0000896878-17-000097.txt : 20170724 0000896878-17-000097.hdr.sgml : 20170724 20170724194636 ACCESSION NUMBER: 0000896878-17-000097 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20170720 FILED AS OF DATE: 20170724 DATE AS OF CHANGE: 20170724 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Wernikoff Daniel A CENTRAL INDEX KEY: 0001583139 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-21180 FILM NUMBER: 17979156 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 4 1 edgar.xml PRIMARY DOCUMENT X0306 4 2017-07-20 0000896878 INTUIT INC INTU 0001583139 Wernikoff Daniel A C/O INTUIT INC. 2700 COAST AVENUE MOUNTAIN VIEW CA 94043 0 1 0 0 EVP, Consumer Tax Group Non-Qualified Stock Option (right to buy) 135.35 2017-07-20 4 A 0 78170 0 A 2024-07-19 Common Stock 78170 78170 D Restricted Stock Units 2017-07-20 4 A 0 14776 0 A Common Stock 14776 14776 D Restricted Stock Units (performance-based vesting) 2017-07-20 4 A 0 29963 0 A Common Stock 29963 29963 D One-third of the options vest on the one-year anniversary of the drant date, and thereafter 2.778% of the options vest on each monthly anniversary of the first vesting date until 100% vested. Dividend rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. 1-for-1 One-third of the RSUs vest on each of 7/1/2018, 7/1/2019, and 7/1/2020 provided a predetermined one year operating goal threshold is achieved. RSUs have no expiration date; they either vest or are canceled prior to the vest 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 9/1/2020. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. /s/ Kerry McLean, by power-of-attorney 2017-07-24