| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
437 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2006-09-01 |
4 |
AS |
$32.61 |
$81,939 |
D/D |
(2,500) |
3,929 |
|
- |
|
| 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 |
• – – |
2006-05-03 |
4 |
S |
$34.90 |
$698,552 |
D/D |
(20,000) |
3,929 |
|
- |
|
| WORK |
Slack Technologies, Inc. |
Director |
– • – |
2020-09-02 |
4 |
AS |
$35.00 |
$52,500 |
D/D |
(1,500) |
58,854 |
0 |
% |
|
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2007-02-01 |
4 |
AS |
$35.18 |
$88,825 |
D/D |
(2,500) |
3,929 |
0 |
- |
|
| WORK |
Slack Technologies, Inc. |
Director |
– • – |
2020-11-25 |
4 |
AS |
$35.45 |
$129,175 |
D/D |
(3,500) |
49,854 |
0 |
% |
|
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2007-01-03 |
4 |
AS |
$35.49 |
$89,159 |
D/D |
(2,500) |
3,929 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2013-12-26 |
4 |
OE |
$35.63 |
$3,563 |
D/D |
100 |
88,805 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2013-12-30 |
4 |
OE |
$35.63 |
$352,688 |
D/D |
9,900 |
98,605 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2014-05-30 |
4 |
OE |
$35.63 |
$356,250 |
D/D |
10,000 |
101,986 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2014-07-25 |
4 |
OE |
$35.63 |
$356,250 |
D/D |
10,000 |
101,986 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2006-10-02 |
4 |
AS |
$35.95 |
$89,878 |
D/D |
(2,500) |
3,929 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2006-12-01 |
4 |
AS |
$36.14 |
$90,350 |
D/D |
(2,500) |
3,929 |
0 |
- |
|
| MB |
Mindbody Inc. |
Director |
– • – |
2019-02-15 |
4 |
D |
$36.50 |
$1,262,754 |
D/D |
(34,596) |
0 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2006-11-01 |
4 |
AS |
$36.88 |
$92,200 |
D/D |
(2,500) |
3,929 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2009-05-27 |
4 |
S |
$37.13 |
$16,782 |
D/D |
(452) |
3,815 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2007-08-01 |
4 |
AS |
$37.87 |
$37,954 |
D/D |
(1,000) |
7,679 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2006-10-16 |
4 |
AS |
$38.00 |
$76,000 |
D/D |
(2,000) |
3,929 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2006-11-15 |
4 |
AS |
$38.00 |
$76,000 |
D/D |
(2,000) |
3,929 |
0 |
- |
|
| SPLK |
Splunk Inc |
Director |
– • – |
2013-03-01 |
4 |
AS |
$38.17 |
$381,700 |
D/D |
(10,000) |
140,000 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2013-06-17 |
4 |
AS |
$38.79 |
$217,224 |
D/D |
(5,600) |
83,068 |
0 |
- |
|
| SPLK |
Splunk Inc |
Director |
– • – |
2013-04-11 |
4 |
AS |
$42.17 |
$421,700 |
D/D |
(10,000) |
130,000 |
0 |
- |
|
| WORK |
Slack Technologies, Inc. |
Director |
– • – |
2021-01-04 |
4 |
AS |
$42.28 |
$338,240 |
D/D |
(8,000) |
31,854 |
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 |
• • – |
2013-05-23 |
4 |
S |
$43.11 |
$25,771 |
D/D |
(597) |
81,847 |
0 |
- |
|
437 Records found
|
|
Page 8 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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|
