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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 11-Sep-24 4:17 PM View:  | Rocket Companies, Inc. (RKT) | 09-Sep-24 | Payment of Exercise | 58,259 | $19.31 | $1,124,980.00 | (7%) 780.25K to 721.99K | |
| 12-Mar-24 6:51 PM View: | Rocket Companies, Inc. (RKT) | 08-Mar-24 | Grant | 780,252 | -- | -- | 100% 0 to 780.25K | |
| 03-Jul-23 3:23 PM View: | Intuit Inc. (INTU) | 01-Jul-23 | Payment of Exercise | 612 | $458.19 | $280,412.00 | (29%) 2.15K to 1.53K | |
| 03-Jul-23 3:23 PM View: | Intuit Inc. (INTU) | 01-Jul-23 | Option Exercise | 1,764 | -- | -- | 462% 0.38K to 2.15K | |
| 04-Apr-23 2:05 PM View: | Intuit Inc. (INTU) | 01-Apr-23 | Payment of Exercise | 80 | $445.83 | $35,666.40 | (17%) 0.46K to 0.38K | |
| 04-Apr-23 2:05 PM View: | Intuit Inc. (INTU) | 01-Apr-23 | Option Exercise | 232 | -- | -- | 101% 0.23K to 0.46K | |
| 04-Jan-23 4:02 PM View: | Intuit Inc. (INTU) | 31-Dec-22 | Payment of Exercise | 116 | $389.22 | $45,149.50 | (34%) 0.35K to 0.23K | |
| 04-Jan-23 4:02 PM View: | Intuit Inc. (INTU) | 31-Dec-22 | Option Exercise | 231 | -- | -- | 201% 0.12K to 0.35K | |
| 04-Oct-22 6:12 PM View: | Intuit Inc. (INTU) | 01-Oct-22 | Payment of Exercise | 116 | $387.32 | $44,929.10 | (50%) 0.23K to 0.12K | |
| 04-Oct-22 6:12 PM View: | Intuit Inc. (INTU) | 01-Oct-22 | Option Exercise | 231 | -- | -- | 100% 0 to 0.23K | |
| 13-Sep-22 12:03 PM View: | Intuit Inc. (INTU) | 09-Sep-22 | Option Exercise | 4,986 | $293.29 | $1,462,340.00 | 203% 2.45K to 7.44K | |
| 13-Sep-22 12:03 PM View: | Intuit Inc. (INTU) | 09-Sep-22 | Option Sale | 4,986 | $450.80 | $2,247,670.00 | (67%) 7.44K to 2.45K | |
| 13-Sep-22 12:03 PM View: | Intuit Inc. (INTU) | 09-Sep-22 | Sale | 2,452 | $450.80 | $1,105,350.00 | (100%) 2.45K to 0 | |
| 06-Sep-22 3:24 PM View: | Intuit Inc. (INTU) | 01-Sep-22 | Payment of Exercise | 1,302 | $425.50 | $554,001.00 | (35%) 3.75K to 2.44K | |
| 06-Sep-22 3:24 PM View: | Intuit Inc. (INTU) | 01-Sep-22 | Option Exercise | 2,760 | -- | -- | 280% 0.98K to 3.75K | |
| 06-Jul-22 7:40 PM View: | Intuit Inc. (INTU) | 01-Jul-22 | Payment of Exercise | 259 | $388.31 | $100,572.00 | (21%) 1.24K to 0.98K | |
| 06-Jul-22 7:40 PM View: | Intuit Inc. (INTU) | 01-Jul-22 | Option Exercise | 744 | -- | -- | 149% 0.5K to 1.24K |