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 |
|---|---|---|---|---|---|---|
| August 28, 2023 Filed Aug 30, 2023 20:30 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 220 | $518.19 | $114,002.20 |
DisclosureSEC source: 0001062993-23-017294 · form4.xml · nonDerivative · entry 4 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,474 F4 · price: This transaction was executed in multiple trades ranging from $517.69 to $518.67. 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 |
| August 28, 2023 Filed Aug 30, 2023 20:30 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 143 | $517.11 | $73,946.20 |
DisclosureSEC source: 0001062993-23-017294 · form4.xml · nonDerivative · entry 3 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,694 F3 · price: This transaction was executed in multiple trades ranging from $516.63 to $517.46. 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 |
| August 28, 2023 Filed Aug 30, 2023 20:30 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 70 | $515.45 | $36,081.30 |
DisclosureSEC source: 0001062993-23-017294 · form4.xml · nonDerivative · entry 2 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,837 F2 · price: This transaction was executed in multiple trades ranging from $515.15 to $515.88. 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 |
| August 28, 2023 Filed Aug 30, 2023 20:30 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 50 | $514.52 | $25,726.00 |
DisclosureSEC source: 0001062993-23-017294 · form4.xml · nonDerivative · entry 1 Notarainni Mark P. · CIK 0001987167 · EVP, Consumer Group 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,907 F1 · price: This transaction was executed in multiple trades ranging from $513.96 to $514.92. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.