0001062993-23-015520.txt : 20230731 0001062993-23-015520.hdr.sgml : 20230731 20230731195750 ACCESSION NUMBER: 0001062993-23-015520 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230727 FILED AS OF DATE: 20230731 DATE AS OF CHANGE: 20230731 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: McLean Kerry J CENTRAL INDEX KEY: 0001749067 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-21180 FILM NUMBER: 231129138 MAIL ADDRESS: STREET 1: C/O INTUIT INC. STREET 2: 2700 COAST AVENUE CITY: MOUNTAIN VIEW STATE: CA ZIP: 94043 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: INTUIT INC. CENTRAL INDEX KEY: 0000896878 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] IRS NUMBER: 770034661 STATE OF INCORPORATION: DE FISCAL YEAR END: 0731 BUSINESS ADDRESS: STREET 1: 2700 COAST AVENUE CITY: MOUNTAIN VIEW STATE: CA ZIP: 94043 BUSINESS PHONE: 650-944-6000 MAIL ADDRESS: STREET 1: P.O. BOX 7850 CITY: MOUNTAIN VIEW STATE: CA ZIP: 94039-7850 FORMER COMPANY: FORMER CONFORMED NAME: INTUIT INC DATE OF NAME CHANGE: 19930204 4 1 form4.xml STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES X0508 4 2023-07-27 0000896878 INTUIT INC. INTU 0001749067 McLean Kerry J C/O INTUIT INC. 2700 COAST AVENUE MOUNTAIN VIEW CA 94043 0 1 0 0 EVP, Gen. Counsel & Corp.Sec. 0 Non-Qualified Stock Options (right to buy) 496.53 2023-07-27 4 A 0 12775 0 A 2030-07-26 Common Stock 12775 12775 D Restricted Stock Units 2023-07-27 4 A 0 3777 0 A Common Stock 3777 3777 D Restricted Stock Units (performance-based vesting) 2023-07-27 4 A 0 7964 0 A 2026-09-01 Common Stock 7964 7964 D 25% of the stock options granted will vest on 7/27/2024 and thereafter 2 1/12% of the stock options will vest on each monthly anniversary such that the grant is fully vested on the 4th anniversary of the grant date. Dividend equivalent rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. 1-for-1 12.5% of the restricted stock units will vest on 12/31/2023; thereafter 6.25% of the restricted stock units will vest on each April 1, July 1, October 1, and December 31, until the award is fully vested. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2026. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock. Represents vesting date for Restricted Stock Units (performance-based vesting). /s/ Erick Rivero, by power-of-attorney 2023-07-31