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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 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   •       •      –    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 %
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 -

  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