| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
259 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
• • • |
2017-12-11 |
4 |
AS |
$22.39 |
$641,618 |
D/D |
(28,654) |
1,861,064 |
0 |
- |
|
| 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 |
CEO |
• • – |
2007-04-05 |
4 |
AS |
$22.55 |
$1,864,760 |
D/D |
(82,474) |
459,862 |
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 |
• • – |
2020-03-16 |
4 |
D |
$22.61 |
$309,033 |
D/D |
(13,668) |
1,724,719 |
0 |
- |
|
| PRFT |
Perficient Inc |
CEO |
• • – |
2007-04-09 |
4 |
AS |
$23.00 |
$127,098 |
D/D |
(5,526) |
454,336 |
0 |
- |
|
| PRFT |
Perficient Inc |
CEO |
• • – |
2007-08-09 |
4 |
AS |
$23.91 |
$2,394,990 |
D/D |
(100,000) |
454,336 |
0 |
- |
|
| PRFT |
Perficient Inc |
CEO |
• • – |
2007-09-18 |
4 |
AS |
$24.50 |
$457,293 |
D/D |
(18,665) |
484,681 |
0 |
- |
|
| PRFT |
Perficient Inc |
CEO |
• • – |
2007-09-19 |
4 |
AS |
$24.50 |
$1,357,561 |
D/D |
(55,405) |
484,681 |
0 |
- |
|
| PRFT |
Perficient Inc |
CEO |
• • – |
2007-09-20 |
4 |
AS |
$24.50 |
$15,925 |
D/D |
(650) |
484,681 |
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 |
• • • |
2018-04-16 |
4 |
AS |
$27.70 |
$1,108,832 |
I/I |
(40,000) |
193,738 |
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 |
• • • |
2018-03-19 |
4 |
AS |
$28.24 |
$282,425 |
I/I |
(10,000) |
233,738 |
0 |
- |
|
| 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 |
• • • |
2018-03-16 |
4 |
D |
$28.62 |
$135,516 |
D/D |
(4,735) |
1,622,206 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • • |
2018-03-29 |
4 |
D |
$28.79 |
$166,550 |
D/D |
(5,785) |
1,794,421 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • • |
2018-03-29 |
4 |
A |
$28.79 |
$5,124,620 |
D/D |
178,000 |
1,800,206 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-05-09 |
4 |
D |
$29.26 |
$1,967,823 |
D/D |
(67,253) |
1,727,168 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-11-14 |
4 |
AS |
$30.00 |
$33,900 |
I/I |
(1,130) |
183,103 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-11-15 |
4 |
AS |
$30.00 |
$280,950 |
I/I |
(9,365) |
173,738 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2019-01-18 |
4 |
AS |
$30.00 |
$600,000 |
I/I |
(20,000) |
153,738 |
0 |
- |
|
| UPLD |
Upland Software, Inc. |
CEO |
• • – |
2018-11-12 |
4 |
AS |
$30.37 |
$289,883 |
I/I |
(9,505) |
184,233 |
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 |
• • – |
2020-06-18 |
4 |
AS |
$34.15 |
$275,317 |
D/D |
(8,062) |
1,710,821 |
0 |
% |
|
259 Records found
|
|
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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