Intuit officer plans $314K stock sale under Rule 144

Rhea-AI Filing Summary

INTUIT INC. (INTU) received a Rule 144 notice from officer Lauren Dale Hotz for a planned resale of 908 shares of Intuit common stock through Morgan Stanley Smith Barney LLC. The shares have an aggregate market value of $314,654.60, compared with 273,537,000 Intuit shares outstanding. The stock to be sold was acquired via vested restricted stock between 10/01/2025 and 07/01/2026 and through purchases under an Employee Stock Purchase Plan between 09/15/2023 and 06/15/2026.

Key Figures

Shares to be sold: 908 shares Aggregate market value: $314,654.60 Shares outstanding: 273,537,000 shares +2 more

5 metrics

Shares to be sold 908 shares Common stock planned for sale under Rule 144

Aggregate market value $314,654.60 Market value of 908 shares to be sold

Shares outstanding 273,537,000 shares Intuit common shares outstanding

Restricted stock shares 845 shares Shares acquired via restricted stock to be sold

ESPP shares 63 shares Shares acquired via Employee Stock Purchase Plan to be sold

Key Terms

Rule 144, Restricted Stock, Employee Stock Purchase Plan

3 terms

Rule 144 regulatory

"See the definition of "person" in paragraph (a) of Rule 144."

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

Restricted Stock financial

"Common | 10/01/2025 | Restricted Stock | Issuer"

Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.

Employee Stock Purchase Plan financial

"Common | 09/15/2023 | Employee Stock Purchase Plan | Issuer"

An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Form 144 filing disclose for INTU?

It discloses that officer Lauren Dale Hotz plans to sell 908 shares of Intuit common stock under Rule 144, with an aggregate market value of $314,654.60, through broker Morgan Stanley Smith Barney LLC.

How many INTU shares are planned for sale and what is their value?

The planned sale covers 908 shares of Intuit common stock with an aggregate market value of $314,654.60, as of the notice dated 08/27/2026.

What portion of INTU’s outstanding shares does this Form 144 cover?

The notice relates to 908 shares, compared with 273,537,000 Intuit shares outstanding. This represents a very small fraction of the company’s total shares.

How were the INTU shares being sold acquired by Lauren Dale Hotz?

The 845 shares were acquired through vesting of restricted stock between 10/01/2025 and 07/01/2026, and 63 shares were acquired via purchases under an Employee Stock Purchase Plan between 09/15/2023 and 06/15/2026.

Which broker is handling the planned sale of INTU shares?

The planned sale of Intuit shares is to be executed through Morgan Stanley Smith Barney LLC Executive Financial Services, located at 1 New York Plaza, New York.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/27/2026 - 04:56 PM EDT Accepted by SEC EDGAR 08/27/2026 - 04:56 PM EDT Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001911779
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	INTUIT INC.
SEC File Number	000-21180
Address of Issuer	2700 Coast Avenue Mountain View CALIFORNIA 94043
Phone	650-944-6000
Name of Person for Whose Account the Securities are To Be Sold	LAUREN DALE HOTZ
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	908	314654.60	273537000	08/27/2026	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	10/01/2025	Restricted Stock	Issuer			845	10/01/2025	Not Applicable
Common	09/15/2023	Employee Stock Purchase Plan	Issuer			63	09/15/2023	Cash

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks	The securities to be sold were acquired upon the vesting of restricted stock during the period of 10/01/2025 through 07/01/2026. The securities to be sold were acquired upon the purchase of Employee Stock Purchase Plan shares during the period of 09/15/2023 through 06/15/2026.
Date of Notice	08/27/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ Lauren Dale Hotz
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)