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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   $263,278,398    

Indirect Value

   $32,117,587      
Total Shares   618,514      
Total Value   $295,395,985      


Intuit Inc $261,782,827 ALTABA Inc $852,786 Momentive Global Inc $454,432 Amazon.com Inc $63,046 Humana Inc $125,307 Intuit Inc $261,782,827 ALTABA Inc $852,786 Momentive Global Inc $454,432 Amazon.com Inc $63,046 Humana Inc $125,307
 


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 1 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 SVP, Consumer Tax GroupOfficer   •       –      –    2004-03-22 3 IO $0.00 $0 D/D 0 539 -
INTU Intuit Inc President, CEO & Director   •       •      –    2008-06-15 4 OE $0.00 $0 D/D 218 6,553 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2008-06-16 4 D $29.40 $2,293 D/D (78) 6,475 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2008-09-15 4 D $29.66 $3,144 D/D (106) 6,599 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2008-09-15 4 OE $0.00 $0 D/D 230 6,705 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2008-12-15 4 D $22.83 $2,625 D/D (115) 6,734 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2008-12-15 4 OE $0.00 $0 D/D 250 6,849 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2009-03-15 4 OE $0.00 $0 D/D 250 7,743 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2009-03-15 4 D $25.34 $2,281 D/D (90) 7,653 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2009-06-15 4 D $27.81 $2,725 D/D (98) 8,101 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2009-06-15 4 OE $0.00 $0 D/D 272 8,199 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2009-09-15 4 D $27.78 $1,056 D/D (38) 29,910 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2009-09-15 4 OE $0.00 $0 D/D 82 29,948 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2009-11-23 4 OE $21.12 $1,689,200 D/D 80,000 109,910 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 & Director   •       •      –    2010-01-01 4 OE $0.00 $0 D/D 65,000 94,910 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2010-01-01 4 D $30.73 $840,066 D/D (27,337) 67,573 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-02-22 4 AS $32.42 $1,620,795 D/D (50,000) 67,573 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-02-22 4 OE $21.07 $1,060,700 D/D 50,000 117,573 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-03-15 4 OE $0.00 $0 D/D 256 68,307 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-03-15 4 D $34.64 $4,157 D/D (120) 68,187 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-05-24 4 OE $18.72 $983,000 D/D 50,000 118,187 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 President, CEO and Director   •       •      –    2010-06-15 4 OE $0.00 $0 D/D 214 68,648 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-06-15 4 D $37.44 $3,744 D/D (100) 68,548 0 -
  200  Records found
  1  2   3   4   5   6   7   8      
  Page 1 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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