| |
| |
|
| 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 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 |
• • – |
2022-08-15 |
4 |
B |
$11.22 |
$112,200 |
I/I |
10,000 |
183,738 |
2.66 |
% |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2022-08-11 |
4 |
B |
$11.23 |
$112,300 |
I/I |
10,000 |
163,738 |
2.66 |
% |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2022-08-17 |
4 |
B |
$11.33 |
$113,300 |
I/I |
10,000 |
193,738 |
2.66 |
% |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2022-08-23 |
4 |
B |
$11.33 |
$113,307 |
I/I |
10,000 |
243,738 |
2.66 |
% |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2022-08-12 |
4 |
B |
$11.39 |
$113,900 |
I/I |
10,000 |
173,738 |
2.66 |
% |
|
| 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 |
• • • |
2014-11-12 |
4 |
B |
$12.00 |
$1,153,848 |
D/D |
96,154 |
1,793,270 |
3.23 |
- |
|
| PRFT |
Perficient Inc |
CEO |
• • – |
2006-08-29 |
4 |
S |
$12.90 |
$1,677,500 |
D/D |
(130,000) |
613,361 |
|
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2022-06-16 |
4 |
D |
$13.72 |
$99,676 |
D/D |
(7,265) |
1,497,212 |
0 |
- |
|
| PRFT |
Perficient Inc |
CEO |
• • – |
2006-09-08 |
4 |
S |
$14.13 |
$1,765,625 |
D/D |
(125,000) |
613,361 |
|
- |
|
| 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 |
- |
|
| PRFT |
Perficient Inc |
CEO |
• • – |
2006-10-09 |
4 |
AS |
$16.00 |
$2,000,000 |
D/D |
(125,000) |
659,456 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2022-03-16 |
4 |
D |
$16.66 |
$124,767 |
D/D |
(7,489) |
1,504,477 |
0 |
- |
|
| PRFT |
Perficient Inc |
CEO |
• • – |
2006-12-01 |
4 |
S |
$17.45 |
$5,677,413 |
D/D |
(324,565) |
362,701 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2021-12-16 |
4 |
D |
$18.11 |
$182,730 |
D/D |
(10,090) |
1,418,216 |
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 |
• • • |
2017-06-16 |
4 |
D |
$21.55 |
$106,586 |
D/D |
(4,946) |
1,966,161 |
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 |
• • • |
2017-12-12 |
4 |
AS |
$21.92 |
$586,997 |
D/D |
(26,782) |
1,834,282 |
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 |
• • • |
2018-01-09 |
4 |
AS |
$22.03 |
$305,004 |
D/D |
(13,847) |
1,744,441 |
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
|
|
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 |
| |
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