| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | INTU | Common Stock | Sale | -$600K | -1K | -0.02% | $600.14 | 6.23M | Feb 28, 2025 | By Trusts | F1, F2, F3 |
| transaction | INTU | Common Stock | Sale | -$962K | -1.6K | -0.03% | $600.99 | 6.22M | Feb 28, 2025 | By Trusts | F1, F3, F4 |
| transaction | INTU | Common Stock | Sale | -$602K | -1K | -0.02% | $602.26 | 6.22M | Feb 28, 2025 | By Trusts | F1, F3, F5 |
| transaction | INTU | Common Stock | Sale | -$422K | -700 | -0.01% | $603.44 | 6.22M | Feb 28, 2025 | By Trusts | F1, F3, F6 |
| transaction | INTU | Common Stock | Sale | -$71.9K | -119 | 0% | $604.52 | 6.22M | Feb 28, 2025 | By Trusts | F1, F3, F7 |
| transaction | INTU | Common Stock | Sale | -$243K | -401 | -0.01% | $607.07 | 6.22M | Feb 28, 2025 | By Trusts | F1, F3, F8 |
| transaction | INTU | Common Stock | Sale | -$243K | -400 | -0.01% | $607.97 | 6.22M | Feb 28, 2025 | By Trusts | F1, F3, F9 |
| transaction | INTU | Common Stock | Sale | -$183K | -300 | 0% | $609.18 | 6.22M | Feb 28, 2025 | By Trusts | F1, F3, F10 |
| transaction | INTU | Common Stock | Sale | -$244K | -400 | -0.01% | $611.13 | 6.22M | Feb 28, 2025 | By Trusts | F1, F3, F11 |
| transaction | INTU | Common Stock | Sale | -$323K | -526 | -0.01% | $613.95 | 6.22M | Feb 28, 2025 | By Trusts | F1, F3, F12 |
| holding | INTU | Common Stock | 162K | Feb 28, 2025 | By Trust | F13 |
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).
| Id | Content |
|---|---|
| F1 | The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 (the "1993 Trust") pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. |
| F2 | This transaction was executed in multiple trades ranging from $599.51 to $600.40. 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. |
| F3 | Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 162,397 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the 1993 Trust. The reporting person is a trustee or beneficiary of each of these trusts. |
| F4 | This transaction was executed in multiple trades ranging from $600.57 to $601.52. 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 $601.92 to $602.84. 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 $603.12 to $603.91. 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. |
| F7 | This transaction was executed in multiple trades ranging from $604.38 to $604.55. 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 $606.46 to $607.31. 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 $607.49 to $608.41. 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 $608.88 to $609.78. 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 $610.91 to $611.36. 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 $613.54 to $614.26. 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 | Shares held by a Trust of which an immediate family member of Mr. Cook is a beneficiary. |