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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 8 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   •       •      –    2017-11-22 4 OE $47.79 $5,280,604 D/D 110,496 399,246 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 President and CEO   •       •      –    2012-02-23 4 OE $22.33 $6,006,200 D/D 260,000 325,015 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2013-02-25 4 AS $62.64 $6,264,397 D/D (100,000) 92,555 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 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 President, CEO and Director   •       •      –    2014-11-26 4 OE $30.00 $7,800,000 D/D 260,000 383,377 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 CEO, President, and Chairman   •       •      –    2016-03-08 4 AS $100.06 $10,092,721 D/D (100,868) 154,109 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 Director   –       •      –    2022-09-01 4 D $425.50 $12,754,788 D/D (29,976) 398,428 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 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 Chairman, CEO & President   •       •      –    2018-09-14 4 OE $56.52 $15,293,754 D/D 254,325 554,945 0 -
INTU Intuit Inc President and CEO   •       •      –    2012-02-23 4 AS $58.90 $15,314,000 D/D (260,000) 65,015 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 Chairman, CEO & President   •       •      –    2017-11-22 4 AS $151.26 $16,728,587 D/D (110,496) 288,750 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 CEO, President and Director   •       •      –    2015-02-23 4 AS $96.17 $17,791,210 D/D (185,000) 116,140 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   •       •      –    2021-09-01 4 D $563.13 $22,538,715 D/D (40,024) 405,694 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 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   •       •      –    2019-11-25 4 AS $257.00 $58,618,474 D/D (227,450) 322,535 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2021-05-27 4 AS $428.18 $70,360,199 D/D (163,061) 354,507 0 %
  200  Records found
  1   2   3   4   5   6   7   8     
  Page 8 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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