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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 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 Director   –       •      –    2022-03-11 4 A $0.00 $0 I/I 44,311 44,311 0 -
INTU Intuit Inc Director   –       •      –    2022-04-01 4 OE $0.00 $0 D/D 2,743 358,654 0 -
INTU Intuit Inc Director   –       •      –    2022-06-30 4 OE $0.00 $0 D/D 2,076 360,087 0 -
INTU Intuit Inc Director   –       •      –    2022-07-01 4 OE $0.00 $0 D/D 2,744 361,849 0 -
INTU Intuit Inc Director   –       •      –    2022-08-09 4 OE $0.00 $0 D/D 704 361,611 0 -
INTU Intuit Inc Director   –       •      –    2022-09-01 4 OE $0.00 $0 D/D 67,061 403,678 0 -
INTU Intuit Inc Director   –       •      –    2022-10-01 4 OE $0.00 $0 D/D 2,743 401,171 0 -
INTU Intuit Inc Director   –       •      –    2022-12-31 4 OE $0.00 $0 D/D 2,743 402,973 0 -
INTU Intuit Inc Director   –       •      –    2023-01-18 4 OE $0.00 $0 D/D 6,270 408,302 0 -
HUM Humana Inc Director   –       •      –    2023-09-15 4 OE $0.00 $0 D/D 386 386 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2009-09-15 4 D $27.78 $1,056 D/D (38) 29,910 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2009-03-15 4 D $25.34 $2,281 D/D (90) 7,653 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2008-06-16 4 D $29.40 $2,293 D/D (78) 6,475 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2008-12-15 4 D $22.83 $2,625 D/D (115) 6,734 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2009-06-15 4 D $27.81 $2,725 D/D (98) 8,101 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2008-09-15 4 D $29.66 $3,144 D/D (106) 6,599 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-06-15 4 D $37.44 $3,744 D/D (100) 68,548 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-03-15 4 D $34.64 $4,157 D/D (120) 68,187 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-10-01 4 D $264.30 $15,329 D/D (58) 322,535 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 Executive Chairman   •       •      –    2020-04-01 4 D $218.12 $15,923 D/D (73) 303,852 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 Executive Chairman   •       •      –    2019-12-31 4 D $261.93 $52,910 D/D (202) 303,762 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-08-24 4 D $42.68 $83,439 D/D (1,955) 4,044 0 -
JWN Nordstrom Inc Director   –       •      –    2018-11-20 4 A $50.99 $99,991 I/I 1,961 18,585 0 -
  200  Records found
  1   2   3   4  5   6   7   8      
  Page 4 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
 
 
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