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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   •       •      –    2018-09-07 4 AS $35.22 $986,279 D/D (28,001) 1,614,897 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2017-12-11 4 AS $22.39 $641,618 D/D (28,654) 1,861,064 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2009-12-08 4 S $8.34 $250,197 D/D (30,000) 723,486 0 -
PRFT Perficient Inc CEO   •       •      –    2007-09-04 4 OE $2.28 $69,187 D/D 30,345 484,681 0 -
PRFT Perficient Inc Chairman of Board   •       •      –    2010-06-29 4 OE $6.31 $199,989 D/D 31,694 746,180 0 -
PRFT Perficient Inc CEO   •       •      –    2005-11-08 4 S $7.86 $249,102 D/D (31,700) 548,964 -
UPLD Upland Software, Inc. CEO   •       •       •   2017-11-21 4 AS $21.53 $695,347 D/D (32,304) 1,889,718 0 -
PRFT Perficient Inc CEO   •       •      –    2004-04-05 4 AS $4.91 $167,486 I/I (33,561) 307,681 -
PRFT Perficient Inc CEO   •       •      –    2007-10-12 4 OE $1.15 $122,889 D/D 34,313 518,994 0 -
UPLD Upland Software, Inc. CEO   •       •       •   2017-11-20 4 AS $21.44 $754,768 D/D (35,196) 1,922,022 0 -
PRFT Perficient Inc CEO   •       •      –    2005-11-23 4 OE $1.98 $75,933 D/D 38,350 587,314 -
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   •       •      –    2021-02-09 4 AS $50.32 $2,234,007 D/D (44,393) 1,333,493 0 %
UPLD Upland Software, Inc. CEO   •       •       •   2018-02-15 4 AS $22.56 $1,021,914 D/D (45,300) 1,676,941 0 -
PRFT Perficient Inc CEO   •       •      –    2006-10-04 4 OE $0.50 $37,489 D/D 46,095 659,456 0 -
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   •       •       •   2018-03-09 4 AS $28.04 $1,402,205 D/D (50,000) 1,626,941 0 -
PRFT Perficient Inc CEO   •       •      –    2004-04-02 4 AS $4.50 $227,839 I/I (50,550) 341,242 -
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   •       •       •   2018-01-08 4 AS $22.28 $1,195,314 D/D (53,653) 1,758,288 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   •       •      –    2007-09-19 4 OE $2.28 $126,323 D/D 55,405 540,086 0 -
UPLD Upland Software, Inc. CEO   •       •      –    2021-02-22 4 A $0.00 $0 D/D 61,437 1,376,352 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   •       •      –    2021-02-05 4 AS $50.71 $3,398,615 D/D (66,998) 1,390,804 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