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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 -
SPLK Splunk Inc Interim CEO   •       •      –    2021-12-10 4 D $110.84 $3,325 D/D (30) 31,020 0 -
SPLK Splunk Inc Interim CEO   •       •      –    2022-03-10 4 D $126.92 $10,407 D/D (82) 30,938 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-12-26 4 AS $55.17 $5,517 D/D (100) 88,705 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-12-26 4 OE $35.63 $3,563 D/D 100 88,805 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   •       •      –    2012-08-24 4 S $141.49 $21,512 D/D (152) 17,825 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   •       –      –    2011-08-25 4 S $115.47 $19,283 D/D (167) 13,263 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   •       –      –    2011-05-25 4 S $148.30 $24,915 D/D (168) 12,194 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-02-26 4 S $66.92 $12,491 D/D (186) 6,625 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-08-26 4 S $112.15 $21,981 D/D (196) 8,663 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-05-26 4 S $149.03 $29,507 D/D (198) 12,413 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-26 4 S $111.15 $22,008 D/D (198) 13,482 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-02-22 4 OE $0.00 $0 D/D 268 20,032 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-14 4 OE $52.28 $15,684 D/D 300 14,445 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-14 4 AS $132.17 $39,651 D/D (300) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-08-23 4 OE $0.00 $0 D/D 312 17,977 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-02-23 4 OE $0.00 $0 D/D 312 20,344 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-11-23 4 OE $0.00 $0 D/D 313 19,109 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   •       –      –    2011-05-24 4 OE $0.00 $0 D/D 354 12,362 0 -

  436  Records found
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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