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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      


Advent Software Inc $0 Salesforce.com Inc $22,245,894 Citrix Systems Inc $1,554,240 Blackline, Inc. $490,977 Procore Technologies, Inc. $3,131,932 Axon Enterprise Inc $734,049 Advent Software Inc $0 Salesforce.com Inc $22,245,894 Citrix Systems Inc $1,554,240 Blackline, Inc. $490,977 Procore Technologies, Inc. $3,131,932 Axon Enterprise Inc $734,049
 


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*  
* Premium Members only  

Records found :    439         Free Registration Required For Full Results.    Limit: 25

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  Page 13 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   •       •      –    2012-11-23 4 OE $0.00 $0 D/D 313 19,109 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-11-23 4 S $156.00 $79,716 D/D (511) 18,796 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-11-24 4 OE $0.00 $0 D/D 355 19,464 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-11-25 4 OE $0.00 $0 D/D 417 19,881 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-11-26 4 S $156.61 $80,968 D/D (517) 19,364 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-12-17 4 AS $164.66 $773,902 D/D (4,700) 19,364 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   •       •      –    2012-12-18 4 OE $52.28 $20,912 D/D 400 19,764 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   •       •      –    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 S $174.75 $244,650 D/D (1,400) 19,764 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   •       •      –    2013-02-22 4 OE $0.00 $0 D/D 268 20,032 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-02-23 4 OE $0.00 $0 D/D 312 20,344 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-02-24 4 OE $0.00 $0 D/D 354 20,698 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-02-25 4 S $168.72 $60,067 D/D (356) 20,342 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   •       •      –    2013-03-15 4 AS $177.93 $249,102 D/D (1,400) 20,342 0 -
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   •       •      –    2013-04-15 4 OE $65.44 $91,616 D/D 1,400 21,742 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-15 4 AS $44.98 $251,888 D/D (5,600) 81,368 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-15 4 OE $16.36 $91,616 D/D 5,600 86,968 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-22 4 OE $0.00 $0 D/D 1,076 82,444 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-23 4 OE $0.00 $0 D/D 1,252 83,099 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-23 4 S $43.11 $25,771 D/D (597) 81,847 0 -
  439  Records found
  1   2   3   4   5   6   7   8   9   10   11   12   13  14   15   16   17   18      
  Page 13 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
 
 
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