JOHN T MCDONALD
CIK 1094792 · CEO · last filed 2026-05-04
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
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Disclosed Exposure
$2.05M
Companies
3
Total Filings
125
Lifetime Open-Market Net
-$39.24M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| UPLD | CEO | 3,004,625 | $0.68 | $2.05M | -$28.63M | 86 | 2026-05-04 |
| Commerce.com, Inc. (BIGC) Delisted | Director | 13,422 | $4.78 | $64.2K | $0 | 6 | 2022-05-19 |
| PERFICIENT INC (PRFT) Delisted | Chairman of Board | 696,302 | $75.96 | $52.89M | -$10.61M | 33 | 2010-10-15 |
Recent Filings · Page 3 of 13
125 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-06-20 | UPLD | Tax (F) | −11,650 | -$41.1K | EDGAR |
| 2023-03-20 | UPLD | Tax (F) | −12,704 | -$60.0K | EDGAR |
| 2023-03-14 | UPLD | Buy (P) | +20,000 | $95.5K | EDGAR |
| 2023-02-22 | UPLD | Grant (A) | +100,000 | $0 | EDGAR |
| 2022-12-20 | UPLD | Tax (F) | −10,545 | -$84.3K | EDGAR |
| 2022-10-25 | UPLD | Grant (A) | +100,000 | $0 | EDGAR |
| 2022-09-20 | UPLD | Tax (F) | −7,265 | -$68.1K | EDGAR |
| 2022-08-25 | UPLD | Buy (P) | +10,000 | $113.3K | EDGAR |
| 2022-08-23 | UPLD | Buy (P) | +30,000 | $324.6K | EDGAR |
| 2022-08-19 | UPLD | Buy (P) | +20,000 | $224.3K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.