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 |
|---|---|---|---|---|---|---|
| July 01, 2020 Filed Jul 3, 2020 00:43 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,998 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000088 · edgar.xml · nonDerivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,714 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:43 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000088 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,716 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:43 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,232 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000088 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,355 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 18:39 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000042 · edgar.xml · derivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,246 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 this traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 18:39 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 125 | $218.12 | $27,265.00 |
DisclosureSEC source: 0000896878-20-000042 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,123 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 18:39 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000042 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,248 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 |
| December 31, 2019 Filed Jan 3, 2020 23:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 361 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000429 · doc1.xml · derivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,606 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 granted on 7/26/2018. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest and settle or are canceled prior to the vesting date. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:51 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 179 | $261.93 | $46,885.47 |
DisclosureSEC source: 0001567619-20-000429 · doc1.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,888 Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000429 · doc1.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,067 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000165 · edgar.xml · derivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,967 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 this traunch of restricted stock units granted on 7/26/2018. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:42 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 179 | $264.30 | $47,309.70 |
DisclosureSEC source: 0000896878-19-000165 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,706 Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000165 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,885 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 05, 2019 Filed Sep 5, 2019 23:40 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 780 | $292.50 | $228,146.57 |
DisclosureSEC source: 0000896878-19-000146 · edgar.xml · nonDerivative · entry 4 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,525 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F5 · price: This transaction was executed in multiple trades ranging from $292.08 to $292.82. 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 05, 2019 Filed Sep 5, 2019 23:40 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 439 | $291.15 | $127,813.75 |
DisclosureSEC source: 0000896878-19-000146 · edgar.xml · nonDerivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,305 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F4 · price: This transaction was executed in multiple trades ranging from $290.84 to $291.42. 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 |
| September 05, 2019 Filed Sep 5, 2019 23:40 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 881 | $290.24 | $255,700.74 |
DisclosureSEC source: 0000896878-19-000146 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,744 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F3 · price: This transaction was executed in multiple trades ranging from $289.84 to $290.71. 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 05, 2019 Filed Sep 5, 2019 23:40 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 400 | $287.98 | $115,193.00 |
DisclosureSEC source: 0000896878-19-000146 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,625 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F2 · price: This transaction was executed in multiple trades ranging from $287.65 to $288.30. 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 |
| September 01, 2019 Filed Sep 3, 2019 23:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 12,227 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000141 · 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 · 12,227 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 date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2019 Filed Sep 3, 2019 23:58 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 6,064 | $288.36 | $1,748,615.04 |
DisclosureSEC source: 0000896878-19-000141 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,025 Read SEC document |
| September 01, 2019 Filed Sep 3, 2019 23:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 12,227 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000141 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,089 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:28 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (performance-based vesting) · Derivative | 16,130 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000119 · edgar.xml · derivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,130 Underlying: Common Stock · 16,130 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 · derivative.exercise_date: 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 9/1/2022. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:28 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 7,991 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000119 · edgar.xml · derivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,991 Underlying: Common Stock · 7,991 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: Provided that a predetermined one year operating goal threshold is achieved, 25% of the restricted stock units will vest on 7/1/2020; thereafter 6.25% of the restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date 7/1/2020, until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:28 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 34,329 | $0.00 Strike: $281.60 | $0.00 |
DisclosureSEC source: 0000896878-19-000119 · edgar.xml · derivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,329 Underlying: Common Stock · 34,329 shares Expires 2026-07-24 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/25/2020 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, 2019 Filed Jul 3, 2019 21:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,442 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000097 · edgar.xml · derivative · entry 7 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,327 Underlying: Common Stock · 1,442 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,231 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000097 · edgar.xml · derivative · entry 6 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,232 Underlying: Common Stock · 1,231 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,473 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000097 · 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 · 1,473 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:20 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,489 | $264.20 | $393,393.80 |
DisclosureSEC source: 0000896878-19-000097 · edgar.xml · nonDerivative · entry 4 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,862 Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,442 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000097 · edgar.xml · nonDerivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,351 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,231 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000097 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,909 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,473 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000097 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,678 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 26, 2018 Filed Nov 28, 2018 23:29 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 100 | $202.02 | $20,202.00 |
DisclosureSEC source: 0000896878-18-000219 · edgar.xml · nonDerivative · entry 3 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,205 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 23:29 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,447 | $201.38 | $492,782.24 |
DisclosureSEC source: 0000896878-18-000219 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,305 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F3 · price: This transaction was executed in multiple trades ranging from $200.98 to $201.64. 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 26, 2018 Filed Nov 28, 2018 23:29 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,482 | $200.40 | $497,397.76 |
DisclosureSEC source: 0000896878-18-000219 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,752 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F2 · price: This transaction was executed in multiple trades ranging from $199.88 to $200.84. 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, 2018 Filed Sep 5, 2018 22:16 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 11,315 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000181 · 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 · 11,315 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 date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 22:16 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 5,610 | $219.47 | $1,231,226.70 |
DisclosureSEC source: 0000896878-18-000181 · edgar.xml · nonDerivative · entry 2 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,234 Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 22:16 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 11,315 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000181 · edgar.xml · nonDerivative · entry 1 Johnson Gregory N · CIK 0001503870 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,844 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.