Form 4 for INTU Intuit
Accepted 2023-01-24 00:00:00 ET · period of report 2023-01-20 · accession 0001062993-23-001299 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2023-01-24 | 2023-01-22 | INTU | DALZELL RICHARD L | Dir | M - OptEx | $0.00 | +3,925 | 12.3K | +47% | $0 |
| DM | 2023-01-24 | 2023-01-20 | INTU | DALZELL RICHARD L | Dir | A - Grant | $41.93 | +731 | 77 | New | +$30.7K |
| DM | 2023-01-24 | 2023-01-22 | INTU | DALZELL RICHARD L | Dir | M - OptEx | $27.38 | -3,925 | 0 | -100% | -$107.5K |
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 | 2023-01-22 | M | A | 1,148 | $0.00 | 13,468 | D | — | — | |
| 2 | Common | Common Stock | 2023-01-22 | M | A | 2,777 | $0.00 | 12,320 | D | — | — | |
| 3 | Derivative | Restricted Stock Unit | 2023-01-20 | A | A | 654 | $0.00 | 654 | D | — · 2024-01-01 to 2028-01-20 | 654 Common Stock | (F1) 1-for-1 (F2) Represents vesting date for these Restricted Stock Units, subject to deferred release. (F3) Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. |
| 4 | Derivative | Restricted Stock Unit | 2023-01-20 | A | A | 77 | $398.07 | 77 | D | — · 2023-01-20 to 2028-01-20 | 77 Common Stock | (F4) Fair Market Value of Intuit Inc. Common Stock on date of grant; award pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units. (F1) 1-for-1 (F2) Represents vesting date for these Restricted Stock Units, subject to deferred release. (F3) Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. |
| 5 | Derivative | Restricted Stock Unit | 2023-01-22 | M | D | 2,777 | $0.00 | 0 | D | — · 2017-01-01 to 2023-01-22 | 2,777 Common Stock | (F1) 1-for-1 (F2) Represents vesting date for these Restricted Stock Units, subject to deferred release. (F3) Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. |
| 6 | Derivative | Restricted Stock Unit | 2023-01-22 | M | D | 1,148 | $93.61 | 0 | D | — · 2016-01-31 to 2023-01-22 | 1,148 Common Stock | (F4) Fair Market Value of Intuit Inc. Common Stock on date of grant; award pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units. (F1) 1-for-1 (F5) Represents earliest vesting date for this award. 25% of these Restricted Stock Units vested on each of 1/31/2016, 4/30/2016, 7/31/2016, and 10/31/2016 and were subject to deferred release. (F3) Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. |