| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | INTU | Common Stock | Sale | -$1.81M | -3.22K | -0.05% | $562.96 | 6.71M | May 30, 2024 | By Trusts | F1, F2, F3 |
| transaction | INTU | Common Stock | Sale | -$733K | -1.3K | -0.02% | $564.10 | 6.71M | May 30, 2024 | By Trusts | F1, F3, F4 |
| transaction | INTU | Common Stock | Sale | -$395K | -700 | -0.01% | $564.98 | 6.71M | May 30, 2024 | By Trusts | F1, F3, F5 |
| transaction | INTU | Common Stock | Sale | -$732K | -1.29K | -0.02% | $565.96 | 6.71M | May 30, 2024 | By Trusts | F1, F3, F6 |
| transaction | INTU | Common Stock | Sale | -$905K | -1.6K | -0.02% | $567.13 | 6.71M | May 30, 2024 | By Trusts | F1, F3, F7 |
| transaction | INTU | Common Stock | Sale | -$1.02M | -1.8K | -0.03% | $568.18 | 6.71M | May 30, 2024 | By Trusts | F1, F3, F8 |
| transaction | INTU | Common Stock | Sale | -$1.09M | -1.91K | -0.03% | $569.27 | 6.7M | May 30, 2024 | By Trusts | F1, F3, F9 |
| transaction | INTU | Common Stock | Sale | -$872K | -1.53K | -0.02% | $570.19 | 6.7M | May 30, 2024 | By Trusts | F1, F3, F10 |
| transaction | INTU | Common Stock | Sale | -$229K | -400 | -0.01% | $571.36 | 6.7M | May 30, 2024 | By Trusts | F1, F3, F11 |
| transaction | INTU | Common Stock | Sale | -$287K | -500 | -0.01% | $573.56 | 6.7M | May 30, 2024 | By Trusts | F1, F3, F12 |
| transaction | INTU | Common Stock | Sale | -$57.8K | -100 | 0% | $577.72 | 6.7M | May 30, 2024 | By Trusts | F1, F3 |
| transaction | INTU | Common Stock | Sale | -$117K | -200 | 0% | $584.52 | 6.7M | May 30, 2024 | By Trusts | F1, F3 |
| transaction | INTU | Common Stock | Sale | -$118K | -200 | 0% | $588.46 | 6.7M | May 30, 2024 | By Trusts | F1, F3 |
| holding | INTU | Common Stock | 250K | May 30, 2024 | By Trust | F13 |
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 | The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. |
| F2 | This transaction was executed in multiple trades ranging from $562.33 to $563.19. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| F3 | Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 250,000 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93. The reporting person is a trustee or beneficiary of each of these trusts. |
| F4 | This transaction was executed in multiple trades ranging from $563.57 to $564.42. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| F5 | This transaction was executed in multiple trades ranging from $564.61 to $565.55. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| F6 | This transaction was executed in multiple trades ranging from $565.69 to $566.27. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| F7 | This transaction was executed in multiple trades ranging from $566.74 to $567.70. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| F8 | This transaction was executed in multiple trades ranging from $567.77 to $568.65. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| F9 | This transaction was executed in multiple trades ranging from $568.77 to $569.69. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| F10 | This transaction was executed in multiple trades ranging from $569.83 to $570.70. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| F11 | This transaction was executed in multiple trades ranging from $570.97 to $571.88. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| F12 | This transaction was executed in multiple trades ranging from $573.27 to $573.87. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| F13 | Shares held by a Trust of which an immediate family member of Mr. Cook is a beneficiary. |