| |
| |
|
| 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 17 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 |
• – – |
2011-07-25 |
4 |
AS |
$148.71 |
$446,130 |
D/D |
(3,000) |
13,076 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2011-05-26 |
4 |
S |
$149.03 |
$29,507 |
D/D |
(198) |
12,413 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2012-05-24 |
4 |
AS |
$149.36 |
$22,105 |
D/D |
(148) |
17,257 |
0 |
- |
|
| SPLK |
Splunk Inc |
Director |
– • – |
2020-05-07 |
4 |
AS |
$150.00 |
$225,000 |
D/D |
(1,500) |
43,679 |
0 |
% |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2011-07-15 |
4 |
AS |
$152.09 |
$1,749,059 |
D/D |
(11,500) |
13,076 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2012-03-15 |
4 |
AS |
$152.37 |
$1,759,398 |
D/D |
(11,500) |
17,092 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2012-03-23 |
4 |
AS |
$152.66 |
$457,980 |
D/D |
(3,000) |
17,092 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2011-05-27 |
4 |
S |
$152.88 |
$89,741 |
D/D |
(587) |
13,076 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2012-03-29 |
4 |
AS |
$152.92 |
$382,300 |
D/D |
(2,500) |
17,092 |
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 |
• – – |
2012-04-23 |
4 |
AS |
$154.50 |
$463,500 |
D/D |
(3,000) |
17,092 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2012-11-23 |
4 |
S |
$156.00 |
$79,716 |
D/D |
(511) |
18,796 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2012-11-26 |
4 |
S |
$156.61 |
$80,968 |
D/D |
(517) |
19,364 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2012-04-30 |
4 |
AS |
$156.68 |
$391,708 |
D/D |
(2,500) |
17,092 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2012-04-16 |
4 |
AS |
$156.84 |
$1,827,074 |
D/D |
(11,500) |
17,092 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2012-09-17 |
4 |
AS |
$159.00 |
$938,100 |
D/D |
(5,900) |
18,232 |
0 |
- |
|
| SPLK |
Splunk Inc |
Director |
– • – |
2020-05-11 |
4 |
AS |
$160.00 |
$80,000 |
D/D |
(500) |
43,179 |
0 |
% |
|
| SPLK |
Splunk Inc |
Director |
– • – |
2021-08-26 |
4 |
AS |
$160.00 |
$80,000 |
D/D |
(500) |
33,550 |
0 |
% |
|
| SPLK |
Splunk Inc |
Director |
– • – |
2021-10-13 |
4 |
AS |
$160.00 |
$160,000 |
D/D |
(1,000) |
32,550 |
0 |
% |
|
| SPLK |
Splunk Inc |
Director |
– • – |
2020-12-16 |
4 |
AS |
$160.30 |
$322,142 |
D/D |
(2,000) |
32,917 |
0 |
% |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2012-12-17 |
4 |
AS |
$164.66 |
$773,902 |
D/D |
(4,700) |
19,364 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2013-04-15 |
4 |
AS |
$168.55 |
$235,971 |
D/D |
(1,400) |
20,342 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2013-02-25 |
4 |
S |
$168.72 |
$60,067 |
D/D |
(356) |
20,342 |
0 |
- |
|
| SPLK |
Splunk Inc |
Director |
– • – |
2020-12-21 |
4 |
AS |
$170.00 |
$85,000 |
D/D |
(500) |
32,417 |
0 |
% |
|
| SPLK |
Splunk Inc |
Director |
– • – |
2021-10-26 |
4 |
AS |
$170.00 |
$255,000 |
D/D |
(1,500) |
31,050 |
0 |
% |
|
437 Records found
|
|
Page 17 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 |
| |
|
|
|
|
|
