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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 02-Apr-24 9:30 PM View:  | Intuit Inc. (INTU) | 01-Apr-24 | Payment of Exercise | 1,085 | $639.84 | $694,226.00 | (2%) 69.22K to 68.13K | |
| 02-Apr-24 9:30 PM View: | Intuit Inc. (INTU) | 01-Apr-24 | Option Exercise | 2,611 | -- | -- | 4% 66.61K to 69.22K | |
| 02-Jan-24 9:25 PM View: | Intuit Inc. (INTU) | 31-Dec-23 | Payment of Exercise | 1,338 | $625.03 | $836,290.00 | (2%) 67.94K to 66.61K | |
| 02-Jan-24 9:25 PM View: | Intuit Inc. (INTU) | 31-Dec-23 | Option Exercise | 2,621 | -- | -- | 4% 65.32K to 67.94K | |
| 12-Dec-23 3:46 PM View: | Intuit Inc. (INTU) | 08-Dec-23 | Payment of Exercise | 1,374 | $573.90 | $788,539.00 | (2%) 66.7K to 65.32K | |
| 12-Dec-23 3:46 PM View: | Intuit Inc. (INTU) | 08-Dec-23 | Option Exercise | 1,374 | -- | -- | 2% 65.32K to 66.7K | |
| 07-Dec-23 6:44 PM View: | Atlassian Corp (TEAM) | 06-Dec-23 | Grant | 1,405 | -- | -- | 10% 14.69K to 16.09K | |
| 08-Dec-23 6:15 PM View: | Intuit Inc. (INTU) | 06-Dec-23 | Option Exercise | 78,170 | $135.35 | $10,580,300.00 | 97% 80.8K to 158.97K | |
| 08-Dec-23 6:15 PM View: | Intuit Inc. (INTU) | 06-Dec-23 | Option Sale | 78,170 | $569.02 | $44,480,400.00 | (49%) 158.97K to 80.8K | |
| 08-Dec-23 6:15 PM View: | Intuit Inc. (INTU) | 06-Dec-23 | Sale | 15,471 | $569.02 | $8,803,330.00 | (19%) 80.8K to 65.32K | |
| 03-Oct-23 12:55 PM View: | Intuit Inc. (INTU) | 01-Oct-23 | Payment of Exercise | 1,265 | $510.94 | $646,339.00 | (2%) 82.06K to 80.8K | |
| 03-Oct-23 12:55 PM View: | Intuit Inc. (INTU) | 01-Oct-23 | Option Exercise | 2,546 | -- | -- | 3% 79.51K to 82.06K | |
| 06-Sep-23 4:18 PM View: | Intuit Inc. (INTU) | 01-Sep-23 | Payment of Exercise | 17,507 | $549.60 | $9,621,850.00 | (18%) 97.02K to 79.51K | |
| 06-Sep-23 4:18 PM View: | Intuit Inc. (INTU) | 01-Sep-23 | Option Exercise | 31,358 | -- | -- | 48% 65.66K to 97.02K | |
| 03-Jul-23 3:25 PM View: | Intuit Inc. (INTU) | 01-Jul-23 | Payment of Exercise | 2,308 | $458.19 | $1,057,500.00 | (3%) 67.97K to 65.66K | |
| 03-Jul-23 3:25 PM View: | Intuit Inc. (INTU) | 01-Jul-23 | Option Exercise | 4,669 | -- | -- | 7% 63.3K to 67.97K | |
| 04-Apr-23 1:40 PM View: | Intuit Inc. (INTU) | 01-Apr-23 | Payment of Exercise | 670 | $445.83 | $298,706.00 | (1%) 63.97K to 63.3K | |
| 04-Apr-23 1:40 PM View: | Intuit Inc. (INTU) | 01-Apr-23 | Option Exercise | 1,889 | -- | -- | 3% 62.08K to 63.97K | |
| 04-Jan-23 4:05 PM View: | Intuit Inc. (INTU) | 31-Dec-22 | Payment of Exercise | 957 | $389.22 | $372,484.00 | (2%) 63.04K to 62.08K | |
| 04-Jan-23 4:05 PM View: | Intuit Inc. (INTU) | 31-Dec-22 | Option Exercise | 1,896 | -- | -- | 3% 61.14K to 63.04K | |
| 05-Dec-22 4:11 PM View: | Atlassian Corp (TEAM) | 02-Dec-22 | Grant | 1,880 | -- | -- | 15% 12.81K to 14.69K | |
| 04-Oct-22 6:14 PM View: | Intuit Inc. (INTU) | 01-Oct-22 | Payment of Exercise | 958 | $387.32 | $371,053.00 | (2%) 62.1K to 61.14K | |
| 04-Oct-22 6:14 PM View: | Intuit Inc. (INTU) | 01-Oct-22 | Option Exercise | 1,894 | -- | -- | 3% 60.21K to 62.1K | |
| 06-Sep-22 3:31 PM View: | Intuit Inc. (INTU) | 01-Sep-22 | Payment of Exercise | 1,368 | $425.50 | $582,084.00 | (2%) 61.58K to 60.21K | |
| 06-Sep-22 3:31 PM View: | Intuit Inc. (INTU) | 01-Sep-22 | Option Exercise | 1,368 | -- | -- | 2% 60.21K to 61.58K | |
| 29-Aug-22 11:39 AM View: | Intuit Inc. (INTU) | 25-Aug-22 | Sale (Planned) | 22,250 | $463.21 | $10,306,500.00 | (27%) 82.46K to 60.21K | |
| 06-Jul-22 7:39 PM View: | Intuit Inc. (INTU) | 01-Jul-22 | Payment of Exercise | 2,708 | $388.31 | $1,051,540.00 | (3%) 85.17K to 82.46K | |
| 06-Jul-22 7:39 PM View: | Intuit Inc. (INTU) | 01-Jul-22 | Option Exercise | 5,581 | -- | -- | 7% 79.58K to 85.17K | |
| 04-Apr-22 3:08 PM View: | Intuit Inc. (INTU) | 01-Apr-22 | Payment of Exercise | 617 | $483.93 | $298,585.00 | (< 1%) 80.2K to 79.58K | |
| 04-Apr-22 3:08 PM View: | Intuit Inc. (INTU) | 01-Apr-22 | Option Exercise | 1,715 | -- | -- | 2% 78.49K to 80.2K | |
| 04-Jan-22 9:05 PM View: | Intuit Inc. (INTU) | 31-Dec-21 | Payment of Exercise | 879 | $650.00 | $571,350.00 | (1%) 79.37K to 78.49K | |
| 04-Jan-22 9:05 PM View: | Intuit Inc. (INTU) | 31-Dec-21 | Option Exercise | 1,725 | -- | -- | 2% 77.64K to 79.37K | |
| 24-Nov-21 1:26 PM View: | Intuit Inc. (INTU) | 22-Nov-21 | Market Sale (Planned) | 35,994 | $685.96 | $24,690,500.00 | (32%) 113.64K to 77.64K | 2% |
| 04-Oct-21 6:35 PM View: | Intuit Inc. (INTU) | 01-Oct-21 | Payment of Exercise | 879 | $543.97 | $478,150.00 | (< 1%) 114.51K to 113.64K | |
| 04-Oct-21 6:35 PM View: | Intuit Inc. (INTU) | 01-Oct-21 | Option Exercise | 1,725 | -- | -- | 2% 112.79K to 114.51K | |
| 02-Sep-21 9:02 PM View: | Intuit Inc. (INTU) | 01-Sep-21 | Payment of Exercise | 16,848 | $563.13 | $9,487,610.00 | (13%) 129.64K to 112.79K | |
| 02-Sep-21 9:02 PM View: | Intuit Inc. (INTU) | 01-Sep-21 | Option Exercise | 33,979 | -- | -- | 36% 95.66K to 129.64K | |
| 02-Jul-21 10:00 PM View: | Intuit Inc. (INTU) | 01-Jul-21 | Payment of Exercise | 2,008 | $491.05 | $986,028.00 | (2%) 97.67K to 95.66K | |
| 02-Jul-21 10:00 PM View: | Intuit Inc. (INTU) | 01-Jul-21 | Option Exercise | 4,401 | -- | -- | 5% 93.27K to 97.67K | |
| 05-Apr-21 7:09 PM View: | Intuit Inc. (INTU) | 01-Apr-21 | Payment of Exercise | 306 | $395.23 | $120,940.00 | (< 1%) 93.57K to 93.27K | |
| 05-Apr-21 7:09 PM View: | Intuit Inc. (INTU) | 01-Apr-21 | Option Exercise | 824 | -- | -- | < 1% 92.75K to 93.57K | |
| 05-Jan-21 12:42 PM View: | Intuit Inc. (INTU) | 31-Dec-20 | Payment of Exercise | 434 | $379.85 | $164,855.00 | (< 1%) 93.18K to 92.75K | |
| 05-Jan-21 12:42 PM View: | Intuit Inc. (INTU) | 31-Dec-20 | Option Exercise | 834 | -- | -- | < 1% 92.35K to 93.18K | |
| 05-Oct-20 1:17 PM View: | Intuit Inc. (INTU) | 01-Oct-20 | Payment of Exercise | 434 | $332.34 | $144,236.00 | (< 1%) 92.78K to 92.35K | (14%) |
| 05-Oct-20 1:17 PM View: | Intuit Inc. (INTU) | 01-Oct-20 | Option Exercise | 833 | -- | -- | < 1% 91.95K to 92.78K | |
| 03-Sep-20 12:52 PM View: | Intuit Inc. (INTU) | 01-Sep-20 | Payment of Exercise | 24,393 | $347.18 | $8,468,760.00 | (21%) 116.34K to 91.95K | (10%) |
| 03-Sep-20 12:52 PM View: | Intuit Inc. (INTU) | 01-Sep-20 | Option Exercise | 49,197 | -- | -- | 73% 67.14K to 116.34K | |
| 31-Aug-20 4:58 PM View: | Intuit Inc. (INTU) | 28-Aug-20 | Option Exercise | 22,884 | $113.19 | $2,590,240.00 | 34% 67.14K to 90.03K | |
| 31-Aug-20 4:58 PM View: | Intuit Inc. (INTU) | 28-Aug-20 | Market Option Sale | 22,884 | $345.27 | $7,901,130.00 | (25%) 90.03K to 67.14K | (10%) |
| 31-Aug-20 4:58 PM View: | Intuit Inc. (INTU) | 27-Aug-20 | Option Exercise | 161,258 | $110.46 | $17,812,700.00 | 240% 67.14K to 228.4K |