Sandeep Aujla - 01 Aug 2023 Form 3 Insider Report for INTUIT INC. (INTU)

Role
EVP and CFO
Signature
/s/ Tyler Cozzens, by power-of-attorney
Issuer symbol
INTU
Transactions as of
01 Aug 2023
Net transactions value
$0
Form type
3
Filing time
07 Aug 2023, 15:26:00 UTC
Next filing
15 Aug 2023
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding INTU Common Stock 132 01 Aug 2023 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
holding INTU Non-Qualified Stock Options (right to buy) 01 Aug 2023 Common Stock 5,722 $281.60 Direct F1
holding INTU Non-Qualified Stock Options (right to buy) 01 Aug 2023 Common Stock 6,680 $303.94 Direct F2
holding INTU Non-Qualified Stock Options (right to buy) 01 Aug 2023 Common Stock 6,140 $525.51 Direct F3
holding INTU Non-Qualified Stock Options (right to buy) 01 Aug 2023 Common Stock 18,736 $496.53 Direct F4
holding INTU Restricted Stock Units (performance-based vesting) 01 Aug 2023 Common Stock 3,243 Direct F5, F6, F7, F8
holding INTU Restricted Stock Units (performance-based vesting) 01 Aug 2023 Common Stock 2,806 Direct F5, F6, F8, F9
holding INTU Restricted Stock Units (performance-based vesting) 01 Aug 2023 Common Stock 10,989 Direct F5, F6, F8, F10
holding INTU Restricted Stock Units 01 Aug 2023 Common Stock 420 Direct F6, F8, F11
holding INTU Restricted Stock Units 01 Aug 2023 Common Stock 412 Direct F6, F8, F12
holding INTU Restricted Stock Units 01 Aug 2023 Common Stock 714 Direct F6, F8, F13
holding INTU Restricted Stock Units 01 Aug 2023 Common Stock 29,315 Direct F6, F8, F14
holding INTU Restricted Stock Units 01 Aug 2023 Common Stock 5,539 Direct F6, F8, F15
holding INTU Restricted Stock Units (MSPP Purchased Award) 01 Aug 2023 Common Stock 202 Direct F6, F8, F16
holding INTU Restricted Stock Units (MSPP Matching Award) 01 Aug 2023 Common Stock 202 Direct F6, F8, F17
holding INTU Restricted Stock Units (MSPP Purchased Award) 01 Aug 2023 Common Stock 129 Direct F6, F8, F16
holding INTU Restricted Stock Units (MSPP Matching Award) 01 Aug 2023 Common Stock 129 Direct F6, F8, F17
holding INTU Restricted Stock Units (MSPP Purchased Award) 01 Aug 2023 Common Stock 105 Direct F6, F8, F16
holding INTU Restricted Stock Units (MSPP Matching Award) 01 Aug 2023 Common Stock 105 Direct F6, F8, F17
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 25% of the 5,722 options granted on 7/25/2019 vested on 7/25/2020 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until 100% vested.
F2 25% of the 6,680 options granted on 7/30/2020 vested on 7/30/2021 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until 100% vested.
F3 25% of the 12,280 options granted on 7/29/2021 vested on 7/29/2022 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until 100% vested.
F4 25% of the 17,033 options granted on 7/27/2023 will vest on 7/27/2024 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until 100% vested.
F5 Represents vesting date for Restricted Stock Units (performance-based vesting).
F6 Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date.
F7 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.
F8 1-for-1
F9 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 9/1/2024. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock.
F10 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 9/1/2026. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock.
F11 25% of the 2,238 restricted stock units granted on 3/16/2020 vested on March 1, 2021 and thereafter 6.25% of the restricted stock units will vest on each June 1, September 1, December 1, and March 1 until the award is fully vested.
F12 25% of the 1,646 restricted stock units granted on 7/30/2020 vested on July 1, 2021 and thereafter 6.25% of the restricted stock units will vest on each October 1, December 31, April 1, and July 1 until the award is fully vested.
F13 25% of the 1,428 restricted stock units granted on 7/29/2021 vested on July 1, 2022 and thereafter 6.25% of the restricted stock units will vest on each October 1, December 31, April 1, and July 1 until the award is fully vested.
F14 25% of the 42,641 restricted stock units granted on 4/18/2022 vested on April 1, 2023 and thereafter 6.25% of the restricted stock units will vest on each July 1, October 1, January 1, and April 1 until the award is fully vested.
F15 25% of the 5,539 restricted stock units granted on 7/27/2023 will vest on July 1, 2024 and thereafter 6.25% of the restricted stock units will vest on each October 1, December 31, April 1, and July 1 until the award is fully vested.
F16 Represents vesting date for Restricted Stock Unit (MSPP Purchased Award).
F17 Represents vesting date for Restricted Stock Unit (MSPP Matching Award).