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

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
16 Dec 2024, 18:03:26 UTC
Prior SEC filing
11 Dec 2024
Next SEC filing
03 Jan 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Erick Rivero, by power-of-attorney

Key filing fact

Laura A. Fennell filed Form 4 for INTUIT INC. (INTU) on 16 Dec 2024.

Key facts

  • This page summarizes Laura A. Fennell's Form 4 filing for INTUIT INC. (INTU).
  • 13 reported transactions and 6 derivative rows are listed below.
  • Accepted by SEC: 16 Dec 2024, 18:03.

Change

  • Previous filing in this sequence was filed on 11 Dec 2024.
  • Current net transaction value: -$294,446.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

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
+193
Change %
+0.57%
Price
$0.000000
Shares after
34,109
Date
12 Dec 2024
Ownership
Direct
INTU transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+167
Change %
+0.49%
Price
$0.000000
Shares after
34,276
Date
12 Dec 2024
Ownership
Direct
INTU transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+68
Change %
+0.2%
Price
$0.000000
Shares after
34,344
Date
12 Dec 2024
Ownership
Direct
INTU transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+4
Change %
+0.01%
Price
$0.000000
Shares after
34,348
Date
12 Dec 2024
Ownership
Direct
INTU transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+4
Change %
+0.01%
Price
$0.000000
Shares after
34,352
Date
12 Dec 2024
Ownership
Direct
INTU transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+2
Change %
+0.01%
Price
$0.000000
Shares after
34,354
Date
12 Dec 2024
Ownership
Direct
INTU transaction

Common Stock

Tax liability

Transaction value
$294,446
Shares
-438
Change %
-1.3%
Price
$672.25
Shares after
33,916
Date
12 Dec 2024
Ownership
Direct
INTU holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
11,695
Date
12 Dec 2024
Ownership
By Trust
Footnotes
F1

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

INTU transaction Derivative

Restricted Stock Units (performance-based vesting)

Options Exercise

Transaction value
$0
Shares
-193
Change %
-1.5%
Price
$0.000000
Shares after
12,804
Date
12 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
193
Exercise price
Footnotes
F2, F3, F4, F5
INTU transaction Derivative

Restricted Stock Units (performance-based vesting)

Options Exercise

Transaction value
$0
Shares
-167
Change %
-1.5%
Price
$0.000000
Shares after
11,249
Date
12 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
167
Exercise price
Footnotes
F2, F4, F5, F6
INTU transaction Derivative

Restricted Stock Units (performance-based vesting)

Options Exercise

Transaction value
$0
Shares
-68
Change %
-0.62%
Price
$0.000000
Shares after
10,818
Date
12 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
68
Exercise price
Footnotes
F2, F4, F5, F7
INTU transaction Derivative

Restricted Stock Units (MSPP Matching Unit)

Options Exercise

Transaction value
$0
Shares
-4
Change %
-1.9%
Price
$0.000000
Shares after
206
Date
12 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4
Exercise price
Footnotes
F2, F4, F8
INTU transaction Derivative

Restricted Stock Units (MSPP Matching Unit)

Options Exercise

Transaction value
$0
Shares
-4
Change %
-1.6%
Price
$0.000000
Shares after
245
Date
12 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4
Exercise price
Footnotes
F2, F4, F8
INTU transaction Derivative

Restricted Stock Units (MSPP Matching Unit)

Options Exercise

Transaction value
$0
Shares
-2
Change %
-0.96%
Price
$0.000000
Shares after
207
Date
12 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
2
Exercise price
Footnotes
F2, F4, F8
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 8 footnotes

Footnote 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.

Footnote F2

1-for-1

Footnote 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.

Footnote F4

Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.

Footnote F5

Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance.

Footnote 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.

Footnote 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.

Footnote 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.

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