Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | EVP, People and Places | July 01, 2025 | July 03, 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 01, 2025 · Filed July 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,052.5226 |
Reported balance
After 2025-07-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-07-01 · Exercise / conversion · Acquired 253 · Balance 23,052.5226 F1: Includes 3.645 shares acquired by the reporting person on 6/15/2025 through the Intuit Inc. Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | Direct | 23,488.5226 |
Reported balance
After 2025-07-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-07-01 · Exercise / conversion · Acquired 436 · Balance 23,488.5226 |
| Common StockSEC Table I · non-derivative | Direct | 23,850.5226 |
Reported balance
After 2025-07-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-07-01 · Exercise / conversion · Acquired 362 · Balance 23,850.5226 |
| Common StockSEC Table I · non-derivative | Direct | 24,199.5226 |
Reported balance
After 2025-07-01 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2025-07-01 · Exercise / conversion · Acquired 349 · Balance 24,199.5226 |
| Common StockSEC Table I · non-derivative | Direct | 23,505.2636 |
Reported balance
After 2025-07-01 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2025-07-01 · Tax withholding · Disposed 694.259 · Balance 23,505.2636 F2: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-07-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-07-01 · Exercise / conversion · Disposed 253 · Balance 0 F4: 1-for-1 F5: Represents vesting date for this tranche of restricted stock units. F6: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,742 |
Reported balance
After 2025-07-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-07-01 · Exercise / conversion · Disposed 436 · Balance 1,742 F4: 1-for-1 F5: Represents vesting date for this tranche of restricted stock units. F6: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,896 |
Reported balance
After 2025-07-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-07-01 · Exercise / conversion · Disposed 362 · Balance 2,896 F4: 1-for-1 F5: Represents vesting date for this tranche of restricted stock units. F6: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,192 |
Reported balance
After 2025-07-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2025-07-01 · Exercise / conversion · Disposed 349 · Balance 4,192 F4: 1-for-1 F5: Represents vesting date for this tranche of restricted stock units. F6: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 11,695 |
Reported balance
Holding disclosure · report date 2025-07-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 11,695 F3: Shares held in LAURA FENNELL TTEE LAURA A FENNELL TRUST U/A DTD 05/15/2013 of which the reporting person is a trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 3.645 shares acquired by the reporting person on 6/15/2025 through the Intuit Inc. Employee Stock Purchase Plan.
F2: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction.
F3: Shares held in LAURA FENNELL TTEE LAURA A FENNELL TRUST U/A DTD 05/15/2013 of which the reporting person is a trustee.
F4: 1-for-1
F5: Represents vesting date for this tranche of restricted stock units.
F6: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 25, 2019 Filed Jul 29, 2019 22:23 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (performance-based vesting) · Derivative | 12,546 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000116 · edgar.xml · derivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,546 Underlying: Common Stock · 12,546 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F6 · derivative.exercise_date: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives; the awarded units will vest on 9/1/2022. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:23 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 6,215 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000116 · edgar.xml · derivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,215 Underlying: Common Stock · 6,215 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: Provided that a predetermined one year operating goal threshold is achieved, 25% of the restricted stock units will vest on 7/1/2020; thereafter 6.25% of the restricted stock units will vest on each of October 1, December 31, April 1, and July 1, following the first vest date 7/1/2020, until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 22:23 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 26,700 | $0.00 Strike: $281.60 | $0.00 |
DisclosureSEC source: 0000896878-19-000116 · edgar.xml · derivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,700 Underlying: Common Stock · 26,700 shares Expires 2026-07-24 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/25/2020 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000094 · edgar.xml · derivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,193 Underlying: Common Stock · 432 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this traunch of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 3,321 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000094 · edgar.xml · derivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,386 Underlying: Common Stock · 3,321 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this traunch of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 2,888 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000094 · edgar.xml · derivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,888 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this traunch of restricted stock units. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:15 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 3,235 | $264.20 | $854,687.00 |
DisclosureSEC source: 0000896878-19-000094 · edgar.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,361 Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000094 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,596 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3,321 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000094 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,164 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:15 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2,888 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000094 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,843 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 11 shares acquired by the reporting person on 6/15/2019 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 23:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000060 · edgar.xml · derivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,625 Underlying: Common Stock · 433 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 |
| April 01, 2019 Filed Apr 2, 2019 23:14 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 215 | $265.75 | $57,136.25 |
DisclosureSEC source: 0000896878-19-000060 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,944 Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 23:14 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000060 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,159 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 112 shares acquired by the reporting person on 3/15/2019 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 21:59 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 50,500 | $0.00 Strike: $82.59 | $0.00 |
DisclosureSEC source: 0000896878-19-000054 · edgar.xml · derivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,500 shares Expires 2021-07-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents final vest date for this award. Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 21:59 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 16,988 | $251.52 | $4,272,806.47 |
DisclosureSEC source: 0000896878-19-000054 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,614 F2 · price: This transaction was executed in multiple trades ranging from $251.50 to $251.72. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 21:59 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 50,500 | $251.40 | $12,695,735.35 |
DisclosureSEC source: 0000896878-19-000054 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,602 F1 · price: This transaction was executed in multiple trades ranging from $251.40 to $251.46. 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 |
| March 12, 2019 Filed Mar 13, 2019 21:59 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 50,500 | $82.59 | $4,170,795.00 |
DisclosureSEC source: 0000896878-19-000054 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,102 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, 2018 Filed Jan 3, 2019 00:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 865 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000002 · edgar.xml · derivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,058 Underlying: Common Stock · 865 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents the vesting date for these Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 00:21 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 429 | $196.85 | $84,448.65 |
DisclosureSEC source: 0000896878-19-000002 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,602 Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 00:21 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 865 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000002 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,031 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 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · derivative · entry 17 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 506 Underlying: Common Stock · 3 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 F9 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · derivative · entry 16 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562 Underlying: Common Stock · 10 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 F9 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · derivative · entry 15 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 897 Underlying: Common Stock · 18 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 F9 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 86 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · derivative · entry 14 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,697 Underlying: Common Stock · 86 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 F8 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2021. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. F6 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 451 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · derivative · entry 13 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,005 Underlying: Common Stock · 451 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F7 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2020. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. F6 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting_ · Derivative | 479 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · derivative · entry 12 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,122 Underlying: Common Stock · 479 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F5 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2019. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. F6 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · derivative · entry 11 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,707 Underlying: Common Stock · 65 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: One third of the 10,158 awarded Restricted Stock Units vest on each of 7/1/2018, 7/1/2019, and 7/1/2020. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 56 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · derivative · entry 10 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,888 Underlying: Common Stock · 56 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: One third of the 8,834 awarded Restricted Stock Units vest on each of 7/1/2017, 7/1/2018, and 7/1/2019. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,168 | $200.93 | $234,686.24 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · nonDerivative · entry 9 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,166 Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · nonDerivative · entry 8 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,334 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 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · nonDerivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,331 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 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · nonDerivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,321 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 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 86 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · nonDerivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,303 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 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 451 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,217 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 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 479 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,766 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 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,287 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 14, 2018 Filed Dec 18, 2018 20:46 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 56 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000224 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,222 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, 2018 Filed Sep 5, 2018 22:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 36,461 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000179 · edgar.xml · derivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,461 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 · shares: Represents the awarded and vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 22:04 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 17,514 | $219.47 | $3,843,797.58 |
DisclosureSEC source: 0000896878-18-000179 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,166 Read SEC document |
| September 01, 2018 Filed Sep 5, 2018 22:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 36,461 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000179 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,680 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 19:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 658 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000157 · edgar.xml · derivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 658 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award); these securites either vest and settle or are canceled prior to vesting date. F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; these securities either vest and settle or are canceled prior to vesting date. Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 19:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative | 685 | $105.62 | $72,349.70 |
DisclosureSEC source: 0000896878-18-000157 · edgar.xml · derivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 685 shares Expires 2018-08-14 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 settlement date for Restricted Stock Units (MSPP Purchased Award). F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Puchased Award); these securities do not expire. Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 19:04 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 647 | $210.69 | $136,316.43 |
DisclosureSEC source: 0000896878-18-000157 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,219 Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 19:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 658 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000157 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,866 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 19:04 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 685 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000157 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,208 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 23:59 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Matching Award) · Derivative | 509 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000143 · edgar.xml · derivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509 Underlying: Common Stock · 509 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F5 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F3 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). F4 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) have no expiration date; these securities either vest or are canceled prior to vesting date. Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 23:59 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative | 509 | $211.01 | $107,404.09 |
DisclosureSEC source: 0000896878-18-000143 · edgar.xml · derivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509 Underlying: Common Stock · 509 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F2 · derivative.expiration_date: Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 21:07 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance based vesting) · Derivative | 13,783 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000120 · edgar.xml · derivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,783 Underlying: Common Stock · 13,783 shares Expires not disclosed F2 · security: Dividend rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F6 · derivative.exercise_date: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2021. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 21:07 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 6,923 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-18-000120 · edgar.xml · derivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,923 Underlying: Common Stock · 6,923 shares Expires not disclosed F2 · security: Dividend 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: Provided that a predetermined one year operating goal threshold is achieved, 12.5% of the awarded restricted stock units will vest on 12/31/2018 and thereafter 6.25% of the awarded restricted stock units will vest on each of April 1, July 1, October 1, and December 31 following the first vest date of 12/31/2018, until the award is fully vested. F5 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 21:07 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 29,543 | $0.00 Strike: $216.64 | $0.00 |
DisclosureSEC source: 0000896878-18-000120 · edgar.xml · derivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,543 Underlying: Common Stock · 29,543 shares Expires 2025-07-25 F1 · derivative.exercise_date: 25% of the awarded stock options will vest on July 26, 2019 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until the award is fully vested. 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.