Kerry J. McLean - 01 Sep 2024 Form 4 Insider Report for INTUIT INC. (INTU)

Signature
/s/ Erick Rivero, by power-of-attorney
Issuer symbol
INTU
Transactions as of
01 Sep 2024
Net transactions value
-$6,116,101
Form type
4
Filing time
04 Sep 2024, 20:10:54 UTC
Previous filing
28 Aug 2024
Next filing
03 Oct 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTU Common Stock Options Exercise $0 +5,042 +23% $0.000000 27,351 01 Sep 2024 Direct
transaction INTU Common Stock Tax liability $1,518,616 -2,410 -8.8% $630.26 24,941 01 Sep 2024 Direct
transaction INTU Common Stock Options Exercise $2,400,155 +11,079 +44% $216.64 36,020 03 Sep 2024 Direct
transaction INTU Common Stock Sale $6,117,338 -9,687 -27% $631.50 26,333 03 Sep 2024 Direct F1
transaction INTU Common Stock Sale $880,302 -1,392 -5.3% $632.40 24,941 03 Sep 2024 Direct F2

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 (performance-based vesting) Options Exercise $0 -5,042 -100% $0.000000 0 01 Sep 2024 Common Stock 5,042 Direct F3, F4, F5, F6
transaction INTU Non-Qualilfied Stock Option (right to buy) Options Exercise $0 -11,079 -100% $0.000000 0 03 Sep 2024 Common Stock 11,079 $216.64 Direct F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 This transaction was executed in multiple trades ranging from $631.3219 to $632.04. 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.
F2 This transaction was executed in multiple trades ranging from $632.38 to $632.49. 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 1-for1.
F4 Represents the awarded and vested units pursuant to the Restricted Stock Units (performance-based vesting) grant related to achievement of certain total shareholder return objectives.
F5 Represents vesting and release date for Restricted Stock Units (performance-based vesting).
F6 Restricted Stock Units (performance-based vesting) do not expire; they either vest or are canceled prior to vesting date.
F7 Represents last vest date for this tranche of stock options.