Sasan K. Goodarzi - Oct 1, 2024 Form 4 Insider Report for INTUIT INC. (INTU)

Role
CEO, President and Director, Director
Signature
/s/ Erick Rivero, by power-of-attorney
Stock symbol
INTU
Transactions as of
Oct 1, 2024
Transactions value $
-$761,028
Form type
4
Date filed
10/3/2024, 06:42 PM
Previous filing
Sep 4, 2024
Next filing
Dec 6, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTU Common Stock Options Exercise $0 +932 +0.97% $0.00 96.8K Oct 1, 2024 By Trust F1, F2
transaction INTU Common Stock Options Exercise $0 +683 +0.71% $0.00 97.5K Oct 1, 2024 By Trust F2
transaction INTU Common Stock Options Exercise $0 +888 +0.91% $0.00 98.4K Oct 1, 2024 By Trust F2
transaction INTU Common Stock Options Exercise $0 +35.7 +0.04% $0.00 98.4K Oct 1, 2024 By Trust F2
transaction INTU Common Stock Tax liability -$761K -1.26K -1.28% $606.28 97.1K Oct 1, 2024 By Trust 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 Options Exercise $0 -932 -24.98% $0.00 2.8K Oct 1, 2024 Common Stock 932 Direct F3, F4, F5, F6
transaction INTU Restricted Stock Units Options Exercise $0 -683 -12.78% $0.00 4.66K Oct 1, 2024 Common Stock 683 Direct F3, F6, F7, F8
transaction INTU Restricted Stock Units Options Exercise $0 -888 -8.45% $0.00 9.61K Oct 1, 2024 Common Stock 888 Direct F3, F6, F9, F10
transaction INTU Restricted Stock Units Options Exercise $0 -35.7 -0.28% $0.00 12.7K Oct 1, 2024 Common Stock 35.7 Direct F3, F6, F11
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Total includes 1,620 shares that were previously inadvertently reported as being withheld for taxes in the Form 4 for the reporting person filed on September 6, 2023, due to an administrative error.
F2 Shares held in Goodarzi Revocable Trust U/A Dtd 5/18/2012 of which the reporting person is a trustee.
F3 1-for-1
F4 Represents 932 vested Restricted Stock Units which were subject to a one year deferred release.
F5 Represents release date for 932 Restricted Stock Units that vested on 10/1/2023.
F6 Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date.
F7 Represents 653 vested Restricted Stock Units which were subject to a one year deferred release and 30.469 vested Restricted Stock Units for which release was accelerated to accommodate tax withholding obligations in connection with Restricted Stock Units which vested on 10/1/2024 but are subject to deferred release.
F8 Represents release date for 653 Restricted Stock Units and vesting and release date for 30.469 Restricted Stock Units.
F9 Represents 848 vested Restricted Stock Units which were subject to a one year deferred release and 39.561 vested Restricted Stock Units for which release was accelerated to accommodate tax withholding obligations in connection with Restricted Stock Units which vested on 10/1/2024 but are subject to deferred release.
F10 Represents release date for 848 Restricted Stock Units and vesting and release date for 39.561 Restricted Stock Units.
F11 Represents vesting and release date for this portion of Restricted Stock Units to accommodate tax withholding obligations in connection with vesting and deferred release of certain Restricted Stock Units granted on 7/27/2023.