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 9 of 13
125 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2018-02-16 | UPLD | Sell (S) | −67,500 | -$1.52M | EDGAR |
| 2018-01-10 | UPLD | Sell (S) | −67,500 | -$1.50M | EDGAR |
| 2017-12-19 | UPLD | Tax (F) | −10,277 | -$226.1K | EDGAR |
| 2017-12-13 | UPLD | Sell (S) | −67,500 | -$1.49M | EDGAR |
| 2017-11-22 | UPLD | Sell (S) | −67,500 | -$1.45M | EDGAR |
| 2017-09-19 | UPLD | Tax (F) | −4,943 | -$102.4K | EDGAR |
| 2017-08-17 | UPLD | Gift (G) | −4,000 | $0 | EDGAR |
| 2017-06-20 | UPLD | Tax (F) | −4,946 | -$106.6K | EDGAR |
| 2017-03-31 | UPLD | Mixed | +140,589 | $2.18M | EDGAR |
| 2016-12-19 | UPLD | Tax (F) | −5,252 | -$46.0K | 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.