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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
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-24 4 OE $0.00 $0 D/D 354 13,430 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-24 4 OE $0.00 $0 D/D 354 17,611 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-08-24 4 OE $0.00 $0 D/D 354 18,179 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-02-24 4 OE $0.00 $0 D/D 354 20,698 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-11-24 4 OE $0.00 $0 D/D 355 15,750 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-11-24 4 OE $0.00 $0 D/D 355 19,464 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   •       •      –    2012-08-27 4 S $147.30 $53,618 D/D (364) 18,232 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-12-18 4 OE $52.28 $20,912 D/D 400 19,764 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   •       –      –    2011-02-25 4 OE $0.00 $0 D/D 416 11,549 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-25 4 OE $0.00 $0 D/D 416 16,803 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-05-25 4 OE $0.00 $0 D/D 417 7,805 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-25 4 OE $0.00 $0 D/D 417 8,859 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-11-25 4 OE $0.00 $0 D/D 417 11,159 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-05-25 4 OE $0.00 $0 D/D 417 12,611 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-25 4 OE $0.00 $0 D/D 417 13,680 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-11-25 4 OE $0.00 $0 D/D 417 15,401 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-25 4 OE $0.00 $0 D/D 417 17,861 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-08-25 4 OE $0.00 $0 D/D 417 18,596 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-11-25 4 OE $0.00 $0 D/D 417 19,881 0 -
BL Blackline, Inc. Director   –       •      –    2020-05-21 4 AS $68.19 $29,731 D/D (436) 25,123 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   •       –      –    2010-03-01 4 S $67.64 $32,941 D/D (487) 7,388 0 -
SPLK Splunk Inc Director   –       •      –    2020-05-11 4 AS $160.00 $80,000 D/D (500) 43,179 0 %
  437  Records found
  1   2  3   4   5   6   7   8   9   10   11   12   13   14   15   16   17   18      
  Page 2 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
 
 
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