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 |
|---|---|---|---|---|---|---|
| April 01, 2020 Filed Apr 3, 2020 18:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000043 · 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: 5,539 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, 2020 Filed Apr 3, 2020 18:40 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 217 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000043 · 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: 5,349 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 66 shares purchased on 3/15/2020 by the reporting person through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 444 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000431 · doc1.xml · derivative · entry 5 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,664 Underlying: Common Stock · 444 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. F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units granted on 7/25/2019. F3 · derivative.expiration_date: Restricted stock units do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 216 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000431 · doc1.xml · derivative · entry 4 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,164 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 granted on 7/26/2018. F3 · derivative.expiration_date: Restricted stock units do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:55 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 329 | $261.93 | $86,174.97 |
DisclosureSEC source: 0001567619-20-000431 · doc1.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,066 Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000431 · doc1.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,395 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, 2019 Filed Jan 3, 2020 23:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000431 · doc1.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,951 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000187 · edgar.xml · derivative · entry 13 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130 Underlying: Common Stock · 1 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F7 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000187 · edgar.xml · derivative · entry 12 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173 Underlying: Common Stock · 4 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F7 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000187 · edgar.xml · derivative · entry 11 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190 Underlying: Common Stock · 7 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F7 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based vesting · Derivative | 39 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000187 · 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: 6,234 Underlying: Common Stock · 39 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 9/1/2022. 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 12, 2019 Filed Dec 16, 2019 20:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based vesting · Derivative | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000187 · edgar.xml · derivative · entry 9 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,728 Underlying: Common Stock · 163 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 9/1/2021. 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 12, 2019 Filed Dec 16, 2019 20:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000187 · edgar.xml · derivative · entry 8 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,189 Underlying: Common Stock · 23 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: One third of the 3,636 awarded Restricted Stock Units vest on each of 7/1/2018, 7/1/2019, and 7/1/2020. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:05 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 237 | $252.75 | $59,901.75 |
DisclosureSEC source: 0000896878-19-000187 · 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: 4,735 Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000187 · 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: 4,972 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000187 · 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: 4,971 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000187 · 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: 4,967 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 39 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000187 · 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: 4,960 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000187 · 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: 4,921 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000187 · 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: 4,758 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, 2019 Filed Oct 3, 2019 21:44 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000166 · 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: 2,380 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 traunch of restricted stock units granted 7/26/2018. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:44 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 108 | $264.30 | $28,544.40 |
DisclosureSEC source: 0000896878-19-000166 · 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: 4,735 Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:44 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000166 · 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: 4,843 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 26, 2019 Filed Aug 28, 2019 20:39 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 20,543 | $0.00 Strike: $107.25 | $0.00 |
DisclosureSEC source: 0001567619-19-017641 · doc1.xml · derivative · entry 6 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,543 shares Expires 2022-07-22 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. F6 · derivative.exercise_date: Represents final vest date for this award. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 20:39 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,200 | $279.92 | $335,904.00 |
DisclosureSEC source: 0001567619-19-017641 · doc1.xml · nonDerivative · entry 5 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,627 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan previously adopted by the reporting person in June 2019. F5 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $279.00 and the highest price at which shares were sold was $280.00. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 20:39 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,110 | $278.22 | $587,051.59 |
DisclosureSEC source: 0001567619-19-017641 · doc1.xml · nonDerivative · entry 4 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,827 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan previously adopted by the reporting person in June 2019. F4 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $277.795 and the highest price at which shares were sold was $278.795. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 20:39 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 7,710 | $277.30 | $2,137,967.58 |
DisclosureSEC source: 0001567619-19-017641 · doc1.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,937 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan previously adopted by the reporting person in June 2019. F3 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $276.78 and the highest price at which shares were sold was $277.78. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 20:39 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 9,523 | $276.23 | $2,630,538.29 |
DisclosureSEC source: 0001567619-19-017641 · doc1.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,647 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan previously adopted by the reporting person in June 2019. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $275.77 and the highest price at which shares were sold was $276.67. The reporting person undertakes to provide upon request to the staff of the Securities Exchange Commission, the issuer or its stockholders, full information regarding the total number of shares sold at each separate price within the ranges set forth in footnotes (2), (3), (4) and (5) to this Form 4. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 20:39 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 20,543 | $107.25 | $2,203,236.75 |
DisclosureSEC source: 0001567619-19-017641 · doc1.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,170 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 00:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 254 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-016632 · doc1.xml · derivative · entry 7 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 254 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 12, 2019 Filed Aug 14, 2019 00:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 254 | $112.09 | $28,470.86 |
DisclosureSEC source: 0001567619-19-016632 · doc1.xml · derivative · entry 6 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 254 shares Expires 2019-08-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F6 · derivative.exercise_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. F6 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 00:02 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 246 | $272.65 | $67,071.90 |
DisclosureSEC source: 0001567619-19-016632 · doc1.xml · nonDerivative · entry 3 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,627 Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 00:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 254 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-016632 · doc1.xml · nonDerivative · entry 2 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,873 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 00:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 254 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-016632 · doc1.xml · nonDerivative · entry 1 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,619 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 09, 2019 Filed Aug 14, 2019 00:02 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Matching Award) · Derivative | 131 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-016632 · doc1.xml · derivative · entry 5 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131 Underlying: Common Stock · 131 shares Expires not disclosed 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 09, 2019 Filed Aug 14, 2019 00:02 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 131 | $276.57 | $36,230.67 |
DisclosureSEC source: 0001567619-19-016632 · doc1.xml · derivative · entry 4 McLean Kerry J · CIK 0001749067 · SVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131 Underlying: Common Stock · 131 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F2 · derivative.expiration_date: Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:30 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (performance-based vesting) · Derivative | 6,273 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000120 · 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: 6,273 Underlying: Common Stock · 6,273 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 · derivative.exercise_date: 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 best on 9/1/2022. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:30 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 3,108 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000120 · 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: 3,108 Underlying: Common Stock · 3,108 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 12/31/2019; thereafter 6.25% of the restricted stock units will vest on each of April 1, July 1, October 1, and December 31, following the first vest date 12/31/2019, 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 25, 2019 Filed Jul 29, 2019 22:30 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 13,350 | $0.00 Strike: $281.60 | $0.00 |
DisclosureSEC source: 0000896878-19-000120 · 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: 13,350 Underlying: Common Stock · 13,350 shares Expires 2026-07-24 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/25/2020 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 865 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000098 · 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: 2,596 Underlying: Common Stock · 865 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 vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,212 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000098 · 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: 1,212 Underlying: Common Stock · 1,212 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 vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,325 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000098 · 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 · 1,325 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 vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:21 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,687 | $264.20 | $445,705.40 |
DisclosureSEC source: 0000896878-19-000098 · 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: 4,365 Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 865 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000098 · 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: 6,052 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, 2019 Filed Jul 3, 2019 21:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,212 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000098 · 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: 5,187 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, 2019 Filed Jul 3, 2019 21:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,325 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000098 · 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: 3,975 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 the following shares acquired by the reporting person through the Intuit Inc. Employee Stock Purchase Plan: 84 shares on 3/15/2019 and 32 shares on 6/15/2019. Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 22:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 12,176 | $0.00 Strike: $82.59 | $0.00 |
DisclosureSEC source: 0000896878-19-000056 · 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: 0 Underlying: Common Stock · 12,176 shares Expires 2021-07-23 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_date: Represents final vest date for this award. Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 22:02 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 12,176 | $250.74 | $3,052,981.02 |
DisclosureSEC source: 0000896878-19-000056 · 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: 2,534 F1 · price: This transaction was executed in multiple trades ranging from $250.61 to $251.16. 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 |
| March 12, 2019 Filed Mar 13, 2019 22:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 12,176 | $82.59 | $1,005,615.84 |
DisclosureSEC source: 0000896878-19-000056 · 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: 14,710 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 10, 2018 Filed Aug 14, 2018 00:11 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Matching Award) · Derivative | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000149 · edgar.xml · derivative · entry 2 McLean Kerry J · CIK 0001749067 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177 Underlying: Common Stock · 177 shares Expires not disclosed 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.