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Director at Intuit (NASDAQ: INTU) sells 999 shares under 10b5-1 plan

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

Rhea-AI Filing Summary

INTUIT INC. director Richard L. Dalzell reported a series of small open-market stock sales executed under a pre-arranged Rule 10b5-1 trading plan adopted on March 25, 2025. He sold a total of 999 shares of Intuit common stock over three consecutive days.

The transactions occurred on March 10, 11, and 12, 2026, with 333 shares sold each day at prices of approximately $474.01, $458.10, and $440.40 per share. Following these sales, Dalzell continues to hold 13,253 shares of Intuit common stock directly.

Positive

  • None.

Negative

  • None.
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).
X
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 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)
03/10/2026
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 03/10/2026 S(1) 333 D $474.01 13,919 D
Common Stock 03/11/2026 S(1) 333 D $458.1 13,586 D
Common Stock 03/12/2026 S(1) 333 D $440.4 13,253 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
Explanation of Responses:
1. The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on March 25, 2025.
Remarks:
/s/ Erick Rivero, by power-of-attorney 03/12/2026
** 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) director Richard L. Dalzell report?

Richard L. Dalzell reported selling 999 shares of Intuit common stock in three equal open-market transactions. Each sale involved 333 shares and was executed over consecutive days, reflecting a modest reduction in his direct holdings rather than a complete exit from the position.

On what dates did Richard L. Dalzell sell Intuit (INTU) shares and at what prices?

Richard L. Dalzell sold Intuit shares on March 10, 11, and 12, 2026. Each day he sold 333 shares at approximately $474.01, $458.10, and $440.40 per share, respectively, as disclosed in the Form 4 insider trading report.

How many Intuit (INTU) shares does Richard L. Dalzell hold after the reported sales?

After the reported transactions, Richard L. Dalzell directly holds 13,253 shares of Intuit common stock. This figure reflects his remaining position following the sale of 999 shares, indicating he continues to maintain a sizeable equity stake in the company as a director.

Were Richard L. Dalzell’s Intuit (INTU) stock sales made under a Rule 10b5-1 plan?

Yes. The Form 4 states that Richard L. Dalzell’s transactions were executed under a Rule 10b5-1 trading plan adopted on March 25, 2025. Such pre-arranged plans automate trading, helping separate routine portfolio management from discretionary market-timing decisions by insiders.

What type of transactions did Richard L. Dalzell execute in Intuit (INTU) stock?

Richard L. Dalzell executed three open-market sales of Intuit common stock, each coded “S” on the Form 4. These are standard dispositions where shares are sold to market participants at prevailing prices, rather than option exercises, gifts, or tax-withholding related transfers.

Does the Form 4 for Intuit (INTU) show any option exercises by Richard L. Dalzell?

No option exercises are shown in this Form 4. The filing lists only non-derivative transactions in common stock, all coded as open-market sales. The derivativeSummary section is empty, indicating no options or other derivative securities were exercised or converted in this specific report.
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