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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 05-Jul-23 10:00 PM View:  | Intuit Inc. (INTU) | 03-Jul-23 | Sale | 1,412 | $452.74 | $639,269.00 | (51%) 2.76K to 1.35K | |
| 03-Jul-23 3:21 PM View: | Intuit Inc. (INTU) | 01-Jul-23 | Payment of Exercise | 1,066 | $458.19 | $488,431.00 | (28%) 3.83K to 2.76K | |
| 03-Jul-23 3:21 PM View: | Intuit Inc. (INTU) | 01-Jul-23 | Option Exercise | 2,478 | -- | -- | 184% 1.35K to 3.83K | |
| 30-May-23 3:13 PM View: | Intuit Inc. (INTU) | 25-May-23 | Sale | 706 | $418.40 | $295,390.00 | (34%) 2.06K to 1.35K | |
| 04-Apr-23 1:39 PM View: | Intuit Inc. (INTU) | 01-Apr-23 | Payment of Exercise | 375 | $445.83 | $167,186.00 | (15%) 2.43K to 2.06K | |
| 04-Apr-23 1:39 PM View: | Intuit Inc. (INTU) | 01-Apr-23 | Option Exercise | 1,081 | -- | -- | 80% 1.35K to 2.43K | |
| 28-Feb-23 7:17 PM View: | Intuit Inc. (INTU) | 27-Feb-23 | Sale (Planned) | 545 | $421.38 | $229,652.00 | (29%) 1.9K to 1.35K | |
| 04-Jan-23 4:00 PM View: | Intuit Inc. (INTU) | 31-Dec-22 | Payment of Exercise | 538 | $389.22 | $209,400.00 | (22%) 2.43K to 1.9K | |
| 04-Jan-23 4:00 PM View: | Intuit Inc. (INTU) | 31-Dec-22 | Option Exercise | 1,083 | -- | -- | 80% 1.35K to 2.43K | |
| 05-Dec-22 12:23 PM View: | Intuit Inc. (INTU) | 01-Dec-22 | Sale (Planned) | 544 | $410.00 | $223,040.00 | (29%) 1.89K to 1.35K | |
| 04-Oct-22 6:10 PM View: | Intuit Inc. (INTU) | 01-Oct-22 | Payment of Exercise | 537 | $387.32 | $207,991.00 | (22%) 2.43K to 1.89K | |
| 04-Oct-22 6:10 PM View: | Intuit Inc. (INTU) | 01-Oct-22 | Option Exercise | 1,081 | -- | -- | 80% 1.35K to 2.43K | |
| 13-Sep-22 12:01 PM View: | Intuit Inc. (INTU) | 09-Sep-22 | Sale (Planned) | 6,768 | $450.00 | $3,045,600.00 | (83%) 8.12K to 1.35K | |
| 06-Sep-22 3:20 PM View: | Intuit Inc. (INTU) | 01-Sep-22 | Payment of Exercise | 6,659 | $425.50 | $2,833,400.00 | (45%) 14.78K to 8.12K | |
| 06-Sep-22 3:20 PM View: | Intuit Inc. (INTU) | 01-Sep-22 | Option Exercise | 13,427 | -- | -- | 995% 1.35K to 14.78K | |
| 29-Aug-22 11:35 AM View: | Intuit Inc. (INTU) | 25-Aug-22 | Sale (Planned) | 1,791 | $462.12 | $827,653.00 | (57%) 3.14K to 1.35K | |
| 11-Aug-22 10:04 AM View: | Intuit Inc. (INTU) | 09-Aug-22 | Payment of Exercise | 424 | $462.07 | $195,918.00 | (12%) 3.56K to 3.14K | |
| 11-Aug-22 10:04 AM View: | Intuit Inc. (INTU) | 09-Aug-22 | Option Exercise | 874 | -- | -- | 32% 2.69K to 3.56K | |
| 06-Jul-22 7:38 PM View: | Intuit Inc. (INTU) | 01-Jul-22 | Payment of Exercise | 1,023 | $388.31 | $397,241.00 | (28%) 3.71K to 2.69K | |
| 06-Jul-22 7:38 PM View: | Intuit Inc. (INTU) | 01-Jul-22 | Option Exercise | 2,364 | -- | -- | 175% 1.35K to 3.71K | |
| 04-Apr-22 2:59 PM View: | Intuit Inc. (INTU) | 01-Apr-22 | Payment of Exercise | 428 | $483.93 | $207,122.00 | (24%) 1.78K to 1.35K | |
| 04-Apr-22 2:59 PM View: | Intuit Inc. (INTU) | 01-Apr-22 | Option Exercise | 1,232 | -- | -- | 226% 0.55K to 1.78K | |
| 04-Jan-22 10:00 PM View: | Intuit Inc. (INTU) | 03-Jan-22 | Market Option Sale (Planned) | 620 | $640.03 | $396,819.00 | (53%) 1.17K to 0.55K | |
| 04-Jan-22 10:00 PM View: | Intuit Inc. (INTU) | 31-Dec-21 | Payment of Exercise | 612 | $650.00 | $397,800.00 | (34%) 1.78K to 1.17K | |
| 04-Jan-22 10:00 PM View: | Intuit Inc. (INTU) | 31-Dec-21 | Option Exercise | 1,232 | -- | -- | 226% 0.55K to 1.78K | |
| 24-Nov-21 1:24 PM View: | Intuit Inc. (INTU) | 22-Nov-21 | Market Sale (Planned) | 620 | $691.96 | $429,015.00 | (53%) 1.17K to 0.55K | 3% |
| 04-Oct-21 6:28 PM View: | Intuit Inc. (INTU) | 01-Oct-21 | Payment of Exercise | 612 | $543.97 | $332,910.00 | (34%) 1.78K to 1.17K | |
| 04-Oct-21 6:28 PM View: | Intuit Inc. (INTU) | 01-Oct-21 | Option Exercise | 1,232 | -- | -- | 226% 0.55K to 1.78K | |
| 02-Sep-21 8:51 PM View: | Intuit Inc. (INTU) | 02-Sep-21 | Market Option Sale (Planned) | 9,343 | $562.56 | $5,256,010.00 | (94%) 9.89K to 0.55K | |
| 02-Sep-21 8:51 PM View: | Intuit Inc. (INTU) | 01-Sep-21 | Payment of Exercise | 9,190 | $563.13 | $5,175,160.00 | (48%) 19.08K to 9.89K | |
| 02-Sep-21 8:51 PM View: | Intuit Inc. (INTU) | 01-Sep-21 | Option Exercise | 18,533 | -- | -- | 3394% 0.55K to 19.08K | |
| 30-Aug-21 3:03 PM View: | Intuit Inc. (INTU) | 26-Aug-21 | Market Sale (Planned) | 1,652 | $549.26 | $907,378.00 | (75%) 2.2K to 0.55K | (3%) |
| 12-Aug-21 12:54 PM View: | Intuit Inc. (INTU) | 10-Aug-21 | Payment of Exercise | 386 | $530.13 | $204,630.00 | (15%) 2.58K to 2.2K | |
| 12-Aug-21 12:54 PM View: | Intuit Inc. (INTU) | 10-Aug-21 | Option Exercise | 796 | -- | -- | 45% 1.79K to 2.58K | |
| 02-Jul-21 10:00 PM View: | Intuit Inc. (INTU) | 01-Jul-21 | Payment of Exercise | 1,225 | $491.05 | $601,536.00 | (41%) 3.01K to 1.79K | |
| 02-Jul-21 10:00 PM View: | Intuit Inc. (INTU) | 01-Jul-21 | Option Exercise | 2,467 | -- | -- | 452% 0.55K to 3.01K | |
| 01-Jun-21 1:22 PM View: | Intuit Inc. (INTU) | 27-May-21 | Market Sale (Planned) | 414 | $436.21 | $180,591.00 | (43%) 0.96K to 0.55K | (< 1%) |
| 05-Apr-21 6:47 PM View: | Intuit Inc. (INTU) | 01-Apr-21 | Payment of Exercise | 408 | $395.23 | $161,254.00 | (30%) 1.37K to 0.96K | |
| 05-Apr-21 6:47 PM View: | Intuit Inc. (INTU) | 01-Apr-21 | Option Exercise | 822 | -- | -- | 151% 0.55K to 1.37K | |
| 03-Mar-21 1:04 PM View: | Intuit Inc. (INTU) | 02-Mar-21 | Market Option Sale (Planned) | 2,253 | $403.51 | $909,108.00 | (80%) 2.8K to 0.55K | |
| 03-Mar-21 1:04 PM View: | Intuit Inc. (INTU) | 01-Mar-21 | Payment of Exercise | 1,494 | $406.41 | $607,177.00 | (35%) 4.29K to 2.8K | |
| 03-Mar-21 1:04 PM View: | Intuit Inc. (INTU) | 01-Mar-21 | Option Exercise | 3,747 | -- | -- | 686% 0.55K to 4.29K | |
| 04-Jan-21 8:06 PM View: | Intuit Inc. (INTU) | 04-Jan-21 | Market Option Sale (Planned) | 412 | $379.23 | $156,243.00 | (43%) 0.96K to 0.55K | |
| 04-Jan-21 8:06 PM View: | Intuit Inc. (INTU) | 31-Dec-20 | Payment of Exercise | 408 | $379.85 | $154,979.00 | (30%) 1.37K to 0.96K | |
| 04-Jan-21 8:06 PM View: | Intuit Inc. (INTU) | 31-Dec-20 | Option Exercise | 820 | -- | -- | 150% 0.55K to 1.37K | |
| 24-Nov-20 7:05 PM View: | Intuit Inc. (INTU) | 23-Nov-20 | Market Sale (Planned) | 413 | $348.07 | $143,753.00 | (43%) 0.96K to 0.55K | (10%) |
| 05-Oct-20 1:09 PM View: | Intuit Inc. (INTU) | 01-Oct-20 | Payment of Exercise | 408 | $332.34 | $135,595.00 | (30%) 1.37K to 0.96K | (14%) |
| 05-Oct-20 1:09 PM View: | Intuit Inc. (INTU) | 01-Oct-20 | Option Exercise | 821 | -- | -- | 150% 0.55K to 1.37K | |
| 03-Sep-20 12:43 PM View: | Intuit Inc. (INTU) | 02-Sep-20 | Market Option Sale | 4,649 | $348.67 | $1,620,970.00 | (89%) 5.2K to 0.55K | (9%) |
| 03-Sep-20 12:43 PM View: | Intuit Inc. (INTU) | 01-Sep-20 | Payment of Exercise | 4,574 | $347.18 | $1,588,000.00 | (47%) 9.77K to 5.2K | (10%) |