0001062993-23-015923.txt : 20230807
0001062993-23-015923.hdr.sgml : 20230807
20230807152638
ACCESSION NUMBER: 0001062993-23-015923
CONFORMED SUBMISSION TYPE: 3
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230801
FILED AS OF DATE: 20230807
DATE AS OF CHANGE: 20230807
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Notarainni Mark P.
CENTRAL INDEX KEY: 0001987167
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-21180
FILM NUMBER: 231147301
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
3
1
form3.xml
INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES
X0206
3
2023-08-01
0
0000896878
INTUIT INC.
INTU
0001987167
Notarainni Mark P.
C/O INTUIT INC.
2700 COAST AVENUE
MOUNTAIN VIEW
CA
94043
0
1
0
0
EVP, Consumer Group
Common Stock
1957.21
D
Non-Qualified Stock Options (right to buy)
216.64
2025-07-25
Common Stock
616
D
Non-Qualified Stock Options (right to buy)
281.60
2026-07-24
Common Stock
5007
D
Non-Qualified Stock Options (right to buy)
303.94
2027-07-29
Common Stock
11063
D
Non-Qualified Stock Options (right to buy)
525.51
2028-07-28
Common Stock
12280
D
Non-Qualified Stock Options (right to buy)
448.59
2029-07-27
Common Stock
11883
D
Non-Qualified Stock Options (right to buy)
496.53
2030-07-26
Common Stock
17033
D
Restricted Stock Units (performance-based vesting)
2023-09-01
Common Stock
9729
D
Restricted Stock Units (performance-based vesting)
2024-09-01
Common Stock
5611
D
Restricted Stock Units (performance-based vesting)
2025-09-01
Common Stock
6896
D
Restricted Stock Units (performance-based vesting)
2026-09-01
Common Stock
9990
D
Restricted Stock Units
Common Stock
1234
D
Restricted Stock Units
Common Stock
1428
D
Restricted Stock Units
Common Stock
2717
D
Restricted Stock Units
Common Stock
5035
D
25% of the 14,771 options granted on 7/26/2018 vested on 7/26/2019 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until 100% vested.
25% of the 17,165 options granted on 7/25/2019 vested on 7/25/2020 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until 100% vested.
25% of the 20,040 options granted on 7/30/2020 vested on 7/30/2021 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until 100% vested.
25% of the 12,280 options granted on 7/29/2021 vested on 7/29/2022 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until 100% vested.
25% of the 11,883 options granted on 7/28/2022 vested on 7/28/2023 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until 100% vested.
25% of the 17,033 options granted on 7/27/2023 will vest on 7/27/2024 and thereafter 2 1/12% of the options will vest on each monthly anniversary of the first vesting date until 100% vested.
Represents vesting date for Restricted Stock Units (performance-based vesting).
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 9/1/2023. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock.
1-for-1
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 9/1/2024. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock.
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 9/1/2025. Vested Restricted Stock Units will be paid in an equal number of shares of Intuit Inc. common stock.
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.
25% of the 4,936 restricted stock units granted on 7/30/2020 vested on July 1, 2021 and thereafter 6.25% of the restricted stock units will vest on each October 1, December 31, April 1, and July 1 until the award is fully vested.
25% of the 2,855 restricted stock units granted on 7/29/2021 vested on July 1, 2022 and thereafter 6.25% of the restricted stock units will vest on each October 1, December 31, April 1, and July 1 until the award is fully vested.
25% of the 3,623 restricted stock units granted on 7/28/2022 vested on July 1, 2023 and thereafter 6.25% of the restricted stock units will vest on each October 1, December 31, April 1, and July 1 until the award is fully vested.
25% of the 5,035 restricted stock units granted on 7/27/2023 will vest on July 1, 2024 and thereafter 6.25% of the restricted stock units will vest on each October 1, December 31, April 1, and July 1 until the award is fully vested.
/s/ Tyler Cozzens, by power-of-attorney
2023-08-07
EX-24
2
exhibit24.txt
POWER OF ATTORNEY DOCUMENT
POWER OF ATTORNEY
The undersigned hereby appoints the General Counsel of Intuit Inc.
and each of Tyler Cozzens, Stacey Doynow, and Erick Rivero,
signing singly, the undersigned's true and lawful attorney-in-fact to
(1)prepare, execute in the undersigned's name and on the undersigned's
behalf, and submit to the U.S. Securities and Exchange Commission
(the "SEC") a Form ID, including amendments thereto, and any other
documents necessary or appropriate to obtain codes and passwords
enabling the undersigned to make electronic filings with the SEC of
reports required by Section 16(a) of the Securities Exchange Act of
1934 (the "Exchange Act") or any rule or regulation of the SEC;
(2) execute for and on behalf of the undersigned, in the undersigned's
capacity as an officer and/or director of Intuit Inc. (the "Company"),
Forms 3,4, and 5 in accordance with Section 16(a) of the Exchange Act
and the rules thereunder;
(3) do and perform any and all acts for and on behalf of the undersigned
which may be necessary or desirable to complete and execute any such Form
3, 4, and 5, complete and execute any amendment or amendments thereto,
and timely file such form with the SEC and any stock exchange or
similar authority;and
(4) take any other action of any type whatsoever in connection with
the foregoing which, in the opinion of such attorney-in-fact, may be
of benefit to, in the best interest of, or legally required by, the
undersigned, it being understood that the documents executed by such
attorney-in-fact on behalf of the undersigned pursuant to this Power
of Attorney shall be in such form and shall contain such terms and
conditions as such attorney-in-fact may approve in such
attorney-in-fact's discretion.
the undersigned hereby grants to each such attorney-in-fact full
power and authority to do and perform any and every act and thing
whatsoever requisite, necessary, or proper to be done in the
exercise of any rights and powers herein granted, as fully to all
intents and purposes as the udnersigned might or could do if
personally present with full power of substitution or revocation,
herevy ratifying and confirming al that such attorney-in-fact,
or such attorney-in-fact's substitute or substitutes, shall
lawfully do or cause to be done by virtue of this Power of
Attorney and the rights and powers herein granted. The undersigned
acknowledges that the foregoing attorneys-in-fact, in serving in
such capacity at the request of the undersigned, are not assuming,
nor is the Company assuming, any of the undersigned's responsibilities
to comply with Section 16 of the Exchange Act.
This Power of Attorney shall remain in full force and effect
until the undersigned is no longer required to file Forms 3, 4,
or 5 with respect to the undersigned's holdings of and transactions
in securities issued by the Company, unless earlier revoked by the
undersigned in a signed writing delivered to the Company's General
Counsel. Should a named attorney-in-fact terminate employment with
the Company, this Power of Attorney shall be deemed revoked singly
with respect to such departing attorney-in-fact and shall remain in
full force and effect with respect to each of the foregoing
attorneys-in-fact then employed by the Company until terminated
pursuant to the preceding sentence.
IN WITNESS WHEREOF, the undersigned has caused this Power of
Attorney to be executed as of this 19th day of July, 2023.
/s/ Mark Notarainni
Name:Mark Notarainni