:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative | 190 | $105.62 | $20,067.80 |
DisclosureSEC source: 0000896878-18-000158 · edgar.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 · 190 shares Expires 2018-08-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award). F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Puchased Award); these securities do not expire. Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 19:06 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 187 | $210.69 | $39,399.03 |
DisclosureSEC source: 0000896878-18-000158 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,948 Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 19:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000158 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,135 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 19:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000158 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,945 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 00:08 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Matching Award) · Derivative | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000148 · edgar.xml · derivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95 Underlying: Common Stock · 95 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F5 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F3 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). F4 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) have no expiration date; these securities either vest or are canceled prior to vesting date. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 00:08 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative | 95 | $211.01 | $20,045.95 |
DisclosureSEC source: 0000896878-18-000148 · edgar.xml · derivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95 Underlying: Common Stock · 95 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F2 · derivative.expiration_date: Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 21:09 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000121 · edgar.xml · derivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires not disclosed F1 · security: Dividend 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 awarded restricted stock units will vest on 7/1/2019 and thereafter 6.25% of the awarded restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date of 7/1/2019, until the award is fully vested.. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 874 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000102 · edgar.xml · derivative · entry 7 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,748 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. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for restricted stock units. 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, 2018 Filed Jul 3, 2018 22:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,237 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000102 · edgar.xml · derivative · entry 6 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,237 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. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for restricted stock units. 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, 2018 Filed Jul 3, 2018 22:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000102 · 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 · 569 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for restricted stock units. 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, 2018 Filed Jul 3, 2018 22:23 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 974 | $204.31 | $198,993.07 |
DisclosureSEC source: 0000896878-18-000102 · edgar.xml · nonDerivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,755 Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 874 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000102 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,729 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,237 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000102 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,855 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000102 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 49 shares acquired by the reporting person on 6/15/2018 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| May 24, 2018 Filed May 25, 2018 22:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,625 | $0.00 Strike: $113.19 | $0.00 |
DisclosureSEC source: 0000896878-18-000083 · edgar.xml · derivative · entry 6 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,459 Underlying: Common Stock · 3,625 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. F4 · derivative.exercise_date: One third of the 21,750 options granted on 7/21/2016 vested on 7/21/2017 and thereafter 2.778% of the options vest on each monthly anniversary of that first vesting date. Read SEC document |
| May 24, 2018 Filed May 25, 2018 22:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,827 | $0.00 Strike: $107.25 | $0.00 |
DisclosureSEC source: 0000896878-18-000083 · edgar.xml · derivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 523 Underlying: Common Stock · 1,827 shares Expires 2022-07-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: One third of the 9,398 options granted on 7/23/2015 vested on 7/23/2016 and thereafter 2.778% of the options vest on each monthly anniversary of that first vesting date. Read SEC document |
| May 24, 2018 Filed May 25, 2018 22:42 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 61 | $197.32 | $12,036.73 |
DisclosureSEC source: 0000896878-18-000083 · edgar.xml · nonDerivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 24, 2018 Filed May 25, 2018 22:42 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 5,452 | $197.16 | $1,074,901.60 |
DisclosureSEC source: 0000896878-18-000083 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61 F2 · price: This transaction was executed in multiple trades ranging from $197.05 to $197.26. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 24, 2018 Filed May 25, 2018 22:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3,625 | $113.19 | $410,313.75 |
DisclosureSEC source: 0000896878-18-000083 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,513 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 24, 2018 Filed May 25, 2018 22:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,827 | $107.25 | $195,945.75 |
DisclosureSEC source: 0000896878-18-000083 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,888 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 61 shares acquired by the reporting person on 3/15/2018 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 01:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 9,666 | $0.00 Strike: $113.19 | $0.00 |
DisclosureSEC source: 0000896878-17-000182 · edgar.xml · derivative · entry 10 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,084 Underlying: Common Stock · 9,666 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. Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 01:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,089 | $0.00 Strike: $107.25 | $0.00 |
DisclosureSEC source: 0000896878-17-000182 · edgar.xml · derivative · entry 9 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,350 Underlying: Common Stock · 2,089 shares Expires 2022-07-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 01:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,614 | $0.00 Strike: $82.59 | $0.00 |
DisclosureSEC source: 0000896878-17-000182 · edgar.xml · derivative · entry 8 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,614 shares Expires 2021-07-23 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 |
| November 28, 2017 Filed Nov 30, 2017 01:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 55 | $155.47 | $8,550.85 |
DisclosureSEC source: 0000896878-17-000182 · edgar.xml · nonDerivative · entry 7 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 01:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 9,666 | $155.58 | $1,503,815.98 |
DisclosureSEC source: 0000896878-17-000182 · edgar.xml · nonDerivative · entry 6 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55 Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 01:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,089 | $155.58 | $325,004.32 |
DisclosureSEC source: 0000896878-17-000182 · edgar.xml · nonDerivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,721 Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 01:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,614 | $155.44 | $250,882.90 |
DisclosureSEC source: 0000896878-17-000182 · edgar.xml · nonDerivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,810 Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 01:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 9,666 | $113.19 | $1,094,094.54 |
DisclosureSEC source: 0000896878-17-000182 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,424 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 |
| November 28, 2017 Filed Nov 30, 2017 01:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2,089 | $107.25 | $224,045.25 |
DisclosureSEC source: 0000896878-17-000182 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,758 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 |
| November 28, 2017 Filed Nov 30, 2017 01:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,614 | $82.59 | $133,300.26 |
DisclosureSEC source: 0000896878-17-000182 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,669 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 55 shares acquired by the reporting person on 9/15/2017 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| September 11, 2017 Filed Sep 12, 2017 17:56 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,713 | $142.31 | $243,779.60 |
DisclosureSEC source: 0000896878-17-000152 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades ranging from $142.30 to $142.32. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 11, 2017 Filed Sep 12, 2017 17:56 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 155 | $142.32 | $22,058.96 |
DisclosureSEC source: 0000896878-17-000152 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,713 Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 20:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 122 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000112 · 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 · 122 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award); these securities either vest and settle or are canceled prior to vesting date. F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; these securities either vest and settle or are canceled prior to vesting date. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 20:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative | 122 | $83.72 | $10,213.84 |
DisclosureSEC source: 0000896878-17-000112 · edgar.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 · 122 shares Expires 2017-08-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award). F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 20:41 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 91 | $137.47 | $12,509.77 |
DisclosureSEC source: 0000896878-17-000112 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,868 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.