INTUIT INC. (INTU) · Initial Holdings (Form 3) SEC Filing

=== SEC Form 3 — Statement of Changes in Beneficial Ownership === Document Type: 3 Period of Report: 2026-07-31 --- Issuer --- Name: INTUIT INC. (INTU) CIK: 0000896878 --- Reporting Owner --- Name: Cozzens Tyler Ralph CIK: 0002146098 Role: Officer (EVP, Gen. Counsel & Corp. Sec.) --- Holdings --- [Holding #1] Security: Common Stock Ownership: D (Direct) [Holding #2] Security: Non-Qualified Stock Options (right to buy) Ownership: D (Direct) Footnotes: [F1] 25% of the 3,023 options granted on 7/28/2022 vested on 7/28/2023 and thereafter 2 1/12% of the options vest on each monthly anniversary of the first vesting date until 100% vested. [Holding #3] Security: Non-Qualified Stock Options (right to buy) Ownership: D (Direct) Footnotes: [F2] 25% of the 5,110 options granted on 7/27/2023 vested on 7/27/2024 and thereafter 2 1/12% of the options vest on each monthly anniversary of the first vesting date until 100% vested. [Holding #4] Security: Non-Qualified Stock Options (right to buy) Ownership: D (Direct) Footnotes: [F3] 25% of the 4,641 options granted on 7/25/2024 vested on 7/25/2025 and thereafter 2 1/12% of the options vest on each monthly anniversary of the first vesting date until 100% vested. [Holding #5] Security: Non-Qualified Stock Options (right to buy) Ownership: D (Direct) Footnotes: [F4] 25% of the 3,555 options granted on 7/24/2025 vested on 7/24/2026 and thereafter 2 1/12% of the options vest on each monthly anniversary of the first vesting date until 100% vested. [Holding #6] Security: Restricted Stock Units (performance-based vesting) Ownership: D (Direct) Footnotes: [F8] 1-for-1 [F5] Represents vesting date for restricted stock units (performance-based vesting). [F6] Restricted stock units do not expire; they either vest or are canceled prior to vesting date. [F7] The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2026. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. [Holding #7] Security: Restricted Stock Units (performance-based vesting) Ownership: D (Direct) Footnotes: [F8] 1-for-1 [F5] Represents vesting date for restricted stock units (performance-based vesting). [F6] Restricted stock units do not expire; they either vest or are canceled prior to vesting date. [F9] The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2027. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. [Holding #8] Security: Restricted Stock Units (performance-based vesting) Ownership: D (Direct) Footnotes: [F8] 1-for-1 [F5] Represents vesting date for restricted stock units (performance-based vesting). [F6] Restricted stock units do not expire; they either vest or are canceled prior to vesting date. [F10] The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2028. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. [Holding #9] Security: Restricted Stock Units (performance-based vesting) Ownership: D (Direct) Footnotes: [F8] 1-for-1 [F5] Represents vesting date for restricted stock units (performance-based vesting). [F6] Restricted stock units do not expire; they either vest or are canceled prior to vesting date. [F11] The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2029. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. [Holding #10] Security: Restricted Stock Units Ownership: D (Direct) Footnotes: [F8] 1-for-1 [F12] 12.5% of the 1,511 restricted stock units granted on 7/27/2023 vested on December 31, 2023 and thereafter 6.25% of the restricted stock units vest on each April 1, July 1, October 1, and December 31, until the award is fully vested. [F6] Restricted stock units do not expire; they either vest or are canceled prior to vesting date. [Holding #11] Security: Restricted Stock Units Ownership: D (Direct) Footnotes: [F8] 1-for-1 [F13] 12.5% of the 1,398 restricted stock units granted on 7/25/2024 vested on December 31, 2024 and thereafter 6.25% of the restricted stock units vest on each April 1, July 1, October 1, and December 31, until the award is fully vested. [F6] Restricted stock units do not expire; they either vest or are canceled prior to vesting date. [Holding #12] Security: Restricted Stock Units Ownership: D (Direct) Footnotes: [F8] 1-for-1 [F14] 12.5% of the 1,121 restricted stock units granted on 7/24/2025 vested on December 31, 2025 and thereafter 6.25% of the restricted stock units vest on each April 1, July 1, October 1, and December 31, until the award is fully vested. [F6] Restricted stock units do not expire; they either vest or are canceled prior to vesting date. [Holding #13] Security: Restricted Stock Units Ownership: D (Direct) Footnotes: [F8] 1-for-1 [F15] 12.5% of the 14,492 restricted stock units granted on 7/23/2026 vest on December 31, 2026 and thereafter 6.25% of the restricted stock units vest on each April 1, July 1, October 1, and December 31, until the award is fully vested. [F6] Restricted stock units do not expire; they either vest or are canceled prior to vesting date. [Holding #14] Security: Restricted Stock Units (MSPP Matching Award) Ownership: D (Direct) Footnotes: [F8] 1-for-1 [F16] 100% of the restricted stock units granted vest on 8/11/2026. [F6] Restricted stock units do not expire; they either vest or are canceled prior to vesting date. [Holding #15] Security: Restricted Stock Units (MSPP Matching Award) Ownership: D (Direct) Footnotes: [F8] 1-for-1 [F17] 100% of the restricted stock units granted vest on 8/9/2027. [F6] Restricted stock units do not expire; they either vest or are canceled prior to vesting date. [Holding #16] Security: Restricted Stock Units (MSPP Matching Award) Ownership: D (Direct) Footnotes: [F8] 1-for-1 [F18] 100% of the restricted stock units granted vest on 8/8/2028. [F6] Restricted stock units do not expire; they either vest or are canceled prior to vesting date. [Holding #17] Security: Restricted Stock Units (MSPP Purchased Award) Ownership: D (Direct) Footnotes: [F8] 1-for-1 [F19] Restricted stock units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. [F6] Restricted stock units do not expire; they either vest or are canceled prior to vesting date. [Holding #18] Security: Restricted Stock Units (MSPP Purchased Award) Ownership: D (Direct) Footnotes: [F8] 1-for-1 [F19] Restricted stock units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. [F6] Restricted stock units do not expire; they either vest or are canceled prior to vesting date. [Holding #19] Security: Restricted Stock Units (MSPP Purchased Award) Ownership: D (Direct) Footnotes: [F8] 1-for-1 [F19] Restricted stock units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. [F6] Restricted stock units do not expire; they either vest or are canceled prior to vesting date. --- Footnotes (Complete Index) --- F1: 25% of the 3,023 options granted on 7/28/2022 vested on 7/28/2023 and thereafter 2 1/12% of the options vest on each monthly anniversary of the first vesting date until 100% vested. F10: The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2028. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F11: The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2029. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F12: 12.5% of the 1,511 restricted stock units granted on 7/27/2023 vested on December 31, 2023 and thereafter 6.25% of the restricted stock units vest on each April 1, July 1, October 1, and December 31, until the award is fully vested. F13: 12.5% of the 1,398 restricted stock units granted on 7/25/2024 vested on December 31, 2024 and thereafter 6.25% of the restricted stock units vest on each April 1, July 1, October 1, and December 31, until the award is fully vested. F14: 12.5% of the 1,121 restricted stock units granted on 7/24/2025 vested on December 31, 2025 and thereafter 6.25% of the restricted stock units vest on each April 1, July 1, October 1, and December 31, until the award is fully vested. F15: 12.5% of the 14,492 restricted stock units granted on 7/23/2026 vest on December 31, 2026 and thereafter 6.25% of the restricted stock units vest on each April 1, July 1, October 1, and December 31, until the award is fully vested. F16: 100% of the restricted stock units granted vest on 8/11/2026. F17: 100% of the restricted stock units granted vest on 8/9/2027. F18: 100% of the restricted stock units granted vest on 8/8/2028. F19: Restricted stock units (MSPP Purchased Award) are fully vested upon grant; however, settlement occurs upon the earlier of termination of employment or three years from grant date. F2: 25% of the 5,110 options granted on 7/27/2023 vested on 7/27/2024 and thereafter 2 1/12% of the options vest on each monthly anniversary of the first vesting date until 100% vested. F3: 25% of the 4,641 options granted on 7/25/2024 vested on 7/25/2025 and thereafter 2 1/12% of the options vest on each monthly anniversary of the first vesting date until 100% vested. F4: 25% of the 3,555 options granted on 7/24/2025 vested on 7/24/2026 and thereafter 2 1/12% of the options vest on each monthly anniversary of the first vesting date until 100% vested. F5: Represents vesting date for restricted stock units (performance-based vesting). F6: Restricted stock units do not expire; they either vest or are canceled prior to vesting date. F7: The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2026. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. F8: 1-for-1 F9: The target number of units subject to the award is presented in the table; the number that vest may be 0-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2027. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. --- Signature --- /s/ /s/ Erick Rivero, by power-of-attorney (2026-08-07)