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 |
|---|---|---|---|---|---|---|
| August 15, 2017 Filed Aug 17, 2017 20:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 122 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000112 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,959 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 15, 2017 Filed Aug 17, 2017 20:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 122 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000112 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,837 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 20, 2017 Filed Jul 24, 2017 23:40 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 2,622 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000092 · edgar.xml · derivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,622 Underlying: Common Stock · 2,622 shares Expires not disclosed F2 · security: Dividend rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: One-third of the RSUs vest on each of 7/1/2018, 7/1/2019, and 7/1/2020. F5 · derivative.expiration_date: RSUs have no expiration date; they either vest or are canceled prior to the vest date. Read SEC document |
| July 20, 2017 Filed Jul 24, 2017 23:40 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 13,875 | $0.00 Strike: $135.35 | $0.00 |
DisclosureSEC source: 0000896878-17-000092 · edgar.xml · derivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,875 Underlying: Common Stock · 13,875 shares Expires 2024-07-19 F1 · derivative.exercise_date: One-third of the options vest on the one-year anniversary of the drant date, and thereafter 2.778% of the options vest on each monthly anniversary of the first vesting date until 100% vested. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 20:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,236 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000073 · edgar.xml · derivative · entry 7 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,474 Underlying: Common Stock · 1,236 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 vest date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are cancelled prior to vest date. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 20:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000073 · edgar.xml · derivative · entry 6 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569 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 vest date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are cancelled prior to vest date. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 20:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 696 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000073 · 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 · 696 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 vest date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are cancelled prior to vest date. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 20:28 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 941 | $132.81 | $124,974.21 |
DisclosureSEC source: 0000896878-17-000073 · edgar.xml · nonDerivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,715 Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 20:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,236 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000073 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,656 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, 2017 Filed Jul 5, 2017 20:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000073 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,420 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, 2017 Filed Jul 5, 2017 20:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 696 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000073 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 851 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 the following shares acquired by the reporting person through the Intuit Inc. Employee Stock Purchase Plan: 76 shares on 3/15/17 and 79 shares on 6/15/17. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 23:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,959 | $0.00 Strike: $107.25 | $0.00 |
DisclosureSEC source: 0000896878-17-000036 · edgar.xml · derivative · entry 8 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,439 Underlying: Common Stock · 4,959 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. F4 · derivative.exercise_date: One third of the 9,398 stock options awarded under this grant vested on 7/23/2016 and thereafter 2.778% of the options vest on the 23rd of each of the following 24 months. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 23:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,905 | $0.00 Strike: $82.59 | $0.00 |
DisclosureSEC source: 0000896878-17-000036 · edgar.xml · derivative · entry 7 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,614 Underlying: Common Stock · 2,905 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. F3 · derivative.exercise_date: One third of the 11,619 stock options awarded under this grant vested on 7/24/2015 and thereafter 2.778% of the options vest on the 24th of each of the following 24 months. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 23:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 694 | $0.00 Strike: $72.72 | $0.00 |
DisclosureSEC source: 0000896878-17-000036 · edgar.xml · derivative · entry 6 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 694 shares Expires 2021-02-10 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 the date the stock options awarded under this grant were fully vested. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 23:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 93 | $125.27 | $11,650.37 |
DisclosureSEC source: 0000896878-17-000036 · edgar.xml · nonDerivative · entry 5 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 23:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 8,558 | $125.24 | $1,071,780.81 |
DisclosureSEC source: 0000896878-17-000036 · edgar.xml · nonDerivative · entry 4 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93 F1 · price: This transaction was executed in multiple trades ranging from $125.21 to $125.29. 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 02, 2017 Filed Mar 3, 2017 23:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4,959 | $107.25 | $531,852.75 |
DisclosureSEC source: 0000896878-17-000036 · edgar.xml · nonDerivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,651 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 02, 2017 Filed Mar 3, 2017 23:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2,905 | $82.59 | $239,923.95 |
DisclosureSEC source: 0000896878-17-000036 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,692 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 02, 2017 Filed Mar 3, 2017 23:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 694 | $72.72 | $50,467.68 |
DisclosureSEC source: 0000896878-17-000036 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 787 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 |
| February 01, 2017 Filed Feb 3, 2017 00:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000022 · edgar.xml · derivative · entry 3 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 this traunch of restricted stock units from grant of 2/1/2014. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date(s). Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 00:12 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 74 | $117.71 | $8,710.54 |
DisclosureSEC source: 0000896878-17-000022 · edgar.xml · nonDerivative · entry 2 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93 Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 00:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000022 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167 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 21, 2016 Filed Nov 22, 2016 21:28 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,718 | $115.47 | $198,382.96 |
DisclosureSEC source: 0000896878-16-000322 · 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 F2 · price: This transaction was executed in multiple trades ranging from $115.46 to $115.4777. 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 |
| November 21, 2016 Filed Nov 22, 2016 21:28 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 174 | $115.48 | $20,094.32 |
DisclosureSEC source: 0000896878-16-000322 · edgar.xml · nonDerivative · entry 1 FLOURNOY MARK J · CIK 0001240237 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,718 F1 · balance_after: Includes 85 shares acquired by the reporting person on 9/15/2016 through the Intuit Inc. Employee Stock Purchase Plan. 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.