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

 
3m +/-  
Form
JWN Nordstrom Inc Director   –       •      –    2013-07-02 4 GD $0.00 $0 D/D 2,386 0 0 -
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   •       •      –    2015-02-23 4 GD $0.00 $0 D/D 7,237 116,140 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 Chairman, CEO & President   •       •      –    2016-05-27 4 GD $0.00 $0 D/D 37,665 116,723 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2016-09-02 4 GD $0.00 $0 D/D 4,470 212,748 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2016-09-06 4 GD $0.00 $0 D/D 4,460 208,288 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-02-25 4 GD $0.00 $0 D/D 20,062 258,140 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   •       •      –    2020-08-27 4 GD $0.00 $0 D/D 15,615 304,706 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-02-26 4 GD $0.00 $0 D/D 6,380 352,621 0 -
INTU Intuit Inc Director   –       •      –    2022-03-01 4 GD $0.00 $0 D/D 8,327 400,222 0 -
INTU Intuit Inc SVP, Consumer Tax GroupOfficer   •       –      –    2004-03-22 3 IO $0.00 $0 D/D 0 539 -
AMZN Amazon.com Inc Director   –       •      –    2023-09-13 3 IO $0.00 $0 D/D 0 334 %
AMZN Amazon.com Inc Director   –       •      –    2023-09-13 3 IO $0.00 $0 I/I 0 13,277 %
INTU Intuit Inc President, CEO & Director   •       •      –    2008-06-15 4 OE $0.00 $0 D/D 218 6,553 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2008-09-15 4 OE $0.00 $0 D/D 230 6,705 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2008-12-15 4 OE $0.00 $0 D/D 250 6,849 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2009-03-15 4 OE $0.00 $0 D/D 250 7,743 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2009-06-15 4 OE $0.00 $0 D/D 272 8,199 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2009-09-15 4 OE $0.00 $0 D/D 82 29,948 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 President, CEO & Director   •       •      –    2010-01-01 4 OE $0.00 $0 D/D 65,000 94,910 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   •       •      –    2010-03-15 4 OE $0.00 $0 D/D 256 68,307 0 -

  200  Records found
  1   2   3   4   5  6   7   8      
  Page 5 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