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Intuit

XNAS · SERVICES-PREPACKAGED SOFTWARE

4 articles20 insider tx20 holders0 supply chain3 selling intent filings3 new insiders

Research articles

Includes notes from domestic 8-K and foreign private issuer 6-K disclosures.

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Recent insider activity

Insider net $ (monthly)open-market Form 4 only - grants, exercises, tax withholding excluded$500.0M$250.0M$0-$250.0M-$500.0M2024-10 -$2.9M2024-11 -$50.2M2024-12 -$182.2M2025-01 -$19.9M2025-02 -$48.9M2025-03 -$58.9M2025-04 $02025-05 -$125.9M2025-06 -$76.7M2025-07 -$5.6M2025-08 -$380K2025-09 -$645K2025-10 -$792K2025-11 $02025-12 -$328.3M2026-01 -$27.5M2026-02 $02026-03 -$457K2026-04 $02026-05 $542K2026-06 -$444K2026-07 $02026-08 -$314K2026-09 -$93KInstitutional shares (majority-gated quarters)100.0M50.0M02025-Q4 94.2M sh2026-Q1 66.8M sh2026-Q2 65.4M shOct 24Dec 24Feb 25Apr 25Jun 25Aug 25Oct 25Dec 25Feb 26Apr 26Jun 26Aug 26Q4 2025Q1 2026Q2 2026~ derived from SEC-reported shares x price. Hatched: excluded (implausible price) or unpriced.

open-market Form 4 only - grants, exercises, tax withholding excluded

0 buyers - 2 unique sellers · 9 accumulating - 4 trimming - 0 unchanged

Date Insider Title Type Shares Price Value
September 8, 2026 Dalzell Richard L — SELL -285 $325 ~$93K
September 1, 2026 Goodarzi Sasan K Chairman and CEO OPTION_EXERCISE 26,188.54 — —
September 1, 2026 Goodarzi Sasan K Chairman and CEO TAX_WITHHOLD -12,377.44 $359 ~$4.4M
September 1, 2026 Goodarzi Sasan K Chairman and CEO OPTION_EXERCISE -26,188.54 — —
September 1, 2026 Cozzens Tyler Ralph EVP, Gen. Counsel & Corp. Sec. OPTION_EXERCISE 1,859 — —
September 1, 2026 Cozzens Tyler Ralph EVP, Gen. Counsel & Corp. Sec. TAX_WITHHOLD -767.59 $359 ~$0.3M
September 1, 2026 Cozzens Tyler Ralph EVP, Gen. Counsel & Corp. Sec. OPTION_EXERCISE -1,859 — —
September 1, 2026 Aujla Sandeep EVP and CFO OPTION_EXERCISE 7,215 — —
September 1, 2026 Aujla Sandeep EVP and CFO TAX_WITHHOLD -3,704.9 $359 ~$1.3M
September 1, 2026 Aujla Sandeep EVP and CFO OPTION_EXERCISE -7,215 — —
September 1, 2026 Hilliard Caryl Lyn EVP, People and Places OPTION_EXERCISE 2,166 — —
September 1, 2026 Hilliard Caryl Lyn EVP, People and Places TAX_WITHHOLD -958.1 $359 ~$0.3M
September 1, 2026 Hilliard Caryl Lyn EVP, People and Places OPTION_EXERCISE -2,166 — —
September 1, 2026 Hanebrink Anton EVP, Corp Strategy and Dev OPTION_EXERCISE 5,247 — —
September 1, 2026 Hanebrink Anton EVP, Corp Strategy and Dev TAX_WITHHOLD -2,720.57 $359 ~$1.0M
September 1, 2026 Hanebrink Anton EVP, Corp Strategy and Dev OPTION_EXERCISE -5,247 — —
September 1, 2026 Hotz Lauren D SVP, Chief Accounting Officer OPTION_EXERCISE 2,019 — —
September 1, 2026 Hotz Lauren D SVP, Chief Accounting Officer TAX_WITHHOLD -1,063.01 $359 ~$0.4M
September 1, 2026 Hotz Lauren D SVP, Chief Accounting Officer OPTION_EXERCISE -2,019 — —
August 27, 2026 Hotz Lauren D SVP, Chief Accounting Officer SELL -844.54 $347 ~$0.3M

Insider Selling Intent (Form 144)

Date Filer Relationship Est. shares Filing
August 27, 2026 Lauren Dale Hotz — 908 SEC
June 16, 2026 Richard L Dalzell — 853 SEC
June 10, 2026 Richard L Dalzell — 671 SEC

New Insiders (Form 3)

Date Insider Title Relationship Shares Filing
August 7, 2026 — — — — SEC
August 5, 2026 — — — — SEC
August 5, 2026 — — — — SEC

Institutional holdings

Institution Shares Value ($) Change % Filing date
Vanguard Group 28,918,438 ~$19.2B — January 29, 2026
BlackRock 26,430,847 ~$17.5B — February 12, 2026
BlackRock 24,388,716 ~$16.0B — August 13, 2024
BlackRock 25,475,596 ~$11.0B -3.6% May 13, 2026
State Street 13,062,848 ~$8.7B — February 13, 2026
JP Morgan Chase 11,950,984 ~$7.9B — February 11, 2026
BlackRock 26,252,335 ~$6.9B 3.0% August 7, 2026
JP Morgan Chase 13,277,159 ~$5.7B 11.1% May 13, 2026
State Street 12,962,149 ~$5.6B -0.8% May 15, 2026
State Street 13,289,484 ~$3.5B 2.5% August 7, 2026
Morgan Stanley 5,100,857 ~$3.4B — May 27, 2026
Morgan Stanley 5,688,825 ~$2.5B 11.5% May 15, 2026
Goldman Sachs 3,324,966 ~$2.2B — March 25, 2026
Fidelity (FMR) 2,771,287 ~$1.8B — February 17, 2026
Goldman Sachs 3,137,880 ~$1.4B -5.6% May 15, 2026
JP Morgan Chase 4,943,587 ~$1.3B -62.8% August 12, 2026
Morgan Stanley 4,935,654 ~$1.3B -13.2% August 13, 2026
Fidelity (FMR) 2,760,331 ~$1.2B -0.4% May 15, 2026
Citadel Advisors 1,536,994 ~$1.0B — February 17, 2026
Citadel Advisors 2,170,720 ~$938.6M 41.2% May 15, 2026
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