Kerry J. McLean - 11 Aug 2023 Form 4 Insider Report for INTUIT INC. (INTU)

Role
EVP, Gen. Counsel & Corp.Sec.
Signature
/s/ Erick Rivero, by power-of-attorney
Issuer symbol
INTU
Transactions as of
11 Aug 2023
Net transactions value
-$16,689
Form type
4
Filing time
15 Aug 2023, 19:57:31 UTC
Previous filing
02 Aug 2023
Next filing
06 Sep 2023
SEC
View on sec.gov

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Quoteable Key Fact

"Kerry J. McLean filed Form 4 for INTUIT INC. (INTU) on 15 Aug 2023."

Quick Takeaways

  • This page summarizes Kerry J. McLean's Form 4 filing for INTUIT INC. (INTU).
  • 7 reported transactions and 4 derivative rows are listed below.
  • Filing timestamp: 15 Aug 2023, 19:57.

What Changed

  • Previous filing in this sequence was filed on 02 Aug 2023.
  • Current net transaction value: -$16,689.

Why This Matters

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Official SEC Source

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

See Original Filing

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTU Common Stock Options Exercise $0 +136 +0.83% $0.000000 16,467 14 Aug 2023 Direct
transaction INTU Common Stock Options Exercise $0 +129 +0.78% $0.000000 16,596 14 Aug 2023 Direct
transaction INTU Common Stock Tax liability $64,237 -127 -0.77% $505.80 16,469 14 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
transaction INTU Restricted Stock Units (MSPP Purchased Award) Award $89,101 +179 $497.77 179 11 Aug 2023 Common Stock 179 Direct F1, F2, F3
transaction INTU Restricted Stock Units(MSPP Matching Award) Award $0 +179 $0.000000 179 11 Aug 2023 Common Stock 179 Direct F1, F4, F5, F6
transaction INTU Restricted Stock Units (MSPP Purchased Award) Options Exercise $41,553 -136 -100% $305.54 0 14 Aug 2023 Common Stock 136 Direct F1, F2, F3
transaction INTU Restricted Stock Units(MSPP Matching Award) Options Exercise $0 -129 -100% $0.000000* 0 14 Aug 2023 Common Stock 129 Direct F1, F4, F5, F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 1-for-1
F2 Restricted Stock Units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date.
F3 Represents settlement date for Restricted Stock Units (MSPP Purchased Award); these securities do not expire.
F4 Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award).
F5 Restricted Stock Units (MSPP Matching Award) do not expire; they either vest or are canceled prior to vesting date.
F6 Reporting person was awarded the Restricted Stock Units (MSPP Matching Award) in connection with voluntary participation in a management stock purchase program (MSPP).

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