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Insider Information:   Smith Graham
Relationship:  
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   9    
Direct Shares   195,151    

Indirect Shares

  0      
Direct Value   $28,017,127    

Indirect Value

  $0      
Total Shares   195,151      
Total Value   $28,017,127      


Advent Software Inc
 $0 Salesforce.com Inc
 $22,246,814 Citrix Systems Inc
 $1,554,240 Blackline, Inc.
 $492,583 Procore Technologies, Inc.
 $3,002,044 Axon Enterprise Inc
 $721,446 Advent Software Inc
 $0 Salesforce.com Inc
 $22,246,814 Citrix Systems Inc
 $1,554,240 Blackline, Inc.
 $492,583 Procore Technologies, Inc.
 $3,002,044 Axon Enterprise Inc
 $721,446
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    3    

     Stock price went up :

    0   
    1    
     Stock price went down :
    0   
    2    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
 -6.4%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Advent Software Inc ADVS Former EVP, CFO & Secr... 2008-02-22 29,408 2005-10-27 0    Premium*  
            Salesforce.com Inc CRM Chief Financial Officer 2014-07-25 91,986 2009-02-26 0    Premium*  
            Splunk Inc SPLK 2024-03-18 0 0    Premium*  
            Mindbody Inc. MB Director 2019-02-15 0 2015-08-11 0    Premium*  
            Citrix Systems Inc CTXS Director 2017-07-03 14,959 2015-12-31 0    Premium*  
            Blackline, Inc. BL Director 2021-09-07 10,706 0    Premium*  
            Slack Technologies, Inc. WORK Director 2021-07-21 0 2020-05-18 0    Premium*  
            Procore Technologies, Inc. PCOR Director 2024-02-21 45,520 0    Premium*  
            Axon Enterprise Inc AAXN 2024-05-10 2,572 2023-03-16 0    Premium*  
* Premium Members only  

Records found :    437         Free Registration Required For Full Results.    Limit: 25

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  Page 12 of 18
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-04-15 4 AS $168.55 $235,971 D/D (1,400) 20,342 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-12-17 4 OE $25.97 $236,520 D/D 4,700 24,064 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-07-15 4 AS $95.73 $239,325 D/D (2,500) 8,442 0 -
BL Blackline, Inc. Director   –       •      –    2021-09-07 4 AS $120.00 $240,000 D/D (2,000) 10,706 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-01-15 4 AS $172.42 $241,388 D/D (1,400) 19,764 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-08-13 4 OE $65.44 $242,128 D/D 3,700 21,365 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-08-16 4 OE $65.44 $242,128 D/D 3,700 21,365 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-11-19 4 OE $65.44 $242,128 D/D 3,700 21,932 0 -
BL Blackline, Inc. Director   –       •      –    2020-05-05 4 AS $60.91 $244,026 D/D (4,000) 23,351 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-03 4 AS $122.17 $244,340 D/D (2,000) 15,868 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-02-15 4 S $174.75 $244,650 D/D (1,400) 19,764 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-12-05 4 AS $122.31 $247,480 D/D (2,000) 15,868 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-03-15 4 AS $177.93 $249,102 D/D (1,400) 20,342 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-09 4 AS $125.17 $250,340 D/D (2,000) 15,868 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-15 4 AS $44.98 $251,888 D/D (5,600) 81,368 0 -
SPLK Splunk Inc Director   –       •      –    2021-10-26 4 AS $170.00 $255,000 D/D (1,500) 31,050 0 %
BL Blackline, Inc. Director   –       •      –    2021-05-13 4 AS $102.75 $256,875 D/D (2,500) 8,859 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-10-15 4 AS $108.40 $271,000 D/D (2,500) 9,326 0 -
ADVS Advent Software Inc Former EVP, CFO & Secretary   •       –      –    2008-02-08 4 D $49.06 $271,253 D/D (5,529) 32,912 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-16 4 OE $25.97 $274,045 D/D 6,500 14,942 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-05-03 4 OE $14.08 $281,600 D/D 20,000 4,329 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-11-15 4 AS $115.30 $288,250 D/D (2,500) 9,326 0 -
SPLK Splunk Inc Director   –       •      –    2015-02-05 4 AS $58.70 $293,500 D/D (5,000) 84,126 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-09-15 4 S $117.49 $293,725 D/D (2,500) 9,326 0 -
SPLK Splunk Inc Director   –       •      –    2014-10-07 4 AS $59.11 $295,550 D/D (5,000) 94,126 0 -

  437  Records found
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  Page 12 of 18  
 
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