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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   $27,410,541    

Indirect Value

  $0      
Total Shares   195,151      
Total Value   $27,410,541      


Advent Software Inc
 $0 Salesforce.com Inc
 $21,565,198 Citrix Systems Inc
 $1,554,240 Blackline, Inc.
 $510,890 Procore Technologies, Inc.
 $3,055,758 Axon Enterprise Inc
 $724,455 Advent Software Inc
 $0 Salesforce.com Inc
 $21,565,198 Citrix Systems Inc
 $1,554,240 Blackline, Inc.
 $510,890 Procore Technologies, Inc.
 $3,055,758 Axon Enterprise Inc
 $724,455
 


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
ADVS Advent Software Inc Former EVP, CFO & Secretary   •       –      –    2008-02-08 4 D $49.06 $271,253 D/D (5,529) 32,912 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   •       •      –    2013-06-17 4 AS $38.79 $217,224 D/D (5,600) 83,068 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-06-17 4 OE $16.36 $91,616 D/D 5,600 88,668 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-24 4 OE $0.00 $346,760 D/D 5,854 16,387 0 -
WORK Slack Technologies, Inc. Director   –       •      –    2020-06-19 4 A $0.00 $0 D/D 5,854 65,854 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-09-17 4 AS $159.00 $938,100 D/D (5,900) 18,232 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-09-17 4 OE $25.97 $315,048 D/D 5,900 24,132 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-10-15 4 OE $25.97 $315,048 D/D 5,900 24,132 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-10-15 4 AS $153.34 $904,706 D/D (5,900) 18,232 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   •       –      –    2010-09-16 4 OE $52.28 $313,680 D/D 6,000 15,326 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-10-18 4 AS $108.50 $651,000 D/D (6,000) 9,326 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-10-18 4 OE $52.28 $313,680 D/D 6,000 15,326 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-11-16 4 OE $52.28 $313,680 D/D 6,000 15,326 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   •       –      –    2010-12-16 4 OE $52.28 $313,680 D/D 6,000 16,946 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-12-16 4 AS $136.02 $816,131 D/D (6,000) 10,946 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-02-16 4 OE $52.28 $313,680 D/D 6,000 16,946 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-02-16 4 AS $142.72 $856,320 D/D (6,000) 10,946 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-03-16 4 OE $52.28 $313,680 D/D 6,000 18,008 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-03-16 4 AS $125.30 $751,800 D/D (6,000) 12,008 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-04-18 4 OE $52.28 $313,680 D/D 6,000 18,008 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-04-18 4 AS $131.75 $790,500 D/D (6,000) 12,008 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