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 |
|---|---|---|---|---|---|---|
| September 20, 2024 Filed Sep 24, 2024 21:12 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,466 | $639.76 | $1,577,641.75 |
DisclosureSEC source: 0001628280-24-041239 · wk-form4_1727212370.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,272.3716 F2 · price: This transaction was executed in multiple trades ranging from $639.485 to $640.43. 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 | 3,458.861 | $640.56 | $2,215,599.36 |
DisclosureSEC source: 0001628280-24-041239 · wk-form4_1727212370.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,738.3716 F1 · price: This transaction was executed in multiple trades ranging from $640.5562 to $640.775. 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 | Exercise / conversionCommon Stock | 26,700 | $281.60 | $7,518,720.00 |
DisclosureSEC source: 0001628280-24-041239 · wk-form4_1727212370.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,197.2326 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, 2024 Filed Sep 5, 2024 00:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 7,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022849 · form4-09042024_110930.xml · derivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,143 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for1. F2 · shares: Represents the awarded and vested units pursuant to the Restricted Stock Units (performance-based vesting) grant related to achievement of certain total shareholder return objectives. F3 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units (performance-based vesting). F4 · derivative.expiration_date: Restricted Stock Units (performance-based vesting) do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 00:20 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 3,413.81 | $630.26 | $2,151,587.89 |
DisclosureSEC source: 0001415889-24-022849 · form4-09042024_110930.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,497.2326 Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 00:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 7,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022849 · form4-09042024_110930.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,911.0426 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 13, 2024 Filed Aug 15, 2024 20:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-021357 · form4-08152024_080801.xml · derivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 233 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for1. F6 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F4 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 243 | $540.74 | $131,399.82 |
DisclosureSEC source: 0001415889-24-021357 · form4-08152024_080801.xml · derivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 243 shares Expires 2024-08-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for1. F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:23 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 226.139 | $645.83 | $146,047.35 |
DisclosureSEC source: 0001415889-24-021357 · form4-08152024_080801.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,768.0426 Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-021357 · form4-08152024_080801.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,994.1816 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 13, 2024 Filed Aug 15, 2024 20:23 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-021357 · form4-08152024_080801.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,761.1816 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 09, 2024 Filed Aug 13, 2024 20:05 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Matching Award) · Derivative | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-021146 · form4-08132024_080831.xml · derivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209 Underlying: Common Stock · 209 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F6 · price: Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP). F4 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). F5 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 20:05 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 209 | $630.20 | $131,711.80 |
DisclosureSEC source: 0001415889-24-021146 · form4-08132024_080831.xml · derivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209 Underlying: Common Stock · 209 shares Expires 2027-08-09 F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Restricted Stock Units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F3 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| July 25, 2024 Filed Jul 30, 2024 00:19 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 10,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-020284 · form4-07302024_120706.xml · derivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,886 Underlying: Common Stock · 10,886 shares Expires not disclosed F2 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1. F6 · shares: The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2027. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F7 · derivative.exercise_date: Represents vesting date for restricted stock units (performance-based vesting). F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2024 Filed Jul 30, 2024 00:19 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 5,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-020284 · form4-07302024_120706.xml · derivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,589 Underlying: Common Stock · 5,589 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: 12.5% of the restricted stock units will vest on 12/31/2024; thereafter 6.25% of the restricted stock units will vest on each April 1, July 1, October 1, and December 31, until the award is fully vested. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 25, 2024 Filed Jul 30, 2024 00:19 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 18,564 | $0.00 Strike: $626.32 | $0.00 |
DisclosureSEC source: 0001415889-24-020284 · form4-07302024_120706.xml · derivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,564 Underlying: Common Stock · 18,564 shares Expires 2031-07-24 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/25/2025 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019291 · form4-07042024_120752.xml · derivative · entry 9 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,344 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-for1. F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019291 · form4-07042024_120752.xml · derivative · entry 8 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,484 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-for1. F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 253 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019291 · form4-07042024_120752.xml · derivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,011 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-for1. F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 386 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019291 · form4-07042024_120752.xml · derivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 386 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for1. F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:08 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 714 | $650.77 | $464,649.78 |
DisclosureSEC source: 0001415889-24-019291 · form4-07042024_120752.xml · nonDerivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,518.1816 Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019291 · form4-07042024_120752.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,232.1816 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019291 · form4-07042024_120752.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,870.1816 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 253 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019291 · form4-07042024_120752.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,435.1816 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 386 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019291 · form4-07042024_120752.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,182.1816 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 6.496 shares acquired by the reporting person on 6/15/2024 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007826 · form4.xml · derivative · entry 9 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,706 Underlying: Common Stock · 361 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 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, 2024 Filed Apr 2, 2024 22:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007826 · form4.xml · derivative · entry 8 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,919 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. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 253 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007826 · form4.xml · derivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,264 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 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, 2024 Filed Apr 2, 2024 22:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestriced Stock Units · Derivative | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007826 · form4.xml · derivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 386 Underlying: Common Stock · 385 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 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, 2024 Filed Apr 2, 2024 22:56 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 714 | $639.84 | $456,845.76 |
DisclosureSEC source: 0001062993-24-007826 · form4.xml · nonDerivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,789.6856 Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 361 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007826 · form4.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,503.6856 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007826 · form4.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,142.6856 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 253 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007826 · form4.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,706.6856 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007826 · form4.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,453.6856 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 39.074 shares acquired by the reporting person on 3/15/2024 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| January 08, 2024 Filed Jan 9, 2024 21:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 14,772 | $0.00 Strike: $216.64 | $0.00 |
DisclosureSEC source: 0001062993-24-000717 · form4.xml · derivative · entry 14 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,772 shares Expires 2025-07-25 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. F12 · derivative.exercise_date: Represents final vest date for this stock option grant. Read SEC document |
| January 08, 2024 Filed Jan 9, 2024 21:53 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 8,228 | $600.20 | $4,938,432.44 |
DisclosureSEC source: 0001062993-24-000717 · form4.xml · nonDerivative · entry 12 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,029.6116 F10 · price: This transaction was executed in multiple trades ranging from $600.18 to $600.22. 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 08, 2024 Filed Jan 9, 2024 21:53 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 360 | $599.02 | $215,646.08 |
DisclosureSEC source: 0001062993-24-000717 · form4.xml · nonDerivative · entry 11 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,257.6116 F9 · price: This transaction was executed in multiple trades ranging from $598.74 to $599.56. 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 08, 2024 Filed Jan 9, 2024 21:53 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 500 | $598.01 | $299,007.00 |
DisclosureSEC source: 0001062993-24-000717 · form4.xml · nonDerivative · entry 10 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,617.6116 F8 · price: This transaction was executed in multiple trades ranging from $597.74 to $598.34. 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 08, 2024 Filed Jan 9, 2024 21:53 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 2,046 | $597.03 | $1,221,518.27 |
DisclosureSEC source: 0001062993-24-000717 · form4.xml · nonDerivative · entry 9 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,117.6116 F7 · price: This transaction was executed in multiple trades ranging from $596.59 to $597.40. 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 08, 2024 Filed Jan 9, 2024 21:53 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,736 | $596.03 | $1,034,715.72 |
DisclosureSEC source: 0001062993-24-000717 · form4.xml · nonDerivative · entry 8 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,163.6116 F6 · price: This transaction was executed in multiple trades ranging from $595.59 to $596.53. 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 08, 2024 Filed Jan 9, 2024 21:53 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,902 | $595.14 | $1,131,949.81 |
DisclosureSEC source: 0001062993-24-000717 · form4.xml · nonDerivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,899.6116 F5 · price: This transaction was executed in multiple trades ranging from $594.59 to $595.58. 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 08, 2024 Filed Jan 9, 2024 21:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 14,772 | $216.64 | $3,200,206.08 |
DisclosureSEC source: 0001062993-24-000717 · form4.xml · nonDerivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,801.6116 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 |
| January 05, 2024 Filed Jan 9, 2024 21:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 14,771 | $0.00 Strike: $216.64 | $0.00 |
DisclosureSEC source: 0001062993-24-000717 · form4.xml · derivative · entry 13 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,772 Underlying: Common Stock · 14,771 shares Expires 2025-07-25 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. F11 · derivative.exercise_date: Represents last vest date for this tranche of stock options. Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 21:53 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 1,000 | $591.19 | $591,192.00 |
DisclosureSEC source: 0001062993-24-000717 · form4.xml · nonDerivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,029.6116 F4 · price: This transaction was executed in multiple trades ranging from $591.10 to $591.36. 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 05, 2024 Filed Jan 9, 2024 21:53 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 7,817 | $590.61 | $4,616,810.88 |
DisclosureSEC source: 0001062993-24-000717 · form4.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,029.6116 F3 · price: This transaction was executed in multiple trades ranging from $590.03 to $591.00. 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 |
| January 05, 2024 Filed Jan 9, 2024 21:53 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 656 | $588.76 | $386,224.85 |
DisclosureSEC source: 0001062993-24-000717 · form4.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,846.6116 F2 · price: This transaction was executed in multiple trades ranging from $588.535 to $588.87. 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 |
| January 05, 2024 Filed Jan 9, 2024 21:53 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 5,298 | $587.90 | $3,114,691.02 |
DisclosureSEC source: 0001062993-24-000717 · form4.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,502.6116 F1 · price: This transaction was executed in multiple trades ranging from $587.52 to $588.51. 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 05, 2024 Filed Jan 9, 2024 21:53 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 14,771 | $216.64 | $3,199,989.44 |
DisclosureSEC source: 0001062993-24-000717 · form4.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,800.6116 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, 2023 Filed Jan 3, 2024 02:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 724 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000071 · form4.xml · derivative · entry 9 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,067 Underlying: Common Stock · 724 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 02:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000071 · form4.xml · derivative · entry 8 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,355 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. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.