| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
437 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 16 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 |
• • – |
2012-11-19 |
4 |
AS |
$145.98 |
$540,126 |
D/D |
(3,700) |
18,232 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2013-12-30 |
4 |
AS |
$55.17 |
$546,183 |
D/D |
(9,900) |
88,705 |
0 |
- |
|
| SPLK |
Splunk Inc |
Director |
– • – |
2020-09-16 |
4 |
AS |
$181.88 |
$549,183 |
D/D |
(3,000) |
35,917 |
0 |
% |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2014-07-25 |
4 |
AS |
$55.17 |
$551,700 |
D/D |
(10,000) |
91,986 |
0 |
- |
|
| SPLK |
Splunk Inc |
Director |
– • – |
2020-06-16 |
4 |
AS |
$184.28 |
$552,840 |
D/D |
(3,000) |
40,417 |
0 |
% |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2014-05-30 |
4 |
S |
$55.31 |
$553,100 |
D/D |
(10,000) |
91,986 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2011-09-15 |
4 |
OE |
$25.97 |
$572,041 |
D/D |
12,200 |
26,345 |
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 |
- |
|
| 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 |
• • – |
2013-11-21 |
4 |
AS |
$54.08 |
$609,399 |
D/D |
(11,268) |
84,832 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2007-10-30 |
4 |
OE |
$16.55 |
$615,516 |
D/D |
35,000 |
12,679 |
0 |
- |
|
| 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 |
• – – |
2010-10-18 |
4 |
AS |
$108.50 |
$651,000 |
D/D |
(6,000) |
9,326 |
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 |
• – – |
2010-11-16 |
4 |
AS |
$112.37 |
$674,232 |
D/D |
(6,000) |
9,326 |
0 |
- |
|
| PCOR |
Procore Technologies, Inc... |
Director |
– • – |
2024-02-21 |
4 |
AS |
$72.97 |
$686,137 |
D/D |
(9,270) |
45,520 |
0 |
% |
|
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2006-05-03 |
4 |
S |
$34.90 |
$698,552 |
D/D |
(20,000) |
3,929 |
|
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-09-16 |
4 |
S |
$116.50 |
$699,000 |
D/D |
(6,000) |
9,326 |
0 |
- |
|
| BL |
Blackline, Inc. |
Director |
– • – |
2020-08-04 |
4 |
AS |
$90.06 |
$726,916 |
D/D |
(8,000) |
14,359 |
0 |
% |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2014-04-21 |
4 |
AS |
$56.07 |
$728,910 |
D/D |
(13,000) |
90,341 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2014-06-23 |
4 |
AS |
$57.10 |
$742,242 |
D/D |
(13,000) |
91,986 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2011-03-16 |
4 |
AS |
$125.30 |
$751,800 |
D/D |
(6,000) |
12,008 |
0 |
- |
|
| PCOR |
Procore Technologies, Inc... |
Director |
– • – |
2023-06-02 |
4 |
S |
$63.42 |
$761,040 |
D/D |
(12,000) |
51,216 |
0 |
% |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2014-02-21 |
4 |
OE |
$16.36 |
$761,580 |
D/D |
23,000 |
91,705 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2014-03-21 |
4 |
AS |
$58.04 |
$764,222 |
D/D |
(13,000) |
90,341 |
0 |
- |
|
437 Records found
|
|
Page 16 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 |
| |
|
|
|
|
|
