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 |
|---|---|---|---|---|---|---|
| April 01, 2025 Filed Apr 3, 2025 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016575 · wk-form4_1743713411.xml · derivative · entry 9 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,258 Underlying: Common Stock · 362 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016575 · wk-form4_1743713411.xml · derivative · entry 8 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,178 Underlying: Common Stock · 435 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 253 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016575 · wk-form4_1743713411.xml · derivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253 Underlying: Common Stock · 253 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of restricted stock units. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 485.027 | $613.99 | $297,801.73 |
DisclosureSEC source: 0001628280-25-016575 · wk-form4_1743713411.xml · nonDerivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,795.8776 F1 · price: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 349 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016575 · wk-form4_1743713411.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,280.9046 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, 2025 Filed Apr 3, 2025 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016575 · wk-form4_1743713411.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,931.9046 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, 2025 Filed Apr 3, 2025 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016575 · wk-form4_1743713411.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,569.9046 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, 2025 Filed Apr 3, 2025 20:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 253 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016575 · wk-form4_1743713411.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,134.9046 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 00:49 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 8,163 | $612.46 | $4,999,470.17 |
DisclosureSEC source: 0001628280-25-014823 · wk-form4_1742950163.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,881.9046 F1 · balance_after: Includes 35.288 shares acquired by the reporting person on 3/15/2025 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| January 07, 2025 Filed Jan 9, 2025 02:32 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,317 | $614.90 | $809,820.14 |
DisclosureSEC source: 0001628280-25-001012 · wk-form4_1736389937.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,009.6166 F3 · price: This transaction was executed in multiple trades ranging from $614.455 to $615.23. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 07, 2025 Filed Jan 9, 2025 02:32 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,536.637 | $613.71 | $943,044.12 |
DisclosureSEC source: 0001628280-25-001012 · wk-form4_1736389937.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,326.6166 F2 · price: This transaction was executed in multiple trades ranging from $613.15 to $614.085. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 07, 2025 Filed Jan 9, 2025 02:32 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,934 | $612.68 | $1,184,926.60 |
DisclosureSEC source: 0001628280-25-001012 · wk-form4_1736389937.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,863.2536 F1 · price: This transaction was executed in multiple trades ranging from $612.155 to $613.14. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 699 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000325 · wk-form4_1735941671.xml · derivative · entry 10 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,890 Underlying: Common Stock · 699 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 |
| December 31, 2024 Filed Jan 3, 2025 22:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000325 · wk-form4_1735941671.xml · derivative · entry 9 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,620 Underlying: Common Stock · 362 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 |
| December 31, 2024 Filed Jan 3, 2025 22:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000325 · wk-form4_1735941671.xml · derivative · entry 8 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,613 Underlying: Common Stock · 435 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 |
| December 31, 2024 Filed Jan 3, 2025 22:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 253 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000325 · wk-form4_1735941671.xml · derivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 506 Underlying: Common Stock · 253 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 |
| December 31, 2024 Filed Jan 3, 2025 22:01 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 867.328 | $628.50 | $545,115.65 |
DisclosureSEC source: 0001628280-25-000325 · wk-form4_1735941671.xml · nonDerivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,797.2536 Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 699 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000325 · wk-form4_1735941671.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,664.5816 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, 2024 Filed Jan 3, 2025 22:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000325 · wk-form4_1735941671.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,965.5816 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, 2024 Filed Jan 3, 2025 22:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000325 · wk-form4_1735941671.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,603.5816 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, 2024 Filed Jan 3, 2025 22:01 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 253 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000325 · wk-form4_1735941671.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,168.5816 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 23:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · derivative · entry 14 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207 Underlying: Common Stock · 2 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 F8 · 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. F4 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 23:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · derivative · entry 13 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245 Underlying: Common Stock · 4 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 F8 · 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. F4 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 23:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · derivative · entry 12 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206 Underlying: Common Stock · 4 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 F8 · 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. F4 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 23:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 68 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · derivative · entry 11 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,818 Underlying: Common Stock · 68 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 F7 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2027. 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. F4 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. F5 · 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 12, 2024 Filed Dec 16, 2024 23:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · derivative · entry 10 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,249 Underlying: Common Stock · 167 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 F6 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2026. 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. F4 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. F5 · 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 12, 2024 Filed Dec 16, 2024 23:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 193 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · derivative · entry 9 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,804 Underlying: Common Stock · 193 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: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2025. 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. F4 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. F5 · 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 12, 2024 Filed Dec 16, 2024 23:03 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 438 | $672.25 | $294,445.50 |
DisclosureSEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · nonDerivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,915.5816 Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 23:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · nonDerivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,353.5816 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 23:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · nonDerivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,351.5816 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 23:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,347.5816 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 23:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 68 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,343.5816 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 23:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,275.5816 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 23:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 193 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051567 · wk-form4_1734390200.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,108.5816 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 10, 2024 Filed Dec 11, 2024 22:13 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 4,000 | $658.96 | $2,635,827.60 |
DisclosureSEC source: 0001628280-24-050826 · wk-form4_1733955200.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,915.5816 F3 · price: This transaction was executed in multiple trades ranging from $658.73 to $659.16. 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 10, 2024 Filed Dec 11, 2024 22:13 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,000 | $657.69 | $657,686.90 |
DisclosureSEC source: 0001628280-24-050826 · wk-form4_1733955200.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,915.5816 F2 · price: This transaction was executed in multiple trades ranging from $657.50 to $658.00. 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 10, 2024 Filed Dec 11, 2024 22:13 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,700 | $655.66 | $1,770,293.88 |
DisclosureSEC source: 0001628280-24-050826 · wk-form4_1733955200.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,915.5816 F1 · price: This transaction was executed in multiple trades ranging from $655.20 to $656.19. 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 |
| October 01, 2024 Filed Oct 3, 2024 22:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042233 · wk-form4_1727994888.xml · derivative · entry 8 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,982 Underlying: Common Stock · 362 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F5 · 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 22:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042233 · wk-form4_1727994888.xml · derivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,048 Underlying: Common Stock · 436 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F5 · 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 22:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 252 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042233 · wk-form4_1727994888.xml · derivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 759 Underlying: Common Stock · 252 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. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F5 · 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 22:34 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 520.79 | $606.28 | $315,744.56 |
DisclosureSEC source: 0001628280-24-042233 · wk-form4_1727994888.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,615.5816 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042233 · wk-form4_1727994888.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,136.3716 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 22:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042233 · wk-form4_1727994888.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,774.3716 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 22:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 252 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042233 · wk-form4_1727994888.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,338.3716 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 743 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 20, 2024 Filed Sep 24, 2024 21:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 26,700 | $0.00 Strike: $281.60 | $0.00 |
DisclosureSEC source: 0001628280-24-041239 · wk-form4_1727212370.xml · derivative · entry 9 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,700 shares Expires 2026-07-24 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. F8 · derivative.exercise_date: Represents last vest date for this tranche of stock options. Read SEC document |
| September 20, 2024 Filed Sep 24, 2024 21:12 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 5,753 | $645.09 | $3,711,176.31 |
DisclosureSEC source: 0001628280-24-041239 · wk-form4_1727212370.xml · nonDerivative · entry 8 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,038.3716 F7 · price: This transaction was executed in multiple trades ranging from $644.87 to $645.64. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 20, 2024 Filed Sep 24, 2024 21:12 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 4,333 | $644.29 | $2,791,704.67 |
DisclosureSEC source: 0001628280-24-041239 · wk-form4_1727212370.xml · nonDerivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,791.3716 F6 · price: This transaction was executed in multiple trades ranging from $643.855 to $644.80 The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 20, 2024 Filed Sep 24, 2024 21:12 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,134 | $643.62 | $729,860.32 |
DisclosureSEC source: 0001628280-24-041239 · wk-form4_1727212370.xml · nonDerivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,124.3716 F5 · price: This transaction was executed in multiple trades ranging from $642.85 to $643.83. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 20, 2024 Filed Sep 24, 2024 21:12 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 5,525 | $641.82 | $3,546,068.76 |
DisclosureSEC source: 0001628280-24-041239 · wk-form4_1727212370.xml · nonDerivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,258.3716 F4 · price: This transaction was executed in multiple trades ranging from $641.55 to $642.33. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 20, 2024 Filed Sep 24, 2024 21:12 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 7,489 | $641.05 | $4,800,818.21 |
DisclosureSEC source: 0001628280-24-041239 · wk-form4_1727212370.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,783.3716 F3 · price: This transaction was executed in multiple trades ranging from $640.525 to $641.48. 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.