4: Statement of changes in beneficial ownership of securities
Published on June 12, 2024
| FORM 4 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIPFiled pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investment Company Act of 1940 |
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| Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b). | ||||||||||||||||
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Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10. | |||||||||||||||
1. Name and Address of Reporting Person*
(Street)
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2. Issuer Name and Ticker or Trading Symbol
INTUIT INC. [ INTU ] |
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
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3. Date of Earliest Transaction
(Month/Day/Year) 06/10/2024 | ||||||||||||||||||||||||||
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4. If Amendment, Date of Original Filed
(Month/Day/Year) |
6. Individual or Joint/Group Filing (Check Applicable Line)
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| 1. Title of Security (Instr. 3) | 2. Transaction Date (Month/Day/Year) | 2A. Deemed Execution Date, if any (Month/Day/Year) | 3. Transaction Code (Instr. 8) | 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) | 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) | 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) | 7. Nature of Indirect Beneficial Ownership (Instr. 4) | |||
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| Code | V | Amount | (A) or (D) | Price | ||||||
| Common Stock | 06/10/2024 | S(1) | 10,378 | D | $566.3934(2) | 6,691,343 | I | By Trusts(3) | ||
| Common Stock | 06/10/2024 | S(1) | 41,839 | D | $567.3489(4) | 6,649,504 | I | By Trusts(3) | ||
| Common Stock | 06/10/2024 | S(1) | 13,574 | D | $568.223(5) | 6,635,930 | I | By Trusts(3) | ||
| Common Stock | 06/10/2024 | S(1) | 3,700 | D | $569.5179(6) | 6,632,230 | I | By Trusts(3) | ||
| Common Stock | 06/10/2024 | S(1) | 2,509 | D | $570.4992(7) | 6,629,721 | I | By Trusts(3) | ||
| Common Stock | 06/10/2024 | S(1) | 3,000 | D | $571.388(8) | 6,626,721 | I | By Trusts(3) | ||
| Common Stock | 06/11/2024 | S(1) | 1,900 | D | $563.1006(9) | 6,624,821 | I | By Trusts(3) | ||
| Common Stock | 06/11/2024 | S(1) | 4,470 | D | $564.1998(10) | 6,620,351 | I | By Trusts(3) | ||
| Common Stock | 06/11/2024 | S(1) | 8,746 | D | $565.2167(11) | 6,611,605 | I | By Trusts(3) | ||
| Common Stock | 06/11/2024 | S(1) | 31,557 | D | $566.4575(12) | 6,580,048 | I | By Trusts(3) | ||
| Common Stock | 06/11/2024 | S(1) | 15,517 | D | $567.1159(13) | 6,564,531 | I | By Trusts(3) | ||
| Common Stock | 06/11/2024 | S(1) | 9,210 | D | $568.1388(14) | 6,555,321 | I | By Trusts(3) | ||
| Common Stock | 06/11/2024 | S(1) | 3,600 | D | $568.9734(15) | 6,551,721 | I | By Trusts(3) | ||
| Common Stock | 06/12/2024 | S(1) | 500 | D | $579.776(16) | 6,551,221 | I | By Trusts(3) | ||
| Common Stock | 06/12/2024 | S(1) | 100 | D | $582.04 | 6,551,121 | I | By Trusts(3) | ||
| Common Stock | 06/12/2024 | S(1) | 200 | D | $585.785(17) | 6,550,921 | I | By Trusts(3) | ||
| Common Stock | 06/12/2024 | S(1) | 3,200 | D | $590.1841(18) | 6,547,721 | I | By Trusts(3) | ||
| Common Stock | 06/12/2024 | S(1) | 3,008 | D | $591.1588(19) | 6,544,713 | I | By Trusts(3) | ||
| Common Stock | 06/12/2024 | S(1) | 8,345 | D | $592.1746(20) | 6,536,368 | I | By Trusts(3) | ||
| Common Stock | 06/12/2024 | S(1) | 3,219 | D | $593.1872(21) | 6,533,149 | I | By Trusts(3) | ||
| Common Stock | 06/12/2024 | S(1) | 1,100 | D | $594.2427(22) | 6,532,049 | I | By Trusts(3) | ||
| Common Stock | 06/12/2024 | S(1) | 2,426 | D | $595.393(23) | 6,529,623 | I | By Trusts(3) | ||
| Common Stock | 06/12/2024 | S(1) | 1,666 | D | $596.2488(24) | 6,527,957 | I | By Trusts(3) | ||
| Common Stock | 06/12/2024 | S(1) | 900 | D | $597.493(25) | 6,527,057 | I | By Trusts(3) | ||
| Common Stock | 06/12/2024 | S(1) | 1,414 | D | $598.8301(26) | 6,525,643 | I | By Trusts(3) | ||
| Common Stock | 06/12/2024 | S(1) | 431 | D | $599.7921(27) | 6,525,212 | I | By Trusts(3) | ||
| Common Stock | 06/12/2024 | S(1) | 700 | D | $601.1657(28) | 6,524,512 | I | By Trusts(3) | ||
| Common Stock | 06/12/2024 | S(1) | 100 | D | $602.2 | 6,524,412 | I | By Trusts(3) | ||
| Common Stock | 250,000 | I | By Trust(29) | |||||||
| 1. Title of Derivative Security (Instr. 3) | 2. Conversion or Exercise Price of Derivative Security | 3. Transaction Date (Month/Day/Year) | 3A. Deemed Execution Date, if any (Month/Day/Year) | 4. Transaction Code (Instr. 8) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) | 6. Date Exercisable and Expiration Date (Month/Day/Year) | 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) | 8. Price of Derivative Security (Instr. 5) | 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) | 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) | 11. Nature of Indirect Beneficial Ownership (Instr. 4) | ||||
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| Code | V | (A) | (D) | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | ||||||||
| Explanation of Responses: |
| 1. The transactions reported on this Form 4 were effected by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 26, 2023. |
| 2. This transaction was executed in multiple trades ranging from $565.82 to $566.815. 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. |
| 3. Shares held in trusts as follows: 43,868 shares are held by the Scott D. Cook and Helen Signe Ostby 1994 Charitable Trust UTA 12/30/94, 250,000 shares are held by the Scott D. Cook 2023 GRAT, and the remaining shares are held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93. The reporting person is a trustee or beneficiary of each of these trusts. |
| 4. This transaction was executed in multiple trades ranging from $566.84 to $567.83. 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. |
| 5. This transaction was executed in multiple trades ranging from $567.85 to $568.81. 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. |
| 6. This transaction was executed in multiple trades ranging from $568.95 to $569.93. 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. |
| 7. This transaction was executed in multiple trades ranging from $569.97 to $570.92. 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. |
| 8. This transaction was executed in multiple trades ranging from $570.99 to $571.86. 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. |
| 9. This transaction was executed in multiple trades ranging from $562.59 to $563.57. 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. |
| 10. This transaction was executed in multiple trades ranging from $563.70 to $564.66. 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. |
| 11. This transaction was executed in multiple trades ranging from $564.73 to $565.72. 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. |
| 12. This transaction was executed in multiple trades ranging from $565.73 to $566.72. 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. |
| 13. This transaction was executed in multiple trades ranging from $566.73 to $567.72. 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. |
| 14. This transaction was executed in multiple trades ranging from $567.73 to $568.72. 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. |
| 15. This transaction was executed in multiple trades ranging from $568.74 to $569.25. 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. |
| 16. This transaction was executed in multiple trades ranging from $579.44 to $580.00. 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. |
| 17. This transaction was executed in multiple trades ranging from $585.30 to $586.27. 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. |
| 18. This transaction was executed in multiple trades ranging from $589.62 to $590.58. 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. |
| 19. This transaction was executed in multiple trades ranging from $590.62 to $591.56. 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. |
| 20. This transaction was executed in multiple trades ranging from $591.66 to $592.60. 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. |
| 21. This transaction was executed in multiple trades ranging from $592.69 to $593.67. 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. |
| 22. This transaction was executed in multiple trades ranging from $593.86 to $594.74. 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. |
| 23. This transaction was executed in multiple trades ranging from $594.90 to $595.89. 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. |
| 24. This transaction was executed in multiple trades ranging from $595.93 to $596.69. 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. |
| 25. This transaction was executed in multiple trades ranging from $596.96 to $597.90. 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. |
| 26. This transaction was executed in multiple trades ranging from $598.30 to $599.22. 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. |
| 27. This transaction was executed in multiple trades ranging from $599.45 to $600.23. 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. |
| 28. This transaction was executed in multiple trades ranging from $600.85 to $601.84. 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. |
| 29. Shares held by a Trust of which an immediate family member of Mr. Cook is a beneficiary. |
| /s/ Erick Rivero, by power-of-attorney | 06/12/2024 | |
| ** Signature of Reporting Person | Date |
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.