| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | INTU | Common Stock | Options Exercise | $0 | +52,349 | +14% | $0.000000 | 413,692 | 01 Sep 2022 | Direct | |
| transaction | INTU | Common Stock | Tax liability | $10,520,913 | -24,726 | -6% | $425.50 | 388,966 | 01 Sep 2022 | Direct | |
| transaction | INTU | Common Stock | Options Exercise | $0 | +14,712 | +3.8% | $0.000000 | 403,678 | 01 Sep 2022 | Direct | |
| transaction | INTU | Common Stock | Tax liability | $2,233,875 | -5,250 | -1.3% | $425.50 | 398,428 | 01 Sep 2022 | Direct | |
| holding | INTU | Common Stock | 44,311 | 01 Sep 2022 | By Trust | F1 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | INTU | Restricted Stock Unit -performance-based vesting | Options Exercise | $0 | -52,349 | -100% | $0.000000* | 0 | 01 Sep 2022 | Common Stock | 52,349 | Direct | F2, F3, F4, F5 | |
| transaction | INTU | Restricted Stock Unit (performance-based vesting) | Options Exercise | $0 | -14,712 | -100% | $0.000000* | 0 | 01 Sep 2022 | Common Stock | 14,712 | Direct | F2, F3, F5, F6 |
| Id | Content |
|---|---|
| F1 | Shares held by the 2022 Brad D. Smith GRAT Trust, of which the reporting person is Trustee. |
| F2 | 1-for-1 |
| F3 | Represents the awarded and vested units pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives. |
| F4 | Represents release date for these vested Restricted Stock Units (performance-based vesting) which were subject to deferred release. |
| F5 | Restricted Stock Units do not expire; they either vest or are canceled prior to vest date. |
| F6 | Represents vesting and release date for Restricted Stock Units (performance-based vesting). |