0000896878-17-000189.txt : 20171222 0000896878-17-000189.hdr.sgml : 20171222 20171222162937 ACCESSION NUMBER: 0000896878-17-000189 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20171220 FILED AS OF DATE: 20171222 DATE AS OF CHANGE: 20171222 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: FENNELL LAURA A CENTRAL INDEX KEY: 0001286631 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-21180 FILM NUMBER: 171272965 MAIL ADDRESS: STREET 1: C/O INTUIT INC. STREET 2: PO BOX 7850 CITY: MOUNTAIN VIEW STATE: CA ZIP: 94039-7850 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 2017-12-20 0000896878 INTUIT INC INTU 0001286631 FENNELL LAURA A C/O INTUIT INC. 2700 COAST AVENUE MOUNTAIN VIEW CA 94043 0 1 0 0 EVP, Gen. Counsel & Corp. Sec. Common Stock 2017-12-20 4 M 0 81 0 A 18819 D Common Stock 2017-12-20 4 M 0 62 0 A 18881 D Common Stock 2017-12-20 4 M 0 71 0 A 18952 D Common Stock 2017-12-20 4 M 0 1260 0 A 20212 D Common Stock 2017-12-20 4 M 0 423 0 A 20635 D Common Stock 2017-12-20 4 M 0 143 0 A 20778 D Common Stock 2017-12-20 4 M 0 27 0 A 20805 D Common Stock 2017-12-20 4 M 0 21 0 A 20826 D Common Stock 2017-12-20 4 M 0 4 0 A 20830 D Common Stock 2017-12-20 4 F 0 2092 159.35 D 18738 D Restricted Stock Unit 2017-12-20 4 M 0 81 0 D Common Stock 81 3804 D Restricted Stock Unit 2017-12-20 4 M 0 62 0 D Common Stock 62 5827 D Restricted Stock Unit 2017-12-20 4 M 0 71 0 D Common Stock 71 10087 D Restricted Stock Unit (performance-based vesting) 2017-12-20 4 M 0 1260 0 D Common Stock 1260 24960 D Restricted Stock Unit (performance-based vesting) 2017-12-20 4 M 0 423 0 D Common Stock 423 17601 D Restricted Stock Unit (performance-based vesting) 2017-12-20 4 M 0 143 0 D Common Stock 143 20456 D Restricted Stock Unit (MSPP Matching Award) 2017-12-20 4 M 0 27 0 D 2018-08-14 Common Stock 27 658 D Restricted Stock Unit (MSPP Matching Award) 2017-12-20 4 M 0 21 0 D 2019-08-12 Common Stock 21 915 D Restricted Stock Unit (MSPP Matching Award) 2017-12-20 4 M 0 4 0 D 2020-08-11 Common Stock 4 572 D 1-for-1 One third of the 11,655 awarded Restricted Stock Units vest on each of 7/1/2016, 7/1/2017, and 7/1/2018. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. Restricted Stock Units have no expiration date; they either vest or are canceled prior to vest date. One third of the 8,834 awarded Restricted Stock Units vest on each of 7/1/2017, 7/1/2018, and 7/1/2019. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. One third of the 10,158 awarded Restricted Stock Units vest on each of 7/1/2018, 7/1/2019, and 7/1/2020. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2018. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. Represents target number of units subject to the award; the number that vest may be 0% - 200% of this number, depending upon performance. Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2019. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. Following achievement by the issuer of certain total shareholder return objectives, awarded units will vest on 9/1/2020. The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. Represents vesting and settlement date for Restricted Stock Units (MSPP Matching Award). The issuer has accelerated vesting and issuance of this portion of the award to accommodate forfeiture of shares related to employment tax withholding obligations of the reporting person arising in connection with retirement eligibility. /s/ Elizabeth McBride, by power-of-attorney 2017-12-22