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 |
|---|---|---|---|---|---|---|
| August 28, 2020 Filed Aug 31, 2020 20:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 22,884 | $113.19 | $2,590,239.96 |
DisclosureSEC source: 0000896878-20-000154 · edgar.xml · nonDerivative · entry 6 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,028 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 27, 2020 Filed Aug 31, 2020 20:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 74,096 | $0.00 Strike: $107.25 | $0.00 |
DisclosureSEC source: 0000896878-20-000154 · edgar.xml · derivative · entry 12 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 74,096 shares Expires 2022-07-22 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 27, 2020 Filed Aug 31, 2020 20:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 87,162 | $0.00 Strike: $113.19 | $0.00 |
DisclosureSEC source: 0000896878-20-000154 · edgar.xml · derivative · entry 11 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,884 Underlying: Common Stock · 87,162 shares Expires 2023-07-20 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 27, 2020 Filed Aug 31, 2020 20:58 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 80,320 | $345.12 | $27,720,038.40 |
DisclosureSEC source: 0000896878-20-000154 · edgar.xml · nonDerivative · entry 5 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,144 F3 · price: This transaction was executed in multiple trades ranging from $345 to $345.43. 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 27, 2020 Filed Aug 31, 2020 20:58 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 65,335 | $346.01 | $22,606,563.35 |
DisclosureSEC source: 0000896878-20-000154 · edgar.xml · nonDerivative · entry 4 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,464 F2 · price: This transaction was executed in multiple trades ranging from $345.48 to $346.43. 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 27, 2020 Filed Aug 31, 2020 20:58 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 15,603 | $346.98 | $5,413,928.94 |
DisclosureSEC source: 0000896878-20-000154 · edgar.xml · nonDerivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,799 F1 · price: This transaction was executed in multiple trades ranging from $346.46 to $347.45. 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 |
| August 27, 2020 Filed Aug 31, 2020 20:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 74,096 | $107.25 | $7,946,796.00 |
DisclosureSEC source: 0000896878-20-000154 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,402 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 27, 2020 Filed Aug 31, 2020 20:58 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 87,162 | $113.19 | $9,865,866.78 |
DisclosureSEC source: 0000896878-20-000154 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,306 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 30, 2020 Filed Aug 3, 2020 19:53 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units - performance-based vesting · Derivative | 30,806 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000103 · edgar.xml · derivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,806 Underlying: Common Stock · 30,806 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F6 · shares: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2023. Shares underlying this award are subject to a one year deferred issuance after vesting. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. Common Stock. F7 · derivative.exercise_date: Represents vesting date for Restricted Stock Units - performance-based vesting. Shares underlying this award are subject to a one year deferred issuance after vesting. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 19:53 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 15,629 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000103 · edgar.xml · derivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,629 Underlying: Common Stock · 15,629 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents first vesting date for these restricted stock units. 25% of the restricted stock units vest on 7/1/2021; thereafter 6.25% of the restricted stock units vest on each of October 1, December 31, April 1, and July 1 until the award is fully vested. Shares underlying this award are subject to a one year deferred issuance after vesting. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 19:53 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 63,458 | $0.00 Strike: $303.94 | $0.00 |
DisclosureSEC source: 0000896878-20-000103 · edgar.xml · derivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,458 Underlying: Common Stock · 63,458 shares Expires 2027-07-29 F1 · derivative.exercise_date: Represents first vesting date for this award. 25% of the stock options awarded vest on 7/30/2021 and thereafter 2 1/12% will vest on each monthly anniversary such that the award is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 159 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000087 · edgar.xml · derivative · entry 7 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,046 Underlying: Common Stock · 159 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F5 · derivative.exercise_date: Represents vesting and release date to accomodate the withholding of shares in connection with tax withholding obligations for restricted stock units with a deferred release date of 7/1/2021. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 793 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000087 · edgar.xml · derivative · entry 6 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,347 Underlying: Common Stock · 793 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting and release date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 4,925 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000087 · edgar.xml · derivative · entry 5 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,925 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting and release date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:41 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 2,588 | $302.58 | $783,077.04 |
DisclosureSEC source: 0000896878-20-000087 · edgar.xml · nonDerivative · entry 4 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,144 F1 · shares: Shares withheld in connection with tax withholding obligations as follows: 2,429 shares withheld in connection with vesting and release of restricted stock units on 7/1/2020 and 159 shares withheld in connection with shares vested on 7/1/2020 but subject to deferred release. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 159 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000087 · edgar.xml · nonDerivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,732 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, 2020 Filed Jul 3, 2020 00:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 793 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000087 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,573 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, 2020 Filed Jul 3, 2020 00:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4,925 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000087 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,780 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, 2020 Filed Apr 3, 2020 18:37 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 794 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000041 · edgar.xml · derivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,140 Underlying: Common Stock · 794 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 18:37 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 275 | $218.12 | $59,983.00 |
DisclosureSEC source: 0000896878-20-000041 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,855 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 18:37 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 794 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000041 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,129 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, 2019 Filed Jan 4, 2020 00:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 793 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000436 · doc1.xml · derivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,934 Underlying: Common Stock · 793 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units granted on 7/26/2018. F3 · derivative.expiration_date: Restricted stock units do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| December 31, 2019 Filed Jan 4, 2020 00:00 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 394 | $261.93 | $103,200.42 |
DisclosureSEC source: 0001567619-20-000436 · doc1.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,335 Read SEC document |
| December 31, 2019 Filed Jan 4, 2020 00:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 793 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000436 · doc1.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,729 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 |
| November 25, 2019 Filed Nov 27, 2019 02:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 22,200 | $0.00 Strike: $107.25 | $0.00 |
DisclosureSEC source: 0000896878-19-000179 · edgar.xml · derivative · entry 9 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,096 Underlying: Common Stock · 22,200 shares Expires 2022-07-22 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 August 2019. F7 · derivative.exercise_date: Represents date this stock option grant was fully vested. Read SEC document |
| November 25, 2019 Filed Nov 27, 2019 02:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 70,750 | $0.00 Strike: $82.59 | $0.00 |
DisclosureSEC source: 0000896878-19-000179 · edgar.xml · derivative · entry 8 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 70,750 shares Expires 2021-07-23 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 August 2019. F7 · derivative.exercise_date: Represents date this stock option grant was fully vested. Read SEC document |
| November 25, 2019 Filed Nov 27, 2019 02:28 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 699 | $260.88 | $182,354.14 |
DisclosureSEC source: 0000896878-19-000179 · edgar.xml · nonDerivative · entry 7 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,936 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in August 2019. F6 · price: This transaction was executed in multiple trades ranging from $260.86 to $260.99. 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 25, 2019 Filed Nov 27, 2019 02:28 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 600 | $260.01 | $156,005.46 |
DisclosureSEC source: 0000896878-19-000179 · edgar.xml · nonDerivative · entry 6 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,635 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in August 2019. F5 · price: This transaction was executed in multiple trades ranging from $259.56 to $260.45. 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 25, 2019 Filed Nov 27, 2019 02:28 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 23,321 | $258.85 | $6,036,666.50 |
DisclosureSEC source: 0000896878-19-000179 · edgar.xml · nonDerivative · entry 5 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,235 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in August 2019. F4 · price: This transaction was executed in multiple trades ranging from $258.54 to $259.41. 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 |
| November 25, 2019 Filed Nov 27, 2019 02:28 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 20,022 | $258.04 | $5,166,390.79 |
DisclosureSEC source: 0000896878-19-000179 · edgar.xml · nonDerivative · entry 4 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,556 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in August 2019. F3 · price: This transaction was executed in multiple trades ranging from $257.54 to $258.53. 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 25, 2019 Filed Nov 27, 2019 02:28 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 48,308 | $257.01 | $12,415,697.05 |
DisclosureSEC source: 0000896878-19-000179 · edgar.xml · nonDerivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,578 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in August 2019. F2 · price: This transaction was executed in multiple trades ranging from $256.54 to $257.53. 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 25, 2019 Filed Nov 27, 2019 02:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 22,200 | $107.25 | $2,380,950.00 |
DisclosureSEC source: 0000896878-19-000179 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,886 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 August 2019. Read SEC document |
| November 25, 2019 Filed Nov 27, 2019 02:28 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 70,750 | $82.59 | $5,843,242.50 |
DisclosureSEC source: 0000896878-19-000179 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President and Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,686 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 August 2019. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 793 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000164 · edgar.xml · derivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,727 Underlying: Common Stock · 793 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of restricted stock units granted on 7/26/2018. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:41 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 394 | $264.30 | $104,134.20 |
DisclosureSEC source: 0000896878-19-000164 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,936 Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:41 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 793 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000164 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,330 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, 2019 Filed Sep 3, 2019 23:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 51,975 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000140 · edgar.xml · derivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 51,975 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, 2019 Filed Sep 3, 2019 23:56 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 25,771 | $288.36 | $7,431,325.56 |
DisclosureSEC source: 0000896878-19-000140 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,537 Read SEC document |
| September 01, 2019 Filed Sep 3, 2019 23:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 51,975 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000140 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,308 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 25, 2019 Filed Jul 29, 2019 22:27 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (performance-based vesting) · Derivative | 28,675 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000118 · edgar.xml · derivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,675 Underlying: Common Stock · 28,675 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F6 · 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 9/1/2022. 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 vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:27 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 14,205 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000118 · edgar.xml · derivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,205 Underlying: Common Stock · 14,205 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Provided that a predetermined one year operating goal threshold is achieved, 25% of the restricted stock units will vest on 7/1/2020; thereafter 6.25% of the restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date 7/1/2020, until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:27 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 61,028 | $0.00 Strike: $281.60 | $0.00 |
DisclosureSEC source: 0000896878-19-000118 · edgar.xml · derivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,028 Underlying: Common Stock · 61,028 shares Expires 2026-07-24 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/25/2020 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 3,173 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000096 · edgar.xml · derivative · entry 7 Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,520 Underlying: Common Stock · 3,173 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 4,925 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000096 · edgar.xml · derivative · entry 6 Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,925 Underlying: Common Stock · 4,925 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 6,258 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000096 · edgar.xml · derivative · entry 5 Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 vesting date for this traunch of restricted stock units. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:18 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 6,551 | $264.20 | $1,730,774.20 |
DisclosureSEC source: 0000896878-19-000096 · edgar.xml · nonDerivative · entry 4 Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,333 Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3,173 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000096 · edgar.xml · nonDerivative · entry 3 Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,884 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, 2019 Filed Jul 3, 2019 21:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4,925 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000096 · edgar.xml · nonDerivative · entry 2 Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,711 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, 2019 Filed Jul 3, 2019 21:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 6,258 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000096 · edgar.xml · nonDerivative · entry 1 Goodarzi Sasan K · CIK 0001412321 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,786 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 |
| November 21, 2018 Filed Nov 26, 2018 21:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 23,526 | $0.00 Strike: $56.52 | $0.00 |
DisclosureSEC source: 0000896878-18-000216 · edgar.xml · derivative · entry 20 Goodarzi Sasan K · CIK 0001412321 · EVP, GM SBSEG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,526 shares Expires 2019-07-24 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.