Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

INTUIT INC. Director's Dealing 2020

Dec 22, 2020

29790_dirs_2020-12-21_c6e72e6a-8455-4b24-9042-29f18b1d0913.zip

Director's Dealing

Open in viewer

Opens in your device viewer

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: INTUIT INC (INTU)
CIK: 0000896878
Period of Report: 2020-12-18

Reporting Person: FENNELL LAURA A (EVP, People and Places)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2020-12-18 Common Stock M 358 Acquired 47099 Direct
2020-12-18 Common Stock M 192 Acquired 47291 Direct
2020-12-18 Common Stock M 76 $0.0 Acquired 47367 Direct
2020-12-18 Common Stock M 8 $0.0 Acquired 47375 Direct
2020-12-18 Common Stock M 6 $0.0 Acquired 47381 Direct
2020-12-18 Common Stock M 2 $0.0 Acquired 47383 Direct
2020-12-18 Common Stock F 642 $380.11 Disposed 46741 Direct

Derivative Transactions

Date Security Exercise Price Code Shares A/D Expiration Underlying Ownership
2020-12-18 Restricted Stock Unit - performance-based $ M 358 Disposed Common Stock (358) Direct
2020-12-18 Restricted Stock Unit - performance-based $ M 192 Disposed Common Stock (192) Direct
2020-12-18 Restricted Stock Unit - performance-based $ M 76 Disposed Common Stock (76) Direct
2020-12-18 Restricted Stock Unit (MSPP Matching Unit) $ M 8 Disposed Common Stock (8) Direct
2020-12-18 Restricted Stock Unit (MSPP Matching Unit) $ M 6 Disposed Common Stock (6) Direct
2020-12-18 Restricted Stock Unit (MSPP Matching Unit) $ M 2 Disposed Common Stock (2) Direct

Footnotes

F1: 1-for-1

F2: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2021. 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.

F4: Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance.

F5: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2022. 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.

F6: Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2023. 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.

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.