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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 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, President, and Director   •       •      –    2014-08-19 4 D $85.39 $318,505 D/D (3,730) 255,091 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2014-11-26 4 S $92.20 $23,973,222 D/D (260,000) 123,377 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2014-11-24 4 AS $92.38 $10,719,752 D/D (116,005) 123,377 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2015-02-23 4 AS $96.17 $17,791,210 D/D (185,000) 116,140 0 -
INTU Intuit Inc CEO, President, and Chairman   •       •      –    2016-03-09 4 AS $100.00 $52,701 D/D (527) 154,109 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, and Chairman   •       •      –    2016-03-08 4 AS $100.06 $10,092,721 D/D (100,868) 154,109 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 CEO, President and Director   •       •      –    2015-11-23 4 AS $101.25 $5,973,818 D/D (58,650) 184,007 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   •       •      –    2021-05-27 4 OE $107.25 $17,488,292 D/D 163,061 517,568 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 D $112.34 $9,589,567 D/D (85,362) 217,218 0 -
INTU Intuit Inc Chairman, CEO & President   •       •      –    2017-02-27 4 AS $126.02 $13,042,947 D/D (103,445) 208,288 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   •       •      –    2018-03-23 4 D $169.87 $185,498 D/D (1,092) 288,923 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 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   •       •      –    2020-04-01 4 D $218.12 $15,923 D/D (73) 303,852 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 S $227.52 $57,898,402 D/D (254,325) 300,620 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   •       •      –    2019-11-25 4 AS $257.00 $58,618,474 D/D (227,450) 322,535 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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