Laura A. Fennell - 16 Dec 2022 Form 4 Insider Report for INTUIT INC (INTU)

Role
EVP, People and Places
Signature
/s/ Erick Rivero, by power-of-attorney
Issuer symbol
INTU
Transactions as of
16 Dec 2022
Net transactions value
-$189,410
Form type
4
Filing time
20 Dec 2022, 15:54:21 UTC
Previous filing
04 Oct 2022
Next filing
04 Jan 2023
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTU Common Stock Options Exercise $0 +288 +0.78% $0.000000 37,364 16 Dec 2022 Direct
transaction INTU Common Stock Options Exercise $0 +110 +0.29% $0.000000 37,474 16 Dec 2022 Direct
transaction INTU Common Stock Options Exercise $0 +82 +0.22% $0.000000 37,556 16 Dec 2022 Direct
transaction INTU Common Stock Options Exercise $0 +6 +0.02% $0.000000 37,562 16 Dec 2022 Direct
transaction INTU Common Stock Options Exercise $0 +4 +0.01% $0.000000 37,566 16 Dec 2022 Direct
transaction INTU Common Stock Options Exercise $0 +2 +0.01% $0.000000 37,568 16 Dec 2022 Direct
transaction INTU Common Stock Tax liability $189,410 -492 -1.3% $384.98 37,076 16 Dec 2022 Direct

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 Options Exercise $0 -288 -2.4% $0.000000 11,536 16 Dec 2022 Common Stock 288 Direct F1, F2, F3, F4
transaction INTU Restricted Stock Unit - performance-based Options Exercise $0 -110 -1.4% $0.000000 7,788 16 Dec 2022 Common Stock 110 Direct F1, F3, F4, F5
transaction INTU Restricted Stock Unit - performance-based Options Exercise $0 -82 -0.62% $0.000000 13,179 16 Dec 2022 Common Stock 82 Direct F1, F3, F4, F6
transaction INTU Restricted Stock Unit (MSPP Matching Unit) Options Exercise $0 -6 -1.8% $0.000000 330 16 Dec 2022 Common Stock 6 Direct F1, F3, F7
transaction INTU Restricted Stock Unit (MSPP Matching Unit) Options Exercise $0 -4 -1.7% $0.000000 237 16 Dec 2022 Common Stock 4 Direct F1, F3, F7
transaction INTU Restricted Stock Unit (MSPP Matching Unit) Options Exercise $0 -2 -0.93% $0.000000 214 16 Dec 2022 Common Stock 2 Direct F1, F3, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 1-for-1
F2 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 Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.
F4 Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance.
F5 Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2024. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.
F6 Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2025. 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.
F7 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.