Key facts
- This page summarizes Brad D. Smith's Form 4 filing for INTUIT INC (INTU).
- 7 reported transactions and 5 derivative rows are listed below.
- Accepted by SEC: 20 Jan 2023, 19:19.
Brad D. Smith - 18 Jan 2023 Form 4 Insider Report for INTUIT INC (INTU)
- Reporting relationship
- Director
- Issuer ticker
- INTU
- Reported as of
- 18 Jan 2023
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 20 Jan 2023, 19:19:38 UTC
- Prior SEC filing
- 04 Jan 2023
- Next SEC filing
- 04 Apr 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Erick Rivero, by power-of-attorney
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Brad D. Smith filed Form 4 for INTUIT INC (INTU) on 20 Jan 2023.
Change
- Previous filing in this sequence was filed on 04 Jan 2023.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
INTU
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +2,563
- Change %
- +0.64%
- Price
- $0.000000
- Shares after
- 404,595
- Date
- 18 Jan 2023
- Ownership
- Direct
INTU
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +3,215
- Change %
- +0.79%
- Price
- $0.000000
- Shares after
- 407,810
- Date
- 18 Jan 2023
- Ownership
- Direct
INTU
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +492
- Change %
- +0.12%
- Price
- $0.000000
- Shares after
- 408,302
- Date
- 18 Jan 2023
- Ownership
- Direct
INTU
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 44,311
- Date
- 18 Jan 2023
- Ownership
- Trust
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
INTU
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -2,563
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 18 Jan 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 2,563
- Exercise price
- Footnotes
- F2, F3, F4
INTU
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -3,215
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 18 Jan 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 3,215
- Exercise price
- Footnotes
- F2, F4, F5
INTU
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -492
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 18 Jan 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 492
- Exercise price
- Footnotes
- F2, F4, F6
INTU
transaction
Derivative
Restricted Stock Units - MSPP Matching Award
Other
- Transaction value
- $0
- Shares
- -138
- Change %
- -53%
- Price
- $0.000000
- Shares after
- 121
- Date
- 18 Jan 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 138
- Exercise price
- Footnotes
- F2, F7, F8, F9
INTU
holding
Derivative
Restricted Stock Units -performance based vesting
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 10,416
- Date
- 18 Jan 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 10,416
- Exercise price
- Footnotes
- F2, F10, F11, F12
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 12 footnotes
Footnote F1
Shares held by the 2022 Brad D. Smith GRAT Trust of which the reporting person is a Trustee.
Footnote F2
1-for-1
Footnote F3
Represents earliest vesting date for these Restricted Stock Units, subject to deferred release. 1,282 Restricted Stock Units vested on 4/1/2022 and 1,281 Restricted Stock Units vested on 7/1/2022.
Footnote F4
Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.
Footnote F5
Represents earliest vesting date for these Restricted Stock Units, subject to deferred release. 804 Restricted Stock Units vested on each of 4/1/2022, 10/1/2022, and 12/31/2022 and 803 Restricted Stock Units vested on 7/1/2022.
Footnote F6
Represents vesting date for these Restricted Stock Units, subject to deferred release.
Footnote F7
Forfeiture of securities pursuant to provisions under the Management Stock Purchase Program.
Footnote F8
Represents scheduled vesting date for grant made on 8/13/2021.
Footnote F9
Restricted Stock Units - MSPP Matching Units do not expire; they either vest or are canceled prior to vest date.
Footnote F10
Represents vesting date for grant made on 7/30/2020.
Footnote F11
Restricted Stock Units (performance based vesting) do not expire; they either vest or are canceled prior to vest date.
Footnote F12
Represents vested Restricted Stock Units (performance based vesting) that were granted on 7/30/2020, based on actual performance for completed performance periods and target performance for incomplete performance periods. These securities are subject to deferred release.