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Balazs Alex G.'s Form 4 filing

Intuit Inc. (INTU) · filed Dec 13, 2024

Accession no.
0001628280-24-051269
Filed
Dec 13, 2024
Trade date
Dec 12, 2024
Filing delay
1 day
Rule 10b5-1 plan
Not checked

This filing lists 10 non-derivative transactions and 6 derivative transactions. Open-market sales total $15.9M. It was filed 1 day 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
Balazs Alex G.CIK 0001992041Officer (EVP, Chief Technology Officer)

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 12, 2024Common StockMOption exerciseAcquired+1,436$216.64+$311,095.041,924.65Direct
Dec 12, 2024Common StockMOption exerciseAcquired+207$281.60+$58,291.22,131.65Direct
Dec 12, 2024Common StockMOption exerciseAcquired+6,680$303.94+$2,030,319.28,811.65Direct
Dec 12, 2024Common StockMOption exerciseAcquired+5,116$525.51+$2,688,509.1613,927.65Direct
Dec 12, 2024Common StockMOption exerciseAcquired+6,398$448.59+$2,870,078.8220,325.65Direct
Dec 12, 2024Common StockMOption exerciseAcquired+3,973$496.53+$1,972,713.6924,298.65Direct
Dec 12, 2024Common StockSSaleDisposed−4,820$664.82F1−$3,204,432.419,478.65Direct
Dec 12, 2024Common StockSSaleDisposed−9,158$665.80F2−$6,097,396.410,320.65Direct
Dec 12, 2024Common StockSSaleDisposed−9,452$666.68F3−$6,301,459.36868.65Direct
Dec 12, 2024Common StockSSaleDisposed−380$667.55F4−$253,669488.65Direct

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 12, 2024Common StockMOption exerciseDisposed−1,436$0.00$00Direct
Dec 12, 2024Common StockMOption exerciseDisposed−207$0.00$00Direct
Dec 12, 2024Common StockMOption exerciseDisposed−6,680$0.00$00Direct
Dec 12, 2024Common StockMOption exerciseDisposed−5,116$0.00$01,024Direct
Dec 12, 2024Common StockMOption exerciseDisposed−6,398$0.00$04,571Direct
Dec 12, 2024Common StockMOption exerciseDisposed−3,973$0.00$07,950Direct

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 $664.385 to $665.37. 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 $665.38 to $666.345. 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 $666.38 to $667.29. 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.

F4

This transaction was executed in multiple trades ranging from $667.395 to $667.70. 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.

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