Form 4 for INTU Intuit
Accepted 2025-01-02 00:00:00 ET · period of report 2024-12-30 · accession 0001628280-25-000067 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DMI | 2025-01-02 | 2024-12-30+ | INTU | Goodarzi Sasan K | CEO, Pres, Dir | S - Sale+OE | $630.11 | -75.3K | 66.7K | -53% | -$47.45M |
| DMI | 2025-01-02 | 2024-12-31 | INTU | Goodarzi Sasan K | CEO, Pres, Dir | M - OptEx | $233.57 | +79.1K | 76.3K | New | +$18.49M |
| DI | 2025-01-02 | 2024-12-31 | INTU | Goodarzi Sasan K | CEO, Pres, Dir | F - Tax | $628.50 | -2,057 | 37.9K | -5% | -$1.29M |
| DM | 2025-01-02 | 2024-12-31 | INTU | Goodarzi Sasan K | CEO, Pres, Dir | M - OptEx | $0.00 | -79.1K | 26.6K | -75% | $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 | 2024-12-31 | S | D | 10,419 | $631.20 | 57,988.30 | I By Trust | — | — | (F5) This transaction was executed in multiple trades ranging from $630.63 to $631.58. 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. (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 2 | Common | Common Stock | 2024-12-31 | S | D | 22,212 | $631.95 | 35,776.30 | I By Trust | — | — | (F6) This transaction was executed in multiple trades ranging from $631.66 to $632.56. 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. (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 3 | Common | Common Stock | 2024-12-31 | M | A | 34,466 | $281.60 | 70,242.30 | I By Trust | — | — | (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 4 | Common | Common Stock | 2024-12-31 | S | D | 17,844 | $628.21 | 48,875.30 | I By Trust | — | — | (F8) This transaction was executed in multiple trades ranging from $627.68 to $628.67. 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. (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 5 | Common | Common Stock | 2024-12-31 | S | D | 7,147 | $628.93 | 41,728.30 | I By Trust | — | — | (F9) This transaction was executed in multiple trades ranging from $628.68 to $629.66. 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. (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 6 | Common | Common Stock | 2024-12-31 | S | D | 5,367 | $630.26 | 36,361.30 | I By Trust | — | — | (F10) This transaction was executed in multiple trades ranging from $629.68 to $630.65. 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. (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 7 | Common | Common Stock | 2024-12-31 | S | D | 585 | $630.71 | 35,776.30 | I By Trust | — | — | (F11) This transaction was executed in multiple trades ranging from $630.69 to $630.9089. 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. (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 8 | Common | Common Stock | 2024-12-31 | M | A | 933 | $0.00 | 36,709.30 | I By Trust | — | — | (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 9 | Common | Common Stock | 2024-12-31 | M | A | 683.47 | $0.00 | 37,392.77 | I By Trust | — | — | (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 10 | Common | Common Stock | 2024-12-31 | M | A | 887.56 | $0.00 | 38,280.33 | I By Trust | — | — | (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 11 | Common | Common Stock | 2024-12-31 | M | A | 1,568.78 | $0.00 | 39,849.11 | I By Trust | — | — | (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 12 | Common | Common Stock | 2024-12-31 | M | A | 76.93 | $0.00 | 39,926.04 | I By Trust | — | — | (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 13 | Common | Common Stock | 2024-12-31 | F | D | 2,057.16 | $628.50 | 37,868.88 | I By Trust | — | — | (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 14 | Common | Common Stock | 2024-12-31 | S | D | 6,003 | $630.01 | 68,407.30 | I By Trust | — | — | (F4) This transaction was executed in multiple trades ranging from $629.56 to $630.43. 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. (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 15 | Common | Common Stock | 2024-12-31 | S | D | 1,900 | $629.25 | 74,410.30 | I By Trust | — | — | (F3) This transaction was executed in multiple trades ranging from $628.54 to $629.53. 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. (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 16 | Common | Common Stock | 2024-12-31 | M | A | 40,534 | $216.64 | 76,310.30 | I By Trust | — | — | (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 17 | Common | Common Stock | 2024-12-30 | S | D | 300 | $633.96 | 35,776.30 | I By Trust | — | — | (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 18 | Common | Common Stock | 2024-12-31 | S | D | 3,523 | $627.29 | 66,719.30 | I By Trust | — | — | (F7) This transaction was executed in multiple trades ranging from $626.64 to $627.63. 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. (F2) Shares held in Goodarzi Rev Trust u/a Dtd 5/18/2012 of which reporting person is a trustee. |
| 19 | Derivative | Restricted Stock Units | 2024-12-31 | M | D | 76.93 | $0.00 | 13,734.07 | D | — · 2024-12-31 to — | 76.93 Common Stock | (F12) 1-for-1 (F22) Represents vesting and release date for this portion of Restricted Stock Units to accommodate tax withholding obligations in connection with vesting and deferred release of certain Restricted Stock Units granted on 7/25/2024. (F15) Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. |
| 20 | Derivative | Non-Qualified Stock Options (right to buy) | 2024-12-31 | M | D | 40,534 | $0.00 | 0 | D | $216.64 · 2022-07-26 to 2025-07-25 | 40,534 Common Stock | (F23) Represents final vesting date for this award. |
| 21 | Derivative | Restricted Stock Units | 2024-12-31 | M | D | 887.56 | $0.00 | 8,723.88 | D | — · 2024-12-31 to — | 887.56 Common Stock | (F18) Represents 848 vested Restricted Stock Units which were subject to a one year deferred release and 39.561 vested Restricted Stock Units for which release was accelerated to accommodate tax withholding obligations in connection with Restricted Stock Units which vested on 12/31/2024 but are subject to deferred release. (F12) 1-for-1 (F19) Represents release date for 848 vested Restricted Stock Units and vesting and release date for 39.561 Restricted Stock Units. (F15) Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. |
| 22 | Derivative | Restricted Stock Units | 2024-12-31 | M | D | 933 | $0.00 | 1,866 | D | — · 2024-12-31 to — | 933 Common Stock | (F13) Represents 933 vested Restricted Stock Units which were subject to a one year deferred release (F12) 1-for-1 (F14) Represents release date for these vested restricted stock units. (F15) Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. |
| 23 | Derivative | Restricted Stock Units | 2024-12-31 | M | D | 683.47 | $0.00 | 3,980.06 | D | — · 2024-12-31 to — | 683.47 Common Stock | (F16) Represents 653 vested Restricted Stock Units which were subject to a one year deferred release and 30.470 vested Restricted Stock Units for which release was accelerated to accommodate tax withholding obligations in connection with Restricted Stock Units which vested on 12/31/2024 but are subject to deferred release. (F12) 1-for-1 (F17) Represents release date for 653 vested Restricted Stock Units and vesting and release date for 30.47 Restricted Stock Units. (F15) Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. |
| 24 | Derivative | Restricted Stock Units | 2024-12-31 | M | D | 1,568.78 | $0.00 | 11,091.49 | D | — · 2024-12-31 to — | 1,568.78 Common Stock | (F20) Represents 1533 vested Restricted Stock Units which were subject to a one year deferred release and 35.779 vested Restricted Stock Units for which release was accelerated to accommodate tax withholding obligations in connection with Restricted Stock Units which vested on 12/31/2024 but are subject to deferred release. (F12) 1-for-1 (F21) Represents release date for 1533 vested Restricted Stock Units and vesting and release date for 35.779 Restricted Stock Units. (F15) Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date. |
| 25 | Derivative | Non-Qualified Stock Options (right to buy) | 2024-12-31 | M | D | 34,466 | $0.00 | 26,562 | D | $281.60 · 2023-07-25 to 2026-07-24 | 34,466 Common Stock | (F23) Represents final vesting date for this award. |