Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUIT INC.INTU · Entity 2373 | EVP, People and Places | July 01, 2025 | July 03, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
INTUIT INC.
Report date July 01, 2025 · Filed July 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,052.5226 |
Reported balance
After 2025-07-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-07-01 · Exercise / conversion · Acquired 253 · Balance 23,052.5226 F1: Includes 3.645 shares acquired by the reporting person on 6/15/2025 through the Intuit Inc. Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | Direct | 23,488.5226 |
Reported balance
After 2025-07-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-07-01 · Exercise / conversion · Acquired 436 · Balance 23,488.5226 |
| Common StockSEC Table I · non-derivative | Direct | 23,850.5226 |
Reported balance
After 2025-07-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-07-01 · Exercise / conversion · Acquired 362 · Balance 23,850.5226 |
| Common StockSEC Table I · non-derivative | Direct | 24,199.5226 |
Reported balance
After 2025-07-01 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2025-07-01 · Exercise / conversion · Acquired 349 · Balance 24,199.5226 |
| Common StockSEC Table I · non-derivative | Direct | 23,505.2636 |
Reported balance
After 2025-07-01 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2025-07-01 · Tax withholding · Disposed 694.259 · Balance 23,505.2636 F2: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-07-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-07-01 · Exercise / conversion · Disposed 253 · Balance 0 F4: 1-for-1 F5: Represents vesting date for this tranche of restricted stock units. F6: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,742 |
Reported balance
After 2025-07-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-07-01 · Exercise / conversion · Disposed 436 · Balance 1,742 F4: 1-for-1 F5: Represents vesting date for this tranche of restricted stock units. F6: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,896 |
Reported balance
After 2025-07-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-07-01 · Exercise / conversion · Disposed 362 · Balance 2,896 F4: 1-for-1 F5: Represents vesting date for this tranche of restricted stock units. F6: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,192 |
Reported balance
After 2025-07-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2025-07-01 · Exercise / conversion · Disposed 349 · Balance 4,192 F4: 1-for-1 F5: Represents vesting date for this tranche of restricted stock units. F6: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 11,695 |
Reported balance
Holding disclosure · report date 2025-07-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 11,695 F3: Shares held in LAURA FENNELL TTEE LAURA A FENNELL TRUST U/A DTD 05/15/2013 of which the reporting person is a trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 3.645 shares acquired by the reporting person on 6/15/2025 through the Intuit Inc. Employee Stock Purchase Plan.
F2: Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction.
F3: Shares held in LAURA FENNELL TTEE LAURA A FENNELL TRUST U/A DTD 05/15/2013 of which the reporting person is a trustee.
F4: 1-for-1
F5: Represents vesting date for this tranche of restricted stock units.
F6: Restricted stock units do not expire; they either vest or are canceled prior to vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2021 Filed Apr 5, 2021 22:50 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 418 | $395.23 | $165,206.14 |
DisclosureSEC source: 0000896878-21-000077 · edgar.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,401 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000077 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,819 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000077 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,434 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:50 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000077 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,045 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 70 shares of common stock acquired by the reporting person on 3/15/2021 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 01:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 772 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000010 · edgar.xml · derivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,397 Underlying: Common Stock · 772 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, 2020 Filed Jan 5, 2021 01:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000010 · edgar.xml · derivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,885 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, 2020 Filed Jan 5, 2021 01:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000010 · edgar.xml · derivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,597 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 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, 2020 Filed Jan 5, 2021 01:09 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 791 | $379.85 | $300,461.35 |
DisclosureSEC source: 0000896878-21-000010 · edgar.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,542 Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 01:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 772 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000010 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,333 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, 2020 Filed Jan 5, 2021 01:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000010 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,561 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, 2020 Filed Jan 5, 2021 01:09 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-21-000010 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,173 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 18, 2020 Filed Dec 22, 2020 01:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Unit) · Derivative | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000240 · edgar.xml · derivative · entry 13 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342 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 18, 2020 Filed Dec 22, 2020 01:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Unit) · Derivative | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000240 · edgar.xml · derivative · entry 12 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385 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 18, 2020 Filed Dec 22, 2020 01:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Unit) · Derivative | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000240 · edgar.xml · derivative · entry 11 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490 Underlying: Common Stock · 8 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 18, 2020 Filed Dec 22, 2020 01:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based · Derivative | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000240 · edgar.xml · derivative · entry 10 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,085 Underlying: Common Stock · 76 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 9/1/2023. 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 18, 2020 Filed Dec 22, 2020 01:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based · Derivative | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000240 · edgar.xml · derivative · entry 9 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,276 Underlying: Common Stock · 192 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 9/1/2022. 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 18, 2020 Filed Dec 22, 2020 01:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based · Derivative | 358 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000240 · edgar.xml · derivative · entry 8 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,082 Underlying: Common Stock · 358 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 9/1/2021. 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 18, 2020 Filed Dec 22, 2020 01:20 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 642 | $380.11 | $244,030.62 |
DisclosureSEC source: 0000896878-20-000240 · edgar.xml · nonDerivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,741 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 01:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000240 · edgar.xml · nonDerivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,383 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 18, 2020 Filed Dec 22, 2020 01:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000240 · edgar.xml · nonDerivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,381 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 18, 2020 Filed Dec 22, 2020 01:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000240 · edgar.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,375 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 18, 2020 Filed Dec 22, 2020 01:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000240 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,367 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 18, 2020 Filed Dec 22, 2020 01:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000240 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,291 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 18, 2020 Filed Dec 22, 2020 01:20 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 358 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000240 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,099 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, 2020 Filed Oct 5, 2020 17:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000193 · edgar.xml · derivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,273 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 this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest are are cancelled prior to vesting date. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000193 · edgar.xml · derivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,029 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 this tranche of Restricted Stock Units. F3 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest are are cancelled prior to vesting date. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:12 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 408 | $332.34 | $135,594.72 |
DisclosureSEC source: 0000896878-20-000193 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,741 Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000193 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,149 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, 2020 Filed Oct 5, 2020 17:12 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000193 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,761 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 15, 2020 Filed Sep 17, 2020 00:07 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,981 | $323.76 | $1,288,884.58 |
DisclosureSEC source: 0000896878-20-000178 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,328 F3 · price: This transaction was executed in multiple trades ranging from $323.19 to $324.04. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 15, 2020 Filed Sep 17, 2020 00:07 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 6,003 | $322.38 | $1,935,253.74 |
DisclosureSEC source: 0000896878-20-000178 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,309 F2 · price: This transaction was executed in multiple trades ranging from $322.00 to $322.63. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 15, 2020 Filed Sep 17, 2020 00:07 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 9,797 | $321.36 | $3,148,395.27 |
DisclosureSEC source: 0000896878-20-000178 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,312 F1 · price: This transaction was executed in multiple trades ranging from $321.01 to $321.94. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 14, 2020 Filed Sep 15, 2020 21:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 29,204 | $0.00 Strike: $107.25 | $0.00 |
DisclosureSEC source: 0001209191-20-050533 · doc4.xml · derivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,204 shares Expires 2022-07-22 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_date: The options are fully vested. Read SEC document |
| September 14, 2020 Filed Sep 15, 2020 21:33 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 29,204 | $320.34 | $9,355,279.45 |
DisclosureSEC source: 0001209191-20-050533 · doc4.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,109 F1 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $320.00 and the highest price at which shares were sold was $321.00. The reporting person undertakes to provide upon request to the staff of the Securities Exchange Commission, the issuer or its stockholders, full information regarding the total number of shares sold at each separate price within the range set forth herein. Read SEC document |
| September 14, 2020 Filed Sep 15, 2020 21:33 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 29,204 | $107.25 | $3,132,129.00 |
DisclosureSEC source: 0001209191-20-050533 · doc4.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,313 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 11, 2020 Filed Sep 14, 2020 20:22 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 18,661 | $0.00 Strike: $107.25 | $0.00 |
DisclosureSEC source: 0001209191-20-050279 · doc4.xml · derivative · entry 11 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,204 Underlying: Common Stock · 18,661 shares Expires 2022-07-22 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. F7 · derivative.exercise_date: The options are fully vested. Read SEC document |
| September 11, 2020 Filed Sep 14, 2020 20:22 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,628 | $323.00 | $1,171,844.00 |
DisclosureSEC source: 0001209191-20-050279 · doc4.xml · nonDerivative · entry 9 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,109 Read SEC document |
| September 11, 2020 Filed Sep 14, 2020 20:22 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 3,005 | $322.46 | $968,990.20 |
DisclosureSEC source: 0001209191-20-050279 · doc4.xml · nonDerivative · entry 8 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,737 F6 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $322.11 and the highest price at which shares were sold was $322.74. Read SEC document |
| September 11, 2020 Filed Sep 14, 2020 20:22 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 7,424 | $321.55 | $2,387,208.73 |
DisclosureSEC source: 0001209191-20-050279 · doc4.xml · nonDerivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,742 F5 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $321.03 and the highest price at which shares were sold was $321.98. Read SEC document |
| September 11, 2020 Filed Sep 14, 2020 20:22 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 4,604 | $320.55 | $1,475,831.08 |
DisclosureSEC source: 0001209191-20-050279 · doc4.xml · nonDerivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,166 F4 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $320.00 and the highest price at which shares were sold was $320.98. Read SEC document |
| September 11, 2020 Filed Sep 14, 2020 20:22 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 18,661 | $107.25 | $2,001,392.25 |
DisclosureSEC source: 0001209191-20-050279 · doc4.xml · nonDerivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,770 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 10, 2020 Filed Sep 14, 2020 20:22 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 16,332 | $0.00 Strike: $107.25 | $0.00 |
DisclosureSEC source: 0001209191-20-050279 · doc4.xml · derivative · entry 10 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,865 Underlying: Common Stock · 16,332 shares Expires 2022-07-22 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. F7 · derivative.exercise_date: The options are fully vested. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 20:22 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 4,405 | $330.01 | $1,453,698.46 |
DisclosureSEC source: 0001209191-20-050279 · doc4.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,109 F3 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $330.00 and the highest price at which shares were sold was $330.105. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 20:22 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 7,528 | $329.51 | $2,480,541.49 |
DisclosureSEC source: 0001209191-20-050279 · doc4.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,514 F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $329.00 and the highest price at which shares were sold was $329.97. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 20:22 UTC | INTUIT INC. INTU · Entity 2373 | SaleCommon Stock | 4,399 | $326.36 | $1,435,638.72 |
DisclosureSEC source: 0001209191-20-050279 · doc4.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,042 F1 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $326.00 and the highest price at which shares were sold was $326.73. The reporting person undertakes to provide upon request to the staff of the Securities Exchange Commission, the issuer or its stockholders, full information regarding the total number of shares sold at each separate price within the ranges set forth in footnotes (1), (2), (3), (4), (5) and (6) to this Form 4. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 20:22 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 16,332 | $107.25 | $1,751,607.00 |
DisclosureSEC source: 0001209191-20-050279 · doc4.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,441 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, 2020 Filed Sep 3, 2020 16:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 32,580 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000164 · 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 · 32,580 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 outstanding 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, 2020 Filed Sep 3, 2020 16:45 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 15,611 | $347.18 | $5,419,826.98 |
DisclosureSEC source: 0000896878-20-000164 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,109 Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 16:45 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 32,580 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000164 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,720 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, 2020 Filed Aug 17, 2020 19:13 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Matching Award) · Derivative | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000137 · edgar.xml · derivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344 Underlying: Common Stock · 344 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.