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, 2024 Filed Jul 4, 2024 00:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 848 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019296 · form4-07042024_120707.xml · derivative · entry 7 Goodarzi Sasan K · CIK 0001412321 · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 848 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. F2 · shares: Represents 848 vested Restricted Stock Units which were subject to a one year deferred release. F3 · derivative.exercise_date: Represents release date for 848 vested 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 00:12 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 2,906 | $650.77 | $1,891,137.62 |
DisclosureSEC source: 0001415889-24-019296 · form4-07042024_120707.xml · nonDerivative · entry 6 Goodarzi Sasan K · CIK 0001412321 · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,206 Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 36 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019296 · form4-07042024_120707.xml · nonDerivative · entry 5 Goodarzi Sasan K · CIK 0001412321 · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,112 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 00:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019296 · form4-07042024_120707.xml · nonDerivative · entry 4 Goodarzi Sasan K · CIK 0001412321 · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,076 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 00:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 684 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019296 · form4-07042024_120707.xml · nonDerivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,642 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 00:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 977 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019296 · form4-07042024_120707.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,958 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 00:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 848 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019296 · form4-07042024_120707.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,981 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 3, 2024 01:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 857 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007861 · form4.xml · derivative · entry 11 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 848 Underlying: Common Stock · 857 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 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 3, 2024 01:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 36 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007861 · form4.xml · derivative · entry 10 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,732 Underlying: Common Stock · 36 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 F8 · derivative.exercise_date: 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 7/27/2023. 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 3, 2024 01:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007861 · form4.xml · derivative · entry 9 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,933 Underlying: Common Stock · 40 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 F7 · derivative.exercise_date: 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 7/28/2022. 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 3, 2024 01:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 691 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007861 · form4.xml · derivative · entry 8 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,031 Underlying: Common Stock · 691 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 660 vested Restricted Stock Units which were subject to a one year deferred release and 31 vested Restricted Stock Units for which release was accelerated to accommodate tax withholding obligations in connection with Restricted Stock Units which vested on 4/1/2024 but are subject to deferred release. F6 · derivative.exercise_date: Represents release date for 660 Restricted Stock Units and vesting and release date for 31 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 3, 2024 01:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 987 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007861 · form4.xml · derivative · entry 7 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,708 Underlying: Common Stock · 987 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 943 vested Restricted Stock Units which were subject to a one year deferred release and 44 vested Restricted Stock Units for which release was accelerated to accommodate tax withholding obligations in connection with Restricted Stock Units which vested on 4/1/2024 but are subject to deferred release. F3 · derivative.exercise_date: Represents release date for 943 Restricted Stock Units and vesting and release date for 44 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 3, 2024 01:30 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,085 | $639.84 | $694,226.40 |
DisclosureSEC source: 0001062993-24-007861 · form4.xml · nonDerivative · entry 6 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,133 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 01:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 857 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007861 · form4.xml · nonDerivative · entry 5 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,218 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 3, 2024 01:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 36 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007861 · form4.xml · nonDerivative · entry 4 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,361 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 3, 2024 01:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007861 · form4.xml · nonDerivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,325 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 3, 2024 01:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 691 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007861 · form4.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,285 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 3, 2024 01:30 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 987 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007861 · form4.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,594 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, 2023 Filed Jan 3, 2024 02:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 72 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000077 · form4.xml · derivative · entry 11 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,768 Underlying: Common Stock · 72 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 F10 · derivative.exercise_date: 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 7/27/2023. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 02:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000077 · form4.xml · derivative · entry 10 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,973 Underlying: Common Stock · 40 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 F9 · derivative.exercise_date: 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 7/28/2022. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 02:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 684 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000077 · form4.xml · derivative · entry 9 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,722 Underlying: Common Stock · 684 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 F7 · shares: Represents 653 vested Restricted Stock Units which were subject to a one year deferred release and 31 vested Restricted Stock Units for which release was accelerated to accommodate tax withholding obligations in connection with Restricted Stock Units which vested on 12/31/2023 but are subject to deferred release. F8 · derivative.exercise_date: Represents release date for 653 vested Restricted Stock Units and vesting and release date for 31 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 |
| December 31, 2023 Filed Jan 3, 2024 02:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 977 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000077 · form4.xml · derivative · entry 8 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,695 Underlying: Common Stock · 977 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 933 vested Restricted Stock Units which were subject to a one year deferred release and 44 vested Restricted Stock Units for which release was accelerated to accommodate tax withholding obligations in connection with Restricted Stock Units which vested on 12/31/2023 but are subject to deferred release. F6 · derivative.exercise_date: Represents release date for 933 vested Restricted Stock Units and vesting and release date for 44 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 |
| December 31, 2023 Filed Jan 3, 2024 02:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 848 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000077 · form4.xml · derivative · entry 7 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,705 Underlying: Common Stock · 848 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 848 vested Restricted Stock Units which were subject to a one year deferred release. F3 · derivative.exercise_date: Represents release date for 848 vested 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 |
| December 31, 2023 Filed Jan 3, 2024 02:25 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,338 | $625.03 | $836,290.14 |
DisclosureSEC source: 0001062993-24-000077 · form4.xml · nonDerivative · entry 6 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,607 Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 02:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 72 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000077 · form4.xml · nonDerivative · entry 5 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,945 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, 2023 Filed Jan 3, 2024 02:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000077 · form4.xml · nonDerivative · entry 4 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,873 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, 2023 Filed Jan 3, 2024 02:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 684 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000077 · form4.xml · nonDerivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,833 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, 2023 Filed Jan 3, 2024 02:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 977 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000077 · form4.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,149 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, 2023 Filed Jan 3, 2024 02:25 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 848 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000077 · form4.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,172 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 08, 2023 Filed Dec 12, 2023 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units - performance-based · Derivative | 158 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022419 · form4.xml · derivative · entry 7 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,315 Underlying: Common Stock · 158 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 F6 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2026. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. F4 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units - performance-based · Derivative | 524 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022419 · form4.xml · derivative · entry 6 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,528 Underlying: Common Stock · 524 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 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2025. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. F4 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units - performance-based · Derivative | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022419 · form4.xml · derivative · entry 5 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,814 Underlying: Common Stock · 692 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: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2024. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. F4 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,374 | $573.90 | $788,538.60 |
DisclosureSEC source: 0001062993-23-022419 · form4.xml · nonDerivative · entry 4 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,324 Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 158 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022419 · form4.xml · nonDerivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,698 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 08, 2023 Filed Dec 12, 2023 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 524 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022419 · form4.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,540 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 08, 2023 Filed Dec 12, 2023 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022419 · form4.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,016 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 06, 2023 Filed Dec 7, 2023 23:44 UTC | Atlassian Corp TEAM · Entity 3039 | GrantClass A Common Stock | 1,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-008216 · primarydocument.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,094 F1 · shares: 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. Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 23:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 78,170 | $0.00 Strike: $135.35 | $0.00 |
DisclosureSEC source: 0001062993-23-022248 · form4.xml · derivative · entry 21 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 78,170 shares Expires 2024-07-19 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. F18 · derivative.exercise_date: Represents final vesting date for this award. Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 23:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 296 | $575.48 | $170,342.38 |
DisclosureSEC source: 0001062993-23-022248 · form4.xml · nonDerivative · entry 20 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 65,324 F17 · price: This transaction was executed in multiple trades ranging from $575.40 to $575.64. 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 |
| December 06, 2023 Filed Dec 8, 2023 23:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 100 | $574.05 | $57,405.00 |
DisclosureSEC source: 0001062993-23-022248 · form4.xml · nonDerivative · entry 19 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 65,620 Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 23:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,300 | $573.09 | $745,018.95 |
DisclosureSEC source: 0001062993-23-022248 · form4.xml · nonDerivative · entry 18 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 65,720 F16 · price: This transaction was executed in multiple trades ranging from $572.52 to $573.31. 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 |
| December 06, 2023 Filed Dec 8, 2023 23:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 400 | $571.94 | $228,776.00 |
DisclosureSEC source: 0001062993-23-022248 · form4.xml · nonDerivative · entry 17 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 67,020 F15 · price: This transaction was executed in multiple trades ranging from $571.42 to $572.29. 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 |
| December 06, 2023 Filed Dec 8, 2023 23:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,800 | $570.63 | $1,027,137.96 |
DisclosureSEC source: 0001062993-23-022248 · form4.xml · nonDerivative · entry 16 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 67,420 F14 · price: This transaction was executed in multiple trades ranging from $570.26 to $571.07. 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 |
| December 06, 2023 Filed Dec 8, 2023 23:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,700 | $569.66 | $1,538,074.98 |
DisclosureSEC source: 0001062993-23-022248 · form4.xml · nonDerivative · entry 15 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 69,220 F13 · price: This transaction was executed in multiple trades ranging from $569.22 to $570.15. 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 |
| December 06, 2023 Filed Dec 8, 2023 23:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,002 | $568.66 | $1,138,459.12 |
DisclosureSEC source: 0001062993-23-022248 · form4.xml · nonDerivative · entry 14 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 71,920 F12 · price: This transaction was executed in multiple trades ranging from $568.17 to $569.14. 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 |
| December 06, 2023 Filed Dec 8, 2023 23:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 4,446 | $567.59 | $2,523,525.59 |
DisclosureSEC source: 0001062993-23-022248 · form4.xml · nonDerivative · entry 13 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 73,922 F11 · price: This transaction was executed in multiple trades ranging from $567.11 to $568.10. 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 |
| December 06, 2023 Filed Dec 8, 2023 23:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,427 | $566.42 | $1,374,707.89 |
DisclosureSEC source: 0001062993-23-022248 · form4.xml · nonDerivative · entry 12 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 78,368 F10 · price: This transaction was executed in multiple trades ranging from $566.03 to $567. 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 |
| December 06, 2023 Filed Dec 8, 2023 23:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,192 | $575.35 | $685,818.75 |
DisclosureSEC source: 0001062993-23-022248 · form4.xml · nonDerivative · entry 11 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 80,795 F9 · price: This transaction was executed in multiple trades ranging from $575.11 to $575.40. 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 |
| December 06, 2023 Filed Dec 8, 2023 23:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 300 | $574.05 | $172,215.00 |
DisclosureSEC source: 0001062993-23-022248 · form4.xml · nonDerivative · entry 10 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 81,987 Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 23:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 6,928 | $573.06 | $3,970,164.53 |
DisclosureSEC source: 0001062993-23-022248 · form4.xml · nonDerivative · entry 9 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President, and Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 82,287 F8 · price: This transaction was executed in multiple trades ranging from $572.77 to $573.27. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.