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

 
3m +/-  
Form
SPLK Splunk Inc Director   –       •      –    2016-06-09 4 A $0.00 $0 D/D 4,236 60,976 0 -
WORK Slack Technologies, Inc. Director   –       •      –    2020-07-27 4 AS $29.38 $88,140 D/D (3,000) 62,854 0 %
PCOR Procore Technologies, Inc... Director   –       •      –    2022-08-12 4 S $62.98 $319,091 D/D (5,066) 63,216 0 %
SPLK Splunk Inc Director   –       •      –    2017-06-08 4 A $0.00 $0 D/D 4,070 65,046 0 -
WORK Slack Technologies, Inc. Director   –       •      –    2020-06-19 4 A $0.00 $0 D/D 5,854 65,854 0 -
PCOR Procore Technologies, Inc... Director   –       •      –    2022-08-09 4 S $62.16 $310,800 D/D (5,000) 68,282 0 %
PCOR Procore Technologies, Inc... Director   –       •      –    2021-05-20 4 S $83.76 $670,080 D/D (8,000) 69,210 0 -
SPLK Splunk Inc Director   –       •      –    2015-08-06 4 AS $69.05 $345,250 D/D (5,000) 72,740 0 -
PCOR Procore Technologies, Inc... Director   –       •      –    2022-06-03 4 A $0.00 $0 D/D 4,072 73,282 0 -
SPLK Splunk Inc Director   –       •      –    2015-06-04 4 AS $66.21 $331,050 D/D (5,000) 74,126 0 -
PCOR Procore Technologies, Inc... Director   –       •      –    2021-05-19 3 IO $0.00 $0 D/D 0 77,210 -
SPLK Splunk Inc Director   –       •      –    2015-06-11 4 A $0.00 $0 D/D 3,614 77,740 0 -
SPLK Splunk Inc Director   –       •      –    2015-04-07 4 AS $61.84 $309,200 D/D (5,000) 79,126 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   •       •      –    2013-05-23 4 S $43.11 $25,771 D/D (597) 81,847 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-24 4 S $42.55 $29,911 D/D (703) 82,396 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   •       •      –    2013-05-28 4 S $43.26 $32,185 D/D (744) 83,068 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   •       •      –    2013-05-23 4 OE $0.00 $0 D/D 1,252 83,099 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-24 4 OE $0.00 $0 D/D 1,416 83,812 0 -
SPLK Splunk Inc Director   –       •      –    2015-02-05 4 AS $58.70 $293,500 D/D (5,000) 84,126 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-08-22 4 OE $0.00 $0 D/D 1,076 84,144 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-08-23 4 S $43.15 $24,597 D/D (570) 84,822 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-08-26 4 S $43.15 $60,669 D/D (1,406) 84,832 0 -

  437  Records found
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  Page 15 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