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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 02-Aug-23 4:26 PM View:  | Upland Software, Inc. (UPLD) | 31-Jul-23 | Grant | 62,816 | -- | -- | 80% 78.62K to 141.44K | |
| 02-Aug-22 5:20 PM View: | Upland Software, Inc. (UPLD) | 01-Aug-22 | Grant | 17,830 | -- | -- | 29% 60.79K to 78.62K | |
| 03-Mar-21 4:07 PM View: | Upland Software, Inc. (UPLD) | 01-Mar-21 | Market Sale (Planned) | 10,000 | $50.05 | $500,516.00 | (13%) 74.74K to 64.74K | < 1% |
| 03-Mar-21 4:07 PM View: | Upland Software, Inc. (UPLD) | 01-Mar-21 | Market Sale (Planned) | 10,000 | $50.17 | $501,653.00 | (15%) 64.74K to 54.74K | < 1% |
| 18-Aug-20 9:06 AM View: | Upland Software, Inc. (UPLD) | 17-Aug-20 | Market Purchase | 10,000 | $33.72 | $337,237.00 | 15% 64.74K to 74.74K | 38% |
| 05-Aug-20 4:08 PM View: | Upland Software, Inc. (UPLD) | 03-Aug-20 | Grant | 4,567 | -- | -- | 8% 60.17K to 64.74K | |
| 06-Feb-20 10:00 PM View: | Upland Software, Inc. (UPLD) | 13-Jan-20 | Gift | 300 | -- | -- | (< 1%) 60.47K to 60.17K | |
| 06-Feb-20 10:00 PM View: | Upland Software, Inc. (UPLD) | 31-Dec-19 | Gift | 300 | -- | -- | (< 1%) 60.77K to 60.47K | |
| 26-Aug-19 4:10 PM View: | Upland Software, Inc. (UPLD) | 23-Aug-19 | Market Sale | 5,000 | $42.74 | $213,710.00 | (8%) 65.77K to 60.77K | (9%) |
| 26-Aug-19 4:10 PM View: | Upland Software, Inc. (UPLD) | 22-Aug-19 | Market Sale | 15,000 | $42.83 | $642,514.00 | (19%) 80.77K to 65.77K | (9%) |
| 07-Aug-19 4:23 PM View: | Upland Software, Inc. (UPLD) | 05-Aug-19 | Grant | 1,188 | -- | -- | 1% 79.58K to 80.77K | |
| 18-Jul-18 6:34 PM View: | Upland Software, Inc. (UPLD) | 16-Jul-18 | Market Sale (Planned) | 20,000 | $34.96 | $699,160.00 | (15%) 132.5K to 112.5K | (33%) |
| 19-Jun-18 5:28 PM View: | Upland Software, Inc. (UPLD) | 18-Jun-18 | Market Sale (Planned) | 4,979 | $36.06 | $179,559.00 | (4%) 128.48K to 123.5K | (29%) |
| 19-Jun-18 5:28 PM View: | Upland Software, Inc. (UPLD) | 15-Jun-18 | Market Sale (Planned) | 35,021 | $35.21 | $1,233,150.00 | (21%) 163.5K to 128.48K | (32%) |
| 19-Sep-17 4:55 PM View: | Upland Software, Inc. (UPLD) | 15-Sep-17 | Market Sale | 25,000 | $21.43 | $535,750.00 | (15%) 163.5K to 138.5K | (118%) |
| 18-Nov-16 1:24 PM View: | Upland Software, Inc. (UPLD) | 16-Nov-16 | Market Purchase | 10,000 | $8.59 | $85,900.00 | 7% 153.5K to 163.5K | 420% |
| 13-Jun-13 4:28 PM View: | Perficient Inc. (PRFT) | 11-Jun-13 | Grant | 5,000 | -- | -- | 17% 29.0K to 34.0K | |
| 13-Jun-13 4:28 PM View: | Perficient Inc. (PRFT) | 11-Jun-13 | Market Purchase | 5,000 | $13.35 | $66,755.00 | 15% 34.0K to 39.0K | 101% |
| 29-Nov-12 4:13 PM View: | Perficient Inc. (PRFT) | 29-Nov-12 | Market Sale | 10,000 | $10.76 | $107,570.00 | (26%) 39.0K to 29.0K | (150%) |
| 28-Nov-12 6:11 PM View: | Perficient Inc. (PRFT) | 28-Nov-12 | Market Sale | 53,446 | $10.50 | $560,921.00 | (58%) 92.45K to 39.0K | (156%) |
| 28-Nov-12 6:11 PM View: | Perficient Inc. (PRFT) | 27-Nov-12 | Market Sale | 13,571 | $10.70 | $145,212.00 | (13%) 106.02K to 92.45K | (151%) |
| 28-Nov-12 6:11 PM View: | Perficient Inc. (PRFT) | 26-Nov-12 | Market Sale | 19,683 | $10.78 | $212,181.00 | (16%) 125.7K to 106.02K | (149%) |
| 21-Nov-12 6:15 PM View: | Perficient Inc. (PRFT) | 20-Nov-12 | Market Sale | 17,467 | $10.75 | $187,807.00 | (12%) 143.17K to 125.7K | (150%) |
| 21-Nov-12 6:15 PM View: | Perficient Inc. (PRFT) | 19-Nov-12 | Market Sale | 24,380 | $10.79 | $263,167.00 | (15%) 167.55K to 143.17K | (149%) |
| 19-Nov-12 3:48 PM View: | Perficient Inc. (PRFT) | 15-Nov-12 | Market Sale | 20,031 | $10.57 | $211,754.00 | (11%) 187.58K to 167.55K | (154%) |
| 19-Nov-12 3:48 PM View: | Perficient Inc. (PRFT) | 14-Nov-12 | Market Sale | 2,322 | $10.78 | $25,025.40 | (1%) 189.9K to 187.58K | (149%) |
| 19-Nov-12 3:48 PM View: | Perficient Inc. (PRFT) | 13-Nov-12 | Market Sale | 7,800 | $10.98 | $85,672.90 | (4%) 197.7K to 189.9K | (145%) |
| 19-Nov-12 3:48 PM View: | Perficient Inc. (PRFT) | 09-Nov-12 | Market Sale | 8,700 | $11.27 | $98,068.10 | (4%) 206.4K to 197.7K | (138%) |
| 19-Nov-12 3:48 PM View: | Perficient Inc. (PRFT) | 08-Nov-12 | Market Sale | 16,600 | $11.41 | $189,409.00 | (7%) 223.0K to 206.4K | (135%) |
| 05-Nov-12 4:31 PM View: | Perficient Inc. (PRFT) | 01-Nov-12 | Grant | 1,660 | -- | -- | < 1% 221.34K to 223.0K | |
| 07-Mar-12 4:41 PM View: | Perficient Inc. (PRFT) | 06-Mar-12 | Market Sale | 16,000 | $11.83 | $189,280.00 | (7%) 237.34K to 221.34K | (127%) |
| 14-Nov-11 4:41 PM View: | Perficient Inc. (PRFT) | 10-Nov-11 | Grant | 2,247 | -- | -- | < 1% 235.1K to 237.34K | |
| 03-Mar-11 5:20 PM View: | Perficient Inc. (PRFT) | 02-Mar-11 | Market Sale (Planned) | 10,000 | $11.98 | $119,829.00 | (4%) 245.1K to 235.1K | (124%) |
| 03-Mar-11 5:20 PM View: | Perficient Inc. (PRFT) | 01-Mar-11 | Market Sale (Planned) | 10,000 | $12.34 | $123,409.00 | (4%) 255.1K to 245.1K | (118%) |
| 03-Feb-11 5:21 PM View: | Perficient Inc. (PRFT) | 02-Feb-11 | Market Sale (Planned) | 10,000 | $12.00 | $119,977.00 | (4%) 265.1K to 255.1K | (124%) |
| 03-Feb-11 5:21 PM View: | Perficient Inc. (PRFT) | 01-Feb-11 | Market Sale (Planned) | 10,000 | $11.79 | $117,942.00 | (4%) 275.1K to 265.1K | (128%) |
| 04-Jan-11 4:14 PM View: | Perficient Inc. (PRFT) | 04-Jan-11 | Market Sale (Planned) | 10,000 | $12.51 | $125,124.00 | (4%) 285.1K to 275.1K | (115%) |
| 04-Jan-11 4:14 PM View: | Perficient Inc. (PRFT) | 03-Jan-11 | Market Sale (Planned) | 10,000 | $12.60 | $126,028.00 | (3%) 295.1K to 285.1K | (113%) |
| 17-Dec-10 4:27 PM View: | Perficient Inc. (PRFT) | 15-Dec-10 | Market Sale | 30,000 | $11.97 | $359,235.00 | (9%) 325.1K to 295.1K | (127%) |
| 18-Nov-10 4:40 PM View: | Perficient Inc. (PRFT) | 16-Nov-10 | Grant | 1,959 | -- | -- | < 1% 323.14K to 325.1K | |
| 05-Nov-09 4:39 PM View: | Perficient Inc. (PRFT) | 03-Nov-09 | Grant | 2,476 | -- | -- | < 1% 320.66K to 323.14K | |
| 24-Mar-09 4:17 PM View: | Perficient Inc. (PRFT) | 20-Mar-09 | Grant | 20,662 | -- | -- | 7% 300.0K to 320.66K |