INTUIT INC. SEC Filings

Anton Hanebrink, Executive Vice President, Corporate Strategy and Development at Intuit Inc. (INTU), reported multiple equity transactions with an earliest transaction date of 10/01/2025. The filing shows three non‑derivative acquisitions recorded with a $0 price (codes M) totaling 925 shares across separate tranches and one disposition of 427.246 shares at a price of $682.91, leaving total beneficial ownership of 29,169.63 shares after the reported transactions. The derivative table shows corresponding restricted stock units (RSUs) vesting on 10/01/2025 that converted into underlying common stock: 349, 251, and 224 RSUs converted into 1,045, 1,763, and 2,470 shares respectively. The form is signed by power‑of‑attorney on 10/02/2025.

Richard L. Dalzell, a director of Intuit Inc. (INTU), reported a series of open-market sales under a previously adopted Rule 10b5-1 trading plan dated March 25, 2025. Between September 9 and September 11, 2025, the reporting person sold a total of 999 shares in multiple transactions at weighted-average prices ranging from approximately $658.57 to $665.13. After the reported sales, the filing shows 14,475 shares beneficially owned by the reporting person. The Form 4 was signed by a power-of-attorney on behalf of the reporting person on September 11, 2025.

Sasan K. Goodarzi, CEO, President and Director of Intuit Inc. (INTU) reported multiple transactions on 09/01/2025 affecting both non-derivative common stock and performance-based restricted stock units (RSUs). The filing shows 19,155.031 RSUs were recorded as acquired and correspond to 19,155.031 underlying common shares awarded and vested from a 7/29/2021 performance grant. Additional entries show 305.464 RSUs with an accelerated release date to cover tax withholding, and cash dispositions of 9,051.677 and 305.464 common shares at a reported per-share fair market value of $667. Following the reported transactions, Goodarzi beneficially owned 51,348.477 and 60,400.154 shares in different line items, with holdings held indirectly by trust. The reporting was signed by a power-of-attorney on 09/03/2025.

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.

Anton Hanebrink, EVP, Corporate Strategy and Development at Intuit (INTU), reported receipt and partial disposition of company stock tied to performance-based restricted stock units. On 09/01/2025, 10,749 performance-based restricted stock units vested and were converted 1-for-1 into 10,749 shares of common stock at no exercise price. The filing also reports a disposition of 5,573.358 shares at a reported per-share value of $667, leaving 28,772.876 shares beneficially owned after the transactions.

Hilliard Caryl Lyn, EVP, People and Places at Intuit Inc. (INTU), reported transactions dated 09/01/2025. Performance-based restricted stock units vested on that date, converting 3,633 RSUs into common shares at no cash exercise price. To cover taxes or related obligations, 1,802.261 of those shares were disposed of at a reported price equal to the prior trading day's fair market value of $667 per share. Following the reported transactions, beneficial ownership is shown as 24,202.091 shares after the acquisition line and 22,399.83 shares after the disposition line. The filing notes the RSUs were granted for meeting total shareholder return performance objectives, vest 1-for-1 into common stock, do not expire, and the form was signed by power of attorney on 09/03/2025.

Intuit Inc. (INTU) reporting person Kerry J. McLean, EVP, General Counsel & Corporate Secretary, disclosed stock unit vesting and a sale on 09/01/2025. 7,267 performance-based restricted stock units vested and were converted 1-for-1 into 7,267 shares at no cash price, increasing holdings to 30,997.3326 shares (direct). Separately, 3,478 shares were sold at an effective per-share value based on the prior trading day's fair market value, reducing post-transaction holdings to 27,519.3326 shares (direct). The Form 4 was signed by power-of-attorney on 09/03/2025.

Intuit Inc. reports fiscal 2025 results and disclosures emphasizing its AI-driven platform strategy across four reportable segments and consolidated financial position. The company states an aggregate market value of common stock held by non-affiliates of $164.2 billion based on a $601.51 share price, and reports 278,805 thousand shares outstanding as of August 26, 2025. At July 31, 2025 Intuit had $1.2 billion of net deferred tax assets with valuation allowances including an increase of $63 million during the year. Management declared fiscal 2025 dividends totaling $4.16 per share and repurchased 4.3 million shares for $2.8 billion during the year; board authorizations expanded repurchase capacity by an additional $3.0 billion and later $3.2 billion. Debt outstanding includes $1.0 billion of 2020 Notes and $4.0 billion of 2023 Notes, with the company compliant with covenant requirements. Ernst & Young LLP issued unqualified audit opinions on the financial statements and internal control over financial reporting. The filing discloses extensive cybersecurity and third-party vendor risk discussion and describes a CyberCRAFT team of approximately 500 professionals.

This Form 144 notice reports a proposed Rule 144 sale of 3,522 common shares of the issuer, with an aggregate market value of $2,334,126.26, expected to occur on 09/03/2025 on NASDAQ. The shares were acquired as performance shares from the issuer on 09/01/2025 and payment is listed as Not Applicable. The filing shows 278,947,000 shares outstanding for the class. It also discloses a prior sale by Mark Phillip Notarainni of 1,147 shares on 07/02/2025 for $887,662.38. Several standard filer and issuer contact fields are blank in the provided content.