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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 18-Sep-24 8:22 PM View:  | Cisco Systems, Inc. (CSCO) | 16-Sep-24 | Grant | 666 | $51.03 | $33,986.00 | 2% 26.71K to 27.37K | |
| 04-Sep-24 8:03 PM View: | Intuit Inc. (INTU) | 01-Sep-24 | Payment of Exercise | 5,049 | $630.26 | $3,181,940.00 | (11%) 45.26K to 40.21K | |
| 04-Sep-24 8:03 PM View: | Intuit Inc. (INTU) | 01-Sep-24 | Option Exercise | 9,589 | -- | -- | 27% 35.67K to 45.26K | |
| 03-Jul-24 8:07 PM View: | Intuit Inc. (INTU) | 01-Jul-24 | Payment of Exercise | 1,581 | $650.77 | $1,028,870.00 | (4%) 37.25K to 35.67K | |
| 03-Jul-24 8:07 PM View: | Intuit Inc. (INTU) | 01-Jul-24 | Option Exercise | 3,077 | -- | -- | 9% 34.17K to 37.25K | |
| 18-Jun-24 7:59 PM View: | Cisco Systems, Inc. (CSCO) | 17-Jun-24 | Grant | 744 | $45.69 | $33,993.40 | 3% 25.74K to 26.48K | |
| 02-Apr-24 6:54 PM View: | Intuit Inc. (INTU) | 01-Apr-24 | Payment of Exercise | 473 | $639.84 | $302,644.00 | (1%) 34.65K to 34.17K | |
| 02-Apr-24 6:54 PM View: | Intuit Inc. (INTU) | 01-Apr-24 | Option Exercise | 1,251 | -- | -- | 4% 33.4K to 34.65K | |
| 19-Mar-24 4:26 PM View: | Cisco Systems, Inc. (CSCO) | 15-Mar-24 | Grant | 694 | $48.93 | $33,957.40 | 3% 24.83K to 25.53K | |
| 02-Jan-24 9:20 PM View: | Intuit Inc. (INTU) | 31-Dec-23 | Payment of Exercise | 661 | $625.03 | $413,145.00 | (2%) 34.01K to 33.35K | |
| 02-Jan-24 9:20 PM View: | Intuit Inc. (INTU) | 31-Dec-23 | Option Exercise | 1,251 | -- | -- | 4% 32.76K to 34.01K | |
| 08-Dec-23 4:40 PM View: | Cisco Systems, Inc. (CSCO) | 06-Dec-23 | Grant | 5,717 | $4.85 | $27,713.70 | 30% 18.93K to 24.65K | |
| 03-Oct-23 12:56 PM View: | Intuit Inc. (INTU) | 01-Oct-23 | Payment of Exercise | 660 | $510.94 | $337,220.00 | (2%) 33.42K to 32.76K | |
| 03-Oct-23 12:56 PM View: | Intuit Inc. (INTU) | 01-Oct-23 | Option Exercise | 1,250 | -- | -- | 4% 32.17K to 33.42K | |
| 19-Sep-23 4:30 PM View: | Cisco Systems, Inc. (CSCO) | 15-Sep-23 | Grant | 495 | $56.04 | $27,739.80 | 3% 18.3K to 18.79K | |
| 13-Sep-23 4:36 PM View: | Intuit Inc. (INTU) | 11-Sep-23 | Market Sale | 8,702 | $552.63 | $4,808,990.00 | (21%) 40.87K to 32.17K | (3%) |
| 06-Sep-23 4:21 PM View: | Intuit Inc. (INTU) | 01-Sep-23 | Payment of Exercise | 10,819 | $549.60 | $5,946,120.00 | (21%) 51.69K to 40.87K | |
| 06-Sep-23 4:21 PM View: | Intuit Inc. (INTU) | 01-Sep-23 | Option Exercise | 22,852 | -- | -- | 79% 28.84K to 51.69K | |
| 30-Aug-23 4:30 PM View: | Intuit Inc. (INTU) | 29-Aug-23 | Option Exercise | 6,978 | $140.21 | $978,385.00 | 24% 29.17K to 36.15K | |
| 30-Aug-23 4:30 PM View: | Intuit Inc. (INTU) | 29-Aug-23 | Option Sale | 6,978 | $531.31 | $3,707,510.00 | (19%) 36.15K to 29.17K | |
| 30-Aug-23 4:30 PM View: | Intuit Inc. (INTU) | 29-Aug-23 | Sale | 332 | $531.31 | $176,396.00 | (1%) 29.17K to 28.84K | |
| 15-Aug-23 7:58 PM View: | Intuit Inc. (INTU) | 14-Aug-23 | Payment of Exercise | 356 | $505.80 | $180,065.00 | (1%) 29.53K to 29.17K | |
| 15-Aug-23 7:58 PM View: | Intuit Inc. (INTU) | 14-Aug-23 | Option Exercise | 688 | -- | -- | 2% 28.84K to 29.53K | |
| 03-Jul-23 3:24 PM View: | Intuit Inc. (INTU) | 01-Jul-23 | Payment of Exercise | 1,518 | $458.19 | $695,532.00 | (5%) 30.36K to 28.84K | |
| 03-Jul-23 3:24 PM View: | Intuit Inc. (INTU) | 01-Jul-23 | Option Exercise | 3,058 | -- | -- | 11% 27.3K to 30.36K | |
| 04-Apr-23 2:14 PM View: | Intuit Inc. (INTU) | 01-Apr-23 | Payment of Exercise | 537 | $445.83 | $239,411.00 | (2%) 27.84K to 27.3K | |
| 04-Apr-23 2:14 PM View: | Intuit Inc. (INTU) | 01-Apr-23 | Option Exercise | 1,314 | -- | -- | 5% 26.52K to 27.84K | |
| 17-Mar-23 4:23 PM View: | Cisco Systems, Inc. (CSCO) | 15-Mar-23 | Grant | 565 | $49.06 | $27,718.90 | 3% 16.92K to 17.48K | |
| 06-Mar-23 7:55 PM View: | Intuit Inc. (INTU) | 03-Mar-23 | Option Exercise | 1,744 | $140.21 | $244,526.00 | 7% 26.46K to 28.2K | |
| 06-Mar-23 7:55 PM View: | Intuit Inc. (INTU) | 03-Mar-23 | Option Sale | 1,744 | $407.36 | $710,432.00 | (6%) 28.2K to 26.46K | |
| 03-Feb-23 3:49 PM View: | Intuit Inc. (INTU) | 01-Feb-23 | Payment of Exercise | 152 | $435.55 | $66,203.60 | (< 1%) 26.61K to 26.46K | |
| 03-Feb-23 3:49 PM View: | Intuit Inc. (INTU) | 01-Feb-23 | Option Exercise | 402 | -- | -- | 2% 26.21K to 26.61K | |
| 04-Jan-23 4:02 PM View: | Intuit Inc. (INTU) | 31-Dec-22 | Payment of Exercise | 653 | $389.22 | $254,161.00 | (2%) 26.86K to 26.21K | |
| 04-Jan-23 4:02 PM View: | Intuit Inc. (INTU) | 31-Dec-22 | Option Exercise | 1,315 | -- | -- | 5% 25.55K to 26.86K | |
| 12-Dec-22 6:46 PM View: | Cisco Systems, Inc. (CSCO) | 08-Dec-22 | Grant | 5,490 | $4.36 | $23,956.10 | 49% 11.29K to 16.79K | |
| 03-Nov-22 2:46 PM View: | Intuit Inc. (INTU) | 01-Nov-22 | Payment of Exercise | 200 | $394.77 | $78,954.00 | (< 1%) 25.75K to 25.55K | |
| 03-Nov-22 2:46 PM View: | Intuit Inc. (INTU) | 01-Nov-22 | Option Exercise | 402 | -- | -- | 2% 25.34K to 25.75K | |
| 04-Oct-22 6:13 PM View: | Intuit Inc. (INTU) | 01-Oct-22 | Payment of Exercise | 654 | $387.32 | $253,307.00 | (3%) 26.0K to 25.34K | |
| 04-Oct-22 6:13 PM View: | Intuit Inc. (INTU) | 01-Oct-22 | Option Exercise | 1,315 | -- | -- | 5% 24.68K to 26.0K | |
| 16-Sep-22 7:14 PM View: | Cisco Systems, Inc. (CSCO) | 15-Sep-22 | Grant | 554 | $43.29 | $23,982.70 | 5% 10.65K to 11.2K | |
| 06-Sep-22 3:15 PM View: | Intuit Inc. (INTU) | 01-Sep-22 | Payment of Exercise | 8,560 | $425.50 | $3,642,280.00 | (26%) 33.24K to 24.68K | |
| 06-Sep-22 3:15 PM View: | Intuit Inc. (INTU) | 01-Sep-22 | Option Exercise | 17,262 | -- | -- | 108% 15.98K to 33.24K | |
| 11-Aug-22 10:05 AM View: | Intuit Inc. (INTU) | 09-Aug-22 | Payment of Exercise | 252 | $462.07 | $116,442.00 | (2%) 16.23K to 15.98K | |
| 11-Aug-22 10:05 AM View: | Intuit Inc. (INTU) | 09-Aug-22 | Option Exercise | 520 | -- | -- | 3% 15.71K to 16.23K | |
| 03-Aug-22 12:02 PM View: | Intuit Inc. (INTU) | 01-Aug-22 | Payment of Exercise | 200 | $448.46 | $89,692.00 | (1%) 15.91K to 15.71K | |
| 03-Aug-22 12:02 PM View: | Intuit Inc. (INTU) | 01-Aug-22 | Option Exercise | 402 | -- | -- | 3% 15.51K to 15.91K | |
| 06-Jul-22 6:25 PM View: | Intuit Inc. (INTU) | 01-Jul-22 | Payment of Exercise | 1,172 | $388.31 | $455,099.00 | (7%) 16.68K to 15.51K | |
| 06-Jul-22 6:25 PM View: | Intuit Inc. (INTU) | 01-Jul-22 | Option Exercise | 2,406 | -- | -- | 17% 14.28K to 16.68K | |
| 17-Jun-22 5:08 PM View: | Cisco Systems, Inc. (CSCO) | 15-Jun-22 | Grant | 547 | $43.80 | $23,958.60 | 5% 10.01K to 10.56K | |
| 03-May-22 6:35 PM View: | Intuit Inc. (INTU) | 01-May-22 | Payment of Exercise | 139 | $418.75 | $58,206.20 | (< 1%) 14.41K to 14.28K |