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 |
|---|---|---|---|---|---|---|
| December 12, 2024 Filed Dec 14, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 207 | $281.60 | $58,291.20 |
DisclosureSEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,131.649 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 | 1,436 | $216.64 | $311,095.04 |
DisclosureSEC source: 0001628280-24-051269 · wk-form4_1734136556.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,924.649 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 02, 2024 Filed Dec 3, 2024 21:31 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 244.296 | $641.73 | $156,772.07 |
DisclosureSEC source: 0001628280-24-049772 · wk-form4_1733261480.xml · nonDerivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 488.649 Read SEC document |
| December 01, 2024 Filed Dec 3, 2024 21:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 464 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-049772 · wk-form4_1733261480.xml · derivative · entry 3 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,111 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. 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 01, 2024 Filed Dec 3, 2024 21:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 464 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-049772 · wk-form4_1733261480.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 732.945 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, 2024 Filed Oct 3, 2024 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042231 · wk-form4_1727994816.xml · derivative · entry 7 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,423 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. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042231 · wk-form4_1727994816.xml · derivative · entry 6 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,463 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. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042231 · wk-form4_1727994816.xml · derivative · entry 5 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268 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. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 272.728 | $606.28 | $165,349.53 |
DisclosureSEC source: 0001628280-24-042231 · wk-form4_1727994816.xml · nonDerivative · entry 4 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268.945 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042231 · wk-form4_1727994816.xml · nonDerivative · entry 3 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 541.673 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, 2024 Filed Oct 3, 2024 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042231 · wk-form4_1727994816.xml · nonDerivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 321.673 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, 2024 Filed Oct 3, 2024 22:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042231 · wk-form4_1727994816.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112.673 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 3.734 shares acquired by the reporting person on 9/15/2024 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| September 10, 2024 Filed Sep 11, 2024 20:30 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,941.438 | $628.76 | $1,849,468.85 |
DisclosureSEC source: 0001992041-24-000002 · wk-form4_1726086632.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19.939 F1 · price: This transaction was executed in multiple trades ranging from $628.1615 to $629.11. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 2,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022847 · form4-09042024_110956.xml · derivative · entry 5 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,615 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-for1. F4 · shares: Represents the awarded and vested units pursuant to the Restricted Stock Units (performance-based vesting) grant related to achievement of certain total shareholder return objectives. F5 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units (performance-based vesting). F3 · derivative.expiration_date: Restricted Stock Units and Restricted Stock Units (performance-based vesting) do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 1,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022847 · form4-09042024_110956.xml · derivative · entry 4 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,575 Underlying: Common Stock · 1,859 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-for1. F2 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units and Restricted Stock Units (performance-based vesting) do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 2,355.562 | $630.26 | $1,484,616.51 |
DisclosureSEC source: 0001415889-24-022847 · form4-09042024_110956.xml · nonDerivative · entry 3 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,961.377 Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022847 · form4-09042024_110956.xml · nonDerivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,316.939 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, 2024 Filed Sep 5, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022847 · form4-09042024_110956.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,701.939 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 25, 2024 Filed Jul 30, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 10,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-020301 · form4-07302024_120703.xml · derivative · entry 3 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,108 Underlying: Common Stock · 10,108 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. 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 9/1/2027. 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 25, 2024 Filed Jul 30, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 5,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-020301 · form4-07302024_120703.xml · derivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,190 Underlying: Common Stock · 5,190 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 07/01/2025; 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 25, 2024 Filed Jul 30, 2024 00:36 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 17,238 | $0.00 Strike: $626.32 | $0.00 |
DisclosureSEC source: 0001415889-24-020301 · form4-07302024_120703.xml · derivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,238 Underlying: Common Stock · 17,238 shares Expires 2031-07-24 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/25/2025 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, 2024 Filed Jul 4, 2024 00:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 882 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019285 · form4-07042024_120709.xml · derivative · entry 9 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,643 Underlying: Common Stock · 882 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-for1. F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019285 · form4-07042024_120709.xml · derivative · entry 8 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,672 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. F2 · derivative.exercise_price: 1-for1. F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019285 · form4-07042024_120709.xml · derivative · entry 7 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 357 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. F2 · derivative.exercise_price: 1-for1. F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019285 · form4-07042024_120709.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 · 103 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-for1. F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:05 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 657 | $650.77 | $427,555.89 |
DisclosureSEC source: 0001415889-24-019285 · form4-07042024_120709.xml · nonDerivative · entry 5 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 842.939 Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 882 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019285 · form4-07042024_120709.xml · nonDerivative · entry 4 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,499.939 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, 2024 Filed Jul 4, 2024 00:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019285 · form4-07042024_120709.xml · nonDerivative · entry 3 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 617.939 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, 2024 Filed Jul 4, 2024 00:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019285 · form4-07042024_120709.xml · nonDerivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 408.939 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, 2024 Filed Jul 4, 2024 00:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019285 · form4-07042024_120709.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 318.939 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 19.939 shares acquired by the reporting person on 6/15/2024 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007825 · form4.xml · derivative · entry 7 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,881 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 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 |
| April 01, 2024 Filed Apr 2, 2024 22:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007825 · form4.xml · derivative · entry 6 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 447 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 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 |
| April 01, 2024 Filed Apr 2, 2024 22:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007825 · form4.xml · derivative · entry 5 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103 Underlying: Common Stock · 103 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:56 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 205 | $639.84 | $131,167.20 |
DisclosureSEC source: 0001062993-24-007825 · form4.xml · nonDerivative · entry 4 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196 Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007825 · form4.xml · nonDerivative · entry 3 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 401 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007825 · form4.xml · nonDerivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007825 · form4.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103 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 |
| March 20, 2024 Filed Mar 22, 2024 00:31 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 56.092 | $636.39 | $35,696.39 |
DisclosureSEC source: 0001062993-24-006939 · form4.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 Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 00:31 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 224 | $636.38 | $142,549.12 |
DisclosureSEC source: 0001062993-24-006939 · form4.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56.092 F1 · balance_after: Includes19.029 shares acquired by the reporting person on 3/15/2024 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 23:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-005274 · form4.xml · derivative · entry 3 Balazs Alex G. · CIK 0001992041 · EVP and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 84 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 23:05 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 48 | $666.52 | $31,992.96 |
DisclosureSEC source: 0001062993-24-005274 · form4.xml · nonDerivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261.063 Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 23:05 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-005274 · form4.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 309.063 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 |
| January 09, 2024 Filed Jan 10, 2024 20:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 989 | $600.15 | $593,553.00 |
DisclosureSEC source: 0001062993-24-000749 · form4.xml · nonDerivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225.063 F2 · price: This transaction was executed in multiple trades ranging from $599.94 to $600.31. 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 |
| January 09, 2024 Filed Jan 10, 2024 20:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,975 | $599.52 | $1,783,560.40 |
DisclosureSEC source: 0001062993-24-000749 · form4.xml · nonDerivative · entry 1 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,214.063 F1 · price: This transaction was executed in multiple trades ranging from $598.93 to $599.895. 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 31, 2023 Filed Jan 3, 2024 02:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000070 · form4.xml · derivative · entry 7 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,090 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 Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 02:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000070 · form4.xml · derivative · entry 6 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 536 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 Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 02:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000070 · form4.xml · derivative · entry 5 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206 Underlying: Common Stock · 103 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 02:17 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 213 | $625.03 | $133,131.39 |
DisclosureSEC source: 0001062993-24-000070 · form4.xml · nonDerivative · entry 4 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,189.063 Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 02:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000070 · form4.xml · nonDerivative · entry 3 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,402.063 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 02:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000070 · form4.xml · nonDerivative · entry 2 Balazs Alex G. · CIK 0001992041 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,193.063 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.