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 14, 2023 Filed Aug 15, 2023 23:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 129 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016567 · 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: 16,595.8936 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 |
| August 14, 2023 Filed Aug 15, 2023 23:57 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 136 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016567 · 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: 16,466.8936 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 11, 2023 Filed Aug 15, 2023 23:57 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units(MSPP Matching Award) · Derivative | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016567 · 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: 179 Underlying: Common Stock · 179 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 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 11, 2023 Filed Aug 15, 2023 23:57 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 179 | $497.77 | $89,100.83 |
DisclosureSEC source: 0001062993-23-016567 · 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: 179 Underlying: Common Stock · 179 shares Expires 2026-08-11 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 |
| July 27, 2023 Filed Jul 31, 2023 23:57 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 7,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015520 · 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: 7,964 Underlying: Common Stock · 7,964 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 9/1/2026. 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 27, 2023 Filed Jul 31, 2023 23:57 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 3,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015520 · form4.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: 3,777 Underlying: Common Stock · 3,777 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 12/31/2023; 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 27, 2023 Filed Jul 31, 2023 23:57 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 12,775 | $0.00 Strike: $496.53 | $0.00 |
DisclosureSEC source: 0001062993-23-015520 · form4.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: 12,775 Underlying: Common Stock · 12,775 shares Expires 2030-07-26 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/27/2024 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 27, 2023 Filed Aug 2, 2023 19:37 UTC Amendment | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 7,492 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015667 · form4a.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: 7,492 Underlying: Common Stock · 7,492 shares Expires not disclosed F1 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F2 · derivative.exercise_price: 1-for-1 F3 · shares: This amendment is being filed to correct an administrative error in the target number of units subject to the award, which was incorrectly stated in the Form 4 filed on July 31, 2023. 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 9/1/2026. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock. F4 · 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 01, 2023 Filed Jul 3, 2023 19:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014318 · 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: 2,927 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 the vest date. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014318 · 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: 1,428 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 the vest date. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014318 · 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: 1,028 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 this tranche of Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 191 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014318 · 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 · 191 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 the vest date. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:23 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 303 | $458.19 | $138,831.57 |
DisclosureSEC source: 0001062993-23-014318 · 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: 16,330.8936 Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014318 · 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: 16,633.8936 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 |
| July 01, 2023 Filed Jul 3, 2023 19:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014318 · 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: 16,389.8936 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 |
| July 01, 2023 Filed Jul 3, 2023 19:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014318 · 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: 16,211.8936 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 |
| July 01, 2023 Filed Jul 3, 2023 19:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 191 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014318 · 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: 15,954.8936 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. F1 · balance_after: Includes 9.793 shares of Intuit Inc. common stock acquired by the reporting person on 6/15/2023 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 18:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008421 · 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: 3,171 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. 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, 2023 Filed Apr 4, 2023 18:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008421 · 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: 1,606 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. 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, 2023 Filed Apr 4, 2023 18:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008421 · 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: 1,285 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, 2023 Filed Apr 4, 2023 18:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008421 · 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: 191 Underlying: Common Stock · 190 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, 2023 Filed Apr 4, 2023 18:06 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 302 | $445.83 | $134,640.66 |
DisclosureSEC source: 0001062993-23-008421 · 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: 15,754.1006 Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 18:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008421 · 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: 16,056.1006 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, 2023 Filed Apr 4, 2023 18:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008421 · 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: 15,813.1006 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, 2023 Filed Apr 4, 2023 18:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008421 · 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: 15,634.1006 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, 2023 Filed Apr 4, 2023 18:06 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008421 · 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: 15,377.1006 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 54.301 shares acquired by the reporting person on 3/15/2023 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000244 · form4.xml · derivative · entry 9 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,414 Underlying: Common Stock · 488 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, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000244 · form4.xml · derivative · entry 8 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,785 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, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000244 · form4.xml · derivative · entry 7 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,542 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, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000244 · form4.xml · derivative · entry 6 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381 Underlying: Common Stock · 190 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, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 554 | $389.22 | $215,627.88 |
DisclosureSEC source: 0001062993-23-000244 · form4.xml · nonDerivative · entry 5 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,132.799 Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000244 · form4.xml · nonDerivative · entry 4 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,686.799 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, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000244 · form4.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,198.799 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, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000244 · form4.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,020.799 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, 2022 Filed Jan 4, 2023 21:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000244 · form4.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,763.799 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 16, 2022 Filed Dec 20, 2022 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Unit) · Derivative | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024232 · form4.xml · derivative · entry 11 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184 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 16, 2022 Filed Dec 20, 2022 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Unit) · Derivative | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024232 · form4.xml · derivative · entry 10 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129 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 16, 2022 Filed Dec 20, 2022 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based · Derivative | 46 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024232 · form4.xml · derivative · entry 9 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,380 Underlying: Common Stock · 46 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 9/1/2025. 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 16, 2022 Filed Dec 20, 2022 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based · Derivative | 78 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024232 · form4.xml · derivative · entry 8 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,498 Underlying: Common Stock · 78 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 9/1/2024. 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 16, 2022 Filed Dec 20, 2022 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based · Derivative | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024232 · form4.xml · derivative · entry 7 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,690 Underlying: Common Stock · 192 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 9/1/2023. 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 16, 2022 Filed Dec 20, 2022 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 320 | $384.98 | $123,193.60 |
DisclosureSEC source: 0001062993-22-024232 · form4.xml · nonDerivative · entry 6 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,573.799 Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024232 · form4.xml · nonDerivative · entry 5 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,893.799 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 16, 2022 Filed Dec 20, 2022 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024232 · form4.xml · nonDerivative · entry 4 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,892.799 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 16, 2022 Filed Dec 20, 2022 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 46 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024232 · form4.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,889.799 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 16, 2022 Filed Dec 20, 2022 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 78 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024232 · form4.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,843.799 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 16, 2022 Filed Dec 20, 2022 21:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024232 · form4.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,765.799 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 14, 2022 Filed Dec 15, 2022 20:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 9,000 | $0.00 Strike: $135.35 | $0.00 |
DisclosureSEC source: 0001062993-22-023939 · form4.xml · derivative · entry 3 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,237 Underlying: Common Stock · 9,000 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. F1 · derivative.exercise_date: Represents latest vesting date for this tranche of Stock Options granted on 7/20/2017. Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 20:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 9,000 | $428.00 | $3,852,000.00 |
DisclosureSEC source: 0001062993-22-023939 · form4.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,573.799 Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 20:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 9,000 | $135.35 | $1,218,150.00 |
DisclosureSEC source: 0001062993-22-023939 · form4.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,573.799 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, 2022 Filed Oct 4, 2022 22:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020435 · form4.xml · derivative · entry 7 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,963 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 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.