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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   •       –      –    2011-06-29 4 OE $65.44 $163,600 D/D 2,500 15,576 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-07-29 4 OE $65.44 $163,600 D/D 2,500 15,576 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-16 4 OE $65.44 $98,160 D/D 1,500 15,645 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-10-10 4 OE $65.44 $65,440 D/D 1,000 15,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-10-28 4 OE $65.44 $98,160 D/D 1,500 15,645 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-10-31 4 OE $65.44 $163,600 D/D 2,500 16,645 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-09 4 OE $65.44 $130,880 D/D 2,000 17,868 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-29 4 OE $65.44 $163,600 D/D 2,500 19,592 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-03-29 4 OE $65.44 $163,600 D/D 2,500 19,592 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-04-30 4 OE $65.44 $163,600 D/D 2,500 19,592 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-29 4 OE $65.44 $163,600 D/D 2,500 20,165 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 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-01-15 4 OE $65.44 $91,616 D/D 1,400 21,164 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-02-15 4 OE $65.44 $91,616 D/D 1,400 21,164 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-03-15 4 OE $65.44 $91,616 D/D 1,400 21,742 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-04-15 4 OE $65.44 $91,616 D/D 1,400 21,742 0 -
SPLK Splunk Inc Director   –       •      –    2015-06-04 4 AS $66.21 $331,050 D/D (5,000) 74,126 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-02-28 4 S $66.29 $39,973 D/D (603) 90,341 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-02-26 4 S $66.92 $12,491 D/D (186) 6,625 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-03-01 4 S $67.64 $32,941 D/D (487) 7,388 0 -
BL Blackline, Inc. Director   –       •      –    2020-05-21 4 AS $68.19 $29,731 D/D (436) 25,123 0 %
BL Blackline, Inc. Director   –       •      –    2020-05-20 4 AS $68.54 $54,831 D/D (800) 25,559 0 %
SPLK Splunk Inc Director   –       •      –    2015-08-06 4 AS $69.05 $345,250 D/D (5,000) 72,740 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