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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 2 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   •       •      –    2018-08-17 4 GD $0.00 $0 D/D 3,000 1,583,222 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   •       •      –    2019-04-08 4 GD $0.00 $0 D/D 3,000 1,726,389 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   •       •      –    2020-06-16 4 D $0.00 $0 D/D (5,836) 1,718,883 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2020-12-09 4 GD $0.00 $0 D/D 3,500 1,653,537 0 -
BIGC Bigcommerce Holdings, Inc...   –       •      –    2020-12-16 4 A $0.00 $0 D/D 116 116 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2020-12-24 4 GD $0.00 $0 D/D 125,000 1,514,915 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2021-02-22 4 A $0.00 $0 D/D 61,437 1,376,352 0 -
BIGC Bigcommerce Holdings, Inc...   –       •      –    2021-03-16 4 A $0.00 $0 D/D 123 239 0 -
BIGC Bigcommerce Holdings, Inc...   –       •      –    2021-05-14 4 A $0.00 $0 D/D 2,613 2,852 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2021-06-30 4 OE $0.00 $0 D/D 135,345 1,490,447 0 -
BIGC Bigcommerce Holdings, Inc...   –       •      –    2021-11-11 4 A $0.00 $0 D/D 342 3,194 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2022-01-12 4 A $0.00 $0 D/D 93,750 1,511,966 0 -
BIGC Bigcommerce Holdings, Inc...   –       •      –    2022-03-11 4 A $0.00 $0 D/D 310 3,504 0 -
BIGC Bigcommerce Holdings, Inc...   –       •      –    2022-05-17 4 A $0.00 $0 D/D 9,918 13,422 0 -
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   •       •      –    2023-02-21 4 A $0.00 $0 D/D 100,000 1,679,402 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2024-01-29 4 A $0.00 $0 D/D 250,000 1,881,748 0 -
PRFT Perficient Inc CEO   •       •      –    2004-01-27 4 AS $3.70 $925 I/I (250) 509,792 -
PRFT Perficient Inc CEO   •       •      –    2007-09-20 4 OE $2.28 $1,482 D/D 650 485,331 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2021-06-21 4 AS $40.45 $2,063 D/D (51) 1,355,102 0 %
PRFT Perficient Inc CEO   •       •      –    2004-03-19 4 AS $3.07 $3,995 I/I (1,300) 422,242 -
PRFT Perficient Inc CEO   •       •      –    2004-03-18 4 AS $3.09 $4,012 I/I (1,300) 423,542 -
PRFT Perficient Inc CEO   •       •      –    2004-03-23 4 AS $3.13 $4,067 I/I (1,300) 419,642 -

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