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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   $56,973,294    

Indirect Value

  $767,478      
Total Shares   2,835,880      
Total Value   $57,740,771      


Perficient Inc
 $51,442,792 Upland Software, Inc.
 $5,419,636 Bigcommerce Holdings, Inc.
 $110,866 Perficient Inc
 $51,442,792 Upland Software, Inc.
 $5,419,636 Bigcommerce Holdings, Inc.
 $110,866
 


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   •       •      –    2022-10-21 4 A $0.00 $0 D/D 100,000 1,589,947 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2022-12-16 4 D $7.99 $84,255 D/D (10,545) 1,579,402 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2023-02-21 4 A $0.00 $0 D/D 100,000 1,679,402 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2023-03-10 4 B $4.80 $48,000 I/I 10,000 253,738 2.66 %
UPLD Upland Software, Inc. CEO   •       •      –    2023-03-13 4 B $4.75 $47,500 I/I 10,000 263,738 2.66 %
UPLD Upland Software, Inc. CEO   •       •      –    2023-03-16 4 D $4.72 $59,963 D/D (12,704) 1,666,698 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2023-09-16 4 D $3.86 $44,969 D/D (11,650) 1,643,398 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2023-12-16 4 D $4.61 $53,707 D/D (11,650) 1,631,748 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2024-01-29 4 A $0.00 $0 D/D 250,000 1,881,748 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2024-03-16 4 D $4.21 $81,379 D/D (19,330) 1,862,418 0 -
UPLD Upland Software, Inc. CEOOfficer   •       •       •   2014-11-05 3 IO $0.00 $0 D/D 0 1,312,005 -
PRFT Perficient Inc Chairman of Board   •       •      –    2009-04-30 5 GD $0.00 $0 D/D 2,500 720,986 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2009-05-01 5 GD $0.00 $0 D/D 2,500 718,486 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2009-09-23 5 GD $0.00 $0 D/D 2,000 716,486 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2009-11-11 4 OE $2.28 $59,839 D/D 26,245 753,486 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2009-11-13 5 GD $0.00 $0 D/D 2,000 714,486 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2009-12-08 4 S $8.34 $250,197 D/D (30,000) 723,486 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-05-12 4 OE $2.28 $57,000 D/D 25,000 739,486 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-05-12 4 AS $11.55 $288,853 D/D (25,000) 714,486 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-06-01 4 AS $10.51 $262,725 D/D (25,000) 714,486 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-06-01 4 OE $2.28 $57,000 D/D 25,000 739,486 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-06-29 4/A OE $0.00 $0 D/D 0 746,180 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-06-29 4 OE $6.31 $199,989 D/D 31,694 746,180 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-08-25 4 S $8.90 $178,000 D/D (20,000) 726,180 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-08-26 4 S $9.00 $65,691 D/D (7,299) 718,881 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