Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | Director | August 03, 2026 | August 06, 2026 |
| NASDAQ, INC.NDAQ · Entity 3019 | Director · Chair and CEO | April 03, 2026 | April 07, 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 August 03, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2031-08-03 | Direct | 413 |
Reported balance
After 2026-08-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 413 · Balance 413 F1: 1-for-1 F2: Represents vesting date for these restricted stock units. F3: Represents release date for these restricted stock units. 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 these restricted stock units.
F3: Represents release date for these restricted stock units. Restricted stock units do not expire; they either vest or are canceled prior to the vest date.
NASDAQ, INC.
Report date April 03, 2026 · Filed April 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 1,983,866 |
Reported balance
After 2026-04-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-03 · Tax withholding · Disposed 8,075 · Balance 1,983,866 F1: Represents shares of Common Stock withheld for taxes in connection with the settlement of an equity award previously granted under the Issuer's Equity Incentive Plan. F2: Represents (i) 458,565 shares or units of restricted stock, of which 335,425 are vested, (ii) 1,411,948 shares of Common Stock underlying PSUs, 1,370,208 of which are vested, (iii) 10,000 shares of Common Stock acquired through open market purchases, and (iv) 103,353 shares granted under the Issuer's Equity Incentive Plan or the Issuer's Employee Stock Purchase Plan when the reporting person was an employee of the Issuer prior to returning as President in 2014. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectHeld by the A.T. Friedman Irrevocable Trust No.1 | 73,500 |
Reported balance
Holding disclosure · report date 2026-04-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 73,500 F3: Reflects shares gifted for estate planning purposes to a family trust for the benefit of the reporting person's child, of which the reporting person's spouse is the trustee and the reporting person's brother is the investment advisor. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectHeld by The A.T. Friedman Irrevocable Trust No.2 | 73,500 |
Reported balance
Holding disclosure · report date 2026-04-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 73,500 F3: Reflects shares gifted for estate planning purposes to a family trust for the benefit of the reporting person's child, of which the reporting person's spouse is the trustee and the reporting person's brother is the investment advisor. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $67.48 · Expires 2032-01-03 | Direct | 306,936 |
Reported balance
Holding disclosure · report date 2026-04-03 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 306,936 F4: The option vests on January 3, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Common Stock withheld for taxes in connection with the settlement of an equity award previously granted under the Issuer's Equity Incentive Plan.
F2: Represents (i) 458,565 shares or units of restricted stock, of which 335,425 are vested, (ii) 1,411,948 shares of Common Stock underlying PSUs, 1,370,208 of which are vested, (iii) 10,000 shares of Common Stock acquired through open market purchases, and (iv) 103,353 shares granted under the Issuer's Equity Incentive Plan or the Issuer's Employee Stock Purchase Plan when the reporting person was an employee of the Issuer prior to returning as President in 2014.
F3: Reflects shares gifted for estate planning purposes to a family trust for the benefit of the reporting person's child, of which the reporting person's spouse is the trustee and the reporting person's brother is the investment advisor.
F4: The option vests on January 3, 2027.
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 |
|---|---|---|---|---|---|---|
| January 29, 2019 Filed Jan 31, 2019 21:33 UTC | NASDAQ, INC. NDAQ · Entity 3019 | GrantEmployee Stock Option (Right to Buy) · Derivative | 89,606 | $0.00 Strike: $66.68 | $0.00 |
DisclosureSEC source: 0001209191-19-006156 · doc4.xml · derivative · entry 3 FRIEDMAN ADENA T · CIK 0001240169 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,211 Underlying: Common Stock · 89,606 shares Expires 2027-01-03 F4 · derivative.exercise_date: Options exercisable. F5 · balance_after: On January 3, 2017, Ms. Friedman received a grant of 268,817 performance-based options that vests in one-third annual installments based on Nasdaq's satisfaction of certain performance goals for each of the fiscal years ending December 31, 2017, 2018 and 2019. On January 29, 2019, Nasdaq's Management Compensation Committee and Board of Directors determined that the performance goal for 2018 was met, resulting in the settlement of the second one-third of the grant. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 21:33 UTC | NASDAQ, INC. NDAQ · Entity 3019 | Tax withholdingCommon Stock, par value $0.01 per share | 33,589 | $85.81 | $2,882,272.09 |
DisclosureSEC source: 0001209191-19-006156 · doc4.xml · nonDerivative · entry 2 FRIEDMAN ADENA T · CIK 0001240169 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,095 F2 · kind: Represents the surrender of shares to pay withholding taxes in connection with the settlement of PSUs, as described above. F3 · balance_after: Represents (i) 81,584 shares of vested restricted stock, (ii) 139,060 vested shares underlying PSUs and (iii) 34,451 shares granted under Nasdaq's Equity Incentive Plan or acquired under Nasdaq's Employee Stock Purchase Plan when Ms. Friedman was previously an employee of Nasdaq. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 21:33 UTC | NASDAQ, INC. NDAQ · Entity 3019 | GrantCommon Stock, par value $0.01 per share | 71,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006156 · doc4.xml · nonDerivative · entry 1 FRIEDMAN ADENA T · CIK 0001240169 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,684 F1 · kind: Represents the settlement of performance share units (PSUs) that were previously granted under Nasdaq's Equity Incentive Plan. The ultimate amount of shares to be received under the grant depended upon the achievement of performance goals during a three-year performance period from January 1, 2016 through December 31, 2018. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 22:55 UTC | NASDAQ, INC. NDAQ · Entity 3019 | GrantEmployee Stock Option (Right to Buy) · Derivative | 89,605 | $0.00 Strike: $66.68 | $0.00 |
DisclosureSEC source: 0001209191-18-006554 · doc4.xml · derivative · entry 2 FRIEDMAN ADENA T · CIK 0001240169 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,605 Underlying: Common Stock · 89,605 shares Expires 2027-01-03 F2 · derivative.exercise_date: Options exercisable. F3 · balance_after: On January 3, 2017, Ms. Friedman received a grant of 268,817 performance-based options that vests in one-third annual installments based on Nasdaq's satisfaction of certain performance goals for each of the fiscal years ending December 31, 2017, 2018 and 2019. On January 30, 2018, Nasdaq's Management Compensation Committee and Board of Directors determined that the performance goal for 2017 was met, resulting in the settlement of the first one-third of the grant. Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 22:18 UTC | NASDAQ, INC. NDAQ · Entity 3019 | Tax withholdingCommon Stock, par value $0.00 per share | 42,060 | $77.66 | $3,266,379.60 |
DisclosureSEC source: 0001209191-18-002504 · doc4.xml · nonDerivative · entry 2 FRIEDMAN ADENA T · CIK 0001240169 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,469 F2 · kind: Represents the surrender of shares to pay withholding taxes in connection with the settlement of PSUs, as described above. F3 · balance_after: Represents (i) 81,584 shares of vested restricted stock, (ii) 101,434 vested shares underlying PSUs and (iii) 34,451 shares granted under Nasdaq's Equity Incentive Plan or acquired under Nasdaq's Employee Stock Purchase Plan when Ms. Friedman was previously an employee of Nasdaq. Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 22:18 UTC | NASDAQ, INC. NDAQ · Entity 3019 | GrantCommon Stock, par value $0.00 per share | 84,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-002504 · doc4.xml · nonDerivative · entry 1 FRIEDMAN ADENA T · CIK 0001240169 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,529 F1 · kind: Represents the settlement of performance share units (PSUs) that were previously granted under Nasdaq's Equity Incentive Plan. The ultimate amount of shares to be received under the grant depended upon the achievement of performance goals during a three-year performance period from January 1, 2015 through December 31, 2017. Read SEC document |
| June 16, 2017 Filed Jun 20, 2017 21:18 UTC | NASDAQ, INC. NDAQ · Entity 3019 | Tax withholdingCommon Stock, par value $0.00 per share | 28,127 | $71.16 | $2,001,517.32 |
DisclosureSEC source: 0001209191-17-041120 · doc4.xml · nonDerivative · entry 1 FRIEDMAN ADENA T · CIK 0001240169 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,474 F1 · kind: The reported transaction consists of a surrender of shares to pay withholding taxes in connection with a vesting of equity previously granted under Nasdaq's Equity Incentive Plan. F2 · balance_after: Represents (i) 81,584 shares of vested restricted stock, (ii) 59,439 vested shares underlying PSUs and (iii) 34,451 shares granted under Nasdaq's Equity Incentive Plan or acquired under Nasdaq's Employee Stock Purchase Plan when Ms. Friedman was previously an employee of Nasdaq. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:04 UTC | NASDAQ, INC. NDAQ · Entity 3019 | Tax withholdingCommon Stock, par value $0.01 per share | 64,923 | $68.18 | $4,426,450.14 |
DisclosureSEC source: 0001209191-17-006771 · doc4.xml · nonDerivative · entry 2 FRIEDMAN ADENA T · CIK 0001240169 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,601 F2 · kind: Represents the surrender of shares to pay withholding taxes in connection with the settlement of PSUs, as described above. F3 · balance_after: Represents (i) 109,711 units of restricted stock, of which 54,991 are vested, (ii) 34,451 shares granted under Nasdaq's Equity Incentive Plan or acquired under Nasdaq's Employee Stock Purchase Plan when Ms. Friedman was previously an employee of Nasdaq, and (iii) 59,439 vested shares underlying PSUs. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:04 UTC | NASDAQ, INC. NDAQ · Entity 3019 | GrantCommon Stock, par value $0.01 per share | 124,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006771 · doc4.xml · nonDerivative · entry 1 FRIEDMAN ADENA T · CIK 0001240169 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,524 F1 · kind: Represents the settlement of performance share units (PSUs) that were granted under Nasdaq's Equity Incentive Plan on June 16, 2014. The ultimate amount of shares to be received under the grants depended upon the achievement of performance goals during a three-year performance period from January 1, 2014 through December 31, 2016. On January 30, 2017, Nasdaq's Board of Directors approved the settlement of the PSU grants. The shares underlying the PSUs vested on December 31, 2016. 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.