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, 2022 Filed Oct 4, 2022 22:11 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020433 · form4.xml · derivative · entry 8 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289 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 |
| October 01, 2022 Filed Oct 4, 2022 22:11 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020433 · form4.xml · derivative · entry 7 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433 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 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 |
| October 01, 2022 Filed Oct 4, 2022 22:11 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 67 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020433 · form4.xml · derivative · entry 6 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 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 |
| October 01, 2022 Filed Oct 4, 2022 22:11 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 85 | $387.32 | $32,922.20 |
DisclosureSEC source: 0001062993-22-020433 · form4.xml · nonDerivative · entry 5 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,231.839 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 22:11 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020433 · form4.xml · nonDerivative · entry 4 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,298.839 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 / conversionCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020433 · form4.xml · nonDerivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,229.839 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 / conversionCommon Stock | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020433 · form4.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,188.839 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 / conversionCommon Stock | 67 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020433 · form4.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,127.839 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. F1 · balance_after: Includes 9.61 shares of Intuit Inc. common stock acquired by the reporting person on 9/15/2022 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 20:26 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Matching Award) · Derivative | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017990 · form4.xml · derivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35 Underlying: Common Stock · 35 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 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 12, 2022 Filed Aug 15, 2022 20:26 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative | 35 | $486.66 | $17,033.10 |
DisclosureSEC source: 0001062993-22-017990 · form4.xml · derivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35 Underlying: Common Stock · 35 shares Expires 2025-08-12 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 |
| August 09, 2022 Filed Aug 11, 2022 14:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017687 · form4.xml · derivative · entry 5 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20 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 F5 · 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. Restricted Stock Units (MSPP Matching Award) vest 3 years from grant date. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 14:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative | 20 | $276.57 | $5,531.40 |
DisclosureSEC source: 0001062993-22-017687 · form4.xml · derivative · entry 4 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20 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 settlement date. Restricted Stock Units (MSPP Purchase 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: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 14:00 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 14 | $462.07 | $6,468.98 |
DisclosureSEC source: 0001062993-22-017687 · form4.xml · nonDerivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,051.22 Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 14:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017687 · form4.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,065.22 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 09, 2022 Filed Aug 11, 2022 14:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017687 · form4.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,045.22 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 28, 2022 Filed Aug 1, 2022 21:41 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit(performance-based vesting) · Derivative | 1,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016996 · form4.xml · derivative · entry 4 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,263 Underlying: Common Stock · 1,263 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 9/1/2025. 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 28, 2022 Filed Aug 1, 2022 21:41 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 1,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016996 · form4.xml · derivative · entry 3 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,336 Underlying: Common Stock · 1,672 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 7/1/2023; thereafter, 6.25% of the Restricted Stock Units will vest on each of October 1. December 31, April 1, and July 1 following the first vest date, 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 28, 2022 Filed Aug 1, 2022 21:41 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 664 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016996 · form4.xml · derivative · entry 2 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 664 Underlying: Common Stock · 664 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 7/1/2023; thereafter, 6.25% of the Restricted Stock Units will vest on each of October 1. December 31, April 1, and July 1 following the first vest date, 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 28, 2022 Filed Aug 1, 2022 21:41 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,176 | $0.00 Strike: $448.59 | $0.00 |
DisclosureSEC source: 0001062993-22-016996 · form4.xml · derivative · entry 1 Hotz Lauren D · CIK 0001911779 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,176 Underlying: Common Stock · 2,176 shares Expires 2029-07-27 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/28/2023 and thereafter 2 1/2% of the stock options will vest on each monthly anniversary. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 22:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 279 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016103 · form4.xml · derivative · entry 11 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 835 Underlying: Common Stock · 279 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 |
| July 01, 2022 Filed Jul 6, 2022 22:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016103 · form4.xml · derivative · entry 10 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 494 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 |
| July 01, 2022 Filed Jul 6, 2022 22:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016103 · form4.xml · derivative · entry 9 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330 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 |
| July 01, 2022 Filed Jul 6, 2022 22:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016103 · form4.xml · derivative · entry 8 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267 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 |
| July 01, 2022 Filed Jul 6, 2022 22:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 87 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016103 · form4.xml · derivative · entry 7 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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. 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 |
| July 01, 2022 Filed Jul 6, 2022 22:24 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 188 | $388.31 | $73,002.28 |
DisclosureSEC source: 0001062993-22-016103 · form4.xml · nonDerivative · entry 6 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,025.227 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 22:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 279 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016103 · form4.xml · nonDerivative · entry 5 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,213.227 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, 2022 Filed Jul 6, 2022 22:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016103 · form4.xml · nonDerivative · entry 4 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,934.227 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, 2022 Filed Jul 6, 2022 22:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016103 · form4.xml · nonDerivative · entry 3 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,872.227 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, 2022 Filed Jul 6, 2022 22:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016103 · form4.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,831.227 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, 2022 Filed Jul 6, 2022 22:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 87 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016103 · form4.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,765.227 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 .227 shares of Intuit Inc. common stock acquired by the reporting person on 6/15/2022 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 19:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009367 · form4.xml · derivative · entry 9 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 371 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, 2022 Filed Apr 4, 2022 19:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009367 · form4.xml · derivative · entry 8 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 556 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, 2022 Filed Apr 4, 2022 19:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 67 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009367 · form4.xml · derivative · entry 7 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333 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, 2022 Filed Apr 4, 2022 19:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 86 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009367 · form4.xml · derivative · entry 6 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87 Underlying: Common Stock · 86 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, 2022 Filed Apr 4, 2022 19:08 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 95 | $483.93 | $45,973.35 |
DisclosureSEC source: 0001062993-22-009367 · form4.xml · nonDerivative · entry 5 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,675 Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 19:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009367 · form4.xml · nonDerivative · entry 4 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,770 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, 2022 Filed Apr 4, 2022 19:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009367 · form4.xml · nonDerivative · entry 3 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,729 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, 2022 Filed Apr 4, 2022 19:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 67 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009367 · form4.xml · nonDerivative · entry 2 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,667 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, 2022 Filed Apr 4, 2022 19:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 86 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009367 · form4.xml · nonDerivative · entry 1 Hotz Lauren D · CIK 0001911779 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 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 shares of Intuit Inc. common stock acquired by the reporting person on 3/15/2022 through the Intuit Inc. Employee Stock Purchase Plan. 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.