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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   $236,865,988    

Indirect Value

   $29,219,470      
Total Shares   618,514      
Total Value   $266,085,458      


Intuit Inc $235,361,605 ALTABA Inc $852,786 Momentive Global Inc $454,432 Amazon.com Inc $58,931 Humana Inc $138,234 Intuit Inc $235,361,605 ALTABA Inc $852,786 Momentive Global Inc $454,432 Amazon.com Inc $58,931 Humana Inc $138,234
 


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 6 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 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 Exec. Chairman of the Board   •       •      –    2019-09-01 4 OE $0.00 $0 D/D 96,021 327,009 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   •       •      –    2019-10-01 4 OE $0.00 $0 D/D 58 322,593 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-11-25 4 OE $82.59 $18,785,096 D/D 227,450 549,985 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-11-25 4 AS $257.00 $58,618,474 D/D (227,450) 322,535 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-12-12 4 D $252.75 $1,040,319 D/D (4,116) 322,535 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-12-12 4 OE $0.00 $0 D/D 4,116 326,651 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-12-20 4 GD $0.00 $0 D/D 18,773 303,762 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-12-31 4 OE $0.00 $0 D/D 202 303,964 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-12-31 4 D $261.93 $52,910 D/D (202) 303,762 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-04-01 4 D $218.12 $15,923 D/D (73) 303,852 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-04-01 4 OE $0.00 $0 D/D 73 303,925 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-07-01 4 OE $0.00 $0 D/D 26,736 330,593 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 Executive Chairman   •       •      –    2020-08-11 4 OE $0.00 $0 D/D 3,964 322,205 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   •       •      –    2020-08-27 4 GD $0.00 $0 D/D 15,615 304,706 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   •       •      –    2020-09-01 4 OE $0.00 $0 D/D 97,024 356,415 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   •       •      –    2020-10-01 4 OE $0.00 $0 D/D 1,760 357,094 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-12-18 4 OE $0.00 $0 D/D 1,376 357,578 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-12-18 4 D $380.11 $523,031 D/D (1,376) 356,202 0 -
  200  Records found
  1   2   3   4   5   6  7   8      
  Page 6 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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