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.
From the seasonal surge of TurboTax filings to the steady QuickBooks subscription revenue, Intuit鈥檚 disclosures tell a story few balance sheets can match. Whether you鈥檙e tracking Intuit insider trading Form 4 transactions or need the Intuit annual report 10-K simplified, every datapoint signals how consumers and small businesses navigate money management software.
Not sure which document has the metrics you need? Here鈥檚 where to look:
- 10-Q: The Intuit quarterly earnings report 10-Q filing breaks out segment growth, cash-flow seasonality, and subscriber churn for fast quarter-over-quarter comparisons.
- 10-K: Our platform delivers an Intuit earnings report filing analysis, highlighting margins across QuickBooks, TurboTax, Mailchimp, and Credit Karma.
- 8-K: Get Intuit 8-K material events explained within minutes of release鈥攑roduct outages, acquisitions, or leadership changes are summarized instantly.
- Form 4: Dive into Intuit executive stock transactions Form 4 to see how directors react ahead of tax season peaks.
- DEF 14A: The Intuit proxy statement executive compensation details incentive structures tied to subscriber growth.
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Intuit Inc. (INTU) EVP Marianna Tessel filed a Form 4 covering compensation-related equity awards dated 07/24/2025. She acquired three new derivative positions:
- 14,726 non-qualified stock options at a $781.21 exercise price; 25 % vest on 07/24/2026, the remainder vest monthly to full vesting after four years; expiration 07/23/2032.
- 4,641 time-based RSUs; 25 % vest on 07/01/2026, then 6.25 % vests on each Oct 1, Dec 31, Apr 1 and Jul 1 until fully vested.
- 8,923 target performance-based RSUs (0鈥�200 % payout) tied to total-shareholder-return metrics; any earned units vest on 09/01/2028.
Intuit Inc. (INTU) 鈥� Form 4 insider transaction
On 07/24/2025, EVP Consumer Group Mark P. Notarainni received three equity awards:
- Non-qualified stock options: 14,726 shares at an exercise price of $781.21; 25% vests 07/24/2026, then 2 1/12 % monthly, fully vested by 07/24/2029; expiration 07/23/2032.
- Time-based RSUs: 4,641 units; 12.5% vests 12/31/2025, then 6.25% on each Apr 1, Jul 1, Oct 1 and Dec 31 until complete.
- Performance RSUs: target 8,923 units (0-200% payout) that vest 09/01/2028 if total-shareholder-return goals are met.
Dividend-equivalent rights accrue in cash on all RSUs. The filing shows no share sales or disposals; all positions were newly granted and are held directly. Post-grant beneficial ownership equals 14,726 options, 4,641 time-based RSUs and 8,923 performance RSUs.
The awards strengthen incentive alignment and represent a potential issuance of up to 28,290 shares鈥攊mmaterial relative to Intuit鈥檚 multi-hundred-million share count.
Intuit Inc. (INTU) 鈥� Form 4, filed 28 Jul 2025
EVP & CFO Sandeep Aujla reported equity awards granted on 24 Jul 2025. All transactions are coded 鈥淎鈥� (acquired) and are held directly.
- Stock options: 14,726 non-qualified options with a $781.21 strike. Vesting: 25 % on 24 Jul 2026, then 2 1/12 % monthly; fully vested after four years (23 Jul 2029).
- Time-based RSUs: 4,641 units. Vesting: 25 % on 1 Jul 2026, then 6.25 % each 1 Oct, 31 Dec, 1 Apr, and 1 Jul until complete.
- Performance RSUs: 8,923 target units (0-200 % payout) linked to total shareholder return goals; cliff-vests 1 Sep 2028.
No shares were sold or transferred, and there are no changes in non-derivative common stock holdings disclosed. The grants modestly increase potential share count鈥攎aximum dilution <0.01 % of Intuit鈥檚 ~280 m shares outstanding鈥攚hile strengthening long-term pay-for-performance alignment for the finance chief.
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鈥檚 >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鈥�200 % payout based on total-shareholder-return goals; any earned shares vest 1 Sep 2028.
All transactions are coded 鈥淎鈥� (acquired) at no out-of-pocket cost, reflecting routine executive compensation rather than open-market activity. No disposals were reported, so Ms. Hotz鈥檚 beneficial derivative holdings increased by the amounts granted. The award is immaterial to Intuit鈥檚 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鈥檚 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鈥檚 overall share count. No derivative securities were involved, and the trades appear to be routine portfolio management rather than signalling a strategic shift.