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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   •       •       •   2016-04-07 4 A $6.81 $340,500 D/D 50,000 1,835,770 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   •       •      –    2018-09-16 4 D $34.82 $364,617 D/D (10,473) 1,586,222 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2018-06-16 4 D $35.27 $369,383 D/D (10,473) 1,716,695 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2021-09-16 4 D $36.94 $372,725 D/D (10,090) 1,428,306 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   •       •      –    2021-06-18 4 AS $41.12 $424,448 D/D (10,322) 1,355,153 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2018-12-16 4 D $28.56 $424,516 D/D (14,864) 1,565,947 0 -
PRFT Perficient Inc CEO   •       •      –    2007-09-18 4 AS $24.50 $457,293 D/D (18,665) 484,681 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2021-03-17 4/A AS $48.15 $492,606 D/D (10,188) 1,366,164 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2018-02-14 4 AS $22.46 $498,528 D/D (22,200) 1,722,241 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   •       •      –    2021-03-17 4 AS $48.15 $526,146 D/D (10,877) 1,365,475 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   •       •       •   2017-12-12 4 AS $21.92 $586,997 D/D (26,782) 1,834,282 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2019-09-16 4 D $36.02 $592,889 D/D (16,460) 1,693,468 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2019-01-18 4 AS $30.00 $600,000 I/I (20,000) 153,738 0 -
PRFT Perficient Inc CEO   •       •      –    2007-09-21 4 AS $24.62 $606,657 D/D (24,636) 484,681 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2019-03-16 4 D $41.43 $606,950 D/D (14,650) 1,731,297 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   •       •       •   2017-12-11 4 AS $22.39 $641,618 D/D (28,654) 1,861,064 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2018-09-10 4 AS $35.29 $642,330 D/D (18,202) 1,596,695 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   •       •      –    2021-02-02 4 AS $50.03 $679,806 D/D (13,588) 1,464,882 0 %
UPLD Upland Software, Inc. CEO   •       •      –    2019-03-16 4/A D $41.43 $685,998 D/D (16,558) 1,729,389 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