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Insider Information:   Smith Graham
Relationship:  
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   9    
Direct Shares   196,251    

Indirect Shares

   0      
Direct Value   $28,157,092    

Indirect Value

   $0      
Total Shares   196,251      
Total Value   $28,157,092      


Advent Software Inc $0 Salesforce.com Inc $22,245,894 Citrix Systems Inc $1,554,240 Blackline, Inc. $490,977 Procore Technologies, Inc. $3,131,932 Axon Enterprise Inc $734,049 Advent Software Inc $0 Salesforce.com Inc $22,245,894 Citrix Systems Inc $1,554,240 Blackline, Inc. $490,977 Procore Technologies, Inc. $3,131,932 Axon Enterprise Inc $734,049
 


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 2024-06-10 46,620 0    Premium*  
            Axon Enterprise Inc AAXN 2024-05-10 2,572 2023-03-16 0    Premium*  
* Premium Members only  

Records found :    439         Free Registration Required For Full Results.    Limit: 25

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  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   •       –      –    2012-01-17 4 AS $105.08 $1,208,455 D/D (11,500) 15,868 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-15 4 AS $132.43 $1,522,997 D/D (11,500) 15,868 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-15 4 OE $25.97 $535,445 D/D 11,500 27,368 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   •       –      –    2012-03-15 4 OE $25.97 $535,445 D/D 11,500 28,592 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   •       –      –    2012-04-16 4 OE $25.97 $535,445 D/D 11,500 28,592 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-15 4 OE $25.97 $535,445 D/D 11,500 28,592 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-15 4 AS $138.11 $1,589,389 D/D (11,500) 17,092 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 -
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   •       –      –    2011-09-15 4 OE $25.97 $572,041 D/D 12,200 26,345 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-15 4 AS $129.69 $1,584,219 D/D (12,200) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-03-21 4 OE $16.36 $405,330 D/D 13,000 103,341 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-03-21 4 AS $58.04 $764,222 D/D (13,000) 90,341 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-04-21 4 OE $16.36 $405,330 D/D 13,000 103,341 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   •       •      –    2014-06-23 4 OE $16.36 $405,330 D/D 13,000 104,986 0 -
MB Mindbody Inc. Director   –       •      –    2016-06-10 4 A $0.00 $0 D/D 13,333 23,333 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-05-03 4 S $34.90 $698,552 D/D (20,000) 3,929 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-05-03 4 OE $14.08 $281,600 D/D 20,000 4,329 -
ADVS Advent Software Inc Former EVP, CFO & Secretary   •       –      –    2008-02-08 4 OE $14.08 $449,047 D/D 21,216 31,948 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-02-21 4 AS $63.73 $1,469,244 D/D (23,000) 88,705 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-02-21 4 OE $16.36 $761,580 D/D 23,000 91,705 0 -
  439  Records found
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  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
 
 
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