Kerry J. McLean - 12 Dec 2024 Form 4 Insider Report for INTUIT INC. (INTU)

Signature
/s/ Erick Rivero, by power-of-attorney
Issuer symbol
INTU
Transactions as of
12 Dec 2024
Net transactions value
-$176,802
Form type
4
Filing time
16 Dec 2024, 18:01:06 UTC
Previous filing
10 Dec 2024
Next filing
03 Jan 2025

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTU Common Stock Options Exercise $0 +108 +0.49% $0.000000 22,084 12 Dec 2024 Direct
transaction INTU Common Stock Options Exercise $0 +109 +0.49% $0.000000 22,193 12 Dec 2024 Direct
transaction INTU Common Stock Options Exercise $0 +39 +0.18% $0.000000 22,232 12 Dec 2024 Direct
transaction INTU Common Stock Options Exercise $0 +3 +0.01% $0.000000 22,235 12 Dec 2024 Direct
transaction INTU Common Stock Options Exercise $0 +3 +0.01% $0.000000 22,238 12 Dec 2024 Direct
transaction INTU Common Stock Options Exercise $0 +1 +0% $0.000000 22,239 12 Dec 2024 Direct
transaction INTU Common Stock Tax liability $176,802 -263 -1.2% $672.25 21,976 12 Dec 2024 Direct

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 Restricted Stock Units (performance-based vesting) Options Exercise $0 -108 -1.5% $0.000000 7,170 12 Dec 2024 Common Stock 108 Direct F1, F2, F3, F4
transaction INTU Restricted Stock Units (performance-based vesting) Options Exercise $0 -109 -1.5% $0.000000 7,336 12 Dec 2024 Common Stock 109 Direct F1, F3, F4, F5
transaction INTU Restricted Stock Units (performance-based vesting) Options Exercise $0 -39 -0.63% $0.000000 6,182 12 Dec 2024 Common Stock 39 Direct F1, F3, F4, F6
transaction INTU Restricted Stock Units (MSPP Matching Unit) Options Exercise $0 -3 -1.7% $0.000000 178 12 Dec 2024 Common Stock 3 Direct F1, F3, F7
transaction INTU Restricted Stock Units (MSPP Matching Unit) Options Exercise $0 -3 -1.7% $0.000000 175 12 Dec 2024 Common Stock 3 Direct F1, F3, F7
transaction INTU Restricted Stock Units (MSPP Matching Unit) Options Exercise $0 -1 -0.63% $0.000000 158 12 Dec 2024 Common Stock 1 Direct F1, F3, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 1-for-1
F2 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.
F3 Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date.
F4 Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance.
F5 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.
F6 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.
F7 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.