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 |
|---|---|---|---|---|---|---|
| August 14, 2020 Filed Aug 17, 2020 19:13 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Unit (MSPP Purchased Award) · Derivative | 344 | $305.54 | $105,105.76 |
DisclosureSEC source: 0000896878-20-000137 · edgar.xml · derivative · entry 1 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 2023-08-14 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 11, 2020 Filed Aug 13, 2020 01:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 553 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000129 · 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 · 553 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). F3 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). F4 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) have no expiration date; these securities either vest or are canceled prior to vesting date. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 576 | $136.60 | $78,681.60 |
DisclosureSEC source: 0000896878-20-000129 · 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 · 576 shares Expires 2020-08-11 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 for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. F2 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:31 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 543 | $299.20 | $162,465.60 |
DisclosureSEC source: 0000896878-20-000129 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,140 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 01:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 553 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000129 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,683 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, 2020 Filed Aug 13, 2020 01:31 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000129 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,130 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 30, 2020 Filed Aug 3, 2020 19:47 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units - performance-based vesting · Derivative | 12,161 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000100 · edgar.xml · derivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,161 Underlying: Common Stock · 12,161 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 9/1/2023. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. Common Stock. F7 · derivative.exercise_date: Represents vesting and release 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 30, 2020 Filed Aug 3, 2020 19:47 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units · Derivative | 6,169 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000100 · edgar.xml · derivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,169 Underlying: Common Stock · 6,169 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 vest on 12/31/2020; thereafter 6.25% of the restricted stock units vest on each of 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 30, 2020 Filed Aug 3, 2020 19:47 UTC | INTUIT INC. INTU · Entity 2373 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 25,049 | $0.00 Strike: $303.94 | $0.00 |
DisclosureSEC source: 0000896878-20-000100 · edgar.xml · derivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,049 Underlying: Common Stock · 25,049 shares Expires 2027-07-29 F1 · derivative.exercise_date: Represents first vesting date for this award. 25% of the stock options awarded vest on 7/30/2021 and thereafter 2 1/12% will vest on each monthly anniversary such that the award is fully vested on the 4th anniversary of the grant date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 1,554 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000081 · edgar.xml · derivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,661 Underlying: Common Stock · 1,554 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 vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000081 · edgar.xml · derivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,462 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 vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 3,323 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000081 · 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 · 3,323 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 vest date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:32 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 2,155 | $302.58 | $652,059.90 |
DisclosureSEC source: 0000896878-20-000081 · edgar.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,554 Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 1,554 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000081 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,709 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, 2020 Filed Jul 3, 2020 00:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000081 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,155 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, 2020 Filed Jul 3, 2020 00:32 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 3,323 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000081 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,722 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 12 shares acquired by the reporting person on 6/15/2020 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 18:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000039 · edgar.xml · derivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,895 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. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vesting date for this traunch 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, 2020 Filed Apr 3, 2020 18:34 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 150 | $218.12 | $32,718.00 |
DisclosureSEC source: 0000896878-20-000039 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,387 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 18:34 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-20-000039 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,537 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 84 shares purchased on 3/15/2020 by the reporting person through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units · Derivative | 433 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000426 · doc1.xml · derivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,327 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 granted on 7/26/2018. F3 · derivative.expiration_date: Restricted stock units have no expiration date; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:48 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 215 | $261.93 | $56,314.95 |
DisclosureSEC source: 0001567619-20-000426 · doc1.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,021 Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 23:48 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000426 · doc1.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,236 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000186 · edgar.xml · derivative · entry 15 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391 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 F8 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. 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 12, 2019 Filed Dec 16, 2019 20:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000186 · edgar.xml · derivative · entry 14 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 498 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 F8 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. 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 12, 2019 Filed Dec 16, 2019 20:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (MSPP Matching Award) · Derivative | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000186 · edgar.xml · derivative · entry 13 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 553 Underlying: Common Stock · 9 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 F8 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. 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 12, 2019 Filed Dec 16, 2019 20:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based vesting · Derivative | 78 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000186 · edgar.xml · derivative · entry 12 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,468 Underlying: Common Stock · 78 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: 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. F5 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based vesting · Derivative | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000186 · edgar.xml · derivative · entry 11 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,440 Underlying: Common Stock · 257 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 9/1/2021. 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. F5 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit - performance-based vesting · Derivative | 649 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000186 · edgar.xml · derivative · entry 10 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,356 Underlying: Common Stock · 649 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 F4 · derivative.exercise_date: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2020. 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. F5 · balance_after: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 63 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000186 · edgar.xml · derivative · entry 9 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,323 Underlying: Common Stock · 63 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: One third of the 10,158 awarded Restricted Stock Units vest on each of 7/1/2018, 7/1/2019, and 7/1/2020. 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 12, 2019 Filed Dec 16, 2019 20:03 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 1,066 | $252.75 | $269,431.50 |
DisclosureSEC source: 0000896878-19-000186 · edgar.xml · nonDerivative · entry 8 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,803 Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000186 · edgar.xml · nonDerivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,869 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000186 · edgar.xml · nonDerivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,867 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000186 · edgar.xml · nonDerivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,859 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 78 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000186 · edgar.xml · nonDerivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,850 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000186 · edgar.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,772 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 649 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000186 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,515 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:03 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 63 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000186 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,866 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, 2019 Filed Oct 3, 2019 21:37 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit · Derivative | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000162 · edgar.xml · derivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,760 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 traunch of restricted stock units granted 7/26/2018. F3 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are cancelled prior to vesting date. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:37 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 215 | $264.30 | $56,824.50 |
DisclosureSEC source: 0000896878-19-000162 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,803 Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:37 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000162 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People and Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,018 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, 2019 Filed Sep 3, 2019 23:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative | 23,554 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000139 · edgar.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 · 23,554 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 date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document |
| September 01, 2019 Filed Sep 3, 2019 23:55 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 11,291 | $288.36 | $3,255,872.76 |
DisclosureSEC source: 0000896878-19-000139 · edgar.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,585 Read SEC document |
| September 01, 2019 Filed Sep 3, 2019 23:55 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 23,554 | $0.00 | $0.00 |
DisclosureSEC source: 0000896878-19-000139 · edgar.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,876 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 12, 2019 Filed Aug 14, 2019 00:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Matching Award) · Derivative | 897 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-016629 · doc1.xml · derivative · entry 7 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 897 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). F3 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award); these securities either vest and settle or are canceled prior to vesting date. F4 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) have no expiration date; these securities either vest and settle or are canceled prior to vesting date. Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 00:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionRestricted Stock Units (MSPP Purchased Award) · Derivative | 936 | $112.09 | $104,916.24 |
DisclosureSEC source: 0001567619-19-016629 · doc1.xml · derivative · entry 6 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 936 shares Expires 2019-08-12 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: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. F6 · derivative.expiration_date: Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire. Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 00:00 UTC | INTUIT INC. INTU · Entity 2373 | Tax withholdingCommon Stock | 872 | $272.65 | $237,750.80 |
DisclosureSEC source: 0001567619-19-016629 · doc1.xml · nonDerivative · entry 3 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,322 Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 00:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 897 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-016629 · doc1.xml · nonDerivative · entry 2 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,194 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 12, 2019 Filed Aug 14, 2019 00:00 UTC | INTUIT INC. INTU · Entity 2373 | Exercise / conversionCommon Stock | 936 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-016629 · doc1.xml · nonDerivative · entry 1 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,297 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 09, 2019 Filed Aug 14, 2019 00:00 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Matching Award) · Derivative | 393 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-016629 · doc1.xml · derivative · entry 5 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393 Underlying: Common Stock · 393 shares Expires not disclosed 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). F3 · derivative.exercise_date: Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award); these securities either vest and settle or are canceled prior to vesting date. F4 · derivative.expiration_date: Restricted Stock Units (MSPP Matching Award) have no expiration date; these securities either vest and settle or are canceled prior to vesting date. Read SEC document |
| August 09, 2019 Filed Aug 14, 2019 00:00 UTC | INTUIT INC. INTU · Entity 2373 | GrantRestricted Stock Units (MSPP Purchased Award) · Derivative | 393 | $276.57 | $108,692.01 |
DisclosureSEC source: 0001567619-19-016629 · doc1.xml · derivative · entry 4 FENNELL LAURA A · CIK 0001286631 · EVP, People & Places 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393 Underlying: Common Stock · 393 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_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. F2 · derivative.expiration_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. 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.