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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   $243,310,268    

Indirect Value

  $30,023,030      
Total Shares   618,514      
Total Value   $273,333,298      


Intuit Inc
 $241,804,610 ALTABA Inc
 $852,786 Momentive Global Inc
 $454,432 Amazon.com Inc
 $62,421 Humana Inc
 $136,019 Intuit Inc
 $241,804,610 ALTABA Inc
 $852,786 Momentive Global Inc
 $454,432 Amazon.com Inc
 $62,421 Humana Inc
 $136,019
 


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 Executive Chairman   •       •      –    2019-07-01 4 OE $0.00 $0 D/D 30,322 288,588 0 -
INTU Intuit Inc Exec. Chairman of the Board   •       •      –    2019-09-01 4 OE $0.00 $0 D/D 96,021 327,009 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-10-01 4 OE $0.00 $0 D/D 58 322,593 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-12-12 4 OE $0.00 $0 D/D 4,116 326,651 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-12-20 4 GD $0.00 $0 D/D 18,773 303,762 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-12-31 4 OE $0.00 $0 D/D 202 303,964 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-04-01 4 OE $0.00 $0 D/D 73 303,925 0 -
MNTV Momentive Global Inc Director   –       •      –    2020-06-04 4 A $0.00 $0 D/D 4,535 44,631 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-07-01 4 OE $0.00 $0 D/D 26,736 330,593 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-08-11 4 OE $0.00 $0 D/D 3,964 322,205 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-08-27 4 GD $0.00 $0 D/D 15,615 304,706 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-09-01 4 OE $0.00 $0 D/D 97,024 356,415 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-10-01 4 OE $0.00 $0 D/D 1,760 357,094 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-12-18 4 OE $0.00 $0 D/D 1,376 357,578 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-12-31 4 OE $0.00 $0 D/D 5,448 361,650 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-02-26 4 GD $0.00 $0 D/D 6,380 352,621 0 -
MNTV Momentive Global Inc Director   –       •      –    2021-06-02 4 A $0.00 $0 D/D 3,457 48,088 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-07-01 4 OE $0.00 $0 D/D 11,118 365,628 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-08-10 4 OE $0.00 $0 D/D 2,882 363,188 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-09-01 4 OE $0.00 $0 D/D 83,899 406,447 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-10-01 4 OE $0.00 $0 D/D 2,836 408,530 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-12-17 4 OE $0.00 $0 D/D 547 407,668 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-12-31 4 OE $0.00 $0 D/D 2,889 410,010 0 -
INTU Intuit Inc Director   –       •      –    2022-03-01 4 GD $0.00 $0 D/D 8,327 400,222 0 -
INTU Intuit Inc Director   –       •      –    2022-03-11 4 D $0.00 $0 D/D (44,311) 355,911 0 -

  200  Records found
  1   2   3  4   5   6   7   8      
  Page 3 of 8  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  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