Fennell Laura A's Form 4 filing
Intuit Inc. (INTU) · filed Jan 9, 2024
- Accession no.
- 0001062993-24-000717
- Filed
- Jan 9, 2024
- Trade date
- Jan 5-8, 2024
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not checked
This filing lists 12 non-derivative transactions and 2 derivative transactions. Open-market sales total $17.6M. It was filed 4 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 |
|---|---|
| Fennell Laura ACIK 0001286631 | Officer (EVP, People and Places) |
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 |
|---|---|---|---|---|---|---|---|---|
| Jan 5, 2024 | Common Stock | MOption exerciseAcquired | +14,771 | $216.64 | +$3,199,989.44 | 64,800.61 | Direct | |
| Jan 5, 2024 | Common Stock | SSaleDisposed | −5,298 | $587.90F1 | −$3,114,694.2 | 59,502.61 | Direct | |
| Jan 5, 2024 | Common Stock | SSaleDisposed | −656 | $588.76F2 | −$386,226.56 | 58,846.61 | Direct | |
| Jan 5, 2024 | Common Stock | SSaleDisposed | −7,817 | $590.61F3 | −$4,616,798.37 | 51,029.61 | Direct | |
| Jan 5, 2024 | Common Stock | SSaleDisposed | −1,000 | $591.19F4 | −$591,190 | 50,029.61 | Direct | |
| Jan 8, 2024 | Common Stock | MOption exerciseAcquired | +14,772 | $216.64 | +$3,200,206.08 | 64,801.61 | Direct | |
| Jan 8, 2024 | Common Stock | SSaleDisposed | −1,902 | $595.14F5 | −$1,131,956.28 | 62,899.61 | Direct | |
| Jan 8, 2024 | Common Stock | SSaleDisposed | −1,736 | $596.03F6 | −$1,034,708.08 | 61,163.61 | Direct | |
| Jan 8, 2024 | Common Stock | SSaleDisposed | −2,046 | $597.03F7 | −$1,221,523.38 | 59,117.61 | Direct | |
| Jan 8, 2024 | Common Stock | SSaleDisposed | −500 | $598.01F8 | −$299,005 | 58,617.61 | Direct | |
| Jan 8, 2024 | Common Stock | SSaleDisposed | −360 | $599.02F9 | −$215,647.2 | 58,257.61 | Direct | |
| Jan 8, 2024 | Common Stock | SSaleDisposed | −8,228 | $600.20F10 | −$4,938,445.6 | 50,029.61 | 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 |
|---|---|---|---|---|---|---|---|---|
| Jan 5, 2024 | Common Stock | MOption exerciseDisposed | −14,771 | $0.00 | $0 | 14,772 | Direct | |
| Jan 8, 2024 | Common Stock | MOption exerciseDisposed | −14,772 | $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 $587.52 to $588.51. 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 $588.535 to $588.87. 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 $590.03 to $591.00. 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 $591.10 to $591.36. 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 $594.59 to $595.58. 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 $595.59 to $596.53. 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 $596.59 to $597.40. 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.
- F8
This transaction was executed in multiple trades ranging from $597.74 to $598.34. 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 $598.74 to $599.56. 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 $600.18 to $600.22. 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.