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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 13 of 18
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
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   •       –      –    2011-03-15 4 AS $120.68 $301,700 D/D (2,500) 12,008 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-11-15 4 AS $139.68 $307,296 D/D (2,200) 18,232 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   •       •      –    2012-08-15 4 AS $142.56 $313,632 D/D (2,200) 17,665 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-09-16 4 OE $52.28 $313,680 D/D 6,000 15,326 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-10-18 4 OE $52.28 $313,680 D/D 6,000 15,326 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-11-16 4 OE $52.28 $313,680 D/D 6,000 15,326 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-12-16 4 OE $52.28 $313,680 D/D 6,000 16,946 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-02-16 4 OE $52.28 $313,680 D/D 6,000 16,946 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-03-16 4 OE $52.28 $313,680 D/D 6,000 18,008 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-04-18 4 OE $52.28 $313,680 D/D 6,000 18,008 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-09-17 4 OE $25.97 $315,048 D/D 5,900 24,132 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-10-15 4 OE $25.97 $315,048 D/D 5,900 24,132 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-29 4 AS $118.52 $316,911 D/D (2,587) 14,145 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 -
PCOR Procore Technologies, Inc... Director   –       •      –    2022-08-12 4 S $62.98 $319,091 D/D (5,066) 63,216 0 %
SPLK Splunk Inc Director   –       •      –    2020-12-16 4 AS $160.30 $322,142 D/D (2,000) 32,917 0 %
SPLK Splunk Inc Director   –       •      –    2015-06-04 4 AS $66.21 $331,050 D/D (5,000) 74,126 0 -
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   •       –      –    2011-10-31 4 AS $135.10 $337,750 D/D (2,500) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-12-15 4 AS $134.59 $337,834 D/D (2,500) 10,946 0 -
WORK Slack Technologies, Inc. Director   –       •      –    2021-01-04 4 AS $42.28 $338,240 D/D (8,000) 31,854 0 %
  437  Records found
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  Page 13 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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