Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | EVP, Corp Strategy and Dev | October 01, 2026 | October 05, 2026 |
| PubMatic, Inc.PUBM · Entity 364 | Director | May 29, 2026 | June 02, 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 | 33,844.879 |
Ending reported balance
After 2026-10-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 251 · Balance 33,775.683 Row 2 · 2026-10-01 · Exercise / conversion · Acquired 224 · Balance 33,999.683 Row 3 · 2026-10-01 · Exercise / conversion · Acquired 190 · Balance 34,189.683 Row 4 · 2026-10-01 · Tax withholding · Disposed 344.804 · Balance 33,844.879 F1: 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 | 756 |
Reported balance
After 2026-10-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-10-01 · Exercise / conversion · Disposed 251 · Balance 756 F2: 1-for-1 F3: Represents vesting date for this tranche of restricted stock units. F4: 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 | 1,572 |
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 224 · Balance 1,572 F2: 1-for-1 F3: Represents vesting date for this tranche of restricted stock units. F4: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,090 |
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 190 · Balance 2,090 F2: 1-for-1 F3: Represents vesting date for this tranche of restricted stock units. F4: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction.
F2: 1-for-1
F3: Represents vesting date for this tranche of restricted stock units.
F4: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.
PubMatic, Inc.
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,839 |
Reported balance
After 2026-05-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 15,839 · Balance 15,839 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2027, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. The Reporting Person has elected to defer settlement of the RSUs until the earliest to occur of (i) the third anniversary of the grant date, (ii) the Reporting Person's death or disability, (iii) a change in control of the Issuer, and (iv) the Reporting Person's separation of service from the Issuer. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person upon settlement of the RSUs. F3: RSUs do not expire; they either vest or are cancelled prior to vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement.
F2: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2027, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. The Reporting Person has elected to defer settlement of the RSUs until the earliest to occur of (i) the third anniversary of the grant date, (ii) the Reporting Person's death or disability, (iii) a change in control of the Issuer, and (iv) the Reporting Person's separation of service from the Issuer. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person upon settlement of the RSUs.
F3: RSUs do not expire; they either vest or are cancelled 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 |
|---|---|---|---|---|---|---|
| September 01, 2025 Filed Sep 3, 2025 23:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 10,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001990298-25-000007 · wk-form4_1756943511.xml · nonDerivative · entry 1 Hanebrink Anton · CIK 0001990298 · EVP, Corp Strategy and Dev 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,346.234 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 22:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 201 | $0.00 | $0.00 |
DisclosureSEC source: 0001990298-25-000005 · wk-form4_1755209621.xml · derivative · entry 5 Hanebrink Anton · CIK 0001990298 · EVP, Corp Strategy and Dev 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 201 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F7 · price: Reporting person was awarded the restricted stock units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F5 · derivative.exercise_date: Represents vesting and settlement date for restricted stock units (MSPP Matching Award). F6 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 22:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 201 | $486.66 | $97,818.66 |
DisclosureSEC source: 0001990298-25-000005 · wk-form4_1755209621.xml · derivative · entry 4 Hanebrink Anton · CIK 0001990298 · EVP, Corp Strategy and Dev 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 201 shares Expires 2025-08-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Restricted stock units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F4 · derivative.expiration_date: Represents settlement date for restricted stock units (MSPP Purchased Award). Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 22:13 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 203.714 | $706.09 | $143,840.42 |
DisclosureSEC source: 0001990298-25-000005 · wk-form4_1755209621.xml · nonDerivative · entry 3 Hanebrink Anton · CIK 0001990298 · EVP, Corp Strategy and Dev 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,597.234 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 22:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 201 | $0.00 | $0.00 |
DisclosureSEC source: 0001990298-25-000005 · wk-form4_1755209621.xml · nonDerivative · entry 2 Hanebrink Anton · CIK 0001990298 · EVP, Corp Strategy and Dev 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,800.948 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 22:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 201 | $0.00 | $0.00 |
DisclosureSEC source: 0001990298-25-000005 · wk-form4_1755209621.xml · nonDerivative · entry 1 Hanebrink Anton · CIK 0001990298 · EVP, Corp Strategy and Dev 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,599.948 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:23 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Matching Award) · Derivative | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0001990298-25-000003 · wk-form4_1755030215.xml · derivative · entry 2 Hanebrink Anton · CIK 0001990298 · EVP, Corp Strategy and Dev 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146 Underlying: Common Stock · 146 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F6 · price: Reporting person was awarded the restricted stock units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F4 · derivative.exercise_date: Represents vesting date for these restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:23 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 146 | $749.00 | $109,354.00 |
DisclosureSEC source: 0001990298-25-000003 · wk-form4_1755030215.xml · derivative · entry 1 Hanebrink Anton · CIK 0001990298 · EVP, Corp Strategy and Dev 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146 Underlying: Common Stock · 146 shares Expires 2028-08-08 F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Restricted stock units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F3 · derivative.expiration_date: Represents settlement date for restricted stock units (MSPP Purchased Award). Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| May 30, 2025 Filed Apr 14, 2026 21:41 UTC | PubMatic, Inc. PUBM · Entity 364 | GrantRestricted Stock Units · Derivative | 15,811 | $0.00 | $0.00 |
DisclosureSEC source: 0001990298-26-000002 · form4-04142026_090441.xml · derivative · entry 1 Hanebrink Anton · CIK 0001990298 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,811 Underlying: Class A Common Stock · 15,811 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2026, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. The Reporting Person has elected to defer settlement of the RSUs until the earliest to occur of (i) the Reporting Person's death or disability, (ii) a change in control of the Issuer, and (iii) the Reporting Person's separation of service from the Issuer. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person upon settlement of the RSUs. F3 · derivative.expiration_date: RSUs do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 23:14 UTC | PubMatic, Inc. PUBM · Entity 364 | GrantRestrcted Stock Units · Derivative | 7,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-015495 · form4-06042024_110612.xml · derivative · entry 3 Hanebrink Anton · CIK 0001990298 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,990 Underlying: Class A Common Stock · 7,990 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F4 · derivative.exercise_date: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2025, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. The Reporting Person has elected to defer settlement of the RSUs until the earliest to occur of (i) the Reporting Person's death or disability, (ii) a change in control of the Issuer, and (iii) the Reporting Person's separation of service from the Issuer. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person upon settlement of the RSUs. F3 · derivative.expiration_date: RSUs do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 23:14 UTC | PubMatic, Inc. PUBM · Entity 364 | Exercise / conversionRestricted Stock Units · Derivative | 9,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-015495 · form4-06042024_110612.xml · derivative · entry 2 Hanebrink Anton · CIK 0001990298 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,575 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2024, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person upon settlement of the RSUs. F3 · derivative.expiration_date: RSUs do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 23:14 UTC | PubMatic, Inc. PUBM · Entity 364 | Exercise / conversionClass A Common Stock | 9,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-015495 · form4-06042024_110612.xml · nonDerivative · entry 1 Hanebrink Anton · CIK 0001990298 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,575 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 |
| May 31, 2024 Filed Sep 19, 2024 23:41 UTC Amendment | PubMatic, Inc. PUBM · Entity 364 | GrantRestricted Stock Units · Derivative | 8,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023729 · form4a-09192024_110945.xml · derivative · entry 1 Hanebrink Anton · CIK 0001990298 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,447 Underlying: Class A Common Stock · 8,447 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's annual meeting of stockholders in 2025, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. The Reporting Person has elected to defer settlement of the RSUs until the earliest to occur of (i) the Reporting Person's death or disability, (ii) a change in control of the Issuer, and (iii) the Reporting Person's separation of service from the Issuer. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person upon settlement of the RSUs. F3 · derivative.expiration_date: RSUs do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 20:15 UTC | PubMatic, Inc. PUBM · Entity 364 | GrantRestricted Stock Units · Derivative | 9,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047949 · doc4.xml · derivative · entry 1 Hanebrink Anton · CIK 0001990298 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,575 Underlying: Class A Common Stock · 9,575 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs vest in full on the earliest to occur of (a) the first anniversary of the grant date, (b) immediately prior to the Company's next annual meeting of stockholders, (c) the Reporting Person's death or disability, and (d) a change in control of the Issuer. F3 · derivative.expiration_date: RSUs do not expire; they either vest are are cancelled 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.