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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 -
AMZN Amazon.com Inc Director   –       •      –    2023-09-13 3 IO $0.00 $0 D/D 0 334 %
AMZN Amazon.com Inc Director   –       •      –    2023-09-13 3 IO $0.00 $0 I/I 0 13,277 %
INTU Intuit Inc President, CEO & Director   •       •      –    2009-09-15 4 D $27.78 $1,056 D/D (38) 29,910 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-10-01 4 D $264.30 $15,329 D/D (58) 322,535 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-10-01 4 OE $0.00 $0 D/D 58 322,593 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-04-01 4 D $218.12 $15,923 D/D (73) 303,852 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2020-04-01 4 OE $0.00 $0 D/D 73 303,925 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 President, CEO & Director   •       •      –    2009-09-15 4 OE $0.00 $0 D/D 82 29,948 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 and Director   •       •      –    2010-06-15 4 D $37.44 $3,744 D/D (100) 68,548 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   •       •      –    2008-12-15 4 D $22.83 $2,625 D/D (115) 6,734 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 Executive Chairman   •       •      –    2019-12-31 4 D $261.93 $52,910 D/D (202) 303,762 0 -
INTU Intuit Inc Executive Chairman   •       •      –    2019-12-31 4 OE $0.00 $0 D/D 202 303,964 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 & 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 OE $0.00 $0 D/D 230 6,705 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 President, CEO and Director   •       •      –    2010-03-15 4 OE $0.00 $0 D/D 256 68,307 0 -
INTU Intuit Inc Director   –       •      –    2022-08-09 4 D $462.07 $123,835 D/D (268) 361,343 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