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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
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   •       •      –    2019-12-16 4 D $36.22 $774,311 D/D (21,378) 1,672,090 0 -
PRFT Perficient Inc CEO   •       •      –    2008-11-26 4 B $2.86 $63,221 D/D 22,100 815,615 2.81 -
UPLD Upland Software, Inc. CEO   •       •       •   2018-02-14 4 AS $22.46 $498,528 D/D (22,200) 1,722,241 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-08-27 4 S $8.91 $202,175 D/D (22,701) 696,302 0 -
PRFT Perficient Inc CEO   •       •      –    2007-09-21 4 OE $2.28 $56,170 D/D 24,636 509,317 0 -
PRFT Perficient Inc CEO   •       •      –    2007-09-21 4 AS $24.62 $606,657 D/D (24,636) 484,681 0 -
PRFT Perficient Inc CEO   •       •      –    2008-12-09 4 B $4.54 $113,483 D/D 25,000 840,615 2.81 -
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   •       •      –    2009-08-10 4 S $7.53 $188,255 D/D (25,000) 1,038,562 0 -
PRFT Perficient Inc CEO   •       •      –    2009-08-12 4 S $7.67 $191,818 D/D (25,000) 1,013,562 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-05-12 4 AS $11.55 $288,853 D/D (25,000) 714,486 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-05-12 4 OE $2.28 $57,000 D/D 25,000 739,486 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-06-01 4 OE $2.28 $57,000 D/D 25,000 739,486 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-06-01 4 AS $10.51 $262,725 D/D (25,000) 714,486 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-10-13 4 OE $2.28 $57,000 D/D 25,000 721,302 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-10-13 4 AS $10.00 $250,000 D/D (25,000) 696,302 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2021-01-25 4 AS $50.04 $1,311,868 D/D (26,219) 1,480,170 0 %
PRFT Perficient Inc Chairman of Board   •       •      –    2009-11-11 4 OE $2.28 $59,839 D/D 26,245 753,486 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   •       •       •   2017-12-12 4 AS $21.92 $586,997 D/D (26,782) 1,834,282 0 -
PRFT Perficient Inc CEO   •       •      –    2008-09-04 4 OE $2.28 $61,104 D/D 26,800 693,089 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2020-10-01 4 AS $38.07 $1,034,840 D/D (27,180) 1,657,037 0 %
PRFT Perficient Inc CEO   •       •      –    2006-10-30 4 OE $1.15 $32,102 D/D 27,915 687,371 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