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, 2024 Filed Jul 4, 2024 00:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019287 · form4-07042024_120730.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: 23,708.9256 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 9.51 shares acquired by the reporting person on 6/15/2024 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007827 · form4.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: 3,068 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 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, 2024 Filed Apr 2, 2024 22:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007827 · form4.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: 2,195 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 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, 2024 Filed Apr 2, 2024 22:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007827 · form4.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: 893 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 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, 2024 Filed Apr 2, 2024 22:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007827 · form4.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: 257 Underlying: Common Stock · 257 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 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, 2024 Filed Apr 2, 2024 22:57 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 456 | $639.84 | $291,767.04 |
DisclosureSEC source: 0001062993-24-007827 · form4.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: 23,442.4156 Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007827 · form4.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: 23,898.4156 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, 2024 Filed Apr 2, 2024 22:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007827 · form4.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: 23,662.4156 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, 2024 Filed Apr 2, 2024 22:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007827 · form4.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: 23,418.4156 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, 2024 Filed Apr 2, 2024 22:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007827 · form4.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: 23,240.4156 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 35.522 shares acquired by the reporting person on 3/15/2024 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 00:16 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 3,692 | $0.00 Strike: $216.64 | $0.00 |
DisclosureSEC source: 0001062993-24-004664 · form4.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: 11,079 Underlying: Common Stock · 3,692 shares Expires 2025-07-25 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_date: Represents last vest date for this tranche of stock options. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 00:16 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,692 | $663.84 | $2,450,892.48 |
DisclosureSEC source: 0001062993-24-004664 · form4.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: 22,947.8936 Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 00:16 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3,692 | $216.64 | $799,834.88 |
DisclosureSEC source: 0001062993-24-004664 · form4.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: 26,639.8936 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, 2023 Filed Jan 3, 2024 02:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 473 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000073 · form4.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: 3,304 Underlying: Common Stock · 473 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 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, 2023 Filed Jan 3, 2024 02:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000073 · form4.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: 2,439 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. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for 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, 2023 Filed Jan 3, 2024 02:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000073 · form4.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: 1,071 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. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for 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, 2023 Filed Jan 3, 2024 02:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000073 · form4.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: 514 Underlying: Common Stock · 257 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 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, 2023 Filed Jan 3, 2024 02:19 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 573 | $625.03 | $358,142.19 |
DisclosureSEC source: 0001062993-24-000073 · form4.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: 22,947.8936 Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 02:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 473 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000073 · form4.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: 23,520.8936 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, 2023 Filed Jan 3, 2024 02:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000073 · form4.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: 23,047.8936 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, 2023 Filed Jan 3, 2024 02:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000073 · form4.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: 22,803.8936 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, 2023 Filed Jan 3, 2024 02:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000073 · form4.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: 22,625.8936 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022421 · form4.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: 178 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022421 · form4.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: 181 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 |
| December 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units - performance-based · Derivative | 47 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022421 · form4.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: 7,445 Underlying: Common Stock · 47 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 F6 · 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. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. F4 · 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units - performance-based · Derivative | 102 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022421 · form4.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: 7,278 Underlying: Common Stock · 102 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 F5 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2025. 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. F4 · 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units - performance-based · Derivative | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022421 · form4.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: 5,423 Underlying: Common Stock · 75 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: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2024. 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. F4 · 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 228 | $573.90 | $130,849.20 |
DisclosureSEC source: 0001062993-23-022421 · form4.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: 22,368.8936 Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022421 · form4.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: 22,596.8936 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022421 · form4.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: 22,595.8936 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 47 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022421 · form4.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: 22,592.8936 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 102 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022421 · form4.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: 22,545.8936 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022421 · form4.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: 22,443.8936 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, 2023 Filed Oct 3, 2023 16:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018755 · form4.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: 2,683 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. 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 the vest date. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018755 · form4.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: 1,249 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 the vest date. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018755 · form4.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: 771 Underlying: Common Stock · 257 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 the vest date. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:55 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 338 | $510.94 | $172,697.72 |
DisclosureSEC source: 0001062993-23-018755 · form4.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: 22,368.8936 Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018755 · form4.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: 22,706.8936 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, 2023 Filed Oct 3, 2023 16:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018755 · form4.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: 22,462.8936 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, 2023 Filed Oct 3, 2023 16:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018755 · form4.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: 22,283.8936 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 05, 2023 Filed Sep 7, 2023 22:44 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 10,237 | $0.00 Strike: $135.35 | $0.00 |
DisclosureSEC source: 0001062993-23-017811 · form4.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 · 10,237 shares Expires 2024-07-19 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 05, 2023 Filed Sep 7, 2023 22:44 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,785 | $551.61 | $984,631.88 |
DisclosureSEC source: 0001062993-23-017811 · form4.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: 22,026.8936 F2 · price: This transaction was executed in multiple trades ranging from $551.33 to $552.02. 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 |
| September 05, 2023 Filed Sep 7, 2023 22:44 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 8,452 | $550.88 | $4,656,017.48 |
DisclosureSEC source: 0001062993-23-017811 · form4.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: 23,811.8936 F1 · price: This transaction was executed in multiple trades ranging from $550.31 to $551.30. 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 |
| September 05, 2023 Filed Sep 7, 2023 22:44 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 10,237 | $135.35 | $1,385,577.95 |
DisclosureSEC source: 0001062993-23-017811 · form4.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: 32,263.8936 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, 2023 Filed Sep 6, 2023 20:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 11,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-017693 · form4.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 · 11,610 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 · 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. F3 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units (performance-based vesting). F4 · 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, 2023 Filed Sep 6, 2023 20:20 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 6,052 | $549.60 | $3,326,179.20 |
DisclosureSEC source: 0001062993-23-017693 · form4.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: 22,026.8936 Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 11,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-017693 · form4.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: 28,078.8936 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 14, 2023 Filed Aug 15, 2023 23:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units(MSPP Matching Award) · Derivative | 129 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016567 · form4.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: 0 Underlying: Common Stock · 129 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 F6 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F4 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 23:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 136 | $305.54 | $41,553.44 |
DisclosureSEC source: 0001062993-23-016567 · form4.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 · 136 shares Expires 2023-08-14 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: Restricted Stock Units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 23:57 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 127 | $505.80 | $64,236.60 |
DisclosureSEC source: 0001062993-23-016567 · form4.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: 16,468.8936 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.