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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 22-Jan-24 10:24 AM View:  | Intuit Inc. (INTU) | 18-Jan-24 | Option Exercise | 1,215 | -- | -- | 3% 37.38K to 38.59K | |
| 23-Jan-23 5:59 PM View: | Intuit Inc. (INTU) | 19-Jan-23 | Option Exercise | 1,550 | -- | -- | 4% 35.83K to 37.38K | |
| 27-Jan-22 8:04 PM View: | Visa Inc. (V) | 25-Jan-22 | Grant | 1,114 | -- | -- | < 1% 111.44K to 112.55K | |
| 24-Jan-22 7:52 PM View: | Intuit Inc. (INTU) | 20-Jan-22 | Option Exercise | 2,220 | -- | -- | 7% 33.61K to 35.83K | |
| 27-Jan-21 5:58 PM View: | Visa Inc. (V) | 26-Jan-21 | Grant | 1,064 | -- | -- | < 1% 110.37K to 111.44K | |
| 25-Jan-21 6:57 PM View: | Intuit Inc. (INTU) | 22-Jan-21 | Option Exercise | 2,777 | -- | -- | 9% 30.83K to 33.61K | |
| 29-Jan-20 4:31 PM View: | Visa Inc. (V) | 28-Jan-20 | Grant | 1,060 | -- | -- | < 1% 109.31K to 110.37K | |
| 29-Jan-20 4:31 PM View: | Visa Inc. (V) | 28-Jan-20 | Acquisition (other) | 1,060 | -- | -- | < 1% 110.37K to 111.43K | |
| 29-Jan-20 4:31 PM View: | Visa Inc. (V) | 28-Jan-20 | Disposition (other) | 1,060 | -- | -- | (< 1%) 111.43K to 110.37K | |
| 27-Jan-20 4:35 PM View: | Intuit Inc. (INTU) | 23-Jan-20 | Option Exercise | 2,907 | -- | -- | 10% 27.92K to 30.83K | |
| 31-Jan-19 5:11 PM View: | Visa Inc. (V) | 29-Jan-19 | Grant | 1,481 | -- | -- | 1% 107.83K to 109.31K | |
| 31-Jan-19 5:11 PM View: | Visa Inc. (V) | 29-Jan-19 | Acquisition (other) | 1,481 | -- | -- | 1% 109.31K to 110.79K | |
| 31-Jan-19 5:11 PM View: | Visa Inc. (V) | 29-Jan-19 | Disposition (other) | 1,481 | -- | -- | (1%) 110.79K to 109.31K | |
| 25-Jan-19 4:01 PM View: | Intuit Inc. (INTU) | 24-Jan-19 | Option Exercise | 3,550 | -- | -- | 15% 24.37K to 27.92K | |
| 22-Jan-18 6:07 PM View: | Intuit Inc. (INTU) | 18-Jan-18 | Option Exercise | 4,083 | -- | -- | 20% 20.29K to 24.37K | |
| 21-Nov-17 4:57 PM View: | Visa Inc. (V) | 19-Nov-17 | Grant | 1,685 | -- | -- | 2% 103.86K to 105.54K | |
| 21-Nov-17 4:57 PM View: | Visa Inc. (V) | 19-Nov-17 | Acquisition (other) | 3,974 | -- | -- | 4% 105.54K to 109.52K | |
| 21-Nov-17 4:57 PM View: | Visa Inc. (V) | 19-Nov-17 | Disposition (other) | 3,974 | -- | -- | (4%) 111.81K to 107.83K | |
| 21-Nov-17 4:57 PM View: | Visa Inc. (V) | 19-Nov-17 | Option Exercise | 2,289 | -- | -- | 2% 109.52K to 111.81K | |
| 23-Jan-17 7:03 PM View: | Intuit Inc. (INTU) | 20-Jan-17 | Option Exercise | 4,554 | -- | -- | 29% 15.74K to 20.29K | |
| 22-Nov-16 9:04 PM View: | Visa Inc. (V) | 19-Nov-16 | Acquisition (other) | 2,246 | -- | -- | 2% 101.61K to 103.86K | |
| 22-Nov-16 9:04 PM View: | Visa Inc. (V) | 19-Nov-16 | Disposition (other) | 2,246 | -- | -- | (2%) 106.1K to 103.86K | |
| 22-Nov-16 9:04 PM View: | Visa Inc. (V) | 19-Nov-16 | Option Exercise | 2,246 | -- | -- | 2% 103.86K to 106.1K | |
| 20-Jun-16 5:19 PM View: | Intuit Inc. (INTU) | 17-Jun-16 | Option Exercise | 30,000 | $29.23 | $876,900.00 | 191% 15.74K to 45.74K | |
| 20-Jun-16 5:19 PM View: | Intuit Inc. (INTU) | 17-Jun-16 | Market Option Sale | 30,000 | $105.23 | $3,157,000.00 | (66%) 45.74K to 15.74K | (259%) |
| 01-Dec-15 3:53 PM View: | Intuit Inc. (INTU) | 30-Nov-15 | Option Exercise | 7,500 | $24.01 | $180,075.00 | 48% 15.74K to 23.24K | |
| 01-Dec-15 3:53 PM View: | Intuit Inc. (INTU) | 30-Nov-15 | Market Option Sale | 7,500 | $100.07 | $750,509.00 | (32%) 23.24K to 15.74K | (280%) |
| 23-Nov-15 5:52 PM View: | Visa Inc. (V) | 19-Nov-15 | Acquisition (other) | 2,880 | -- | -- | 3% 98.73K to 101.61K | |
| 23-Nov-15 5:52 PM View: | Visa Inc. (V) | 19-Nov-15 | Disposition (other) | 2,880 | -- | -- | (3%) 104.49K to 101.61K | |
| 23-Nov-15 5:52 PM View: | Visa Inc. (V) | 19-Nov-15 | Option Exercise | 2,880 | -- | -- | 3% 101.61K to 104.49K | |
| 02-Jun-15 6:58 PM View: | Intuit Inc. (INTU) | 01-Jun-15 | Option Exercise | 7,500 | $27.11 | $203,325.00 | 48% 15.74K to 23.24K | |
| 02-Jun-15 6:58 PM View: | Intuit Inc. (INTU) | 01-Jun-15 | Market Option Sale | 7,500 | $106.67 | $799,994.00 | (32%) 23.24K to 15.74K | (258%) |
| 17-Dec-14 6:17 PM View: | Intuit Inc. (INTU) | 16-Dec-14 | Option Exercise | 22,500 | $27.11 | $609,975.00 | 143% 15.74K to 38.24K | |
| 17-Dec-14 6:17 PM View: | Intuit Inc. (INTU) | 16-Dec-14 | Market Option Sale | 22,500 | $93.00 | $2,092,500.00 | (59%) 38.24K to 15.74K | (313%) |
| 11-Dec-14 5:57 PM View: | Intuit Inc. (INTU) | 10-Dec-14 | Option Exercise | 7,500 | $26.89 | $201,675.00 | 48% 15.74K to 23.24K | |
| 11-Dec-14 5:57 PM View: | Intuit Inc. (INTU) | 10-Dec-14 | Market Option Sale | 7,500 | $93.00 | $697,500.00 | (32%) 23.24K to 15.74K | (313%) |
| 21-Nov-14 6:58 PM View: | Visa Inc. (V) | 19-Nov-14 | Acquisition (other) | 887 | -- | -- | 4% 23.8K to 24.68K | |
| 21-Nov-14 6:58 PM View: | Visa Inc. (V) | 19-Nov-14 | Disposition (other) | 887 | -- | -- | (3%) 25.57K to 24.68K | |
| 21-Nov-14 6:58 PM View: | Visa Inc. (V) | 19-Nov-14 | Option Exercise | 887 | -- | -- | 4% 24.68K to 25.57K | |
| 13-Jun-14 3:32 PM View: | Intuit Inc. (INTU) | 12-Jun-14 | Option Exercise | 75,000 | $29.97 | $2,247,750.00 | 477% 15.74K to 90.74K | |
| 13-Jun-14 3:32 PM View: | Intuit Inc. (INTU) | 12-Jun-14 | Market Option Sale | 75,000 | $78.91 | $5,917,970.00 | (83%) 90.74K to 15.74K | (389%) |
| 21-Nov-13 6:03 PM View: | Visa Inc. (V) | 19-Nov-13 | Acquisition (other) | 1,202 | -- | -- | 5% 23.8K to 25.0K | |
| 21-Nov-13 6:03 PM View: | Visa Inc. (V) | 19-Nov-13 | Disposition (other) | 1,202 | -- | -- | (5%) 25.0K to 23.8K | |
| 03-Jan-13 5:15 PM View: | Intuit Inc. (INTU) | 01-Jan-13 | Option Exercise | 1,854 | -- | -- | 13% 13.88K to 15.74K | |
| 21-Nov-12 8:04 PM View: | Visa Inc. (V) | 19-Nov-12 | Grant | 1,202 | -- | -- | 5% 22.59K to 23.8K | |
| 04-Jan-12 6:28 PM View: | Intuit Inc. (INTU) | 01-Jan-12 | Option Exercise | 4,291 | -- | -- | 45% 9.59K to 13.88K | |
| 02-Dec-11 8:17 PM View: | Intuit Inc. (INTU) | 01-Dec-11 | Option Exercise | 2,894 | -- | -- | 43% 6.7K to 9.59K | |
| 08-Nov-11 9:21 PM View: | Visa Inc. (V) | 05-Nov-11 | Grant | 1,889 | -- | -- | 9% 20.7K to 22.59K | |
| 03-Dec-10 7:36 PM View: | Intuit Inc. (INTU) | 01-Dec-10 | Option Exercise | 6,698 | -- | -- | 100% 0 to 6.7K | |
| 09-Nov-10 8:01 PM View: | Visa Inc. (V) | 05-Nov-10 | Grant | 2,030 | -- | -- | 11% 18.68K to 20.7K |