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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 8 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   •       •      –    2019-03-04 4 A $0.00 $0 D/D 180,000 1,745,947 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   •       •      –    2019-04-08 4 GD $0.00 $0 D/D 3,000 1,726,389 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2019-06-16 4 D $48.19 $793,256 D/D (16,461) 1,709,928 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   •       •      –    2019-12-16 4 D $36.22 $774,311 D/D (21,378) 1,672,090 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2020-02-24 4 A $0.00 $0 D/D 66,297 1,738,387 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   •       •      –    2020-06-16 4 D $0.00 $0 D/D (5,836) 1,718,883 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2020-06-18 4 AS $34.15 $275,317 D/D (8,062) 1,710,821 0 %
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   •       •      –    2020-09-18 4 S $36.76 $510,953 D/D (13,784) 1,684,217 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2020-10-01 4 AS $38.07 $1,034,840 D/D (27,180) 1,657,037 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2020-12-09 4 GD $0.00 $0 D/D 3,500 1,653,537 0 -
BIGC Bigcommerce Holdings, Inc...   –       •      –    2020-12-16 4 A $0.00 $0 D/D 116 116 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   •       •      –    2020-12-24 4 GD $0.00 $0 D/D 125,000 1,514,915 0 -
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   •       •      –    2021-01-22 4 AS $50.00 $376,300 D/D (7,526) 1,506,389 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2021-01-25 4 AS $50.04 $1,311,868 D/D (26,219) 1,480,170 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2021-01-27 4 AS $50.01 $85,010 D/D (1,700) 1,478,470 0 %
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   •       •      –    2021-02-04 4 AS $50.03 $354,212 D/D (7,080) 1,457,802 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2021-02-05 4 AS $50.71 $3,398,615 D/D (66,998) 1,390,804 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2021-02-08 4 AS $50.00 $650,234 D/D (12,918) 1,377,886 0 %

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