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Insider Information:   Templeton Mark B
Relationship:  
City:   Fort Lauderdale
State:   FL
   
Insider Summary:
  
   
Companies Owned :   6    
Direct Shares   481,571    

Indirect Shares

  84,261      
Direct Value   $52,669,358    

Indirect Value

  $13,260,834      
Total Shares   565,832      
Total Value   $65,930,192      


Citrix Systems Inc
 $36,760,755 Equifax Inc
 $8,754,998 Keysight Technologies Inc
 $2,273,867 Arista Networks, Inc.
 $3,754,987 Health Catalyst, Inc.
 $0 Nutanix, Inc.
 $1,124,750 Citrix Systems Inc
 $36,760,755 Equifax Inc
 $8,754,998 Keysight Technologies Inc
 $2,273,867 Arista Networks, Inc.
 $3,754,987 Health Catalyst, Inc.
 $0 Nutanix, Inc.
 $1,124,750
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Citrix Systems Inc CTXS CEO & President, Direc... 2015-07-31 353,809 2013-10-31 58,661    Premium*  
            Equifax Inc EFX Director 2018-05-03 37,530 2018-05-03 6,800    Premium*  
            Keysight Technologies Inc KEYS Director 2018-03-23 16,743 2015-12-01 0    Premium*  
            Arista Networks, Inc. ANET Director 2024-05-20 12,652 2024-05-20 18,800    Premium*  
            Health Catalyst, Inc. HCAT 2023-06-14 39,360 2020-08-06 0    Premium*  
            Nutanix, Inc. NTNX 2023-12-08 21,477 2023-07-24 0    Premium*  
* Premium Members only  

Records found :    157         Free Registration Required For Full Results.    Limit: 25

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  Page 4 of 7
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
CTXS Citrix Systems Inc CEO & President   •       •      –    2009-09-14 4 OE $5.60 $40,454 D/D 7,224 263,499 0 -
CTXS Citrix Systems Inc CEO & President   •       •      –    2011-12-07 4 OE $5.60 $4,365,546 D/D 167,776 255,467 0 -
CTXS Citrix Systems Inc President, Director & CEO   •       •      –    2008-01-31 4 OE $12.00 $243,756 D/D 20,313 177,303 0 -
CTXS Citrix Systems Inc CEO & President   •       •      –    2012-11-19 4 OE $12.00 $911,308 D/D 37,500 274,887 0 -
CTXS Citrix Systems Inc President, CEO and Director   •       •      –    2005-09-12 4 OE $14.50 $725,000 D/D 50,000 179,968 -
CTXS Citrix Systems Inc officerTitle   •       •      –    2006-01-20 4 OE $14.50 $3,824,952 D/D 261,983 136,951 -
CTXS Citrix Systems Inc President, Director and CEO   •       •      –    2006-04-21 4 OE $14.50 $3,660,583 D/D 250,000 386,951 -
CTXS Citrix Systems Inc CEO & President   •       •      –    2009-01-30 4 OE $15.25 $887,839 D/D 49,605 270,995 0 -
CTXS Citrix Systems Inc CEO & President   •       •      –    2010-01-29 4 OE $15.25 $381,250 D/D 25,000 231,800 0 -
CTXS Citrix Systems Inc CEO & President   •       •      –    2010-04-26 4 OE $15.25 $403,889 D/D 25,000 295,407 0 -
CTXS Citrix Systems Inc CEO & President   •       •      –    2010-07-30 4 OE $16.78 $440,294 D/D 25,000 242,431 0 -
CTXS Citrix Systems Inc CEO & President   •       •      –    2013-04-26 4 OE $18.05 $1,977,969 D/D 79,839 320,986 0 -
CTXS Citrix Systems Inc President, Director and CEO   •       •      –    2006-07-21 4 OE $19.66 $4,915,000 D/D 250,000 386,951 -
CTXS Citrix Systems Inc President, Director and CEO   •       •      –    2006-10-20 4 OE $19.66 $2,713,414 D/D 138,017 274,968 0 -
CTXS Citrix Systems Inc CEO & President   •       •      –    2013-10-31 4 OE $20.09 $2,762,375 D/D 137,500 344,372 0 -
CTXS Citrix Systems Inc CEO & President   •       •      –    2009-01-30 4 S $22.03 $1,098,269 D/D (49,854) 221,141 0 -
CTXS Citrix Systems Inc CEO & President   •       •      –    2009-02-05 4 OE $22.47 $3,190,081 D/D 141,183 362,324 0 -
CTXS Citrix Systems Inc CEO & President   •       •      –    2009-12-14 4 OE $22.50 $5,720,510 D/D 245,556 356,800 0 -
CTXS Citrix Systems Inc CEO & President   •       •      –    2009-02-06 4 OE $22.60 $6,698,157 D/D 296,317 517,458 0 -
CTXS Citrix Systems Inc CEO & President   •       •      –    2009-02-05 4 S $22.77 $3,214,102 D/D (141,183) 221,141 0 -
CTXS Citrix Systems Inc CEO & President   •       •      –    2009-02-06 4 S $22.83 $6,764,858 D/D (296,317) 221,141 0 -
CTXS Citrix Systems Inc CEO & President   •       •      –    2008-10-02 4 D $23.52 $128,348 D/D (5,457) 221,390 0 -
CTXS Citrix Systems Inc President, CEO and Director   •       •      –    2005-09-12 4 AS $25.00 $1,250,000 D/D (50,000) 129,968 -
CTXS Citrix Systems Inc President, Director and CEO   •       •      –    2006-10-24 4 OE $25.55 $2,861,166 D/D 111,983 386,951 0 -
CTXS Citrix Systems Inc CEO & President   •       •      –    2009-05-01 4 S $25.84 $153,969 D/D (5,699) 256,275 0 -

  157  Records found
  1   2   3   4  5   6   7      
  Page 4 of 7  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed