Form 4 for INTU Intuit
Accepted 2021-08-02 00:00:00 ET · period of report 2021-07-29 · accession 0000896878-21-000171 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2021-08-02 | 2021-08-01 | INTU | Tessel Marianna | EVP, CTO | F - Tax | $529.97 | -200 | 14.1K | -1% | -$106.0K |
| D | 2021-08-02 | 2021-08-01 | INTU | Tessel Marianna | EVP, CTO | M - OptEx | $0.00 | +402 | 14.3K | +3% | $0 |
| DM | 2021-08-02 | 2021-07-29 | INTU | Tessel Marianna | EVP, CTO | A - Grant | $0.00 | +38.0K | 10.3K | New | $0 |
| D | 2021-08-02 | 2021-08-01 | INTU | Tessel Marianna | EVP, CTO | M - OptEx | $0.00 | -402 | 2,411 | -14% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2021-08-01 | F | D | 200 | $529.97 | 14,076 | D | — | — | |
| 2 | Common | Common Stock | 2021-08-01 | M | A | 402 | $0.00 | 14,276 | D | — | — | |
| 3 | Derivative | Non-Qualified Stock Option (right to buy) | 2021-07-29 | A | A | 22,512 | $0.00 | 22,512 | D | $525.51 · 2022-07-29 to 2028-07-28 | 22,512 Common Stock | (F1) Repesents first vesting date for this stock option grant. 25% of the stock options granted will vest on 7/29/2022 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. |
| 4 | Derivative | Restricted Stock Unit | 2021-07-29 | A | A | 5,234 | $0.00 | 5,234 | D | — · 2022-07-01 to — | 5,234 Common Stock | (F2) Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. (F3) 1 for 1 (F4) Represents first vesting date for this award. 25% of the restricted stock units will vest on 7/1/2022; thereafter 6.25% of the restricted stock units will vest on each of October 1, December 31, April 1, and July 1 following the first vest date 7/1/2022, until the award is fully vested.. (F5) Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
| 5 | Derivative | Restricted Stock Unit - performance based vesting | 2021-07-29 | A | A | 10,286 | $0.00 | 10,286 | D | — · 2024-09-01 to — | 10,286 Common Stock | (F2) Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. (F6) The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives; the awarded units will vest on 9/1/2024. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. (F3) 1 for 1 (F7) Represents vesting date for restricted stock units - performance based vesting. (F5) Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |
| 6 | Derivative | Restricted Stock Unit | 2021-08-01 | M | D | 402 | $0.00 | 2,411 | D | — · 2021-08-01 to — | 402 Common Stock | (F3) 1 for 1 (F8) Represents vesting date for this tranche of restricted stock units. (F5) Restricted stock units do not expire; they either vest or are canceled prior to vesting date. |