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 |
|---|---|---|---|---|---|---|
| August 14, 2023 Filed Aug 15, 2023 23:56 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 14 | $505.80 | $7,081.20 |
DisclosureSEC source: 0001062993-23-016565 · 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: 2,564.4062 Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 23:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016565 · 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: 2,578.4062 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 / conversionCommon Stock | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016565 · 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: 2,559.4062 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 |
| July 27, 2023 Filed Jul 31, 2023 23:58 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 3,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015521 · 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: 3,270 Underlying: Common Stock · 3,270 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 9/1/2026. 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 27, 2023 Filed Jul 31, 2023 23:58 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 1,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015521 · form4.xml · derivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,551 Underlying: Common Stock · 1,551 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 7/1/2024; 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 27, 2023 Filed Jul 31, 2023 23:58 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 5,245 | $0.00 Strike: $496.53 | $0.00 |
DisclosureSEC source: 0001062993-23-015521 · form4.xml · derivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,245 Underlying: Common Stock · 5,245 shares Expires 2030-07-26 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/27/2024 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 27, 2023 Filed Aug 2, 2023 19:38 UTC Amendment | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 3,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015668 · form4a.xml · derivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,076 Underlying: Common Stock · 3,076 shares Expires not disclosed F1 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F2 · derivative.exercise_price: 1-for-1 F3 · shares: This amendment is being filed to correct an administrative error in the target number of units subject to the award, which was incorrectly stated in the Form 4 filed on July 31, 2023. 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 9/1/2026. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock. F4 · 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 01, 2023 Filed Jul 3, 2023 19:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 418 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014321 · form4.xml · derivative · entry 13 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,254 Underlying: Common Stock · 418 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 |
| July 01, 2023 Filed Jul 3, 2023 19:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014321 · form4.xml · derivative · entry 12 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 498 Underlying: Common Stock · 166 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 |
| July 01, 2023 Filed Jul 3, 2023 19:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014321 · 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: 557 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 the vest date. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014321 · 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: 165 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 |
| July 01, 2023 Filed Jul 3, 2023 19:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014321 · 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: 247 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 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 |
| July 01, 2023 Filed Jul 3, 2023 19:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 67 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014321 · 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: 0 Underlying: Common Stock · 67 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 |
| July 01, 2023 Filed Jul 3, 2023 19:25 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 289 | $458.19 | $132,416.91 |
DisclosureSEC source: 0001062993-23-014321 · form4.xml · nonDerivative · entry 7 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,540.4062 Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 418 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014321 · 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: 2,829.4062 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 |
| July 01, 2023 Filed Jul 3, 2023 19:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014321 · 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: 2,411.4062 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 |
| July 01, 2023 Filed Jul 3, 2023 19:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014321 · 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: 2,245.4062 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 |
| July 01, 2023 Filed Jul 3, 2023 19:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014321 · 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: 2,175.4062 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 |
| July 01, 2023 Filed Jul 3, 2023 19:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014321 · 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: 2,134.4062 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 |
| July 01, 2023 Filed Jul 3, 2023 19:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 67 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014321 · 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: 2,072.4062 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. F1 · balance_after: Includes 3.181 shares of Intuit Inc. common stock acquired by the reporting person on 6/15/2023 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 16:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012871 · 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: 965 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 and release date for this tranche of restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 16:23 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 34 | $422.12 | $14,352.08 |
DisclosureSEC source: 0001062993-23-012871 · 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: 2,002.2252 Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 16:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012871 · 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: 2,036.2252 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, 2023 Filed Apr 4, 2023 18:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008419 · 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: 627 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 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, 2023 Filed Apr 4, 2023 18:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008419 · 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: 206 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, 2023 Filed Apr 4, 2023 18:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008419 · 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: 309 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, 2023 Filed Apr 4, 2023 18:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 67 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008419 · form4.xml · derivative · entry 6 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67 Underlying: Common Stock · 67 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, 2023 Filed Apr 4, 2023 18:04 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 85 | $445.83 | $37,895.55 |
DisclosureSEC source: 0001062993-23-008419 · 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: 1,939.2252 Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 18:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008419 · 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: 2,024.2252 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, 2023 Filed Apr 4, 2023 18:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008419 · 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: 1,955.2252 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, 2023 Filed Apr 4, 2023 18:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008419 · 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: 1,914.2252 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, 2023 Filed Apr 4, 2023 18:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 67 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008419 · 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: 1,852.2252 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 4.031 shares acquired by the reporting person on 3/15/2023 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| March 07, 2023 Filed Mar 8, 2023 22:28 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 500 | $413.16 | $206,580.00 |
DisclosureSEC source: 0001062993-23-006312 · form4.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,781.194 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 00:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-005640 · form4.xml · derivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,062 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 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 |
| March 01, 2023 Filed Mar 3, 2023 00:06 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 40 | $401.27 | $16,050.80 |
DisclosureSEC source: 0001062993-23-005640 · form4.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,281.194 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 00:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-005640 · form4.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,321.194 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, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000245 · form4.xml · derivative · entry 9 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696 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, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000245 · form4.xml · derivative · entry 8 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247 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, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000245 · form4.xml · derivative · entry 7 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 371 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, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000245 · form4.xml · derivative · entry 6 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134 Underlying: Common Stock · 66 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, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 85 | $389.22 | $33,083.70 |
DisclosureSEC source: 0001062993-23-000245 · form4.xml · nonDerivative · entry 5 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,225.194 Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000245 · form4.xml · nonDerivative · entry 4 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,310.194 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, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000245 · form4.xml · nonDerivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,240.194 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, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000245 · form4.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,198.194 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, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000245 · form4.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,136.194 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 3.354 shares of Intuit Inc. common stock acquired by the reporting person on 12/15/2022 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 17:22 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-023269 · form4.xml · derivative · entry 4 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,158 Underlying: Common Stock · 387 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 01, 2022 Filed Dec 5, 2022 17:22 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 400 | $416.01 | $166,403.40 |
DisclosureSEC source: 0001062993-22-023269 · form4.xml · nonDerivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,066.839 F1 · price: This transaction was executed in multiple trades ranging from $416.00 to $416.06. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 17:22 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 134 | $416.07 | $55,753.38 |
DisclosureSEC source: 0001062993-22-023269 · form4.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,466.839 Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 17:22 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-023269 · form4.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,600.839 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, 2022 Filed Oct 4, 2022 22:11 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020433 · form4.xml · derivative · entry 9 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 766 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 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.