Mark P. Notarainni - 01 Aug 2023 Form 3 Insider Report for INTUIT INC. (INTU)

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, 15:26:38 UTC
Next filing
30 Aug 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding INTU Common Stock 1,957 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 616 $216.64 Direct F1
holding INTU Non-Qualified Stock Options (right to buy) 01 Aug 2023 Common Stock 5,007 $281.60 Direct F2
holding INTU Non-Qualified Stock Options (right to buy) 01 Aug 2023 Common Stock 11,063 $303.94 Direct F3
holding INTU Non-Qualified Stock Options (right to buy) 01 Aug 2023 Common Stock 12,280 $525.51 Direct F4
holding INTU Non-Qualified Stock Options (right to buy) 01 Aug 2023 Common Stock 11,883 $448.59 Direct F5
holding INTU Non-Qualified Stock Options (right to buy) 01 Aug 2023 Common Stock 17,033 $496.53 Direct F6
holding INTU Restricted Stock Units (performance-based vesting) 01 Aug 2023 Common Stock 9,729 Direct F7, F8, F9, F10
holding INTU Restricted Stock Units (performance-based vesting) 01 Aug 2023 Common Stock 5,611 Direct F7, F8, F10, F11
holding INTU Restricted Stock Units (performance-based vesting) 01 Aug 2023 Common Stock 6,896 Direct F7, F8, F10, F12
holding INTU Restricted Stock Units (performance-based vesting) 01 Aug 2023 Common Stock 9,990 Direct F7, F8, F10, F13
holding INTU Restricted Stock Units 01 Aug 2023 Common Stock 1,234 Direct F8, F10, F14
holding INTU Restricted Stock Units 01 Aug 2023 Common Stock 1,428 Direct F8, F10, F15
holding INTU Restricted Stock Units 01 Aug 2023 Common Stock 2,717 Direct F8, F10, F16
holding INTU Restricted Stock Units 01 Aug 2023 Common Stock 5,035 Direct F8, F10, F17
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 25% of the 14,771 options granted on 7/26/2018 vested on 7/26/2019 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 17,165 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.
F3 25% of the 20,040 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.
F4 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.
F5 25% of the 11,883 options granted on 7/28/2022 vested on 7/28/2023 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until 100% vested.
F6 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.
F7 Represents vesting date for Restricted Stock Units (performance-based vesting).
F8 Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date.
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 9/1/2023. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock.
F10 1-for-1
F11 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.
F12 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 9/1/2025. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock.
F13 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.
F14 25% of the 4,936 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.
F15 25% of the 2,855 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.
F16 25% of the 3,623 restricted stock units granted on 7/28/2022 vested on July 1, 2023 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.
F17 25% of the 5,035 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.