Mark P. Notarainni - Aug 1, 2023 Form 3 Insider Report for INTUIT INC. (INTU)

Role
EVP, Consumer Group
Signature
/s/ Tyler Cozzens, by power-of-attorney
Stock symbol
INTU
Transactions as of
Aug 1, 2023
Transactions value $
$0
Form type
3
Date filed
8/7/2023, 03:26 PM
Next filing
Aug 30, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding INTU Common Stock 1.96K Aug 1, 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) Aug 1, 2023 Common Stock 616 $216.64 Direct F1
holding INTU Non-Qualified Stock Options (right to buy) Aug 1, 2023 Common Stock 5.01K $281.60 Direct F2
holding INTU Non-Qualified Stock Options (right to buy) Aug 1, 2023 Common Stock 11.1K $303.94 Direct F3
holding INTU Non-Qualified Stock Options (right to buy) Aug 1, 2023 Common Stock 12.3K $525.51 Direct F4
holding INTU Non-Qualified Stock Options (right to buy) Aug 1, 2023 Common Stock 11.9K $448.59 Direct F5
holding INTU Non-Qualified Stock Options (right to buy) Aug 1, 2023 Common Stock 17K $496.53 Direct F6
holding INTU Restricted Stock Units (performance-based vesting) Aug 1, 2023 Common Stock 9.73K Direct F7, F8, F9, F10
holding INTU Restricted Stock Units (performance-based vesting) Aug 1, 2023 Common Stock 5.61K Direct F7, F8, F10, F11
holding INTU Restricted Stock Units (performance-based vesting) Aug 1, 2023 Common Stock 6.9K Direct F7, F8, F10, F12
holding INTU Restricted Stock Units (performance-based vesting) Aug 1, 2023 Common Stock 9.99K Direct F7, F8, F10, F13
holding INTU Restricted Stock Units Aug 1, 2023 Common Stock 1.23K Direct F8, F10, F14
holding INTU Restricted Stock Units Aug 1, 2023 Common Stock 1.43K Direct F8, F10, F15
holding INTU Restricted Stock Units Aug 1, 2023 Common Stock 2.72K Direct F8, F10, F16
holding INTU Restricted Stock Units Aug 1, 2023 Common Stock 5.04K 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.