| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | INTU | Common Stock | Options Exercise | $0 | +140 | +12.75% | $0.00 | 1.24K | Dec 1, 2023 | Direct | |
| transaction | INTU | Common Stock | Tax liability | -$41.4K | -72 | -5.81% | $574.32 | 1.17K | Dec 1, 2023 | Direct | |
| transaction | INTU | Common Stock | Sale | -$19.3K | -34 | -2.91% | $568.62 | 1.13K | Dec 4, 2023 | Direct |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | INTU | Restricted Stock Units | Options Exercise | $0 | -140 | -50% | $0.00 | 140 | Dec 1, 2023 | Common Stock | 140 | Direct | F1, F2, F3 |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
| Id | Content |
|---|---|
| F1 | 1-for-1 |
| F2 | Represents vesting date for this tranche of Restricted Stock Units. |
| F3 | Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date. |
Transaction of 12/4/2023 was made pursuant to a 10b5-1 Trading Plan adopted by the reporting person on 1/4/2023.