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 |
|---|---|---|---|---|---|---|
| December 31, 2023 Filed Jan 3, 2024 02:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 252 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000071 · 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: 1,517 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. 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 | 386 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000071 · 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: 771 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. 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 | Tax withholdingCommon Stock | 893 | $625.03 | $558,151.79 |
DisclosureSEC source: 0001062993-24-000071 · 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 Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 02:18 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 724 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000071 · 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: 50,922.6116 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 / conversionCommon Stock | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000071 · 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: 50,198.6116 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 / conversionCommon Stock | 252 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000071 · 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: 49,763.6116 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 / conversionCommon Stock | 386 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000071 · 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: 49,511.6116 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022420 · 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: 249 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. F1 · derivative.exercise_price: 1-for-1 F7 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022420 · form4.xml · derivative · entry 12 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210 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. F1 · derivative.exercise_price: 1-for-1 F7 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Unit) · Derivative | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022420 · form4.xml · derivative · entry 11 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233 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. F1 · derivative.exercise_price: 1-for-1 F7 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units - performance-based · Derivative | 72 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022420 · form4.xml · derivative · entry 10 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,416 Underlying: Common Stock · 72 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 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. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. F4 · 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units - performance-based · Derivative | 182 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022420 · 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: 12,997 Underlying: Common Stock · 182 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F5 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2025. 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. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. F4 · 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units - performance-based · Derivative | 106 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022420 · 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: 7,682 Underlying: Common Stock · 106 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: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2024. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. F3 · derivative.expiration_date: Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. F4 · 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 370 | $573.90 | $212,343.00 |
DisclosureSEC source: 0001062993-23-022420 · 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: 49,125.6116 Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022420 · 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: 49,495.6116 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022420 · 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: 49,493.6116 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022420 · 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: 49,489.6116 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 72 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022420 · 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: 49,485.6116 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 182 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022420 · 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: 49,413.6116 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 08, 2023 Filed Dec 12, 2023 20:47 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 106 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022420 · 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: 49,231.6116 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 |
| October 01, 2023 Filed Oct 3, 2023 16:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018753 · 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: 4,790 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. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 253 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018753 · 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: 1,769 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. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018753 · form4.xml · derivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,157 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. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:54 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 534 | $510.94 | $272,841.96 |
DisclosureSEC source: 0001062993-23-018753 · 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: 49,125.6116 Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018753 · 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: 49,659.6116 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 |
| October 01, 2023 Filed Oct 3, 2023 16:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 253 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018753 · 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: 49,223.6116 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 |
| October 01, 2023 Filed Oct 3, 2023 16:54 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018753 · 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: 48,970.6116 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 |
| September 01, 2023 Filed Sep 6, 2023 20:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (performance-based vesting) · Derivative | 17,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-017691 · form4.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 · 17,417 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · shares: Represents the awarded and vested units pursuant to the Restricted Stock 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, 2023 Filed Sep 6, 2023 20:19 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 9,080 | $549.60 | $4,990,368.00 |
DisclosureSEC source: 0001062993-23-017691 · 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: 48,585.6116 Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:19 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 17,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-017691 · 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: 57,665.6116 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 |
| August 14, 2023 Filed Aug 15, 2023 23:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units(MSPP Matching Award) · Derivative | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016564 · 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: 0 Underlying: Common Stock · 330 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 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 14, 2023 Filed Aug 15, 2023 23:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 344 | $305.54 | $105,105.76 |
DisclosureSEC source: 0001062993-23-016564 · 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: 0 Underlying: Common Stock · 344 shares Expires 2023-08-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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 14, 2023 Filed Aug 15, 2023 23:56 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 321 | $505.80 | $162,361.80 |
DisclosureSEC source: 0001062993-23-016564 · 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: 40,248.6116 Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 23:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016564 · 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: 40,569.6116 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 |
| August 14, 2023 Filed Aug 15, 2023 23:56 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016564 · 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: 40,239.6116 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 |
| August 11, 2023 Filed Aug 15, 2023 23:56 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units(MSPP Matching Award) · Derivative | 251 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016564 · form4.xml · derivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251 Underlying: Common Stock · 251 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 11, 2023 Filed Aug 15, 2023 23:56 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 251 | $497.77 | $124,940.27 |
DisclosureSEC source: 0001062993-23-016564 · form4.xml · derivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251 Underlying: Common Stock · 251 shares Expires 2026-08-11 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 27, 2023 Filed Jul 31, 2023 23:57 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 12,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015519 · form4.xml · derivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,212 Underlying: Common Stock · 12,212 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 9/1/2026. 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 27, 2023 Filed Jul 31, 2023 23:57 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 5,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015519 · form4.xml · derivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,791 Underlying: Common Stock · 5,791 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 12/31/2023; 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 27, 2023 Filed Jul 31, 2023 23:57 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 19,588 | $0.00 Strike: $496.53 | $0.00 |
DisclosureSEC source: 0001062993-23-015519 · form4.xml · derivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,588 Underlying: Common Stock · 19,588 shares Expires 2030-07-26 F1 · derivative.exercise_date: 25% of the stock options granted will vest on 7/27/2024 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 27, 2023 Filed Aug 2, 2023 19:37 UTC Amendment | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (performance-based vesting) · Derivative | 11,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015666 · form4a.xml · derivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,488 Underlying: Common Stock · 11,488 shares Expires not disclosed F1 · security: Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F2 · derivative.exercise_price: 1-for-1 F3 · shares: This amendment is being filed to correct an administrative error in the target number of units subject to the award, which was incorrectly stated in the Form 4 filed on July 31, 2023. 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 9/1/2026. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock. F4 · 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 03, 2023 Filed Jul 6, 2023 00:49 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 53,741 | $0.00 Strike: $135.35 | $0.00 |
DisclosureSEC source: 0001062993-23-014547 · 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: 0 Underlying: Common Stock · 53,741 shares Expires 2024-07-19 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. F5 · derivative.exercise_date: Represents final vesting date for stock options under this award granted on 7/20/2017. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 00:49 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,079 | $452.51 | $1,393,278.60 |
DisclosureSEC source: 0001062993-23-014547 · 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: 39,895.6116 F4 · price: This transaction was executed in multiple trades ranging from $452.42 to $452.82. 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 |
| July 03, 2023 Filed Jul 6, 2023 00:49 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 9,897 | $451.57 | $4,469,233.82 |
DisclosureSEC source: 0001062993-23-014547 · 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: 42,974.6116 F3 · price: This transaction was executed in multiple trades ranging from $451.225 to $452.22. 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 |
| July 03, 2023 Filed Jul 6, 2023 00:49 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 32,870 | $450.90 | $14,821,089.57 |
DisclosureSEC source: 0001062993-23-014547 · 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: 52,871.6116 F2 · price: This transaction was executed in multiple trades ranging from $450.22 to $451.22. 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 |
| July 03, 2023 Filed Jul 6, 2023 00:49 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 7,895 | $449.87 | $3,551,694.44 |
DisclosureSEC source: 0001062993-23-014547 · 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: 85,741.6116 F1 · price: This transaction was executed in multiple trades ranging from $449.19 to $450.16. 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 |
| July 03, 2023 Filed Jul 6, 2023 00:49 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 53,741 | $135.35 | $7,273,844.35 |
DisclosureSEC source: 0001062993-23-014547 · 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: 93,636.6116 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 |
| July 01, 2023 Filed Jul 3, 2023 19:22 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014316 · 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: 5,226 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 the vest date. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:22 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 253 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014316 · 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: 2,022 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 the vest date. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 19:22 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 386 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014316 · 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: 1,542 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-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 the vest 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.