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 |
|---|---|---|---|---|---|---|
| December 18, 2020 Filed Dec 22, 2020 01:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Unit) · Derivative | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000241 · edgar.xml · derivative · entry 12 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128 Underlying: Common Stock · 2 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 18, 2020 Filed Dec 22, 2020 01:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Unit) · Derivative | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000241 · edgar.xml · derivative · entry 11 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170 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 18, 2020 Filed Dec 22, 2020 01:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based · Derivative | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000241 · edgar.xml · derivative · entry 10 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,056 Underlying: Common Stock · 51 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 9/1/2023. 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 18, 2020 Filed Dec 22, 2020 01:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based · Derivative | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000241 · edgar.xml · derivative · entry 9 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,138 Underlying: Common Stock · 96 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 9/1/2022. 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 18, 2020 Filed Dec 22, 2020 01:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based · Derivative | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000241 · edgar.xml · derivative · entry 8 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,549 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: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2021. 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 18, 2020 Filed Dec 22, 2020 01:21 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 332 | $380.11 | $126,196.52 |
DisclosureSEC source: 0000896878-20-000241 · edgar.xml · nonDerivative · entry 7 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,651 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 01:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000241 · edgar.xml · nonDerivative · entry 6 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,983 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 18, 2020 Filed Dec 22, 2020 01:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000241 · edgar.xml · nonDerivative · entry 5 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,982 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 18, 2020 Filed Dec 22, 2020 01:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000241 · edgar.xml · nonDerivative · entry 4 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,980 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 18, 2020 Filed Dec 22, 2020 01:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000241 · edgar.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,977 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 18, 2020 Filed Dec 22, 2020 01:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000241 · edgar.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,926 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 18, 2020 Filed Dec 22, 2020 01:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000241 · edgar.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,830 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, 2020 Filed Oct 5, 2020 17:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000197 · edgar.xml · derivative · entry 5 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,094 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 this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest are are cancelled prior to vesting date. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000197 · edgar.xml · derivative · entry 4 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,515 Underlying: Common Stock · 216 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 are are cancelled prior to vesting date. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:21 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 203 | $332.34 | $67,465.02 |
DisclosureSEC source: 0000896878-20-000197 · edgar.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,651 Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000197 · edgar.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,854 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, 2020 Filed Oct 5, 2020 17:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000197 · edgar.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,664 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, 2020 Filed Sep 3, 2020 17:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,303 | $0.00 Strike: $113.19 | $0.00 |
DisclosureSEC source: 0000896878-20-000172 · edgar.xml · derivative · entry 3 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,303 shares Expires 2023-07-20 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 final vesting date for this grant. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 17:04 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 5,303 | $346.34 | $1,836,641.02 |
DisclosureSEC source: 0000896878-20-000172 · edgar.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,448 Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 17:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 5,303 | $113.19 | $600,246.57 |
DisclosureSEC source: 0000896878-20-000172 · edgar.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,751 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, 2020 Filed Aug 17, 2020 19:15 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Matching Award) · Derivative | 136 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000139 · edgar.xml · derivative · entry 2 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136 Underlying: Common Stock · 136 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 14, 2020 Filed Aug 17, 2020 19:15 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative | 136 | $305.54 | $41,553.44 |
DisclosureSEC source: 0000896878-20-000139 · edgar.xml · derivative · entry 1 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136 Underlying: Common Stock · 136 shares Expires 2023-08-14 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 11, 2020 Filed Aug 13, 2020 01:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000130 · edgar.xml · derivative · entry 5 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 F5 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F3 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). F4 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) have no expiration date; these securities either vest or are canceled prior to vesting date. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 197 | $136.60 | $26,910.20 |
DisclosureSEC source: 0000896878-20-000130 · edgar.xml · derivative · entry 4 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 197 shares Expires 2020-08-11 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 settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. F2 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:32 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 185 | $299.20 | $55,352.00 |
DisclosureSEC source: 0000896878-20-000130 · edgar.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,448 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000130 · edgar.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,633 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, 2020 Filed Aug 13, 2020 01:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 197 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000130 · edgar.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,443 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 30, 2020 Filed Aug 3, 2020 20:02 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units - performance-based vesting · Derivative | 8,107 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000107 · edgar.xml · derivative · entry 3 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel, Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,107 Underlying: Common Stock · 8,107 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 9/1/2023. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. Common Stock. F7 · derivative.exercise_date: Represents vesting and release 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 30, 2020 Filed Aug 3, 2020 20:02 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 4,113 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000107 · edgar.xml · derivative · entry 2 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel, Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,113 Underlying: Common Stock · 4,113 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: Represents first vesting date for these restricted stock units. 12.5% of the restricted stock units vest on 12/31/2020; thereafter 6.25% of the restricted stock units vest on each of 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 30, 2020 Filed Aug 3, 2020 20:02 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 16,700 | $0.00 Strike: $303.94 | $0.00 |
DisclosureSEC source: 0000896878-20-000107 · edgar.xml · derivative · entry 1 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel, Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,700 Underlying: Common Stock · 16,700 shares Expires 2027-07-29 F1 · derivative.exercise_date: Represents first vesting date for this award. 25% of the stock options awarded vest on 7/30/2021 and thereafter 2 1/12% will vest on each monthly anniversary such that the award is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000089 · edgar.xml · derivative · entry 7 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,284 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 and release date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000089 · edgar.xml · derivative · entry 6 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,731 Underlying: Common Stock · 216 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 and release date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,189 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000089 · edgar.xml · derivative · entry 5 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,189 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 and release date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:46 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 782 | $302.58 | $236,617.56 |
DisclosureSEC source: 0000896878-20-000089 · edgar.xml · nonDerivative · entry 4 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,246 Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000089 · edgar.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,028 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, 2020 Filed Jul 3, 2020 00:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000089 · edgar.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,838 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, 2020 Filed Jul 3, 2020 00:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,189 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000089 · edgar.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,622 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 34 shares acquired by the reporting person on 6/15/2020 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| May 26, 2020 Filed May 28, 2020 16:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 18,000 | $0.00 Strike: $113.19 | $0.00 |
DisclosureSEC source: 0000896878-20-000072 · edgar.xml · derivative · entry 10 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,303 Underlying: Common Stock · 18,000 shares Expires 2023-07-20 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2020. F9 · derivative.exercise_date: Represents last vesting date for this traunch of stock options granted 7/21/2016. Read SEC document |
| May 26, 2020 Filed May 28, 2020 16:38 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 637 | $290.73 | $185,195.01 |
DisclosureSEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 9 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,399 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2020. F8 · price: This transaction was executed in multiple trades ranging from $290.43 to $291.10. 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 26, 2020 Filed May 28, 2020 16:38 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 600 | $289.20 | $173,520.00 |
DisclosureSEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 8 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,036 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2020. F7 · price: This transaction was executed in multiple trades ranging from $289.18 to $289.24. 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 26, 2020 Filed May 28, 2020 16:38 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,831 | $288.46 | $816,630.26 |
DisclosureSEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 7 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,636 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2020. F6 · price: This transaction was executed in multiple trades ranging from $288.08 to $288.93. 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 26, 2020 Filed May 28, 2020 16:38 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 4,894 | $287.46 | $1,406,829.24 |
DisclosureSEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 6 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,467 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2020. F5 · price: This transaction was executed in multiple trades ranging from $287 to $287.99. 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 26, 2020 Filed May 28, 2020 16:38 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 5,705 | $286.51 | $1,634,539.55 |
DisclosureSEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 5 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,361 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2020. F4 · price: This transaction was executed in multiple trades ranging from $286.02 to $286.99. 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 26, 2020 Filed May 28, 2020 16:38 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,906 | $285.55 | $829,808.30 |
DisclosureSEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 4 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,066 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2020. F3 · price: This transaction was executed in multiple trades ranging from $285 to $285.99. 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 26, 2020 Filed May 28, 2020 16:38 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 227 | $284.02 | $64,472.54 |
DisclosureSEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,972 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2020. Read SEC document |
| May 26, 2020 Filed May 28, 2020 16:38 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 200 | $283.29 | $56,658.00 |
DisclosureSEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,199 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2020. F2 · price: This transaction was executed in multiple trades ranging from $282.97 to 283.61. 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 26, 2020 Filed May 28, 2020 16:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 18,000 | $113.19 | $2,037,420.00 |
DisclosureSEC source: 0000896878-20-000072 · edgar.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,399 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 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in March 2020. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 18:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000043 · edgar.xml · derivative · entry 5 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,474 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 this traunch 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, 2020 Filed Apr 3, 2020 18:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 217 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000043 · edgar.xml · derivative · entry 4 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,947 Underlying: Common Stock · 217 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 traunch 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, 2020 Filed Apr 3, 2020 18:40 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 140 | $218.12 | $30,536.80 |
DisclosureSEC source: 0000896878-20-000043 · edgar.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,399 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.