Brad D. Smith - Sep 1, 2022 Form 4 Insider Report for INTUIT INC (INTU)

Role
Director
Signature
/s/ Stacey Doynow, by power-of-attorney
Stock symbol
INTU
Transactions as of
Sep 1, 2022
Transactions value $
-$12,754,788
Form type
4
Date filed
9/6/2022, 03:24 PM
Previous filing
Aug 11, 2022
Next filing
Sep 15, 2022

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTU Common Stock Options Exercise $0 +52.3K +14.49% $0.00 414K Sep 1, 2022 Direct
transaction INTU Common Stock Tax liability -$10.5M -24.7K -5.98% $425.50 389K Sep 1, 2022 Direct
transaction INTU Common Stock Options Exercise $0 +14.7K +3.78% $0.00 404K Sep 1, 2022 Direct
transaction INTU Common Stock Tax liability -$2.23M -5.25K -1.3% $425.50 398K Sep 1, 2022 Direct
holding INTU Common Stock 44.3K Sep 1, 2022 By Trust F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction INTU Restricted Stock Unit -performance-based vesting Options Exercise $0 -52.3K -100% $0.00* 0 Sep 1, 2022 Common Stock 52.3K Direct F2, F3, F4, F5
transaction INTU Restricted Stock Unit (performance-based vesting) Options Exercise $0 -14.7K -100% $0.00* 0 Sep 1, 2022 Common Stock 14.7K Direct F2, F3, F5, F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares held by the 2022 Brad D. Smith GRAT Trust, of which the reporting person is Trustee.
F2 1-for-1
F3 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.
F4 Represents release date for these vested Restricted Stock Units (performance-based vesting) which were subject to deferred release.
F5 Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.
F6 Represents vesting and release date for Restricted Stock Units (performance-based vesting).