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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
SPLK Splunk Inc Director   –       •      –    2020-06-02 4 AS $190.00 $95,000 D/D (500) 41,679 0 %
SPLK Splunk Inc Director   –       •      –    2020-06-22 4 AS $191.00 $95,500 D/D (500) 39,917 0 %
SPLK Splunk Inc Director   –       •      –    2020-09-30 4 AS $190.00 $95,000 D/D (500) 35,417 0 %
SPLK Splunk Inc Director   –       •      –    2020-10-06 4 AS $200.00 $100,000 D/D (500) 34,917 0 %
SPLK Splunk Inc Director   –       •      –    2020-12-21 4 AS $170.00 $85,000 D/D (500) 32,417 0 %
SPLK Splunk Inc Director   –       •      –    2020-12-23 4 AS $180.00 $90,000 D/D (500) 31,917 0 %
SPLK Splunk Inc Director   –       •      –    2021-08-26 4 AS $160.00 $80,000 D/D (500) 33,550 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   •       •      –    2014-05-23 4 S $52.63 $29,947 D/D (569) 90,848 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-08-23 4 S $43.15 $24,597 D/D (570) 84,822 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   •       –      –    2011-05-27 4 S $152.88 $89,741 D/D (587) 13,076 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-11-29 4 S $143.01 $85,229 D/D (591) 10,946 0 -
ADVS Advent Software Inc Former EVP, CFO & Secretary   •       –      –    2008-02-22 4 OE $14.08 $8,335 D/D 592 29,408 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-23 4 S $43.11 $25,771 D/D (597) 81,847 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-07-18 4 OE $52.28 $31,368 D/D 600 18,265 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-07-18 4 AS $132.17 $79,302 D/D (600) 17,665 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-02-28 4 S $66.29 $39,973 D/D (603) 90,341 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-05-28 4 S $54.20 $32,791 D/D (605) 91,986 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-05-27 4 S $85.38 $52,338 D/D (613) 8,442 0 -
AAXN Axon Enterprise Inc   –       •      –    2024-05-10 4 A $0.00 $0 D/D 657 2,572 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-05-27 4 S $52.85 $34,936 D/D (661) 91,439 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-24 4 S $42.55 $29,911 D/D (703) 82,396 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-28 4 S $43.26 $32,185 D/D (744) 83,068 0 -
  437  Records found
  1   2   3  4   5   6   7   8   9   10   11   12   13   14   15   16   17   18      
  Page 3 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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