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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 -
JWN Nordstrom Inc Director   –       •      –    2020-06-01 4 A $16.59 $349,999 I/I 21,097 50,169 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-05-24 4 OE $18.72 $983,000 D/D 50,000 118,187 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-08-23 4 OE $18.72 $972,100 D/D 50,000 51,758 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-02-22 4 OE $21.07 $1,060,700 D/D 50,000 117,573 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2009-11-23 4 OE $21.12 $1,689,200 D/D 80,000 109,910 0 -
INTU Intuit Inc CEO & President   •       •      –    2010-11-22 4 OE $22.33 $1,116,500 D/D 50,000 54,044 0 -
INTU Intuit Inc President and CEO   •       •      –    2012-02-23 4 OE $22.33 $6,006,200 D/D 260,000 325,015 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 CEO, President and Director   •       •      –    2009-03-15 4 D $25.34 $2,281 D/D (90) 7,653 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 President, CEO & Director   •       •      –    2009-09-15 4 D $27.78 $1,056 D/D (38) 29,910 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 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   •       •      –    2008-09-15 4 D $29.66 $3,144 D/D (106) 6,599 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2009-11-23 4 S $29.86 $2,388,744 D/D (80,000) 29,910 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