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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Nov-24 7:35 PM View:  | Amazon.com Inc. (AMZN) | 15-Nov-24 | Option Exercise Duplicate | 2,605 | -- | -- | 19% 14.01K to 16.62K | |
| 19-Sep-23 9:39 AM View: | Humana Inc. (HUM) | 15-Sep-23 | Option Exercise | 386 | -- | -- | 100% 0 to 0.39K | |
| 20-Jan-23 8:19 PM View: | Intuit Inc. (INTU) | 18-Jan-23 | Option Exercise | 6,270 | -- | -- | 1% 446.34K to 452.61K | |
| 04-Jan-23 4:05 PM View: | Intuit Inc. (INTU) | 31-Dec-22 | Payment of Exercise | 941 | $389.22 | $366,256.00 | (< 1%) 447.28K to 446.34K | |
| 04-Jan-23 4:05 PM View: | Intuit Inc. (INTU) | 31-Dec-22 | Option Exercise | 2,743 | -- | -- | < 1% 444.54K to 447.28K | |
| 04-Oct-22 6:13 PM View: | Intuit Inc. (INTU) | 01-Oct-22 | Payment of Exercise | 941 | $387.32 | $364,468.00 | (< 1%) 445.48K to 444.54K | |
| 04-Oct-22 6:13 PM View: | Intuit Inc. (INTU) | 01-Oct-22 | Option Exercise | 2,743 | -- | -- | < 1% 442.74K to 445.48K | |
| 06-Sep-22 3:24 PM View: | Intuit Inc. (INTU) | 01-Sep-22 | Payment of Exercise | 29,976 | $425.50 | $12,754,800.00 | (6%) 472.71K to 442.74K | |
| 06-Sep-22 3:24 PM View: | Intuit Inc. (INTU) | 01-Sep-22 | Option Exercise | 67,061 | -- | -- | 17% 405.65K to 472.71K | |
| 11-Aug-22 9:45 AM View: | Intuit Inc. (INTU) | 09-Aug-22 | Payment of Exercise | 268 | $462.07 | $123,835.00 | (< 1%) 405.92K to 405.65K | |
| 11-Aug-22 9:45 AM View: | Intuit Inc. (INTU) | 09-Aug-22 | Option Exercise | 704 | -- | -- | < 1% 405.22K to 405.92K | |
| 06-Jul-22 7:41 PM View: | Intuit Inc. (INTU) | 01-Jul-22 | Payment of Exercise | 942 | $388.31 | $365,788.00 | (< 1%) 406.16K to 405.22K | |
| 06-Jul-22 7:41 PM View: | Intuit Inc. (INTU) | 01-Jul-22 | Option Exercise | 2,744 | -- | -- | < 1% 403.42K to 406.16K | |
| 05-Jul-22 6:33 PM View: | Intuit Inc. (INTU) | 30-Jun-22 | Payment of Exercise | 982 | $385.44 | $378,502.00 | (< 1%) 404.4K to 403.42K | |
| 05-Jul-22 6:33 PM View: | Intuit Inc. (INTU) | 30-Jun-22 | Option Exercise | 2,076 | -- | -- | < 1% 402.32K to 404.4K | |
| 04-Apr-22 3:10 PM View: | Intuit Inc. (INTU) | 01-Apr-22 | Payment of Exercise | 643 | $483.93 | $311,167.00 | (< 1%) 402.96K to 402.32K | |
| 04-Apr-22 3:10 PM View: | Intuit Inc. (INTU) | 01-Apr-22 | Option Exercise | 2,743 | -- | -- | < 1% 400.22K to 402.96K | |
| 15-Mar-22 7:21 PM View: | Intuit Inc. (INTU) | 11-Mar-22 | Acquisition (other) | 44,311 | -- | -- | 11% 400.22K to 444.53K | |
| 15-Mar-22 7:21 PM View: | Intuit Inc. (INTU) | 11-Mar-22 | Disposition (other) | 44,311 | -- | -- | (10%) 444.53K to 400.22K | |
| 01-Mar-22 10:00 PM View: | Intuit Inc. (INTU) | 01-Mar-22 | Gift | 8,327 | -- | -- | (2%) 408.55K to 400.22K | |
| 04-Jan-22 9:05 PM View: | Intuit Inc. (INTU) | 31-Dec-21 | Payment of Exercise | 1,461 | $650.00 | $949,650.00 | (< 1%) 410.01K to 408.55K | |
| 04-Jan-22 9:05 PM View: | Intuit Inc. (INTU) | 31-Dec-21 | Option Exercise | 2,889 | -- | -- | < 1% 407.12K to 410.01K | |
| 21-Dec-21 4:22 PM View: | Intuit Inc. (INTU) | 17-Dec-21 | Payment of Exercise | 547 | $620.27 | $339,288.00 | (< 1%) 407.67K to 407.12K | |
| 21-Dec-21 4:22 PM View: | Intuit Inc. (INTU) | 17-Dec-21 | Option Exercise | 547 | -- | -- | < 1% 407.12K to 407.67K | |
| 04-Oct-21 6:50 PM View: | Intuit Inc. (INTU) | 01-Oct-21 | Payment of Exercise | 1,409 | $543.97 | $766,454.00 | (< 1%) 408.53K to 407.12K | |
| 04-Oct-21 6:50 PM View: | Intuit Inc. (INTU) | 01-Oct-21 | Option Exercise | 2,836 | -- | -- | < 1% 405.69K to 408.53K | |
| 02-Sep-21 9:07 PM View: | Intuit Inc. (INTU) | 01-Sep-21 | Payment of Exercise | 40,024 | $563.13 | $22,538,700.00 | (9%) 445.72K to 405.69K | |
| 02-Sep-21 9:07 PM View: | Intuit Inc. (INTU) | 01-Sep-21 | Option Exercise | 83,899 | -- | -- | 23% 361.82K to 445.72K | |
| 12-Aug-21 2:37 PM View: | Intuit Inc. (INTU) | 10-Aug-21 | Payment of Exercise | 1,369 | $530.13 | $725,748.00 | (< 1%) 363.19K to 361.82K | |
| 12-Aug-21 2:37 PM View: | Intuit Inc. (INTU) | 10-Aug-21 | Option Exercise | 2,882 | -- | -- | < 1% 360.31K to 363.19K | |
| 02-Jul-21 5:25 PM View: | Intuit Inc. (INTU) | 01-Jul-21 | Payment of Exercise | 5,322 | $491.05 | $2,613,370.00 | (1%) 365.63K to 360.31K | |
| 02-Jul-21 5:25 PM View: | Intuit Inc. (INTU) | 01-Jul-21 | Option Exercise | 11,118 | -- | -- | 3% 354.51K to 365.63K | |
| 10-Aug-21 10:00 PM View: | Momentive Global Inc. (SVMK) | 02-Jun-21 | Grant | 3,457 | -- | -- | 8% 44.63K to 48.09K | |
| 28-May-21 11:37 AM View: | Nordstrom Inc. (JWN) | 27-May-21 | Grant | 10,204 | $34.30 | $349,997.00 | 20% 50.17K to 60.37K | 0% |
| 01-Jun-21 1:41 PM View: | Intuit Inc. (INTU) | 27-May-21 | Option Exercise | 163,061 | $107.25 | $17,488,300.00 | 46% 354.51K to 517.57K | |
| 01-Jun-21 1:41 PM View: | Intuit Inc. (INTU) | 27-May-21 | Market Option Sale (Planned) | 163,061 | $431.50 | $70,360,200.00 | (32%) 517.57K to 354.51K | |
| 05-Apr-21 7:28 PM View: | Intuit Inc. (INTU) | 01-Apr-21 | Payment of Exercise | 1,046 | $395.23 | $413,411.00 | (< 1%) 355.55K to 354.51K | |
| 05-Apr-21 7:28 PM View: | Intuit Inc. (INTU) | 01-Apr-21 | Option Exercise | 2,857 | -- | -- | < 1% 352.7K to 355.55K | |
| 02-Mar-21 7:08 PM View: | Intuit Inc. (INTU) | 26-Feb-21 | Gift | 6,380 | -- | -- | (2%) 359.0K to 352.62K | |
| 05-Jan-21 12:44 PM View: | Intuit Inc. (INTU) | 31-Dec-20 | Payment of Exercise | 2,649 | $379.85 | $1,006,220.00 | (< 1%) 361.65K to 359.0K | |
| 05-Jan-21 12:44 PM View: | Intuit Inc. (INTU) | 31-Dec-20 | Option Exercise | 5,448 | -- | -- | 2% 356.2K to 361.65K | |
| 21-Dec-20 8:21 PM View: | Intuit Inc. (INTU) | 18-Dec-20 | Payment of Exercise | 1,376 | $380.11 | $523,031.00 | (< 1%) 357.58K to 356.2K | (< 1%) |
| 21-Dec-20 8:21 PM View: | Intuit Inc. (INTU) | 18-Dec-20 | Option Exercise | 1,376 | -- | -- | < 1% 356.2K to 357.58K | |
| 05-Oct-20 1:24 PM View: | Intuit Inc. (INTU) | 01-Oct-20 | Payment of Exercise | 892 | $332.34 | $296,447.00 | (< 1%) 357.09K to 356.2K | (14%) |
| 05-Oct-20 1:24 PM View: | Intuit Inc. (INTU) | 01-Oct-20 | Option Exercise | 1,760 | -- | -- | < 1% 355.33K to 357.09K | |
| 03-Sep-20 1:24 PM View: | Intuit Inc. (INTU) | 01-Sep-20 | Payment of Exercise | 46,396 | $347.18 | $16,107,800.00 | (12%) 401.73K to 355.33K | (10%) |
| 03-Sep-20 1:24 PM View: | Intuit Inc. (INTU) | 01-Sep-20 | Option Exercise | 97,024 | -- | -- | 32% 304.71K to 401.73K | |
| 31-Aug-20 5:24 PM View: | Intuit Inc. (INTU) | 27-Aug-20 | Gift | 15,615 | -- | -- | (4%) 354.41K to 338.8K | |
| 31-Aug-20 5:24 PM View: | Intuit Inc. (INTU) | 27-Aug-20 | Market Sale | 18,773 | $342.01 | $6,420,590.00 | (6%) 338.8K to 320.03K | (11%) |
| 12-Aug-20 9:34 PM View: | Intuit Inc. (INTU) | 11-Aug-20 | Payment of Exercise | 1,884 | $299.20 | $563,693.00 | (< 1%) 340.98K to 339.09K | (27%) |