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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   •       •      –    2013-05-15 4 OE $16.36 $91,616 D/D 5,600 86,968 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-06-17 4 OE $16.36 $91,616 D/D 5,600 88,668 0 -
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   •       •      –    2014-01-21 4 OE $16.36 $1,117,830 D/D 33,000 118,705 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-02-21 4 OE $16.36 $761,580 D/D 23,000 91,705 0 -
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   •       •      –    2014-04-21 4 OE $16.36 $405,330 D/D 13,000 103,341 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   •       •      –    2014-06-23 4 OE $16.36 $405,330 D/D 13,000 104,986 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-07-21 4 OE $16.36 $49,080 D/D 3,000 94,986 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-10-30 4 OE $16.55 $615,516 D/D 35,000 12,679 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-03-22 4 OE $25.97 $194,775 D/D 7,500 14,888 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-06-15 4 OE $25.97 $64,925 D/D 2,500 10,942 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-07-15 4 OE $25.97 $64,925 D/D 2,500 10,942 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-16 4 OE $25.97 $274,045 D/D 6,500 14,942 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-09-15 4 OE $25.97 $64,925 D/D 2,500 11,826 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-10-15 4 OE $25.97 $64,925 D/D 2,500 11,826 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-11-15 4 OE $25.97 $64,925 D/D 2,500 11,826 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-12-15 4 OE $25.97 $64,925 D/D 2,500 13,446 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-01-18 4 OE $25.97 $378,605 D/D 8,500 19,446 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-02-15 4 OE $25.97 $64,925 D/D 2,500 13,446 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-03-15 4 OE $25.97 $64,925 D/D 2,500 14,508 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-04-15 4 OE $25.97 $64,925 D/D 2,500 14,508 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-05-16 4 OE $25.97 $378,605 D/D 8,500 20,508 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-06-15 4 OE $25.97 $535,445 D/D 11,500 24,576 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
 
 
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