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Form 4 discloses that Kerry J. McLean, EVP, General Counsel & Corporate Secretary of Intuit (INTU), received new equity awards on 07/24/2025. The package includes:
- 8,633 non-qualified stock options with a strike price of $781.21, expiring 07/23/2032. 25 % vests 07/24/2026; the remainder vests monthly until fully vested after four years.
- 2,721 time-based RSUs that begin vesting 12/31/2025 (12.5 %) and then 6.25 % quarterly until fully vested.
- 5,231 performance-based RSUs (target) that can vest at 0-200 % of target depending on TSR goals; any earned units vest 09/01/2028.
All awards are held directly. Following the transactions, McLean now holds the same amounts shown above, indicating these are new grants rather than exercises or sales. No non-derivative share movements were reported.
The filing signals routine executive compensation intended to align incentives with long-term shareholder value; direct financial impact to Intuit is minimal and dilution potential (~16.6 k shares) is immaterial relative to the company’s >280 m shares outstanding.
On 24 Jul 2025 Intuit Inc. (INTU) filed a Form 4 reporting that its SVP & Chief Accounting Officer Lauren D. Hotz received a fresh equity grant.
- Stock options: 4,063 non-qualified options with a $781.21 exercise price expiring 23 Jul 2032. Vesting: 25 % after one year, then 2 1/12 % monthly until fully vested on the fourth anniversary.
- Time-based RSUs: 1,281 units; 25 % vest 1 Jul 2026, the balance vests 6.25 % each 1 Oct, 31 Dec, 1 Apr and 1 Jul thereafter.
- Performance RSUs: 2,462 target units subject to 0–200 % payout based on total-shareholder-return goals; any earned shares vest 1 Sep 2028.
All transactions are coded “A” (acquired) at no out-of-pocket cost, reflecting routine executive compensation rather than open-market activity. No disposals were reported, so Ms. Hotz’s beneficial derivative holdings increased by the amounts granted. The award is immaterial to Intuit’s share count but strengthens long-term alignment between the executive and shareholders.
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.