| |
| |
|
| 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 |
$56,444,666 |
|
|
|
Indirect Value
|
$651,433 |
|
|
| Total
Shares |
2,835,880 |
|
|
| Total
Value |
$57,096,099 |
|
|
|
|
|
|
|
|
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 |
• • – |
2020-08-07 |
4 |
AS |
$43.99 |
$568,069 |
D/D |
(12,820) |
1,698,001 |
0 |
% |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2021-02-08 |
4 |
AS |
$50.00 |
$650,234 |
D/D |
(12,918) |
1,377,886 |
0 |
% |
|
| PRFT |
Perficient Inc |
CEO |
• • – |
2004-12-29 |
4 |
OE |
$1.15 |
$15,525 |
D/D |
13,500 |
939,306 |
|
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2021-02-02 |
4 |
AS |
$50.03 |
$679,806 |
D/D |
(13,588) |
1,464,882 |
0 |
% |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2020-12-22 |
4 |
AS |
$46.77 |
$639,139 |
D/D |
(13,622) |
1,639,915 |
0 |
% |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2020-03-16 |
4 |
D |
$22.61 |
$309,033 |
D/D |
(13,668) |
1,724,719 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2020-09-18 |
4 |
S |
$36.76 |
$510,953 |
D/D |
(13,784) |
1,684,217 |
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 |
• • – |
2019-03-16 |
4 |
D |
$41.43 |
$606,950 |
D/D |
(14,650) |
1,731,297 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2021-02-11 |
4 |
AS |
$50.73 |
$744,849 |
D/D |
(14,684) |
1,314,915 |
0 |
% |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-12-16 |
4 |
D |
$28.56 |
$424,516 |
D/D |
(14,864) |
1,565,947 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2019-09-16 |
4 |
D |
$36.02 |
$592,889 |
D/D |
(16,460) |
1,693,468 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2019-06-16 |
4 |
D |
$48.19 |
$793,256 |
D/D |
(16,461) |
1,709,928 |
0 |
- |
|
| PRFT |
Perficient Inc |
CEO |
• • – |
2004-03-31 |
4 |
AS |
$3.94 |
$66,112 |
I/I |
(16,550) |
394,342 |
|
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2019-03-16 |
4/A |
D |
$41.43 |
$685,998 |
D/D |
(16,558) |
1,729,389 |
0 |
- |
|
| PRFT |
Perficient Inc |
CEO |
• • – |
2009-09-02 |
4 |
AS |
$7.56 |
$128,557 |
D/D |
(17,000) |
749,862 |
0 |
- |
|
| PRFT |
Perficient Inc |
officerTitle |
• • – |
2005-12-14 |
4 |
A |
$0.50 |
$8,929 |
D/D |
17,857 |
605,171 |
|
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-09-10 |
4 |
AS |
$35.29 |
$642,330 |
D/D |
(18,202) |
1,596,695 |
0 |
- |
|
| PRFT |
Perficient Inc |
CEO |
• • – |
2005-01-18 |
4 |
OE |
$1.15 |
$21,228 |
D/D |
18,459 |
957,765 |
|
- |
|
| PRFT |
Perficient Inc |
CEO |
• • – |
2007-09-18 |
4 |
OE |
$2.28 |
$42,556 |
D/D |
18,665 |
503,346 |
0 |
- |
|
| PRFT |
Perficient Inc |
CEO |
• • – |
2007-09-18 |
4 |
AS |
$24.50 |
$457,293 |
D/D |
(18,665) |
484,681 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2024-03-16 |
4 |
D |
$4.21 |
$81,379 |
D/D |
(19,330) |
1,862,418 |
0 |
- |
|
| PRFT |
Perficient Inc |
Chairman of Board |
• • – |
2010-08-25 |
4 |
S |
$8.90 |
$178,000 |
D/D |
(20,000) |
726,180 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2019-01-18 |
4 |
AS |
$30.00 |
$600,000 |
I/I |
(20,000) |
153,738 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2022-08-19 |
4 |
B |
$10.73 |
$214,660 |
I/I |
20,000 |
223,738 |
2.66 |
% |
|
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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|
