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Insider Information:   Levin Daniel J
Relationship:  
City:   Mountain View
State:   CA
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   46,940    

Indirect Shares

  0      
Direct Value   $3,158,935    

Indirect Value

  $0      
Total Shares   46,940      
Total Value   $3,158,935      


Intuit Inc
 $1,983,540 Box Inc
 $1,175,395 Intuit Inc
 $1,983,540 Box Inc
 $1,175,395
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    20    

     Stock price went up :

    0   
    9    
     Stock price went down :
    0   
    11    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
 1.3%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Intuit Inc INTU VP, Product Management 2005-09-08 3,000 2003-08-28 0    Premium*  
            Box Inc BOX 2024-03-27 43,940 2024-03-27 0    Premium*  
* Premium Members only  

Records found :    113         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
BOX Box Inc President & COO   •       •      –    2016-09-20 4 AS $14.61 $73,025 I/I (5,000) 0 0 -
BOX Box Inc President & COO   •       •      –    2016-09-27 4 AS $14.72 $73,605 I/I (5,000) 0 0 -
BOX Box Inc President & COO   •       •      –    2016-10-11 4 AS $15.32 $76,595 I/I (5,000) 0 0 -
BOX Box Inc President & COO   •       •      –    2016-10-04 4 AS $16.38 $81,890 I/I (5,000) 0 0 -
BOX Box Inc President & COO   •       •      –    2017-03-15 4 AS $16.75 $334,980 I/I (20,000) 0 0 -
BOX Box Inc President & COO   •       •      –    2017-04-17 4 AS $16.96 $678,240 I/I (40,000) 0 0 -
BOX Box Inc President & COO   •       •      –    2017-04-05 4 AS $17.00 $340,000 I/I (20,000) 0 0 -
BOX Box Inc Director   –       •      –    2022-12-14 4 OE $17.85 $1,365,418 I/I 76,494 132,835 0 -
BOX Box Inc   –       •      –    2024-03-21 4 OE $17.85 $1,314,831 I/I 73,660 73,660 0 -
BOX Box Inc   –       •      –    2024-03-27 4 OE $17.85 $1,249,500 I/I 70,000 70,000 0 -
BOX Box Inc President & COO   •       •      –    2017-06-15 4 AS $18.28 $731,080 I/I (40,000) 0 0 -
BOX Box Inc President   •       •      –    2017-09-05 4 S $18.43 $1,058,521 I/I (57,444) 0 0 -
BOX Box Inc President & COO   •       •      –    2017-05-15 4 AS $18.46 $738,280 I/I (40,000) 0 0 -
BOX Box Inc Director   –       •      –    2017-09-15 4 AS $18.53 $370,600 I/I (20,000) 0 0 -
BOX Box Inc President   •       •      –    2017-08-15 4 AS $18.60 $372,000 I/I (20,000) 0 0 -
BOX Box Inc Director   –       •      –    2018-10-15 4 AS $18.90 $567,000 I/I (30,000) 318,600 0 -
BOX Box Inc Director   –       •      –    2018-11-30 4 AS $18.90 $567,000 I/I (30,000) 288,600 0 -
BOX Box Inc Director   –       •      –    2019-01-07 4 AS $18.90 $567,000 I/I (30,000) 258,600 0 -
BOX Box Inc President & COO   •       •      –    2017-07-17 4 AS $18.93 $757,000 I/I (40,000) 0 0 -
BOX Box Inc Director   –       •      –    2019-01-15 4 AS $19.08 $572,400 I/I (30,000) 228,600 0 -
BOX Box Inc Director   –       •      –    2019-03-15 4 AS $19.77 $593,100 I/I (30,000) 128,600 0 -
BOX Box Inc Director   –       •      –    2020-06-19 4 S $19.80 $279,180 I/I (14,100) 128,600 0 %
BOX Box Inc Director   –       •      –    2020-06-02 4 S $19.83 $3,013,069 I/I (151,945) 128,600 0 %
BOX Box Inc Director   –       •      –    2020-06-22 4 S $19.84 $1,370,556 I/I (65,912) 128,600 0 %
BOX Box Inc Director   –       •      –    2020-06-03 4 S $19.85 $460,222 I/I (23,185) 128,600 0 %

  113  Records found
  1   2   3  4   5      
  Page 3 of 5  
 
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