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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   $30,996,694    

Indirect Value

   $0      
Total Shares   195,151      
Total Value   $30,996,694      


Advent Software Inc $0 Salesforce.com Inc $25,046,868 Citrix Systems Inc $1,554,240 Blackline, Inc. $531,446 Procore Technologies, Inc. $3,129,500 Axon Enterprise Inc $734,640 Advent Software Inc $0 Salesforce.com Inc $25,046,868 Citrix Systems Inc $1,554,240 Blackline, Inc. $531,446 Procore Technologies, Inc. $3,129,500 Axon Enterprise Inc $734,640
 


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 7 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   •       –      –    2011-07-15 4 OE $25.97 $535,445 D/D 11,500 24,576 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-15 4 OE $25.97 $535,445 D/D 11,500 24,576 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-15 4 OE $25.97 $572,041 D/D 12,200 26,345 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-10-17 4 OE $25.97 $535,445 D/D 11,500 25,645 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-11-15 4 OE $25.97 $535,445 D/D 11,500 25,645 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-12-15 4 OE $25.97 $535,445 D/D 11,500 27,368 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-01-17 4 OE $25.97 $535,445 D/D 11,500 27,368 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-15 4 OE $25.97 $535,445 D/D 11,500 27,368 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-03-15 4 OE $25.97 $535,445 D/D 11,500 28,592 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-04-16 4 OE $25.97 $535,445 D/D 11,500 28,592 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-15 4 OE $25.97 $535,445 D/D 11,500 28,592 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-18 4 OE $25.97 $21,633 D/D 833 17,925 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-07-16 4 OE $25.97 $41,552 D/D 1,600 19,265 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-08-15 4 OE $25.97 $72,920 D/D 2,200 19,865 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-09-17 4 OE $25.97 $315,048 D/D 5,900 24,132 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-10-15 4 OE $25.97 $315,048 D/D 5,900 24,132 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-11-15 4 OE $25.97 $72,920 D/D 2,200 20,432 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-12-17 4 OE $25.97 $236,520 D/D 4,700 24,064 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2009-02-27 4 S $27.78 $55,082 D/D (1,983) 3,017 0 -
WORK Slack Technologies, Inc. Director   –       •      –    2020-10-06 4 AS $29.00 $87,000 D/D (3,000) 55,854 0 %
WORK Slack Technologies, Inc. Director   –       •      –    2020-07-27 4 AS $29.38 $88,140 D/D (3,000) 62,854 0 %
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2005-10-27 4 S $30.20 $151,007 D/D (5,000) 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-08-01 4 AS $30.85 $46,299 D/D (1,500) 3,929 -
WORK Slack Technologies, Inc. Director   –       •      –    2020-08-28 4 AS $32.00 $80,000 D/D (2,500) 60,354 0 %
WORK Slack Technologies, Inc. Director   –       •      –    2020-10-12 4 AS $32.00 $80,000 D/D (2,500) 53,354 0 %
  437  Records found
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  Page 7 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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