Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | EVP, Consumer Group | April 01, 2022 | April 04, 2022 |
| QUALCOMM INC/DEQCOM · Entity 2852 | Director | March 09, 2025 | March 10, 2025 |
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 April 01, 2022 · Filed April 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,639 |
Ending reported balance
After 2022-04-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2022-04-01 · Exercise / conversion · Acquired 361 · Balance 11,119 Row 2 · 2022-04-01 · Exercise / conversion · Acquired 499 · Balance 11,618 Row 3 · 2022-04-01 · Exercise / conversion · Acquired 489 · Balance 12,107 Row 4 · 2022-04-01 · Tax withholding · Disposed 468 · Balance 11,639 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 361 |
Reported balance
After 2022-04-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-04-01 · Exercise / conversion · Disposed 361 · Balance 361 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 | 2,498 |
Reported balance
After 2022-04-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-04-01 · Exercise / conversion · Disposed 499 · Balance 2,498 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 | 4,396 |
Reported balance
After 2022-04-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-04-01 · Exercise / conversion · Disposed 489 · Balance 4,396 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.
QUALCOMM INC/DE
Report date March 09, 2025 · Filed March 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,048 |
Reported balance
After 2025-03-09 transaction · row 1
1 source rowRow 1 · 2025-03-09 · Exercise / conversion · Acquired 1,901 · Balance 5,048 F1: Represents the settlement of Annual Deferred Stock Units granted to the recipient on March 9, 2022. |
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 3,938.3647 |
Reported balance
After 2025-03-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-03-09 · Exercise / conversion · Disposed 1,901.0354 · Balance 3,938.3647 F2: Each Deferred Stock Unit represents a right to receive one share of the Company's common stock. F3: Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the settlement of Annual Deferred Stock Units granted to the recipient on March 9, 2022.
F2: Each Deferred Stock Unit represents a right to receive one share of the Company's common stock.
F3: Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control.
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 09, 2025 Filed Mar 10, 2025 20:30 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionDeferred Stock Unit · Derivative | 1,901.0354 | $0.00 | $0.00 |
DisclosureSEC source: 0001888316-25-000014 · edgardoc.xml · derivative · entry 2 Johnson Gregory N · CIK 0001503870 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,938.3647 Underlying: Common Stock · 1,901.0354 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: Each Deferred Stock Unit represents a right to receive one share of the Company's common stock. F3 · derivative.exercise_date: Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control. F3 · derivative.expiration_date: Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control. Read SEC document |
| March 09, 2025 Filed Mar 10, 2025 20:30 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 1,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001888316-25-000014 · edgardoc.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,048 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 · kind: Represents the settlement of Annual Deferred Stock Units granted to the recipient on March 9, 2022. Read SEC document |
| March 10, 2024 Filed Mar 11, 2024 21:09 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionDeferred Stock Unit · Derivative | 2,056.6383 | $0.00 | $0.00 |
DisclosureSEC source: 0001888316-24-000028 · edgardoc.xml · derivative · entry 2 Johnson Gregory N · CIK 0001503870 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,726.0743 Underlying: Common Stock · 2,056.6383 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: Each Deferred Stock Unit represents a right to receive one share of the Company's common stock. F3 · derivative.exercise_date: Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control. F3 · derivative.expiration_date: Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control. Read SEC document |
| March 10, 2024 Filed Mar 11, 2024 21:09 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 2,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001888316-24-000028 · edgardoc.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,147 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 · kind: Represents the settlement of Annual Deferred Stock Units granted to the recipient on March 10, 2021. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 21:43 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | GrantDeferred Stock Unit · Derivative | 1,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001888316-24-000018 · edgardoc.xml · derivative · entry 1 Johnson Gregory N · CIK 0001503870 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,772.338 Underlying: Common Stock · 1,624 shares Expires not disclosed F1 · security: Represents the grant of Annual Deferred Stock Units to Directors pursuant to the Qualcomm Incorporated 2024 Director Compensation Plan. F2 · derivative.exercise_price: Each Deferred Stock Unit represents a right to receive one share of the Company's common stock. F3 · derivative.exercise_date: Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control. F3 · derivative.expiration_date: Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control. Read SEC document |
| March 10, 2023 Filed Mar 13, 2023 22:47 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionDeferred Stock Unit · Derivative | 1,091.5467 | $0.00 | $0.00 |
DisclosureSEC source: 0001888316-23-000025 · edgardoc.xml · derivative · entry 2 Johnson Gregory N · CIK 0001503870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,004.412 Underlying: Common Stock · 1,091.5467 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: Each Deferred Stock Unit represents a right to receive one share of the Company's common stock. F3 · derivative.exercise_date: Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock in accordance with the grant agreement on the earlier of (1) March 10, 2023, (2) death, (3) disability, or (4) a change in control. F3 · derivative.expiration_date: Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock in accordance with the grant agreement on the earlier of (1) March 10, 2023, (2) death, (3) disability, or (4) a change in control. Read SEC document |
| March 10, 2023 Filed Mar 13, 2023 22:47 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | Exercise / conversionCommon Stock | 1,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001888316-23-000025 · edgardoc.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,091 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 · kind: Represents the settlement of Annual Deferred Stock Units granted to the recipient on November 18, 2020. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:24 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | GrantDeferred Stock Unit · Derivative | 2,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001888316-23-000017 · edgardoc.xml · derivative · entry 1 Johnson Gregory N · CIK 0001503870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,089.3847 Underlying: Common Stock · 2,203 shares Expires not disclosed F1 · security: Represents the grant of Annual Deferred Stock Units to Directors pursuant to the Qualcomm Incorporated 2023 Director Compensation Plan. F2 · derivative.exercise_price: Each Deferred Stock Unit represents a right to receive one share of the Company's common stock. F3 · derivative.exercise_date: Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control. F3 · derivative.expiration_date: Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 19:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009368 · form4.xml · derivative · entry 7 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,396 Underlying: Common Stock · 489 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 19:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009368 · form4.xml · derivative · entry 6 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,498 Underlying: Common Stock · 499 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 19:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009368 · form4.xml · derivative · entry 5 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361 Underlying: Common Stock · 361 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 19:09 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 468 | $483.93 | $226,479.24 |
DisclosureSEC source: 0001062993-22-009368 · form4.xml · nonDerivative · entry 4 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,639 Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 19:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009368 · form4.xml · nonDerivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,107 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, 2022 Filed Apr 4, 2022 19:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009368 · form4.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,618 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. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 19:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009368 · form4.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,119 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 09, 2022 Filed Mar 11, 2022 21:09 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | GrantDeferred Stock Unit · Derivative | 1,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001888316-22-000016 · edgardoc.xml · derivative · entry 1 Johnson Gregory N · CIK 0001503870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,783.0364 Underlying: Common Stock · 1,774 shares Expires not disclosed F1 · security: Represents the grant of Annual Deferred Stock Units to Directors pursuant to the Qualcomm Incorporated 2022 Director Compensation Plan. F2 · derivative.exercise_price: Each Deferred Stock Unit represents a right to receive one share of the Company's common stock. F3 · derivative.exercise_date: Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control. F3 · derivative.expiration_date: Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000385 · form4.xml · derivative · entry 7 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,885 Underlying: Common Stock · 488 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000385 · form4.xml · derivative · entry 6 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,997 Underlying: Common Stock · 499 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000385 · form4.xml · derivative · entry 5 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 722 Underlying: Common Stock · 360 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:12 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 669 | $650.00 | $434,850.00 |
DisclosureSEC source: 0001062993-22-000385 · form4.xml · nonDerivative · entry 4 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,758 Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000385 · form4.xml · nonDerivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,427 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000385 · form4.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,939 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 |
| December 31, 2021 Filed Jan 4, 2022 23:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000385 · form4.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,440 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000253 · edgar.xml · derivative · entry 7 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,373 Underlying: Common Stock · 488 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000253 · edgar.xml · derivative · entry 6 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,496 Underlying: Common Stock · 500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000253 · edgar.xml · derivative · entry 5 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,082 Underlying: Common Stock · 361 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:46 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 669 | $543.97 | $363,915.93 |
DisclosureSEC source: 0000896878-21-000253 · edgar.xml · nonDerivative · entry 4 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,080 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000253 · edgar.xml · nonDerivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,749 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000253 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,261 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000253 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,761 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, 2021 Filed Sep 3, 2021 01:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit -performance-based vesting · Derivative | 15,443 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000226 · edgar.xml · derivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,443 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 · shares: Represents the awarded and vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives. F3 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units (performance-based vesting). F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 01:04 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 7,659 | $563.13 | $4,313,012.67 |
DisclosureSEC source: 0000896878-21-000226 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,400 Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 01:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 15,443 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000226 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,059 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 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,955 | $0.00 Strike: $107.25 | $0.00 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · derivative · entry 19 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,955 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. F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F19 · derivative.exercise_date: Represents final vesting date for stock options under this award. Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 837 | $555.97 | $465,346.89 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 18 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,616 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F18 · price: This transaction was executed in multiple trades ranging from $555.63 to $556.62. 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 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,331 | $554.64 | $738,226.37 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 17 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,453 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F17 · price: This transaction was executed in multiple trades ranging from $554.42 to $555.00. 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 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,419 | $553.97 | $786,083.71 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 16 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,784 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F16 · price: This transaction was executed in multiple trades ranging from $553.23 to $554.21. 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 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,084 | $552.56 | $598,979.92 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 15 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,203 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F15 · price: This transaction was executed in multiple trades ranging from $552.16 to $552.91. 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 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,276 | $552.06 | $704,431.75 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 14 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,287 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F14 · price: This transaction was executed in multiple trades ranging from $551.07 to $552.06. 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 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,195 | $549.13 | $656,206.41 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 13 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,563 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F13 · price: This transaction was executed in multiple trades ranging from $548.90 to $549.75. 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 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 429 | $548.31 | $235,224.52 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 12 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,758 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F12 · price: This transaction was executed in multiple trades ranging from $547.88 to $548.81. 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 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 317 | $547.30 | $173,492.55 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 11 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,187 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F11 · price: This transaction was executed in multiple trades ranging from $546.88 to $547.70. 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 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 740 | $555.96 | $411,410.40 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 10 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,504 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F10 · price: This transaction was executed in multiple trades ranging from $555.62 to $556.42. 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 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,172 | $554.65 | $650,050.39 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 9 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,244 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F9 · price: This transaction was executed in multiple trades ranging from $554.35 to $555.31. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,244 | $553.98 | $689,149.01 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 8 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,416 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F8 · price: This transaction was executed in multiple trades ranging from $553.32 to $554.30. 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 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,045 | $552.52 | $577,385.28 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 7 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,660 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F7 · price: This transaction was executed in multiple trades ranging from $552.05 to $552.90. 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 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,042 | $551.34 | $574,496.18 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 6 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,705 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F6 · price: This transaction was executed in multiple trades ranging from $550.96 to $551.95. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 69 | $549.46 | $37,912.55 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 5 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,747 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F5 · price: This transaction was executed in multiple trades ranging from $549.42 to $549.62. 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 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,185 | $549.01 | $650,581.59 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 4 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,816 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F4 · price: This transaction was executed in multiple trades ranging from $548.33 to $549.26. 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 |
| August 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 364 | $547.71 | $199,367.86 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,001 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F3 · price: This transaction was executed in multiple trades ranging from $547.31 to $548.22. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. 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.