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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 6 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   •       •      –    2014-05-23 4 S $52.63 $29,947 D/D (569) 90,848 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   •       •      –    2013-05-28 4 S $43.26 $32,185 D/D (744) 83,068 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   •       –      –    2010-03-01 4 S $67.64 $32,941 D/D (487) 7,388 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-08-03 4 AS $33.00 $33,000 D/D (1,000) 3,929 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-05-27 4 S $52.85 $34,936 D/D (661) 91,439 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-09-01 4 OE $14.08 $35,200 D/D 2,500 4,029 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-10-02 4 OE $14.08 $35,200 D/D 2,500 5,429 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-11-01 4 OE $14.08 $35,200 D/D 2,500 6,429 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-12-01 4 OE $14.08 $35,200 D/D 2,500 6,429 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-01-03 4 OE $14.08 $35,200 D/D 2,500 4,129 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-02-01 4 OE $14.08 $35,200 D/D 2,500 4,128 0 -
BL Blackline, Inc. Director   –       •      –    2020-11-04 4 OE $14.50 $36,250 D/D 2,500 11,359 0 -
BL Blackline, Inc. Director   –       •      –    2021-05-13 4 OE $14.50 $36,250 D/D 2,500 11,359 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   •       –      –    2011-09-14 4 AS $132.17 $39,651 D/D (300) 14,145 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   •       •      –    2012-07-16 4 OE $25.97 $41,552 D/D 1,600 19,265 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-08-01 4 AS $30.85 $46,299 D/D (1,500) 3,929 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-12-23 4 OE $16.36 $49,080 D/D 3,000 91,705 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-05-21 4 OE $16.36 $49,080 D/D 3,000 93,341 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-07-21 4 OE $16.36 $49,080 D/D 3,000 94,986 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   •       –      –    2011-09-23 4 OE $52.28 $52,280 D/D 1,000 15,145 0 -
  437  Records found
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  Page 6 of 18  
 
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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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