SCOTT D. COOK - 28 Feb 2025 Form 4 Insider Report for INTUIT INC. (INTU)

Signature
/s/ Erick Rivero, by power-of-attorney
Issuer symbol
INTU
Transactions as of
28 Feb 2025
Net transactions value
-$3,895,086
Form type
4
Filing time
03 Mar 2025, 17:35:54 UTC
Previous filing
03 Mar 2025
Next filing
12 Mar 2025

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTU Common Stock Sale $600,135 -1,000 -0.02% $600.14 6,225,346 28 Feb 2025 By Trusts F1, F2, F3
transaction INTU Common Stock Sale $961,580 -1,600 -0.03% $600.99 6,223,746 28 Feb 2025 By Trusts F1, F3, F4
transaction INTU Common Stock Sale $602,257 -1,000 -0.02% $602.26 6,222,746 28 Feb 2025 By Trusts F1, F3, F5
transaction INTU Common Stock Sale $422,409 -700 -0.01% $603.44 6,222,046 28 Feb 2025 By Trusts F1, F3, F6
transaction INTU Common Stock Sale $71,938 -119 -0% $604.52 6,221,927 28 Feb 2025 By Trusts F1, F3, F7
transaction INTU Common Stock Sale $243,433 -401 -0.01% $607.06 6,221,526 28 Feb 2025 By Trusts F1, F3, F8
transaction INTU Common Stock Sale $243,188 -400 -0.01% $607.97 6,221,126 28 Feb 2025 By Trusts F1, F3, F9
transaction INTU Common Stock Sale $182,754 -300 -0% $609.18 6,220,826 28 Feb 2025 By Trusts F1, F3, F10
transaction INTU Common Stock Sale $244,453 -400 -0.01% $611.13 6,220,426 28 Feb 2025 By Trusts F1, F3, F11
transaction INTU Common Stock Sale $322,939 -526 -0.01% $613.95 6,219,900 28 Feb 2025 By Trusts F1, F3, F12
holding INTU Common Stock 162,397 28 Feb 2025 By Trust F13
* 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 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 $599.51 to $600.40. 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 $600.57 to $601.52. 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 $601.92 to $602.84. 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 $603.12 to $603.91. 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.
F7 This transaction was executed in multiple trades ranging from $604.38 to $604.55. 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 $606.46 to $607.31. 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 $607.49 to $608.41. 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 $608.88 to $609.78. 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 $610.91 to $611.36. 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 $613.54 to $614.26. 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 Shares held by a Trust of which an immediate family member of Mr. Cook is a beneficiary.