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Insider Information:   Smith Graham
Relationship:  
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   9    
Direct Shares   194,494    

Indirect Shares

  0      
Direct Value   $31,304,764    

Indirect Value

  $0      
Total Shares   194,494      
Total Value   $31,304,764      


Advent Software Inc
 $0 Salesforce.com Inc
 $25,354,101 Citrix Systems Inc
 $1,554,240 Blackline, Inc.
 $649,961 Procore Technologies, Inc.
 $3,119,030 Axon Enterprise Inc
 $627,431 Advent Software Inc
 $0 Salesforce.com Inc
 $25,354,101 Citrix Systems Inc
 $1,554,240 Blackline, Inc.
 $649,961 Procore Technologies, Inc.
 $3,119,030 Axon Enterprise Inc
 $627,431
 


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 2023-05-12 1,915 2023-03-16 0    Premium*  
* Premium Members only  

Records found :    436         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 18
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2005-10-27 4 OE $14.08 $70,400 D/D 5,000 5,000 -
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   •       –      –    2006-03-14 4 A $0.00 $0 D/D 3,929 3,929 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-05-03 4 OE $14.08 $281,600 D/D 20,000 4,329 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-05-03 4 S $34.90 $698,552 D/D (20,000) 3,929 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-08-01 4 OE $14.08 $21,120 D/D 1,500 4,227 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-08-01 4 AS $30.85 $46,299 D/D (1,500) 3,929 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-08-03 4 AS $33.00 $33,000 D/D (1,000) 3,929 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-08-03 4 OE $14.08 $14,080 D/D 1,000 4,929 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-09-01 4 AS $32.61 $81,939 D/D (2,500) 3,929 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-09-01 4 OE $14.08 $35,200 D/D 2,500 4,029 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-10-02 4 OE $14.08 $35,200 D/D 2,500 5,429 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-10-02 4 AS $35.95 $89,878 D/D (2,500) 3,929 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-10-16 4 OE $14.08 $28,160 D/D 2,000 5,929 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-10-16 4 AS $38.00 $76,000 D/D (2,000) 3,929 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-11-01 4 OE $14.08 $35,200 D/D 2,500 6,429 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-11-01 4 AS $36.88 $92,200 D/D (2,500) 3,929 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-11-15 4 OE $14.08 $28,160 D/D 2,000 5,929 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-11-15 4 AS $38.00 $76,000 D/D (2,000) 3,929 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-12-01 4 OE $14.08 $35,200 D/D 2,500 6,429 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2006-12-01 4 AS $36.14 $90,350 D/D (2,500) 3,929 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-01-03 4 OE $14.08 $35,200 D/D 2,500 4,129 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-01-03 4 AS $35.49 $89,159 D/D (2,500) 3,929 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-02-01 4 AS $35.18 $88,825 D/D (2,500) 3,929 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2007-02-01 4 OE $14.08 $35,200 D/D 2,500 4,128 0 -

  436  Records found
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  Page 1 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