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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 :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
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   –       •      –    2020-07-01 4 AS $200.00 $200,000 D/D (1,000) 38,917 0 %
SPLK Splunk Inc Director   –       •      –    2020-10-06 4 AS $200.00 $100,000 D/D (500) 34,917 0 %
SPLK Splunk Inc Director   –       •      –    2020-06-22 4 AS $191.00 $95,500 D/D (500) 39,917 0 %
SPLK Splunk Inc Director   –       •      –    2020-06-02 4 AS $190.00 $95,000 D/D (500) 41,679 0 %
SPLK Splunk Inc Director   –       •      –    2020-09-30 4 AS $190.00 $95,000 D/D (500) 35,417 0 %
SPLK Splunk Inc Director   –       •      –    2020-06-16 4 AS $184.28 $552,840 D/D (3,000) 40,417 0 %
SPLK Splunk Inc Director   –       •      –    2020-09-16 4 AS $181.88 $549,183 D/D (3,000) 35,917 0 %
SPLK Splunk Inc Director   –       •      –    2020-12-23 4 AS $180.00 $90,000 D/D (500) 31,917 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-03-15 4 AS $177.93 $249,102 D/D (1,400) 20,342 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-02-15 4 S $174.75 $244,650 D/D (1,400) 19,764 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-01-15 4 AS $172.42 $241,388 D/D (1,400) 19,764 0 -
SPLK Splunk Inc Director   –       •      –    2020-05-22 4 AS $171.79 $175,895 D/D (1,000) 42,179 0 %
SPLK Splunk Inc Director   –       •      –    2020-12-21 4 AS $170.00 $85,000 D/D (500) 32,417 0 %
SPLK Splunk Inc Director   –       •      –    2021-10-26 4 AS $170.00 $255,000 D/D (1,500) 31,050 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-02-25 4 S $168.72 $60,067 D/D (356) 20,342 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-04-15 4 AS $168.55 $235,971 D/D (1,400) 20,342 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-12-17 4 AS $164.66 $773,902 D/D (4,700) 19,364 0 -
SPLK Splunk Inc Director   –       •      –    2020-12-16 4 AS $160.30 $322,142 D/D (2,000) 32,917 0 %
SPLK Splunk Inc Director   –       •      –    2020-05-11 4 AS $160.00 $80,000 D/D (500) 43,179 0 %
SPLK Splunk Inc Director   –       •      –    2021-08-26 4 AS $160.00 $80,000 D/D (500) 33,550 0 %
SPLK Splunk Inc Director   –       •      –    2021-10-13 4 AS $160.00 $160,000 D/D (1,000) 32,550 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-09-17 4 AS $159.00 $938,100 D/D (5,900) 18,232 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   •       –      –    2012-04-30 4 AS $156.68 $391,708 D/D (2,500) 17,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2012-11-26 4 S $156.61 $80,968 D/D (517) 19,364 0 -
  25  Records found
  1     
  Page 1 of 1  
 
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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