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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   $236,865,988    

Indirect Value

   $29,219,470      
Total Shares   618,514      
Total Value   $266,085,458      


Intuit Inc $235,361,605 ALTABA Inc $852,786 Momentive Global Inc $454,432 Amazon.com Inc $58,931 Humana Inc $138,234 Intuit Inc $235,361,605 ALTABA Inc $852,786 Momentive Global Inc $454,432 Amazon.com Inc $58,931 Humana Inc $138,234
 


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 4 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 and President and Director   •       •      –    2014-08-27 4 GD $0.00 $0 D/D 24,196 209,895 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2014-09-01 4 OE $0.00 $0 D/D 61,665 271,560 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 President, CEO and Director   •       •      –    2014-11-24 4 AS $92.38 $10,719,752 D/D (116,005) 123,377 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2014-11-26 4 OE $30.00 $7,800,000 D/D 260,000 383,377 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2014-11-26 4 S $92.20 $23,973,222 D/D (260,000) 123,377 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2015-02-23 4 AS $96.17 $17,791,210 D/D (185,000) 116,140 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2015-02-23 4 OE $27.68 $5,120,800 D/D 185,000 301,140 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2015-02-23 4 GD $0.00 $0 D/D 7,237 116,140 0 -
JWN Nordstrom Inc Director   –       •      –    2015-05-05 4 A $75.43 $139,998 I/I 1,856 6,549 0 -
INTU Intuit Inc CEO, President, & Director   •       •      –    2015-07-01 4 OE $0.00 $0 D/D 48,649 165,088 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 CEO, President & Director   •       •      –    2015-09-01 4 OE $0.00 $0 D/D 92,660 232,360 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2015-11-23 4 OE $30.21 $1,771,817 D/D 58,650 242,657 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2015-11-23 4 AS $101.25 $5,973,818 D/D (58,650) 184,007 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2015-11-24 4 GD $0.00 $0 D/D 29,898 154,109 0 -
INTU Intuit Inc CEO, President, and Chairman   •       •      –    2016-03-08 4 OE $30.21 $3,047,222 D/D 100,868 254,977 0 -
INTU Intuit Inc CEO, President, and Chairman   •       •      –    2016-03-08 4 AS $100.06 $10,092,721 D/D (100,868) 154,109 0 -
INTU Intuit Inc CEO, President, and Chairman   •       •      –    2016-03-09 4 AS $100.00 $52,701 D/D (527) 154,109 0 -
INTU Intuit Inc CEO, President, and Chairman   •       •      –    2016-03-09 4 OE $30.21 $15,921 D/D 527 154,636 0 -
INTU Intuit Inc CEO, President, and Chairman   •       •      –    2016-03-10 4 OE $30.21 $537,013 D/D 17,776 171,885 0 -
INTU Intuit Inc CEO, President, and Chairman   •       •      –    2016-03-10 4 AS $100.09 $1,779,132 D/D (17,776) 154,109 0 -
INTU Intuit Inc CEO, President and Chairman   •       •      –    2016-03-11 4 OE $30.21 $670,028 D/D 22,179 176,288 0 -
INTU Intuit Inc CEO, President and Chairman   •       •      –    2016-03-11 4 AS $100.00 $2,217,900 D/D (22,179) 154,109 0 -
  200  Records found
  1   2   3   4  5   6   7   8      
  Page 4 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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