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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 5 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   –       •      –    2016-05-19 4 A $37.11 $139,979 I/I 3,772 10,321 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2016-05-27 4 GD $0.00 $0 D/D 37,665 116,723 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2016-07-01 4 OE $0.00 $0 D/D 46,573 163,296 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2016-07-01 4 D $111.91 $2,719,861 D/D (24,304) 138,992 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2016-09-01 4 OE $0.00 $0 D/D 163,588 302,580 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2016-09-01 4 D $112.34 $9,589,567 D/D (85,362) 217,218 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2016-09-02 4 GD $0.00 $0 D/D 4,470 212,748 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2016-09-06 4 GD $0.00 $0 D/D 4,460 208,288 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2017-02-27 4 OE $37.98 $3,928,841 D/D 103,445 311,733 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2017-02-27 4 AS $126.02 $13,042,947 D/D (103,445) 208,288 0 -
JWN Nordstrom Inc Director   –       •      –    2017-05-16 4 A $40.64 $139,964 I/I 3,444 13,765 0 -
INTU Intuit Inc Chairman, CEO, & President   •       •      –    2017-07-01 4 OE $0.00 $0 D/D 26,511 235,028 0 -
INTU Intuit Inc Chairman, CEO, & President   •       •      –    2017-07-01 4 D $132.81 $1,837,294 D/D (13,834) 221,194 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2017-11-22 4 AS $151.26 $16,728,587 D/D (110,496) 288,750 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2017-11-22 4 OE $47.79 $5,280,604 D/D 110,496 399,246 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2018-03-23 4 OE $0.00 $0 D/D 1,092 290,015 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2018-03-23 4 D $169.87 $185,498 D/D (1,092) 288,923 0 -
JWN Nordstrom Inc Director   –       •      –    2018-05-29 4 A $48.96 $139,977 I/I 2,859 16,624 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2018-07-01 4/A D $204.31 $2,133,353 D/D (10,442) 300,620 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2018-07-01 4/A OE $0.00 $0 D/D 22,139 311,062 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2018-07-01 4 D $204.31 $2,001,780 D/D (9,798) 300,620 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2018-07-01 4 OE $0.00 $0 D/D 21,495 310,418 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2018-09-01 4 OE $0.00 $0 D/D 4,267 304,887 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 Chairman, CEO & President   •       •      –    2018-09-14 4 OE $56.52 $15,293,754 D/D 254,325 554,945 0 -
  200  Records found
  1   2   3   4   5  6   7   8      
  Page 5 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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