Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | SVP, Chief Accounting Officer | October 01, 2026 | October 05, 2026 |
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 October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,705.9242 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Exercise / conversion · Acquired 97 · Balance 2,705.9242 F1: Includes 24.93 shares acquired by the reporting person on 9/15/2026 through the Intuit Inc. Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | Direct | 2,792.9242 |
Reported balance
After 2026-10-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-10-01 · Exercise / conversion · Acquired 87 · Balance 2,792.9242 |
| Common StockSEC Table I · non-derivative | Direct | 2,872.9242 |
Reported balance
After 2026-10-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-10-01 · Exercise / conversion · Acquired 80 · Balance 2,872.9242 |
| Common StockSEC Table I · non-derivative | Direct | 4,004.9242 |
Reported balance
After 2026-10-01 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-10-01 · Exercise / conversion · Acquired 1,132 · Balance 4,004.9242 |
| Common StockSEC Table I · non-derivative | Direct | 3,269.9292 |
Reported balance
After 2026-10-01 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2026-10-01 · Tax withholding · Disposed 734.995 · Balance 3,269.9292 F2: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 291 |
Reported balance
After 2026-10-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-10-01 · Exercise / conversion · Disposed 97 · Balance 291 F3: 1-for-1 F4: Represents vesting date for this tranche of restricted stock units. F5: 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 | 612 |
Reported balance
After 2026-10-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-10-01 · Exercise / conversion · Disposed 87 · Balance 612 F3: 1-for-1 F4: Represents vesting date for this tranche of restricted stock units. F5: 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 | 880 |
Reported balance
After 2026-10-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-10-01 · Exercise / conversion · Disposed 80 · Balance 880 F3: 1-for-1 F4: Represents vesting date for this tranche of restricted stock units. F5: 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 | 16,982 |
Reported balance
After 2026-10-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-10-01 · Exercise / conversion · Disposed 1,132 · Balance 16,982 F3: 1-for-1 F4: Represents vesting date for this tranche of restricted stock units. F5: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 24.93 shares acquired by the reporting person on 9/15/2026 through the Intuit Inc. Employee Stock Purchase Plan.
F2: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction.
F3: 1-for-1
F4: Represents vesting date for this tranche of restricted stock units.
F5: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 01, 2025 Filed Oct 2, 2025 22:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 87 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043857 · wk-form4_1759443292.xml · derivative · entry 9 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 961 Underlying: Common Stock · 87 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 22:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043857 · wk-form4_1759443292.xml · derivative · entry 8 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 679 Underlying: Common Stock · 97 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 22:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043857 · wk-form4_1759443292.xml · derivative · entry 7 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 314 Underlying: Common Stock · 104 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 22:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043857 · wk-form4_1759443292.xml · derivative · entry 6 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125 Underlying: Common Stock · 41 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 22:14 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 163.12 | $682.91 | $111,396.28 |
DisclosureSEC source: 0001628280-25-043857 · wk-form4_1759443292.xml · nonDerivative · entry 5 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,794.4282 F2 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 22:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 87 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043857 · wk-form4_1759443292.xml · nonDerivative · entry 4 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,957.5482 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, 2025 Filed Oct 2, 2025 22:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043857 · wk-form4_1759443292.xml · nonDerivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,870.5482 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, 2025 Filed Oct 2, 2025 22:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043857 · wk-form4_1759443292.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,773.5482 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, 2025 Filed Oct 2, 2025 22:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043857 · wk-form4_1759443292.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,669.5482 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 10.732 shares acquired by the reporting person on 9/15/2025 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 23:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 1,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001911779-25-000009 · wk-form4_1756943622.xml · derivative · entry 6 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,278 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F5 · shares: Represents the awarded and vested units pursuant to the restricted stock units (performance-based vesting) grant related to achievement of certain total shareholder return objectives. F6 · derivative.exercise_date: Represents vesting and release date for restricted stock units (performance-based vesting). F7 · derivative.expiration_date: Restricted stock units (performance-based vesting) do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 23:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001911779-25-000009 · wk-form4_1756943622.xml · derivative · entry 5 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97 Underlying: Common Stock · 96 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 23:53 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 633.635 | $667.00 | $422,634.55 |
DisclosureSEC source: 0001911779-25-000009 · wk-form4_1756943622.xml · nonDerivative · entry 4 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,617.8162 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 23:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001911779-25-000009 · wk-form4_1756943622.xml · nonDerivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,251.4512 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, 2025 Filed Sep 3, 2025 23:53 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 47.597 | $667.00 | $31,747.20 |
DisclosureSEC source: 0001911779-25-000009 · wk-form4_1756943622.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 973.4512 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 23:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001911779-25-000009 · wk-form4_1756943622.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,021.0482 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 12, 2025 Filed Aug 14, 2025 22:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001911779-25-000007 · wk-form4_1755210194.xml · derivative · entry 5 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F7 · price: Reporting person was awarded the restricted stock units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F5 · derivative.exercise_date: Represents vesting and settlement date for restricted stock units (MSPP Matching Award). F6 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 22:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 35 | $486.66 | $17,033.10 |
DisclosureSEC source: 0001911779-25-000007 · wk-form4_1755210194.xml · derivative · entry 4 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35 shares Expires 2025-08-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Restricted stock units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F4 · derivative.expiration_date: Represents settlement date for restricted stock units (MSPP Purchased Award). Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 22:23 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 33.885 | $706.09 | $23,925.86 |
DisclosureSEC source: 0001911779-25-000007 · wk-form4_1755210194.xml · nonDerivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 925.0482 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 22:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001911779-25-000007 · wk-form4_1755210194.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 958.9332 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 12, 2025 Filed Aug 14, 2025 22:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001911779-25-000007 · wk-form4_1755210194.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 923.9332 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 08, 2025 Filed Aug 12, 2025 20:21 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Matching Award) · Derivative | 85 | $0.00 | $0.00 |
DisclosureSEC source: 0001911779-25-000005 · wk-form4_1755030093.xml · derivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85 Underlying: Common Stock · 85 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F6 · price: Reporting person was awarded the restricted stock units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F4 · derivative.exercise_date: Represents vesting date for these restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:21 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 85 | $749.00 | $63,665.00 |
DisclosureSEC source: 0001911779-25-000005 · wk-form4_1755030093.xml · derivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85 Underlying: Common Stock · 85 shares Expires 2028-08-08 F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Restricted stock units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F3 · derivative.expiration_date: Represents settlement date for restricted stock units (MSPP Purchased Award). Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 24, 2025 Filed Jul 28, 2025 23:13 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 2,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-036255 · wk-form4_1753744411.xml · derivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,462 Underlying: Common Stock · 2,462 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 9/1/2028. 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 24, 2025 Filed Jul 28, 2025 23:13 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 1,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-036255 · wk-form4_1753744411.xml · derivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,281 Underlying: Common Stock · 1,281 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: 25% of the restricted stock units will vest on 07/01/2026; thereafter 6.25% of the restricted stock units will vest on each 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 24, 2025 Filed Jul 28, 2025 23:13 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 4,063 | $0.00 Strike: $781.21 | $0.00 |
DisclosureSEC source: 0001628280-25-036255 · wk-form4_1753744411.xml · derivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,063 Underlying: Common Stock · 4,063 shares Expires 2032-07-23 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/24/2026 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, 2025 Filed Jul 3, 2025 20:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034298 · wk-form4_1751576331.xml · derivative · entry 11 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,048 Underlying: Common Stock · 350 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034298 · wk-form4_1751576331.xml · derivative · entry 10 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 776 Underlying: Common Stock · 97 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 105 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034298 · wk-form4_1751576331.xml · derivative · entry 9 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 418 Underlying: Common Stock · 105 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034298 · wk-form4_1751576331.xml · derivative · entry 8 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166 Underlying: Common Stock · 42 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034298 · wk-form4_1751576331.xml · derivative · entry 7 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 70 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:58 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 229.612 | $787.63 | $180,849.30 |
DisclosureSEC source: 0001628280-25-034298 · wk-form4_1751576331.xml · nonDerivative · entry 6 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 888.9332 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034298 · wk-form4_1751576331.xml · nonDerivative · entry 5 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,118.5452 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, 2025 Filed Jul 3, 2025 20:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034298 · wk-form4_1751576331.xml · nonDerivative · entry 4 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 768.5452 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, 2025 Filed Jul 3, 2025 20:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 105 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034298 · wk-form4_1751576331.xml · nonDerivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 671.5452 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, 2025 Filed Jul 3, 2025 20:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034298 · wk-form4_1751576331.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 566.5452 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, 2025 Filed Jul 3, 2025 20:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034298 · wk-form4_1751576331.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 524.5452 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 |
| June 27, 2025 Filed Jun 28, 2025 00:10 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,738.347 | $784.09 | $1,363,014.76 |
DisclosureSEC source: 0001628280-25-033393 · wk-form4_1751069435.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 454.5452 F1 · price: This transaction was executed in multiple trades ranging from $784.0867 to $784.135. 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. F2 · balance_after: Includes 2.84 shares acquired by the reporting person on 6/15/2025 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 00:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-028927 · wk-form4_1748910747.xml · derivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193 Underlying: Common Stock · 97 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 00:32 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 33.543 | $753.47 | $25,273.64 |
DisclosureSEC source: 0001628280-25-028927 · wk-form4_1748910747.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,190.0482 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 00:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-028927 · wk-form4_1748910747.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,223.5912 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, 2025 Filed Apr 3, 2025 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016562 · wk-form4_1743713200.xml · derivative · entry 9 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 873 Underlying: Common Stock · 97 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016562 · wk-form4_1743713200.xml · derivative · entry 8 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 523 Underlying: Common Stock · 104 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016562 · wk-form4_1743713200.xml · derivative · entry 7 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208 Underlying: Common Stock · 41 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016562 · wk-form4_1743713200.xml · derivative · entry 6 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70 Underlying: Common Stock · 70 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 109.106 | $613.99 | $66,989.99 |
DisclosureSEC source: 0001628280-25-016562 · wk-form4_1743713200.xml · nonDerivative · entry 5 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,126.5912 F2 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016562 · wk-form4_1743713200.xml · nonDerivative · entry 4 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,235.6972 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, 2025 Filed Apr 3, 2025 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016562 · wk-form4_1743713200.xml · nonDerivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,138.6972 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, 2025 Filed Apr 3, 2025 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016562 · wk-form4_1743713200.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,034.6972 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, 2025 Filed Apr 3, 2025 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016562 · wk-form4_1743713200.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,993.6972 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 2.451 shares acquired by the reporting person on 3/15/2025 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009939 · wk-form4_1741124774.xml · derivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290 Underlying: Common Stock · 96 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.