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
$1.48M
Companies
3
Total Filings
126
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 | 300,463 | $4.94 | $1.48M | -$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 6 of 13
126 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2021-02-04 | UPLD | Sell (S) | −20,668 | -$1.03M | EDGAR |
| 2021-01-29 | UPLD | Sell (S) | −1,700 | -$85.0K | EDGAR |
| 2021-01-25 | UPLD | Mixed | −159,745 | -$1.74M | EDGAR |
| 2020-12-23 | UPLD | Mixed | −17,122 | -$639.1K | EDGAR |
| 2020-12-18 | Commerce.com, Inc. (BIGC) Delisted | Grant (A) | +116 | $0 | EDGAR |
| 2020-10-02 | UPLD | Sell (S) | −27,180 | -$1.03M | EDGAR |
| 2020-09-18 | UPLD | Sell (S) | −13,784 | -$511.0K | EDGAR |
| 2020-08-10 | UPLD | Sell (S) | −12,820 | -$568.1K | EDGAR |
| 2020-06-18 | UPLD | Mixed | −13,898 | -$275.3K | EDGAR |
| 2020-03-18 | UPLD | Tax (F) | −13,668 | -$309.0K | EDGAR |
Form 4 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.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.