| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | INTU | Common Stock | Sale | -$16.3M | -25.3K | -0.39% | $644.79 | 6.51M | Sep 17, 2024 | By Trusts | F1, F2, F3 |
| transaction | INTU | Common Stock | Sale | -$11.4M | -17.7K | -0.27% | $645.85 | 6.49M | Sep 17, 2024 | By Trusts | F1, F3, F4 |
| transaction | INTU | Common Stock | Sale | -$11.3M | -17.5K | -0.27% | $646.68 | 6.47M | Sep 17, 2024 | By Trusts | F1, F3, F5 |
| transaction | INTU | Common Stock | Sale | -$7.24M | -11.2K | -0.17% | $647.75 | 6.46M | Sep 17, 2024 | By Trusts | F1, F3, F6 |
| transaction | INTU | Common Stock | Sale | -$2.14M | -3.3K | -0.05% | $648.63 | 6.46M | Sep 17, 2024 | By Trusts | F1, F3, F7 |
| transaction | INTU | Common Stock | Sale | -$446K | -705 | -0.01% | $632.98 | 6.45M | Sep 18, 2024 | By Trusts | F1, F3, F8 |
| transaction | INTU | Common Stock | Sale | -$127K | -200 | 0% | $635.43 | 6.45M | Sep 18, 2024 | By Trusts | F1, F3, F9 |
| transaction | INTU | Common Stock | Sale | -$227K | -356 | -0.01% | $637.40 | 6.45M | Sep 18, 2024 | By Trusts | F1, F3, F10 |
| transaction | INTU | Common Stock | Sale | -$191K | -300 | 0% | $638.24 | 6.45M | Sep 18, 2024 | By Trusts | F1, F3, F11 |
| transaction | INTU | Common Stock | Sale | -$320K | -500 | -0.01% | $639.35 | 6.45M | Sep 18, 2024 | By Trusts | F1, F3, F12 |
| transaction | INTU | Common Stock | Sale | -$128K | -200 | 0% | $640.79 | 6.45M | Sep 18, 2024 | By Trusts | F1, F3, F13 |
| transaction | INTU | Common Stock | Sale | -$64.2K | -100 | 0% | $641.78 | 6.45M | Sep 18, 2024 | By Trusts | F1, F3 |
| transaction | INTU | Common Stock | Sale | -$64.4K | -100 | 0% | $643.89 | 6.45M | Sep 18, 2024 | By Trusts | F1, F3 |
| holding | INTU | Common Stock | 162K | Sep 17, 2024 | By Trust | F14 |
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 (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. |