SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| DALZELL RICHARD L | Director | 2026-09-08 | Open-market sell 10b5-1 | 285 | $93K |
| Aujla Sandeep | EVP and CFO | 2026-09-01 | Option exercise | 7215 | $0 |
| Aujla Sandeep | EVP and CFO | 2026-09-01 | Tax withholding | 3705 | $1.3M |
| Cozzens Tyler Ralph | EVP, Gen. Counsel & Corp. Sec. | 2026-09-01 | Option exercise | 1859 | $0 |
| Cozzens Tyler Ralph | EVP, Gen. Counsel & Corp. Sec. | 2026-09-01 | Tax withholding | 768 | $276K |
| Goodarzi Sasan K | Chairman and CEO, Director | 2026-09-01 | Option exercise | 26189 | $0 |
| Goodarzi Sasan K | Chairman and CEO, Director | 2026-09-01 | Tax withholding | 12377 | $4.4M |
| Hanebrink Anton | EVP, Corp Strategy and Dev | 2026-09-01 | Option exercise | 5247 | $0 |
| Hanebrink Anton | EVP, Corp Strategy and Dev | 2026-09-01 | Tax withholding | 2721 | $978K |
| Hilliard Caryl Lyn | EVP, People and Places | 2026-09-01 | Option exercise | 2166 | $0 |
| Hilliard Caryl Lyn | EVP, People and Places | 2026-09-01 | Tax withholding | 958 | $344K |
| Hotz Lauren D | SVP, Chief Accounting Officer | 2026-09-01 | Option exercise | 2019 | $0 |
| Hotz Lauren D | SVP, Chief Accounting Officer | 2026-09-01 | Tax withholding | 1063 | $382K |
| Hotz Lauren D | SVP, Chief Accounting Officer | 2026-08-27 | Open-market sell | 845 | $293K |
| Hotz Lauren D | SVP, Chief Accounting Officer | 2026-08-27 | Open-market sell | 62 | $22K |
| Aujla Sandeep | EVP and CFO | 2026-08-11 | Option exercise | 120 | $0 |
| Aujla Sandeep | EVP and CFO | 2026-08-11 | Option exercise | 120 | $0 |
| Aujla Sandeep | EVP and CFO | 2026-08-11 | Tax withholding | 120 | $40K |
| Cozzens Tyler Ralph | EVP, Gen. Counsel & Corp. Sec. | 2026-08-11 | Option exercise | 89 | $0 |
| Cozzens Tyler Ralph | EVP, Gen. Counsel & Corp. Sec. | 2026-08-11 | Option exercise | 84 | $0 |
Fiscal period ending 2026-07-31 versus 2025-07-31 — view filing on EDGAR →
Credit and execution risk have both incrementally widened: consumer lending expansion raises default and fraud exposure, while a deepened AI commitment — now spanning agentic systems and internal operations — adds material execution and financial risk if returns fail to materialize. The changes are contained to two themes with no solvency or distress signals, but the directional drift is uniformly negative.
2 company-specific
Expansion into consumer lending and new products materially broadens credit risk exposure and customer base concentration, escalating default and fraud risks.
We provide access to capital to small and mid-market businesses and consumers, which exposes us to risk, and may cause us material financial or reputational harm. We provide qualified small and…
Escalated AI investment commitment and expanded scope (agentic AI, internal operations). Added risk that benefits may not materialize, signaling heightened financial exposure and execution risk.
Uncertainty in the development, deployment, and use of artificial intelligence in our platform and products and by our customers may result in harm to our business and reputation. We continue to…
Fiscal period ending 2025-07-31 versus 2024-07-31 — view filing on EDGAR →
Competitive and operational risks intensified on two fronts: the IRS free direct-file program became permanent, structurally threatening tax-segment revenue, while a simultaneous pivot to mid-market lending via loan purchasing materially alters the capital and credit risk profile. AI-enabled fraud adds a third escalating pressure, raising the bar on cybersecurity capabilities across the business.
2 company-specific · 1 common-mode
IRS free direct filing system moved from pilot (2024) to permanent (2025), escalating government competition threat to tax business revenue.
STRATEGIC RISKS We face intense competitive pressures that may harm our operating results. We face intense competition in all of our businesses, and we expect competition to continue to intensify in…
Expanded target market from small businesses to small and mid-market businesses; changed business model from direct lending to loan purchasing, materially altering risk profile and capital requirements.
We provide access to capital to small and mid-market businesses, which exposes us to risk, and may cause us material financial or reputational harm. We provide qualified small and mid-market…
Addition of AI-enabled fraud threat and explicit mention of team sophistication requirements escalates the risk profile materially.
If we are unable to effectively combat the increasing amount and sophistication of fraudulent activities by malicious third parties, we may suffer losses, which may be substantial, and lose the…
Intuit disclosed financial results for fiscal year ended July 31, 2026, reporting full-year revenue of $21.4 billion (14% growth), GAAP operating income of $5.9 billion (20% growth), and GAAP EPS of $16.46 (20% growth), along with forward-looking guidance for fiscal 2027.
View raw filing on EDGAR →Intuit's Board approved a quarterly cash dividend of $1.38 per share, payable October 16, 2026, representing a 15% increase versus the prior year.
View raw filing on EDGAR →Intuit issued $1.75 billion in aggregate principal amount of senior notes ($750M due 2031 at 4.950% and $1B due 2036 at 5.500%), with net proceeds of approximately $1.74 billion intended for general corporate purposes including potential refinancing of existing debt. While this is a material financing event affecting the registrant's capital structure and liquidity, it does not fit cleanly into the more specific event categories (not a dilutive equity issuance, not M&A activity, not a covenant breach or going-concern disclosure). The disclosure is routine debt issuance disclosure under Item 8.01, making "other_material" the most appropriate classification.
View raw filing on EDGAR →Intuit disclosed quarterly financial results for the fiscal quarter ended April 30, 2026, with a press release attached as Exhibit 99.01.
View raw filing on EDGAR →The company announced a material restructuring plan involving a 17% workforce reduction and site closures, with estimated charges of $300–$340 million primarily for severance and employee benefits.
View raw filing on EDGAR →The Board approved a $1.20 per share cash dividend with a July 17, 2026 payment date.
View raw filing on EDGAR →