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 |
|---|---|---|---|---|---|---|
| July 01, 2024 Filed Jul 4, 2024 00:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019283 · form4-07042024_120705.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,551.3502 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 2.738 shares acquired by the reporting person on 6/15/2024 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:49 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-015392 · form4-06042024_080612.xml · derivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 579 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. F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. The award vests in substantially equal increments on March 1, June 1, September 1 and December 1, until the award is fully vested on December 1, 2025. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:49 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 34 | $576.44 | $19,598.96 |
DisclosureSEC source: 0001415889-24-015392 · form4-06042024_080612.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,506.6122 Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:49 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-015392 · form4-06042024_080612.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,540.6122 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, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007830 · form4.xml · derivative · entry 11 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 941 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. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for 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 |
| April 01, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007830 · form4.xml · derivative · entry 10 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 374 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. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for 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 |
| April 01, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007830 · form4.xml · derivative · entry 9 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348 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 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 |
| April 01, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007830 · form4.xml · derivative · entry 8 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42 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. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for 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 |
| April 01, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007830 · form4.xml · derivative · entry 7 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62 Underlying: Common Stock · 62 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 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 |
| April 01, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 113 | $639.84 | $72,301.92 |
DisclosureSEC source: 0001062993-24-007830 · form4.xml · nonDerivative · entry 6 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,443.6122 Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007830 · form4.xml · nonDerivative · entry 5 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,556.6122 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, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007830 · form4.xml · nonDerivative · entry 4 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,452.6122 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, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007830 · form4.xml · nonDerivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,411.6122 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, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007830 · form4.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,341.6122 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, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007830 · form4.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,300.6122 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 2.613 shares acquired by the reporting person on 3/15/2024 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 23:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-005275 · form4.xml · derivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 676 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. 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 the vest date. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 23:06 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 40 | $666.52 | $26,660.80 |
DisclosureSEC source: 0001062993-24-005275 · form4.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,235.9992 Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 23:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-005275 · form4.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,275.9992 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 00:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 745 | $655.13 | $488,071.85 |
DisclosureSEC source: 0001062993-24-004663 · form4.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,179.9992 Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 02:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 105 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000072 · form4.xml · derivative · entry 11 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,045 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 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 |
| December 31, 2023 Filed Jan 3, 2024 02:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000072 · form4.xml · derivative · entry 10 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 415 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 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 |
| December 31, 2023 Filed Jan 3, 2024 02:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000072 · form4.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 · 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 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 |
| December 31, 2023 Filed Jan 3, 2024 02:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000072 · form4.xml · derivative · entry 8 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83 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. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for 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 |
| December 31, 2023 Filed Jan 3, 2024 02:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000072 · form4.xml · derivative · entry 7 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124 Underlying: Common Stock · 62 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 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 |
| December 31, 2023 Filed Jan 3, 2024 02:18 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 161 | $625.03 | $100,629.83 |
DisclosureSEC source: 0001062993-24-000072 · form4.xml · nonDerivative · entry 6 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,434.9992 Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 02:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 105 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000072 · form4.xml · nonDerivative · entry 5 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,595.9992 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, 2023 Filed Jan 3, 2024 02:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000072 · form4.xml · nonDerivative · entry 4 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,490.9992 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, 2023 Filed Jan 3, 2024 02:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000072 · form4.xml · nonDerivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,448.9992 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, 2023 Filed Jan 3, 2024 02:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000072 · form4.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,378.9992 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, 2023 Filed Jan 3, 2024 02:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000072 · form4.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,337.9992 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 3.049 shares of Intuit Inc. common stock acquired by the reporting person on 12/15/2023 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 21:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021910 · form4.xml · derivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 772 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. 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 the vest date. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 21:10 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 49 | $574.32 | $28,141.68 |
DisclosureSEC source: 0001062993-23-021910 · form4.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,272.9502 Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 21:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021910 · form4.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,321.9502 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, 2023 Filed Oct 4, 2023 16:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018954 · form4.xml · derivative · entry 11 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,150 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. 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 the vest date. Read SEC document |
| October 01, 2023 Filed Oct 4, 2023 16:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018954 · form4.xml · derivative · entry 10 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 457 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. 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 the vest date. Read SEC document |
| October 01, 2023 Filed Oct 4, 2023 16:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018954 · form4.xml · derivative · entry 9 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 488 Underlying: Common Stock · 69 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 the vest date. Read SEC document |
| October 01, 2023 Filed Oct 4, 2023 16:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018954 · form4.xml · derivative · entry 8 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124 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. 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 the vest date. Read SEC document |
| October 01, 2023 Filed Oct 4, 2023 16:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018954 · form4.xml · derivative · entry 7 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186 Underlying: Common Stock · 61 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 the vest date. Read SEC document |
| October 01, 2023 Filed Oct 4, 2023 16:48 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 160 | $510.94 | $81,750.40 |
DisclosureSEC source: 0001062993-23-018954 · form4.xml · nonDerivative · entry 6 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,224.9502 Read SEC document |
| October 01, 2023 Filed Oct 4, 2023 16:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018954 · form4.xml · nonDerivative · entry 5 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,384.9502 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, 2023 Filed Oct 4, 2023 16:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018954 · form4.xml · nonDerivative · entry 4 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,280.9502 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, 2023 Filed Oct 4, 2023 16:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018954 · form4.xml · nonDerivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,239.9502 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, 2023 Filed Oct 4, 2023 16:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018954 · form4.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,170.9502 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, 2023 Filed Oct 4, 2023 16:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018954 · form4.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,129.9502 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 14.544 shares purchased by the reporting person on 9/15/2023 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| September 06, 2023 Filed Sep 7, 2023 22:43 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 550 | $549.42 | $302,181.00 |
DisclosureSEC source: 0001062993-23-017810 · form4.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,054.4062 Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-017698 · form4.xml · derivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 869 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. 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 |
| September 01, 2023 Filed Sep 6, 2023 20:21 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 56 | $549.60 | $30,777.60 |
DisclosureSEC source: 0001062993-23-017698 · form4.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,604.4062 Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-017698 · form4.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,660.4062 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 14, 2023 Filed Aug 15, 2023 23:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units(MSPP Matching Award) · Derivative | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016565 · form4.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 · 19 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 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 and settlement date for Restricted Stock Units (MSPP Matching Award). F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 23:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 19 | $305.54 | $5,805.26 |
DisclosureSEC source: 0001062993-23-016565 · form4.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 · 19 shares Expires 2023-08-14 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: 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); these securities do not expire. 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.