Intuit, Inc. (INTU)

Sector:
INFORMATION TECHNOLOGY
Industry:
SOFTWARE
SIC:
SERVICES-PREPACKAGED SOFTWARE
CEO:
Sasan K. Goodarzi
Employees:
17,300
2700 COAST AVENUE, MOUNTAIN VIEW, CA 94043
650-944-6000

Intuit Inc. provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The Small Business & Self-Employed segment provides QuickBooks online services and desktop software solutions. The Consumer segment provides TurboTax income tax preparation products; Credit Karma provides personalized recommendations of home, auto, and personal loans. The ProConnect segment provides ProConnect tax-preparation software products.

Data derived from most recent annual or quarterly report
Market Cap 158.721 Billion Shares Outstanding282.81 Million Avg 30-day Volume 1.369 Million
P/E Ratio60.6373 Dividend Yield0.6108 EPS8.49
Price to Revenue10.0612 Debt to Equity0.3544 EBITDA4.043 Billion
Price to Book Value8.371 Operating Margin21.8611 Enterprise Value146.912 Billion
Current Ratio1.466 EPS Growth0.157 Quick Ratio1.254
1 Yr BETA 1.6498 52-week High/Low 571.82 / 367.94 Profit Margin16.5924
Operating Cash Flow Growth29.7506 Free Cash Flow to Firm (FCFF) TTM 2.859 Billion Free Cash Flow to Equity (FCFE) TTM3.5 Billion
Altman Z-Score9.9893
Earnings Report2023-11-28
View SEC Filings from INTU instead.

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Funds Holding INTU (via 13F filings)

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-11-01 by SZKUTAK THOMAS J
  • 4: filed on 2023-11-01 by DALZELL RICHARD L
  • 4: filed on 2023-10-31 by SZKUTAK THOMAS J
  • 4: filed on 2023-10-31 by MAWAKANA TEKEDRA
  • 4: filed on 2023-10-31 by LIU DEBORAH
  • 4: filed on 2023-10-31 by DALZELL RICHARD L
  • 4: filed on 2023-10-31 by BURTON EVE B
  • 4: filed on 2023-10-06 by VAZQUEZ RAUL
  • 4: filed on 2023-10-04 by NOTARAINNI MARK P.
  • 4: filed on 2023-10-04 by AUJLA SANDEEP

    • Events (8k)

  • 8-K: filed on 2023-11-28:
    Item 2.02: Results of Operations and Financial Condition
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-09-15:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-08-24:
    Item 2.02: Results of Operations and Financial Condition
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-08-14:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-08-02:
    Item 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
  • 8-K: filed on 2023-05-23:
    Item 2.02: Results of Operations and Financial Condition
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-04:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-02-23:
    Item 2.02: Results of Operations and Financial Condition
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-01-23:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2022-11-29:
    Item 2.02: Results of Operations and Financial Condition
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits

    • Proposed Sales (Form 144)

  • 144: filed on 2023-05-25:
  • 144: filed on 2023-05-25:
  • 144: filed on 2023-07-03:
  • 144: filed on 2023-07-03:
  • 144: filed on 2023-07-03:
  • 144: filed on 2023-08-28:
  • 144: filed on 2023-08-28:
  • 144: filed on 2023-08-28:
  • 144/A: filed on 2023-08-28:
  • 144: filed on 2023-08-28:

    • Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    5.3 Thousand total shares from 4 transactions

    Exercise Derivative Conversion (M)

    10.1 Thousand total shares from 29 transactions

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    DALZELL RICHARD L

    • Director
    		 13,861 2023-11-01 6

    SZKUTAK THOMAS J

    • Director
    		 1,988 2023-11-01 6

    BURTON EVE B

    • Director
    		 0 2023-10-27 5

    LIU DEBORAH

    • Director
    		 0 2023-10-27 4

    MAWAKANA TEKEDRA

    • Director
    		 0 2023-10-27 4

    VAZQUEZ RAUL

    • Director
    		 1,631 2023-10-05 3

    AUJLA SANDEEP EVP AND CFO

    • Officer
    		 1,098 2023-10-03 7

    NOTARAINNI MARK P. EVP, CONSUMER GROUP

    • Officer
    		 869 2023-10-03 6

    FENNELL LAURA A EVP, PEOPLE AND PLACES

    • Officer
    		 49,126 2023-10-01 10

    GOODARZI SASAN K CEO, PRESIDENT, AND DIRECTOR

    • Officer
    • Director
    		 80,795 2023-10-01 7

    MCLEAN KERRY J EVP, GEN. COUNSEL & CORP.SEC.

    • Officer
    		 22,369 2023-10-01 11

    TESSEL MARIANNA EVP, SBSEG

    • Officer
    		 32,761 2023-10-01 12

    HOTZ LAUREN D SVP, CHIEF ACCOUNTING OFFICER

    • Officer
    		 2,225 2023-10-01 13

    BALAZS ALEX G. EVP, CHIEF TECHNOLOGY OFFICER

    • Officer
    		 8,137 2023-09-29 2

    CHRISS JAMES ALEXANDER EXECUTIVE VICE PRESIDENT

    • Officer
    		 1,202 2023-09-05 15

    CLATTERBUCK MICHELLE M EVP AND CFO

    • Officer
    		 1,350 2023-07-03 7

    KRISHNA VARUN EVP, CONSUMER GROUP

    • Officer
    		 1,534 2023-07-01 3

    ROSLANSKY RYAN

    • Director
    		 0 2023-05-05 2

    YUAN ERIC S.

    • Director
    		 0 2023-05-05 2

    NORA JOHNSON SUZANNE M

    • Director
    		 880 2023-01-20 2

    POWELL DENNIS D

    • Director
    		 11,308 2023-01-18 1

    WEINER JEFF

    • Director
    		 29,581 2023-01-18 1

    SMITH BRAD D

    • Director
    		 452,613 2023-01-18 2

    COOK SCOTT D CHAIR OF THE EXEC. COMMITTEE

    • Officer
    • Director
    		 7,116,469 2022-11-22 0

    JOHNSON GREGORY N EVP, CONSUMER GROUP

    • Officer
    		 18,894 2022-04-01 0

    FLOURNOY MARK J SVP, CHIEF ACCOUNTING OFFICER

    • Officer
    		 3,089 2021-12-31 0

    STANSBURY HENRY TAYLOE EVP, CHIEF TECHNOLOGY OFFICER

    • Officer
    		 1,890 2018-12-21 0

    WERNIKOFF DANIEL A EVP, CONSUMER GROUP

    • Officer
    		 9,521 2018-07-01 0

    GREENE DIANE B

    • Director
    		 34,984 2018-01-18 0

    WILLIAMS R NEIL EVP & CFO

    • Officer
    		 3,785 2017-09-12 0

    KANGAS EDWARD A

    • Director
    		 16,732 2016-01-21 0

    CAMPBELL WILLIAM V

    • Director
    		 0 2015-01-23 0

    BRODY CHRISTOPHER W

    • Director
    		 310,022 2015-01-21 0

    MAURER DAN SVP, SMALL BUSINESS

    • Officer
    		 20,799 2014-07-01 0

    HANK JEFFREY P VP, CHIEF ACCOUNTING OFFICER

    • Officer
    		 925 2013-09-25 0

    PATEL KIRAN M EVP, SMALL BUSINESS GROUP

    • Officer
    		 61,149 2013-09-01 0

    HALLMAN MICHAEL R

    • Director
    		 191,886 2012-01-19 0

    BATCHELDER DAVID H

    • Director
    		 3,778,658 2011-12-30 0

    SCLAVOS STRATTON D

    • Director
    		 0 2009-12-16 0

    BENNETT STEPHEN M

    • Director
    		 0 2009-10-21 0

    LINTNER ALEXANDER M SVP, STRATEGY AND CORP. DEV.

    • Officer
    		 0 2008-08-22 0

    JENSEN RICK W SVP, SMALL BUSINESS GROUP

    • Officer
    		 0 2008-08-11 0

    DOERR L JOHN

    • Director
    		 7,500 2007-12-12 0

    KARPAS PETER J SVP, QUICKEN HEALTH GROUP

    • Officer
    		 3,634 2007-11-28 0

    DONAHUE CAROLINE F SVP, SALES

    • Officer
    		 50,000 2007-07-25 0

    HENSKE ROBERT B SVP, CONSUMER TAX GROUP

    • Officer
    		 25,801 2007-05-19 0

    IHRIE RICHARD WILLIAM SVP AND CTO

    • Officer
    		 9,000 2006-08-25 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    SZKUTAK THOMAS J - Director

    		2023-11-01 21:04:20 -0400 2023-11-01 M 100 $212.36 d 0 direct

    SZKUTAK THOMAS J - Director

    		2023-11-01 21:04:20 -0400 2023-11-01 M 100 a 1,988 direct -0.3677 2.836 4.4029 5 -0.3677 2

    DALZELL RICHARD L - Director

    		2023-11-01 21:03:05 -0400 2023-11-01 M 126 $212.36 d 0 direct

    DALZELL RICHARD L - Director

    		2023-11-01 21:03:05 -0400 2023-11-01 M 126 a 13,861 direct -0.3677 2.836 4.4029 5 -0.3677 2

    SZKUTAK THOMAS J - Director

    		2023-10-31 15:37:05 -0400 2023-10-27 A 70 $479.52 a 70 direct

    MAWAKANA TEKEDRA - Director

    		2023-10-31 15:36:33 -0400 2023-10-27 A 53 $479.52 a 53 direct

    LIU DEBORAH - Director

    		2023-10-31 15:36:06 -0400 2023-10-27 A 55 $479.52 a 55 direct

    DALZELL RICHARD L - Director

    		2023-10-31 15:35:30 -0400 2023-10-27 A 64 $479.52 a 64 direct

    BURTON EVE B - Director

    		2023-10-31 15:34:52 -0400 2023-10-27 A 62 $479.52 a 62 direct

    VAZQUEZ RAUL - Director

    		2023-10-06 15:06:18 -0400 2023-10-05 S 1,938 $516.52 d 1,631 direct 0.3019 -0.0469 5.0366 5.0366 31 -10.0975 15

    NOTARAINNI MARK P. - Officer EVP, CONSUMER GROUP

    		2023-10-04 19:06:57 -0400 2023-10-03 S 358 $511.29 d 869 direct yes 3.2927 5.2508 7.8733 7.8733 31 -7.1373 16

    AUJLA SANDEEP - Officer EVP AND CFO

    		2023-10-04 19:06:31 -0400 2023-10-03 S 696 $511.29 d 1,098 direct yes 3.2927 5.2508 7.8733 7.8733 31 -7.1373 16

    NOTARAINNI MARK P. - Officer EVP, CONSUMER GROUP

    		2023-10-03 12:56:07 -0400 2023-10-01 M 179 a 1,356 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    MCLEAN KERRY J - Officer EVP, GEN. COUNSEL & CORP.SEC.

    		2023-10-03 12:55:33 -0400 2023-10-01 F 338 $510.94 d 22,369 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    NOTARAINNI MARK P. - Officer EVP, CONSUMER GROUP

    		2023-10-03 12:56:07 -0400 2023-10-01 M 179 d 1,249 direct

    NOTARAINNI MARK P. - Officer EVP, CONSUMER GROUP

    		2023-10-03 12:56:07 -0400 2023-10-01 M 226 a 1,582 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    NOTARAINNI MARK P. - Officer EVP, CONSUMER GROUP

    		2023-10-03 12:56:07 -0400 2023-10-01 M 226 d 2,491 direct

    NOTARAINNI MARK P. - Officer EVP, CONSUMER GROUP

    		2023-10-03 12:56:07 -0400 2023-10-01 M 308 a 1,177 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    NOTARAINNI MARK P. - Officer EVP, CONSUMER GROUP

    		2023-10-03 12:56:07 -0400 2023-10-01 M 308 d 926 direct

    NOTARAINNI MARK P. - Officer EVP, CONSUMER GROUP

    		2023-10-03 12:56:07 -0400 2023-10-01 F 355 $510.94 d 1,227 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    TESSEL MARIANNA - Officer EVP, SBSEG

    		2023-10-03 12:56:46 -0400 2023-10-01 M 327 a 32,986 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    TESSEL MARIANNA - Officer EVP, SBSEG

    		2023-10-03 12:56:46 -0400 2023-10-01 M 327 d 2,290 direct

    TESSEL MARIANNA - Officer EVP, SBSEG

    		2023-10-03 12:56:46 -0400 2023-10-01 M 435 a 33,421 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    TESSEL MARIANNA - Officer EVP, SBSEG

    		2023-10-03 12:56:46 -0400 2023-10-01 M 435 d 4,790 direct

    TESSEL MARIANNA - Officer EVP, SBSEG

    		2023-10-03 12:56:46 -0400 2023-10-01 M 488 a 32,659 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    TESSEL MARIANNA - Officer EVP, SBSEG

    		2023-10-03 12:56:46 -0400 2023-10-01 M 488 d 1,466 direct

    TESSEL MARIANNA - Officer EVP, SBSEG

    		2023-10-03 12:56:46 -0400 2023-10-01 F 660 $510.94 d 32,761 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    HOTZ LAUREN D - Officer SVP, CHIEF ACCOUNTING OFFICER

    		2023-10-04 12:48:02 -0400 2023-10-01 M 41 a 2,171 direct -0.0503 4.8436 7.5461 7.5461 31 -7.1841 17

    HOTZ LAUREN D - Officer SVP, CHIEF ACCOUNTING OFFICER

    		2023-10-04 12:48:02 -0400 2023-10-01 M 41 a 2,281 direct -0.0503 4.8436 7.5461 7.5461 31 -7.1841 17

    HOTZ LAUREN D - Officer SVP, CHIEF ACCOUNTING OFFICER

    		2023-10-04 12:48:02 -0400 2023-10-01 M 41 d 124 direct

    HOTZ LAUREN D - Officer SVP, CHIEF ACCOUNTING OFFICER

    		2023-10-04 12:48:02 -0400 2023-10-01 M 41 d 457 direct

    HOTZ LAUREN D - Officer SVP, CHIEF ACCOUNTING OFFICER

    		2023-10-04 12:48:02 -0400 2023-10-01 M 61 a 2,130 direct -0.0503 4.8436 7.5461 7.5461 31 -7.1841 17

    HOTZ LAUREN D - Officer SVP, CHIEF ACCOUNTING OFFICER

    		2023-10-04 12:48:02 -0400 2023-10-01 M 61 d 186 direct

    HOTZ LAUREN D - Officer SVP, CHIEF ACCOUNTING OFFICER

    		2023-10-04 12:48:02 -0400 2023-10-01 M 69 a 2,240 direct -0.0503 4.8436 7.5461 7.5461 31 -7.1841 17

    HOTZ LAUREN D - Officer SVP, CHIEF ACCOUNTING OFFICER

    		2023-10-04 12:48:02 -0400 2023-10-01 M 69 d 488 direct

    HOTZ LAUREN D - Officer SVP, CHIEF ACCOUNTING OFFICER

    		2023-10-04 12:48:02 -0400 2023-10-01 M 104 a 2,385 direct -0.0503 4.8436 7.5461 7.5461 31 -7.1841 17

    HOTZ LAUREN D - Officer SVP, CHIEF ACCOUNTING OFFICER

    		2023-10-04 12:48:02 -0400 2023-10-01 M 104 d 1,150 direct

    HOTZ LAUREN D - Officer SVP, CHIEF ACCOUNTING OFFICER

    		2023-10-04 12:48:02 -0400 2023-10-01 F 160 $510.94 d 2,225 direct -0.0503 4.8436 7.5461 7.5461 31 -7.1841 17

    AUJLA SANDEEP - Officer EVP AND CFO

    		2023-10-03 12:53:18 -0400 2023-10-01 M 103 a 508 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    FENNELL LAURA A - Officer EVP, PEOPLE AND PLACES

    		2023-10-03 12:54:19 -0400 2023-10-01 M 385 d 1,157 direct

    FENNELL LAURA A - Officer EVP, PEOPLE AND PLACES

    		2023-10-03 12:54:19 -0400 2023-10-01 M 385 a 48,971 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    FENNELL LAURA A - Officer EVP, PEOPLE AND PLACES

    		2023-10-03 12:54:19 -0400 2023-10-01 M 253 d 1,769 direct

    FENNELL LAURA A - Officer EVP, PEOPLE AND PLACES

    		2023-10-03 12:54:19 -0400 2023-10-01 M 253 a 49,224 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    AUJLA SANDEEP - Officer EVP AND CFO

    		2023-10-03 12:53:18 -0400 2023-10-01 M 2,665 d 26,650 direct

    AUJLA SANDEEP - Officer EVP AND CFO

    		2023-10-03 12:53:18 -0400 2023-10-01 M 2,665 a 3,262 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    AUJLA SANDEEP - Officer EVP AND CFO

    		2023-10-03 12:53:18 -0400 2023-10-01 F 1,468 $510.94 d 1,794 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    AUJLA SANDEEP - Officer EVP AND CFO

    		2023-10-03 12:53:18 -0400 2023-10-01 M 103 d 309 direct

    FENNELL LAURA A - Officer EVP, PEOPLE AND PLACES

    		2023-10-03 12:54:19 -0400 2023-10-01 M 436 a 49,660 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    AUJLA SANDEEP - Officer EVP AND CFO

    		2023-10-03 12:53:18 -0400 2023-10-01 M 89 d 625 direct

    AUJLA SANDEEP - Officer EVP AND CFO

    		2023-10-03 12:53:18 -0400 2023-10-01 M 89 a 597 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    BALAZS ALEX G. - Officer EVP, CHIEF TECHNOLOGY OFFICER

    		2023-10-03 12:53:46 -0400 2023-10-01 F 213 $510.94 d 3,962 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    BALAZS ALEX G. - Officer EVP, CHIEF TECHNOLOGY OFFICER

    		2023-10-03 12:53:46 -0400 2023-10-01 M 209 d 2,299 direct

    BALAZS ALEX G. - Officer EVP, CHIEF TECHNOLOGY OFFICER

    		2023-10-03 12:53:46 -0400 2023-10-01 M 209 a 4,175 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    BALAZS ALEX G. - Officer EVP, CHIEF TECHNOLOGY OFFICER

    		2023-10-03 12:53:46 -0400 2023-10-01 M 103 d 309 direct

    BALAZS ALEX G. - Officer EVP, CHIEF TECHNOLOGY OFFICER

    		2023-10-03 12:53:46 -0400 2023-10-01 M 103 a 3,877 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    BALAZS ALEX G. - Officer EVP, CHIEF TECHNOLOGY OFFICER

    		2023-10-03 12:53:46 -0400 2023-10-01 M 89 d 625 direct

    GOODARZI SASAN K - Director - Officer CEO, PRESIDENT, AND DIRECTOR

    		2023-10-03 12:55:01 -0400 2023-10-01 M 976 a 81,337 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    MCLEAN KERRY J - Officer EVP, GEN. COUNSEL & CORP.SEC.

    		2023-10-03 12:55:33 -0400 2023-10-01 M 257 d 771 direct

    MCLEAN KERRY J - Officer EVP, GEN. COUNSEL & CORP.SEC.

    		2023-10-03 12:55:33 -0400 2023-10-01 M 257 a 22,284 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    MCLEAN KERRY J - Officer EVP, GEN. COUNSEL & CORP.SEC.

    		2023-10-03 12:55:33 -0400 2023-10-01 M 244 d 2,683 direct

    MCLEAN KERRY J - Officer EVP, GEN. COUNSEL & CORP.SEC.

    		2023-10-03 12:55:33 -0400 2023-10-01 M 244 a 22,707 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    MCLEAN KERRY J - Officer EVP, GEN. COUNSEL & CORP.SEC.

    		2023-10-03 12:55:33 -0400 2023-10-01 M 179 d 1,249 direct

    MCLEAN KERRY J - Officer EVP, GEN. COUNSEL & CORP.SEC.

    		2023-10-03 12:55:33 -0400 2023-10-01 M 179 a 22,463 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    GOODARZI SASAN K - Director - Officer CEO, PRESIDENT, AND DIRECTOR

    		2023-10-03 12:55:01 -0400 2023-10-01 F 1,265 $510.94 d 80,795 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    GOODARZI SASAN K - Director - Officer CEO, PRESIDENT, AND DIRECTOR

    		2023-10-03 12:55:01 -0400 2023-10-01 M 976 d 6,672 direct

    BALAZS ALEX G. - Officer EVP, CHIEF TECHNOLOGY OFFICER

    		2023-10-03 12:53:46 -0400 2023-10-01 M 89 a 3,966 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    GOODARZI SASAN K - Director - Officer CEO, PRESIDENT, AND DIRECTOR

    		2023-10-03 12:55:01 -0400 2023-10-01 M 847 d 2,553 direct

    GOODARZI SASAN K - Director - Officer CEO, PRESIDENT, AND DIRECTOR

    		2023-10-03 12:55:01 -0400 2023-10-01 M 847 a 80,361 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    GOODARZI SASAN K - Director - Officer CEO, PRESIDENT, AND DIRECTOR

    		2023-10-03 12:55:01 -0400 2023-10-01 M 683 d 7,406 direct

    GOODARZI SASAN K - Director - Officer CEO, PRESIDENT, AND DIRECTOR

    		2023-10-03 12:55:01 -0400 2023-10-01 M 683 a 82,020 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    GOODARZI SASAN K - Director - Officer CEO, PRESIDENT, AND DIRECTOR

    		2023-10-03 12:55:01 -0400 2023-10-01 M 40 d 14,013 direct

    GOODARZI SASAN K - Director - Officer CEO, PRESIDENT, AND DIRECTOR

    		2023-10-03 12:55:01 -0400 2023-10-01 M 40 a 82,060 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    FENNELL LAURA A - Officer EVP, PEOPLE AND PLACES

    		2023-10-03 12:54:19 -0400 2023-10-01 F 534 $510.94 d 49,126 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    FENNELL LAURA A - Officer EVP, PEOPLE AND PLACES

    		2023-10-03 12:54:19 -0400 2023-10-01 M 436 d 4,790 direct

    BALAZS ALEX G. - Officer EVP, CHIEF TECHNOLOGY OFFICER

    		2023-10-03 12:53:46 -0400 2023-09-29 S 2,307 $523.58 d 3,774 direct 1.9666 6.6147 9.6565 9.6565 31 -5.3593 18

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    INTUIT INC INTU 2023-11-28 22:15:04 UTC 5.0485 0.2715 0
    INTUIT INC INTU 2023-11-28 21:45:03 UTC 5.0485 0.2715 0
    INTUIT INC INTU 2023-11-28 21:15:04 UTC 5.0485 0.2715 0
    INTUIT INC INTU 2023-11-28 20:45:04 UTC 5.0485 0.2715 0
    INTUIT INC INTU 2023-11-28 20:15:04 UTC 5.0485 0.2715 0
    INTUIT INC INTU 2023-11-28 19:45:03 UTC 5.0485 0.2715 0
    INTUIT INC INTU 2023-11-28 19:15:04 UTC 5.0439 0.2761 0
    INTUIT INC INTU 2023-11-28 18:45:03 UTC 5.0439 0.2761 0
    INTUIT INC INTU 2023-11-28 18:15:03 UTC 5.0439 0.2761 0
    INTUIT INC INTU 2023-11-28 17:45:04 UTC 5.0406 0.2794 0
    INTUIT INC INTU 2023-11-28 17:15:04 UTC 5.0406 0.2794 0
    INTUIT INC INTU 2023-11-28 16:45:04 UTC 5.0406 0.2794 0
    INTUIT INC INTU 2023-11-28 16:15:04 UTC 5.0406 0.2794 0
    INTUIT INC INTU 2023-11-28 15:45:03 UTC 5.0582 0.2618 0
    INTUIT INC INTU 2023-11-28 15:15:03 UTC 5.0582 0.2618 0
    INTUIT INC INTU 2023-11-28 14:45:04 UTC 4.9119 0.4081 0
    INTUIT INC INTU 2023-11-28 14:15:04 UTC 4.9119 0.4081 0
    INTUIT INC INTU 2023-11-28 13:45:04 UTC 4.9119 0.4081 0
    INTUIT INC INTU 2023-11-28 13:15:03 UTC 4.9119 0.4081 0
    INTUIT INC INTU 2023-11-28 12:45:04 UTC 4.9119 0.4081 0

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    Advisors Series Trust- Pzena Long/Short Value Fund INTU -475.0 shares, $-137902.0 2020-05-31 N-PORT
    FundVantage Trust- Gotham Absolute 500 Core Fund INTU -63.0 shares, $-14490.0 2020-03-31 N-PORT
    FundVantage Trust- Gotham Defensive Long Fund INTU -16.0 shares, $-3680.0 2020-03-31 N-PORT
    FundVantage Trust- Gotham Neutral 500 Fund INTU -6.0 shares, $-2298.36 2021-03-31 N-PORT

    Congressional Transactions Past 6-Months

    To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***
    Congress Person Party Chamber Filing Filing Date Transaction Date Security Type Owner Transaction Amount
    Hon. Michael T. McCaul republican House Filing 2023-11-06 2020-10-27 SP S $100,001-$250,000
    Hon. Michael T. McCaul republican House Filing 2023-11-06 2020-10-27 DC S $50,001-$100,000
    Hon. Greg Stanton House Filing 2023-10-26 2023-10-24 SP S $1,001-$15,000
    Hon. Greg Stanton House Filing 2023-10-21 2023-09-26 SP P $1,001-$15,000
    Hon. Josh Gottheimer democrat House Filing 2023-07-06 2023-06-22 JT SP $1,001-$15,000
    Hon. Michael T. McCaul republican House Filing 2023-07-05 2023-06-21 SP P $15,001-$50,000
    Hon. Michael T. McCaul republican House Filing 2023-07-05 2023-06-21 DC P $15,001-$50,000
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