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Insider Information:   Smith Brad D
Relationship:   Director
City:   Mountain View
State:   CA
   
Insider Summary:
  
   
Companies Owned :   6    
Direct Shares   500,553    

Indirect Shares

   117,961      
Direct Value   $232,890,279    

Indirect Value

   $28,867,748      
Total Shares   618,514      
Total Value   $261,758,027      


Intuit Inc $231,384,743 ALTABA Inc $852,786 Momentive Global Inc $454,432 Amazon.com Inc $62,535 Humana Inc $135,783 Intuit Inc $231,384,743 ALTABA Inc $852,786 Momentive Global Inc $454,432 Amazon.com Inc $62,535 Humana Inc $135,783
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    1    

     Stock price went up :
    0   
    1    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   1.0   
     Percentage Gain/Loss :
     0.0%
 22.1%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Intuit Inc INTU Director 2023-01-18 408,302 2023-01-18 44,311    Premium*  
            ALTABA Inc AABA Director 2012-07-12 43,443 2010-06-24 0    Premium*  
            Nordstrom Inc JWN Director 2013-07-02 0 2021-05-27 60,373    Premium*  
            Momentive Global Inc MNTV Director 2021-06-02 48,088 2019-06-11 0    Premium*  
            Amazon.com Inc AMZN Director 2023-09-13 334 2023-09-13 13,277    Premium*  
            Humana Inc HUM Director 2023-09-15 386 2023-09-15 0    Premium*  
* Premium Members only  

Records found :    200         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 8
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
INTU Intuit Inc CEO & President   •       •      –    2011-08-01 4 D $46.10 $599,392 D/D (13,002) 23,999 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2011-08-22 4 D $43.90 $170,859 D/D (3,892) 28,562 0 -
INTU Intuit Inc President and CEO   •       •      –    2012-01-01 4 D $52.59 $1,501,287 D/D (28,547) 65,015 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2012-08-01 4 D $57.93 $1,216,936 D/D (21,007) 89,451 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2012-08-21 4 D $58.95 $158,104 D/D (2,682) 92,555 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2013-07-01 4/A D $63.15 $460,364 D/D (7,290) 184,568 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2013-07-01 4 D $63.15 $460,364 D/D (7,290) 99,650 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2013-08-01 4 D $64.49 $1,093,686 D/D (16,959) 200,109 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2013-08-20 4 D $63.14 $201,038 D/D (3,184) 203,126 0 -
INTU Intuit Inc CEO and President and Director   •       •      –    2013-09-01 4 D $63.53 $1,491,430 D/D (23,476) 224,639 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2014-07-01 4 D $81.28 $979,364 D/D (12,050) 230,059 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2014-08-01 4 D $80.56 $1,891,629 D/D (23,481) 251,578 0 -
INTU Intuit Inc CEO, President, and Director   •       •      –    2014-08-19 4 D $85.39 $318,505 D/D (3,730) 255,091 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2014-09-01 4 D $83.18 $2,676,566 D/D (32,178) 239,382 0 -
INTU Intuit Inc CEO, President, & Director   •       •      –    2015-07-01 4 D $101.62 $2,579,929 D/D (25,388) 139,700 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2015-09-01 4 D $84.10 $4,066,487 D/D (48,353) 184,007 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2016-07-01 4 D $111.91 $2,719,861 D/D (24,304) 138,992 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2016-09-01 4 D $112.34 $9,589,567 D/D (85,362) 217,218 0 -
INTU Intuit Inc Chairman, CEO, & President   •       •      –    2017-07-01 4 D $132.81 $1,837,294 D/D (13,834) 221,194 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2018-03-23 4 D $169.87 $185,498 D/D (1,092) 288,923 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2018-07-01 4/A D $204.31 $2,133,353 D/D (10,442) 300,620 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2018-07-01 4 D $204.31 $2,001,780 D/D (9,798) 300,620 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2018-09-01 4 D $219.47 $936,478 D/D (4,267) 300,620 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-07-01 4 D $264.20 $3,794,440 D/D (14,362) 274,226 0 -
INTU Intuit Inc Exec. Chairman of the Board   •       •      –    2019-09-01 4 D $288.36 $13,758,232 D/D (47,712) 322,535 0 -
  200  Records found
  1   2   3  4   5   6   7   8      
  Page 3 of 8  
 
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  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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