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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 Executive Chairman   •       •      –    2020-12-31 4 D $379.85 $1,006,223 D/D (2,649) 359,001 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-12-31 4 OE $0.00 $0 D/D 5,448 361,650 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-02-26 4 GD $0.00 $0 D/D 6,380 352,621 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-05-27 4 OE $107.25 $17,488,292 D/D 163,061 517,568 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-05-27 4 AS $428.18 $70,360,199 D/D (163,061) 354,507 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 Executive Chairman   •       •      –    2021-07-01 4 OE $0.00 $0 D/D 11,118 365,628 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-08-10 4 D $530.13 $725,748 D/D (1,369) 361,819 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-08-10 4 OE $0.00 $0 D/D 2,882 363,188 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-09-01 4 D $563.13 $22,538,715 D/D (40,024) 405,694 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-09-01 4 OE $0.00 $0 D/D 83,899 406,447 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-10-01 4 D $543.97 $766,454 D/D (1,409) 407,121 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-10-01 4 OE $0.00 $0 D/D 2,836 408,530 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-12-17 4 OE $0.00 $0 D/D 547 407,668 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-12-17 4 D $620.27 $339,288 D/D (547) 407,121 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-12-31 4 D $650.00 $949,650 D/D (1,461) 408,549 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-12-31 4 OE $0.00 $0 D/D 2,889 410,010 0 -
INTU Intuit Inc Director   –       •      –    2022-03-01 4 GD $0.00 $0 D/D 8,327 400,222 0 -
INTU Intuit Inc Director   –       •      –    2022-03-11 4 D $0.00 $0 D/D (44,311) 355,911 0 -
INTU Intuit Inc Director   –       •      –    2022-03-11 4 A $0.00 $0 I/I 44,311 44,311 0 -
INTU Intuit Inc Director   –       •      –    2022-04-01 4 D $483.93 $311,167 D/D (643) 358,011 0 -
INTU Intuit Inc Director   –       •      –    2022-04-01 4 OE $0.00 $0 D/D 2,743 358,654 0 -
INTU Intuit Inc Director   –       •      –    2022-06-30 4 D $385.44 $378,502 D/D (982) 359,105 0 -
INTU Intuit Inc Director   –       •      –    2022-06-30 4 OE $0.00 $0 D/D 2,076 360,087 0 -
INTU Intuit Inc Director   –       •      –    2022-07-01 4 OE $0.00 $0 D/D 2,744 361,849 0 -
  200  Records found
  1   2   3   4   5   6   7  8      
  Page 7 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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