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Goodarzi Sasan K's Form 4 filing

Intuit Inc. (INTU) · filed Dec 8, 2023

Accession no.
0001062993-23-022248
Filed
Dec 8, 2023
Trade date
Dec 6, 2023
Filing delay
2 days
Rule 10b5-1 plan
Checked

This filing lists 20 non-derivative transactions and 1 derivative transaction. Open-market sales total $53.3M. 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
Goodarzi Sasan KCIK 0001412321Director, Officer (CEO, President, and Director)

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
Dec 6, 2023Common StockMOption exerciseAcquired+78,170$135.35+$10,580,309.5158,965Direct
Dec 6, 2023Common StockSSaleDisposed−10,521$566.28F1−$5,957,831.88148,444Direct
Dec 6, 2023Common StockSSaleDisposed−17,742$567.35F2−$10,065,923.7130,702Direct
Dec 6, 2023Common StockSSaleDisposed−13,082$568.26F3−$7,433,977.32117,620Direct
Dec 6, 2023Common StockSSaleDisposed−10,760$569.27F4−$6,125,345.2106,860Direct
Dec 6, 2023Common StockSSaleDisposed−12,181$570.20F5−$6,945,606.294,679Direct
Dec 6, 2023Common StockSSaleDisposed−3,064$571.20F6−$1,750,156.891,615Direct
Dec 6, 2023Common StockSSaleDisposed−2,400$572.16F7−$1,373,18489,215Direct
Dec 6, 2023Common StockSSaleDisposed−6,928$573.06F8−$3,970,159.6882,287Direct
Dec 6, 2023Common StockSSaleDisposed−300$574.05−$172,21581,987Direct
Dec 6, 2023Common StockSSaleDisposed−1,192$575.35F9−$685,817.280,795Direct
Dec 6, 2023Common StockSSaleDisposed−2,427$566.42F10−$1,374,701.3478,368Direct
Dec 6, 2023Common StockSSaleDisposed−4,446$567.59F11−$2,523,505.1473,922Direct
Dec 6, 2023Common StockSSaleDisposed−2,002$568.66F12−$1,138,457.3271,920Direct
Dec 6, 2023Common StockSSaleDisposed−2,700$569.66F13−$1,538,08269,220Direct
Dec 6, 2023Common StockSSaleDisposed−1,800$570.63F14−$1,027,13467,420Direct
Dec 6, 2023Common StockSSaleDisposed−400$571.94F15−$228,77667,020Direct
Dec 6, 2023Common StockSSaleDisposed−1,300$573.09F16−$745,01765,720Direct
Dec 6, 2023Common StockSSaleDisposed−100$574.05−$57,40565,620Direct
Dec 6, 2023Common StockSSaleDisposed−296$575.48F17−$170,342.0865,324Direct

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
Dec 6, 2023Common StockMOption exerciseDisposed−78,170$0.00$00Direct

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 $565.76 to $566.67. 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.

F2

This transaction was executed in multiple trades ranging from $566.7647 to $567.73. 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 $567.7647 to $568.76. 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 $568.77 to $569.76. 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 $569.77 to $570.70. 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 $570.77 to $571.76. 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 $571.77 to $572.6309. 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 $572.77 to $573.27. 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 $575.11 to $575.40. 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 $566.03 to $567. 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 $567.11 to $568.10. 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 $568.17 to $569.14. 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 $569.22 to $570.15. 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 $570.26 to $571.07. 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 $571.42 to $572.29. 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 $572.52 to $573.31. 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 $575.40 to $575.64. 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

All reported transactions effected pursuant to a 10b5-1 trading plan adopted by the reporting person on 9/8/2023.

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