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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   $56,584,297    

Indirect Value

   $672,532      
Total Shares   2,835,880      
Total Value   $57,256,829      


Perficient Inc $51,721,313 Upland Software, Inc. $4,749,166 Bigcommerce Holdings, Inc. $113,819 Perficient Inc $51,721,313 Upland Software, Inc. $4,749,166 Bigcommerce Holdings, Inc. $113,819
 


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 9 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   •       •      –    2021-02-09 4 AS $50.32 $2,234,007 D/D (44,393) 1,333,493 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2021-02-10 4 AS $50.10 $195,089 D/D (3,894) 1,329,599 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   •       •      –    2021-02-22 4 A $0.00 $0 D/D 61,437 1,376,352 0 -
BIGC Bigcommerce Holdings, Inc...   –       •      –    2021-03-16 4 A $0.00 $0 D/D 123 239 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2021-03-17 4 AS $48.15 $526,146 D/D (10,877) 1,365,475 0 %
BIGC Bigcommerce Holdings, Inc...   –       •      –    2021-05-14 4 A $0.00 $0 D/D 2,613 2,852 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2021-06-18 4 AS $41.12 $424,448 D/D (10,322) 1,355,153 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2021-06-21 4 AS $40.45 $2,063 D/D (51) 1,355,102 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2021-06-30 4 OE $0.00 $0 D/D 135,345 1,490,447 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2021-07-02 4 AS $41.58 $2,192,782 D/D (52,740) 1,437,707 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2021-09-16 4 D $36.94 $372,725 D/D (10,090) 1,428,306 0 -
BIGC Bigcommerce Holdings, Inc...   –       •      –    2021-11-11 4 A $0.00 $0 D/D 342 3,194 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   •       •      –    2022-01-12 4 A $0.00 $0 D/D 93,750 1,511,966 0 -
BIGC Bigcommerce Holdings, Inc...   –       •      –    2022-03-11 4 A $0.00 $0 D/D 310 3,504 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2022-03-16 4 D $16.66 $124,767 D/D (7,489) 1,504,477 0 -
BIGC Bigcommerce Holdings, Inc...   –       •      –    2022-05-17 4 A $0.00 $0 D/D 9,918 13,422 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2022-06-16 4 D $13.72 $99,676 D/D (7,265) 1,497,212 0 -
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   •       •      –    2022-08-12 4 B $11.39 $113,900 I/I 10,000 173,738 2.66 %
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   •       •      –    2022-08-17 4 B $11.33 $113,300 I/I 10,000 193,738 2.66 %
UPLD Upland Software, Inc. CEO   •       •      –    2022-08-18 4 B $11.10 $111,000 I/I 10,000 203,738 2.66 %
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
  1   2   3   4   5   6   7   8   9  10   11      
  Page 9 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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