SC 13G/A: Schedule filed to report acquisition of beneficial ownership of 5% or more of a class of equity securities by passive investors and certain institutions
Published on February 12, 2007
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SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, DC 20549
SCHEDULE 13G
(RULE 13d-102)
INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT
TO RULES 13d-1(b) (c), AND (d) AND AMENDMENTS THERETO FILED
PURSUANT TO RULE 13d-2(b)
(AMENDMENT NO. 1)*
Intuit Inc.
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(Name of Issuer)
COMMON STOCK
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(Title of Class of Securities)
461202103
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(CUSIP Number)
December 31, 2006
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(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule
is filed:
[X] Rule 13d-1(b)
[_] Rule 13d-1(c)
[_] Rule 13d-1(d)
__________________
* The remainder of this cover page shall be filled out for a
reporting person's initial filing on this form with respect to the subject class
of securities, and for any subsequent amendment containing information which
would alter the disclosures provided in a prior cover page.
The information required in the remainder of this cover page shall not
be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange
Act of 1934 or otherwise subject to the liabilities of that section of the Act
but shall be subject to all other provisions of the Act (however, SEE the
NOTES).
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CUSIP NO. 461202103 SCHEDULE 13G PAGE 2 OF 7 PAGES
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1. NAMES OF REPORTING PERSONS.
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY).
General Electric Pension Trust
I.R.S. # 14-6015763
- ----- --------------------------------------------------------------------------
2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [_]
(b) [X]
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3. SEC USE ONLY
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4. CITIZENSHIP OR PLACE OF ORGANIZATION
State of New York
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5. SOLE VOTING POWER
None
NUMBER OF ----- -------------------------------------------------
SHARES 6. SHARED VOTING POWER
BENEFICIALLY
OWNED BY 2,302,495
EACH ----- -------------------------------------------------
REPORTING 7. SOLE DISPOSITIVE POWER
PERSON
WITH None
----- -------------------------------------------------
8. SHARED DISPOSITIVE POWER
2,302,495
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9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
2,302,495
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10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_]
- ----- --------------------------------------------------------------------------
11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
0.07% (2.71% if aggregated with the shares beneficially owned by the other
Reporting Persons (as defined in the Introductory Note))**
- ----- --------------------------------------------------------------------------
12. TYPE OF REPORTING PERSON*
EP
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*SEE INSTRUCTIONS BEFORE FILLING OUT!
** This percentage is based on 348,655,929 shares of Common Stock outstanding
as of November 22, 2006, as set forth in the Issuer's Form 10-Q for the
quarterly period ended October 31, 2006.
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CUSIP NO. 461202103 SCHEDULE 13G PAGE 3 OF 7 PAGES
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1. NAMES OF REPORTING PERSONS.
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY).
GE Asset Management Incorporated, as Investment Manager of GEPT (as
defined below) and as Investment Adviser to certain other entities and
accounts
I.R.S. #06-1238874
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2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [_]
(b) [X]
- ----- --------------------------------------------------------------------------
3. SEC USE ONLY
- ----- --------------------------------------------------------------------------
4. CITIZENSHIP OR PLACE OF ORGANIZATION
State of Delaware
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5. SOLE VOTING POWER
7,152,151
NUMBER OF ----- -------------------------------------------------
SHARES 6. SHARED VOTING POWER
BENEFICIALLY
OWNED BY 2,302,495
EACH ----- -------------------------------------------------
REPORTING 7. SOLE DISPOSITIVE POWER
PERSON
WITH 7,152,151
----- -------------------------------------------------
8. SHARED DISPOSITIVE POWER
2,302,495
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9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
9,454,646
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10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [_]
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11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
2.71%**
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12. TYPE OF REPORTING PERSON*
IA, CO
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*SEE INSTRUCTIONS BEFORE FILLING OUT!
** This percentage is based on 348,655,929 shares of Common Stock outstanding
as of November 22, 2006, as set forth in the Issuer's Form 10-Q for the
quarterly period ended October 31, 2006.
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CUSIP NO. 461202103 SCHEDULE 13G PAGE 4 OF 7 PAGES
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1. NAMES OF REPORTING PERSONS.
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY).
General Electric Company
I.R.S. #14-0689340
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2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [_]
(b) [X]
- ----- --------------------------------------------------------------------------
3. SEC USE ONLY
- ----- --------------------------------------------------------------------------
4. CITIZENSHIP OR PLACE OF ORGANIZATION
State of New York
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5. SOLE VOTING POWER
None
NUMBER OF ----- -------------------------------------------------
SHARES 6. SHARED VOTING POWER
BENEFICIALLY
OWNED BY Disclaimed (see 9 below)
EACH ----- -------------------------------------------------
REPORTING 7. SOLE DISPOSITIVE POWER
PERSON
WITH None
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8. SHARED DISPOSITIVE POWER
Disclaimed (see 9 below)
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9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
Beneficial ownership of all shares disclaimed by General Electric Company
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10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
[X] Disclaimed (see 9 above)
- ----- --------------------------------------------------------------------------
11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
Not Applicable (see 9 above)
- ----- --------------------------------------------------------------------------
12. TYPE OF REPORTING PERSON*
CO
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*SEE INSTRUCTIONS BEFORE FILLING OUT!
INTRODUCTORY NOTE: This Amendment No. 1 amends the Statement on Schedule 13G
filed on behalf of General Electric Company, a New York corporation ("GE"), GE
Asset Management Incorporated, a Delaware corporation and a wholly owned
subsidiary of GE ("GEAM"), and General Electric Pension Trust, a New York common
law trust ("GEPT") on February 14, 2006 (the "Schedule 13G"). This Amendment No.
1 is filed on behalf of GE, GEAM and GEPT (collectively, the "Reporting
Persons"). GEAM is a registered investment adviser and acts as Investment
Manager of GEPT and as Investment Adviser to certain other entities and
accounts. GEAM may be deemed to be the beneficial owner of 2,302,495 shares of
Common Stock of Intuit Inc. (the "Issuer") owned by GEPT and of 7,152,151 shares
of Common Stock of the Issuer owned by such other entities and accounts. GEAM
and GEPT each expressly disclaim that they are members of a "group." GE
disclaims beneficial ownership of all shares and expressly disclaims that it is
a member of a "group."
The Items of the Schedule 13G are hereby amended to read as follows:
Item 4 Ownership
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GEPT GEAM GE
(a) Amount beneficially owned 2,302,495 9,454,646 Disclaimed
(b) Percent of class .07% 2.71% Disclaimed
(c) No. of shares to which person has
(i) sole power to vote or direct
the vote None 7,152,151 None
(ii) shared power to vote or direct
the vote 2,302,495 2,302,495 Disclaimed
(iii) sole power to dispose or to
direct disposition None 7,152,151 None
(iv) shared power to dispose or to
direct disposition 2,302,495 2,302,495 Disclaimed
Item 5 Ownership of Five Percent or Less of a Class
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If this statement is being filed to report the fact that as of
the date hereof the reporting person has ceased to be the
beneficial owner of more than five percent of the class of
securities, check the following:
[X]
Item 10 Certification
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By signing below I certify that, to the best of my knowledge
and belief, the securities referred to above were acquired and
are held in the ordinary course of business and were not
acquired and are not held for the purpose of or with the
effect of changing or influencing the control of the issuer of
the securities and were not acquired and are not held in
connection with or as a participant in any transaction having
that purpose or effect.
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SIGNATURE
After reasonable inquiry and to the best of my knowledge and
belief, I certify that the information set forth in this statement is true,
complete and correct.
Dated: February 12, 2007
GENERAL ELECTRIC PENSION TRUST
By: GE Asset Management Incorporated,
its Investment Manager
By: /s/ Michael M. Pastore
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Name: Michael M. Pastore
Title: Vice President
GE ASSET MANAGEMENT INCORPORATED
By: /s/ Michael M. Pastore
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Name: Michael M. Pastore
Title: Vice President
GENERAL ELECTRIC COMPANY
By: /s/ Ronald R. Pressman
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Name: Ronald R. Pressman
Title: Senior Vice President
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SCHEDULE I
JOINT FILING AGREEMENT
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This will confirm the agreement by and between all the undersigned that the
Schedule 13G on or about this date and any amendments thereto with respect to
the beneficial ownership by the undersigned of shares of the Common Stock of
Intuit Inc. is being filed on behalf of each of the undersigned.
Dated: February 12, 2007
GENERAL ELECTRIC PENSION TRUST
By: GE Asset Management Incorporated,
its Investment Manager
By: /s/ Michael M. Pastore
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Name: Michael M. Pastore
Title: Vice President
GE ASSET MANAGEMENT INCORPORATED
By: /s/ Michael M. Pastore
---------------------------------
Name: Michael M. Pastore
Title: Vice President
GENERAL ELECTRIC COMPANY
By: /s/ Ronald R. Pressman
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Name: Ronald R. Pressman
Title: Senior Vice President
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