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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 :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
INTU Intuit Inc Executive Chairman   •       •      –    2021-12-31 4 D $650.00 $949,650 D/D (1,461) 408,549 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-12-17 4 D $620.27 $339,288 D/D (547) 407,121 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-09-01 4 D $563.13 $22,538,715 D/D (40,024) 405,694 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 Executive Chairman   •       •      –    2021-08-10 4 D $530.13 $725,748 D/D (1,369) 361,819 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-07-01 4 D $491.05 $2,613,368 D/D (5,322) 360,306 0 -
INTU Intuit Inc Director   –       •      –    2022-04-01 4 D $483.93 $311,167 D/D (643) 358,011 0 -
INTU Intuit Inc Director   –       •      –    2022-08-09 4 D $462.07 $123,835 D/D (268) 361,343 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-05-27 4 AS $428.18 $70,360,199 D/D (163,061) 354,507 0 %
INTU Intuit Inc Director   –       •      –    2022-09-01 4 D $425.50 $12,754,788 D/D (29,976) 398,428 0 -
INTU Intuit Inc Director   –       •      –    2022-12-31 4 D $389.22 $366,256 D/D (941) 402,032 0 -
INTU Intuit Inc Director   –       •      –    2022-07-01 4 D $388.31 $365,788 D/D (942) 360,907 0 -
INTU Intuit Inc Director   –       •      –    2022-10-01 4 D $387.32 $364,468 D/D (941) 400,230 0 -
INTU Intuit Inc Director   –       •      –    2022-06-30 4 D $385.44 $378,502 D/D (982) 359,105 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 Executive Chairman   •       •      –    2020-12-31 4 D $379.85 $1,006,223 D/D (2,649) 359,001 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-09-01 4 D $347.18 $16,107,763 D/D (46,396) 355,334 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-08-27 4 S $339.93 $6,420,588 I/I (18,773) 0 0 %
INTU Intuit Inc Executive Chairman   •       •      –    2020-10-01 4 D $332.34 $296,447 D/D (892) 356,202 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-07-01 4 D $302.58 $3,737,468 D/D (12,352) 318,241 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 Exec. Chairman of the Board   •       •      –    2019-09-01 4 D $288.36 $13,758,232 D/D (47,712) 322,535 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-10-01 4 D $264.30 $15,329 D/D (58) 322,535 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-07-01 4 D $264.20 $3,794,440 D/D (14,362) 274,226 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-12-31 4 D $261.93 $52,910 D/D (202) 303,762 0 -

  25  Records found
  1     
  Page 1 of 1  
 
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