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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   $30,770,356    

Indirect Value

   $0      
Total Shares   195,151      
Total Value   $30,770,356      


Advent Software Inc $0 Salesforce.com Inc $24,820,582 Citrix Systems Inc $1,554,240 Blackline, Inc. $521,596 Procore Technologies, Inc. $3,132,686 Axon Enterprise Inc $741,250 Advent Software Inc $0 Salesforce.com Inc $24,820,582 Citrix Systems Inc $1,554,240 Blackline, Inc. $521,596 Procore Technologies, Inc. $3,132,686 Axon Enterprise Inc $741,250
 


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 17 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   •       –      –    2010-09-17 4 S $116.73 $1,167,323 D/D (10,000) 9,326 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-11-26 4 S $142.70 $124,441 D/D (872) 10,287 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-11-29 4 S $143.01 $85,229 D/D (591) 10,946 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-02-25 4 S $146.00 $24,382 D/D (167) 11,133 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-02-28 4 S $136.85 $108,247 D/D (791) 12,008 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-05-25 4 S $148.30 $24,915 D/D (168) 12,194 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-05-26 4 S $149.03 $29,507 D/D (198) 12,413 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-05-27 4 S $152.88 $89,741 D/D (587) 13,076 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-25 4 S $115.47 $19,283 D/D (167) 13,263 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-26 4 S $111.15 $22,008 D/D (198) 13,482 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   •       •      –    2012-08-24 4 S $141.49 $21,512 D/D (152) 17,825 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-08-27 4 S $147.30 $53,618 D/D (364) 18,232 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-11-23 4 S $156.00 $79,716 D/D (511) 18,796 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-11-26 4 S $156.61 $80,968 D/D (517) 19,364 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-02-15 4 S $174.75 $244,650 D/D (1,400) 19,764 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-02-25 4 S $168.72 $60,067 D/D (356) 20,342 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   •       •      –    2013-05-28 4 S $43.26 $32,185 D/D (744) 83,068 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   •       •      –    2013-08-26 4 S $43.15 $60,669 D/D (1,406) 84,832 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-11-25 4 S $53.67 $107,126 D/D (1,996) 86,584 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   •       •      –    2014-02-24 4 S $62.75 $77,120 D/D (1,229) 89,796 0 -
  437  Records found
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  Page 17 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
 
 
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