Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PERFICIENT INC | 696,302 | reported | 13 Oct 2010 | tx 245+2,352,749−3,510,603 |
| Commerce.com, Inc. | 13,422 | reported | 17 May 2022 | tx 8+13,422 |
| Upland Software, Inc. | 0 | reported | 30 Apr 2026 | tx 163+5,365,316−3,571,885 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Apr 2026 | GRANT_AWARD | Upland Software, Inc. | 250,000 | 0.00 USD | |
| 30 Apr 2026 | OTHER | Upland Software, Inc. | 250,000 | 0.00 USD | deriv |
| 16 Mar 2026 | TAX_WITHHOLDING | Upland Software, Inc. | 18,605 | 0.54 USD | |
| 16 Dec 2025 | TAX_WITHHOLDING | Upland Software, Inc. | 19,677 | 1.49 USD | |
| 16 Sept 2025 | TAX_WITHHOLDING | Upland Software, Inc. | 22,956 | 2.48 USD | |
| 11 Sept 2025 | SALE | Upland Software, Inc. | 14,438 | 2.36 USD | |
| 16 Jun 2025 | TAX_WITHHOLDING | Upland Software, Inc. | 22,957 | 1.84 USD | |
| 16 Mar 2025 | TAX_WITHHOLDING | Upland Software, Inc. | 24,273 | 3.10 USD | |
| 28 Jan 2025 | GRANT_AWARD | Upland Software, Inc. | 250,000 | 0.00 USD | |
| 28 Jan 2025 | GRANT_AWARD | Upland Software, Inc. | 250,000 | 0.00 USD | deriv |
| 16 Dec 2024 | TAX_WITHHOLDING | Upland Software, Inc. | 17,833 | 4.51 USD | |
| 06 Dec 2024 | EXERCISE | Upland Software, Inc. | 187,500 | 0.00 USD | |
| 06 Dec 2024 | TAX_WITHHOLDING | Upland Software, Inc. | 73,781 | 4.45 USD | |
| 09 Dec 2024 | EXERCISE | Upland Software, Inc. | 125,000 | 0.00 USD | |
| 09 Dec 2024 | TAX_WITHHOLDING | Upland Software, Inc. | 49,188 | 4.89 USD | |
| 10 Dec 2024 | TAX_WITHHOLDING | Upland Software, Inc. | 73,781 | 5.31 USD | |
| 10 Dec 2024 | EXERCISE | Upland Software, Inc. | 187,500 | 0.00 USD | |
| 10 Dec 2024 | EXERCISE | Upland Software, Inc. | 187,500 | 0.00 USD | deriv |
| 09 Dec 2024 | EXERCISE | Upland Software, Inc. | 125,000 | 0.00 USD | deriv |
| 06 Dec 2024 | EXERCISE | Upland Software, Inc. | 187,500 | 0.00 USD | deriv |
| 04 Dec 2024 | TAX_WITHHOLDING | Upland Software, Inc. | 12,297 | 4.00 USD | |
| 03 Dec 2024 | TAX_WITHHOLDING | Upland Software, Inc. | 61,484 | 4.37 USD | |
| 05 Dec 2024 | EXERCISE | Upland Software, Inc. | 62,500 | 0.00 USD | |
| 05 Dec 2024 | TAX_WITHHOLDING | Upland Software, Inc. | 24,594 | 4.32 USD | |
| 04 Dec 2024 | EXERCISE | Upland Software, Inc. | 31,250 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 08 Aug 2024.