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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 7 of 11
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
PRFT Perficient Inc Chairman of Board   •       •      –    2010-06-29 4/A OE $0.00 $0 D/D 0 746,180 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-06-29 4 OE $6.31 $199,989 D/D 31,694 746,180 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-08-25 4 S $8.90 $178,000 D/D (20,000) 726,180 0 -
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 Chairman of Board   •       •      –    2010-08-27 4 S $8.91 $202,175 D/D (22,701) 696,302 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-10-13 4 AS $10.00 $250,000 D/D (25,000) 696,302 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. CEOOfficer   •       •       •   2014-11-05 3 IO $0.00 $0 D/D 0 1,312,005 -
UPLD Upland Software, Inc. CEO   •       •       •   2014-11-12 4 A $0.00 $0 I/I 243,738 243,738 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   •       •       •   2014-11-12 4 A $0.00 $0 D/D 385,111 1,697,116 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   •       •       •   2016-12-16 4 D $8.75 $45,955 D/D (5,252) 1,830,518 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   •       •       •   2017-03-30 4 A $15.50 $2,232,000 D/D 144,000 1,974,518 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2017-05-22 4 GD $0.00 $0 D/D 4,000 1,962,161 0 -
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   •       •       •   2017-09-16 4 D $20.71 $102,370 D/D (4,943) 1,957,218 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2017-11-20 4 AS $21.44 $754,768 D/D (35,196) 1,922,022 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2017-11-21 4 AS $21.53 $695,347 D/D (32,304) 1,889,718 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2017-12-11 4 AS $22.39 $641,618 D/D (28,654) 1,861,064 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   •       •       •   2017-12-13 4 AS $21.71 $261,943 D/D (12,064) 1,822,218 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   •       •       •   2018-01-08 4 AS $22.28 $1,195,314 D/D (53,653) 1,758,288 0 -

  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