Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | EVP, Gen. Counsel & Corp. Sec. | July 01, 2026 | July 06, 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, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,516.8236 |
Ending reported balance
After 2026-07-01 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-07-01 · Exercise / conversion · Acquired 244 · Balance 29,205.1396 Row 2 · 2026-07-01 · Exercise / conversion · Acquired 236 · Balance 29,441.1396 Row 3 · 2026-07-01 · Exercise / conversion · Acquired 200 · Balance 29,641.1396 Row 4 · 2026-07-01 · Exercise / conversion · Acquired 170 · Balance 29,811.1396 Row 5 · 2026-07-01 · Tax withholding · Disposed 294.316 · Balance 29,516.8236 F1: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-07-01 · Exercise / conversion · Disposed 244 · Balance 0 F2: 1-for-1 F3: Represents vesting date for this tranche of restricted stock units. F4: 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 | 944 |
Reported balance
After 2026-07-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-07-01 · Exercise / conversion · Disposed 236 · Balance 944 F2: 1-for-1 F3: Represents vesting date for this tranche of restricted stock units. F4: 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 | 1,597 |
Reported balance
After 2026-07-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-07-01 · Exercise / conversion · Disposed 200 · Balance 1,597 F2: 1-for-1 F3: Represents vesting date for this tranche of restricted stock units. F4: 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 | 2,040 |
Reported balance
After 2026-07-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-07-01 · Exercise / conversion · Disposed 170 · Balance 2,040 F2: 1-for-1 F3: Represents vesting date for this tranche of restricted stock units. F4: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction.
F2: 1-for-1
F3: Represents vesting date for this tranche of restricted stock units.
F4: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.
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, 2026 Filed Jul 6, 2026 21:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-047350 · wk-form4_1783372543.xml · derivative · entry 9 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,040 Underlying: Common Stock · 170 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 date for this tranche of 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 |
| July 01, 2026 Filed Jul 6, 2026 21:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-047350 · wk-form4_1783372543.xml · derivative · entry 8 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,597 Underlying: Common Stock · 200 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 date for this tranche of 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 |
| July 01, 2026 Filed Jul 6, 2026 21:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-047350 · wk-form4_1783372543.xml · derivative · entry 7 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 944 Underlying: Common Stock · 236 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 date for this tranche of 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 |
| July 01, 2026 Filed Jul 6, 2026 21:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-047350 · wk-form4_1783372543.xml · derivative · entry 6 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 244 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 date for this tranche of 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 |
| July 01, 2026 Filed Jul 6, 2026 21:15 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 294.316 | $261.00 | $76,816.48 |
DisclosureSEC source: 0001628280-26-047350 · wk-form4_1783372543.xml · nonDerivative · entry 5 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,516.8236 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 21:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-047350 · wk-form4_1783372543.xml · nonDerivative · entry 4 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,811.1396 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, 2026 Filed Jul 6, 2026 21:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-047350 · wk-form4_1783372543.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,641.1396 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, 2026 Filed Jul 6, 2026 21:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-047350 · wk-form4_1783372543.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,441.1396 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, 2026 Filed Jul 6, 2026 21:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-047350 · wk-form4_1783372543.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,205.1396 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, 2026 Filed Apr 3, 2026 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023704 · wk-form4_1775249417.xml · derivative · entry 9 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,210 Underlying: Common Stock · 170 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023704 · wk-form4_1775249417.xml · derivative · entry 8 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,797 Underlying: Common Stock · 199 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023704 · wk-form4_1775249417.xml · derivative · entry 7 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,180 Underlying: Common Stock · 236 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023704 · wk-form4_1775249417.xml · derivative · entry 6 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244 Underlying: Common Stock · 244 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 301.627 | $432.38 | $130,417.48 |
DisclosureSEC source: 0001628280-26-023704 · wk-form4_1775249417.xml · nonDerivative · entry 5 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,961.1396 F2 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023704 · wk-form4_1775249417.xml · nonDerivative · entry 4 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,262.7666 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, 2026 Filed Apr 3, 2026 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023704 · wk-form4_1775249417.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,092.7666 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, 2026 Filed Apr 3, 2026 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023704 · wk-form4_1775249417.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,893.7666 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, 2026 Filed Apr 3, 2026 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023704 · wk-form4_1775249417.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,657.7666 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 · balance_after: Includes 38.384 shares acquired by the reporting person on 3/15/2026 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:59 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000581 · wk-form4_1767650375.xml · derivative · entry 9 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,996 Underlying: Common Stock · 200 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 date for this tranche of 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, 2025 Filed Jan 5, 2026 21:59 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000581 · wk-form4_1767650375.xml · derivative · entry 8 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,416 Underlying: Common Stock · 236 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 date for this tranche of 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, 2025 Filed Jan 5, 2026 21:59 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000581 · wk-form4_1767650375.xml · derivative · entry 7 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 488 Underlying: Common Stock · 244 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 date for this tranche of 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, 2025 Filed Jan 5, 2026 21:59 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 341 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000581 · wk-form4_1767650375.xml · derivative · entry 6 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,380 Underlying: Common Stock · 341 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 date for this tranche of 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, 2025 Filed Jan 5, 2026 21:59 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 507 | $669.88 | $339,629.16 |
DisclosureSEC source: 0001628280-26-000581 · wk-form4_1767650375.xml · nonDerivative · entry 5 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,375.3826 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:59 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000581 · wk-form4_1767650375.xml · nonDerivative · entry 4 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,882.3826 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, 2025 Filed Jan 5, 2026 21:59 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000581 · wk-form4_1767650375.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,682.3826 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, 2025 Filed Jan 5, 2026 21:59 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000581 · wk-form4_1767650375.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,446.3826 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, 2025 Filed Jan 5, 2026 21:59 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 341 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000581 · wk-form4_1767650375.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,202.3826 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 11, 2025 Filed Dec 16, 2025 00:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057194 · wk-form4_1765845499.xml · derivative · entry 13 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143 Underlying: Common Stock · 1 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 F8 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). 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. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 00:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057194 · wk-form4_1765845499.xml · derivative · entry 12 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155 Underlying: Common Stock · 3 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 F8 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). 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. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 00:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057194 · wk-form4_1765845499.xml · derivative · entry 11 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172 Underlying: Common Stock · 3 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 F8 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). 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. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 00:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057194 · wk-form4_1765845499.xml · derivative · entry 10 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,198 Underlying: Common Stock · 33 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 F7 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2028. 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. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. F5 · 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 11, 2025 Filed Dec 16, 2025 00:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057194 · wk-form4_1765845499.xml · derivative · entry 9 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,089 Underlying: Common Stock · 93 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 F6 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2027. 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. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. F5 · 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 11, 2025 Filed Dec 16, 2025 00:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 111 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057194 · wk-form4_1765845499.xml · derivative · entry 8 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,225 Underlying: Common Stock · 111 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: 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. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. F5 · 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 11, 2025 Filed Dec 16, 2025 00:38 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 244 | $662.43 | $161,632.92 |
DisclosureSEC source: 0001628280-25-057194 · wk-form4_1765845499.xml · nonDerivative · entry 7 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,861.3826 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 00:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057194 · wk-form4_1765845499.xml · nonDerivative · entry 6 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,105.3826 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 11, 2025 Filed Dec 16, 2025 00:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057194 · wk-form4_1765845499.xml · nonDerivative · entry 5 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,104.3826 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 11, 2025 Filed Dec 16, 2025 00:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057194 · wk-form4_1765845499.xml · nonDerivative · entry 4 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,101.3826 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 11, 2025 Filed Dec 16, 2025 00:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057194 · wk-form4_1765845499.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,098.3826 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 11, 2025 Filed Dec 16, 2025 00:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057194 · wk-form4_1765845499.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,065.3826 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 11, 2025 Filed Dec 16, 2025 00:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 111 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057194 · wk-form4_1765845499.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,972.3826 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 |
| October 01, 2025 Filed Oct 2, 2025 22:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043859 · wk-form4_1759443492.xml · derivative · entry 7 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,196 Underlying: Common Stock · 199 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 date for this tranche of 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 |
| October 01, 2025 Filed Oct 2, 2025 22:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043859 · wk-form4_1759443492.xml · derivative · entry 6 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,652 Underlying: Common Stock · 236 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 date for this tranche of 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 |
| October 01, 2025 Filed Oct 2, 2025 22:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043859 · wk-form4_1759443492.xml · derivative · entry 5 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 732 Underlying: Common Stock · 244 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 date for this tranche of 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 |
| October 01, 2025 Filed Oct 2, 2025 22:18 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 336.95 | $682.91 | $230,106.52 |
DisclosureSEC source: 0001628280-25-043859 · wk-form4_1759443492.xml · nonDerivative · entry 4 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,861.3826 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 22:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043859 · wk-form4_1759443492.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,198.3326 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 |
| October 01, 2025 Filed Oct 2, 2025 22:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043859 · wk-form4_1759443492.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,999.3326 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 |
| October 01, 2025 Filed Oct 2, 2025 22:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043859 · wk-form4_1759443492.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,763.3326 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, 2025 Filed Sep 3, 2025 23:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 7,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001749067-25-000009 · wk-form4_1756943223.xml · derivative · entry 3 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,267 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 · shares: Represents the awarded and vested units pursuant to the restricted stock units (performance-based vesting) grant related to achievement of certain total shareholder return objectives. F4 · derivative.exercise_date: Represents vesting and release date for restricted stock units (performance-based vesting). F5 · derivative.expiration_date: Restricted stock units (performance-based vesting) do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 23:47 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 3,478 | $667.00 | $2,319,826.00 |
DisclosureSEC source: 0001749067-25-000009 · wk-form4_1756943223.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,519.3326 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 23:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 7,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001749067-25-000009 · wk-form4_1756943223.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,997.3326 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.