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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 15 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   •       –      –    2010-08-16 4 AS $96.73 $628,729 D/D (6,500) 8,442 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-16 4 OE $25.97 $274,045 D/D 6,500 14,942 0 -
CTXS Citrix Systems Inc Director   –       •      –    2015-12-31 4 A $0.00 $0 D/D 6,609 6,609 0 -
MB Mindbody Inc. Director   –       •      –    2017-06-14 4 A $0.00 $0 D/D 6,654 29,987 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-03-22 4 S $77.45 $580,856 D/D (7,500) 7,388 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-03-22 4 OE $25.97 $194,775 D/D 7,500 14,888 0 -
BL Blackline, Inc. Director   –       •      –    2020-08-04 4 AS $90.06 $726,916 D/D (8,000) 14,359 0 %
BL Blackline, Inc. Director   –       •      –    2020-11-04 4 AS $103.32 $862,725 D/D (8,000) 8,859 0 %
WORK Slack Technologies, Inc. Director   –       •      –    2021-01-04 4 AS $42.28 $338,240 D/D (8,000) 31,854 0 %
BL Blackline, Inc. Director   –       •      –    2021-02-04 4 AS $137.20 $1,123,409 D/D (8,000) 8,859 0 %
BL Blackline, Inc. Director   –       •      –    2021-02-04 4 OE $14.50 $116,000 D/D 8,000 16,859 0 -
PCOR Procore Technologies, Inc... Director   –       •      –    2021-05-20 4 S $83.76 $670,080 D/D (8,000) 69,210 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-01-18 4 OE $25.97 $378,605 D/D 8,500 19,446 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-01-18 4 AS $145.05 $1,232,929 D/D (8,500) 10,946 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-05-16 4 OE $25.97 $378,605 D/D 8,500 20,508 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-05-16 4 AS $133.21 $1,132,285 D/D (8,500) 12,008 0 -
PCOR Procore Technologies, Inc... Director   –       •      –    2024-02-21 4 AS $72.97 $686,137 D/D (9,270) 45,520 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-12-30 4 AS $55.17 $546,183 D/D (9,900) 88,705 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-12-30 4 OE $35.63 $352,688 D/D 9,900 98,605 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 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-09-13 4 OE $52.28 $522,800 D/D 10,000 19,326 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   •       –      –    2010-09-17 4 OE $52.28 $522,800 D/D 10,000 19,326 0 -
SPLK Splunk Inc Director   –       •      –    2013-03-01 4 AS $38.17 $381,700 D/D (10,000) 140,000 0 -
SPLK Splunk Inc Director   –       •      –    2013-04-11 4 AS $42.17 $421,700 D/D (10,000) 130,000 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
 
 
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