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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Sep-24 6:11 PM View:  | Intuit Inc. (INTU) | 18-Sep-24 | Sale (Planned) | 2,461 | $637.19 | $1,568,120.00 | (< 1%) 6.62M to 6.62M | |
| 19-Sep-24 6:11 PM View: | Intuit Inc. (INTU) | 17-Sep-24 | Private Sale (Planned) | 75,000 | $646.09 | $48,456,900.00 | (1%) 6.69M to 6.62M | |
| 12-Jun-24 8:51 PM View: | Intuit Inc. (INTU) | 12-Jun-24 | Market Sale (Planned) | 27,309 | $593.16 | $16,198,700.00 | (< 1%) 6.8M to 6.77M | 4% |
| 12-Jun-24 8:51 PM View: | Intuit Inc. (INTU) | 11-Jun-24 | Market Sale (Planned) | 75,000 | $566.56 | $42,491,700.00 | (1%) 6.88M to 6.8M | (< 1%) |
| 12-Jun-24 8:51 PM View: | Intuit Inc. (INTU) | 10-Jun-24 | Market Sale (Planned) | 75,000 | $567.75 | $42,581,200.00 | (1%) 6.95M to 6.88M | (< 1%) |
| 31-May-24 7:26 PM View: | Intuit Inc. (INTU) | 30-May-24 | Market Sale (Planned) | 14,748 | $567.40 | $8,368,020.00 | (< 1%) 6.97M to 6.95M | (< 1%) |
| 30-May-24 8:56 PM View: | Intuit Inc. (INTU) | 29-May-24 | Private Sale (Planned) | 75,000 | $600.48 | $45,035,800.00 | (1%) 7.04M to 6.97M | |
| 30-May-24 8:56 PM View: | Intuit Inc. (INTU) | 28-May-24 | Market Sale (Planned) | 75,000 | $597.85 | $44,838,700.00 | (1%) 7.12M to 7.04M | 5% |
| 26-Mar-21 3:14 PM View: | Intuit Inc. (INTU) | 09-Mar-21 | Gift | 250,000 | -- | -- | (3%) 7.37M to 7.12M | |
| 01-Oct-20 11:56 AM View: | Intuit Inc. (INTU) | 31-Aug-20 | Gift | 1,453,560 | -- | -- | (9%) 15.69M to 14.23M | |
| 26-Dec-19 5:39 PM View: | Intuit Inc. (INTU) | 23-Dec-19 | Market Sale (Planned) | 21,311 | $267.33 | $5,697,120.00 | (< 1%) 8.34M to 8.32M | (42%) |
| 20-Dec-19 5:45 PM View: | Intuit Inc. (INTU) | 20-Dec-19 | Market Sale (Planned) | 112,022 | $266.15 | $29,815,200.00 | (1%) 8.45M to 8.34M | (42%) |
| 12-Dec-19 10:19 AM View: | Procter & Gamble Co. (PG) | 10-Dec-19 | Grant | 136 | -- | -- | < 1% 115.6K to 115.74K | |
| 11-Dec-19 5:36 PM View: | Intuit Inc. (INTU) | 10-Dec-19 | Market Sale (Planned) | 59,976 | $254.38 | $15,256,800.00 | (< 1%) 16.84M to 16.78M | (49%) |
| 11-Dec-19 5:36 PM View: | Intuit Inc. (INTU) | 09-Dec-19 | Market Sale (Planned) | 73,357 | $256.08 | $18,785,300.00 | (< 1%) 16.91M to 16.84M | (48%) |
| 10-Oct-19 4:29 PM View: | Procter & Gamble Co. (PG) | 08-Oct-19 | Grant | 1,654 | -- | -- | 1% 113.66K to 115.31K | |
| 20-Sep-19 6:56 PM View: | Intuit Inc. (INTU) | 20-Sep-19 | Market Sale (Planned) | 57,831 | $270.04 | $15,616,700.00 | (< 1%) 8.64M to 8.59M | (40%) |
| 20-Sep-19 6:56 PM View: | Intuit Inc. (INTU) | 19-Sep-19 | Market Sale (Planned) | 75,502 | $270.40 | $20,415,500.00 | (< 1%) 8.72M to 8.64M | (40%) |
| 11-Sep-19 2:46 PM View: | Procter & Gamble Co. (PG) | 10-Sep-19 | Grant | 230 | -- | -- | < 1% 113.43K to 113.66K | |
| 11-Sep-19 3:18 PM View: | Intuit Inc. (INTU) | 09-Sep-19 | Market Sale (Planned) | 133,333 | $278.53 | $37,136,900.00 | (< 1%) 17.31M to 17.17M | (36%) |
| 21-Jun-19 4:50 PM View: | Intuit Inc. (INTU) | 20-Jun-19 | Market Sale (Planned) | 45,303 | $266.04 | $12,052,600.00 | (< 1%) 9.57M to 9.52M | (42%) |
| 21-Jun-19 4:50 PM View: | Intuit Inc. (INTU) | 19-Jun-19 | Market Sale (Planned) | 88,031 | $261.23 | $22,996,500.00 | (< 1%) 9.65M to 9.57M | (44%) |
| 12-Jun-19 2:56 PM View: | Procter & Gamble Co. (PG) | 11-Jun-19 | Grant | 286 | -- | -- | < 1% 112.86K to 113.15K | |
| 11-Jun-19 5:04 PM View: | Intuit Inc. (INTU) | 10-Jun-19 | Market Sale (Planned) | 29,517 | $261.67 | $7,723,570.00 | (< 1%) 18.4M to 18.37M | (44%) |
| 11-Jun-19 5:04 PM View: | Intuit Inc. (INTU) | 07-Jun-19 | Market Sale (Planned) | 103,817 | $258.59 | $26,845,900.00 | (< 1%) 18.51M to 18.4M | (46%) |
| 31-Jul-19 2:41 PM View: | Intuit Inc. (INTU) | 22-Mar-19 | Gift | 400,000 | -- | -- | (4%) 9.25M to 8.85M | |
| 14-Mar-19 11:09 AM View: | Procter & Gamble Co. (PG) | 12-Mar-19 | Grant | 263 | -- | -- | < 1% 112.28K to 112.54K | |
| 15-Mar-19 5:06 PM View: | Intuit Inc. (INTU) | 12-Mar-19 | Gift | 400,000 | -- | -- | (4%) 9.92M to 9.52M | |
| 12-Dec-18 2:22 PM View: | Procter & Gamble Co. (PG) | 11-Dec-18 | Grant | 333 | -- | -- | < 1% 111.63K to 111.96K | |
| 26-Nov-18 4:43 PM View: | Intuit Inc. (INTU) | 23-Nov-18 | Market Sale (Planned) | 76,000 | $196.49 | $14,933,600.00 | (< 1%) 10.0M to 9.92M | (93%) |
| 26-Nov-18 4:43 PM View: | Intuit Inc. (INTU) | 21-Nov-18 | Market Sale (Planned) | 76,001 | $198.32 | $15,072,900.00 | (< 1%) 10.07M to 10.0M | (91%) |
| 11-Oct-18 2:10 PM View: | Procter & Gamble Co. (PG) | 09-Oct-18 | Grant | 2,129 | -- | -- | 2% 109.16K to 111.29K | |
| 20-Sep-18 8:06 PM View: | Intuit Inc. (INTU) | 19-Sep-18 | Market Sale (Planned) | 100,000 | $221.58 | $22,158,300.00 | (< 1%) 20.09M to 19.99M | (70%) |
| 12-Sep-18 2:41 PM View: | Procter & Gamble Co. (PG) | 11-Sep-18 | Grant | 382 | -- | -- | < 1% 108.78K to 109.16K | |
| 10-Sep-18 4:09 PM View: | Intuit Inc. (INTU) | 07-Sep-18 | Market Sale (Planned) | 100,000 | $220.30 | $22,029,800.00 | (< 1%) 20.3M to 20.2M | (71%) |
| 29-Aug-18 5:44 PM View: | Intuit Inc. (INTU) | 27-Aug-18 | Market Sale (Planned) | 100,000 | $211.66 | $21,165,900.00 | (< 1%) 20.49M to 20.39M | (78%) |
| 20-Jun-18 4:27 PM View: | Intuit Inc. (INTU) | 19-Jun-18 | Market Sale (Planned) | 100,000 | $209.41 | $20,941,300.00 | (< 1%) 20.72M to 20.62M | (80%) |
| 14-Jun-18 1:52 PM View: | Procter & Gamble Co. (PG) | 12-Jun-18 | Grant | 405 | -- | -- | < 1% 108.01K to 108.42K | |
| 06-Jun-18 7:41 PM View: | Intuit Inc. (INTU) | 06-Jun-18 | Market Sale (Planned) | 100,000 | $208.12 | $20,811,600.00 | (< 1%) 20.89M to 20.79M | (81%) |
| 25-May-18 6:40 PM View: | Intuit Inc. (INTU) | 24-May-18 | Market Sale (Planned) | 100,000 | $196.92 | $19,691,900.00 | (< 1%) 21.12M to 21.02M | (91%) |
| 16-Mar-18 6:31 PM View: | Intuit Inc. (INTU) | 16-Mar-18 | Market Sale (Planned) | 97,330 | $178.60 | $17,382,800.00 | (< 1%) 21.35M to 21.25M | (111%) |
| 16-Mar-18 6:31 PM View: | Intuit Inc. (INTU) | 15-Mar-18 | Market Sale (Planned) | 116,942 | $177.39 | $20,744,800.00 | (< 1%) 21.47M to 21.35M | (112%) |
| 15-Mar-18 11:43 AM View: | Procter & Gamble Co. (PG) | 13-Mar-18 | Grant | 330 | -- | -- | < 1% 107.28K to 107.61K | |
| 13-Mar-18 4:11 PM View: | Intuit Inc. (INTU) | 12-Mar-18 | Market Sale (Planned) | 61,849 | $177.40 | $10,971,900.00 | (< 1%) 21.7M to 21.64M | (112%) |
| 13-Mar-18 4:11 PM View: | Intuit Inc. (INTU) | 09-Mar-18 | Market Sale (Planned) | 145,261 | $175.20 | $25,450,400.00 | (< 1%) 21.85M to 21.7M | (115%) |
| 09-Mar-18 2:34 PM View: | Intuit Inc. (INTU) | 08-Mar-18 | Market Sale (Planned) | 66,071 | $170.68 | $11,277,100.00 | (< 1%) 22.13M to 22.06M | (120%) |
| 09-Mar-18 2:34 PM View: | Intuit Inc. (INTU) | 07-Mar-18 | Market Sale (Planned) | 93,485 | $169.96 | $15,888,800.00 | (< 1%) 22.22M to 22.13M | (121%) |
| 01-Mar-18 3:08 PM View: | Intuit Inc. (INTU) | 28-Feb-18 | Market Sale (Planned) | 107,463 | $169.37 | $18,201,200.00 | (< 1%) 22.46M to 22.35M | (122%) |
| 28-Feb-18 6:36 PM View: | Intuit Inc. (INTU) | 27-Feb-18 | Market Sale (Planned) | 129,583 | $171.58 | $22,234,300.00 | (< 1%) 22.73M to 22.6M | (119%) |
| 28-Feb-18 6:36 PM View: | Intuit Inc. (INTU) | 26-Feb-18 | Market Sale (Planned) | 129,622 | $171.85 | $22,275,900.00 | (< 1%) 22.86M to 22.73M | (119%) |