| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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 :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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 |
• – – |
2005-10-27 |
4 |
S |
$30.20 |
$151,007 |
D/D |
(5,000) |
0 |
|
- |
|
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2006-05-03 |
4 |
S |
$34.90 |
$698,552 |
D/D |
(20,000) |
3,929 |
|
- |
|
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2007-10-29 |
4 |
S |
$54.03 |
$4,074,235 |
D/D |
(75,000) |
2,679 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2007-10-29 |
4 |
S |
$53.95 |
$3,238,401 |
D/D |
(60,000) |
7,679 |
0 |
- |
|
| ADVS |
Advent Software Inc |
EVP, CFO & Secretary |
• – – |
2007-10-30 |
4 |
S |
$54.35 |
$1,910,021 |
D/D |
(35,000) |
7,679 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Former EVP, CFO & Secretary |
• – – |
2008-02-08 |
4 |
S |
$49.44 |
$573,298 |
D/D |
(11,591) |
31,448 |
0 |
- |
|
| ADVS |
Advent Software Inc |
Former EVP, CFO & Secretary |
• – – |
2008-02-15 |
4 |
S |
$47.77 |
$125,878 |
D/D |
(2,632) |
28,816 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2009-02-27 |
4 |
S |
$27.78 |
$55,082 |
D/D |
(1,983) |
3,017 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2009-05-27 |
4 |
S |
$37.13 |
$16,782 |
D/D |
(452) |
3,815 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2009-11-27 |
4 |
S |
$61.43 |
$69,769 |
D/D |
(1,135) |
6,395 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-02-26 |
4 |
S |
$66.92 |
$12,491 |
D/D |
(186) |
6,625 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-03-01 |
4 |
S |
$67.64 |
$32,941 |
D/D |
(487) |
7,388 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-03-22 |
4 |
S |
$77.45 |
$580,856 |
D/D |
(7,500) |
7,388 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-05-27 |
4 |
S |
$85.38 |
$52,338 |
D/D |
(613) |
8,442 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-08-26 |
4 |
S |
$112.15 |
$21,981 |
D/D |
(196) |
8,663 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-08-27 |
4 |
S |
$110.60 |
$64,922 |
D/D |
(587) |
9,326 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-09-13 |
4 |
S |
$119.01 |
$1,190,125 |
D/D |
(10,000) |
9,326 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-09-15 |
4 |
S |
$117.49 |
$293,725 |
D/D |
(2,500) |
9,326 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-09-16 |
4 |
S |
$116.50 |
$699,000 |
D/D |
(6,000) |
9,326 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-09-17 |
4 |
S |
$116.73 |
$1,167,323 |
D/D |
(10,000) |
9,326 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-11-26 |
4 |
S |
$142.70 |
$124,441 |
D/D |
(872) |
10,287 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2010-11-29 |
4 |
S |
$143.01 |
$85,229 |
D/D |
(591) |
10,946 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• – – |
2011-02-25 |
4 |
S |
$146.00 |
$24,382 |
D/D |
(167) |
11,133 |
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 |
• – – |
2011-05-25 |
4 |
S |
$148.30 |
$24,915 |
D/D |
(168) |
12,194 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
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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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|
