| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
259 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
• • • |
2018-01-08 |
4 |
AS |
$22.28 |
$1,195,314 |
D/D |
(53,653) |
1,758,288 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • • |
2018-01-09 |
4 |
AS |
$22.03 |
$305,004 |
D/D |
(13,847) |
1,744,441 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • • |
2018-02-14 |
4 |
AS |
$22.46 |
$498,528 |
D/D |
(22,200) |
1,722,241 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • • |
2018-02-15 |
4 |
AS |
$22.56 |
$1,021,914 |
D/D |
(45,300) |
1,676,941 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • • |
2018-03-09 |
4 |
AS |
$28.04 |
$1,402,205 |
D/D |
(50,000) |
1,626,941 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • • |
2018-03-16 |
4 |
D |
$28.62 |
$135,516 |
D/D |
(4,735) |
1,622,206 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • • |
2018-03-19 |
4 |
AS |
$28.24 |
$282,425 |
I/I |
(10,000) |
233,738 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • • |
2018-03-29 |
4 |
A |
$28.79 |
$5,124,620 |
D/D |
178,000 |
1,800,206 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • • |
2018-03-29 |
4 |
D |
$28.79 |
$166,550 |
D/D |
(5,785) |
1,794,421 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • • |
2018-04-16 |
4 |
AS |
$27.70 |
$1,108,832 |
I/I |
(40,000) |
193,738 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-05-09 |
4 |
D |
$29.26 |
$1,967,823 |
D/D |
(67,253) |
1,727,168 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-06-16 |
4 |
D |
$35.27 |
$369,383 |
D/D |
(10,473) |
1,716,695 |
0 |
- |
|
| 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 |
• • – |
2018-09-04 |
4 |
AS |
$35.90 |
$950,731 |
D/D |
(26,390) |
1,690,305 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-09-05 |
4 |
AS |
$34.72 |
$940,912 |
D/D |
(26,663) |
1,663,642 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-09-06 |
4 |
AS |
$35.26 |
$731,496 |
D/D |
(20,744) |
1,642,898 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-09-07 |
4 |
AS |
$35.22 |
$986,279 |
D/D |
(28,001) |
1,614,897 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-09-10 |
4 |
AS |
$35.29 |
$642,330 |
D/D |
(18,202) |
1,596,695 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-09-16 |
4 |
D |
$34.82 |
$364,617 |
D/D |
(10,473) |
1,586,222 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-10-05 |
4 |
AS |
$37.00 |
$58,090 |
D/D |
(1,570) |
1,581,652 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-11-12 |
4 |
AS |
$30.37 |
$289,883 |
I/I |
(9,505) |
184,233 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-11-14 |
4 |
AS |
$30.00 |
$33,900 |
I/I |
(1,130) |
183,103 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-11-15 |
4 |
AS |
$30.00 |
$280,950 |
I/I |
(9,365) |
173,738 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-11-16 |
4 |
AS |
$30.75 |
$25,861 |
D/D |
(841) |
1,580,811 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-12-16 |
4 |
D |
$28.56 |
$424,516 |
D/D |
(14,864) |
1,565,947 |
0 |
- |
|
259 Records found
|
|
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 |
| |
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