Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | EVP, People and Places | 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 | 24,913.976 |
Ending reported balance
After 2026-10-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 110 · Balance 24,855.162 Row 2 · 2026-10-01 · Exercise / conversion · Acquired 87 · Balance 24,942.162 Row 3 · 2026-10-01 · Exercise / conversion · Acquired 150 · Balance 25,092.162 Row 4 · 2026-10-01 · Tax withholding · Disposed 178.186 · Balance 24,913.976 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 | 331 |
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 110 · Balance 331 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 | 612 |
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 87 · Balance 612 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 | 1,650 |
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 150 · Balance 1,650 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.
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 |
|---|---|---|---|---|---|---|
| December 11, 2025 Filed Dec 16, 2025 00:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057198 · wk-form4_1765845742.xml · derivative · entry 7 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,367 Underlying: Common Stock · 54 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: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2026. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. F5 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 00:42 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 130 | $662.43 | $86,115.90 |
DisclosureSEC source: 0001628280-25-057198 · wk-form4_1765845742.xml · nonDerivative · entry 6 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,555.996 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 00:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057198 · wk-form4_1765845742.xml · nonDerivative · entry 5 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,685.996 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 11, 2025 Filed Dec 16, 2025 00:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057198 · wk-form4_1765845742.xml · nonDerivative · entry 4 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,683.996 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 11, 2025 Filed Dec 16, 2025 00:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057198 · wk-form4_1765845742.xml · nonDerivative · entry 3 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,681.996 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 11, 2025 Filed Dec 16, 2025 00:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057198 · wk-form4_1765845742.xml · nonDerivative · entry 2 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,651.996 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 11, 2025 Filed Dec 16, 2025 00:42 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057198 · wk-form4_1765845742.xml · nonDerivative · entry 1 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,609.996 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 22:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043855 · wk-form4_1759443158.xml · derivative · entry 7 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 961 Underlying: Common Stock · 88 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 22:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 111 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043855 · wk-form4_1759443158.xml · derivative · entry 6 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 771 Underlying: Common Stock · 111 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 22:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 122 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043855 · wk-form4_1759443158.xml · derivative · entry 5 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 366 Underlying: Common Stock · 122 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 22:12 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 164.834 | $682.91 | $112,566.79 |
DisclosureSEC source: 0001628280-25-043855 · wk-form4_1759443158.xml · nonDerivative · entry 4 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,555.996 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 22:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043855 · wk-form4_1759443158.xml · nonDerivative · entry 3 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,720.83 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 22:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 111 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043855 · wk-form4_1759443158.xml · nonDerivative · entry 2 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,632.83 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 22:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 122 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043855 · wk-form4_1759443158.xml · nonDerivative · entry 1 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,521.83 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 23:49 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 3,633 | $0.00 | $0.00 |
DisclosureSEC source: 0002080571-25-000004 · wk-form4_1756943369.xml · derivative · entry 3 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,633 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 · shares: Represents the awarded and vested units pursuant to the restricted stock units (performance-based vesting) grant related to achievement of certain total shareholder return objectives. F4 · derivative.exercise_date: Represents vesting and release date for restricted stock units (performance-based vesting). F5 · derivative.expiration_date: Restricted stock units (performance-based vesting) do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 23:49 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,802.261 | $667.00 | $1,202,108.09 |
DisclosureSEC source: 0002080571-25-000004 · wk-form4_1756943369.xml · nonDerivative · entry 2 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,399.83 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 23:49 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3,633 | $0.00 | $0.00 |
DisclosureSEC source: 0002080571-25-000004 · wk-form4_1756943369.xml · nonDerivative · entry 1 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,202.091 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 22:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 106 | $0.00 | $0.00 |
DisclosureSEC source: 0002080571-25-000002 · wk-form4_1755209908.xml · derivative · entry 5 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 106 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 22:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 111 | $486.66 | $54,019.26 |
DisclosureSEC source: 0002080571-25-000002 · wk-form4_1755209908.xml · derivative · entry 4 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 111 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 22:18 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 104.538 | $706.09 | $73,813.24 |
DisclosureSEC source: 0002080571-25-000002 · wk-form4_1755209908.xml · nonDerivative · entry 3 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,569.091 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 22:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 106 | $0.00 | $0.00 |
DisclosureSEC source: 0002080571-25-000002 · wk-form4_1755209908.xml · nonDerivative · entry 2 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,673.629 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 22:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 111 | $0.00 | $0.00 |
DisclosureSEC source: 0002080571-25-000002 · wk-form4_1755209908.xml · nonDerivative · entry 1 Hilliard Caryl Lyn · CIK 0002080571 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,567.629 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.