Intuit CAO exercises 2,019 RSUs, withholds shares

Intuit’s chief accounting officer settled performance-based RSUs into common stock, with a portion of shares withheld or delivered to cover exercise price or tax obligations.

Rhea-AI Filing Summary

INTUIT INC. (INTU) reported that Lauren D. Hotz, its SVP and Chief Accounting Officer, exercised 2,019 performance-based restricted stock units into an equal number of common shares on September 1, 2026. In a related transaction, 1,063.005 common shares were delivered or withheld at $359.30 per share for payment of exercise price or tax liability, leaving no units remaining from the reported RSU award. No Rule 10b5-1 trading plan is reported.

Insider Trade Summary

2,019 shares exercised/converted

Exercise 3 txns

Insider Hotz Lauren D

Role SVP, Chief Accounting Officer

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units (performance-based vesting) F2, F3, F4, F5	2,019	$0.00	$0.00
Exercise	Common Stock	2,019	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock F1	1,063.005	$359.30	$382K

Holdings After Transaction: Restricted Stock Units (performance-based vesting) — 0 contracts (Direct); Common Stock — 2,583.9942 shares (Direct)

Footnotes (5)

1. F1. Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction.
2. F2. 1-for-1
3. F3. Represents the outstanding awarded and vested units pursuant to the restricted stock units (performance-based vesting) grant dated 7/27/2023 related to achievement of certain total shareholder return objectives.
4. F4. Represents release date for vested restricted stock units (performance-based vesting) granted on 7/27/2023.
5. F5. Restricted stock units (performance-based vesting) do not expire; they either vest or are canceled prior to vesting date.

Key Figures

RSUs exercised: 2,019 units Common shares acquired from RSU exercise: 2,019 shares Shares delivered or withheld: 1,063.005 shares +3 more

6 metrics

RSUs exercised 2,019 units Performance-based restricted stock units converted into common stock on September 1, 2026

Common shares acquired from RSU exercise 2,019 shares Shares of Intuit common stock issued upon RSU settlement

Shares delivered or withheld 1,063.005 shares Common shares delivered or withheld for payment of exercise price or tax liability

Settlement price per share $359.30 per share Fair market value of Intuit common stock on the trading day immediately preceding the transaction

RSU grant date July 27, 2023 Grant date of performance-based restricted stock units tied to total shareholder return objectives

RSU release date September 1, 2026 Release date for vested performance-based restricted stock units

Key Terms

Restricted Stock Units (performance-based vesting), total shareholder return, Payment of exercise price or tax liability by delivering or withholding securities, fair market value

4 terms

Restricted Stock Units (performance-based vesting) financial

"Restricted stock units (performance-based vesting) do not expire; they either vest"

total shareholder return financial

"related to achievement of certain total shareholder return objectives."

Total shareholder return is the overall gain an investor gets from owning a stock, combining changes in the share price plus any cash payouts like dividends, and assuming those payouts are reinvested in more shares. Investors use it like a single score that shows the true return on their investment—similar to checking both the growth of a savings account and the interest earned—to compare how well different companies or investments perform over time.

Payment of exercise price or tax liability by delivering or withholding securities financial

"Payment of exercise price or tax liability by delivering or withholding securities"

fair market value financial

"Fair market value of Intuit Inc. common stock on the trading day"

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.

FAQ

What did Intuit (INTU) insider Lauren D. Hotz report on this Form 4?

Lauren D. Hotz, Intuit’s SVP and Chief Accounting Officer, reported exercising 2,019 performance-based RSUs into common stock on September 1, 2026, with a portion of those shares delivered or withheld to cover exercise price or tax liability.

How many Intuit (INTU) restricted stock units vested and were exercised?

A total of 2,019 restricted stock units with performance-based vesting were exercised into 2,019 shares of Intuit common stock on September 1, 2026. These RSUs were granted on July 27, 2023 and tied to total shareholder return objectives.

How many Intuit (INTU) shares were withheld or delivered for tax or exercise obligations?

In connection with the RSU settlement, 1,063.005 shares of Intuit common stock were delivered or withheld at $359.30 per share for payment of exercise price or tax liability, based on the fair market value immediately preceding the transaction date.

What price per share was used for the Intuit (INTU) tax or exercise settlement?

The Form 4 states a price of $359.30 per share for the 1,063.005 shares delivered or withheld. A footnote explains this reflects the fair market value of Intuit common stock on the trading day immediately preceding the reported transaction.

Were the Intuit (INTU) RSUs subject to performance conditions?

Yes. The reported restricted stock units were described as having performance-based vesting, granted on July 27, 2023 and linked to achievement of certain total shareholder return objectives. The units vested and were released on September 1, 2026.

Was a Rule 10b5-1 trading plan used for this Intuit (INTU) transaction?

No. The Form 4 indicates the Rule 10b5-1 checkbox is not marked, and there is no footnote stating the transactions were made under a Rule 10b5-1 trading plan. The filing does not describe these as pre-arranged plan trades.

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Available on EDGAR 09/03/2026 - 06:32 PM Accepted by SEC EDGAR 09/03/2026 - 06:24 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED 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^*

Hotz Lauren D

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	SVP, Chief Accounting Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	09/01/2026		M		2,019	A	$0	3,646.9992	D
Common Stock	09/01/2026		F		1,063.005	D	$359.3(1)	2,583.9942	D

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units (performance-based vesting)	(2)	09/01/2026		M			2,019(3)	09/01/2026(4)	(5)	Common Stock	2,019	$0	0	D

Explanation of Responses:

1. Fair market value of Intuit Inc. common stock on the trading day immediately preceding the date of reported transaction.

2. 1-for-1

3. Represents the outstanding awarded and vested units pursuant to the restricted stock units (performance-based vesting) grant dated 7/27/2023 related to achievement of certain total shareholder return objectives.

4. Represents release date for vested restricted stock units (performance-based vesting) granted on 7/27/2023.

5. Restricted stock units (performance-based vesting) do not expire; they either vest or are canceled prior to vesting date.

Remarks:

	/s/ Erick Rivero, by power-of-attorney	09/03/2026
	** Signature of Reporting Person	Date
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)