McLean Kerry J's Form 4 filing
Intuit Inc. (INTU) · filed Sep 4, 2024
- Accession no.
- 0001415889-24-022845
- Filed
- Sep 4, 2024
- Trade date
- Sep 1-3, 2024
- Filing delay
- 3 days
- Rule 10b5-1 plan
- Not checked
This filing lists 5 non-derivative transactions and 2 derivative transactions. Open-market sales total $7.00M. It was filed 3 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 1, 2024 | Common Stock | MOption exerciseAcquired | +5,042 | $0.00 | $0 | 27,350.93 | Direct | |
| Sep 1, 2024 | Common Stock | FTax withholdingDisposed | −2,409.51 | $630.26 | −$1,518,617.77 | 24,941.42 | Direct | |
| Sep 3, 2024 | Common Stock | MOption exerciseAcquired | +11,079 | $216.64 | +$2,400,154.56 | 36,020.42 | Direct | |
| Sep 3, 2024 | Common Stock | SSaleDisposed | −9,687 | $631.50F1 | −$6,117,340.5 | 26,333.42 | Direct | |
| Sep 3, 2024 | Common Stock | SSaleDisposed | −1,392 | $632.40F2 | −$880,300.8 | 24,941.42 | 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 1, 2024 | Common Stock | MOption exerciseDisposed | −5,042 | $0.00 | $0 | 0 | Direct | |
| Sep 3, 2024 | Common Stock | MOption exerciseDisposed | −11,079 | $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 $631.3219 to $632.04. 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.
- F2
This transaction was executed in multiple trades ranging from $632.38 to $632.49. 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.