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[Form 4] Intuit Inc Insider Trading Activity

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

Rhea-AI Filing Summary

Lauren D. Hotz, SVP and Chief Accounting Officer at Intuit Inc. (INTU), reported transactions dated 09/01/2025 showing equity vesting and share disposals. The filing shows 96 restricted stock units vested and 1,278 performance-based RSUs vested on that date, and contemporaneous dispositions of 47.597 and 633.635 shares at $667 per share (price noted as fair market value on the prior trading day). Following the reported transactions the filing lists 1,617.8162 shares beneficially owned (direct). The form was signed by power-of-attorney on 09/03/2025.

Positive

  • None.

Negative

  • None.

Insights

TL;DR: Insider received significant RSU vesting and sold a portion at $667, netting a modest change in direct holdings.

The filing documents standard compensation-related vesting and partial sales rather than open-market accumulation. Total vested units (96 time-based RSUs and 1,278 performance RSUs) increased underlying share exposure, while two dispositions (47.597 and 633.635 shares) at $667 each materially reduced immediately held shares. Net effect is a change in direct ownership consistent with routine executive compensation monetization. No new derivative grants or exercises requiring cash payment are reported.

TL;DR: Transactions reflect compensation realization and partial divestiture; disclosure appears timely and complete.

Report indicates vesting tied to performance objectives and contemporaneous sales, which is common for executives converting vested awards to cash. The form lists the reporting person as an officer and shows transactions executed under reported dates with a power-of-attorney signature. There are no indications of unusual trading patterns or undisclosed derivative positions in this filing.

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 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)
Director 10% Owner
X Officer (give title below) Other (specify below)
SVP, Chief Accounting Officer
3. Date of Earliest Transaction (Month/Day/Year)
09/01/2025
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 09/01/2025 M 96 A $0 1,021.0482 D
Common Stock 09/01/2025 F 47.597 D $667(1) 973.4512 D
Common Stock 09/01/2025 M 1,278 A $0 2,251.4512 D
Common Stock 09/01/2025 F 633.635 D $667(1) 1,617.8162 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 (2) 09/01/2025 M 96 09/01/2025(3) (4) Common Stock 96 $0 97 D
Restricted Stock Units (performance-based vesting) (2) 09/01/2025 M 1,278(5) 09/01/2025(6) (7) Common Stock 1,278 $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 vesting date for this tranche of restricted stock units.
4. Restricted stock units do not expire; they either vest or are canceled prior to vesting date.
5. Represents the awarded and vested units pursuant to the restricted stock units (performance-based vesting) grant related to achievement of certain total shareholder return objectives.
6. Represents vesting and release date for restricted stock units (performance-based vesting).
7. 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 09/03/2025
** 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 transactions did INTU officer Lauren D. Hotz report on Form 4?

The filing reports vesting of 96 time-based RSUs and 1,278 performance-based RSUs on 09/01/2025, plus dispositions of 47.597 and 633.635 shares.

At what price were shares disposed of in the INTU Form 4?

The filing shows dispositions executed at $667 per share, noted as the fair market value on the trading day before the transactions.

How many INTU shares does Lauren Hotz beneficially own after these transactions?

The Form 4 lists 1,617.8162 shares beneficially owned following the reported transactions.

Were the vested awards performance-based or time-based?

Both types are reported: 96 time-based restricted stock units and 1,278 performance-based restricted stock units vested.

When was the Form 4 signed and filed?

The filing bears a signature by power-of-attorney dated 09/03/2025.
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MOUNTAIN VIEW