Form 4 for INTU Intuit
Accepted 2024-12-16 00:00:00 ET · period of report 2024-12-12 · accession 0001628280-24-051563 · 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 | 2024-12-16 | 2024-12-12 | INTU | McLean Kerry J | EVP, Gen. Counsel, Corp. Sec | M - OptEx | $0.00 | +263 | 22.2K | +1% | $0 |
| D | 2024-12-16 | 2024-12-12 | INTU | McLean Kerry J | EVP, Gen. Counsel, Corp. Sec | F - Tax | $672.25 | -263 | 22.0K | -1% | -$176.8K |
| DM | 2024-12-16 | 2024-12-12 | INTU | McLean Kerry J | EVP, Gen. Counsel, Corp. Sec | M - OptEx | $0.00 | -263 | 7,170 | -4% | $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 | 2024-12-12 | M | A | 108 | $0.00 | 22,084.10 | D | — | — | |
| 2 | Common | Common Stock | 2024-12-12 | M | A | 109 | $0.00 | 22,193.10 | D | — | — | |
| 3 | Common | Common Stock | 2024-12-12 | M | A | 39 | $0.00 | 22,232.10 | D | — | — | |
| 4 | Common | Common Stock | 2024-12-12 | F | D | 263 | $672.25 | 21,976.10 | D | — | — | |
| 5 | Common | Common Stock | 2024-12-12 | M | A | 3 | $0.00 | 22,238.10 | D | — | — | |
| 6 | Common | Common Stock | 2024-12-12 | M | A | 1 | $0.00 | 22,239.10 | D | — | — | |
| 7 | Common | Common Stock | 2024-12-12 | M | A | 3 | $0.00 | 22,235.10 | D | — | — | |
| 8 | Derivative | Restricted Stock Units (performance-based vesting) | 2024-12-12 | M | D | 109 | $0.00 | 7,336 | D | — · — to — | 109 Common Stock | (F4) Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance. (F1) 1-for-1 (F5) Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2026. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. (F3) Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. |
| 9 | Derivative | Restricted Stock Units (performance-based vesting) | 2024-12-12 | M | D | 39 | $0.00 | 6,182 | D | — · — to — | 39 Common Stock | (F4) Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance. (F1) 1-for-1 (F6) Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2027. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. (F3) Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. |
| 10 | Derivative | Restricted Stock Units (MSPP Matching Unit) | 2024-12-12 | M | D | 3 | $0.00 | 178 | D | — · 2025-08-12 to — | 3 Common Stock | (F1) 1-for-1 (F7) Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. (F3) Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. |
| 11 | Derivative | Restricted Stock Units (MSPP Matching Unit) | 2024-12-12 | M | D | 3 | $0.00 | 175 | D | — · 2026-08-11 to — | 3 Common Stock | (F1) 1-for-1 (F7) Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. (F3) Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. |
| 12 | Derivative | Restricted Stock Units (MSPP Matching Unit) | 2024-12-12 | M | D | 1 | $0.00 | 158 | D | — · 2027-08-09 to — | 1 Common Stock | (F1) 1-for-1 (F7) Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. (F3) Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. |
| 13 | Derivative | Restricted Stock Units (performance-based vesting) | 2024-12-12 | M | D | 108 | $0.00 | 7,170 | D | — · — to — | 108 Common Stock | (F4) Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance. (F1) 1-for-1 (F2) Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2025. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. (F3) Restricted Stock Units have no expiration date; they either vest or are canceled prior to vesting date. |