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

 
3m +/-  
Form
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-10-30 4 S $54.35 $1,910,021 D/D (35,000) 7,679 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-08-01 4 OE $14.08 $14,080 D/D 1,000 7,722 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-05-25 4 OE $0.00 $0 D/D 417 7,805 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-02-26 4 OE $0.00 $0 D/D 1,250 7,875 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-05-27 4 S $85.38 $52,338 D/D (613) 8,442 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-06-15 4 AS $93.75 $234,375 D/D (2,500) 8,442 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-06-16 4 AS $93.82 $375,280 D/D (4,000) 8,442 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-07-15 4 AS $95.73 $239,325 D/D (2,500) 8,442 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-07-16 4 AS $94.04 $376,867 D/D (4,000) 8,442 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-02 4 AS $102.17 $408,680 D/D (4,000) 8,442 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   •       –      –    2010-08-20 4 AS $104.49 $208,980 D/D (2,000) 8,442 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-26 4 S $112.15 $21,981 D/D (196) 8,663 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-25 4 OE $0.00 $0 D/D 417 8,859 0 -
BL Blackline, Inc. Director   –       •      –    2020-11-04 4 AS $103.32 $862,725 D/D (8,000) 8,859 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   –       •      –    2021-05-13 4 AS $102.75 $256,875 D/D (2,500) 8,859 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-05-26 4 OE $0.00 $0 D/D 1,250 9,055 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-27 4 S $110.60 $64,922 D/D (587) 9,326 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   •       –      –    2010-09-15 4 S $117.49 $293,725 D/D (2,500) 9,326 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-09-16 4 S $116.50 $699,000 D/D (6,000) 9,326 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   •       –      –    2010-10-15 4 AS $108.40 $271,000 D/D (2,500) 9,326 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-10-18 4 AS $108.50 $651,000 D/D (6,000) 9,326 0 -

  437  Records found
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  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