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McLean Kerry J

Disclosed activity across 1 company

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32388
SEC CIK
0001749067

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
INTUIT INC.INTU · Entity 2373EVP, Gen. Counsel & Corp. Sec.July 01, 2026July 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect29,516.8236 Ending reported balance After 2026-07-01 transaction · row 5
5 source rows · reconciled sequence

Row 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 securityDirect0 Reported balance After 2026-07-01 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect944 Reported balance After 2026-07-01 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect1,597 Reported balance After 2026-07-01 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect2,040 Reported balance After 2026-07-01 transaction · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
August 12, 2025 Filed Aug 14, 2025 22:20 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative 178 $0.00 $0.00
Disclosure

SEC source: 0001749067-25-000007 · wk-form4_1755210019.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: 0

Underlying: Common Stock · 178 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 · price: Reporting person was awarded the restricted stock units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP).

F5 · derivative.exercise_date: Represents vesting and settlement date for restricted stock units (MSPP Matching Award).

F6 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
August 12, 2025 Filed Aug 14, 2025 22:20 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative 185 $486.66 $90,032.10
Disclosure

SEC source: 0001749067-25-000007 · wk-form4_1755210019.xml · derivative · entry 4

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 · 185 shares

Expires 2025-08-12

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: 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.

F4 · derivative.expiration_date: Represents settlement date for restricted stock units (MSPP Purchased Award). Restricted stock units do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
August 12, 2025 Filed Aug 14, 2025 22:20 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 172.515 $706.09 $121,811.12
Disclosure

SEC source: 0001749067-25-000007 · wk-form4_1755210019.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: 23,730.3326

F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction.

Read SEC document
August 12, 2025 Filed Aug 14, 2025 22:20 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 178 $0.00 $0.00
Disclosure

SEC source: 0001749067-25-000007 · wk-form4_1755210019.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: 23,902.8476

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, 2025 Filed Aug 14, 2025 22:20 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 185 $0.00 $0.00
Disclosure

SEC source: 0001749067-25-000007 · wk-form4_1755210019.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: 23,724.8476

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 08, 2025 Filed Aug 12, 2025 20:20 UTC INTUIT INC. INTU · Entity 2373 GrantRestricted Stock Units (MSPP Matching Award) · Derivative 144 $0.00 $0.00
Disclosure

SEC source: 0001749067-25-000005 · wk-form4_1755030014.xml · derivative · entry 2

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 144

Underlying: Common Stock · 144 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 date for these 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
August 08, 2025 Filed Aug 12, 2025 20:20 UTC INTUIT INC. INTU · Entity 2373 GrantRestricted Stock Units (MSPP Purchased Award) · Derivative 144 $749.00 $107,856.00
Disclosure

SEC source: 0001749067-25-000005 · wk-form4_1755030014.xml · derivative · entry 1

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 144

Underlying: Common Stock · 144 shares

Expires 2028-08-08

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). Restricted stock units do not expire; they either vest or are canceled prior to vesting date.

Read SEC document
July 24, 2025 Filed Jul 28, 2025 23:15 UTC INTUIT INC. INTU · Entity 2373 GrantRestricted Stock Units (performance-based vesting) · Derivative 5,231 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-036257 · wk-form4_1753744555.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: 5,231

Underlying: Common Stock · 5,231 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 9/1/2028. 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 24, 2025 Filed Jul 28, 2025 23:15 UTC INTUIT INC. INTU · Entity 2373 GrantRestricted Stock Units · Derivative 2,721 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-036257 · wk-form4_1753744555.xml · derivative · entry 2

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,721

Underlying: Common Stock · 2,721 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: 12.5% of the restricted stock units will vest on 12/31/2025; thereafter 6.25% of the restricted stock units will vest on each April 1, July 1, October 1, and December 31, 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 24, 2025 Filed Jul 28, 2025 23:15 UTC INTUIT INC. INTU · Entity 2373 GrantNon-Qualified Stock Options (right to buy) · Derivative 8,633 $0.00 Strike: $781.21 $0.00
Disclosure

SEC source: 0001628280-25-036257 · wk-form4_1753744555.xml · derivative · entry 1

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,633

Underlying: Common Stock · 8,633 shares

Expires 2032-07-23

F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/24/2026 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, 2025 Filed Jul 3, 2025 22:13 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units · Derivative 200 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-034334 · wk-form4_1751580829.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: 2,395

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.

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
July 01, 2025 Filed Jul 3, 2025 22:13 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units · Derivative 236 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-034334 · wk-form4_1751580829.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: 1,888

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
July 01, 2025 Filed Jul 3, 2025 22:13 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units · Derivative 244 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-034334 · wk-form4_1751580829.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: 976

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
July 01, 2025 Filed Jul 3, 2025 22:13 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units · Derivative 179 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-034334 · wk-form4_1751580829.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 · 179 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
July 01, 2025 Filed Jul 3, 2025 22:13 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 426.161 $787.63 $335,657.19
Disclosure

SEC source: 0001628280-25-034334 · wk-form4_1751580829.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: 23,539.8476

F2 · 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, 2025 Filed Jul 3, 2025 22:13 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 200 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-034334 · wk-form4_1751580829.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: 23,966.0086

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, 2025 Filed Jul 3, 2025 22:13 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 236 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-034334 · wk-form4_1751580829.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: 23,766.0086

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, 2025 Filed Jul 3, 2025 22:13 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 244 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-034334 · wk-form4_1751580829.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: 23,530.0086

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, 2025 Filed Jul 3, 2025 22:13 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 179 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-034334 · wk-form4_1751580829.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: 23,286.0086

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 6.134 shares acquired by the reporting person on 6/15/2025 through the Intuit Inc. Employee Stock Purchase Plan.

Read SEC document
May 27, 2025 Filed May 29, 2025 20:35 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative 16,700 $0.00 Strike: $303.94 $0.00
Disclosure

SEC source: 0001628280-25-028372 · wk-form4_1748550939.xml · derivative · entry 11

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 16,700 shares

Expires 2027-07-29

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.

F9 · derivative.exercise_date: Represents final vest date for this stock option grant.

Read SEC document
May 27, 2025 Filed May 29, 2025 20:35 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 100 $734.33 $73,433.00
Disclosure

SEC source: 0001628280-25-028372 · wk-form4_1748550939.xml · nonDerivative · entry 10

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,100.8746

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 6, 2024.

Read SEC document
May 27, 2025 Filed May 29, 2025 20:35 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 400 $733.28 $293,311.00
Disclosure

SEC source: 0001628280-25-028372 · wk-form4_1748550939.xml · nonDerivative · entry 9

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,200.8746

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 6, 2024.

F8 · price: This transaction was executed in multiple trades ranging from $733.00 to $733.80. 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
May 27, 2025 Filed May 29, 2025 20:35 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 873 $731.69 $638,767.90
Disclosure

SEC source: 0001628280-25-028372 · wk-form4_1748550939.xml · nonDerivative · entry 8

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,600.8746

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 6, 2024.

F7 · price: This transaction was executed in multiple trades ranging from $731.49 to $732.15. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
May 27, 2025 Filed May 29, 2025 20:35 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 2,106 $730.80 $1,539,066.48
Disclosure

SEC source: 0001628280-25-028372 · wk-form4_1748550939.xml · nonDerivative · entry 7

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,473.8746

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 6, 2024.

F6 · price: This transaction was executed in multiple trades ranging from $730.46 to $731.32. 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
May 27, 2025 Filed May 29, 2025 20:35 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 4,000 $729.79 $2,919,178.40
Disclosure

SEC source: 0001628280-25-028372 · wk-form4_1748550939.xml · nonDerivative · entry 6

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 26,579.8746

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 6, 2024.

F5 · price: This transaction was executed in multiple trades ranging from $729.46 to $730.45. 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
May 27, 2025 Filed May 29, 2025 20:35 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 5,409 $728.90 $3,942,614.15
Disclosure

SEC source: 0001628280-25-028372 · wk-form4_1748550939.xml · nonDerivative · entry 5

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 30,579.8746

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 6, 2024.

F4 · price: This transaction was executed in multiple trades ranging from $728.25 to $729.22. 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
May 27, 2025 Filed May 29, 2025 20:35 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 2,369 $727.51 $1,723,481.61
Disclosure

SEC source: 0001628280-25-028372 · wk-form4_1748550939.xml · nonDerivative · entry 4

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 35,988.8746

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 6, 2024.

F3 · price: This transaction was executed in multiple trades ranging from $727.17 to $728.01. 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
May 27, 2025 Filed May 29, 2025 20:35 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 671 $726.49 $487,476.94
Disclosure

SEC source: 0001628280-25-028372 · wk-form4_1748550939.xml · nonDerivative · entry 3

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 38,357.8746

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 6, 2024.

F2 · price: This transaction was executed in multiple trades ranging from $726.00 to $726.96. 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
May 27, 2025 Filed May 29, 2025 20:35 UTC INTUIT INC. INTU · Entity 2373 SaleCommon Stock 772 $725.00 $559,700.00
Disclosure

SEC source: 0001628280-25-028372 · wk-form4_1748550939.xml · nonDerivative · entry 2

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 39,028.8746

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 6, 2024.

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May 27, 2025 Filed May 29, 2025 20:35 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 16,700 $303.94 $5,075,798.00
Disclosure

SEC source: 0001628280-25-028372 · wk-form4_1748550939.xml · nonDerivative · entry 1

McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 39,800.8746

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, 2025 Filed Apr 3, 2025 20:43 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units · Derivative 199 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-016555 · wk-form4_1743713009.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: 2,595

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.

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April 01, 2025 Filed Apr 3, 2025 20:43 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units · Derivative 236 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-016555 · wk-form4_1743713009.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: 2,124

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.

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April 01, 2025 Filed Apr 3, 2025 20:43 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units · Derivative 244 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-016555 · wk-form4_1743713009.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: 1,220

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
April 01, 2025 Filed Apr 3, 2025 20:43 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units · Derivative 178 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-016555 · wk-form4_1743713009.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: 179

Underlying: Common Stock · 178 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.

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April 01, 2025 Filed Apr 3, 2025 20:43 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 298.006 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-016555 · wk-form4_1743713009.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: 23,100.8746

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:43 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 199 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-016555 · wk-form4_1743713009.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: 23,398.8806

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, 2025 Filed Apr 3, 2025 20:43 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 236 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-016555 · wk-form4_1743713009.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: 23,199.8806

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, 2025 Filed Apr 3, 2025 20:43 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 244 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-016555 · wk-form4_1743713009.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: 22,963.8806

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, 2025 Filed Apr 3, 2025 20:43 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 178 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-016555 · wk-form4_1743713009.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: 22,719.8806

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 32.969 shares acquired by the reporting person on 3/15/2025 through the Intuit Inc. Employee Stock Purchase Plan.

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December 31, 2024 Filed Jan 3, 2025 21:50 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units · Derivative 400 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-000315 · wk-form4_1735941046.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: 2,794

Underlying: Common Stock · 400 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
December 31, 2024 Filed Jan 3, 2025 21:50 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units · Derivative 236 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-000315 · wk-form4_1735941046.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: 2,360

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.

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
December 31, 2024 Filed Jan 3, 2025 21:50 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units · Derivative 243 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-000315 · wk-form4_1735941046.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: 1,464

Underlying: Common Stock · 243 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
December 31, 2024 Filed Jan 3, 2025 21:50 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units · Derivative 179 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-000315 · wk-form4_1735941046.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: 357

Underlying: Common Stock · 179 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
December 31, 2024 Filed Jan 3, 2025 21:50 UTC INTUIT INC. INTU · Entity 2373 Tax withholdingCommon Stock 525.186 $628.50 $330,079.40
Disclosure

SEC source: 0001628280-25-000315 · wk-form4_1735941046.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: 22,508.9116

Read SEC document
December 31, 2024 Filed Jan 3, 2025 21:50 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 400 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-000315 · wk-form4_1735941046.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: 23,034.0976

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, 2024 Filed Jan 3, 2025 21:50 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 236 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-000315 · wk-form4_1735941046.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: 22,634.0976

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, 2024 Filed Jan 3, 2025 21:50 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 243 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-000315 · wk-form4_1735941046.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: 22,398.0976

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, 2024 Filed Jan 3, 2025 21:50 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionCommon Stock 179 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-000315 · wk-form4_1735941046.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: 22,155.0976

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 12, 2024 Filed Dec 16, 2024 23:01 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative 1 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051563 · wk-form4_1734390060.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: 158

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.

F1 · derivative.exercise_price: 1-for-1

F7 · 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.

F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 23:01 UTC INTUIT INC. INTU · Entity 2373 Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative 3 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051563 · wk-form4_1734390060.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: 175

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.

F1 · derivative.exercise_price: 1-for-1

F7 · 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.

F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

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.