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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 6 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   •       •      –    2023-09-16 4 D $3.86 $44,969 D/D (11,650) 1,643,398 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   •       •      –    2023-03-13 4 B $4.75 $47,500 I/I 10,000 263,738 2.66 %
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   •       •      –    2021-01-21 4 AS $50.00 $50,000 D/D (1,000) 1,513,915 0 %
UPLD Upland Software, Inc. CEO   •       •       •   2017-03-30 4 D $15.50 $52,871 D/D (3,411) 1,971,107 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2023-12-16 4 D $4.61 $53,707 D/D (11,650) 1,631,748 0 -
PRFT Perficient Inc CEO   •       •      –    2007-09-21 4 OE $2.28 $56,170 D/D 24,636 509,317 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   •       •      –    2010-06-01 4 OE $2.28 $57,000 D/D 25,000 739,486 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-10-13 4 OE $2.28 $57,000 D/D 25,000 721,302 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2018-10-05 4 AS $37.00 $58,090 D/D (1,570) 1,581,652 0 -
PRFT Perficient Inc CEO   •       •      –    2009-09-03 4 AS $7.59 $58,450 D/D (7,700) 742,441 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2009-11-11 4 OE $2.28 $59,839 D/D 26,245 753,486 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2023-03-16 4 D $4.72 $59,963 D/D (12,704) 1,666,698 0 -
PRFT Perficient Inc CEO   •       •      –    2008-09-04 4 OE $2.28 $61,104 D/D 26,800 693,089 0 -
PRFT Perficient Inc CEO   •       •      –    2008-11-26 4 B $2.86 $63,221 D/D 22,100 815,615 2.81 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-08-26 4 S $9.00 $65,691 D/D (7,299) 718,881 0 -
PRFT Perficient Inc CEO   •       •      –    2004-03-31 4 AS $3.94 $66,112 I/I (16,550) 394,342 -
PRFT Perficient Inc CEO   •       •      –    2009-09-01 4 AS $7.74 $67,321 D/D (8,700) 766,862 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2022-09-16 4 D $9.38 $68,146 D/D (7,265) 1,489,947 0 -
PRFT Perficient Inc CEO   •       •      –    2007-09-04 4 OE $2.28 $69,187 D/D 30,345 484,681 0 -
PRFT Perficient Inc CEO   •       •      –    2005-11-23 4 OE $1.98 $75,933 D/D 38,350 587,314 -
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. CEO   •       •      –    2022-12-16 4 D $7.99 $84,255 D/D (10,545) 1,579,402 0 -

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