SCOTT D. COOK - 17 Sep 2024 Form 4 Insider Report for INTUIT INC. (INTU)

Signature
/s/ Erick Rivero, by power-of-attorney
Issuer symbol
INTU
Transactions as of
17 Sep 2024
Net transactions value
-$50,024,989
Form type
4
Filing time
19 Sep 2024, 18:11:43 UTC
Previous filing
28 Aug 2024
Next filing
27 Nov 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTU Common Stock Sale $16,293,778 -25,270 -0.39% $644.79 6,505,296 17 Sep 2024 By Trusts F1, F2, F3
transaction INTU Common Stock Sale $11,440,647 -17,714 -0.27% $645.85 6,487,582 17 Sep 2024 By Trusts F1, F3, F4
transaction INTU Common Stock Sale $11,344,022 -17,542 -0.27% $646.68 6,470,040 17 Sep 2024 By Trusts F1, F3, F5
transaction INTU Common Stock Sale $7,237,279 -11,173 -0.17% $647.75 6,458,867 17 Sep 2024 By Trusts F1, F3, F6
transaction INTU Common Stock Sale $2,141,140 -3,301 -0.05% $648.63 6,455,566 17 Sep 2024 By Trusts F1, F3, F7
transaction INTU Common Stock Sale $446,252 -705 -0.01% $632.98 6,454,861 18 Sep 2024 By Trusts F1, F3, F8
transaction INTU Common Stock Sale $127,086 -200 -0% $635.43 6,454,661 18 Sep 2024 By Trusts F1, F3, F9
transaction INTU Common Stock Sale $226,914 -356 -0.01% $637.40 6,454,305 18 Sep 2024 By Trusts F1, F3, F10
transaction INTU Common Stock Sale $191,471 -300 -0% $638.24 6,454,005 18 Sep 2024 By Trusts F1, F3, F11
transaction INTU Common Stock Sale $319,676 -500 -0.01% $639.35 6,453,505 18 Sep 2024 By Trusts F1, F3, F12
transaction INTU Common Stock Sale $128,157 -200 -0% $640.78 6,453,305 18 Sep 2024 By Trusts F1, F3, F13
transaction INTU Common Stock Sale $64,178 -100 -0% $641.78 6,453,205 18 Sep 2024 By Trusts F1, F3
transaction INTU Common Stock Sale $64,389 -100 -0% $643.89 6,453,105 18 Sep 2024 By Trusts F1, F3
holding INTU Common Stock 162,397 17 Sep 2024 By Trust F14
* 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 by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") 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 $644.28 to $645.27. 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.
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, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts.
F4 This transaction was executed in multiple trades ranging from $645.28 to $646.27. 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.
F5 This transaction was executed in multiple trades ranging from $646.28 to $647.27. 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.
F6 This transaction was executed in multiple trades ranging from $647.28 to $648.24. 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 $648.30 to $648.905. 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 $632.65 to $633.07. 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 $635.18 to $635.68. 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 $636.76 to $637.73. 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 $637.80 to $638.51. 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 $639.04 to $639.82. 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 This transaction was executed in multiple trades ranging from $640.65 to $640.92. 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.
F14 Shares held by a Trust of which an immediate family member of Mr. Cook is a beneficiary.