Sasan K. Goodarzi - 02 Jan 2025 Form 4 Insider Report for INTUIT INC. (INTU)

Signature
/s/ Erick Rivero, by power-of-attorney
Issuer symbol
INTU
Transactions as of
02 Jan 2025
Net transactions value
-$9,145,052
Form type
4
Filing time
06 Jan 2025, 16:59:41 UTC
Previous filing
02 Jan 2025
Next filing
03 Apr 2025

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTU Common Stock Options Exercise $7,479,859 +26,562 +70% $281.60 64,431 02 Jan 2025 By Trust F1
transaction INTU Common Stock Sale $939,345 -1,514 -2.3% $620.44 62,917 02 Jan 2025 By Trust F1, F2, F3
transaction INTU Common Stock Sale $5,779,595 -9,302 -15% $621.33 53,615 02 Jan 2025 By Trust F1, F2, F4
transaction INTU Common Stock Sale $2,086,969 -3,354 -6.3% $622.23 50,261 02 Jan 2025 By Trust F1, F2, F5
transaction INTU Common Stock Sale $228,063 -366 -0.73% $623.12 49,895 02 Jan 2025 By Trust F1, F2, F6
transaction INTU Common Stock Sale $226,060 -362 -0.73% $624.47 49,533 02 Jan 2025 By Trust F1, F2, F7
transaction INTU Common Stock Sale $250,172 -400 -0.81% $625.43 49,133 02 Jan 2025 By Trust F1, F2
transaction INTU Common Stock Sale $326,213 -519 -1.1% $628.54 48,614 02 Jan 2025 By Trust F1, F2, F8
transaction INTU Common Stock Sale $1,449,311 -2,302 -4.7% $629.59 46,312 02 Jan 2025 By Trust F1, F2, F9
transaction INTU Common Stock Sale $1,967,360 -3,120 -6.7% $630.56 43,192 02 Jan 2025 By Trust F1, F2, F10
transaction INTU Common Stock Sale $1,453,693 -2,302 -5.3% $631.49 40,890 02 Jan 2025 By Trust F1, F2, F11
transaction INTU Common Stock Sale $687,694 -1,087 -2.7% $632.65 39,803 02 Jan 2025 By Trust F1, F2, F12
transaction INTU Common Stock Sale $686,555 -1,080 -2.7% $635.70 38,723 02 Jan 2025 By Trust F1, F2, F13
transaction INTU Common Stock Sale $543,882 -854 -2.2% $636.86 37,869 02 Jan 2025 By Trust F1, F2, F14

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 Non-Qualified Stock Options (right to buy) Options Exercise $0 -26,562 -100% $0.000000 0 02 Jan 2025 Common Stock 26,562 $281.60 Direct F15
* 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 Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee.
F2 The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 30, 2024.
F3 This transaction was executed in multiple trades ranging from $619.8573 to $620.8366. 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.
F4 This transaction was executed in multiple trades ranging from $620.86 to $621.8517. 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 $621.86 to $622.85. 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 $622.87 to $623.8509. 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 $624.17 to $625.0447. 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 $627.9713 to $628.8168. 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 $629.058 to $630.02. 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 $630.0661 to $631.05. 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 $631.0916 to $631.91. 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 $632.34 to $633.26. 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 $635.25 to $636.14. 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 This transaction was executed in multiple trades ranging from $636.63 to $637.4768. 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.
F15 Represents final vesting date for this award.