| |
| |
|
| Insider
Information: |
Smith Graham |
| Relationship: |
|
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
9 |
|
| Direct
Shares |
195,151 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$30,770,356 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
195,151 |
|
|
| Total
Value |
$30,770,356 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
437 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 15 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 |
• • – |
2014-05-28 |
4 |
S |
$54.20 |
$32,791 |
D/D |
(605) |
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 |
• • – |
2014-05-30 |
4 |
OE |
$35.63 |
$356,250 |
D/D |
10,000 |
101,986 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2014-06-23 |
4 |
OE |
$16.36 |
$405,330 |
D/D |
13,000 |
104,986 |
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 |
• • – |
2014-07-21 |
4 |
AS |
$52.97 |
$158,903 |
D/D |
(3,000) |
91,986 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2014-07-21 |
4 |
OE |
$16.36 |
$49,080 |
D/D |
3,000 |
94,986 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2014-07-25 |
4 |
OE |
$35.63 |
$356,250 |
D/D |
10,000 |
101,986 |
0 |
- |
|
| CRM |
Salesforce.com Inc |
Chief Financial Officer |
• • – |
2014-07-25 |
4 |
AS |
$55.17 |
$551,700 |
D/D |
(10,000) |
91,986 |
0 |
- |
|
| CTXS |
Citrix Systems Inc |
Director |
– • – |
2015-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
6,609 |
6,609 |
0 |
- |
|
| CTXS |
Citrix Systems Inc |
Director |
– • – |
2016-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
3,111 |
9,720 |
0 |
- |
|
| CTXS |
Citrix Systems Inc |
Director |
– • – |
2017-07-03 |
4 |
A |
$0.00 |
$0 |
D/D |
3,173 |
14,959 |
0 |
- |
|
| MB |
Mindbody Inc. |
Director |
– • – |
2015-08-11 |
4 |
B |
$11.49 |
$57,450 |
D/D |
5,000 |
5,000 |
2.39 |
- |
|
| MB |
Mindbody Inc. |
Director |
– • – |
2015-08-12 |
4 |
B |
$11.78 |
$58,922 |
D/D |
5,000 |
10,000 |
2.39 |
- |
|
| MB |
Mindbody Inc. |
Director |
– • – |
2016-06-10 |
4 |
A |
$0.00 |
$0 |
D/D |
13,333 |
23,333 |
0 |
- |
|
| MB |
Mindbody Inc. |
Director |
– • – |
2017-06-14 |
4 |
A |
$0.00 |
$0 |
D/D |
6,654 |
29,987 |
0 |
- |
|
| MB |
Mindbody Inc. |
Director |
– • – |
2018-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
4,609 |
34,596 |
0 |
- |
|
| MB |
Mindbody Inc. |
Director |
– • – |
2019-02-15 |
4 |
D |
$36.50 |
$1,262,754 |
D/D |
(34,596) |
0 |
0 |
- |
|
| PCOR |
Procore Technologies, Inc... |
Director |
– • – |
2021-05-19 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
77,210 |
|
- |
|
| PCOR |
Procore Technologies, Inc... |
Director |
– • – |
2021-05-20 |
4 |
S |
$83.76 |
$670,080 |
D/D |
(8,000) |
69,210 |
0 |
- |
|
| PCOR |
Procore Technologies, Inc... |
Director |
– • – |
2022-06-03 |
4 |
A |
$0.00 |
$0 |
D/D |
4,072 |
73,282 |
0 |
- |
|
| PCOR |
Procore Technologies, Inc... |
Director |
– • – |
2022-08-09 |
4 |
S |
$62.16 |
$310,800 |
D/D |
(5,000) |
68,282 |
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 |
% |
|
| PCOR |
Procore Technologies, Inc... |
Director |
– • – |
2023-06-07 |
4 |
A |
$0.00 |
$0 |
D/D |
3,574 |
54,790 |
0 |
- |
|
437 Records found
|
|
Page 15 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 |
| |
|
|
|
|
|
