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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 8 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   •       –      –    2011-08-26 4 OE $0.00 $1 D/D 1,250 14,732 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-26 4 S $111.15 $22,008 D/D (198) 13,482 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-29 4 AS $118.52 $316,911 D/D (2,587) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-29 4 OE $52.28 $117,720 D/D 2,000 14,482 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   •       –      –    2011-09-14 4 OE $52.28 $15,684 D/D 300 14,445 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-15 4 AS $129.69 $1,584,219 D/D (12,200) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-15 4 OE $25.97 $572,041 D/D 12,200 26,345 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-16 4 AS $135.17 $202,755 D/D (1,500) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-16 4 OE $65.44 $98,160 D/D 1,500 15,645 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   •       –      –    2011-09-23 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   •       –      –    2011-09-27 4 OE $52.28 $52,280 D/D 1,000 15,145 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   •       –      –    2011-10-10 4 AS $125.17 $125,170 D/D (1,000) 14,145 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   •       –      –    2011-10-17 4 AS $129.50 $1,489,250 D/D (11,500) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-10-17 4 OE $25.97 $535,445 D/D 11,500 25,645 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-10-28 4 AS $135.17 $202,755 D/D (1,500) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-10-28 4 OE $65.44 $98,160 D/D 1,500 15,645 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-10-31 4 AS $135.10 $337,750 D/D (2,500) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-10-31 4 OE $65.44 $163,600 D/D 2,500 16,645 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-11-15 4 AS $134.36 $1,545,134 D/D (11,500) 14,145 0 -
  437  Records found
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  Page 8 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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