Mark P. Notarainni - 01 Jul 2024 Form 4 Insider Report for INTUIT INC. (INTU)

Signature
/s/ Erick Rivero, by power-of-attorney
Issuer symbol
INTU
Transactions as of
01 Jul 2024
Net transactions value
-$1,489,417
Form type
4
Filing time
03 Jul 2024, 20:02:58 UTC
Previous filing
29 May 2024
Next filing
29 Jul 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTU Common Stock Options Exercise $0 +309 +36% $0.000000 1,178 01 Jul 2024 Direct
transaction INTU Common Stock Options Exercise $0 +179 +15% $0.000000 1,357 01 Jul 2024 Direct
transaction INTU Common Stock Options Exercise $0 +226 +17% $0.000000 1,583 01 Jul 2024 Direct
transaction INTU Common Stock Options Exercise $0 +1,259 +80% $0.000000 2,842 01 Jul 2024 Direct
transaction INTU Common Stock Tax liability $557,710 -857 -30% $650.77 1,985 01 Jul 2024 Direct
transaction INTU Common Stock Sale $628,215 -965 -49% $651.00 1,020 02 Jul 2024 Direct F1
transaction INTU Common Stock Sale $303,492 -466 -46% $651.27 554 03 Jul 2024 Direct F1

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 Options Exercise $0 -309 -100% $0.000000* 0 01 Jul 2024 Common Stock 309 Direct F2, F3, F4
transaction INTU Restricted Stock Units Options Exercise $0 -179 -20% $0.000000 714 01 Jul 2024 Common Stock 179 Direct F2, F3, F4
transaction INTU Restricted Stock Units Options Exercise $0 -226 -11% $0.000000 1,812 01 Jul 2024 Common Stock 226 Direct F2, F3, F4
transaction INTU Restricted Stock Units Options Exercise $0 -1,259 -25% $0.000000 3,776 01 Jul 2024 Common Stock 1,259 Direct F2, F3, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

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).

Explanation of Responses:

Id Content
F1 The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on July 10, 2023.
F2 1-for1.
F3 Represents vesting date for Restricted Stock Units.
F4 Restricted Stock Units do not expire; they either vest or are canceled prior to the vest date.