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INTUIT INC. SEC Filings

INTU NASDAQ

Welcome to our dedicated page for INTUIT SEC filings (Ticker: INTU), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on INTUIT's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into INTUIT's regulatory disclosures and financial reporting.

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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.

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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.

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Rhea-AI Summary

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.

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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.

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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.

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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.

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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.

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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.

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Intuit Inc. executive, the EVP of People and Places, reported multiple equity award transactions dated 12/11/2025. The filing shows several conversions of restricted stock units into Intuit common stock at an effective price of $0 per share, along with a transaction involving 130 shares at a fair market value of $662.43 per share.

After these transactions, the executive directly beneficially owned about 22,555.996 shares of Intuit common stock. The derivative table shows performance-based and matching restricted stock units that settle into common stock on a 1-for-1 basis, with future vesting tied to total shareholder return objectives and specific vesting dates in 2026, 2027, and 2028. The company has accelerated vesting and issuance of portions of these awards to accommodate forfeiture of shares related to employment tax withholding obligations arising in connection with retirement eligibility.

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Intuit Inc.’s CEO, President and Director reported equity award activity involving company stock. On 12/11/2025, performance-based restricted stock units converted into 375, 400 and 132 shares of common stock at an exercise price of $0, all held indirectly through the Goodarzi Rev Trust. After these acquisitions and related tax withholding, the trust held 52,544.676 shares.

To address employment tax withholding arising from retirement eligibility and accelerated vesting, 907 shares were withheld at a fair market value of $662.43 per share. The remaining performance-based restricted stock unit awards, which convert 1-for-1 into common stock and may vest between 0% and 200% of their target amounts based on total shareholder return objectives, are scheduled to vest on 9/1/2026, 9/1/2027 and 9/1/2028, with 24,570, 26,336 and 21,159 target units outstanding on each respective grant.

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FAQ

How many INTUIT (INTU) SEC filings are available on StockTitan?

StockTitan tracks 151 SEC filings for INTUIT (INTU), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for INTUIT (INTU)?

The most recent SEC filing for INTUIT (INTU) was filed on January 26, 2026.