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

 
3m +/-  
Form
BL Blackline, Inc. Director   –       •      –    2020-05-22 4 AS $69.37 $87,677 D/D (1,264) 23,859 0 %
PCOR Procore Technologies, Inc... Director   –       •      –    2024-02-21 4 AS $72.97 $686,137 D/D (9,270) 45,520 0 %
BL Blackline, Inc. Director   –       •      –    2020-06-01 4 AS $75.00 $112,500 D/D (1,500) 22,359 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-03-22 4 S $77.45 $580,856 D/D (7,500) 7,388 0 -
SPLK Splunk Inc Director   –       •      –    2014-01-17 4 AS $79.46 $397,300 D/D (5,000) 109,565 0 -
PCOR Procore Technologies, Inc... Director   –       •      –    2021-05-20 4 S $83.76 $670,080 D/D (8,000) 69,210 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   •       –      –    2010-05-27 4 S $85.38 $52,338 D/D (613) 8,442 0 -
BL Blackline, Inc. Director   –       •      –    2020-08-04 4 AS $90.06 $726,916 D/D (8,000) 14,359 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-06-15 4 AS $93.75 $234,375 D/D (2,500) 8,442 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-06-16 4 AS $93.82 $375,280 D/D (4,000) 8,442 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-07-16 4 AS $94.04 $376,867 D/D (4,000) 8,442 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-07-15 4 AS $95.73 $239,325 D/D (2,500) 8,442 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-16 4 AS $96.73 $628,729 D/D (6,500) 8,442 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-02 4 AS $102.17 $408,680 D/D (4,000) 8,442 0 -
BL Blackline, Inc. Director   –       •      –    2021-05-13 4 AS $102.75 $256,875 D/D (2,500) 8,859 0 %
BL Blackline, Inc. Director   –       •      –    2020-11-04 4 AS $103.32 $862,725 D/D (8,000) 8,859 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-11-25 4 S $103.63 $79,379 D/D (766) 14,984 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   •       –      –    2012-01-17 4 AS $105.08 $1,208,455 D/D (11,500) 15,868 0 -
SPLK Splunk Inc Director   –       •      –    2018-03-15 4 S $106.68 $1,070,476 D/D (10,000) 55,046 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-12-15 4 AS $107.60 $1,244,566 D/D (11,500) 15,868 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-10-15 4 AS $108.40 $271,000 D/D (2,500) 9,326 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-10-18 4 AS $108.50 $651,000 D/D (6,000) 9,326 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-11-28 4 AS $109.32 $197,768 D/D (1,783) 15,868 0 -

  437  Records found
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  Page 13 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