Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
  
   
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

Download
  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   •       –      –    2012-04-16 4 OE $25.97 $535,445 D/D 11,500 28,592 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-15 4 OE $25.97 $535,445 D/D 11,500 28,592 0 -
ADVS Advent Software Inc Former EVP, CFO & Secretary   •       –      –    2008-02-15 4 S $47.77 $125,878 D/D (2,632) 28,816 0 -
BL Blackline, Inc. Director   –       •      –    2019-05-08 4 A $0.00 $0 D/D 3,857 29,351 0 -
ADVS Advent Software Inc Former EVP, CFO & Secretary   •       –      –    2008-02-22 4 OE $14.08 $8,335 D/D 592 29,408 0 -
MB Mindbody Inc. Director   –       •      –    2017-06-14 4 A $0.00 $0 D/D 6,654 29,987 0 -
SPLK Splunk Inc Interim CEO   •       •      –    2022-03-10 4 D $126.92 $10,407 D/D (82) 30,938 0 -
SPLK Splunk Inc Interim CEO   •       •      –    2021-12-10 4 D $110.84 $3,325 D/D (30) 31,020 0 -
SPLK Splunk Inc Director   –       •      –    2021-10-26 4 AS $170.00 $255,000 D/D (1,500) 31,050 0 %
ADVS Advent Software Inc Former EVP, CFO & Secretary   •       –      –    2008-02-08 4 D $49.06 $71,824 D/D (1,464) 31,448 0 -
ADVS Advent Software Inc Former EVP, CFO & Secretary   •       –      –    2008-02-08 4 S $49.44 $573,298 D/D (11,591) 31,448 0 -
WORK Slack Technologies, Inc. Director   –       •      –    2021-01-04 4 AS $42.28 $338,240 D/D (8,000) 31,854 0 %
SPLK Splunk Inc Director   –       •      –    2020-12-23 4 AS $180.00 $90,000 D/D (500) 31,917 0 %
ADVS Advent Software Inc Former EVP, CFO & Secretary   •       –      –    2008-02-08 4 OE $14.08 $449,047 D/D 21,216 31,948 0 -
SPLK Splunk Inc Director   –       •      –    2020-12-21 4 AS $170.00 $85,000 D/D (500) 32,417 0 %
SPLK Splunk Inc Director   –       •      –    2021-10-13 4 AS $160.00 $160,000 D/D (1,000) 32,550 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 -
SPLK Splunk Inc Director   –       •      –    2020-12-16 4 AS $160.30 $322,142 D/D (2,000) 32,917 0 %
SPLK Splunk Inc Director   –       •      –    2022-06-29 4 A $0.00 $0 D/D 2,301 33,130 0 -
SPLK Splunk Inc Director   –       •      –    2021-08-26 4 AS $160.00 $80,000 D/D (500) 33,550 0 %
SPLK Splunk Inc Director   –       •      –    2021-06-17 4 A $0.00 $0 D/D 2,133 34,050 0 -
MB Mindbody Inc. Director   –       •      –    2018-05-17 4 A $0.00 $0 D/D 4,609 34,596 0 -
SPLK Splunk Inc Director   –       •      –    2020-10-06 4 AS $200.00 $100,000 D/D (500) 34,917 0 %
SPLK Splunk Inc Director   –       •      –    2020-09-30 4 AS $190.00 $95,000 D/D (500) 35,417 0 %
SPLK Splunk Inc Director   –       •      –    2023-06-21 4 A $0.00 $0 D/D 2,777 35,907 0 -

  437  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