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

  
3m +/-  
Form
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 -
PCOR Procore Technologies, Inc... Director   –       •      –    2024-02-21 4 AS $72.97 $686,137 D/D (9,270) 45,520 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 OE $0.00 $0 D/D 1,250 7,875 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-02-26 4 S $66.92 $12,491 D/D (186) 6,625 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-03-01 4 S $67.64 $32,941 D/D (487) 7,388 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-03-22 4 S $77.45 $580,856 D/D (7,500) 7,388 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-03-22 4 OE $25.97 $194,775 D/D 7,500 14,888 0 -
  437  Records found
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  Page 4 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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