| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| VISA INC. | Director | Class A Common Stock | 110,373 | $29,822,796 | $270.20 | 25 Jan 2022 | Held by the Johnson Trust |
| INTUIT INC. | Director | Common Stock | 25,455 | $4,269,822 | $167.74 | 24 Jan 2025 | By Trust |
| PFIZER INC | Director | Phantom Stock Units | 109,296 | $2,489,762 | $22.78 | 24 Apr 2025 | Direct |
| INTUIT INC. | Director | Common Stock | 14,041 | $2,355,237 | $167.74 | 24 Jan 2025 | Direct |
| VISA INC. | Director | Class A Common Stock | 2,178 | $588,496 | $270.20 | 25 Jan 2022 | Direct |
| INTUIT INC. | Director | Restricted Stock Units | 33 | $0 | $597.95 | 15 Dec 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| INTU | INTUIT INC. | 15 Dec 2025 | 1 | $0 | 4 | Director | 16 Dec 2025, 17:18 |
| PFE | PFIZER INC | 24 Apr 2025 | 1 | +$204,997 | 4 | Director | 28 Apr 2025, 11:55 |
| INTU | INTUIT INC. | 24 Jan 2025 | 3 | $0 | 4 | Director | 28 Jan 2025, 16:34 |
| PFE | PFIZER INC | 25 Apr 2024 | 1 | +$205,000 | 4 | Director | 26 Apr 2024, 13:23 |
| INTU | INTUIT INC. | 18 Jan 2024 | 3 | $0 | 4 | Director | 22 Jan 2024, 10:24 |
| PFE | PFIZER INC | 27 Apr 2023 | 1 | +$205,000 | 4 | Director | 28 Apr 2023, 16:34 |
| INTU | INTUIT INC | 20 Jan 2023 | 1 | $0 | 4 | Director | 24 Jan 2023, 11:34 |
| INTU | INTUIT INC | 19 Jan 2023 | 2 | $0 | 4 | Director | 23 Jan 2023, 16:59 |
| PFE | PFIZER INC | 28 Apr 2022 | 1 | +$205,000 | 4 | Director | 29 Apr 2022, 16:21 |
| V | VISA INC. | 25 Jan 2022 | 1 | $0 | 4 | Director | 27 Jan 2022, 19:04 |
| INTU | INTUIT INC | 20 Jan 2022 | 3 | $0 | 4 | Director | 24 Jan 2022, 18:52 |