person · Reporting owner

SMITH BRAD D

Disclosed activity across 6 companies

Tapewire entity: 11137
SEC CIK: 0001284323

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
AMAZON COM INCAMZN · Entity 1956	Director	September 08, 2026	September 09, 2026
HUMANA INCHUM · Entity 1429	Director	December 31, 2024	January 03, 2025
INTUIT INC.INTU · Entity 2373	Director	January 18, 2023	January 21, 2023
JPMORGAN CHASE & COJPM · Entity 2795	Director	January 20, 2026	January 22, 2026
MOMENTIVE GLOBAL INC.MNTV · Entity 112784	Director	June 02, 2021	August 10, 2021
NORDSTROM INCJWN · Entity 79544	Director	May 27, 2021	May 28, 2021

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

AMAZON COM INC

Report date September 08, 2026 · Filed September 09, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Restricted Stock Unit AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-11-15	Direct	4,086	Reported balance After 2026-09-08 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2026-09-08 · Grant · Acquired 4,086 · Balance 4,086 F1: Converts into Common Stock on a one-for-one basis. F2: Subject to the reporting person's continued service as a director of the issuer, this award will vest and convert into shares of Common Stock of the issuer at a rate of 1,362 shares on each of November 15, 2027, November 15, 2028, and November 15, 2029.

Filing footnotes · ownership attribution and instrument terms

F1: Converts into Common Stock on a one-for-one basis.

F2: Subject to the reporting person's continued service as a director of the issuer, this award will vest and convert into shares of Common Stock of the issuer at a rate of 1,362 shares on each of November 15, 2027, November 15, 2028, and November 15, 2029.

HUMANA INC

Report date December 31, 2024 · Filed January 03, 2025

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Humana CommonSEC Table I · non-derivative	Direct	1,169	Reported balance After 2025-01-02 transaction · row 1 Account or security details depend on footnotes; rows are not merged. 1 source row Row 1 · 2025-01-02 · Grant · Acquired 783 · Balance 1,169 F4: Includes 783 restricted stock units which represent a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1)&(3) under the Company's 2019 Amended & Restated Plan.
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	771	Reported balance After 2024-12-31 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2024-12-31 · Grant · Acquired 231 · Balance 771 F2: Director's cash fee elected to be converted into stock units, deferred at the election of the Reporting Person until his resignation of services as a director at which time the stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1).
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	20	Reported balance After 2024-12-31 transaction · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · 2024-12-31 · Grant · Acquired 17 · Balance 20 F3: Director's dividend payment reinvested into stock units on vested and deferred stock units, deferred in accordance with the Plan. Per the Director's election, deferred dividend stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1).
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	810	Reported balance Holding disclosure · report date 2024-12-31 · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · Balance 810 F1: Annual Director's fee payable in stock units which have been deferred at the election of the Reporting Person until his resignation of services as a director at which time the stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1).

Filing footnotes · ownership attribution and instrument terms

F1: Annual Director's fee payable in stock units which have been deferred at the election of the Reporting Person until his resignation of services as a director at which time the stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1).

F2: Director's cash fee elected to be converted into stock units, deferred at the election of the Reporting Person until his resignation of services as a director at which time the stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1).

F3: Director's dividend payment reinvested into stock units on vested and deferred stock units, deferred in accordance with the Plan. Per the Director's election, deferred dividend stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1).

F4: Includes 783 restricted stock units which represent a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1)&(3) under the Company's 2019 Amended & Restated Plan.

INTUIT INC.

Report date January 18, 2023 · Filed January 21, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	408,302	Ending reported balance After 2023-01-18 transaction · row 3 3 source rows · reconciled sequence Row 1 · 2023-01-18 · Exercise / conversion · Acquired 2,563 · Balance 404,595 Row 2 · 2023-01-18 · Exercise / conversion · Acquired 3,215 · Balance 407,810 Row 3 · 2023-01-18 · Exercise / conversion · Acquired 492 · Balance 408,302
Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2023-01-18	Direct	0	Reported balance After 2023-01-18 transaction · row 5 Instrument identity requires review; Table II rows are not merged. 1 source row Row 5 · 2023-01-18 · Exercise / conversion · Disposed 2,563 · Balance 0 F2: 1-for-1 F3: Represents earliest vesting date for these Restricted Stock Units, subject to deferred release. 1,282 Restricted Stock Units vested on 4/1/2022 and 1,281 Restricted Stock Units vested on 7/1/2022. F4: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.
Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2023-01-18	Direct	0	Reported balance After 2023-01-18 transaction · row 6 Instrument identity requires review; Table II rows are not merged. 1 source row Row 6 · 2023-01-18 · Exercise / conversion · Disposed 3,215 · Balance 0 F2: 1-for-1 F5: Represents earliest vesting date for these Restricted Stock Units, subject to deferred release. 804 Restricted Stock Units vested on each of 4/1/2022, 10/1/2022, and 12/31/2022 and 803 Restricted Stock Units vested on 7/1/2022. F4: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.
Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2023-01-18	Direct	0	Reported balance After 2023-01-18 transaction · row 7 Instrument identity requires review; Table II rows are not merged. 1 source row Row 7 · 2023-01-18 · Exercise / conversion · Disposed 492 · Balance 0 F2: 1-for-1 F6: Represents vesting date for these Restricted Stock Units, subject to deferred release. F4: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.
Restricted Stock Units - MSPP Matching AwardSEC Table II · derivative / convertible security	Direct	121	Reported balance After 2023-01-18 transaction · row 8 Instrument identity requires review; Table II rows are not merged. 1 source row Row 8 · 2023-01-18 · Other · Disposed 138 · Balance 121 F2: 1-for-1 F7: Forfeiture of securities pursuant to provisions under the Management Stock Purchase Program. F8: Represents scheduled vesting date for grant made on 8/13/2021. F9: Restricted Stock Units - MSPP Matching Units do not expire; they either vest or are canceled prior to vest date.
Common StockSEC Table I · non-derivative	IndirectTrust	44,311	Reported balance Holding disclosure · report date 2023-01-18 · row 4 Holding and transaction disclosures are not merged. 1 source row Row 4 · Balance 44,311 F1: Shares held by the 2022 Brad D. Smith GRAT Trust of which the reporting person is a Trustee.
Restricted Stock Units -performance based vestingSEC Table II · derivative / convertible security	Direct	10,416	Reported balance Holding disclosure · report date 2023-01-18 · row 9 Instrument identity requires review; Table II rows are not merged. 1 source row Row 9 · Balance 10,416 F2: 1-for-1 F10: Represents vesting date for grant made on 7/30/2020. F11: Restricted Stock Units (performance based vesting) do not expire; they either vest or are canceled prior to vest date. F12: Represents vested Restricted Stock Units (performance based vesting) that were granted on 7/30/2020, based on actual performance for completed performance periods and target performance for incomplete performance periods. These securities are subject to deferred release.

Filing footnotes · ownership attribution and instrument terms

F1: Shares held by the 2022 Brad D. Smith GRAT Trust of which the reporting person is a Trustee.

F2: 1-for-1

F3: Represents earliest vesting date for these Restricted Stock Units, subject to deferred release. 1,282 Restricted Stock Units vested on 4/1/2022 and 1,281 Restricted Stock Units vested on 7/1/2022.

F4: Represents release date for these Restricted Stock Units. Restricted Stock Units do not expire; they either vest or are canceled prior to vest date.

F5: Represents earliest vesting date for these Restricted Stock Units, subject to deferred release. 804 Restricted Stock Units vested on each of 4/1/2022, 10/1/2022, and 12/31/2022 and 803 Restricted Stock Units vested on 7/1/2022.

F6: Represents vesting date for these Restricted Stock Units, subject to deferred release.

F7: Forfeiture of securities pursuant to provisions under the Management Stock Purchase Program.

F8: Represents scheduled vesting date for grant made on 8/13/2021.

F9: Restricted Stock Units - MSPP Matching Units do not expire; they either vest or are canceled prior to vest date.

F10: Represents vesting date for grant made on 7/30/2020.

F11: Restricted Stock Units (performance based vesting) do not expire; they either vest or are canceled prior to vest date.

F12: Represents vested Restricted Stock Units (performance based vesting) that were granted on 7/30/2020, based on actual performance for completed performance periods and target performance for incomplete performance periods. These securities are subject to deferred release.

JPMORGAN CHASE & CO

Report date January 20, 2026 · Filed January 22, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	2,946.5824	Reported balance After 2026-01-20 transaction · row 1 1 source row Row 1 · 2026-01-20 · Grant · Acquired 913.5251 · Balance 2,946.5824 F1: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.
Common StockSEC Table I · non-derivative	IndirectBy Family Trusts	5,738	Reported balance Holding disclosure · report date 2026-01-20 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 5,738
Common StockSEC Table I · non-derivative	IndirectBy Spouse	1,000	Reported balance Holding disclosure · report date 2026-01-20 · row 3 Holding and transaction disclosures are not merged. 1 source row Row 3 · Balance 1,000
Common StockSEC Table I · non-derivative	IndirectBy Spouse's GRAT	2,142	Reported balance Holding disclosure · report date 2026-01-20 · row 4 Holding and transaction disclosures are not merged. 1 source row Row 4 · Balance 2,142
Common StockSEC Table I · non-derivative	IndirectBy Spouse's IRA	18	Reported balance Holding disclosure · report date 2026-01-20 · row 5 Holding and transaction disclosures are not merged. 1 source row Row 5 · Balance 18

Filing footnotes · ownership attribution and instrument terms

F1: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.

MOMENTIVE GLOBAL INC.

Report date June 02, 2021 · Filed August 10, 2021

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	48,088	Reported balance After 2021-06-02 transaction · row 1 Account or security details depend on footnotes; rows are not merged. 1 source row Row 1 · 2021-06-02 · Grant · Acquired 3,457 · Balance 48,088 F1: Grant of Restricted Stock Units ("RSUs") 1/4th of the total number of RSUs will vest on 08/15/2021 and 1/4th of the total number of RSUs will vest quarterly thereafter, subject to the Reporting Person's continued service to the Company until fully vested. F2: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions.
Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.53 · Expires 2031-08-06	Direct	6,914	Reported balance After 2021-08-06 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2021-08-06 · Grant · Acquired 6,914 · Balance 6,914 F3: Grant of Stock Options ("NSOs"). 1/4th of the total number of NSOs will vest on 08/15/2021 and 1/4th of the total number of NSOs will vest quarterly thereafter, subject to the Reporting Person's continued service to the Company until fully vested.

Filing footnotes · ownership attribution and instrument terms

F1: Grant of Restricted Stock Units ("RSUs") 1/4th of the total number of RSUs will vest on 08/15/2021 and 1/4th of the total number of RSUs will vest quarterly thereafter, subject to the Reporting Person's continued service to the Company until fully vested.

F2: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions.

F3: Grant of Stock Options ("NSOs"). 1/4th of the total number of NSOs will vest on 08/15/2021 and 1/4th of the total number of NSOs will vest quarterly thereafter, subject to the Reporting Person's continued service to the Company until fully vested.

NORDSTROM INC

Report date May 27, 2021 · Filed May 28, 2021

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	IndirectSee	60,373	Reported balance After 2021-05-27 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 1 · 2021-05-27 · Grant · Acquired 10,204 · Balance 60,373 F1: Annual stock award under Nordstrom, Inc. 2019 Equity Incentive Plan. F2: Shares held by Brad D. and Alys M. Smith Revocable Living Trust.

Filing footnotes · ownership attribution and instrument terms

F1: Annual stock award under Nordstrom, Inc. 2019 Equity Incentive Plan.

F2: Shares held by Brad D. and Alys M. Smith Revocable Living Trust.

Transaction history

JSON API

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
July 20, 2017 Filed Jul 24, 2017 23:45 UTC	INTUIT INC. INTU · Entity 2373	GrantRestricted Stock Units · Derivative	26,000	$0.00	$0.00	Disclosure SEC source: 0000896878-17-000096 · edgar.xml · derivative · entry 2 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,000 Underlying: Common Stock · 26,000 shares Expires not disclosed F2 · security: Dividend rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F3 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: One-third of the RSUs vest on each of 7/1/2018, 7/1/2019, and 7/1/2020 provided a predetermined one year operating goal threshold is achieved. This award is subject to deferred release; the vested RSUs have a release date one year from the date of vesting. F5 · derivative.expiration_date: RSUs have no expiration date; they either vest or are canceled prior to the vest date. Read SEC document
July 20, 2017 Filed Jul 24, 2017 23:45 UTC	INTUIT INC. INTU · Entity 2373	GrantNon-Qualified Stock Option (right to buy) · Derivative	139,000	$0.00 Strike: $135.35	$0.00	Disclosure SEC source: 0000896878-17-000096 · edgar.xml · derivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,000 Underlying: Common Stock · 139,000 shares Expires 2024-07-19 F1 · derivative.exercise_date: One-third of the options vest on the one-year anniversary of the drant date, and thereafter 2.778% of the options vest on each monthly anniversary of the first vesting date until 100% vested. Read SEC document
July 20, 2017 Filed Jul 25, 2017 23:18 UTC Amendment	INTUIT INC. INTU · Entity 2373	GrantRestricted Stock Units (performance-based vesting) · Derivative	53,000	$0.00	$0.00	Disclosure SEC source: 0000896878-17-000100 · edgar.xml · derivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,000 Underlying: Common Stock · 53,000 shares Expires not disclosed F1 · security: Dividend rights accrue on the underlying shares for this award and settle in cash upon vesting and issuance of those shares. F2 · derivative.exercise_price: 1-for-1 F3 · shares: This amendment to the Form 4 filed on 7/24/2017 corrects one line which reported an incorrect number of awarded Restricted Stock Units (performance-based vesting). F4 · derivative.exercise_date: The target number of units subject to the award is presented in the table; the number that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2020. Vested restricted stock units will be paid in an equal number of shares of Intuit Inc. common stock. This award is subject to deferred release; the vested RSUs have a release date one year from the date of vesting. F5 · derivative.expiration_date: RSUs have no expiration date; they either vest or are canceled prior to the vest date. Read SEC document
July 01, 2017 Filed Jul 5, 2017 20:32 UTC	INTUIT INC. INTU · Entity 2373	Exercise / conversionRestricted Stock Unit · Derivative	13,616	$0.00	$0.00	Disclosure SEC source: 0000896878-17-000075 · edgar.xml · derivative · entry 5 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO, & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,616 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vest date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are cancelled prior to vest date. Read SEC document
July 01, 2017 Filed Jul 5, 2017 20:32 UTC	INTUIT INC. INTU · Entity 2373	Exercise / conversionRestricted Stock Unit · Derivative	12,895	$0.00	$0.00	Disclosure SEC source: 0000896878-17-000075 · edgar.xml · derivative · entry 4 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO, & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,895 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents vest date for Restricted Stock Units. F4 · derivative.expiration_date: Restricted Stock Units do not expire; they either vest or are cancelled prior to vest date. Read SEC document
July 01, 2017 Filed Jul 5, 2017 20:32 UTC	INTUIT INC. INTU · Entity 2373	Tax withholdingCommon Stock	13,834	$132.81	$1,837,293.54	Disclosure SEC source: 0000896878-17-000075 · edgar.xml · nonDerivative · entry 3 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO, & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,194 Read SEC document
July 01, 2017 Filed Jul 5, 2017 20:32 UTC	INTUIT INC. INTU · Entity 2373	Exercise / conversionCommon Stock	13,616	$0.00	$0.00	Disclosure SEC source: 0000896878-17-000075 · edgar.xml · nonDerivative · entry 2 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO, & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,028 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
July 01, 2017 Filed Jul 5, 2017 20:32 UTC	INTUIT INC. INTU · Entity 2373	Exercise / conversionCommon Stock	12,895	$0.00	$0.00	Disclosure SEC source: 0000896878-17-000075 · edgar.xml · nonDerivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO, & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,412 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 229 shares acquired by the reporting person on 3/15/2017 through the Intuit Inc. Employee Stock Purchase Plan. Read SEC document
May 16, 2017 Filed May 18, 2017 17:08 UTC	NORDSTROM INC JWN · Entity 79544	GrantCommon Stock	3,444	$40.64	$139,964.16	Disclosure SEC source: 0000072333-17-000108 · edgar.xml · nonDerivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Disclosed balance after: 13,765 F1 · shares: Granted under the 2002 Nonemployee Director Stock Incentive Plan F2 · ownership.nature: Shares held by Brad D. and Alys M. Smith Revocable Living Trust. Read SEC document
February 27, 2017 Filed Feb 28, 2017 21:52 UTC	INTUIT INC. INTU · Entity 2373	Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative	103,445	$0.00 Strike: $37.98	$0.00	Disclosure SEC source: 0000896878-17-000032 · edgar.xml · derivative · entry 4 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 103,445 shares Expires 2017-07-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2016. F4 · derivative.exercise_date: Represents date the award was fully vested. Read SEC document
February 27, 2017 Filed Feb 28, 2017 21:52 UTC	INTUIT INC. INTU · Entity 2373	SaleCommon Stock	11,160	$126.63	$1,413,190.80	Disclosure SEC source: 0000896878-17-000032 · edgar.xml · nonDerivative · entry 3 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,288 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2016. F3 · price: This transaction was executed in multiple trades ranging from $126.45 to $126.95. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document
February 27, 2017 Filed Feb 28, 2017 21:52 UTC	INTUIT INC. INTU · Entity 2373	SaleCommon Stock	92,285	$126.02	$11,629,755.70	Disclosure SEC source: 0000896878-17-000032 · edgar.xml · nonDerivative · entry 2 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,448 F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2016. F2 · price: This transaction was executed in multiple trades ranging from $125.45 to $126.44. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document
February 27, 2017 Filed Feb 28, 2017 21:52 UTC	INTUIT INC. INTU · Entity 2373	Exercise / conversionCommon Stock	103,445	$37.98	$3,928,841.10	Disclosure SEC source: 0000896878-17-000032 · edgar.xml · nonDerivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,733 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Transaction effected pursuant to a 10b5-1 trading plan adopted by the reporting person in December 2016. Read SEC document
September 06, 2016 Filed Sep 6, 2016 23:14 UTC	INTUIT INC. INTU · Entity 2373	GiftCommon Stock	4,460	$0.00	$0.00	Disclosure SEC source: 0000896878-16-000297 · edgar.xml · nonDerivative · entry 7 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,288 Read SEC document
September 02, 2016 Filed Sep 6, 2016 23:14 UTC	INTUIT INC. INTU · Entity 2373	GiftCommon Stock	4,470	$0.00	$0.00	Disclosure SEC source: 0000896878-16-000297 · edgar.xml · nonDerivative · entry 6 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,748 Read SEC document
September 01, 2016 Filed Sep 6, 2016 23:14 UTC	INTUIT INC. INTU · Entity 2373	Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative	77,982	$0.00	$0.00	Disclosure SEC source: 0000896878-16-000297 · edgar.xml · derivative · entry 11 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 77,982 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F7 · shares: Represents the vested units pursuant to a Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives; the balance of the granted units were canceled. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document
September 01, 2016 Filed Sep 6, 2016 23:14 UTC	INTUIT INC. INTU · Entity 2373	Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative	23,940	$0.00	$0.00	Disclosure SEC source: 0000896878-16-000297 · edgar.xml · derivative · entry 10 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,940 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F6 · shares: Represents the vested units pursuant to a Restricted Stock Unit (performance-based vesting) grant related to achievement of certain pre-established 3-year operating goals; the balance of the granted units were canceled. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document
September 01, 2016 Filed Sep 6, 2016 23:14 UTC	INTUIT INC. INTU · Entity 2373	Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative	38,566	$0.00	$0.00	Disclosure SEC source: 0000896878-16-000297 · edgar.xml · derivative · entry 9 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 38,566 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F5 · shares: Represents the second and final vesting tranche pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain total shareholder return objectives awarded 7/20/2011. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document
September 01, 2016 Filed Sep 6, 2016 23:14 UTC	INTUIT INC. INTU · Entity 2373	Exercise / conversionRestricted Stock Unit (performance-based vesting) · Derivative	23,100	$0.00	$0.00	Disclosure SEC source: 0000896878-16-000297 · edgar.xml · derivative · entry 8 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,100 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · shares: Represents the second and final vesting tranche pursuant to the Restricted Stock Unit (performance-based vesting) grant related to achievement of certain pre-established 3-year operating goals awarded 7/20/2011. F3 · derivative.exercise_date: Represents vesting date for restricted stock units. F4 · derivative.expiration_date: Restricted stock units have no expiration date; they either vest or are canceled prior to vesting date. Read SEC document
September 01, 2016 Filed Sep 6, 2016 23:14 UTC	INTUIT INC. INTU · Entity 2373	Tax withholdingCommon Stock	85,362	$112.34	$9,589,567.08	Disclosure SEC source: 0000896878-16-000297 · edgar.xml · nonDerivative · entry 5 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,218 Read SEC document
September 01, 2016 Filed Sep 6, 2016 23:14 UTC	INTUIT INC. INTU · Entity 2373	Exercise / conversionCommon Stock	77,982	$0.00	$0.00	Disclosure SEC source: 0000896878-16-000297 · edgar.xml · nonDerivative · entry 4 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,580 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
September 01, 2016 Filed Sep 6, 2016 23:14 UTC	INTUIT INC. INTU · Entity 2373	Exercise / conversionCommon Stock	23,940	$0.00	$0.00	Disclosure SEC source: 0000896878-16-000297 · edgar.xml · nonDerivative · entry 3 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,598 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
September 01, 2016 Filed Sep 6, 2016 23:14 UTC	INTUIT INC. INTU · Entity 2373	Exercise / conversionCommon Stock	23,100	$0.00	$0.00	Disclosure SEC source: 0000896878-16-000297 · edgar.xml · nonDerivative · entry 2 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,658 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
September 01, 2016 Filed Sep 6, 2016 23:14 UTC	INTUIT INC. INTU · Entity 2373	Exercise / conversionCommon Stock	38,566	$0.00	$0.00	Disclosure SEC source: 0000896878-16-000297 · edgar.xml · nonDerivative · entry 1 SMITH BRAD D · CIK 0001284323 · Director · Chairman, CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,558 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.