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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   $28,017,127    

Indirect Value

  $0      
Total Shares   195,151      
Total Value   $28,017,127      


Advent Software Inc
 $0 Salesforce.com Inc
 $22,246,814 Citrix Systems Inc
 $1,554,240 Blackline, Inc.
 $492,583 Procore Technologies, Inc.
 $3,002,044 Axon Enterprise Inc
 $721,446 Advent Software Inc
 $0 Salesforce.com Inc
 $22,246,814 Citrix Systems Inc
 $1,554,240 Blackline, Inc.
 $492,583 Procore Technologies, Inc.
 $3,002,044 Axon Enterprise Inc
 $721,446
 


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 9 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   •       –      –    2011-05-27 4 S $152.88 $89,741 D/D (587) 13,076 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-10-02 4 AS $35.95 $89,878 D/D (2,500) 3,929 0 -
SPLK Splunk Inc Director   –       •      –    2020-12-23 4 AS $180.00 $90,000 D/D (500) 31,917 0 %
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-12-01 4 AS $36.14 $90,350 D/D (2,500) 3,929 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-01-15 4 OE $65.44 $91,616 D/D 1,400 21,164 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-02-15 4 OE $65.44 $91,616 D/D 1,400 21,164 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-03-15 4 OE $65.44 $91,616 D/D 1,400 21,742 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-04-15 4 OE $65.44 $91,616 D/D 1,400 21,742 0 -
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 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-11-01 4 AS $36.88 $92,200 D/D (2,500) 3,929 0 -
SPLK Splunk Inc Director   –       •      –    2020-06-02 4 AS $190.00 $95,000 D/D (500) 41,679 0 %
SPLK Splunk Inc Director   –       •      –    2020-09-30 4 AS $190.00 $95,000 D/D (500) 35,417 0 %
SPLK Splunk Inc Director   –       •      –    2020-06-22 4 AS $191.00 $95,500 D/D (500) 39,917 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   •       –      –    2011-10-28 4 OE $65.44 $98,160 D/D 1,500 15,645 0 -
SPLK Splunk Inc Director   –       •      –    2020-10-06 4 AS $200.00 $100,000 D/D (500) 34,917 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-11-21 4 OE $6.49 $102,760 D/D 11,268 87,832 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-20 4 OE $52.28 $104,560 D/D 2,000 10,442 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-03 4 OE $52.28 $104,560 D/D 2,000 17,868 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-11-25 4 S $53.67 $107,126 D/D (1,996) 86,584 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-02-28 4 S $136.85 $108,247 D/D (791) 12,008 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-01-19 4 AS $112.17 $112,170 D/D (1,000) 15,868 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-23 4 AS $112.49 $112,490 D/D (1,000) 13,076 0 -
BL Blackline, Inc. Director   –       •      –    2020-06-01 4 AS $75.00 $112,500 D/D (1,500) 22,359 0 %

  437  Records found
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  Page 9 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