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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
SPLK Splunk Inc Director   –       •      –    2012-04-18 3 IO $0.00 $0 D/D 0 150,000 -
BL Blackline, Inc. Director   –       •      –    2016-10-27 3 IO $0.00 $0 D/D 0 25,000 -
PCOR Procore Technologies, Inc... Director   –       •      –    2021-05-19 3 IO $0.00 $0 D/D 0 77,210 -
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   •       –      –    2007-02-14 4 A $0.00 $0 D/D 3,750 7,679 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   •       –      –    2009-05-26 4 OE $0.00 $0 D/D 1,250 4,267 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   •       –      –    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   •       –      –    2010-05-25 4 OE $0.00 $0 D/D 417 7,805 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-05-26 4 OE $0.00 $0 D/D 1,250 9,055 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-25 4 OE $0.00 $0 D/D 417 8,859 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-26 4 OE $0.00 $0 D/D 1,250 9,913 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-11-24 4 OE $0.00 $0 D/D 1,416 10,742 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-11-25 4 OE $0.00 $0 D/D 417 11,159 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-11-26 4 OE $0.00 $0 D/D 1,250 11,537 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 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   •       –      –    2011-05-24 4 OE $0.00 $0 D/D 354 12,362 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-05-25 4 OE $0.00 $0 D/D 417 12,611 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-05-26 4 OE $0.00 $0 D/D 1,250 13,663 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-24 4 OE $0.00 $0 D/D 354 13,430 0 -
  436  Records found
  1  2   3   4   5   6   7   8   9   10   11   12   13   14   15   16   17   18      
  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
 
 
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