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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 6 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   –       •      –    2018-05-29 4 A $48.96 $139,977 I/I 2,859 16,624 0 -
JWN Nordstrom Inc Director   –       •      –    2018-11-20 4 A $50.99 $99,991 I/I 1,961 18,585 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 Chairman, CEO & President   •       •      –    2018-09-14 4 OE $56.52 $15,293,754 D/D 254,325 554,945 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 -
JWN Nordstrom Inc Director   –       •      –    2013-06-25 4 A $58.67 $139,987 D/D 2,386 2,386 0 -
INTU Intuit Inc President and CEO   •       •      –    2012-02-23 4 AS $58.90 $15,314,000 D/D (260,000) 65,015 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2012-08-21 4 D $58.95 $158,104 D/D (2,682) 92,555 0 -
JWN Nordstrom Inc Director   –       •      –    2014-05-07 4 A $60.67 $139,966 I/I 2,307 4,693 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2013-02-25 4 AS $62.64 $6,264,397 D/D (100,000) 92,555 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2013-08-20 4 D $63.14 $201,038 D/D (3,184) 203,126 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2013-07-01 4/A D $63.15 $460,364 D/D (7,290) 184,568 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2013-07-01 4 D $63.15 $460,364 D/D (7,290) 99,650 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 CEO, President and Director   •       •      –    2013-08-01 4 D $64.49 $1,093,686 D/D (16,959) 200,109 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 and President and Director   •       •      –    2014-02-24 4 AS $77.16 $7,773,180 D/D (100,000) 224,640 0 -
INTU Intuit Inc CEO and President and Director   •       •      –    2014-05-22 4/A AS $77.30 $463,800 D/D (6,000) 219,019 0 -
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 CEO, President and Director   •       •      –    2014-08-01 4 D $80.56 $1,891,629 D/D (23,481) 251,578 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 CEO and President and Director   •       •      –    2014-08-25 4 AS $82.10 $1,727,037 D/D (21,000) 234,091 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-11-25 4 OE $82.59 $18,785,096 D/D 227,450 549,985 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 CEO, President & Director   •       •      –    2015-09-01 4 D $84.10 $4,066,487 D/D (48,353) 184,007 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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