Laura A. Fennell - Dec 12, 2024 Form 4 Insider Report for INTUIT INC. (INTU)

Role
EVP, People and Places
Signature
/s/ Erick Rivero, by power-of-attorney
Stock symbol
INTU
Transactions as of
Dec 12, 2024
Transactions value $
-$294,446
Form type
4
Date filed
12/16/2024, 06:03 PM
Previous filing
Dec 11, 2024
Next filing
Jan 3, 2025

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTU Common Stock Options Exercise $0 +193 +0.57% $0.00 34.1K Dec 12, 2024 Direct
transaction INTU Common Stock Options Exercise $0 +167 +0.49% $0.00 34.3K Dec 12, 2024 Direct
transaction INTU Common Stock Options Exercise $0 +68 +0.2% $0.00 34.3K Dec 12, 2024 Direct
transaction INTU Common Stock Options Exercise $0 +4 +0.01% $0.00 34.3K Dec 12, 2024 Direct
transaction INTU Common Stock Options Exercise $0 +4 +0.01% $0.00 34.4K Dec 12, 2024 Direct
transaction INTU Common Stock Options Exercise $0 +2 +0.01% $0.00 34.4K Dec 12, 2024 Direct
transaction INTU Common Stock Tax liability -$294K -438 -1.27% $672.25 33.9K Dec 12, 2024 Direct
holding INTU Common Stock 11.7K Dec 12, 2024 By Trust F1

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 -193 -1.48% $0.00 12.8K Dec 12, 2024 Common Stock 193 Direct F2, F3, F4, F5
transaction INTU Restricted Stock Units (performance-based vesting) Options Exercise $0 -167 -1.46% $0.00 11.2K Dec 12, 2024 Common Stock 167 Direct F2, F4, F5, F6
transaction INTU Restricted Stock Units (performance-based vesting) Options Exercise $0 -68 -0.62% $0.00 10.8K Dec 12, 2024 Common Stock 68 Direct F2, F4, F5, F7
transaction INTU Restricted Stock Units (MSPP Matching Unit) Options Exercise $0 -4 -1.9% $0.00 206 Dec 12, 2024 Common Stock 4 Direct F2, F4, F8
transaction INTU Restricted Stock Units (MSPP Matching Unit) Options Exercise $0 -4 -1.61% $0.00 245 Dec 12, 2024 Common Stock 4 Direct F2, F4, F8
transaction INTU Restricted Stock Units (MSPP Matching Unit) Options Exercise $0 -2 -0.96% $0.00 207 Dec 12, 2024 Common Stock 2 Direct F2, F4, F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares held in LAURA FENNELL TTEE LAURA A FENNELL TRUST U/A DTD 05/15/2013 of which the reporting person is a trustee.
F2 1-for-1
F3 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.
F4 Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.
F5 Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance.
F6 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.
F7 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.
F8 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.