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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 Executive Chairman   •       •      –    2020-08-11 4 OE $0.00 $0 D/D 3,964 322,205 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 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   •       •      –    2020-12-31 4 OE $0.00 $0 D/D 5,448 361,650 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   •       •      –    2021-07-01 4 OE $0.00 $0 D/D 11,118 365,628 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 OE $0.00 $0 D/D 83,899 406,447 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   •       •      –    2021-12-31 4 OE $0.00 $0 D/D 2,889 410,010 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 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 -
INTU Intuit Inc Director   –       •      –    2022-08-09 4 OE $0.00 $0 D/D 704 361,611 0 -
INTU Intuit Inc Director   –       •      –    2022-09-01 4 OE $0.00 $0 D/D 67,061 403,678 0 -
INTU Intuit Inc Director   –       •      –    2022-10-01 4 OE $0.00 $0 D/D 2,743 401,171 0 -
INTU Intuit Inc Director   –       •      –    2022-12-31 4 OE $0.00 $0 D/D 2,743 402,973 0 -
INTU Intuit Inc Director   –       •      –    2023-01-18 4 OE $0.00 $0 D/D 6,270 408,302 0 -
HUM Humana Inc Director   –       •      –    2023-09-15 4 OE $0.00 $0 D/D 386 386 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 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   •       •      –    2020-08-27 4 S $339.93 $6,420,588 I/I (18,773) 0 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