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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   $30,996,694    

Indirect Value

   $0      
Total Shares   195,151      
Total Value   $30,996,694      


Advent Software Inc $0 Salesforce.com Inc $25,046,868 Citrix Systems Inc $1,554,240 Blackline, Inc. $531,446 Procore Technologies, Inc. $3,129,500 Axon Enterprise Inc $734,640 Advent Software Inc $0 Salesforce.com Inc $25,046,868 Citrix Systems Inc $1,554,240 Blackline, Inc. $531,446 Procore Technologies, Inc. $3,129,500 Axon Enterprise Inc $734,640
 


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 10 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   •       –      –    2011-04-15 4 AS $133.31 $333,275 D/D (2,500) 12,008 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   •       –      –    2011-06-29 4 AS $147.37 $368,425 D/D (2,500) 13,076 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-06-29 4 OE $65.44 $163,600 D/D 2,500 15,576 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-07-29 4 AS $144.67 $361,675 D/D (2,500) 13,076 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-07-29 4 OE $65.44 $163,600 D/D 2,500 15,576 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   •       –      –    2012-02-29 4 OE $65.44 $163,600 D/D 2,500 19,592 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-29 4 AS $143.03 $357,575 D/D (2,500) 17,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-03-29 4 AS $152.92 $382,300 D/D (2,500) 17,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-03-29 4 OE $65.44 $163,600 D/D 2,500 19,592 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-04-30 4 OE $65.44 $163,600 D/D 2,500 19,592 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-04-30 4 AS $156.68 $391,708 D/D (2,500) 17,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-29 4 OE $65.44 $163,600 D/D 2,500 20,165 0 -
WORK Slack Technologies, Inc. Director   –       •      –    2020-08-28 4 AS $32.00 $80,000 D/D (2,500) 60,354 0 %
WORK Slack Technologies, Inc. Director   –       •      –    2020-10-12 4 AS $32.00 $80,000 D/D (2,500) 53,354 0 %
BL Blackline, Inc. Director   –       •      –    2020-11-04 4 OE $14.50 $36,250 D/D 2,500 11,359 0 -
BL Blackline, Inc. Director   –       •      –    2021-05-13 4 OE $14.50 $36,250 D/D 2,500 11,359 0 -
BL Blackline, Inc. Director   –       •      –    2021-05-13 4 AS $102.75 $256,875 D/D (2,500) 8,859 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-29 4 AS $118.52 $316,911 D/D (2,587) 14,145 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   •       –      –    2012-05-29 4 AS $146.27 $394,344 D/D (2,696) 17,665 0 -
SPLK Splunk Inc Director   –       •      –    2023-06-21 4 A $0.00 $0 D/D 2,777 35,907 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-06-23 4 OE $52.28 $156,840 D/D 3,000 16,076 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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