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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 11 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   •       •      –    2021-02-08 4 AS $50.00 $650,234 D/D (12,918) 1,377,886 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2021-01-27 4 AS $50.01 $85,010 D/D (1,700) 1,478,470 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2021-02-02 4 AS $50.03 $679,806 D/D (13,588) 1,464,882 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2021-02-04 4 AS $50.03 $354,212 D/D (7,080) 1,457,802 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2021-01-25 4 AS $50.04 $1,311,868 D/D (26,219) 1,480,170 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2021-02-10 4 AS $50.10 $195,089 D/D (3,894) 1,329,599 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2021-02-09 4 AS $50.32 $2,234,007 D/D (44,393) 1,333,493 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2021-02-05 4 AS $50.71 $3,398,615 D/D (66,998) 1,390,804 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2021-02-11 4 AS $50.73 $744,849 D/D (14,684) 1,314,915 0 %

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