Kerry J. McLean - Dec 12, 2024 Form 4 Insider Report for INTUIT INC. (INTU)

Role
EVP, Gen. Counsel & Corp. Sec.
Signature
/s/ Erick Rivero, by power-of-attorney
Stock symbol
INTU
Transactions as of
Dec 12, 2024
Transactions value $
-$176,802
Form type
4
Date filed
12/16/2024, 06:01 PM
Previous filing
Dec 10, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTU Common Stock Options Exercise $0 +108 +0.49% $0.00 22.1K Dec 12, 2024 Direct
transaction INTU Common Stock Options Exercise $0 +109 +0.49% $0.00 22.2K Dec 12, 2024 Direct
transaction INTU Common Stock Options Exercise $0 +39 +0.18% $0.00 22.2K Dec 12, 2024 Direct
transaction INTU Common Stock Options Exercise $0 +3 +0.01% $0.00 22.2K Dec 12, 2024 Direct
transaction INTU Common Stock Options Exercise $0 +3 +0.01% $0.00 22.2K Dec 12, 2024 Direct
transaction INTU Common Stock Options Exercise $0 +1 +0% $0.00 22.2K Dec 12, 2024 Direct
transaction INTU Common Stock Tax liability -$177K -263 -1.18% $672.25 22K Dec 12, 2024 Direct

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 -108 -1.48% $0.00 7.17K Dec 12, 2024 Common Stock 108 Direct F1, F2, F3, F4
transaction INTU Restricted Stock Units (performance-based vesting) Options Exercise $0 -109 -1.46% $0.00 7.34K Dec 12, 2024 Common Stock 109 Direct F1, F3, F4, F5
transaction INTU Restricted Stock Units (performance-based vesting) Options Exercise $0 -39 -0.63% $0.00 6.18K Dec 12, 2024 Common Stock 39 Direct F1, F3, F4, F6
transaction INTU Restricted Stock Units (MSPP Matching Unit) Options Exercise $0 -3 -1.66% $0.00 178 Dec 12, 2024 Common Stock 3 Direct F1, F3, F7
transaction INTU Restricted Stock Units (MSPP Matching Unit) Options Exercise $0 -3 -1.69% $0.00 175 Dec 12, 2024 Common Stock 3 Direct F1, F3, F7
transaction INTU Restricted Stock Units (MSPP Matching Unit) Options Exercise $0 -1 -0.63% $0.00 158 Dec 12, 2024 Common Stock 1 Direct F1, F3, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 1-for-1
F2 Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2025. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.
F3 Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.
F4 Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance.
F5 Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2026. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.
F6 Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2027. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.
F7 Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility.