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Notarainni Mark P.'s Form 4 filing

Intuit Inc. (INTU) · filed Aug 30, 2023

Accession no.
0001062993-23-017294
Filed
Aug 30, 2023
Trade date
Aug 28, 2023
Filing delay
2 days
Rule 10b5-1 plan
Checked

This filing lists 27 non-derivative transactions and 3 derivative transactions. Open-market sales total $4.07M. It was filed 2 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Notarainni Mark P.CIK 0001987167Officer (EVP, Consumer Group)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Aug 28, 2023Common StockSSaleDisposed−50$514.52F1−$25,7261,907Direct
Aug 28, 2023Common StockSSaleDisposed−70$515.45F2−$36,081.51,837Direct
Aug 28, 2023Common StockSSaleDisposed−143$517.11F3−$73,946.731,694Direct
Aug 28, 2023Common StockSSaleDisposed−220$518.19F4−$114,001.81,474Direct
Aug 28, 2023Common StockSSaleDisposed−330$519.19F5−$171,332.71,144Direct
Aug 28, 2023Common StockSSaleDisposed−160$520.37F6−$83,259.2984Direct
Aug 28, 2023Common StockMOption exerciseAcquired+616$216.64+$133,450.241,600Direct
Aug 28, 2023Common StockSSaleDisposed−40$514.96F7−$20,598.41,560Direct
Aug 28, 2023Common StockSSaleDisposed−86$516.25F8−$44,397.51,474Direct
Aug 28, 2023Common StockSSaleDisposed−180$517.97F9−$93,234.61,294Direct
Aug 28, 2023Common StockSSaleDisposed−170$518.91F10−$88,214.71,124Direct
Aug 28, 2023Common StockSSaleDisposed−140$520.01F11−$72,801.4984Direct
Aug 28, 2023Common StockMOption exerciseAcquired+5,007$281.60+$1,409,971.25,991Direct
Aug 28, 2023Common StockSSaleDisposed−300$514.48F12−$154,3445,691Direct
Aug 28, 2023Common StockSSaleDisposed−260$515.51F13−$134,032.65,431Direct
Aug 28, 2023Common StockSSaleDisposed−591$516.59F14−$305,304.694,840Direct
Aug 28, 2023Common StockSSaleDisposed−2,040$518.38F15−$1,057,495.22,800Direct
Aug 28, 2023Common StockSSaleDisposed−1,416$519.62F16−$735,781.921,384Direct
Aug 28, 2023Common StockSSaleDisposed−400$520.51F17−$208,204984Direct
Aug 28, 2023Common StockMOption exerciseAcquired+1,253$303.94+$380,836.822,237Direct
Aug 28, 2023Common StockSSaleDisposed−50$514.47F18−$25,723.52,187Direct
Aug 28, 2023Common StockSSaleDisposed−70$515.46F19−$36,082.22,117Direct
Aug 28, 2023Common StockSSaleDisposed−189$516.64F20−$97,644.961,928Direct
Aug 28, 2023Common StockSSaleDisposed−460$518.39F21−$238,459.41,468Direct
Aug 28, 2023Common StockSSaleDisposed−238$519.18F22−$123,564.841,230Direct
Aug 28, 2023Common StockSSaleDisposed−226$520.13F23−$117,549.381,004Direct
Aug 28, 2023Common StockSSaleDisposed−20$520.93−$10,418.6984Direct

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Aug 28, 2023Common StockMOption exerciseDisposed−616$0.00$00Direct
Aug 28, 2023Common StockMOption exerciseDisposed−5,007$0.00$00Direct
Aug 28, 2023Common StockMOption exerciseDisposed−1,253$0.00$09,810Direct

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F1

This transaction was executed in multiple trades ranging from $513.96 to $514.92. 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.

Referenced by the price of 1 transaction in Table I.

F2

This transaction was executed in multiple trades ranging from $515.15 to $515.88. 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.

Referenced by the price of 1 transaction in Table I.

F3

This transaction was executed in multiple trades ranging from $516.63 to $517.46. 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.

Referenced by the price of 1 transaction in Table I.

F4

This transaction was executed in multiple trades ranging from $517.69 to $518.67. 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.

Referenced by the price of 1 transaction in Table I.

F5

This transaction was executed in multiple trades ranging from $518.70 to $519.69. 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.

Referenced by the price of 1 transaction in Table I.

F6

This transaction was executed in multiple trades ranging from $520 to $520.98. 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.

Referenced by the price of 1 transaction in Table I.

F7

This transaction was executed in multiple trades ranging from $514.51 to $515.35. 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.

Referenced by the price of 1 transaction in Table I.

F8

This transaction was executed in multiple trades ranging from $515.88 to $516.72. 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.

Referenced by the price of 1 transaction in Table I.

F9

This transaction was executed in multiple trades ranging from $517.40 to $518.26. 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.

Referenced by the price of 1 transaction in Table I.

F10

This transaction was executed in multiple trades ranging from $518.46 to $519.23. 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.

Referenced by the price of 1 transaction in Table I.

F11

This transaction was executed in multiple trades ranging from $519.56 to $520.41. 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.

Referenced by the price of 1 transaction in Table I.

F12

This transaction was executed in multiple trades ranging from $513.94 to $514.94. 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.

Referenced by the price of 1 transaction in Table I.

F13

This transaction was executed in multiple trades ranging from $515.10 to $516.06. 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.

Referenced by the price of 1 transaction in Table I.

F14

This transaction was executed in multiple trades ranging from $516.405 to $516.82. 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.

Referenced by the price of 1 transaction in Table I.

F15

This transaction was executed in multiple trades ranging from $517.81 to $518.74. 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.

Referenced by the price of 1 transaction in Table I.

F16

This transaction was executed in multiple trades ranging from $519.05 to $520. 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.

Referenced by the price of 1 transaction in Table I.

F17

This transaction was executed in multiple trades ranging from $520.22 to $521.11. 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.

Referenced by the price of 1 transaction in Table I.

F18

This transaction was executed in multiple trades ranging from $513.93 to $514.88. 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.

Referenced by the price of 1 transaction in Table I.

F19

This transaction was executed in multiple trades ranging from $515.12 to $516.04. 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.

Referenced by the price of 1 transaction in Table I.

F20

This transaction was executed in multiple trades ranging from $516.51 to $516.82. 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.

Referenced by the price of 1 transaction in Table I.

F21

This transaction was executed in multiple trades ranging from $517.81 to $518.69. 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.

Referenced by the price of 1 transaction in Table I.

F22

This transaction was executed in multiple trades ranging from $518.84 to $519.79. 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.

Referenced by the price of 1 transaction in Table I.

F23

This transaction was executed in multiple trades ranging from $519.85 to $520.47. 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.

Referenced by the price of 1 transaction in Table I.

Remarks

Transactions effected pursuant to a 10b5-1 trading plan adopted by the reporting person on July 10, 2023.

Read the full filing on SEC EDGAR (opens in a new tab)