Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlassian CorpTEAM · Entity 3039 | Director | December 02, 2025 | December 03, 2025 |
| INTUIT INC.INTU · Entity 2373 | Director · Chairman and CEO | 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.
Atlassian Corp
Report date December 02, 2025 · Filed December 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 19,035 |
Reported balance
After 2025-12-02 transaction · row 1
1 source rowRow 1 · 2025-12-02 · Grant · Acquired 1,885 · Balance 19,035 F1: Represents an award of restricted stock units under the Atlassian Corporation ("Atlassian") Amended and Restated 2015 Share Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of Atlassian Class A common stock. The restricted stock units will vest in accordance with the terms of the underlying award. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units under the Atlassian Corporation ("Atlassian") Amended and Restated 2015 Share Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of Atlassian Class A common stock. The restricted stock units will vest in accordance with the terms of the underlying award.
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 | IndirectBy Trust | 32,305.768 |
Last balance in matching sequence
After 2026-10-01 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
5 source rowsRow 1 · 2026-10-01 · Exercise / conversion · Acquired 848.43 · Balance 31,868.004 F1: Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. Row 2 · 2026-10-01 · Exercise / conversion · Acquired 801.997 · Balance 32,670.001 F1: Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. Row 3 · 2026-10-01 · Exercise / conversion · Acquired 863.038 · Balance 33,533.039 F1: Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. Row 4 · 2026-10-01 · Exercise / conversion · Acquired 30.831 · Balance 33,563.87 F1: Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. Row 5 · 2026-10-01 · Tax withholding · Disposed 1,258.102 · Balance 32,305.768 F2: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. F1: Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,540.641 |
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 848.43 · Balance 2,540.641 F3: 1-for-1 F4: Represents 848.43 vested restricted stock units which were subject to a one year deferred release. F5: Represents release date for these vested restricted stock units. F6: 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 | 5,474.941 |
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 801.997 · Balance 5,474.941 F3: 1-for-1 F7: Represents 766.256 vested restricted stock units which were subject to a one year deferred release and 35.741 vested restricted stock units for which release was accelerated to accommodate tax withholding obligations in connection with restricted stock units which vested on 10/1/2026 but are subject to deferred release. F8: Represents release date for 766.256 vested restricted stock units and vesting and release date for 35.741 restricted stock units. F6: 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 | 9,341.103 |
Reported balance
After 2026-10-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-10-01 · Exercise / conversion · Disposed 863.038 · Balance 9,341.103 F3: 1-for-1 F9: Represents 824.533 vested restricted stock units which were subject to a one year deferred release and 38.505 vested restricted stock units for which release was accelerated to accommodate tax withholding obligations in connection with restricted stock units which vested on 10/1/2026 but are subject to deferred release. F10: Represents release date for 824.533 vested restricted stock units and vesting and release date for 38.505 restricted stock units. F6: 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 | 10,918.808 |
Reported balance
After 2026-10-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-10-01 · Exercise / conversion · Disposed 30.831 · Balance 10,918.808 F3: 1-for-1 F11: Represents vesting and release date for this portion of restricted stock units to accommodate tax withholding obligations in connection with vesting and deferred release of certain restricted stock units granted on 7/24/2025. F6: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee.
F2: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction.
F3: 1-for-1
F4: Represents 848.43 vested restricted stock units which were subject to a one year deferred release.
F5: Represents release date for these vested restricted stock units.
F6: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.
F7: Represents 766.256 vested restricted stock units which were subject to a one year deferred release and 35.741 vested restricted stock units for which release was accelerated to accommodate tax withholding obligations in connection with restricted stock units which vested on 10/1/2026 but are subject to deferred release.
F8: Represents release date for 766.256 vested restricted stock units and vesting and release date for 35.741 restricted stock units.
F9: Represents 824.533 vested restricted stock units which were subject to a one year deferred release and 38.505 vested restricted stock units for which release was accelerated to accommodate tax withholding obligations in connection with restricted stock units which vested on 10/1/2026 but are subject to deferred release.
F10: Represents release date for 824.533 vested restricted stock units and vesting and release date for 38.505 restricted stock units.
F11: Represents vesting and release date for this portion of restricted stock units to accommodate tax withholding obligations in connection with vesting and deferred release of certain restricted stock units granted on 7/24/2025.
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 |
|---|---|---|---|---|---|---|
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 53,000 | $0.00 Strike: $63.11 | $0.00 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · derivative · entry 19 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 53,000 shares Expires 2020-07-23 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F18 · derivative.exercise_date: Represents the final vesting date for all stock options granted under this award. Read SEC document |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 800 | $199.49 | $159,592.48 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 18 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,528 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F17 · price: This transaction was executed in multiple trades ranging from $198.90 to $199.79. 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,900 | $198.07 | $376,333.00 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 17 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,328 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F16 · price: This transaction was executed in multiple trades ranging from $197.73 to $198.69. 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,800 | $197.21 | $749,410.16 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 16 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,228 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F15 · price: This transaction was executed in multiple trades ranging from $196.73 to $197.70. 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,809 | $196.19 | $551,105.01 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 15 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,028 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F14 · price: This transaction was executed in multiple trades ranging from $195.71 to $196.69. 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 200 | $199.76 | $39,952.00 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 14 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,837 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F13 · price: This transaction was executed in multiple trades ranging from $199.73 to $199.79. 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,810 | $199.19 | $360,535.53 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 13 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,037 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F12 · price: This transaction was executed in multiple trades ranging from $198.67 to $199.66. 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,920 | $197.88 | $775,688.03 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 12 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,847 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F11 · price: This transaction was executed in multiple trades ranging from $197.63 to $198.46. 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 8,023 | $197.07 | $1,581,099.03 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 11 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,767 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F10 · price: This transaction was executed in multiple trades ranging from $196.63 to $197.58. 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 4,850 | $196.05 | $950,828.44 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 10 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,790 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F9 · price: This transaction was executed in multiple trades ranging from $195.56 to $196.49. 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 4,723 | $194.99 | $920,928.32 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 9 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,640 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F8 · price: This transaction was executed in multiple trades ranging from $194.39 to $195.37. 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 23,526 | $56.52 | $1,329,689.52 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 8 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,363 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. Read SEC document |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 500 | $199.78 | $99,891.00 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 7 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,837 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F7 · price: This transaction was executed in multiple trades ranging from $199.67 to $200. 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,900 | $199.19 | $776,858.16 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 6 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,337 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F6 · price: This transaction was executed in multiple trades ranging from $198.67 to $199.66. 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 6,617 | $197.88 | $1,309,345.49 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 5 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,237 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F5 · price: This transaction was executed in multiple trades ranging from $197.63 to $198.60. 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 17,030 | $197.12 | $3,356,975.74 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 4 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,854 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F4 · price: This transaction was executed in multiple trades ranging from $196.62 to $197.59. 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 12,895 | $195.97 | $2,527,031.86 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,884 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F3 · price: This transaction was executed in multiple trades ranging from $195.49 to $196.45. 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 12,058 | $195.04 | $2,351,769.41 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,779 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. F2 · price: This transaction was executed in multiple trades ranging from $194.48 to $195.47. 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 53,000 | $63.11 | $3,344,830.00 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,837 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in September 2018. Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 22:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 56,582 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000180 · edgar.xml · derivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 56,582 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 · shares: Represents the awarded and vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 22:09 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 28,054 | $219.47 | $6,157,011.38 |
DisclosureSEC source: 0000896878-18-000180 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,837 Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 22:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 56,582 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000180 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · EVP, SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,891 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 26, 2018 Filed Jul 30, 2018 21:12 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance based vesting) · Derivative | 25,270 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000123 · edgar.xml · derivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · EVP, GM Small Bus. & SE Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,270 Underlying: Common Stock · 25,270 shares Expires not disclosed F2 · security: Dividend 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 · derivative.exercise_date: 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 9/1/2021. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 21:12 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 12,693 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000123 · edgar.xml · derivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · EVP, GM Small Bus. & SE Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,693 Underlying: Common Stock · 12,693 shares Expires not disclosed F2 · security: Dividend 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: Provided that a predetermined one year operating goal threshold is achieved, 25% of the awarded restricted stock units will vest on 7/1/2019 and thereafter 6.25% of the awarded restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date of 7/1/2019, until the award is fully vested. F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 21:12 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 54,162 | $0.00 Strike: $216.64 | $0.00 |
DisclosureSEC source: 0000896878-18-000123 · edgar.xml · derivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · EVP, GM Small Bus. & SE Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,162 Underlying: Common Stock · 54,162 shares Expires 2025-07-25 F1 · derivative.exercise_date: 25% of the awarded stock options will vest on July 26, 2019 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until the award is fully vested. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 4,926 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000103 · edgar.xml · derivative · entry 7 Goodarzi Sasan K · CIK 0001412321 · EVP, SESBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,850 Underlying: Common Stock · 4,926 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 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 |
| July 01, 2018 Filed Jul 3, 2018 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 6,257 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000103 · edgar.xml · derivative · entry 6 Goodarzi Sasan K · CIK 0001412321 · EVP, SESBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,258 Underlying: Common Stock · 6,257 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 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 |
| July 01, 2018 Filed Jul 3, 2018 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 5,827 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000103 · edgar.xml · derivative · entry 5 Goodarzi Sasan K · CIK 0001412321 · EVP, SESBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,827 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 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 |
| July 01, 2018 Filed Jul 3, 2018 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 7,701 | $204.31 | $1,573,352.81 |
DisclosureSEC source: 0000896878-18-000103 · edgar.xml · nonDerivative · entry 4 Goodarzi Sasan K · CIK 0001412321 · EVP, SESBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,309 Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4,926 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000103 · edgar.xml · nonDerivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · EVP, SESBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,010 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, 2018 Filed Jul 3, 2018 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 6,257 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000103 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · EVP, SESBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,084 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, 2018 Filed Jul 3, 2018 22:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 5,827 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000103 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · EVP, SESBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,827 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 12, 2017 Filed Sep 13, 2017 21:55 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 650 | $142.86 | $92,861.02 |
DisclosureSEC source: 0000896878-17-000155 · edgar.xml · nonDerivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2017. F4 · price: This transaction was executed in multiple trades ranging from $142.80 to $142.96. 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 |
| September 12, 2017 Filed Sep 13, 2017 21:55 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 5,135 | $141.98 | $729,071.92 |
DisclosureSEC source: 0000896878-17-000155 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2017. F3 · price: This transaction was executed in multiple trades ranging from $141.58 to $142.47. 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 |
| September 12, 2017 Filed Sep 13, 2017 21:55 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 10,422 | $141.03 | $1,469,841.76 |
DisclosureSEC source: 0000896878-17-000155 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,785 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2017. F2 · price: This transaction was executed in multiple trades ranging from $140.55 to $141.52. 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 |
| September 01, 2017 Filed Sep 5, 2017 21:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 33,892 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000140 · edgar.xml · derivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,892 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 · shares: Represents the vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives; the balance of the granted units were canceled. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 21:13 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 17,685 | $141.90 | $2,509,501.50 |
DisclosureSEC source: 0000896878-17-000140 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,207 Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 21:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 33,892 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000140 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,892 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 24, 2017 Filed Aug 25, 2017 23:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 90,000 | $0.00 Strike: $42.78 | $0.00 |
DisclosureSEC source: 0000896878-17-000123 · edgar.xml · derivative · entry 6 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 90,000 shares Expires 2018-08-08 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2017. Read SEC document |
| August 24, 2017 Filed Aug 25, 2017 23:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 85,100 | $135.27 | $11,511,511.04 |
DisclosureSEC source: 0000896878-17-000123 · edgar.xml · nonDerivative · entry 5 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2017. F5 · price: This transaction was executed in multiple trades ranging from $134.83 to $135.80. 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 |
| August 24, 2017 Filed Aug 25, 2017 23:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 4,900 | $134.44 | $658,734.93 |
DisclosureSEC source: 0000896878-17-000123 · edgar.xml · nonDerivative · entry 4 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,100 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2017. F4 · price: This transaction was executed in multiple trades ranging from $133.83 to $134.82. 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 |
| August 24, 2017 Filed Aug 25, 2017 23:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 90,000 | $42.78 | $3,850,200.00 |
DisclosureSEC source: 0000896878-17-000123 · edgar.xml · nonDerivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2017. Read SEC document |
| August 24, 2017 Filed Aug 25, 2017 23:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 7,801 | $135.28 | $1,055,323.18 |
DisclosureSEC source: 0000896878-17-000123 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2017. F3 · price: This transaction was executed in multiple trades ranging from $135.00 to $135.77. 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 |
| August 24, 2017 Filed Aug 25, 2017 23:45 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,100 | $134.53 | $147,985.97 |
DisclosureSEC source: 0000896878-17-000123 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Bus. & Self-Emplyd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,801 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2017. F2 · price: This transaction was executed in multiple trades ranging from $133.99 to $134.91. 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 |
| July 20, 2017 Filed Jul 24, 2017 23:43 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 29,963 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000094 · edgar.xml · derivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,963 Underlying: Common Stock · 29,963 shares Expires not disclosed F2 · security: Dividend 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 · derivative.exercise_date: 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 9/1/2020. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F5 · derivative.expiration_date: RSUs have no expiration date; they either vest or are canceled prior to the vest date. Read SEC document |
| July 20, 2017 Filed Jul 24, 2017 23:43 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 14,776 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000094 · edgar.xml · derivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,776 Underlying: Common Stock · 14,776 shares Expires not disclosed F2 · security: Dividend 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: One-third of the RSUs vest on each of 7/1/2018, 7/1/2019, and 7/1/2020 provided a predetermined one year operating goal threshold is achieved. F5 · derivative.expiration_date: RSUs have no expiration date; they either vest or are canceled prior to the vest date. Read SEC document |
| July 20, 2017 Filed Jul 24, 2017 23:43 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 78,170 | $0.00 Strike: $135.35 | $0.00 |
DisclosureSEC source: 0000896878-17-000094 · edgar.xml · derivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,170 Underlying: Common Stock · 78,170 shares Expires 2024-07-19 F1 · derivative.exercise_date: One-third of the options vest on the one-year anniversary of the drant date, and thereafter 2.778% of the options vest on each monthly anniversary of the first vesting date until 100% vested. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 20:29 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 6,258 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000074 · edgar.xml · derivative · entry 7 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,515 Underlying: Common Stock · 6,258 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 vest date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are cancelled prior to vest date. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 20:29 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 5,827 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000074 · edgar.xml · derivative · entry 6 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,827 Underlying: Common Stock · 5,827 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 vest date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are cancelled prior to vest date. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 20:29 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 4,233 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000074 · edgar.xml · derivative · entry 5 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,233 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 vest date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are cancelled prior to vest 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.