| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| INTUIT INC | Director | Common Stock | 408K | $87.3M | $213.87 | Jan 18, 2023 | Direct |
| INTUIT INC | Director | Common Stock | 44.3K | $9.48M | $213.87 | Jan 18, 2023 | Trust |
| INTUIT INC | Director | Restricted Stock Units -performance based vesting | 10.4K | $6.78M | $651.27 | Jan 18, 2023 | Direct |
| AMAZON COM INC | Director | Common Stock, par value $.01 per share | 15K | $2.99M | $199.06 | Nov 15, 2024 | In trust |
| JPMORGAN CHASE & CO | Director | Common Stock | 5.74K | $1.5M | $261.88 | Jan 21, 2025 | By Family Trusts |
| NORDSTROM INC | Director | Common Stock | 60.4K | $987K | $16.35 | May 27, 2021 | See |
| JPMORGAN CHASE & CO | Director | Common Stock | 2.14K | $561K | $261.88 | Jan 21, 2025 | By Spouse's GRAT |
| JPMORGAN CHASE & CO | Director | Common Stock | 2.01K | $527K | $261.88 | Jan 21, 2025 | Direct |
| MOMENTIVE GLOBAL INC. | Director | Common Stock | 48.1K | $455K | $9.46 | Jun 2, 2021 | Direct |
| HUMANA INC | Director | Humana Common | 1.17K | $318K | $271.68 | Jan 2, 2025 | Direct |
| JPMORGAN CHASE & CO | Director | Common Stock | 1K | $262K | $261.88 | Jan 21, 2025 | By Spouse |
| HUMANA INC | Director | Humana Common | 386 | $141K | $366.11 | Jun 28, 2024 | Direct |
| INTUIT INC | Director | Restricted Stock Units - MSPP Matching Award | 121 | $78.8K | $651.27 | Jan 18, 2023 | Direct |
| AMAZON COM INC | Director | Common Stock, par value $.01 per share | 334 | $66.5K | $199.06 | Nov 15, 2024 | Direct |
| AMAZON COM INC | Director | Common Stock, par value $.01 per share | 27 | $5.38K | $199.06 | Nov 15, 2024 | By spouse |
| HUMANA INC | Director | Restricted Stock Units | 20 | $5.1K | $254.93 | Dec 31, 2024 | Direct |
| JPMORGAN CHASE & CO | Director | Common Stock | 18 | $4.71K | $261.88 | Jan 21, 2025 | By Spouse's IRA |
| MOMENTIVE GLOBAL INC. | Director | Stock Option (Right to Buy) | 6.91K | Aug 6, 2021 | Direct | ||
| AMAZON COM INC | Director | Restricted Stock Unit Award | 5.21K | Nov 15, 2024 | Direct | ||
| INTUIT INC | Director | Restricted Stock Unit (MSPP Matching Award) | 0 | Aug 9, 2022 | Direct | ||
| INTUIT INC | Director | Restricted Stock Unit (MSPP Purchased MSPP) | 0 | $540.74 | Jun 30, 2022 | Direct | |
| INTUIT INC | Director | Restricted Stock Unit (performance-based vesting) | 0 | Sep 1, 2022 | Direct | ||
| INTUIT INC | Director | Restricted Stock Units | 0 | $622.18 | Jan 18, 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | Jan 21, 2025 | 1 | $265K | 4 | Jan 23, 2025 | Director |
| JPM | JPMORGAN CHASE & CO | Jan 21, 2025 | 0 | $0 | 3 | Jan 21, 2025 | Director |
| HUM | HUMANA INC | Dec 31, 2024 | 3 | $63.2K | 4 | Jan 3, 2025 | Director |
| AMZN | AMAZON COM INC | Nov 15, 2024 | 2 | $0 | 4 | Nov 19, 2024 | Director |
| HUM | HUMANA INC | Sep 30, 2024 | 1 | $32.7K | 4 | Oct 2, 2024 | Director |
| HUM | HUMANA INC | Jun 28, 2024 | 1 | $31.9K | 4 | Jul 2, 2024 | Director |
| HUM | HUMANA INC | Mar 28, 2024 | 1 | $32.1K | 4 | Apr 1, 2024 | Director |
| HUM | HUMANA INC | Dec 31, 2023 | 3 | $33.8K | 4 | Jan 3, 2024 | Director |
| HUM | HUMANA INC | Sep 29, 2023 | 1 | $29K | 4 | Oct 3, 2023 | Director |
| HUM | HUMANA INC | Sep 15, 2023 | 2 | $0 | 4 | Sep 19, 2023 | Director |
| AMZN | AMAZON COM INC | Sep 13, 2023 | 0 | $0 | 3/A | Nov 19, 2024 | Director |
| AMZN | AMAZON COM INC | Sep 13, 2023 | 1 | $0 | 4 | Sep 13, 2023 | Director |
| HUM | HUMANA INC | Jun 30, 2023 | 1 | $31.2K | 4 | Jul 5, 2023 | Director |
| HUM | HUMANA INC | Mar 31, 2023 | 1 | $30.2K | 4 | Apr 4, 2023 | Director |
| INTU | INTUIT INC | Jan 18, 2023 | 7 | $0 | 4 | Jan 20, 2023 | Director |
| HUM | HUMANA INC | Jan 3, 2023 | 1 | $0 | 4 | Jan 4, 2023 | Director |
| INTU | INTUIT INC | Dec 31, 2022 | 9 | -$366K | 4 | Jan 4, 2023 | Director |
| INTU | INTUIT INC | Oct 1, 2022 | 9 | -$364K | 4 | Oct 4, 2022 | Director |
| HUM | HUMANA INC | Sep 15, 2022 | 1 | $0 | 4 | Sep 19, 2022 | Director |
| HUM | HUMANA INC | Sep 15, 2022 | 0 | $0 | 3 | Sep 15, 2022 | Director |
| INTU | INTUIT INC | Sep 1, 2022 | 6 | -$12.8M | 4 | Sep 6, 2022 | Director |
| INTU | INTUIT INC | Aug 9, 2022 | 3 | -$124K | 4 | Aug 11, 2022 | Director |
| INTU | INTUIT INC | Jul 1, 2022 | 9 | -$366K | 4 | Jul 6, 2022 | Director |
| INTU | INTUIT INC | Jun 30, 2022 | 9 | -$722K | 4 | Jul 5, 2022 | Director |
| INTU | INTUIT INC | Apr 1, 2022 | 9 | -$311K | 4 | Apr 4, 2022 | Director |
| INTU | INTUIT INC | Mar 11, 2022 | 2 | $0 | 4 | Mar 15, 2022 | Director |
| INTU | INTUIT INC | Mar 1, 2022 | 1 | $0 | 4 | Mar 1, 2022 | Director |
| INTU | INTUIT INC | Jan 20, 2022 | 1 | $0 | 4 | Jan 24, 2022 | Director |
| INTU | INTUIT INC | Dec 31, 2021 | 13 | -$950K | 4 | Jan 4, 2022 | Executive Chairman, Director |
| INTU | INTUIT INC | Dec 17, 2021 | 9 | -$339K | 4 | Dec 21, 2021 | Executive Chairman, Director |
| INTU | INTUIT INC | Oct 1, 2021 | 9 | -$766K | 4 | Oct 4, 2021 | Executive Chairman, Director |
| INTU | INTUIT INC | Sep 1, 2021 | 6 | -$22.5M | 4 | Sep 2, 2021 | Executive Chairman, Director |
| INTU | INTUIT INC | Aug 13, 2021 | 2 | $141K | 4 | Aug 16, 2021 | Executive Chairman, Director |
| INTU | INTUIT INC | Aug 10, 2021 | 5 | -$1.04M | 4 | Aug 12, 2021 | Executive Chairman, Director |
| INTU | INTUIT INC | Jul 29, 2021 | 3 | $0 | 4 | Aug 2, 2021 | Executive Chairman, Director |
| INTU | INTUIT INC | Jul 1, 2021 | 11 | -$2.61M | 4 | Jul 2, 2021 | Executive Chairman, Director |
| MNTV | MOMENTIVE GLOBAL INC. | Jun 2, 2021 | 2 | $0 | 4 | Aug 10, 2021 | Director |
| INTU | INTUIT INC | May 27, 2021 | 12 | -$52.9M | 4 | Jun 1, 2021 | Executive Chairman, Director |
| JWN | NORDSTROM INC | May 27, 2021 | 1 | $350K | 4 | May 28, 2021 | Director |