Scott D. Cook - Mar 11, 2025 Form 4 Insider Report for INTUIT INC. (INTU)

Signature
/s/ Erick Rivero, by power-of-attorney
Stock symbol
INTU
Transactions as of
Mar 11, 2025
Transactions value $
-$5,245,840
Form type
4
Date filed
3/12/2025, 04:37 PM
Previous filing
Mar 12, 2025

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTU Common Stock Sale -$116K -200 0% $578.38 6.14M Mar 11, 2025 By Trusts F1, F2, F3
transaction INTU Common Stock Sale -$116K -200 0% $579.52 6.14M Mar 11, 2025 By Trusts F1, F3, F4
transaction INTU Common Stock Sale -$697K -1.2K -0.02% $580.90 6.14M Mar 11, 2025 By Trusts F1, F3, F5
transaction INTU Common Stock Sale -$524K -900 -0.01% $581.68 6.14M Mar 11, 2025 By Trusts F1, F3, F6
transaction INTU Common Stock Sale -$466K -800 -0.01% $583.03 6.14M Mar 11, 2025 By Trusts F1, F3, F7
transaction INTU Common Stock Sale -$292K -500 -0.01% $584.25 6.14M Mar 11, 2025 By Trusts F1, F3, F8
transaction INTU Common Stock Sale -$585K -1K -0.02% $585.10 6.14M Mar 11, 2025 By Trusts F1, F3, F9
transaction INTU Common Stock Sale -$298K -508 -0.01% $586.04 6.14M Mar 11, 2025 By Trusts F1, F3, F10
transaction INTU Common Stock Sale -$796K -1.36K -0.02% $587.31 6.14M Mar 11, 2025 By Trusts F1, F3, F11
transaction INTU Common Stock Sale -$294K -500 -0.01% $588.05 6.14M Mar 11, 2025 By Trusts F1, F3, F12
transaction INTU Common Stock Sale -$648K -1.1K -0.02% $589.28 6.14M Mar 11, 2025 By Trusts F1, F3, F13
transaction INTU Common Stock Sale -$177K -300 0% $590.22 6.14M Mar 11, 2025 By Trusts F1, F3, F14
transaction INTU Common Stock Sale -$178K -300 0% $592.59 6.14M Mar 11, 2025 By Trusts F1, F3, F15
transaction INTU Common Stock Sale -$59.5K -100 0% $594.54 6.14M Mar 11, 2025 By Trusts F1, F3
holding INTU Common Stock 162K Mar 11, 2025 By Trust F16
* 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 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 $578.22 to $578.56. 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 $579.38 to $579.66. 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 $580.40 to $581.31. 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.
F6 This transaction was executed in multiple trades ranging from $581.40 to $582.25. 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 $582.57 to $583.42. 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 $583.57 to $584.54. 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 $584.67 to $585.61. 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 $585.75 to $586.73. 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 $586.77 to $587.73. 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 $587.87 to $588.35. 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 $588.99 to $589.62. 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 $590.13 to $590.33. 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 This transaction was executed in multiple trades ranging from $592.26 to $592.97. 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.
F16 Shares held by a Trust of which an immediate family member of Mr. Cook is a beneficiary.