Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | EVP, Gen. Counsel & Corp. Sec. | 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 | 7,431.343 |
Ending reported balance
After 2026-10-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 94 · Balance 7,398.79 Row 2 · 2026-10-01 · Exercise / conversion · Acquired 87 · Balance 7,485.79 Row 3 · 2026-10-01 · Exercise / conversion · Acquired 70 · Balance 7,555.79 Row 4 · 2026-10-01 · Tax withholding · Disposed 124.447 · Balance 7,431.343 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 | 284 |
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 94 · Balance 284 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 | 770 |
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 70 · Balance 770 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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 23:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-065126 · wk-form4_1791241527.xml · derivative · entry 7 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 770 Underlying: Common Stock · 70 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 23:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 87 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-065126 · wk-form4_1791241527.xml · derivative · entry 6 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 612 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 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, 2026 Filed Oct 5, 2026 23:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-065126 · wk-form4_1791241527.xml · derivative · entry 5 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284 Underlying: Common Stock · 94 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, 2026 Filed Oct 5, 2026 23:05 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 124.447 | $275.71 | $34,311.28 |
DisclosureSEC source: 0001628280-26-065126 · wk-form4_1791241527.xml · nonDerivative · entry 4 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,431.343 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, 2026 Filed Oct 5, 2026 23:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-065126 · wk-form4_1791241527.xml · nonDerivative · entry 3 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,555.79 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, 2026 Filed Oct 5, 2026 23:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 87 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-065126 · wk-form4_1791241527.xml · nonDerivative · entry 2 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,485.79 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, 2026 Filed Oct 5, 2026 23:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-065126 · wk-form4_1791241527.xml · nonDerivative · entry 1 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,398.79 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, 2026 Filed Sep 3, 2026 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 1,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-060567 · wk-form4_1788474802.xml · derivative · entry 3 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,859 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 outstanding awarded and vested units pursuant to the restricted stock units (performance-based vesting) grant dated 7/27/2023 related to achievement of certain total shareholder return objectives. F4 · derivative.exercise_date: Represents release date for vested restricted stock units (performance-based vesting) granted on 7/27/2023. 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, 2026 Filed Sep 3, 2026 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 767.585 | $359.30 | $275,793.29 |
DisclosureSEC source: 0001628280-26-060567 · wk-form4_1788474802.xml · nonDerivative · entry 2 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,304.79 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, 2026 Filed Sep 3, 2026 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-060567 · wk-form4_1788474802.xml · nonDerivative · entry 1 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,072.375 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 14, 2026 Filed Aug 17, 2026 23:24 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Matching Award) · Derivative | 207 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-057504 · wk-form4_1787009038.xml · derivative · entry 2 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207 Underlying: Common Stock · 207 shares Expires not disclosed F4 · security: Reporting person was awarded the restricted stock units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F1 · derivative.exercise_price: 1-for-1 F5 · derivative.exercise_date: Represents vesting date for these restricted stock units. F6 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 14, 2026 Filed Aug 17, 2026 23:24 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 207 | $345.66 | $71,551.62 |
DisclosureSEC source: 0001628280-26-057504 · wk-form4_1787009038.xml · derivative · entry 1 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207 Underlying: Common Stock · 207 shares Expires 2029-08-14 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 |
| August 11, 2026 Filed Aug 13, 2026 22:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-056890 · wk-form4_1786661831.xml · derivative · entry 5 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 84 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. F5 · security: Reporting person was awarded the restricted stock units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F2 · derivative.exercise_price: 1-for-1 F6 · derivative.exercise_date: Represents vesting and settlement date for restricted stock units (MSPP Matching Award). F7 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 11, 2026 Filed Aug 13, 2026 22:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 89 | $497.77 | $44,301.53 |
DisclosureSEC source: 0001628280-26-056890 · wk-form4_1786661831.xml · derivative · entry 4 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 89 shares Expires 2026-08-11 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 11, 2026 Filed Aug 13, 2026 22:57 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 56.229 | $334.43 | $18,804.66 |
DisclosureSEC source: 0001628280-26-056890 · wk-form4_1786661831.xml · nonDerivative · entry 3 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,213.375 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 11, 2026 Filed Aug 13, 2026 22:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-056890 · wk-form4_1786661831.xml · nonDerivative · entry 2 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,269.604 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 11, 2026 Filed Aug 13, 2026 22:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-056890 · wk-form4_1786661831.xml · nonDerivative · entry 1 Cozzens Tyler Ralph · CIK 0002146098 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,185.604 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.