Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | EVP, Consumer Group | July 01, 2023 | July 03, 2023 |
| Rocket Companies, Inc.RKT · Entity 3094 | Director · Chief Executive Officer | September 07, 2026 | September 09, 2026 |
| SOUTHWEST AIRLINES COLUV · Entity 3286 | Director | August 10, 2026 | August 11, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
INTUIT INC.
Report date July 01, 2023 · Filed July 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,534 |
Ending reported balance
After 2023-07-01 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2023-07-01 · Exercise / conversion · Acquired 80 · Balance 462 Row 2 · 2023-07-01 · Exercise / conversion · Acquired 77 · Balance 539 Row 3 · 2023-07-01 · Exercise / conversion · Acquired 74 · Balance 613 Row 4 · 2023-07-01 · Exercise / conversion · Acquired 1,533 · Balance 2,146 Row 5 · 2023-07-01 · Tax withholding · Disposed 612 · Balance 1,534 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-07-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-07-01 · Exercise / conversion · Disposed 80 · Balance 0 F1: 1-for-1 F2: Represents vesting date for this tranche of Restricted Stock Units. F3: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 309 |
Reported balance
After 2023-07-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-07-01 · Exercise / conversion · Disposed 77 · Balance 309 F1: 1-for-1 F2: Represents vesting date for this tranche of Restricted Stock Units. F3: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 595 |
Reported balance
After 2023-07-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-07-01 · Exercise / conversion · Disposed 74 · Balance 595 F1: 1-for-1 F2: Represents vesting date for this tranche of Restricted Stock Units. F3: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,598 |
Reported balance
After 2023-07-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-07-01 · Exercise / conversion · Disposed 1,533 · Balance 4,598 F1: 1-for-1 F2: Represents vesting date for this tranche of Restricted Stock Units. F3: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: Represents vesting date for this tranche of Restricted Stock Units.
F3: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date.
Rocket Companies, Inc.
Report date September 07, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 1,958,664 |
Ending reported balance
After 2026-09-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-07 · Tax withholding · Disposed 126,999 · Balance 2,016,923 F1: Number of shares forfeited to pay tax withholding obligations upon the vesting of restricted stock units granted by the Issuer under its 2020 Omnibus Incentive Plan. Row 2 · 2026-09-08 · Tax withholding · Disposed 58,259 · Balance 1,958,664 F1: Number of shares forfeited to pay tax withholding obligations upon the vesting of restricted stock units granted by the Issuer under its 2020 Omnibus Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Number of shares forfeited to pay tax withholding obligations upon the vesting of restricted stock units granted by the Issuer under its 2020 Omnibus Incentive Plan.
SOUTHWEST AIRLINES CO
Report date August 10, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,787 |
Reported balance
After 2026-08-10 transaction · row 1
1 source rowRow 1 · 2026-08-10 · Grant · Acquired 3,787 · Balance 3,787 |
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 |
|---|---|---|---|---|---|---|
| September 01, 2022 Filed Sep 6, 2022 19:24 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019217 · form4.xml · nonDerivative · entry 1 Krishna Varun · CIK 0001931906 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,745 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 12, 2022 Filed Aug 15, 2022 20:18 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Matching Award) · Derivative | 106 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017984 · form4.xml · derivative · entry 2 Krishna Varun · CIK 0001931906 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106 Underlying: Common Stock · 106 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F6 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F4 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 20:18 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative | 106 | $486.66 | $51,585.96 |
DisclosureSEC source: 0001062993-22-017984 · form4.xml · derivative · entry 1 Krishna Varun · CIK 0001931906 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106 Underlying: Common Stock · 106 shares Expires 2025-08-12 F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| July 28, 2022 Filed Aug 1, 2022 21:40 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit(performance-based vesting) · Derivative | 11,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016993 · form4.xml · derivative · entry 3 Krishna Varun · CIK 0001931906 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,670 Underlying: Common Stock · 11,670 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 9/1/2025. 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). F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 28, 2022 Filed Aug 1, 2022 21:40 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 6,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016993 · form4.xml · derivative · entry 2 Krishna Varun · CIK 0001931906 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,131 Underlying: Common Stock · 6,131 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: 25% of the Restricted Stock Units will vest on 7/1/2023; 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, 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 28, 2022 Filed Aug 1, 2022 21:40 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 20,109 | $0.00 Strike: $448.59 | $0.00 |
DisclosureSEC source: 0001062993-22-016993 · form4.xml · derivative · entry 1 Krishna Varun · CIK 0001931906 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,109 Underlying: Common Stock · 20,109 shares Expires 2029-07-27 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/28/2023 and thereafter 2 1/2% of the stock options will vest on each monthly anniversary. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 23:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 298 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016114 · form4.xml · derivative · entry 9 Krishna Varun · CIK 0001931906 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 892 Underlying: Common Stock · 298 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. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 23:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 77 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016114 · form4.xml · derivative · entry 8 Krishna Varun · CIK 0001931906 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 617 Underlying: Common Stock · 77 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. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 23:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016114 · form4.xml · derivative · entry 7 Krishna Varun · CIK 0001931906 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320 Underlying: Common Stock · 80 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. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 23:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016114 · form4.xml · derivative · entry 6 Krishna Varun · CIK 0001931906 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 289 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. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 23:40 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 259 | $388.31 | $100,572.29 |
DisclosureSEC source: 0001062993-22-016114 · form4.xml · nonDerivative · entry 5 Krishna Varun · CIK 0001931906 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 985 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 23:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 298 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016114 · form4.xml · nonDerivative · entry 4 Krishna Varun · CIK 0001931906 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,244 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, 2022 Filed Jul 6, 2022 23:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 77 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016114 · form4.xml · nonDerivative · entry 3 Krishna Varun · CIK 0001931906 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 955 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, 2022 Filed Jul 6, 2022 23:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016114 · form4.xml · nonDerivative · entry 2 Krishna Varun · CIK 0001931906 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 878 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, 2022 Filed Jul 6, 2022 23:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016114 · form4.xml · nonDerivative · entry 1 Krishna Varun · CIK 0001931906 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 798 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, 2022 Filed Sep 13, 2022 15:59 UTC Amendment | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 298 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019501 · form4a.xml · nonDerivative · entry 1 Krishna Varun · CIK 0001931906 · EVP, Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,253 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.