McLean Kerry J's Form 4 filing
Intuit Inc. (INTU) · filed Sep 7, 2023
- Accession no.
- 0001062993-23-017811
- Filed
- Sep 7, 2023
- Trade date
- Sep 5, 2023
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not checked
This filing lists 3 non-derivative transactions and 1 derivative transaction. Open-market sales total $5.64M. 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.
| Owner | Relationship to the company |
|---|---|
| McLean Kerry JCIK 0001749067 | Officer (EVP, Gen. Counsel & Corp.Sec.) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Sep 5, 2023 | Common Stock | MOption exerciseAcquired | +10,237 | $135.35 | +$1,385,577.95 | 32,263.89 | Direct | |
| Sep 5, 2023 | Common Stock | SSaleDisposed | −8,452 | $550.88F1 | −$4,656,037.76 | 23,811.89 | Direct | |
| Sep 5, 2023 | Common Stock | SSaleDisposed | −1,785 | $551.61F2 | −$984,623.85 | 22,026.89 | Direct |
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.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Sep 5, 2023 | Common Stock | MOption exerciseDisposed | −10,237 | $0.00 | $0 | 0 | Direct |
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 $550.31 to $551.30. 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 $551.33 to $552.02. 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.