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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:43 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 298.006 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.