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Goodarzi Sasan K's Form 4 filing

Intuit Inc. (INTU) · filed Jan 2, 2025

Accession no.
0001628280-25-000067
Filed
Jan 2, 2025
Trade date
Dec 30-31, 2024
Filing delay
3 days
Rule 10b5-1 plan
Checked

This filing lists 18 non-derivative transactions and 7 derivative transactions. Open-market sales total $47.4M. 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.

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 30, 2024Common StockSSaleDisposed−300$633.96−$190,18835,776.3Indirect
Dec 31, 2024Common StockMOption exerciseAcquired+40,534$216.64+$8,781,285.7676,310.3Indirect
Dec 31, 2024Common StockSSaleDisposed−1,900$629.25F3−$1,195,57574,410.3Indirect
Dec 31, 2024Common StockSSaleDisposed−6,003$630.01F4−$3,781,950.0368,407.3Indirect
Dec 31, 2024Common StockSSaleDisposed−10,419$631.20F5−$6,576,472.857,988.3Indirect
Dec 31, 2024Common StockSSaleDisposed−22,212$631.95F6−$14,036,873.435,776.3Indirect
Dec 31, 2024Common StockMOption exerciseAcquired+34,466$281.60+$9,705,625.670,242.3Indirect
Dec 31, 2024Common StockSSaleDisposed−3,523$627.29F7−$2,209,942.6766,719.3Indirect
Dec 31, 2024Common StockSSaleDisposed−17,844$628.21F8−$11,209,779.2448,875.3Indirect
Dec 31, 2024Common StockSSaleDisposed−7,147$628.93F9−$4,494,962.7141,728.3Indirect
Dec 31, 2024Common StockSSaleDisposed−5,367$630.26F10−$3,382,605.4236,361.3Indirect
Dec 31, 2024Common StockSSaleDisposed−585$630.71F11−$368,965.3535,776.3Indirect
Dec 31, 2024Common StockMOption exerciseAcquired+933$0.00$036,709.3Indirect
Dec 31, 2024Common StockMOption exerciseAcquired+683.47$0.00$037,392.77Indirect
Dec 31, 2024Common StockMOption exerciseAcquired+887.56$0.00$038,280.33Indirect
Dec 31, 2024Common StockMOption exerciseAcquired+1,568.78$0.00$039,849.11Indirect
Dec 31, 2024Common StockMOption exerciseAcquired+76.93$0.00$039,926.04Indirect
Dec 31, 2024Common StockFTax withholdingDisposed−2,057.16$628.50−$1,292,925.0637,868.88Indirect

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 31, 2024Common StockMOption exerciseDisposed−933$0.00$01,866Direct
Dec 31, 2024Common StockMOption exerciseDisposed−683.47$0.00$03,980.06Direct
Dec 31, 2024Common StockMOption exerciseDisposed−887.56$0.00$08,723.88Direct
Dec 31, 2024Common StockMOption exerciseDisposed−1,568.78$0.00$011,091.49Direct
Dec 31, 2024Common StockMOption exerciseDisposed−76.93$0.00$013,734.07Direct
Dec 31, 2024Common StockMOption exerciseDisposed−40,534$0.00$00Direct
Dec 31, 2024Common StockMOption exerciseDisposed−34,466$0.00$026,562Direct

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.

F3

This transaction was executed in multiple trades ranging from $628.54 to $629.53. 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.

F4

This transaction was executed in multiple trades ranging from $629.56 to $630.43. 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 $630.63 to $631.58. 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 $631.66 to $632.56. 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.

F7

This transaction was executed in multiple trades ranging from $626.64 to $627.63. 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 $627.68 to $628.67. 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.

F9

This transaction was executed in multiple trades ranging from $628.68 to $629.66. 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 $629.68 to $630.65. 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 $630.69 to $630.9089. 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)