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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   $32,356,821    

Indirect Value

   $0      
Total Shares   195,151      
Total Value   $32,356,821      


Advent Software Inc $0 Salesforce.com Inc $26,272,121 Citrix Systems Inc $1,554,240 Blackline, Inc. $625,873 Procore Technologies, Inc. $3,161,819 Axon Enterprise Inc $742,768 Advent Software Inc $0 Salesforce.com Inc $26,272,121 Citrix Systems Inc $1,554,240 Blackline, Inc. $625,873 Procore Technologies, Inc. $3,161,819 Axon Enterprise Inc $742,768
 


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 12 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   •       •      –    2013-05-15 4 OE $16.36 $91,616 D/D 5,600 86,968 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-15 4 AS $44.98 $251,888 D/D (5,600) 81,368 0 -
SPLK Splunk Inc Director   –       •      –    2013-05-21 4 AS $47.17 $471,700 D/D (10,000) 120,000 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-22 4 OE $0.00 $0 D/D 1,076 82,444 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-23 4 OE $0.00 $0 D/D 1,252 83,099 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-23 4 S $43.11 $25,771 D/D (597) 81,847 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-24 4 S $42.55 $29,911 D/D (703) 82,396 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-24 4 OE $0.00 $0 D/D 1,416 83,812 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-05-28 4 S $43.26 $32,185 D/D (744) 83,068 0 -
SPLK Splunk Inc Director   –       •      –    2013-06-13 4 A $0.00 $0 D/D 4,565 124,565 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-06-17 4 OE $16.36 $91,616 D/D 5,600 88,668 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-06-17 4 AS $38.79 $217,224 D/D (5,600) 83,068 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-08-22 4 OE $0.00 $0 D/D 1,076 84,144 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-08-23 4 OE $0.00 $0 D/D 1,248 85,392 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-08-23 4 S $43.15 $24,597 D/D (570) 84,822 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-08-24 4 OE $0.00 $0 D/D 1,416 86,238 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-08-26 4 S $43.15 $60,669 D/D (1,406) 84,832 0 -
SPLK Splunk Inc Director   –       •      –    2013-09-17 4 AS $59.49 $297,450 D/D (5,000) 119,565 0 -
SPLK Splunk Inc Director   –       •      –    2013-11-18 4 AS $63.55 $317,750 D/D (5,000) 114,565 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   •       •      –    2013-11-21 4 OE $6.49 $102,760 D/D 11,268 87,832 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-11-22 4 OE $0.00 $0 D/D 1,076 85,908 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-11-23 4 OE $0.00 $0 D/D 1,252 87,160 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-11-24 4 OE $0.00 $0 D/D 1,420 88,580 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-11-25 4 S $53.67 $107,126 D/D (1,996) 86,584 0 -
  437  Records found
  1   2   3   4   5   6   7   8   9   10   11   12  13   14   15   16   17   18      
  Page 12 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
 
 
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