-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, EPiLRrjd3xZQq8r8t5v5+VSjXQX4ndjcYjoGxxVlkrKBpmcKjSP3Kp8GyYlj6Bzc usGSvG2KI5uPJPNlwuhcpQ== 0000891618-96-002073.txt : 19960919 0000891618-96-002073.hdr.sgml : 19960919 ACCESSION NUMBER: 0000891618-96-002073 CONFORMED SUBMISSION TYPE: 8-K PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 19960903 ITEM INFORMATION: Acquisition or disposition of assets ITEM INFORMATION: Financial statements and exhibits FILED AS OF DATE: 19960918 SROS: NASD FILER: 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 FILING VALUES: FORM TYPE: 8-K SEC ACT: 1934 Act SEC FILE NUMBER: 000-21180 FILM NUMBER: 96631878 BUSINESS ADDRESS: STREET 1: 2525 GARCIA AVE CITY: MOUNTAIN VIEW STATE: CA ZIP: 94043 BUSINESS PHONE: 4153220573 MAIL ADDRESS: STREET 1: PO BOX 7850 CITY: MOUNTAIN VIEW STATE: CA ZIP: 94039-7850 8-K 1 FORM 8-K 1 SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): SEPTEMBER 3, 1996 INTUIT INC. (Exact name of Registrant as specified in its charter) DELAWARE 0-21180 77-0034661 (State of incorporation) (Commission file no.). (I.R.S. employer identification no.) 2535 GARCIA AVENUE MOUNTAIN VIEW, CALIFORNIA 94043 (Address of principal executive offices, including zip code) (415) 944-6000 (Registrant's telephone number, including area code) This Report consists of 4 sequentially numbered pages, including Exhibits. The Exhibit Index appears on sequentially numbered page 4. 2 ITEM 2. ACQUISITION OR DISPOSITION OF ASSETS On September 3, 1996, Intuit Inc. (the "Company") completed the acquisition of GALT Technologies, Inc. ("GALT"), a provider of mutual fund information through its NETworth Internet site. The acquisition was initially announced in October 1995. Under the terms of the acquisition, the stockholders and option holders of GALT received a combination of shares of the Company's common stock and options to purchase shares of the Company's common stock valued at approximately $9 million as of the date of the closing. The transaction will be accounted for as a purchase transaction. The GALT acquisition is part of the Company's strategy to provide a wide array of financial information via the Internet through Quicken Financial Network, the Company's web site. ITEM 7. FINANCIAL STATEMENTS AND EXHIBITS (a) Financial Statements of GALT Technologies, Inc. The Company will file the required audited financial statements of GALT as soon as they are available, and in no event later than November 15, 1996, as permitted by Item 7(a), paragraph 4 of Form 8-K. (b) Pro Forma Financial Information The Company will file the required pro forma financial information as soon as it is available, and in no event later than November 15, 1996, as permitted by Item 7(b), paragraph 2 of Form 8-K. (c) Exhibits 2.01 Agreement and Plan of Reorganization dated as of October 24, 1995 by and between the Company and GALT, as amended by Amendment No. 1 dated November 3, 1995 and Amendment No. 2 dated January 7, 1996 2.02 Agreement of Merger dated as of September 3, 1996 by and between the Company, Intuit Merger Sub, Inc. and GALT 2.03 Noncompetition Agreements dated as of October 24, 1995 between the Company and certain former GALT shareholders 2.04 GALT Affiliates Agreements dated as of October 24, 1995 between the Company and affiliates of GALT 3 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. INTUIT INC. Date: September 18, 1996 /s/ JAMES J. HEEGER James J. Heeger Senior Vice President and Chief Financial Officer 4 INTUIT INC. FORM 8-K - FILED SEPTEMBER 18, 1996 EXHIBIT INDEX
Page Exhibit Number Description 2.01* Agreement and Plan of Reorganization dated as of October 24, 1995 by and between the Company and GALT, as amended by Amendment No. 1 dated November 3, 1995 and Amendment No. 2 dated January 7, 1996 2.02* Agreement of Merger dated as of September 3, 1996 by and between the Company, Intuit Merger Sub, Inc. and GALT 2.03* Noncompetition Agreements dated as of October 24, 1995 between the Company and certain former GALT shareholders 2.04* GALT Affiliates Agreements dated as of October 24, 1995 between the Company and affiliates of GALT
- ------------------- * To be filed by amendment
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