| |
| |
|
| Insider
Information: |
Smith Graham |
| Relationship: |
|
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
9 |
|
| Direct
Shares |
196,251 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$28,157,092 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
196,251 |
|
|
| Total
Value |
$28,157,092 |
|
|
|
|
|
|
|
|
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 |
|
2024-06-10 |
46,620 |
|
0 |
Premium* |
|
|
Axon Enterprise Inc |
AAXN |
|
2024-05-10 |
2,572 |
2023-03-16 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
439 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
• – – |
2012-05-23 |
4 |
OE |
$0.00 |
$156,840 |
D/D |
3,313 |
20,405 |
0 |
- |
|
| WORK |
Slack Technologies, Inc. |
Director |
– • – |
2020-11-25 |
4 |
AS |
$35.45 |
$129,175 |
D/D |
(3,500) |
49,854 |
0 |
% |
|
| PCOR |
Procore Technologies, Inc... |
Director |
– • – |
2023-06-07 |
4 |
A |
$0.00 |
$0 |
D/D |
3,574 |
54,790 |
0 |
- |
|
| SPLK |
Splunk Inc |
Director |
– • – |
2015-06-11 |
4 |
A |
$0.00 |
$0 |
D/D |
3,614 |
77,740 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2012-08-13 |
4 |
AS |
$145.17 |
$537,129 |
D/D |
(3,700) |
17,665 |
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 |
• • – |
2012-08-16 |
4 |
AS |
$145.17 |
$537,129 |
D/D |
(3,700) |
17,665 |
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 |
• • – |
2012-11-19 |
4 |
AS |
$145.98 |
$540,126 |
D/D |
(3,700) |
18,232 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2007-02-14 |
4 |
A |
$0.00 |
$0 |
D/D |
3,750 |
7,679 |
0 |
- |
|
| BL |
Blackline, Inc. |
Director |
– • – |
2019-05-08 |
4 |
A |
$0.00 |
$0 |
D/D |
3,857 |
29,351 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2006-03-14 |
4 |
A |
$0.00 |
$0 |
D/D |
3,929 |
3,929 |
|
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-06-16 |
4 |
OE |
$52.28 |
$209,120 |
D/D |
4,000 |
12,442 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-06-16 |
4 |
AS |
$93.82 |
$375,280 |
D/D |
(4,000) |
8,442 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-07-16 |
4 |
OE |
$52.28 |
$209,120 |
D/D |
4,000 |
12,442 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-07-16 |
4 |
AS |
$94.04 |
$376,867 |
D/D |
(4,000) |
8,442 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-08-02 |
4 |
AS |
$102.17 |
$408,680 |
D/D |
(4,000) |
8,442 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-08-02 |
4 |
OE |
$52.28 |
$209,120 |
D/D |
4,000 |
12,442 |
0 |
- |
|
| SPLK |
Splunk Inc |
Director |
– • – |
2018-06-14 |
4 |
S |
$121.01 |
$484,040 |
D/D |
(4,000) |
53,226 |
0 |
- |
|
| BL |
Blackline, Inc. |
Director |
– • – |
2020-05-05 |
4 |
AS |
$60.91 |
$244,026 |
D/D |
(4,000) |
23,351 |
0 |
% |
|
| BL |
Blackline, Inc. |
Director |
– • – |
2021-08-02 |
4 |
OE |
$14.50 |
$58,000 |
D/D |
4,000 |
14,706 |
0 |
- |
|
| BL |
Blackline, Inc. |
Director |
– • – |
2021-08-02 |
4 |
AS |
$114.50 |
$458,000 |
D/D |
(4,000) |
10,706 |
0 |
% |
|
| SPLK |
Splunk Inc |
Director |
– • – |
2017-06-08 |
4 |
A |
$0.00 |
$0 |
D/D |
4,070 |
65,046 |
0 |
- |
|
| PCOR |
Procore Technologies, Inc... |
Director |
– • – |
2022-06-03 |
4 |
A |
$0.00 |
$0 |
D/D |
4,072 |
73,282 |
0 |
- |
|
439 Records found
|
|
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 |
| |
|
|
|
|
|
