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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   $271,467,517    

Indirect Value

  $33,032,735      
Total Shares   618,514      
Total Value   $304,500,252      


Intuit Inc
 $269,961,116 ALTABA Inc
 $852,786 Momentive Global Inc
 $454,432 Amazon.com Inc
 $61,690 Humana Inc
 $137,493 Intuit Inc
 $269,961,116 ALTABA Inc
 $852,786 Momentive Global Inc
 $454,432 Amazon.com Inc
 $61,690 Humana Inc
 $137,493
 


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

 
3m +/-  
Form
AABA ALTABA Inc Director   –       •      –    2010-06-24 4 A $0.00 $0 D/D 14,834 14,834 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2010-08-01 4 OE $0.00 $0 D/D 34,000 102,548 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 President, CEO and Director   •       •      –    2010-08-23 4 OE $18.72 $972,100 D/D 50,000 51,758 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-08-23 4 AS $42.96 $2,148,157 D/D (50,000) 1,758 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-08-24 4 OE $0.00 $0 D/D 4,241 5,999 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-08-24 4 D $42.68 $83,439 D/D (1,955) 4,044 0 -
INTU Intuit Inc CEO & President   •       •      –    2010-11-22 4 AS $44.96 $2,251,109 D/D (50,000) 4,044 0 -
INTU Intuit Inc CEO & President   •       •      –    2010-11-22 4 OE $22.33 $1,116,500 D/D 50,000 54,044 0 -
AABA ALTABA Inc Director   –       •      –    2011-06-23 4 A $0.00 $0 D/D 14,588 29,422 0 -
INTU Intuit Inc CEO & President   •       •      –    2011-08-01 4 OE $0.00 $0 D/D 32,500 37,001 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 President, CEO & Director   •       •      –    2011-08-22 4 D $43.90 $170,859 D/D (3,892) 28,562 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2011-08-22 4 OE $0.00 $0 D/D 8,455 32,454 0 -
INTU Intuit Inc President and CEO   •       •      –    2012-01-01 4 OE $0.00 $0 D/D 65,000 93,562 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 and CEO   •       •      –    2012-02-23 4 OE $22.33 $6,006,200 D/D 260,000 325,015 0 -
INTU Intuit Inc President and CEO   •       •      –    2012-02-23 4 AS $58.90 $15,314,000 D/D (260,000) 65,015 0 -
AABA ALTABA Inc Director   –       •      –    2012-07-12 4 A $0.00 $0 D/D 14,021 43,443 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, President and Director   •       •      –    2012-08-01 4 OE $0.00 $0 D/D 45,000 110,458 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2012-08-21 4 OE $0.00 $0 D/D 5,786 95,237 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2012-08-21 4 D $58.95 $158,104 D/D (2,682) 92,555 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2013-02-25 4 OE $31.29 $3,129,000 D/D 100,000 192,555 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2013-02-25 4 AS $62.64 $6,264,397 D/D (100,000) 92,555 0 -

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