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 |
|---|---|---|---|---|---|---|
| May 30, 2017 Filed May 31, 2017 18:36 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 39,500 | $139.53 | $5,511,332.30 |
DisclosureSEC source: 0000896878-17-000056 · edgar.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,554 F3 · price: This transaction was executed in multiple trades ranging from $139.50 to $139.78. 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 |
| May 30, 2017 Filed May 31, 2017 18:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 39,500 | $63.11 | $2,492,845.00 |
DisclosureSEC source: 0000896878-17-000056 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,054 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 30, 2017 Filed May 31, 2017 18:36 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 15,684 | $139.71 | $2,191,230.46 |
DisclosureSEC source: 0000896878-17-000056 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,554 F2 · price: This transaction was executed in multiple trades ranging from $139.61 to $139.87. 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 |
| May 30, 2017 Filed May 31, 2017 18:36 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 15,684 | $56.52 | $886,459.68 |
DisclosureSEC source: 0000896878-17-000056 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,238 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 156 shares acquired by the reporting person through the Intuit Inc. Employee Stock Purchase Plan on 3/15/2017. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:11 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 22,190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000295 · edgar.xml · derivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,190 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 · shares: Represents the vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives; the balance of the granted units were canceled. 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, 2016 Filed Sep 6, 2016 23:11 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 6,720 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000295 · edgar.xml · derivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,720 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 vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain pre-established 3-year operating goals; the balance of the granted units were canceled. 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, 2016 Filed Sep 6, 2016 23:11 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 15,086 | $112.34 | $1,694,761.24 |
DisclosureSEC source: 0000896878-16-000295 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,398 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:11 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 22,190 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000295 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,484 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, 2016 Filed Sep 6, 2016 23:11 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 6,720 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-16-000295 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, Gen. Counsel & Corp Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,294 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.