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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 5 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   •       –      –    2010-12-15 4 OE $25.97 $64,925 D/D 2,500 13,446 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-12-16 4 OE $52.28 $313,680 D/D 6,000 16,946 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-12-16 4 AS $136.02 $816,131 D/D (6,000) 10,946 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-01-18 4 AS $145.05 $1,232,929 D/D (8,500) 10,946 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-01-18 4 OE $25.97 $378,605 D/D 8,500 19,446 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-02-15 4 AS $144.96 $362,400 D/D (2,500) 10,946 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-02-15 4 OE $25.97 $64,925 D/D 2,500 13,446 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-02-16 4 OE $52.28 $313,680 D/D 6,000 16,946 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-02-16 4 AS $142.72 $856,320 D/D (6,000) 10,946 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-02-24 4 OE $0.00 $0 D/D 354 11,300 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   •       –      –    2011-02-25 4 OE $0.00 $0 D/D 416 11,549 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-02-26 4 OE $0.00 $0 D/D 1,250 12,799 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   •       –      –    2011-03-15 4 AS $120.68 $301,700 D/D (2,500) 12,008 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-03-15 4 OE $25.97 $64,925 D/D 2,500 14,508 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-03-16 4 AS $125.30 $751,800 D/D (6,000) 12,008 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-03-16 4 OE $52.28 $313,680 D/D 6,000 18,008 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-04-15 4 OE $25.97 $64,925 D/D 2,500 14,508 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-04-15 4 AS $133.31 $333,275 D/D (2,500) 12,008 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-04-18 4 OE $52.28 $313,680 D/D 6,000 18,008 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-04-18 4 AS $131.75 $790,500 D/D (6,000) 12,008 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-05-16 4 AS $133.21 $1,132,285 D/D (8,500) 12,008 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-05-16 4 OE $25.97 $378,605 D/D 8,500 20,508 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-05-24 4 OE $0.00 $0 D/D 354 12,362 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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