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Intuit (NASDAQ: INTU) director trust gifts 30,750 shares to nonprofit

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

Rhea-AI Filing Summary

Intuit Inc. director Scott D. Cook, through the Scott D. Cook and Helen Signe Ostby Family Trust where he serves as trustee, reported a charitable gift of 30,750 shares of Intuit common stock on January 8, 2026. The filing shows the shares were gifted to a nonprofit corporation at a reported price of $0 per share, consistent with a donation rather than a sale. After this transaction, the trust still beneficially owns 5,637,432 Intuit shares, reported as indirectly owned by Cook.

Positive

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Negative

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Insights

Family trust linked to Intuit director donated 30,750 shares to a nonprofit.

This Form 4 reports that a block of 30,750 Intuit common shares, held by the Scott D. Cook and Helen Signe Ostby Family Trust where director Scott D. Cook is a trustee, was transferred as a gift to a nonprofit corporation on January 8, 2026. The transaction code is “G,” which denotes a bona fide gift, and the price per share is reported as $0, reinforcing that this was a donation rather than an open-market sale.

Following the gift, the trust continues to report indirect beneficial ownership of 5,637,432 Intuit shares. Because the transaction is a charitable transfer and not a sale for proceeds, and the filing does not quantify these holdings relative to total shares outstanding, the information is best viewed as routine ownership reporting rather than a thesis-changing event. Future ownership updates, if any, would appear in subsequent beneficial ownership filings.

Insider COOK SCOTT D
Role Director
Type Security Shares Price Value
Gift Common Stock 30,750 $0.00 --
Holdings After Transaction: Common Stock — 5,637,432 shares (Indirect, By Trust)
Footnotes (1)
  1. The reporting person gifted these shares to a nonprofit corporation. Shares held in the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 of which the reporting person is a trustee.
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*
COOK SCOTT D

(Last) (First) (Middle)
C/O INTUIT INC.
2700 COAST AVENUE

(Street)
MOUNTAIN VIEW CA 94043

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
INTUIT INC. [ INTU ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
01/08/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 01/08/2026 G(1) 30,750 D $0 5,637,432 I By Trust(2)
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
Explanation of Responses:
1. The reporting person gifted these shares to a nonprofit corporation.
2. Shares held in the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93 of which the reporting person is a trustee.
Remarks:
/s/ Erick Rivero, by power-of-attorney 01/09/2026
** 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.

FAQ

What insider transaction did Intuit (INTU) report in this Form 4?

The filing reports that shares of Intuit common stock held by the Scott D. Cook and Helen Signe Ostby Family Trust, associated with director Scott D. Cook, were transferred as a gift to a nonprofit corporation on January 8, 2026.

How many Intuit (INTU) shares were gifted in this transaction?

The Form 4 shows a gift of 30,750 shares of Intuit common stock, reported with a transaction code “G” to indicate a bona fide gift.

Who held the Intuit (INTU) shares before the gift?

The shares were held by the Scott D. Cook and Helen Signe Ostby Family Trust UTA 12/30/93, of which Scott D. Cook is a trustee. The ownership is reported as indirect through this trust.

What is Scott D. Cook’s relationship to Intuit (INTU)?

The reporting person, Scott D. Cook, is identified in the filing as a director of Intuit Inc. and not as an officer or 10% owner based on the checked boxes.

How many Intuit (INTU) shares are reported as beneficially owned after the gift?

After the reported gift, the filing lists 5,637,432 shares of Intuit common stock as beneficially owned indirectly by Scott D. Cook through the family trust.

Did the Intuit (INTU) director receive cash from this transaction?

No cash consideration is indicated. The transaction is coded as a gift with a reported price of $0 per share, consistent with a charitable donation.

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