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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 4 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   •       –      –    2011-11-25 4 S $103.63 $79,379 D/D (766) 14,984 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-02-28 4 S $136.85 $108,247 D/D (791) 12,008 0 -
BL Blackline, Inc. Director   –       •      –    2020-05-20 4 AS $68.54 $54,831 D/D (800) 25,559 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-18 4 AS $143.71 $119,710 D/D (833) 17,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-18 4 OE $25.97 $21,633 D/D 833 17,925 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-11-26 4 S $142.70 $124,441 D/D (872) 10,287 0 -
AAXN Axon Enterprise Inc   –       •      –    2023-03-16 4 A $0.00 $0 D/D 922 922 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-27 4 AS $140.77 $135,282 D/D (961) 17,092 0 -
AAXN Axon Enterprise Inc   –       •      –    2023-05-12 4 A $0.00 $0 D/D 993 1,915 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-08-03 4 AS $33.00 $33,000 D/D (1,000) 3,929 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-08-03 4 OE $14.08 $14,080 D/D 1,000 4,929 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-08-01 4 OE $14.08 $14,080 D/D 1,000 7,722 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-08-01 4 AS $37.87 $37,954 D/D (1,000) 7,679 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-23 4 OE $52.28 $52,280 D/D 1,000 14,076 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-23 4 AS $112.49 $112,490 D/D (1,000) 13,076 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-23 4 OE $52.28 $52,280 D/D 1,000 15,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-23 4 AS $117.84 $117,840 D/D (1,000) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-27 4 OE $52.28 $52,280 D/D 1,000 15,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-27 4 AS $124.07 $124,070 D/D (1,000) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-10-10 4 AS $125.17 $125,170 D/D (1,000) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-10-10 4 OE $65.44 $65,440 D/D 1,000 15,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-10-14 4 AS $132.17 $132,170 D/D (1,000) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-10-14 4 OE $52.28 $52,280 D/D 1,000 15,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-11-28 4 OE $52.28 $52,280 D/D 1,000 16,868 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-01-19 4 AS $112.17 $112,170 D/D (1,000) 15,868 0 -
  439  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
 
 
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