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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 9 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   •       –      –    2011-02-16 4 OE $52.28 $313,680 D/D 6,000 16,946 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-27 4 AS $140.77 $135,282 D/D (961) 17,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-29 4 AS $143.03 $357,575 D/D (2,500) 17,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-03-15 4 AS $152.37 $1,759,398 D/D (11,500) 17,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-03-23 4 AS $152.66 $457,980 D/D (3,000) 17,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-03-29 4 AS $152.92 $382,300 D/D (2,500) 17,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-04-16 4 AS $156.84 $1,827,074 D/D (11,500) 17,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-04-23 4 AS $154.50 $463,500 D/D (3,000) 17,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-04-30 4 AS $156.68 $391,708 D/D (2,500) 17,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-15 4 AS $138.11 $1,589,389 D/D (11,500) 17,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-18 4 AS $143.71 $119,710 D/D (833) 17,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-24 4 AS $149.36 $22,105 D/D (148) 17,257 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-23 4 AS $147.02 $441,060 D/D (3,000) 17,405 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-25 4 AS $146.63 $24,487 D/D (167) 17,444 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   •       –      –    2012-05-29 4 AS $146.27 $394,344 D/D (2,696) 17,665 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-07-16 4 AS $130.03 $208,048 D/D (1,600) 17,665 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-07-18 4 AS $132.17 $79,302 D/D (600) 17,665 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-08-13 4 AS $145.17 $537,129 D/D (3,700) 17,665 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-08-15 4 AS $142.56 $313,632 D/D (2,200) 17,665 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-08-16 4 AS $145.17 $537,129 D/D (3,700) 17,665 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-08-24 4 S $141.49 $21,512 D/D (152) 17,825 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   •       –      –    2012-02-03 4 OE $52.28 $104,560 D/D 2,000 17,868 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-09 4 OE $65.44 $130,880 D/D 2,000 17,868 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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