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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
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 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 Chairman, CEO, & President   •       •      –    2017-07-01 4 D $132.81 $1,837,294 D/D (13,834) 221,194 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 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, President and Director   •       •      –    2014-07-01 4 D $81.28 $979,364 D/D (12,050) 230,059 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2015-09-01 4 OE $0.00 $0 D/D 92,660 232,360 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 Chairman, CEO, & President   •       •      –    2017-07-01 4 OE $0.00 $0 D/D 26,511 235,028 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 and Director   •       •      –    2014-07-01 4 OE $0.00 $0 D/D 23,090 242,109 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2015-11-23 4 OE $30.21 $1,771,817 D/D 58,650 242,657 0 -
INTU Intuit Inc CEO and President and Director   •       •      –    2013-09-01 4 OE $0.00 $0 D/D 44,989 248,115 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 Chairman   •       •      –    2016-03-08 4 OE $30.21 $3,047,222 D/D 100,868 254,977 0 -
INTU Intuit Inc CEO, President, and Director   •       •      –    2014-08-19 4 D $85.39 $318,505 D/D (3,730) 255,091 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-02-25 4 GD $0.00 $0 D/D 20,062 258,140 0 -
INTU Intuit Inc CEO, President, and Director   •       •      –    2014-08-19 4 OE $0.00 $0 D/D 7,243 258,821 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2014-09-01 4 OE $0.00 $0 D/D 61,665 271,560 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 CEO, President and Director   •       •      –    2014-08-01 4 OE $0.00 $0 D/D 45,000 275,059 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2018-11-28 4 AS $205.44 $4,609,867 D/D (22,418) 278,202 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-07-01 4 OE $0.00 $0 D/D 30,322 288,588 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2017-11-22 4 AS $151.26 $16,728,587 D/D (110,496) 288,750 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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