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 |
|---|---|---|---|---|---|---|
| July 01, 2017 Filed Jul 5, 2017 20:29 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 7,417 | $132.81 | $985,051.77 |
DisclosureSEC source: 0000896878-17-000074 · edgar.xml · nonDerivative · entry 4 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,901 Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 20:29 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 6,258 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000074 · edgar.xml · nonDerivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,318 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, 2017 Filed Jul 5, 2017 20:29 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 5,827 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000074 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,060 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, 2017 Filed Jul 5, 2017 20:29 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4,233 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-17-000074 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,233 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 09, 2016 Filed Sep 12, 2016 19:13 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,492 | $110.32 | $164,596.84 |
DisclosureSEC source: 0000896878-16-000308 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 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 June 2016. F3 · price: This transaction was executed in multiple trades ranging from $110.25 to $110.41. 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 09, 2016 Filed Sep 12, 2016 19:13 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 17,075 | $109.74 | $1,873,757.57 |
DisclosureSEC source: 0000896878-16-000308 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,492 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in June 2016. F2 · price: This transaction was executed in multiple trades ranging from $109.25 to $110.24. 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, 2016 Filed Sep 6, 2016 23:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 29,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000296 · 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 · 29,798 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 F5 · 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, 2016 Filed Sep 6, 2016 23:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 9,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000296 · edgar.xml · derivative · entry 4 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,030 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 pre-established 3-year operating goals; 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, 2016 Filed Sep 6, 2016 23:12 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 20,261 | $112.34 | $2,276,120.74 |
DisclosureSEC source: 0000896878-16-000296 · edgar.xml · nonDerivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,567 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 29,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000296 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,828 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, 2016 Filed Sep 6, 2016 23:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 9,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000296 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · EVP, Small Business Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,030 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.