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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 7 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 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 President, CEO and Director   •       •      –    2010-05-24 4 AS $34.76 $1,738,160 D/D (50,000) 68,187 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, President, and Chairman   •       •      –    2016-03-10 4 AS $100.09 $1,779,132 D/D (17,776) 154,109 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, President and Director   •       •      –    2014-08-01 4 D $80.56 $1,891,629 D/D (23,481) 251,578 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/A D $204.31 $2,133,353 D/D (10,442) 300,620 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 CEO, President and Chairman   •       •      –    2016-03-11 4 AS $100.00 $2,217,900 D/D (22,179) 154,109 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 President, CEO and Director   •       •      –    2009-11-23 4 S $29.86 $2,388,744 D/D (80,000) 29,910 0 -
INTU Intuit Inc CEO, President, & Director   •       •      –    2015-07-01 4 D $101.62 $2,579,929 D/D (25,388) 139,700 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-07-01 4 D $491.05 $2,613,368 D/D (5,322) 360,306 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 Chairman, CEO & President   •       •      –    2016-07-01 4 D $111.91 $2,719,861 D/D (24,304) 138,992 0 -
INTU Intuit Inc CEO and President and Director   •       •      –    2014-02-24 4 OE $30.07 $3,007,000 D/D 100,000 324,640 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 & Director   •       •      –    2013-02-25 4 OE $31.29 $3,129,000 D/D 100,000 192,555 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   •       •      –    2019-07-01 4 D $264.20 $3,794,440 D/D (14,362) 274,226 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 CEO, President & Director   •       •      –    2015-09-01 4 D $84.10 $4,066,487 D/D (48,353) 184,007 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 CEO, President and Director   •       •      –    2015-02-23 4 OE $27.68 $5,120,800 D/D 185,000 301,140 0 -
  200  Records found
  1   2   3   4   5   6   7  8      
  Page 7 of 8  
 
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  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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