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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
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-10-29 4 S $54.03 $4,074,235 D/D (75,000) 2,679 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-11-21 4 AS $54.08 $609,399 D/D (11,268) 84,832 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-05-28 4 S $54.20 $32,791 D/D (605) 91,986 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 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-12-26 4 AS $55.17 $5,517 D/D (100) 88,705 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-12-30 4 AS $55.17 $546,183 D/D (9,900) 88,705 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-07-25 4 AS $55.17 $551,700 D/D (10,000) 91,986 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-05-30 4 S $55.31 $553,100 D/D (10,000) 91,986 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-04-21 4 AS $56.07 $728,910 D/D (13,000) 90,341 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-06-23 4 AS $57.10 $742,242 D/D (13,000) 91,986 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-03-21 4 AS $58.04 $764,222 D/D (13,000) 90,341 0 -
SPLK Splunk Inc Director   –       •      –    2015-02-05 4 AS $58.70 $293,500 D/D (5,000) 84,126 0 -
SPLK Splunk Inc Director   –       •      –    2014-10-07 4 AS $59.11 $295,550 D/D (5,000) 94,126 0 -
SPLK Splunk Inc Director   –       •      –    2013-09-17 4 AS $59.49 $297,450 D/D (5,000) 119,565 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-01-21 4 AS $59.91 $1,987,652 D/D (33,000) 88,705 0 -
BL Blackline, Inc. Director   –       •      –    2020-05-05 4 AS $60.91 $244,026 D/D (4,000) 23,351 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2009-11-27 4 S $61.43 $69,769 D/D (1,135) 6,395 0 -
SPLK Splunk Inc Director   –       •      –    2015-04-07 4 AS $61.84 $309,200 D/D (5,000) 79,126 0 -
PCOR Procore Technologies, Inc... Director   –       •      –    2022-08-09 4 S $62.16 $310,800 D/D (5,000) 68,282 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-02-24 4 S $62.75 $77,120 D/D (1,229) 89,796 0 -
PCOR Procore Technologies, Inc... Director   –       •      –    2022-08-12 4 S $62.98 $319,091 D/D (5,066) 63,216 0 %
PCOR Procore Technologies, Inc... Director   –       •      –    2023-06-02 4 S $63.42 $761,040 D/D (12,000) 51,216 0 %
SPLK Splunk Inc Director   –       •      –    2013-11-18 4 AS $63.55 $317,750 D/D (5,000) 114,565 0 -
SPLK Splunk Inc Director   –       •      –    2014-12-04 4 AS $63.70 $318,500 D/D (5,000) 89,126 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-02-21 4 AS $63.73 $1,469,244 D/D (23,000) 88,705 0 -

  437  Records found
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  Page 11 of 18  
 
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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