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

  
3m +/-  
Form
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-02-14 4 A $0.00 $0 D/D 3,750 7,679 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-08-01 4 AS $37.87 $37,954 D/D (1,000) 7,679 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-08-01 4 OE $14.08 $14,080 D/D 1,000 7,722 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-10-29 4 OE $14.08 $844,800 D/D 60,000 12,679 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-10-29 4 S $53.95 $3,238,401 D/D (60,000) 7,679 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-10-29 4 S $54.03 $4,074,235 D/D (75,000) 2,679 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-10-29 4 OE $14.08 $1,056,000 D/D 75,000 7,679 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-10-30 4 S $54.35 $1,910,021 D/D (35,000) 7,679 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-10-30 4 OE $16.55 $615,516 D/D 35,000 12,679 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-11-12 4 OE $14.08 $408,199 D/D 28,816 36,495 0 -
ADVS Advent Software Inc Former EVP, CFO & Secretary   •       –      –    2008-02-08 4 D $49.06 $271,253 D/D (5,529) 32,912 0 -
ADVS Advent Software Inc Former EVP, CFO & Secretary   •       –      –    2008-02-08 4 D $49.06 $71,824 D/D (1,464) 31,448 0 -
ADVS Advent Software Inc Former EVP, CFO & Secretary   •       –      –    2008-02-08 4 OE $14.08 $449,047 D/D 21,216 31,948 0 -
ADVS Advent Software Inc Former EVP, CFO & Secretary   •       –      –    2008-02-08 4 S $49.44 $573,298 D/D (11,591) 31,448 0 -
ADVS Advent Software Inc Former EVP, CFO & Secretary   •       –      –    2008-02-15 4 S $47.77 $125,878 D/D (2,632) 28,816 0 -
ADVS Advent Software Inc Former EVP, CFO & Secretary   •       –      –    2008-02-22 4 OE $14.08 $8,335 D/D 592 29,408 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2009-02-26 4 OE $0.00 $0 D/D 5,000 5,000 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2009-02-27 4 S $27.78 $55,082 D/D (1,983) 3,017 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2009-05-26 4 OE $0.00 $0 D/D 1,250 4,267 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2009-05-27 4 S $37.13 $16,782 D/D (452) 3,815 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2009-11-25 4 OE $0.00 $0 D/D 1,666 6,280 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2009-11-26 4 OE $0.00 $0 D/D 1,250 7,530 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2009-11-27 4 S $61.43 $69,769 D/D (1,135) 6,395 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-02-25 4 OE $0.00 $0 D/D 416 6,811 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-02-26 4 S $66.92 $12,491 D/D (186) 6,625 0 -
  437  Records found
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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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