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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
JWN Nordstrom Inc Director   –       •      –    2013-07-02 4 GD $0.00 $0 D/D 2,386 0 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-08-27 4 S $339.93 $6,420,588 I/I (18,773) 0 0 %
AMZN Amazon.com Inc Director   –       •      –    2023-09-13 3 IO $0.00 $0 D/D 0 334 %
HUM Humana Inc Director   –       •      –    2023-09-15 4 OE $0.00 $0 D/D 386 386 0 -
INTU Intuit Inc SVP, Consumer Tax GroupOfficer   •       –      –    2004-03-22 3 IO $0.00 $0 D/D 0 539 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-08-23 4 AS $42.96 $2,148,157 D/D (50,000) 1,758 0 -
JWN Nordstrom Inc Director   –       •      –    2013-06-25 4 A $58.67 $139,987 D/D 2,386 2,386 0 -
JWN Nordstrom Inc Director   –       •      –    2013-07-02 4 GA $0.00 $0 I/I 2,386 2,386 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-08-24 4 D $42.68 $83,439 D/D (1,955) 4,044 0 -
INTU Intuit Inc CEO & President   •       •      –    2010-11-22 4 AS $44.96 $2,251,109 D/D (50,000) 4,044 0 -
JWN Nordstrom Inc Director   –       •      –    2014-05-07 4 A $60.67 $139,966 I/I 2,307 4,693 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-08-24 4 OE $0.00 $0 D/D 4,241 5,999 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2008-06-16 4 D $29.40 $2,293 D/D (78) 6,475 0 -
JWN Nordstrom Inc Director   –       •      –    2015-05-05 4 A $75.43 $139,998 I/I 1,856 6,549 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2008-06-15 4 OE $0.00 $0 D/D 218 6,553 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 D $25.34 $2,281 D/D (90) 7,653 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 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 -
JWN Nordstrom Inc Director   –       •      –    2016-05-19 4 A $37.11 $139,979 I/I 3,772 10,321 0 -
AMZN Amazon.com Inc Director   –       •      –    2023-09-13 3 IO $0.00 $0 I/I 0 13,277 %

  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