Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
  
   
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

Download
  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
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-11-27 4 OE $0.00 $0 D/D 4,600 91,184 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-11-29 4 S $51.05 $126,556 D/D (2,479) 88,705 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-12-23 4 OE $16.36 $49,080 D/D 3,000 91,705 0 -
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   •       •      –    2013-12-26 4 OE $35.63 $3,563 D/D 100 88,805 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 OE $35.63 $352,688 D/D 9,900 98,605 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-12-30 4 AS $55.17 $546,183 D/D (9,900) 88,705 0 -
SPLK Splunk Inc Director   –       •      –    2014-01-17 4 AS $79.46 $397,300 D/D (5,000) 109,565 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-01-21 4 OE $16.36 $1,117,830 D/D 33,000 118,705 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 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-02-21 4 OE $16.36 $761,580 D/D 23,000 91,705 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 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-02-22 4 OE $0.00 $0 D/D 1,072 89,777 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-02-23 4 OE $0.00 $0 D/D 1,248 91,025 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-02-24 4 S $62.75 $77,120 D/D (1,229) 89,796 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-02-27 4 OE $0.00 $0 D/D 1,148 90,944 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-02-28 4 S $66.29 $39,973 D/D (603) 90,341 0 -
SPLK Splunk Inc Director   –       •      –    2014-03-17 4 AS $84.75 $423,750 D/D (5,000) 104,565 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-03-21 4 OE $16.36 $405,330 D/D 13,000 103,341 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-03-21 4 AS $58.04 $764,222 D/D (13,000) 90,341 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   •       •      –    2014-04-21 4 OE $16.36 $405,330 D/D 13,000 103,341 0 -
SPLK Splunk Inc Director   –       •      –    2014-05-19 4 AS $45.17 $225,850 D/D (5,000) 99,565 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-05-21 4 OE $16.36 $49,080 D/D 3,000 93,341 0 -

  437  Records found
  1   2   3   4   5   6   7   8   9   10   11   12   13  14   15   16   17   18      
  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