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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Jul-24 8:02 PM View:  | Intuit Inc. (INTU) | 03-Jul-24 | Planned Option Sale | 466 | $651.27 | $303,492.00 | (46%) 1.02K to 0.55K | |
| 03-Jul-24 8:02 PM View: | Intuit Inc. (INTU) | 02-Jul-24 | Planned Option Sale | 965 | $651.00 | $628,215.00 | (49%) 1.99K to 1.02K | |
| 03-Jul-24 8:02 PM View: | Intuit Inc. (INTU) | 01-Jul-24 | Payment of Exercise | 857 | $650.77 | $557,710.00 | (30%) 2.84K to 1.99K | |
| 03-Jul-24 8:02 PM View: | Intuit Inc. (INTU) | 01-Jul-24 | Option Exercise | 1,973 | -- | -- | 227% 0.87K to 2.84K | |
| 29-May-24 7:54 PM View: | Intuit Inc. (INTU) | 28-May-24 | Private Sale (Planned) | 465 | $604.58 | $281,130.00 | (35%) 1.33K to 0.87K | |
| 02-Apr-24 6:51 PM View: | Intuit Inc. (INTU) | 01-Apr-24 | Payment of Exercise | 248 | $639.84 | $158,680.00 | (16%) 1.58K to 1.33K | |
| 02-Apr-24 6:51 PM View: | Intuit Inc. (INTU) | 01-Apr-24 | Option Exercise | 713 | -- | -- | 82% 0.87K to 1.58K | |
| 04-Jan-24 6:11 PM View: | Intuit Inc. (INTU) | 03-Jan-24 | Option Exercise | 357 | $597.56 | $213,329.00 | (29%) 1.23K to 0.87K | 5% |
| 02-Jan-24 9:19 PM View: | Intuit Inc. (INTU) | 31-Dec-23 | Payment of Exercise | 356 | $625.03 | $222,511.00 | (23%) 1.58K to 1.23K | |
| 02-Jan-24 9:19 PM View: | Intuit Inc. (INTU) | 31-Dec-23 | Option Exercise | 713 | -- | -- | 82% 0.87K to 1.58K | |
| 04-Oct-23 7:06 PM View: | Intuit Inc. (INTU) | 03-Oct-23 | Market Sale | 358 | $511.29 | $183,042.00 | (29%) 1.23K to 0.87K | (12%) |
| 03-Oct-23 12:56 PM View: | Intuit Inc. (INTU) | 01-Oct-23 | Payment of Exercise | 355 | $510.94 | $181,384.00 | (22%) 1.58K to 1.23K | |
| 03-Oct-23 12:56 PM View: | Intuit Inc. (INTU) | 01-Oct-23 | Option Exercise | 713 | -- | -- | 82% 0.87K to 1.58K | |
| 07-Sep-23 6:44 PM View: | Intuit Inc. (INTU) | 05-Sep-23 | Market Sale | 7,274 | $548.30 | $3,988,360.00 | (89%) 8.14K to 0.87K | (4%) |
| 06-Sep-23 4:20 PM View: | Intuit Inc. (INTU) | 01-Sep-23 | Payment of Exercise | 7,274 | $549.60 | $3,997,790.00 | (47%) 15.42K to 8.14K | |
| 06-Sep-23 4:20 PM View: | Intuit Inc. (INTU) | 01-Sep-23 | Option Exercise | 14,433 | -- | -- | 1467% 0.98K to 15.42K | |
| 30-Aug-23 4:30 PM View: | Intuit Inc. (INTU) | 28-Aug-23 | Option Exercise | 6,876 | $279.85 | $1,924,260.00 | 351% 1.96K to 8.83K | |
| 30-Aug-23 4:30 PM View: | Intuit Inc. (INTU) | 28-Aug-23 | Option Sale | 6,876 | $518.31 | $3,563,880.00 | (78%) 8.83K to 1.96K | |
| 30-Aug-23 4:30 PM View: | Intuit Inc. (INTU) | 28-Aug-23 | Sale | 973 | $518.31 | $504,313.00 | (50%) 1.96K to 0.98K |