Intuit Inc. filings document the financial reporting, governance, capital structure and material events of a public financial technology company whose products include TurboTax, Credit Karma, QuickBooks, Mailchimp and Intuit Enterprise Suite. Its 8-K reports disclose quarterly results, forward-looking guidance, cash dividends, share repurchase activity, credit agreements, leadership changes and other corporate events.
Intuit’s proxy materials describe board elections, executive compensation, director compensation, auditor ratification and shareholder voting matters. The filing record also includes disclosures related to unsecured revolving credit facilities, commercial paper and working-capital needs, including financing tied to tax refund access offerings, along with risk-factor references and governance policies such as Rule 10b5-1 trading-plan matters.
Intuit Inc. director Tekedra Mawakana reported equity compensation and vesting activity in company stock. On January 22, 2026, 694 restricted stock units (RSUs) were converted on a 1-for-1 basis into 694 shares of Intuit common stock at a stated price of $0, leaving the RSU balance from that award at zero and resulting in 888 common shares held directly afterward.
On January 23, 2026, Mawakana was granted 497 RSUs at a price of $0 and a separate award of 45 RSUs at a value of $563.965 per share, described as the fair market value of Intuit common stock on the grant date and issued pursuant to an election to receive director fees in RSUs. Each RSU represents the right to receive one share of common stock upon vesting and later release.
Intuit Inc. director Deborah Liu reported receiving two grants of restricted stock units tied to Intuit common stock. On 01/23/2026, she was awarded 497 RSUs with a 1-for-1 conversion into common shares, scheduled to vest on 01/01/2027 and release on 01/23/2036.
She also received a separate grant of 53 RSUs on the same date, based on the fair market value of Intuit stock of $563.965 per share. This smaller award reflects her election to receive payment of director fees in the form of restricted stock units. All of these awards are held directly in her name.
Intuit Inc. director Richard L. Dalzell reported routine equity compensation activity. On January 22, 2026, he exercised or settled restricted stock units, receiving 694 shares of Intuit common stock at $0 per share and 82 shares at $374.85 per share. After these transactions, he directly owned 14,252 shares of Intuit common stock.
On January 23, 2026, Dalzell received new equity awards of restricted stock units covering 497 shares at $0 and 57 shares valued at $563.965 per share, based on the fair market value of Intuit common stock on the grant date. These restricted stock units represent a right to receive one share of common stock for each unit as they vest or are released in the future.
Intuit Inc. director Eve B. Burton reported two equity awards in the form of restricted stock units (RSUs) on January 23, 2026. The first award covers 497 RSUs at an effective price of $0 per unit, each convertible on a 1-for-1 basis into Intuit common stock. These RSUs are scheduled to vest on January 1, 2027 and be released on January 23, 2033.
The second award covers 49 RSUs at $563.965 per unit, also on a 1-for-1 basis into common stock, with both the vesting date and grant date on January 23, 2026 and a release date of January 23, 2033. This award reflects the director’s election to receive payment of director’s fees in the form of RSUs. All reported holdings are owned directly.
Intuit Inc. director Eve B. Burton reported routine equity award activity involving restricted stock units (RSUs) that converted into common shares on 01/18/2026. Two RSU awards vested and were released on that date, delivering 1,215 common shares at an exercise price of $0 per share on a 1-for-1 basis and another 137 common shares tied to RSUs originally granted at a fair market value of $213.87 per share. After these conversions, Burton directly owned 1,735.427 shares of Intuit common stock. The footnotes clarify that RSUs convert 1-for-1 into common stock and either vest or are canceled if vesting conditions are not met, with one award reflecting Burton’s prior election to receive director fees in RSUs.
Intuit Inc. has entered into a new Credit Agreement providing a $2.2 billion unsecured revolving credit facility that expires on January 9, 2031. This facility replaces the company’s prior credit agreement from February 5, 2024 and is available alongside its commercial paper program to help fund working capital and other general corporate needs for Intuit and its subsidiaries.
The company can request increases in lender commitments under the facility by up to an additional $4 billion in aggregate and may seek to extend the maturity date, subject to lender consent and customary conditions. Intuit expects to use the incremental capacity during its 2026 fiscal year in connection with early refund processing or other products. Borrowings, if made, will bear interest at variable rates tied to U.S. base rates, SOFR, or other currency benchmarks plus a small margin, and the company will also pay an annual commitment fee. Intuit has not drawn on the facility as of the agreement date.
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.
Intuit Inc. CEO Sasan Goodarzi, through a trust, reported planned sales of company stock. On January 7, 2026, a trust for which he is a trustee sold 40,960 shares of Intuit common stock at a weighted average price of $650.0957 per share and an additional 40 shares at $651.01 per share. These transactions were executed under a pre-arranged Rule 10b5-1 trading plan adopted on October 6, 2025.
Following these sales, the trust reported beneficial ownership of 13,611.428 Intuit shares, held in the Goodarzi Rev Trust u/a dated May 18, 2012, with Goodarzi serving as trustee.
Intuit, Inc. has a shareholder who filed a Rule 144 notice to sell 41000 shares of Intuit common stock through Merrill Lynch at 500 Lee Street, E. Suite 1100, Charleston WV 25301. The planned sale on or about 01/07/2026 on NASDAQ has an aggregate market value of 26653962.4, compared with 278400000 Intuit common shares outstanding.
The shares to be sold were acquired directly from Intuit between 2018 and 2025 as equity compensation, with multiple grants such as 18180 shares on 09/03/2018 and 10103 shares on 09/01/2025. The filer represents that they are not aware of any undisclosed material adverse information about Intuit’s current or prospective operations when submitting this notice.
Intuit Inc. disclosed that one of its directors acquired 33 restricted stock units on 12/15/2025 in an insider ownership report. These units relate to the director’s standard January 24, 2025 annual equity award under the company’s non-employee director compensation program and had been unintentionally omitted from that award.
The restricted stock units convert into common stock on a 1-for-1 basis, vest on 01/01/2026, and are scheduled for release on 01/24/2030. Following this transaction, the director beneficially owns 33 derivative securities directly at an exercise price of $0.