Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | EVP and CFO | 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 | 7,221.0806 |
Ending reported balance
After 2026-10-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 346 · Balance 7,087.8796 Row 2 · 2026-10-01 · Exercise / conversion · Acquired 349 · Balance 7,436.8796 Row 3 · 2026-10-01 · Exercise / conversion · Acquired 290 · Balance 7,726.8796 Row 4 · 2026-10-01 · Tax withholding · Disposed 505.799 · Balance 7,221.0806 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 | 1,039 |
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 346 · Balance 1,039 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 | 2,445 |
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 349 · Balance 2,445 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 | 3,190 |
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 290 · Balance 3,190 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 31, 2024 Filed Jan 3, 2025 22:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000356 · wk-form4_1735941865.xml · derivative · entry 6 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179 Underlying: Common Stock · 89 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:04 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 223.373 | $628.50 | $140,389.93 |
DisclosureSEC source: 0001628280-25-000356 · wk-form4_1735941865.xml · nonDerivative · entry 3 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 663.1796 Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 346 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000356 · wk-form4_1735941865.xml · nonDerivative · entry 2 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 886.5526 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, 2024 Filed Jan 3, 2025 22:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000356 · wk-form4_1735941865.xml · nonDerivative · entry 1 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 540.5526 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 10, 2024 Filed Oct 11, 2024 21:09 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,999.892 | $617.28 | $2,469,055.33 |
DisclosureSEC source: 0001628280-24-042748 · wk-form4_1728680975.xml · nonDerivative · entry 1 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451.5526 F1 · price: This transaction was executed in multiple trades ranging from $617.00 to $617.49. 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 |
| October 03, 2024 Filed Oct 3, 2024 22:40 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 775 | $601.31 | $466,015.25 |
DisclosureSEC source: 0001628280-24-042241 · wk-form4_1727995247.xml · nonDerivative · entry 5 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,451.4446 F2 · kind: The sales reported in this line item were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 3, 2024. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 346 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042241 · wk-form4_1727995247.xml · derivative · entry 8 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,808 Underlying: Common Stock · 346 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of 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 |
| October 01, 2024 Filed Oct 3, 2024 22:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 2,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042241 · wk-form4_1727995247.xml · derivative · entry 7 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,990 Underlying: Common Stock · 2,665 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of 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 |
| October 01, 2024 Filed Oct 3, 2024 22:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042241 · wk-form4_1727995247.xml · derivative · entry 6 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 268 Underlying: Common Stock · 89 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of 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 |
| October 01, 2024 Filed Oct 3, 2024 22:40 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,591.852 | $606.28 | $965,108.03 |
DisclosureSEC source: 0001628280-24-042241 · wk-form4_1727995247.xml · nonDerivative · entry 4 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,226.4446 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 346 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042241 · wk-form4_1727995247.xml · nonDerivative · entry 3 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,818.2966 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, 2024 Filed Oct 3, 2024 22:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042241 · wk-form4_1727995247.xml · nonDerivative · entry 2 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,472.2966 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, 2024 Filed Oct 3, 2024 22:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042241 · wk-form4_1727995247.xml · nonDerivative · entry 1 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,807.2966 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: Total reflects 136 shares that were previously inadvertently reported as issued shares rather than withheld for taxes in the Form 4 for the reporting person filed on September 6, 2023, due to an administrative error, and 14.42 shares acquired pursuant to dividend reinvestments that were not previously disclosed. Read SEC document |
| September 04, 2024 Filed Sep 5, 2024 00:19 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 862 | $621.03 | $535,327.86 |
DisclosureSEC source: 0001415889-24-022824 · form4-09042024_100906.xml · nonDerivative · entry 3 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,839.876 F1 · kind: The sales reported in this line item were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 3, 2024. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 00:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 2,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022824 · form4-09042024_100906.xml · derivative · entry 4 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,615 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-for1. 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, 2024 Filed Sep 5, 2024 00:19 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,342.803 | $630.26 | $846,315.02 |
DisclosureSEC source: 0001415889-24-022824 · form4-09042024_100906.xml · nonDerivative · entry 2 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,701.876 Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 00:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022824 · form4-09042024_100906.xml · nonDerivative · entry 1 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,044.679 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 26, 2024 Filed Aug 27, 2024 20:40 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 32 | $622.55 | $19,921.60 |
DisclosureSEC source: 0001415889-24-022315 · form4-08272024_080814.xml · nonDerivative · entry 1 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,429.679 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on January 3, 2024. Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:22 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 129 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-021355 · form4-08152024_080858.xml · derivative · entry 5 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 129 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-for1. 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 Restricted Stock Units. 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 13, 2024 Filed Aug 15, 2024 20:22 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 129 | $540.74 | $69,755.46 |
DisclosureSEC source: 0001415889-24-021355 · form4-08152024_080858.xml · derivative · entry 4 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 129 shares Expires 2024-08-13 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-for1. 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 13, 2024 Filed Aug 15, 2024 20:22 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 129.453 | $645.83 | $83,604.63 |
DisclosureSEC source: 0001415889-24-021355 · form4-08152024_080858.xml · nonDerivative · entry 3 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,461.679 Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:22 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 129 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-021355 · form4-08152024_080858.xml · nonDerivative · entry 2 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,591.132 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 13, 2024 Filed Aug 15, 2024 20:22 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 129 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-021355 · form4-08152024_080858.xml · nonDerivative · entry 1 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,462.132 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, 2024 Filed Aug 13, 2024 20:02 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Matching Award) · Derivative | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-021137 · form4-08132024_080822.xml · derivative · entry 2 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209 Underlying: Common Stock · 209 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 09, 2024 Filed Aug 13, 2024 20:02 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 209 | $630.20 | $131,711.80 |
DisclosureSEC source: 0001415889-24-021137 · form4-08132024_080822.xml · derivative · entry 1 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209 Underlying: Common Stock · 209 shares Expires 2027-08-09 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 |
| July 25, 2024 Filed Jul 30, 2024 00:22 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 10,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-020289 · form4-07302024_120706.xml · derivative · entry 3 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,886 Underlying: Common Stock · 10,886 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 9/1/2027. 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 25, 2024 Filed Jul 30, 2024 00:22 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 5,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-020289 · form4-07302024_120706.xml · derivative · entry 2 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,589 Underlying: Common Stock · 5,589 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 07/01/2025; 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 25, 2024 Filed Jul 30, 2024 00:22 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 18,564 | $0.00 Strike: $626.32 | $0.00 |
DisclosureSEC source: 0001415889-24-020289 · form4-07302024_120706.xml · derivative · entry 1 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,564 Underlying: Common Stock · 18,564 shares Expires 2031-07-24 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/25/2025 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 03, 2024 Filed Jul 4, 2024 00:10 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,061 | $651.27 | $690,997.47 |
DisclosureSEC source: 0001415889-24-019293 · form4-07042024_120711.xml · nonDerivative · entry 6 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,333.132 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on January 3, 2024. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 1,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019293 · form4-07042024_120711.xml · derivative · entry 10 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,154 Underlying: Common Stock · 1,385 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-for1. 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 the vest date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 2,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019293 · form4-07042024_120711.xml · derivative · entry 9 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,655 Underlying: Common Stock · 2,665 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-for1. 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 the vest date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019293 · form4-07042024_120711.xml · derivative · entry 8 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 357 Underlying: Common Stock · 90 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-for1. 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 the vest date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019293 · form4-07042024_120711.xml · derivative · entry 7 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 103 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-for1. 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 the vest date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:10 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 2,181 | $650.77 | $1,419,329.37 |
DisclosureSEC source: 0001415889-24-019293 · form4-07042024_120711.xml · nonDerivative · entry 5 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,394.132 Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019293 · form4-07042024_120711.xml · nonDerivative · entry 4 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,575.132 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, 2024 Filed Jul 4, 2024 00:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019293 · form4-07042024_120711.xml · nonDerivative · entry 3 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,190.132 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, 2024 Filed Jul 4, 2024 00:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019293 · form4-07042024_120711.xml · nonDerivative · entry 2 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,525.132 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, 2024 Filed Jul 4, 2024 00:10 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019293 · form4-07042024_120711.xml · nonDerivative · entry 1 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,435.132 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 28, 2024 Filed May 29, 2024 23:53 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,415 | $604.58 | $855,480.70 |
DisclosureSEC source: 0001415889-24-014813 · form4-05292024_110507.xml · nonDerivative · entry 1 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,332.132 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on January 3, 2024. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 2,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007831 · form4.xml · derivative · entry 7 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,320 Underlying: Common Stock · 2,665 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007831 · form4.xml · derivative · entry 6 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 447 Underlying: Common Stock · 89 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007831 · form4.xml · derivative · entry 5 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103 Underlying: Common Stock · 103 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,468 | $639.84 | $939,285.12 |
DisclosureSEC source: 0001062993-24-007831 · form4.xml · nonDerivative · entry 4 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,747.132 Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007831 · form4.xml · nonDerivative · entry 3 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,215.132 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007831 · form4.xml · nonDerivative · entry 2 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,550.132 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 23:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007831 · form4.xml · nonDerivative · entry 1 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,461.132 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 46.728 shares acquired by the reporting person on 3/15/2024 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 23:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 140 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-005273 · form4.xml · derivative · entry 3 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 140 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 23:05 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 72 | $666.52 | $47,989.44 |
DisclosureSEC source: 0001062993-24-005273 · form4.xml · nonDerivative · entry 2 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,311.404 Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 23:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 140 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-005273 · form4.xml · nonDerivative · entry 1 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,383.404 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 |
| January 03, 2024 Filed Jan 4, 2024 23:11 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 24 | $597.56 | $14,341.44 |
DisclosureSEC source: 0001062993-24-000507 · form4.xml · nonDerivative · entry 1 Aujla Sandeep · CIK 0001987166 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,243.404 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.