Alex G. Balazs - Sep 5, 2023 Form 3 Insider Report for INTUIT INC. (INTU)

Role: EVP, Chief Technology Officer
Signature: /s/ Stacey Doynow, by power-of-attorney
Stock symbol: INTU
Transactions as of: Sep 5, 2023
Transactions value $: $0
Form type: 3
Date filed: 9/11/2023, 02:35 PM
Next filing: Oct 3, 2023

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
holding	INTU	Common Stock						6.06K	Sep 5, 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)							Sep 5, 2023	Common Stock	1.44K	$216.64	Direct	F1
holding	INTU	Non-Qualified Stock Options (right to buy)							Sep 5, 2023	Common Stock	207	$281.60	Direct	F2
holding	INTU	Non-Qualified Stock Options (right to buy)							Sep 5, 2023	Common Stock	6.68K	$303.94	Direct	F3
holding	INTU	Non-Qualified Stock Options (right to buy)							Sep 5, 2023	Common Stock	6.14K	$525.51	Direct	F4
holding	INTU	Non-Qualified Stock Options (right to buy)							Sep 5, 2023	Common Stock	11K	$448.59	Direct	F5
holding	INTU	Non-Qualified Stock Options (right to buy)							Sep 5, 2023	Common Stock	11.9K	$496.53	Direct	F6
holding	INTU	Restricted Stock Units (performance-based vesting)							Sep 5, 2023	Common Stock	2.81K		Direct	F7, F8, F9, F10
holding	INTU	Restricted Stock Units (performance-based vesting)							Sep 5, 2023	Common Stock	6.37K		Direct	F7, F8, F10, F11
holding	INTU	Restricted Stock Units (performance-based vesting)							Sep 5, 2023	Common Stock	6.99K		Direct	F7, F8, F10, F12
holding	INTU	Restricted Stock Units							Sep 5, 2023	Common Stock	168		Direct	F8, F10, F13
holding	INTU	Restricted Stock Units							Sep 5, 2023	Common Stock	412		Direct	F8, F10, F14
holding	INTU	Restricted Stock Units							Sep 5, 2023	Common Stock	714		Direct	F8, F10, F15
holding	INTU	Restricted Stock Units							Sep 5, 2023	Common Stock	2.51K		Direct	F8, F10, F16
holding	INTU	Restricted Stock Units							Sep 5, 2023	Common Stock	3.53K		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 4,923 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 4,959 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 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.
F4	25% of the 6,140 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 10,969 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 11,923 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 9/1/2024. 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 9/1/2025. 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 9/1/2026. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock.
F13	25% of the 1,343 restricted stock units granted on 3/16/2020 vested on March 1, 2021 and thereafter 6.25% of the restricted stock units vest on each June 1, September 1, December 1, and March 1 until the award is fully vested.
F14	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.
F15	25% of the1,428 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.
F16	25% of the 3,344restricted 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 3,525 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.