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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   $56,973,294    

Indirect Value

  $767,478      
Total Shares   2,835,880      
Total Value   $57,740,771      


Perficient Inc
 $51,442,792 Upland Software, Inc.
 $5,419,636 Bigcommerce Holdings, Inc.
 $110,866 Perficient Inc
 $51,442,792 Upland Software, Inc.
 $5,419,636 Bigcommerce Holdings, Inc.
 $110,866
 


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
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   •       •      –    2021-12-16 4 D $18.11 $182,730 D/D (10,090) 1,418,216 0 -
PRFT Perficient Inc CEO   •       •      –    2009-08-10 4 S $7.53 $188,255 D/D (25,000) 1,038,562 0 -
PRFT Perficient Inc CEO   •       •      –    2009-08-07 4 S $7.61 $190,328 D/D (25,000) 1,063,562 0 -
PRFT Perficient Inc CEO   •       •      –    2009-08-12 4 S $7.67 $191,818 D/D (25,000) 1,013,562 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2021-02-10 4 AS $50.10 $195,089 D/D (3,894) 1,329,599 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   •       •      –    2010-08-27 4 S $8.91 $202,175 D/D (22,701) 696,302 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2022-08-19 4 B $10.73 $214,660 I/I 20,000 223,738 2.66 %
UPLD Upland Software, Inc. CEO   •       •       •   2017-12-16 4 D $22.00 $226,094 D/D (10,277) 1,811,941 0 -
PRFT Perficient Inc CEO   •       •      –    2004-04-02 4 AS $4.50 $227,839 I/I (50,550) 341,242 -
PRFT Perficient Inc CEO   •       •      –    2008-11-19 4 A $2.57 $241,370 D/D 93,944 787,033 0 -
PRFT Perficient Inc CEO   •       •      –    2008-11-19 4/A B $2.57 $241,370 D/D 93,944 787,033 2.81 -
PRFT Perficient Inc CEO   •       •      –    2005-11-08 4 S $7.86 $249,102 D/D (31,700) 548,964 -
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   •       •      –    2009-12-08 4 S $8.34 $250,197 D/D (30,000) 723,486 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2017-12-13 4 AS $21.71 $261,943 D/D (12,064) 1,822,218 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-06-01 4 AS $10.51 $262,725 D/D (25,000) 714,486 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   •       •      –    2018-11-15 4 AS $30.00 $280,950 I/I (9,365) 173,738 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2018-03-19 4 AS $28.24 $282,425 I/I (10,000) 233,738 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-05-12 4 AS $11.55 $288,853 D/D (25,000) 714,486 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   •       •       •   2018-01-09 4 AS $22.03 $305,004 D/D (13,847) 1,744,441 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2020-03-16 4 D $22.61 $309,033 D/D (13,668) 1,724,719 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