Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | EVP, Chief Technology Officer | July 24, 2025 | July 28, 2025 |
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 24, 2025 · Filed July 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $781.21 · Expires 2032-07-23 | Direct | 14,218 |
Reported balance
After 2025-07-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-07-24 · Grant · Acquired 14,218 · Balance 14,218 F1: 25% of the stock options granted will vest on 7/24/2026 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,481 |
Reported balance
After 2025-07-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-07-24 · Grant · Acquired 4,481 · Balance 4,481 F2: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3: 1-for-1 F4: 25% of the restricted stock units will vest on 07/01/2026; thereafter 6.25% of the restricted stock units will vest on each October 1, December 31, April 1 and July 1, until the award is fully vested. F5: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
| Restricted Stock Units (performance-based vesting)SEC Table II · derivative / convertible security | Direct | 8,615 |
Reported balance
After 2025-07-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-07-24 · Grant · Acquired 8,615 · Balance 8,615 F2: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3: 1-for-1 F6: The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2028. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F7: Represents vesting date for restricted stock units (performance-based vesting). F5: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 25% of the stock options granted will vest on 7/24/2026 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date.
F2: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares.
F3: 1-for-1
F4: 25% of the restricted stock units will vest on 07/01/2026; thereafter 6.25% of the restricted stock units will vest on each October 1, December 31, April 1 and July 1, until the award is fully vested.
F5: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.
F6: The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2028. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock.
F7: Represents vesting date for restricted stock units (performance-based vesting).
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 24, 2025 Filed Jul 28, 2025 23:19 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 8,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-036260 · wk-form4_1753744777.xml · derivative · entry 3 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,615 Underlying: Common Stock · 8,615 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F6 · shares: The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2028. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F7 · derivative.exercise_date: Represents vesting date for restricted stock units (performance-based vesting). F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 24, 2025 Filed Jul 28, 2025 23:19 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 4,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-036260 · wk-form4_1753744777.xml · derivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,481 Underlying: Common Stock · 4,481 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: 25% of the restricted stock units will vest on 07/01/2026; thereafter 6.25% of the restricted stock units will vest on each October 1, December 31, April 1 and July 1, until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 24, 2025 Filed Jul 28, 2025 23:19 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 14,218 | $0.00 Strike: $781.21 | $0.00 |
DisclosureSEC source: 0001628280-25-036260 · wk-form4_1753744777.xml · derivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,218 Underlying: Common Stock · 14,218 shares Expires 2032-07-23 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/24/2026 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 08, 2025 Filed Jul 9, 2025 20:21 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 861.746 | $781.64 | $673,570.92 |
DisclosureSEC source: 0001628280-25-034651 · wk-form4_1752092497.xml · nonDerivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: This transaction was executed in multiple trades ranging from $781.6351 to $781.71. 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 |
| July 08, 2025 Filed Jul 9, 2025 20:21 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 20.253 | $781.55 | $15,828.75 |
DisclosureSEC source: 0001628280-25-034651 · wk-form4_1752092497.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 861.746 F1 · price: This transaction was executed in multiple trades ranging from $781.55 to $781.625. 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 |
| July 01, 2025 Filed Jul 3, 2025 20:52 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 1,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034288 · wk-form4_1751575921.xml · derivative · entry 9 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,892 Underlying: Common Stock · 1,298 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:52 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 221 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034288 · wk-form4_1751575921.xml · derivative · entry 8 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,762 Underlying: Common Stock · 221 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:52 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034288 · wk-form4_1751575921.xml · derivative · entry 7 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 836 Underlying: Common Stock · 209 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:52 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034288 · wk-form4_1751575921.xml · derivative · entry 6 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 90 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:52 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 956.254 | $787.63 | $753,174.34 |
DisclosureSEC source: 0001628280-25-034288 · wk-form4_1751575921.xml · nonDerivative · entry 5 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 881.999 F2 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:52 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034288 · wk-form4_1751575921.xml · nonDerivative · entry 4 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,838.253 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:52 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 221 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034288 · wk-form4_1751575921.xml · nonDerivative · entry 3 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 540.253 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:52 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034288 · wk-form4_1751575921.xml · nonDerivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 319.253 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:52 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034288 · wk-form4_1751575921.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110.253 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 20.253 shares acquired by the reporting person on 6/15/2025 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| June 05, 2025 Filed Jun 5, 2025 21:01 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,417.706 | $770.85 | $1,092,840.80 |
DisclosureSEC source: 0001628280-25-029719 · wk-form4_1749157091.xml · nonDerivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: This transaction was executed in multiple trades ranging from $770.8402 to $770.945. 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 |
| June 05, 2025 Filed Jun 5, 2025 21:01 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 41.128 | $768.93 | $31,624.60 |
DisclosureSEC source: 0001628280-25-029719 · wk-form4_1749157091.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,417.706 F1 · price: This transaction was executed in multiple trades ranging from $768.93 to $769.335. 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 |
| June 01, 2025 Filed Jun 3, 2025 00:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 464 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-028925 · wk-form4_1748910659.xml · derivative · entry 3 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,182 Underlying: Common Stock · 464 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 00:31 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 235.017 | $753.47 | $177,078.26 |
DisclosureSEC source: 0001628280-25-028925 · wk-form4_1748910659.xml · nonDerivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,458.834 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 00:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 464 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-028925 · wk-form4_1748910659.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,693.851 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016568 · wk-form4_1743713322.xml · derivative · entry 7 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,983 Underlying: Common Stock · 220 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016568 · wk-form4_1743713322.xml · derivative · entry 6 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,045 Underlying: Common Stock · 209 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016568 · wk-form4_1743713322.xml · derivative · entry 5 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90 Underlying: Common Stock · 89 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:48 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 262.369 | $613.99 | $161,091.94 |
DisclosureSEC source: 0001628280-25-016568 · wk-form4_1743713322.xml · nonDerivative · entry 4 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,229.851 F2 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016568 · wk-form4_1743713322.xml · nonDerivative · entry 3 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,492.22 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. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016568 · wk-form4_1743713322.xml · nonDerivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,272.22 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. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016568 · wk-form4_1743713322.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,063.22 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. F1 · balance_after: Includes 17.455 shares acquired by the reporting person on 3/15/2025 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:44 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 465 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009931 · wk-form4_1741124688.xml · derivative · entry 3 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,646 Underlying: Common Stock · 465 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:44 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 242.155 | $613.84 | $148,644.43 |
DisclosureSEC source: 0001628280-25-009931 · wk-form4_1741124688.xml · nonDerivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 956.765 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:44 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 465 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009931 · wk-form4_1741124688.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,198.92 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000336 · wk-form4_1735941762.xml · derivative · entry 7 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,203 Underlying: Common Stock · 220 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000336 · wk-form4_1735941762.xml · derivative · entry 6 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,254 Underlying: Common Stock · 209 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000336 · wk-form4_1735941762.xml · derivative · entry 5 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179 Underlying: Common Stock · 89 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:02 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 272.729 | $628.50 | $171,410.18 |
DisclosureSEC source: 0001628280-25-000336 · wk-form4_1735941762.xml · nonDerivative · entry 4 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 733.92 Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000336 · wk-form4_1735941762.xml · nonDerivative · entry 3 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,006.649 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000336 · wk-form4_1735941762.xml · nonDerivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 786.649 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000336 · wk-form4_1735941762.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 577.649 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2024 Filed Dec 14, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 3,973 | $0.00 Strike: $496.53 | $0.00 |
DisclosureSEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · derivative · entry 16 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,950 Underlying: Common Stock · 3,973 shares Expires 2030-07-26 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 last vesting date for this tranche of stock options. Read SEC document |
| December 12, 2024 Filed Dec 14, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 6,398 | $0.00 Strike: $448.59 | $0.00 |
DisclosureSEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · derivative · entry 15 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,571 Underlying: Common Stock · 6,398 shares Expires 2029-07-27 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 last vesting date for this tranche of stock options. Read SEC document |
| December 12, 2024 Filed Dec 14, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 5,116 | $0.00 Strike: $525.51 | $0.00 |
DisclosureSEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · derivative · entry 14 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,024 Underlying: Common Stock · 5,116 shares Expires 2028-07-28 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 last vesting date for this tranche of stock options. Read SEC document |
| December 12, 2024 Filed Dec 14, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 6,680 | $0.00 Strike: $303.94 | $0.00 |
DisclosureSEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · derivative · entry 13 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,680 shares Expires 2027-07-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Represents final vesting date for this award. Read SEC document |
| December 12, 2024 Filed Dec 14, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 207 | $0.00 Strike: $281.60 | $0.00 |
DisclosureSEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · derivative · entry 12 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 207 shares Expires 2026-07-24 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. F5 · derivative.exercise_date: Represents final vesting date for this award. Read SEC document |
| December 12, 2024 Filed Dec 14, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 1,436 | $0.00 Strike: $216.64 | $0.00 |
DisclosureSEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · derivative · entry 11 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,436 shares Expires 2025-07-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Represents final vesting date for this award. Read SEC document |
| December 12, 2024 Filed Dec 14, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 380 | $667.55 | $253,667.59 |
DisclosureSEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 10 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 488.649 F4 · price: This transaction was executed in multiple trades ranging from $667.395 to $667.70. 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 |
| December 12, 2024 Filed Dec 14, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 9,452 | $666.68 | $6,301,487.72 |
DisclosureSEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 9 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 868.649 F3 · price: This transaction was executed in multiple trades ranging from $666.38 to $667.29. 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 |
| December 12, 2024 Filed Dec 14, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 9,158 | $665.80 | $6,097,375.34 |
DisclosureSEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 8 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,320.649 F2 · price: This transaction was executed in multiple trades ranging from $665.38 to $666.345. 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 |
| December 12, 2024 Filed Dec 14, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 4,820 | $664.82 | $3,204,436.74 |
DisclosureSEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 7 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,478.649 F1 · price: This transaction was executed in multiple trades ranging from $664.385 to $665.37. 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 |
| December 12, 2024 Filed Dec 14, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3,973 | $496.53 | $1,972,713.69 |
DisclosureSEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 6 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,298.649 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2024 Filed Dec 14, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 6,398 | $448.59 | $2,870,078.82 |
DisclosureSEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 5 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,325.649 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2024 Filed Dec 14, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 5,116 | $525.51 | $2,688,509.16 |
DisclosureSEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 4 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,927.649 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2024 Filed Dec 14, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 6,680 | $303.94 | $2,030,319.20 |
DisclosureSEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 3 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,811.649 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.