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 |
|---|---|---|---|---|---|---|
| August 26, 2021 Filed Aug 30, 2021 19:08 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 94 | $547.04 | $51,421.32 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,365 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2021. F2 · price: This transaction was executed in multiple trades ranging from $546.25 to $547.11. 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 | Exercise / conversionCommon Stock | 6,955 | $107.25 | $745,923.75 |
DisclosureSEC source: 0000896878-21-000211 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,459 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. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 22:38 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit - performance based vesting · Derivative | 10,286 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000166 · edgar.xml · derivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,286 Underlying: Common Stock · 10,286 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1 for 1 F6 · shares: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives; the awarded units will vest on 9/1/2024. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F7 · derivative.exercise_date: Represents vesting date for restricted stock units - performance based vesting. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 22:38 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 5,234 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000166 · edgar.xml · derivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,234 Underlying: Common Stock · 5,234 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1 for 1 F4 · derivative.exercise_date: Repesents first vesting date for these restricted stock units. 25% of the restricted stock units will vest on 7/1/2022; thereafter 6.25% of the restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date 7/1/2022, until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 22:38 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 22,512 | $0.00 Strike: $525.51 | $0.00 |
DisclosureSEC source: 0000896878-21-000166 · edgar.xml · derivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,512 Underlying: Common Stock · 22,512 shares Expires 2028-07-28 F1 · derivative.exercise_date: Represents first vesting date for this stock option grant. 25% of the stock options granted will vest on 7/29/2022 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,954 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000147 · edgar.xml · derivative · entry 7 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,861 Underlying: Common Stock · 1,954 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000147 · edgar.xml · derivative · entry 6 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,996 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 and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000147 · edgar.xml · derivative · entry 5 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,443 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 and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:20 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,197 | $491.05 | $587,786.85 |
DisclosureSEC source: 0000896878-21-000147 · edgar.xml · nonDerivative · entry 4 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,504 Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,954 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000147 · edgar.xml · nonDerivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,701 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000147 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,747 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000147 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,248 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 23:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000080 · edgar.xml · derivative · entry 5 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,495 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 tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 23:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000080 · edgar.xml · derivative · entry 4 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,803 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 tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 23:00 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 298 | $395.23 | $117,778.54 |
DisclosureSEC source: 0000896878-21-000080 · edgar.xml · nonDerivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,888 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 23:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000080 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,186 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 23:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000080 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,686 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 10, 2021 Filed Mar 11, 2021 23:19 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | GrantDeferred Stock Unit · Derivative | 1,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001205233-21-000009 · edgardoc.xml · derivative · entry 1 Johnson Gregory N · CIK 0001503870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,962.5034 Underlying: Common Stock · 1,922 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit represents a right to receive one share of the Company's common stock. F2 · 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. F2 · 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, 2020 Filed Jan 5, 2021 01:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000012 · edgar.xml · derivative · entry 5 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,995 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, 2020 Filed Jan 5, 2021 01:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000012 · edgar.xml · derivative · entry 4 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,164 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, 2020 Filed Jan 5, 2021 01:12 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 427 | $379.85 | $162,195.95 |
DisclosureSEC source: 0000896878-21-000012 · edgar.xml · nonDerivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,325 Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 01:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000012 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,752 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 01:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000012 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,253 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 18, 2020 Filed Nov 19, 2020 21:39 UTC | QUALCOMM INC/DE QCOM · Entity 2852 | GrantDeferred Stock Unit · Derivative | 1,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001205233-20-000077 · edgardoc.xml · derivative · entry 1 Johnson Gregory N · CIK 0001503870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,036 Underlying: Common Stock · 1,036 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit represents a right to receive one share of the Company's common stock. F2 · 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. F2 · 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 |
| October 01, 2020 Filed Oct 5, 2020 17:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000196 · edgar.xml · derivative · entry 5 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,494 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 this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest are are cancelled prior to vesting date. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000196 · edgar.xml · derivative · entry 4 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,524 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 tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest are are cancelled prior to vesting date. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:19 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 427 | $332.34 | $141,909.18 |
DisclosureSEC source: 0000896878-20-000196 · edgar.xml · nonDerivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,893 Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000196 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,321 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000196 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,821 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 02, 2020 Filed Sep 3, 2020 16:57 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 649 | $350.33 | $227,365.01 |
DisclosureSEC source: 0000896878-20-000170 · edgar.xml · nonDerivative · entry 6 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,460 F4 · price: This transaction was executed in multiple trades ranging from $350.12 to $350.47. 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 02, 2020 Filed Sep 3, 2020 16:57 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,014 | $349.45 | $1,053,231.75 |
DisclosureSEC source: 0000896878-20-000170 · edgar.xml · nonDerivative · entry 5 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,109 F3 · price: This transaction was executed in multiple trades ranging from $348.87 to $349.85. 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 02, 2020 Filed Sep 3, 2020 16:57 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 200 | $350.42 | $70,084.06 |
DisclosureSEC source: 0000896878-20-000170 · edgar.xml · nonDerivative · entry 4 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,123 F2 · price: This transaction was executed in multiple trades ranging from $350.41 to $350.43. 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 02, 2020 Filed Sep 3, 2020 16:57 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 5,998 | $349.50 | $2,096,326.79 |
DisclosureSEC source: 0000896878-20-000170 · edgar.xml · nonDerivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,323 F1 · price: This transaction was executed in multiple trades ranging from $349.31 to $350.28. 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 01, 2020 Filed Sep 3, 2020 16:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 12,297 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000170 · edgar.xml · derivative · entry 7 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,297 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. F5 · derivative.exercise_price: 1-for-1 F6 · 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. F7 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units (performance-based vesting). F8 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 16:57 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 6,099 | $347.18 | $2,117,450.82 |
DisclosureSEC source: 0000896878-20-000170 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,321 Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 16:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 12,297 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000170 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,420 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 |
| August 27, 2020 Filed Aug 31, 2020 21:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 803 | $0.00 Strike: $82.59 | $0.00 |
DisclosureSEC source: 0000896878-20-000156 · edgar.xml · derivative · entry 7 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 803 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 |
| August 27, 2020 Filed Aug 31, 2020 21:02 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 16 | $344.38 | $5,510.08 |
DisclosureSEC source: 0000896878-20-000156 · edgar.xml · nonDerivative · entry 6 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,123 Read SEC document |
| August 27, 2020 Filed Aug 31, 2020 21:02 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,848 | $342.58 | $633,090.80 |
DisclosureSEC source: 0000896878-20-000156 · edgar.xml · nonDerivative · entry 5 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,139 F2 · price: This transaction was executed in multiple trades ranging from $342.26 to $343.21. 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 27, 2020 Filed Aug 31, 2020 21:02 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2 | $340.24 | $680.48 |
DisclosureSEC source: 0000896878-20-000156 · edgar.xml · nonDerivative · entry 4 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,987 Read SEC document |
| August 27, 2020 Filed Aug 31, 2020 21:02 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 400 | $339.23 | $135,690.00 |
DisclosureSEC source: 0000896878-20-000156 · edgar.xml · nonDerivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,989 F1 · price: This transaction was executed in multiple trades ranging from $339.06 to $339.38. 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 27, 2020 Filed Aug 31, 2020 21:02 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 803 | $341.84 | $274,497.52 |
DisclosureSEC source: 0000896878-20-000156 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,389 Read SEC document |
| August 27, 2020 Filed Aug 31, 2020 21:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 803 | $82.59 | $66,319.77 |
DisclosureSEC source: 0000896878-20-000156 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,192 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 19:57 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units - performance-based vesting · Derivative | 15,403 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000105 · edgar.xml · derivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,403 Underlying: Common Stock · 15,403 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F6 · shares: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2023. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. Common Stock. F7 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units - performance-based vesting. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 19:57 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 7,815 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000105 · edgar.xml · derivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,815 Underlying: Common Stock · 7,815 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents first vesting date for these restricted stock units. 25% of the restricted stock units vest on 7/1/2021; thereafter 6.25% of the restricted stock units vest on each of October 1, December 31, April 1, and July 1 until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 19:57 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 31,729 | $0.00 Strike: $303.94 | $0.00 |
DisclosureSEC source: 0000896878-20-000105 · edgar.xml · derivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,729 Underlying: Common Stock · 31,729 shares Expires 2027-07-29 F1 · derivative.exercise_date: Represents first vesting date for this award. 25% of the stock options awarded vest on 7/30/2021 and thereafter 2 1/12% will vest on each monthly anniversary such that the award is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:43 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,998 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000088 · edgar.xml · derivative · entry 7 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,993 Underlying: Common Stock · 1,998 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:43 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000088 · edgar.xml · derivative · entry 6 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,885 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 and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:43 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,232 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000088 · edgar.xml · derivative · entry 5 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,232 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting and release date for restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:43 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,325 | $302.58 | $400,918.50 |
DisclosureSEC source: 0000896878-20-000088 · edgar.xml · nonDerivative · entry 4 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,389 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.