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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   $56,584,297    

Indirect Value

  $672,532      
Total Shares   2,835,880      
Total Value   $57,256,829      


Perficient Inc
 $51,721,313 Upland Software, Inc.
 $4,749,166 Bigcommerce Holdings, Inc.
 $113,819 Perficient Inc
 $51,721,313 Upland Software, Inc.
 $4,749,166 Bigcommerce Holdings, Inc.
 $113,819
 


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 7 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   •       •      –    2021-01-27 4 AS $50.01 $85,010 D/D (1,700) 1,478,470 0 %
PRFT Perficient Inc CEO   •       •      –    2009-09-04 4 AS $7.75 $86,792 D/D (11,200) 731,241 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2022-06-16 4 D $13.72 $99,676 D/D (7,265) 1,497,212 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2017-09-16 4 D $20.71 $102,370 D/D (4,943) 1,957,218 0 -
PRFT Perficient Inc CEO   •       •      –    2006-09-08 4 OE $0.50 $106,447 D/D 125,000 738,361 -
UPLD Upland Software, Inc. CEO   •       •       •   2017-06-16 4 D $21.55 $106,586 D/D (4,946) 1,966,161 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2022-08-22 4 B $10.99 $109,940 I/I 10,000 233,738 2.66 %
UPLD Upland Software, Inc. CEO   •       •      –    2022-08-18 4 B $11.10 $111,000 I/I 10,000 203,738 2.66 %
UPLD Upland Software, Inc. CEO   •       •      –    2022-08-15 4 B $11.22 $112,200 I/I 10,000 183,738 2.66 %
UPLD Upland Software, Inc. CEO   •       •      –    2022-08-11 4 B $11.23 $112,300 I/I 10,000 163,738 2.66 %
UPLD Upland Software, Inc. CEO   •       •      –    2022-08-17 4 B $11.33 $113,300 I/I 10,000 193,738 2.66 %
UPLD Upland Software, Inc. CEO   •       •      –    2022-08-23 4 B $11.33 $113,307 I/I 10,000 243,738 2.66 %
PRFT Perficient Inc CEO   •       •      –    2008-12-09 4 B $4.54 $113,483 D/D 25,000 840,615 2.81 -
UPLD Upland Software, Inc. CEO   •       •      –    2022-08-12 4 B $11.39 $113,900 I/I 10,000 173,738 2.66 %
PRFT Perficient Inc CEO   •       •      –    2007-10-12 4 OE $1.15 $122,889 D/D 34,313 518,994 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2022-03-16 4 D $16.66 $124,767 D/D (7,489) 1,504,477 0 -
PRFT Perficient Inc CEO   •       •      –    2007-08-09 4 OE $1.25 $125,663 D/D 100,000 554,336 0 -
PRFT Perficient Inc CEO   •       •      –    2007-09-19 4 OE $2.28 $126,323 D/D 55,405 540,086 0 -
PRFT Perficient Inc CEO   •       •      –    2007-04-09 4 AS $23.00 $127,098 D/D (5,526) 454,336 0 -
PRFT Perficient Inc CEO   •       •      –    2009-09-02 4 AS $7.56 $128,557 D/D (17,000) 749,862 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2018-03-16 4 D $28.62 $135,516 D/D (4,735) 1,622,206 0 -
PRFT Perficient Inc CEO   •       •      –    2006-10-09 4 OE $1.15 $143,814 D/D 125,000 784,456 0 -
PRFT Perficient Inc CEO   •       •      –    2003-10-23 4 OE $1.00 $150,000 D/D 150,000 655,506 -
UPLD Upland Software, Inc. CEO   •       •       •   2018-03-29 4 D $28.79 $166,550 D/D (5,785) 1,794,421 0 -
PRFT Perficient Inc CEO   •       •      –    2004-04-05 4 AS $4.91 $167,486 I/I (33,561) 307,681 -

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