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

 
3m +/-  
Form
BL Blackline, Inc. Director   –       •      –    2021-06-21 4 AS $110.00 $165,000 D/D (1,500) 10,706 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-27 4 S $110.60 $64,922 D/D (587) 9,326 0 -
SPLK Splunk Inc Interim CEO   •       •      –    2021-12-10 4 D $110.84 $3,325 D/D (30) 31,020 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-26 4 S $111.15 $22,008 D/D (198) 13,482 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-26 4 S $112.15 $21,981 D/D (196) 8,663 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-01-19 4 AS $112.17 $112,170 D/D (1,000) 15,868 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-11-16 4 AS $112.37 $674,232 D/D (6,000) 9,326 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-23 4 AS $112.49 $112,490 D/D (1,000) 13,076 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-01-23 4 AS $114.34 $114,340 D/D (1,000) 15,868 0 -
BL Blackline, Inc. Director   –       •      –    2021-08-02 4 AS $114.50 $458,000 D/D (4,000) 10,706 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-11-15 4 AS $115.30 $288,250 D/D (2,500) 9,326 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-25 4 S $115.47 $19,283 D/D (167) 13,263 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-09-16 4 S $116.50 $699,000 D/D (6,000) 9,326 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-09-17 4 S $116.73 $1,167,323 D/D (10,000) 9,326 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-09-15 4 S $117.49 $293,725 D/D (2,500) 9,326 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-23 4 AS $117.84 $117,840 D/D (1,000) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-29 4 AS $118.52 $316,911 D/D (2,587) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-09-13 4 S $119.01 $1,190,125 D/D (10,000) 9,326 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   •       –      –    2011-03-15 4 AS $120.68 $301,700 D/D (2,500) 12,008 0 -
SPLK Splunk Inc Director   –       •      –    2018-06-14 4 S $121.01 $484,040 D/D (4,000) 53,226 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   •       –      –    2011-12-05 4 AS $122.31 $247,480 D/D (2,000) 15,868 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-27 4 AS $124.07 $124,070 D/D (1,000) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-10-10 4 AS $125.17 $125,170 D/D (1,000) 14,145 0 -

  437  Records found
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  Page 14 of 18  
 
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  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