Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Upland Software, Inc. | 191,437 | reported | 27 Oct 2025 | tx 25+255,167−125,600 |
| PERFICIENT INC | 39,004 | reported | 11 Jun 2013 | tx 26+39,004−300,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Oct 2025 | GRANT_AWARD | Upland Software, Inc. | 25,000 | 0.00 USD | |
| 04 Nov 2024 | GRANT_AWARD | Upland Software, Inc. | 25,000 | 0.00 USD | |
| 31 Jul 2023 | GRANT_AWARD | Upland Software, Inc. | 62,816 | 0.00 USD | |
| 01 Aug 2022 | GRANT_AWARD | Upland Software, Inc. | 17,830 | 0.00 USD | |
| 02 Aug 2021 | GRANT_AWARD | Upland Software, Inc. | 6,051 | 0.00 USD | |
| 01 Mar 2021 | SALE | Upland Software, Inc. | 10,000 | 50.17 USD | |
| 01 Mar 2021 | SALE | Upland Software, Inc. | 100 | 51.05 USD | anomaly |
| 01 Mar 2021 | SALE | Upland Software, Inc. | 9,900 | 50.04 USD | |
| 17 Aug 2020 | PURCHASE | Upland Software, Inc. | 10,000 | 33.72 USD | first after silence |
| 03 Aug 2020 | GRANT_AWARD | Upland Software, Inc. | 4,567 | 0.00 USD | |
| 31 Dec 2019 | GIFT | Upland Software, Inc. | 300 | 0.00 USD | |
| 13 Jan 2020 | GIFT | Upland Software, Inc. | 300 | 0.00 USD | |
| 23 Aug 2019 | SALE | Upland Software, Inc. | 5,000 | 42.74 USD | |
| 22 Aug 2019 | SALE | Upland Software, Inc. | 15,000 | 42.83 USD | |
| 05 Aug 2019 | GRANT_AWARD | Upland Software, Inc. | 1,188 | 0.00 USD | |
| 06 Aug 2018 | GRANT_AWARD | Upland Software, Inc. | 4,378 | 0.00 USD | deriv |
| 16 Jul 2018 | SALE | Upland Software, Inc. | 20,000 | 34.96 USD | |
| 15 Jun 2018 | SALE | Upland Software, Inc. | 35,021 | 35.21 USD | |
| 18 Jun 2018 | SALE | Upland Software, Inc. | 4,979 | 36.06 USD | |
| 08 Aug 2017 | GRANT_AWARD | Upland Software, Inc. | 6,525 | 0.00 USD | deriv |
| 15 Sept 2017 | SALE | Upland Software, Inc. | 25,000 | 21.43 USD | |
| 16 Nov 2016 | PURCHASE | Upland Software, Inc. | 10,000 | 8.59 USD | first after silence |
| 08 Aug 2016 | GRANT_AWARD | Upland Software, Inc. | 38,717 | 0.00 USD | deriv |
| 11 Jun 2013 | GRANT_AWARD | PERFICIENT INC | 5,000 | 0.00 USD | |
| 11 Jun 2013 | PURCHASE | PERFICIENT INC | 5,000 | 13.35 USD |
2 purchases reported after at least 12 months of silence — most recent on 17 Aug 2020.