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, 2021 Filed Jan 4, 2022 23:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000377 · form4.xml · derivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,331 Underlying: Common Stock · 388 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, 2021 Filed Jan 4, 2022 23:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000377 · form4.xml · derivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 866 Underlying: Common Stock · 433 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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, 2021 Filed Jan 4, 2022 23:08 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 851 | $650.00 | $553,150.00 |
DisclosureSEC source: 0001062993-22-000377 · form4.xml · nonDerivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,439 Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 506 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000377 · form4.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,290 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, 2021 Filed Jan 4, 2022 23:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 386 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000377 · form4.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,784 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, 2021 Filed Jan 4, 2022 23:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000377 · form4.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,398 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, 2021 Filed Jan 4, 2022 23:08 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000377 · form4.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,010 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 17, 2021 Filed Dec 21, 2021 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Unit) · Derivative | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013308 · form4.xml · derivative · entry 13 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241 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 17, 2021 Filed Dec 21, 2021 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Unit) · Derivative | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013308 · form4.xml · derivative · entry 12 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336 Underlying: Common Stock · 6 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 17, 2021 Filed Dec 21, 2021 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Unit) · Derivative | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013308 · form4.xml · derivative · entry 11 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379 Underlying: Common Stock · 6 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 17, 2021 Filed Dec 21, 2021 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based · Derivative | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013308 · form4.xml · derivative · entry 10 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,898 Underlying: Common Stock · 50 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 9/1/2024. 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 17, 2021 Filed Dec 21, 2021 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based · Derivative | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013308 · form4.xml · derivative · entry 9 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,824 Underlying: Common Stock · 261 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 9/1/2023. 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 17, 2021 Filed Dec 21, 2021 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based · Derivative | 285 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013308 · form4.xml · derivative · entry 8 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,991 Underlying: Common Stock · 285 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 9/1/2022. 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 17, 2021 Filed Dec 21, 2021 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 610 | $620.27 | $378,364.70 |
DisclosureSEC source: 0001062993-21-013308 · form4.xml · nonDerivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,577 Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013308 · form4.xml · nonDerivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,187 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 17, 2021 Filed Dec 21, 2021 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013308 · form4.xml · nonDerivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,185 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 17, 2021 Filed Dec 21, 2021 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013308 · form4.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,179 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 17, 2021 Filed Dec 21, 2021 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013308 · form4.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,173 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 17, 2021 Filed Dec 21, 2021 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013308 · form4.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,123 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 17, 2021 Filed Dec 21, 2021 21:17 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 285 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-013308 · form4.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,862 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, 2021 Filed Oct 4, 2021 23:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000252 · edgar.xml · derivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,241 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 traunch of 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 |
| October 01, 2021 Filed Oct 4, 2021 23:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000252 · edgar.xml · derivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,719 Underlying: Common Stock · 389 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 traunch of 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 |
| October 01, 2021 Filed Oct 4, 2021 23:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000252 · edgar.xml · derivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,299 Underlying: Common Stock · 432 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Represents vesting date for this traunch of 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 |
| October 01, 2021 Filed Oct 4, 2021 23:45 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 599 | $543.97 | $325,838.03 |
DisclosureSEC source: 0000896878-21-000252 · edgar.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,577 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000252 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,176 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, 2021 Filed Oct 4, 2021 23:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000252 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,791 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, 2021 Filed Oct 4, 2021 23:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000252 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,402 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, 2021 Filed Sep 3, 2021 00:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit -performance-based vesting · Derivative | 17,832 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000219 · edgar.xml · derivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,832 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · shares: Represents the awarded and vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives. F3 · derivative.exercise_date: Represents vesting and release date for Restricted Stock Units (performance-based vesting). F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 00:55 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 8,557 | $563.13 | $4,818,703.41 |
DisclosureSEC source: 0000896878-21-000219 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,970 Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 00:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 17,832 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000219 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,527 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, 2021 Filed Aug 16, 2021 20:08 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Matching Award) · Derivative | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000200 · edgar.xml · derivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243 Underlying: Common Stock · 243 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 13, 2021 Filed Aug 16, 2021 20:08 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative | 243 | $540.74 | $131,399.82 |
DisclosureSEC source: 0000896878-21-000200 · edgar.xml · derivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243 Underlying: Common Stock · 243 shares Expires 2024-08-13 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 10, 2021 Filed Aug 12, 2021 17:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000185 · edgar.xml · derivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 490 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 · 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. Restricted Stock Units (MSPP Matching Award) vest 3 years from grant date. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 17:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Purchased Award) · Derivative | 509 | $211.01 | $107,404.09 |
DisclosureSEC source: 0000896878-21-000185 · edgar.xml · derivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 509 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 settlement date. Restricted Stock Units (MSPP Purchase Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 17:00 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 476 | $530.13 | $252,341.88 |
DisclosureSEC source: 0000896878-21-000185 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,695 Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 17:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000185 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,171 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 17:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 509 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000185 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,681 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 29, 2021 Filed Aug 2, 2021 22:17 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit - performance based vesting · Derivative | 7,948 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000159 · edgar.xml · derivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,948 Underlying: Common Stock · 7,948 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 9/1/2024. 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 29, 2021 Filed Aug 2, 2021 22:17 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit · Derivative | 4,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000159 · edgar.xml · derivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,044 Underlying: Common Stock · 4,044 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: Represents first vesting date for these restricted stock units. 12.5% of the restricted stock units will vest on 12/31/2021; thereafter 6.25% of the restricted stock units will vest on each of April 1, July 1, October 1, and December 31, following the first vest date 12/31/2021, 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 29, 2021 Filed Aug 2, 2021 22:17 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 17,396 | $0.00 Strike: $525.51 | $0.00 |
DisclosureSEC source: 0000896878-21-000159 · edgar.xml · derivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,396 Underlying: Common Stock · 17,396 shares Expires 2028-07-28 F1 · derivative.exercise_date: Represents first vesting date for this stock option grant. 25% of the stock options granted will vest on 7/29/2022 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, 2021 Filed Jul 2, 2021 21:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 386 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000144 · edgar.xml · derivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,626 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 and release 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 |
| July 01, 2021 Filed Jul 2, 2021 21:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000144 · edgar.xml · derivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,108 Underlying: Common Stock · 388 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 and release 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 |
| July 01, 2021 Filed Jul 2, 2021 21:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000144 · edgar.xml · derivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,731 Underlying: Common Stock · 433 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting and release 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 |
| July 01, 2021 Filed Jul 2, 2021 21:13 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 443 | $491.05 | $217,535.15 |
DisclosureSEC source: 0000896878-21-000144 · edgar.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,172 Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 386 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000144 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,615 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, 2021 Filed Jul 2, 2021 21:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000144 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,229 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, 2021 Filed Jul 2, 2021 21:13 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000144 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,841 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 7 shares acquired by the reporting person on 6/15/2021 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000077 · edgar.xml · derivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,012 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 this tranche of Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000077 · edgar.xml · derivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,496 Underlying: Common Stock · 389 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000077 · edgar.xml · derivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,164 Underlying: Common Stock · 433 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this tranche of Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.