Intuit SEC Filings

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.

Form 144 notice for INTU shows a proposed sale of 1,950 shares of Common stock to be executed through Morgan Stanley Smith Barney LLC on NASDAQ with an aggregate market value of $1,306,500.00 and an approximate sale date of 08/29/2025. The filing states these 1,950 shares were acquired on 08/29/2025 by stock option exercise from the issuer and paid for in cash on the same date. The notice also discloses a sale in the prior three months: Laura Fennell sold 1,429 shares on 08/28/2025 for gross proceeds of $950,285.00. The filer represents, by signature, that no undisclosed material adverse information is known.

Form 144 filing for INTU discloses a proposed sale of 1,429 shares of common stock through Morgan Stanley Smith Barney on 08/28/2025 with an aggregate market value of $950,285.00. The shares were acquired on 08/28/2025 via a stock option exercise from the issuer and paid in cash. The filing lists 278,947,000 shares outstanding. The notice also records a prior sale by Laura Fennell of 25,648 shares on 05/29/2025 for gross proceeds of $19,293,654.14. The filer affirms there is no undisclosed material adverse information and includes the standard signature and legal attestation language.

Scott D. Cook, an Intuit Inc. director, reported a sale of 529 shares of Intuit common stock on 08/25/2025 at a price of $664.99 per share. The sale was executed under a previously adopted Rule 10b5-1 trading plan established December 26, 2023. After the reported transaction, the filing shows Mr. Cook beneficially owns 6,162,547 shares indirectly through trusts, with 43,868 shares held in a 1994 charitable trust and the remainder held in a 1993 family trust. The Form 4 was signed by power-of-attorney on 08/26/2025.

Intuit insider sale under prearranged plan — Sandeep Aujla, Intuit's EVP and CFO, reported a sale of 42 shares of Intuit Inc. common stock on 08/25/2025 at $664.99 per share. After the transaction, the filing shows 830.5426 shares beneficially owned in a direct capacity. The Form 4 notes the sale was executed pursuant to a Rule 10b5-1 trading plan that the reporting person adopted on January 7, 2025. No derivative transactions were reported. The Form 4 was signed on behalf of the reporting person by Erick Rivero under power of attorney on 08/26/2025.

Form 144 filing for Intuit Inc. (INTU) shows a proposed sale of 529 common shares to be executed through Morgan Stanley Smith Barney LLC on 08/25/2025 with an aggregate market value reported as $350,547.14. The shares were acquired as founders' shares on 03/12/1993 and payment details are listed as N/A.

The filing also discloses recent Rule 10b5-1 sales by the SCOTT D. COOK & HELEN SIGNE OSTBY 1993 FAMILY TRUST: 62,816 shares sold on 06/09/2025 for $48,116,584.88 and 72,442 shares sold on 05/27/2025 for $53,700,407.03. The filer attests they are not aware of undisclosed material adverse information and includes standard Rule 10b5-1 notice language.