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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 11 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   •       •      –    2013-12-23 4 AS $54.00 $162,000 D/D (3,000) 88,705 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 OE $65.44 $163,600 D/D 2,500 15,576 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   •       –      –    2012-03-29 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   •       –      –    2012-05-29 4 OE $65.44 $163,600 D/D 2,500 20,165 0 -
BL Blackline, Inc. Director   –       •      –    2021-06-21 4 AS $110.00 $165,000 D/D (1,500) 10,706 0 %
SPLK Splunk Inc Director   –       •      –    2020-05-22 4 AS $171.79 $175,895 D/D (1,000) 42,179 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-03-22 4 OE $25.97 $194,775 D/D 7,500 14,888 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-11-28 4 AS $109.32 $197,768 D/D (1,783) 15,868 0 -
SPLK Splunk Inc Director   –       •      –    2020-07-01 4 AS $200.00 $200,000 D/D (1,000) 38,917 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   •       –      –    2011-10-28 4 AS $135.17 $202,755 D/D (1,500) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-07-16 4 AS $130.03 $208,048 D/D (1,600) 17,665 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-20 4 AS $104.49 $208,980 D/D (2,000) 8,442 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-06-16 4 OE $52.28 $209,120 D/D 4,000 12,442 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-07-16 4 OE $52.28 $209,120 D/D 4,000 12,442 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-02 4 OE $52.28 $209,120 D/D 4,000 12,442 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   –       •      –    2020-05-07 4 AS $150.00 $225,000 D/D (1,500) 43,679 0 %
SPLK Splunk Inc Director   –       •      –    2014-05-19 4 AS $45.17 $225,850 D/D (5,000) 99,565 0 -
SPLK Splunk Inc Director   –       •      –    2014-07-17 4 AS $46.00 $230,000 D/D (5,000) 99,126 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-06-15 4 AS $93.75 $234,375 D/D (2,500) 8,442 0 -

  437  Records found
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  Page 11 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