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Intuit (INTU) director Dalzell gains RSUs and exercises units into common shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Intuit Inc. director Richard L. Dalzell reported compensation-related equity activity. He received a grant of 81 restricted stock units at a fair market value of $396.31 per unit, pursuant to his election to take director fees in stock units. He also exercised 77 previously granted restricted stock units into 77 shares of common stock at a conversion price of $0.00, based on a fair market value of $401.04 per share. Following these transactions, he directly holds 13,330 shares of Intuit common stock and 81 restricted stock units, with no sales disclosed.

Positive

  • None.

Negative

  • None.
Insider DALZELL RICHARD L
Role null
Type Security Shares Price Value
Grant/Award Restricted Stock Units 81 $396.31 $32K
Exercise Restricted Stock Units 77 $401.04 $31K
Exercise Common Stock 77 $401.04 $31K
Holdings After Transaction: Restricted Stock Units — 81 shares (Direct, null); Common Stock — 13,330 shares (Direct, null)
Footnotes (1)
  1. 1-for-1 Represents vesting date for these restricted stock units. Represents release date for these restricted stock units. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Fair market value of Intuit Inc. common stock on date of grant; award pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units.
New RSU grant 81 restricted stock units Award elected in lieu of director fees
RSU grant fair value $396.31 per unit Fair market value on grant date
RSUs exercised 77 units into 77 shares Conversion of restricted stock units to common stock
Fair value at RSU exercise $401.04 per share Fair market value on exercise/conversion date
Common shares after transactions 13,330 shares Direct Intuit common stock holdings
RSUs after transactions 81 restricted stock units Remaining RSU holdings following grant and exercise
Restricted Stock Units financial
"He received a grant of 81 restricted stock units at a fair market value"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
fair market value financial
"at a fair market value of $396.31 per unit, pursuant to his election"
The price a willing buyer and a willing seller would agree on for an asset or security when neither is under pressure and both have access to the same information. Think of it as the market’s neutral estimate of what something is worth, like the price two neighbors would settle on for a car after comparing similar listings. Investors care because fair market value guides buying and selling decisions, tax reporting, portfolio valuation, and how accurately company assets are reflected in financial statements.
director's fees financial
"award pursuant to reporting person's election to receive payment of director's fees"
grant, award, or other acquisition regulatory
"transaction code A is described as Grant, award, or other acquisition"
Exercise or conversion of derivative security regulatory
"transaction code M is described as Exercise or conversion of derivative security"
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
DALZELL RICHARD L
(Last)(First)(Middle)
C/O INTUIT INC.
2700 COAST AVENUE
(Street)
MOUNTAIN VIEW CALIFORNIA 94043
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
INTUIT INC. [ INTU ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/07/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock05/07/2026M77A$401.0413,330D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(1)05/07/2026M7705/07/2021(2)05/07/2026(3)Common Stock77$401.04(4)0D
Restricted Stock Units(1)05/08/2026A8105/08/2026(2)05/08/2031(3)Common Stock81$396.31(4)81D
Explanation of Responses:
1. 1-for-1
2. Represents vesting date for these restricted stock units.
3. Represents release date for these restricted stock units. Restricted stock units do not expire; they either vest or are canceled prior to vesting date.
4. Fair market value of Intuit Inc. common stock on date of grant; award pursuant to reporting person's election to receive payment of director's fees in the form of restricted stock units.
Remarks:
/s/ Erick Rivero, by power-of-attorney05/11/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did Intuit (INTU) director Richard L. Dalzell report?

Richard L. Dalzell reported receiving 81 restricted stock units and exercising 77 previously granted units into 77 shares of Intuit common stock. These transactions reflect equity compensation and a conversion of vested restricted stock units, with no share sales disclosed in this filing.

How many Intuit (INTU) shares does Richard L. Dalzell hold after these transactions?

After the reported transactions, Richard L. Dalzell directly holds 13,330 shares of Intuit common stock and 81 restricted stock units. These holdings reflect both his existing ownership and the newly granted and exercised equity awards described in the Form 4 filing.

What was the value of the new restricted stock unit grant to the Intuit (INTU) director?

The new grant to Richard L. Dalzell was 81 restricted stock units valued at the fair market value of $396.31 per unit on the grant date. The award was issued pursuant to his election to receive director fees in the form of restricted stock units.

Did the Intuit (INTU) director sell any shares in this Form 4 filing?

The Form 4 shows no sales by Richard L. Dalzell. He exercised 77 restricted stock units into 77 shares of Intuit common stock and received a new grant of 81 restricted stock units, increasing his equity-based holdings without any disclosed dispositions.

What do the restricted stock unit transactions mean for Intuit (INTU) director compensation?

The filing shows part of Richard L. Dalzell’s director compensation is delivered as restricted stock units. He elected to receive director fees in stock units, resulting in a grant of 81 units and the vesting and conversion of 77 units into common shares.