Form 4 for INTU Intuit
Accepted 2024-09-04 00:00:00 ET · period of report 2024-09-01 · accession 0001415889-24-022845 · 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 | 2024-09-04 | 2024-09-01+ | INTU | McLean Kerry J | EVP, Gen. Counsel, Corp. Sec | M - OptEx | $148.88 | +16.1K | 36.0K | +81% | +$2.40M |
| D | 2024-09-04 | 2024-09-01 | INTU | McLean Kerry J | EVP, Gen. Counsel, Corp. Sec | F - Tax | $630.26 | -2,410 | 24.9K | -9% | -$1.52M |
| DM | 2024-09-04 | 2024-09-03 | INTU | McLean Kerry J | EVP, Gen. Counsel, Corp. Sec | S - Sale+OE | $631.61 | -11.1K | 24.9K | -31% | -$7.00M |
| DM | 2024-09-04 | 2024-09-01+ | INTU | McLean Kerry J | EVP, Gen. Counsel, Corp. Sec | M - OptEx | $0.00 | -16.1K | 0 | -100% | $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 | 2024-09-01 | M | A | 5,042 | $0.00 | 27,350.93 | D | — | — | |
| 2 | Common | Common Stock | 2024-09-01 | F | D | 2,409.51 | $630.26 | 24,941.42 | D | — | — | |
| 3 | Common | Common Stock | 2024-09-03 | M | A | 11,079 | $216.64 | 36,020.42 | D | — | — | |
| 4 | Common | Common Stock | 2024-09-03 | S | D | 9,687 | $631.50 | 26,333.42 | D | — | — | (F1) This transaction was executed in multiple trades ranging from $631.3219 to $632.04. 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. |
| 5 | Common | Common Stock | 2024-09-03 | S | D | 1,392 | $632.40 | 24,941.42 | D | — | — | (F2) This transaction was executed in multiple trades ranging from $632.38 to $632.49. 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. |
| 6 | Derivative | Non-Qualilfied Stock Option (right to buy) | 2024-09-03 | M | D | 11,079 | $0.00 | 0 | D | $216.64 · 2022-07-26 to 2025-07-25 | 11,079 Common Stock | (F7) Represents last vest date for this tranche of stock options. |
| 7 | Derivative | Restricted Stock Units (performance-based vesting) | 2024-09-01 | M | D | 5,042 | $0.00 | 0 | D | — · 2024-09-01 to — | 5,042 Common Stock | (F4) Represents the awarded and vested units pursuant to the Restricted Stock Units (performance-based vesting) grant related to achievement of certain total shareholder return objectives. (F3) 1-for1. (F5) Represents vesting and release date for Restricted Stock Units (performance-based vesting). (F6) Restricted Stock Units (performance-based vesting) do not expire; they either vest or are canceled prior to vesting date. |