Brad D. Smith - Jan 18, 2023 Form 4 Insider Report for INTUIT INC (INTU)

Role
Director
Signature
/s/ Erick Rivero, by power-of-attorney
Stock symbol
INTU
Transactions as of
Jan 18, 2023
Transactions value $
$0
Form type
4
Date filed
1/20/2023, 07:19 PM
Previous filing
Jan 4, 2023
Next filing
Apr 4, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % Price $ Shares After Date Ownership Footnotes
transaction INTU Common Stock +Options Exercise $0 +2,563 +0.64% $0.00 404,595 Jan 18, 2023 Direct
transaction INTU Common Stock +Options Exercise $0 +3,215 +0.79% $0.00 407,810 Jan 18, 2023 Direct
transaction INTU Common Stock +Options Exercise $0 +492 +0.12% $0.00 408,302 Jan 18, 2023 Direct
holding INTU Common Stock 44,311 Jan 18, 2023 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 Units -Options Exercise $0 -2,563 -100% $0.00 0 Jan 18, 2023 Common Stock 2,563 Direct F2, F3, F4
transaction INTU Restricted Stock Units -Options Exercise $0 -3,215 -100% $0.00 0 Jan 18, 2023 Common Stock 3,215 Direct F2, F4, F5
transaction INTU Restricted Stock Units -Options Exercise $0 -492 -100% $0.00 0 Jan 18, 2023 Common Stock 492 Direct F2, F4, F6
transaction INTU Restricted Stock Units - MSPP Matching Award -Other $0 -138 -53.28% $0.00 121 Jan 18, 2023 Common Stock 138 Direct F2, F7, F8, F9
holding INTU Restricted Stock Units -performance based vesting 10,416 Jan 18, 2023 Common Stock 10,416 Direct F2, F10, F11, F12

Explanation of Responses:

Id Content
F1 Shares held by the 2022 Brad D. Smith GRAT Trust of which the reporting person is a Trustee.
F2 1-for-1
F3 Represents earliest vesting date for these Restricted Stock Units, subject to deferred release. 1,282 Restricted Stock Units vested on 4/1/2022 and 1,281 Restricted Stock Units vested on 7/1/2022.
F4 Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.
F5 Represents earliest vesting date for these Restricted Stock Units, subject to deferred release. 804 Restricted Stock Units vested on each of 4/1/2022, 10/1/2022, and 12/31/2022 and 803 Restricted Stock Units vested on 7/1/2022.
F6 Represents vesting date for these Restricted Stock Units, subject to deferred release.
F7 Forfeiture of securities pursuant to provisions under the Management Stock Purchase Program.
F8 Represents scheduled vesting date for grant made on 8/13/2021.
F9 Restricted Stock Units - MSPP Matching Units do not expire; they either vest or are canceled prior to vest date.
F10 Represents vesting date for grant made on 7/30/2020.
F11 Restricted Stock Units (performance based vesting) do not expire; they either vest or are canceled prior to vest date.
F12 Represents vested Restricted Stock Units (performance based vesting) that were granted on 7/30/2020, based on actual performance for completed performance periods and target performance for incomplete performance periods. These securities are subject to deferred release.