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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   •       •       •   2014-11-12 4 A $0.00 $0 D/D 385,111 1,697,116 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2020-08-07 4 AS $43.99 $568,069 D/D (12,820) 1,698,001 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   •       •      –    2020-06-18 4 AS $34.15 $275,317 D/D (8,062) 1,710,821 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2018-06-16 4 D $35.27 $369,383 D/D (10,473) 1,716,695 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2020-06-16 4 D $0.00 $0 D/D (5,836) 1,718,883 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2018-02-14 4 AS $22.46 $498,528 D/D (22,200) 1,722,241 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2020-03-16 4 D $22.61 $309,033 D/D (13,668) 1,724,719 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2019-04-08 4 GD $0.00 $0 D/D 3,000 1,726,389 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2018-05-09 4 D $29.26 $1,967,823 D/D (67,253) 1,727,168 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2019-03-16 4/A D $41.43 $685,998 D/D (16,558) 1,729,389 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2019-03-16 4 D $41.43 $606,950 D/D (14,650) 1,731,297 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2020-02-24 4 A $0.00 $0 D/D 66,297 1,738,387 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2018-01-09 4 AS $22.03 $305,004 D/D (13,847) 1,744,441 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2019-03-04 4 A $0.00 $0 D/D 180,000 1,745,947 0 -
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   •       •       •   2014-11-12 4 B $12.00 $1,153,848 D/D 96,154 1,793,270 3.23 -
UPLD Upland Software, Inc. CEO   •       •       •   2018-03-29 4 D $28.79 $166,550 D/D (5,785) 1,794,421 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2018-03-29 4 A $28.79 $5,124,620 D/D 178,000 1,800,206 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2017-12-16 4 D $22.00 $226,094 D/D (10,277) 1,811,941 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2017-12-13 4 AS $21.71 $261,943 D/D (12,064) 1,822,218 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2016-12-16 4 D $8.75 $45,955 D/D (5,252) 1,830,518 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2017-12-12 4 AS $21.92 $586,997 D/D (26,782) 1,834,282 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2016-04-07 4 A $6.81 $340,500 D/D 50,000 1,835,770 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2017-12-11 4 AS $22.39 $641,618 D/D (28,654) 1,861,064 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