Sasan K. Goodarzi - Jan 2, 2025 Form 4 Insider Report for INTUIT INC. (INTU)

Signature
/s/ Erick Rivero, by power-of-attorney
Stock symbol
INTU
Transactions as of
Jan 2, 2025
Transactions value $
-$9,145,052
Form type
4
Date filed
1/6/2025, 04:59 PM
Previous filing
Jan 2, 2025
Next filing
Apr 3, 2025

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTU Common Stock Options Exercise $7.48M +26.6K +70.14% $281.60 64.4K Jan 2, 2025 By Trust F1
transaction INTU Common Stock Sale -$939K -1.51K -2.35% $620.44 62.9K Jan 2, 2025 By Trust F1, F2, F3
transaction INTU Common Stock Sale -$5.78M -9.3K -14.78% $621.33 53.6K Jan 2, 2025 By Trust F1, F2, F4
transaction INTU Common Stock Sale -$2.09M -3.35K -6.26% $622.23 50.3K Jan 2, 2025 By Trust F1, F2, F5
transaction INTU Common Stock Sale -$228K -366 -0.73% $623.12 49.9K Jan 2, 2025 By Trust F1, F2, F6
transaction INTU Common Stock Sale -$226K -362 -0.73% $624.47 49.5K Jan 2, 2025 By Trust F1, F2, F7
transaction INTU Common Stock Sale -$250K -400 -0.81% $625.43 49.1K Jan 2, 2025 By Trust F1, F2
transaction INTU Common Stock Sale -$326K -519 -1.06% $628.54 48.6K Jan 2, 2025 By Trust F1, F2, F8
transaction INTU Common Stock Sale -$1.45M -2.3K -4.74% $629.59 46.3K Jan 2, 2025 By Trust F1, F2, F9
transaction INTU Common Stock Sale -$1.97M -3.12K -6.74% $630.56 43.2K Jan 2, 2025 By Trust F1, F2, F10
transaction INTU Common Stock Sale -$1.45M -2.3K -5.33% $631.49 40.9K Jan 2, 2025 By Trust F1, F2, F11
transaction INTU Common Stock Sale -$688K -1.09K -2.66% $632.65 39.8K Jan 2, 2025 By Trust F1, F2, F12
transaction INTU Common Stock Sale -$687K -1.08K -2.71% $635.70 38.7K Jan 2, 2025 By Trust F1, F2, F13
transaction INTU Common Stock Sale -$544K -854 -2.21% $636.86 37.9K Jan 2, 2025 By Trust F1, F2, F14

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 -26.6K -100% $0.00 0 Jan 2, 2025 Common Stock 26.6K $281.60 Direct F15
* 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 Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee.
F2 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 30, 2024.
F3 This transaction was executed in multiple trades ranging from $619.8573 to $620.8366. 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 $620.86 to $621.8517. 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 $621.86 to $622.85. 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 $622.87 to $623.8509. 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 $624.17 to $625.0447. 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 $627.9713 to $628.8168. 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 This transaction was executed in multiple trades ranging from $629.058 to $630.02. 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.
F10 This transaction was executed in multiple trades ranging from $630.0661 to $631.05. 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.
F11 This transaction was executed in multiple trades ranging from $631.0916 to $631.91. 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.
F12 This transaction was executed in multiple trades ranging from $632.34 to $633.26. 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.
F13 This transaction was executed in multiple trades ranging from $635.25 to $636.14. 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.
F14 This transaction was executed in multiple trades ranging from $636.63 to $637.4768. 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.
F15 Represents final vesting date for this award.