| Company Holdings | All | LZ | INTU |
| Direct | Indirect Ownership | Total | |
| Shares | 441,893 | 0 | 441,893 |
| Value | $34,770,781.69 | $0.00 | $34,770,781.69 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|---|
| LZ | 03/06/2023 | DDS | 39,558 | Direct | COM | $8.62 | $340,871.29 | 364,623 |
| LZ | 03/03/2023 | DDS | 4,243 | Direct | COM | $8.42 | $35,713.33 | 404,181 |
| LZ | 11/17/2022 | DDS | 3,959 | Direct | COM | $9.01 | $35,666.63 | 408,424 |
| LZ | 08/17/2022 | DDS | 15,977 | Direct | COM | $11.47 | $183,176.31 | 441,159 |
| INTU | 05/29/2018 | DDS | 67,507 | Direct | COM | $196.53 | $13,266,900.93 | 77,270 |
| INTU | 05/29/2018 | DDS | 81,653 | Direct | COM | $195.54 | $15,966,247.98 | 144,777 |
| INTU | 05/29/2018 | DDS | 64,675 | Direct | COM | $197.42 | $12,768,151.44 | 12,595 |
| INTU | 05/29/2018 | DDS | 11,708 | Direct | COM | $198.06 | $2,318,892.33 | 887 |
| INTU | 11/22/2017 | DDS | 49,300 | Direct | COM | $151.30 | $7,459,301.99 | 4,488 |
| INTU | 11/22/2017 | DDS | 3,700 | Direct | COM | $151.88 | $561,950.82 | 788 |
| INTU | 09/07/2017 | DDS | 15,415 | Direct | COM | $141.33 | $2,178,606.57 | 788 |
| INTU | 08/24/2017 | DDS | 600 | Direct | COM | $134.13 | $80,476.02 | 8,517 |
| INTU | 08/24/2017 | DDS | 7,729 | Direct | COM | $135.25 | $1,045,355.75 | 788 |
| INTU | 06/21/2017 | DDS | 15,684 | Direct | COM | $140.50 | $2,203,551.81 | 788 |
| INTU | 11/21/2016 | DDS | 13,504 | Direct | COM | $115.33 | $1,557,456.83 | 571 |
| INTU | 09/07/2016 | DDS | 18,567 | Direct | COM | $111.47 | $2,069,639.35 | 3,577 |
| INTU | 08/25/2016 | DDS | 4,389 | Direct | COM | $110.06 | $483,060.36 | 3,577 |
| INTU | 11/23/2015 | DDS | 300 | Direct | COM | $103.07 | $30,920.07 | 305 |
| INTU | 11/23/2015 | DDS | 5,294 | Direct | COM | $101.26 | $536,046.62 | 6,030 |
| INTU | 11/23/2015 | DDS | 5,425 | Direct | COM | $102.37 | $555,361.05 | 605 |
| INTU | 11/26/2014 | DDS | 30,000 | Direct | COM | $92.65 | $2,779,536.00 | 30 |
| INTU | 09/05/2014 | DDS | 321 | Direct | COM | $83.38 | $26,764.15 | 0 |
| INTU | 09/05/2014 | DDS | 8,217 | Direct | COM | $83.45 | $685,711.12 | 321 |
| INTU | 05/23/2014 | DDS | 18,000 | Direct | COM | $79.41 | $1,429,371.00 | 216 |
| INTU | 08/29/2013 | DDS | 4,441 | Direct | COM | $63.73 | $283,034.70 | 0 |
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Transaction Type Key First letter: A = Acquired, D = Disposed Second letter: A = Grant, award or other acquisition pursuant to Rule 16b-3(d) C = Conversion of derivative security | D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) | E = Expiration of short derivative position | F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. | G = Gift | H = Expiration (or cancellation) of long derivative position with value received | I = Discretionary transaction in accordance with Rule 16b-3(f) | J = Other | L = Small acquisition under Rule 16a-6 | M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | O = Exercise of out-of-the-money derivative security | P = Open market or private purchase | S = Open market or private sale | U = Disposition pursuant to a tender of shares in a change of control transaction | W = Acquisition or disposition by will or the laws of descent and distribution | X = Exercise of in-the-money or at-the-money derivative security | Z = Deposit into or withdrawal from voting trust |
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