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INTUIT INC. — Director's Dealing 2023
Aug 7, 2023
29790_dirs_2023-08-07_5cfd82de-3bfa-4eb1-bdde-9d3bce4e47af.zip
Director's Dealing
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SEC Form 3 — Initial Statement of Beneficial Ownership
Issuer: INTUIT INC. (INTU)
CIK: 0000896878
Period of Report: 2023-08-01
Reporting Person: Aujla Sandeep (EVP and CFO)
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common Stock | 132.404 | Direct |
Holdings (Derivative)
| Security | Exercise Price | Expiration | Underlying | Shares | Ownership |
|---|---|---|---|---|---|
| Non-Qualified Stock Options (right to buy) | $281.60 | 2026-07-24 | Common Stock (5722) | Direct | |
| Non-Qualified Stock Options (right to buy) | $303.94 | 2027-07-29 | Common Stock (6680) | Direct | |
| Non-Qualified Stock Options (right to buy) | $525.51 | 2028-07-28 | Common Stock (6140) | Direct | |
| Non-Qualified Stock Options (right to buy) | $496.53 | 2030-07-26 | Common Stock (18736) | Direct | |
| Restricted Stock Units (performance-based vesting) | $ | Common Stock (3243) | Direct | ||
| Restricted Stock Units (performance-based vesting) | $ | Common Stock (2806) | Direct | ||
| Restricted Stock Units (performance-based vesting) | $ | Common Stock (10989) | Direct | ||
| Restricted Stock Units | $ | Common Stock (420) | Direct | ||
| Restricted Stock Units | $ | Common Stock (412) | Direct | ||
| Restricted Stock Units | $ | Common Stock (714) | Direct | ||
| Restricted Stock Units | $ | Common Stock (29315) | Direct | ||
| Restricted Stock Units | $ | Common Stock (5539) | Direct | ||
| Restricted Stock Units (MSPP Purchased Award) | $ | Common Stock (202) | Direct | ||
| Restricted Stock Units (MSPP Matching Award) | $ | Common Stock (202) | Direct | ||
| Restricted Stock Units (MSPP Purchased Award) | $ | Common Stock (129) | Direct | ||
| Restricted Stock Units (MSPP Matching Award) | $ | Common Stock (129) | Direct | ||
| Restricted Stock Units (MSPP Purchased Award) | $ | Common Stock (105) | Direct | ||
| Restricted Stock Units (MSPP Matching Award) | $ | Common Stock (105) | Direct |
Footnotes
F1: 25% of the 5,722 options granted on 7/25/2019 vested on 7/25/2020 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until 100% vested.
F2: 25% of the 6,680 options granted on 7/30/2020 vested on 7/30/2021 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until 100% vested.
F3: 25% of the 12,280 options granted on 7/29/2021 vested on 7/29/2022 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until 100% vested.
F4: 25% of the 17,033 options granted on 7/27/2023 will vest on 7/27/2024 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until 100% vested.
F5: Represents vesting date for Restricted Stock Units (performance-based vesting).
F6: Restricted Stock Units do not expire; they either vest or are canceled prior to vesting date.
F7: The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2023. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock.
F8: 1-for-1
F9: The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2024. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock.
F10: The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2026. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock.
F11: 25% of the 2,238 restricted stock units granted on 3/16/2020 vested on March 1, 2021 and thereafter 6.25% of the restricted stock units will vest on each June 1, September 1, December 1, and March 1 until the award is fully vested.
F12: 25% of the 1,646 restricted stock units granted on 7/30/2020 vested on July 1, 2021 and thereafter 6.25% of the restricted stock units will vest on each October 1, December 31, April 1, and July 1 until the award is fully vested.
F13: 25% of the 1,428 restricted stock units granted on 7/29/2021 vested on July 1, 2022 and thereafter 6.25% of the restricted stock units will vest on each October 1, December 31, April 1, and July 1 until the award is fully vested.
F14: 25% of the 42,641 restricted stock units granted on 4/18/2022 vested on April 1, 2023 and thereafter 6.25% of the restricted stock units will vest on each July 1, October 1, January 1, and April 1 until the award is fully vested.
F15: 25% of the 5,539 restricted stock units granted on 7/27/2023 will vest on July 1, 2024 and thereafter 6.25% of the restricted stock units will vest on each October 1, December 31, April 1, and July 1 until the award is fully vested.
F16: Represents vesting date for Restricted Stock Unit (MSPP Purchased Award).
F17: Represents vesting date for Restricted Stock Unit (MSPP Matching Award).