SEC Filing Analysis: INTUIT INC. (INTU)

Executive Summary

• Trading Significance: Low
• Key Takeaway: EVP and General Counsel Tyler Ralph Cozzens acquired 1,859 shares via performance RSU vesting and surrendered 767.585 shares to cover tax obligations.
• Market Impact: Neutral; routine administrative equity compensation vesting.

Company Information

Field	Value
Company	INTUIT INC.
Ticker Symbol	INTU
CIK	0000896878
Industry	Prepackaged Software

Insider Information

Field	Value
Name	Cozzens Tyler Ralph
CIK	0002146098
Title/Position	EVP, Gen. Counsel & Corp. Sec.
Relationship	Officer

Transaction Details

Field	Value
Form Type	4
Transaction Date	2026-09-01
Transaction Code	F (Tax Withholding) / M (RSU Vesting)
Security Type	Common Stock
Shares Involved	767.585 (Withheld) / 1,859 (Vested)
Price Per Share	$359.30
Total Value	$275,793.29
Shares Owned After	7,304.79
Ownership Type	Direct

Financial Impact Assessment

Transaction Materiality

Metric	Value
Transaction Value (Withheld)	$275,793.29
% of Market Cap ($97.47B)	<0.001%
Shares Transacted	767.585
% of Shares Outstanding (273.54M)	<0.001%
Post-Transaction Ownership	7,304.79 shares (<0.01% of outstanding)
Materiality Assessment	Low

Impact Evaluation

• Market Cap Context: Against Intuit's large-cap valuation of $97.47 billion, this $275.8K tax withholding transaction is immaterial to capital structure.
• Ownership Concentration: Tyler Cozzens holds 7,304.79 direct shares, representing a fractional percentage of total outstanding shares.
• Dilution Impact: Minimal dilution as shares were issued under previously authorized performance equity incentive plans.