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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 6 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   •       •      –    2014-05-22 4 AS $77.30 $463,800 D/D (6,000) 219,109 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-12-18 4 D $380.11 $523,031 D/D (1,376) 356,202 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 Executive Chairman   •       •      –    2020-08-11 4 D $299.20 $563,693 D/D (1,884) 320,321 0 -
INTU Intuit Inc CEO & President   •       •      –    2011-08-01 4 D $46.10 $599,392 D/D (13,002) 23,999 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2010-08-01 4 D $39.75 $630,912 D/D (15,872) 86,676 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 Executive Chairman   •       •      –    2021-08-10 4 D $530.13 $725,748 D/D (1,369) 361,819 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-10-01 4 D $543.97 $766,454 D/D (1,409) 407,121 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2010-01-01 4 D $30.73 $840,066 D/D (27,337) 67,573 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2018-09-01 4 D $219.47 $936,478 D/D (4,267) 300,620 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-12-31 4 D $650.00 $949,650 D/D (1,461) 408,549 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 CEO, President and Director   •       •      –    2014-07-01 4 D $81.28 $979,364 D/D (12,050) 230,059 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 Executive Chairman   •       •      –    2020-12-31 4 D $379.85 $1,006,223 D/D (2,649) 359,001 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-12-12 4 D $252.75 $1,040,319 D/D (4,116) 322,535 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 CEO, President and Director   •       •      –    2013-08-01 4 D $64.49 $1,093,686 D/D (16,959) 200,109 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 CEO, President and Director   •       •      –    2012-08-01 4 D $57.93 $1,216,936 D/D (21,007) 89,451 0 -
INTU Intuit Inc CEO and President and Director   •       •      –    2013-09-01 4 D $63.53 $1,491,430 D/D (23,476) 224,639 0 -
INTU Intuit Inc President and CEO   •       •      –    2012-01-01 4 D $52.59 $1,501,287 D/D (28,547) 65,015 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-02-22 4 AS $32.42 $1,620,795 D/D (50,000) 67,573 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 -
  200  Records found
  1   2   3   4   5   6  7   8      
  Page 6 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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