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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   $56,721,261    

Indirect Value

  $698,906      
Total Shares   2,835,880      
Total Value   $57,420,167      


Perficient Inc
 $51,672,571 Upland Software, Inc.
 $4,935,408 Bigcommerce Holdings, Inc.
 $113,282 Perficient Inc
 $51,672,571 Upland Software, Inc.
 $4,935,408 Bigcommerce Holdings, Inc.
 $113,282
 


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   •       •      –    2018-12-16 4 D $28.56 $424,516 D/D (14,864) 1,565,947 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2022-12-16 4 D $7.99 $84,255 D/D (10,545) 1,579,402 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2018-11-16 4 AS $30.75 $25,861 D/D (841) 1,580,811 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2018-10-05 4 AS $37.00 $58,090 D/D (1,570) 1,581,652 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2018-08-17 4 GD $0.00 $0 D/D 3,000 1,583,222 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   •       •      –    2022-10-21 4 A $0.00 $0 D/D 100,000 1,589,947 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   •       •      –    2018-09-07 4 AS $35.22 $986,279 D/D (28,001) 1,614,897 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2018-03-16 4 D $28.62 $135,516 D/D (4,735) 1,622,206 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2018-03-09 4 AS $28.04 $1,402,205 D/D (50,000) 1,626,941 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2023-12-16 4 D $4.61 $53,707 D/D (11,650) 1,631,748 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   •       •      –    2018-09-06 4 AS $35.26 $731,496 D/D (20,744) 1,642,898 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2023-09-16 4 D $3.86 $44,969 D/D (11,650) 1,643,398 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2020-12-09 4 GD $0.00 $0 D/D 3,500 1,653,537 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   •       •      –    2018-09-05 4 AS $34.72 $940,912 D/D (26,663) 1,663,642 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2023-03-16 4 D $4.72 $59,963 D/D (12,704) 1,666,698 0 -
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   •       •       •   2018-02-15 4 AS $22.56 $1,021,914 D/D (45,300) 1,676,941 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2023-02-21 4 A $0.00 $0 D/D 100,000 1,679,402 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   •       •      –    2018-09-04 4 AS $35.90 $950,731 D/D (26,390) 1,690,305 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2019-09-16 4 D $36.02 $592,889 D/D (16,460) 1,693,468 0 -

  259  Records found
  1   2   3   4   5   6   7   8   9  10   11      
  Page 9 of 11  
 
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  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