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Insider Information:   Mcdonald John T
Relationship:  
City:   Austin
State:   TX
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   2,572,142    

Indirect Shares

  263,738      
Direct Value   $56,774,400    

Indirect Value

  $725,280      
Total Shares   2,835,880      
Total Value   $57,499,679      


Perficient Inc
 $51,540,274 Upland Software, Inc.
 $5,121,650 Bigcommerce Holdings, Inc.
 $112,476 Perficient Inc
 $51,540,274 Upland Software, Inc.
 $5,121,650 Bigcommerce Holdings, Inc.
 $112,476
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    10   
    1    

     Stock price went up :

    2   
    1    
     Stock price went down :
    8   
    0    
   
     Gain/Loss Ratio :
   0.0   
   1.0   
     Percentage Gain/Loss :
   -56.3%
 13.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Perficient Inc PRFT Chairman of Board, Dir... 2010-10-13 696,302 2006-01-13 0    Premium*  
            Upland Software, Inc. UPLD CEO, Director 2024-03-16 1,862,418 2024-03-16 263,738    Premium*  
            Bigcommerce Holdings, Inc. BIGC 2022-05-17 13,422 2020-12-16 0    Premium*  
* Premium Members only  

Records found :    259         Free Registration Required For Full Results.    Limit: 25

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  Page 10 of 11
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
UPLD Upland Software, Inc. CEO   •       •       •   2017-11-21 4 AS $21.53 $695,347 D/D (32,304) 1,889,718 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2018-09-06 4 AS $35.26 $731,496 D/D (20,744) 1,642,898 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2021-02-11 4 AS $50.73 $744,849 D/D (14,684) 1,314,915 0 %
UPLD Upland Software, Inc. CEO   •       •       •   2017-11-20 4 AS $21.44 $754,768 D/D (35,196) 1,922,022 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2019-12-16 4 D $36.22 $774,311 D/D (21,378) 1,672,090 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2019-06-16 4 D $48.19 $793,256 D/D (16,461) 1,709,928 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2018-09-05 4 AS $34.72 $940,912 D/D (26,663) 1,663,642 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2018-09-04 4 AS $35.90 $950,731 D/D (26,390) 1,690,305 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2018-09-07 4 AS $35.22 $986,279 D/D (28,001) 1,614,897 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2018-02-15 4 AS $22.56 $1,021,914 D/D (45,300) 1,676,941 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2020-10-01 4 AS $38.07 $1,034,840 D/D (27,180) 1,657,037 0 %
PRFT Perficient Inc CEO   •       •      –    2004-12-15 4 A $6.31 $1,104,250 D/D 175,000 925,806 -
UPLD Upland Software, Inc. CEO   •       •       •   2018-04-16 4 AS $27.70 $1,108,832 I/I (40,000) 193,738 0 -
PRFT Perficient Inc officerTitle   •       •      –    2006-01-13 4 AS $10.00 $1,116,498 I/I (111,642) 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2014-11-12 4 B $12.00 $1,153,848 D/D 96,154 1,793,270 3.23 -
UPLD Upland Software, Inc. CEO   •       •       •   2018-01-08 4 AS $22.28 $1,195,314 D/D (53,653) 1,758,288 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2021-01-25 4 AS $50.04 $1,311,868 D/D (26,219) 1,480,170 0 %
PRFT Perficient Inc CEO   •       •      –    2007-09-19 4 AS $24.50 $1,357,561 D/D (55,405) 484,681 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2018-03-09 4 AS $28.04 $1,402,205 D/D (50,000) 1,626,941 0 -
PRFT Perficient Inc officerTitle   •       •      –    2006-01-09 4/A AS $9.83 $1,474,990 I/I (150,000) 111,642 -
PRFT Perficient Inc officerTitle   •       •      –    2006-01-09 4 AS $9.83 $1,474,990 D/D (150,000) 454,171 -
PRFT Perficient Inc CEO   •       •      –    2006-08-29 4 S $12.90 $1,677,500 D/D (130,000) 613,361 -
PRFT Perficient Inc CEO   •       •      –    2006-09-08 4 S $14.13 $1,765,625 D/D (125,000) 613,361 -
PRFT Perficient Inc CEO   •       •      –    2007-04-05 4 AS $22.55 $1,864,760 D/D (82,474) 459,862 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2018-05-09 4 D $29.26 $1,967,823 D/D (67,253) 1,727,168 0 -

  259  Records found
  1   2   3   4   5   6   7   8   9   10  11      
  Page 10 of 11  
 
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