Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | EVP, Consumer Group | 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 | 14,726 |
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 14,726 · Balance 14,726 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 | 4,641 |
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 4,641 · Balance 4,641 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: 12.5% of the restricted stock units will vest on 12/31/2025; thereafter 6.25% of the restricted stock units will vest on each April 1, July 1, October 1, and December 31, until the award is fully vested. F5: 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 | 8,923 |
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 8,923 · Balance 8,923 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: 12.5% of the restricted stock units will vest on 12/31/2025; thereafter 6.25% of the restricted stock units will vest on each April 1, July 1, October 1, and December 31, until the award is fully vested.
F5: 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 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 490 | $651.96 | $319,460.40 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 18 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,768.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 499 | $649.61 | $324,155.29 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 17 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,258.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. F16 · price: This transaction was executed in multiple trades ranging from $649.34 to $650.15. 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 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 770 | $647.94 | $498,910.03 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 16 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,757.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. F15 · price: This transaction was executed in multiple trades ranging from $647.505 to $648.49 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 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,051 | $646.75 | $679,738.03 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 15 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,527.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. F14 · price: This transaction was executed in multiple trades ranging from $646.09 to $647.05. 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 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 540 | $645.45 | $348,543.76 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 14 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,578.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. F13 · price: This transaction was executed in multiple trades ranging from $644.96 to $645.88. 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 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 374 | $643.94 | $240,831.69 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 13 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,118.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. F12 · price: This transaction was executed in multiple trades ranging from $643.50 to $644.225. 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 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 681 | $642.95 | $437,849.02 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 12 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,492.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. F11 · price: This transaction was executed in multiple trades ranging from $642.50 to $643.435. 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 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 400 | $641.95 | $256,781.00 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 11 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,173.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. F10 · price: This transaction was executed in multiple trades ranging from $641.45 to $642.26. 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 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 100 | $653.06 | $65,305.50 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 10 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,573.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 590 | $651.79 | $384,558.34 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 9 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,673.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. F9 · price: This transaction was executed in multiple trades ranging from $650.98 to $651.96. 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 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 403 | $649.61 | $261,792.39 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 8 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,263.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. F8 · price: This transaction was executed in multiple trades ranging from $649.46 to $649.87. 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 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,050 | $647.98 | $680,381.94 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 7 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,666.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. F7 · price: This transaction was executed in multiple trades ranging from $647.29 to $648.21 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 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 591 | $646.65 | $382,168.97 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 6 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,716.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. F6 · price: This transaction was executed in multiple trades ranging from $646.17 to $646.915. 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 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 620 | $645.38 | $400,135.41 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 5 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,307.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. F5 · price: This transaction was executed in multiple trades ranging from $644.99 to $645.825. 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 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 223 | $644.04 | $143,621.12 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 4 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,927.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. F4 · price: This transaction was executed in multiple trades ranging from $643.68 to $644.245. 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 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 953 | $643.05 | $612,830.27 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 3 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,150.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. F3 · price: This transaction was executed in multiple trades ranging from $642.63 to $643.50. 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 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 375 | $642.07 | $240,776.51 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 2 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,103.057 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 5, 2024. F2 · price: This transaction was executed in multiple trades ranging from $641.585 to $642.39. 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 05, 2024 Filed Dec 9, 2024 22:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 9,810 | $303.94 | $2,981,651.40 |
DisclosureSEC source: 0001628280-24-050513 · wk-form4_1733782515.xml · nonDerivative · entry 1 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,478.057 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 22:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 314 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042237 · wk-form4_1727995114.xml · derivative · entry 7 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,462 Underlying: Common Stock · 314 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 |
| October 01, 2024 Filed Oct 3, 2024 22:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 227 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042237 · wk-form4_1727995114.xml · derivative · entry 6 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,585 Underlying: Common Stock · 227 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 |
| October 01, 2024 Filed Oct 3, 2024 22:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042237 · wk-form4_1727995114.xml · derivative · entry 5 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 536 Underlying: Common Stock · 178 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:38 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 356.551 | $606.28 | $216,169.74 |
DisclosureSEC source: 0001628280-24-042237 · wk-form4_1727995114.xml · nonDerivative · entry 4 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,668.057 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 314 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042237 · wk-form4_1727995114.xml · nonDerivative · entry 3 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,024.608 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 22:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 227 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042237 · wk-form4_1727995114.xml · nonDerivative · entry 2 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,710.608 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 22:38 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042237 · wk-form4_1727995114.xml · nonDerivative · entry 1 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,483.608 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: Total includes 115 shares that were previously inadvertently reported as being withheld for taxes in the Form 4 for the reporting person filed on September 6, 2023, due to an administrative error. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 00:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 5,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022848 · form4-09042024_110928.xml · derivative · entry 3 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,230 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 · 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. F3 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units (performance-based vesting). F4 · derivative.expiration_date: 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 00:32 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 2,593.609 | $630.26 | $1,634,648.01 |
DisclosureSEC source: 0001415889-24-022848 · form4-09042024_110928.xml · nonDerivative · entry 2 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,191 Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 00:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 5,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022848 · form4-09042024_110928.xml · nonDerivative · entry 1 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,784 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 00:34 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 10,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-020299 · form4-07302024_120736.xml · derivative · entry 3 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,497 Underlying: Common Stock · 10,497 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 00:34 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 5,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-020299 · form4-07302024_120736.xml · derivative · entry 2 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,389 Underlying: Common Stock · 5,389 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 00:34 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 17,901 | $0.00 Strike: $626.32 | $0.00 |
DisclosureSEC source: 0001415889-24-020299 · form4-07302024_120736.xml · derivative · entry 1 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,901 Underlying: Common Stock · 17,901 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 03, 2024 Filed Jul 4, 2024 00:02 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 466 | $651.27 | $303,491.82 |
DisclosureSEC source: 0001415889-24-019281 · form4-07042024_120754.xml · nonDerivative · entry 7 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 554 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on July 10, 2023. Read SEC document |
| July 02, 2024 Filed Jul 4, 2024 00:02 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 965 | $651.00 | $628,215.00 |
DisclosureSEC source: 0001415889-24-019281 · form4-07042024_120754.xml · nonDerivative · entry 6 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,020 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on July 10, 2023. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 1,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019281 · form4-07042024_120754.xml · derivative · entry 11 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,776 Underlying: Common Stock · 1,259 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 00:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 226 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019281 · form4-07042024_120754.xml · derivative · entry 10 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,812 Underlying: Common Stock · 226 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 00:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019281 · form4-07042024_120754.xml · derivative · entry 9 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 714 Underlying: Common Stock · 179 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-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 00:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019281 · form4-07042024_120754.xml · derivative · entry 8 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 309 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 00:02 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 857 | $650.77 | $557,709.89 |
DisclosureSEC source: 0001415889-24-019281 · form4-07042024_120754.xml · nonDerivative · entry 5 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,985 Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019281 · form4-07042024_120754.xml · nonDerivative · entry 4 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,842 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 00:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 226 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019281 · form4-07042024_120754.xml · nonDerivative · entry 3 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,583 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 00:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019281 · form4-07042024_120754.xml · nonDerivative · entry 2 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,357 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 00:02 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019281 · form4-07042024_120754.xml · nonDerivative · entry 1 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,178 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 |
| May 28, 2024 Filed May 29, 2024 23:54 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 465 | $604.58 | $281,129.70 |
DisclosureSEC source: 0001415889-24-014815 · form4-05292024_110530.xml · nonDerivative · entry 1 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 869 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on July 10, 2023. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 227 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007817 · form4.xml · derivative · entry 7 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,038 Underlying: Common Stock · 227 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 22:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007817 · form4.xml · derivative · entry 6 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 893 Underlying: Common Stock · 178 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007817 · form4.xml · derivative · entry 5 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 309 Underlying: Common Stock · 308 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 22:51 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 248 | $639.84 | $158,680.32 |
DisclosureSEC source: 0001062993-24-007817 · form4.xml · nonDerivative · entry 4 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,334 Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 227 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007817 · form4.xml · nonDerivative · entry 3 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,582 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 22:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007817 · form4.xml · nonDerivative · entry 2 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,355 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 22:51 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007817 · form4.xml · nonDerivative · entry 1 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,177 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.