Kerry J. McLean - 27 May 2025 Form 4 Insider Report for INTUIT INC. (INTU)

Role
EVP, Gen. Counsel & Corp. Sec.
Signature
/s/ Erick Rivero, by power-of-attorney
Issuer symbol
INTU
Transactions as of
27 May 2025
Net transactions value
-$7,101,231
Form type
4
Filing time
29 May 2025, 16:35:51 UTC
Previous filing
03 Apr 2025
Next filing
03 Jul 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
McLean Kerry J EVP, Gen. Counsel & Corp. Sec. C/O INTUIT INC., 2700 COAST AVENUE, MOUNTAIN VIEW /s/ Erick Rivero, by power-of-attorney 29 May 2025 0001749067

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTU Common Stock Options Exercise $5,075,798 +16,700 +72% $303.94 39,801 27 May 2025 Direct
transaction INTU Common Stock Sale $559,700 -772 -1.9% $725.00 39,029 27 May 2025 Direct F1
transaction INTU Common Stock Sale $487,477 -671 -1.7% $726.49 38,358 27 May 2025 Direct F1, F2
transaction INTU Common Stock Sale $1,723,482 -2,369 -6.2% $727.51 35,989 27 May 2025 Direct F1, F3
transaction INTU Common Stock Sale $3,942,614 -5,409 -15% $728.90 30,580 27 May 2025 Direct F1, F4
transaction INTU Common Stock Sale $2,919,178 -4,000 -13% $729.79 26,580 27 May 2025 Direct F1, F5
transaction INTU Common Stock Sale $1,539,066 -2,106 -7.9% $730.80 24,474 27 May 2025 Direct F1, F6
transaction INTU Common Stock Sale $638,768 -873 -3.6% $731.69 23,601 27 May 2025 Direct F1, F7
transaction INTU Common Stock Sale $293,311 -400 -1.7% $733.28 23,201 27 May 2025 Direct F1, F8
transaction INTU Common Stock Sale $73,433 -100 -0.43% $734.33 23,101 27 May 2025 Direct 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 Non-Qualified Stock Options (right to buy) Options Exercise $0 -16,700 -100% $0.000000 0 27 May 2025 Common Stock 16,700 $303.94 Direct F9
* 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 pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on September 6, 2024.
F2 This transaction was executed in multiple trades ranging from $726.00 to $726.96. 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 This transaction was executed in multiple trades ranging from $727.17 to $728.01. 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 $728.25 to $729.22. 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 $729.46 to $730.45. 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 $730.46 to $731.32. 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 $731.49 to $732.15. 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 $733.00 to $733.80. 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 Represents final vest date for this stock option grant.