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[Form 4] Intuit Inc Insider Trading Activity

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4
Rhea-AI Filing Summary

Intuit Inc. (INTU) director Richard L. Dalzell filed a Form 4 disclosing two small open-market sales executed under a Rule 10b5-1 trading plan adopted on 25 March 2025. On 8 July 2025 he sold 333 common shares at $784.57; on 9 July 2025 he sold another 333 shares at $782.67, realising total proceeds of roughly $0.52 million.

After these transactions, Dalzell’s direct holdings declined from 16,140 to 15,807 shares. The combined sale represents less than 0.1 % of his stake and is immaterial to Intuit’s overall share count. No derivative securities were involved, and the trades appear to be routine portfolio management rather than signalling a strategic shift.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Routine insider sale; negligible impact on INTU valuation.

The filing shows modest sales (666 shares) by a non-executive director under a pre-planned 10b5-1 program. Dollar value (~$0.52 M) and percentage of ownership are de minimis versus Intuit’s $180 B market cap and typical daily volume. There is no indication of material information or changes in corporate outlook. I view the transaction as neutral for investors.

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)
07/08/2025
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 07/08/2025 S(1) 333 D $784.57 16,140 D
Common Stock 07/09/2025 S(1) 333 D $782.67 15,807 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 07/09/2025
** 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

How many Intuit (INTU) shares did Richard Dalzell sell?

The director sold 666 common shares over two days.

What were the sale prices disclosed in the INTU Form 4?

Shares were sold at $784.57 on 8 Jul 2025 and $782.67 on 9 Jul 2025.

What is Richard Dalzell’s remaining stake in Intuit after the transactions?

He now directly owns 15,807 common shares of Intuit.

Was the insider sale conducted under a Rule 10b5-1 plan?

Yes. The trades followed a 10b5-1 plan adopted on 25 Mar 2025.

Does this Form 4 filing indicate any change in Intuit’s strategy?

No. The filing reports routine insider selling and contains no strategic disclosures.
Intuit

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177.72B
271.67M
2.57%
89.64%
1.71%
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