Last 12 months
Inside the activity.
0 purchase rows · 6 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 1 |
| Aug 2026 | 0 | 5 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 21, 2023 Filed Feb 22, 2023 16:25 UTC |
Miller Paul KennethChief Operating Officer
|
GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001941688-23-000002 · wf-form4_167710109095803.xml · nonDerivative · entry 1 Miller Paul Kenneth · CIK 0001941688 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,934 F1 · shares: Represents restricted stock units vesting in twelve equal quarterly installments starting on March 16, 2023 and ending on December 16, 2025; provided that the participant continues to be a service provider through each such vesting date. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 22:56 UTC |
Hill Michael DouglassCFO & Treasurer
|
GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-004625 · wf-form4_167710656177859.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,870 F1 · shares: Represents restricted stock units vesting in twelve equal quarterly installments starting on March 16, 2023 and ending on December 16, 2025; provided that the participant continues to be a service provider through each such vesting date. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 21:31 UTC |
Gill Kinloch IIICLO and Secretary
|
GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001629817-23-000002 · wf-form4_167710142935186.xml · nonDerivative · entry 1 Gill Kinloch III · CIK 0001629817 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,667 F1 · shares: Represents restricted stock units vesting in twelve equal quarterly installments starting on March 16, 2023 and ending on December 16, 2025; provided that the participant continues to be a service provider through each such vesting date. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 21:20 UTC |
Doman DanChief Product Officer
|
GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001940842-23-000002 · wf-form4_167710080942559.xml · nonDerivative · entry 1 Doman Dan · CIK 0001940842 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,238 F1 · shares: Represents restricted stock units vesting in twelve equal quarterly installments starting on March 16, 2023 and ending on December 16, 2025; provided that the participant continues to be a service provider through each such vesting date. Read SEC document |
| December 19, 2022 Filed Dec 20, 2022 16:11 UTC |
Burk IanChief Business Officer
|
SaleCommon Stock | 6,266 | $7.52 | $47,120.32 |
DisclosureSEC source: 0001940878-22-000014 · wf-form4_167157068555462.xml · nonDerivative · entry 2 Burk Ian · CIK 0001940878 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,047 F2 · kind: Shares were sold pursuant to shareholder's 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.18 to $7.81, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 21:18 UTC |
MCDONALD JOHN TDirector · CEO
|
Tax withholdingCommon Stock | 10,545 | $7.99 | $84,254.55 |
DisclosureSEC source: 0001094792-22-000028 · wf-form4_167157109814350.xml · nonDerivative · entry 1 MCDONALD JOHN T · CIK 0001094792 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,579,402 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock. This is not an open market sale of securities. F2 · balance_after: Does not include 125,000 shares of common stock held in a trust for the benefit of Mr. McDonald's children of which The Bryn Mawr Trust Company of Delaware is the trustee. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 16:11 UTC |
Burk IanChief Business Officer
|
Tax withholdingCommon Stock | 5,740 | $7.99 | $45,862.60 |
DisclosureSEC source: 0001940878-22-000014 · wf-form4_167157068555462.xml · nonDerivative · entry 1 Burk Ian · CIK 0001940878 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,313 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 16:16 UTC |
Miller Paul KennethChief Operating Officer
|
Tax withholdingCommon Stock | 5,740 | $7.99 | $45,862.60 |
DisclosureSEC source: 0001941688-22-000011 · wf-form4_167157096713935.xml · nonDerivative · entry 1 Miller Paul Kenneth · CIK 0001941688 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,934 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock. This is not an open market sale of securities. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 21:08 UTC |
Hill Michael DouglassCFO & Treasurer
|
Tax withholdingCommon Stock | 9,184 | $7.99 | $73,380.16 |
DisclosureSEC source: 0001289889-22-000015 · wf-form4_167157050790300.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,870 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock. This is not an open market sale of securities. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 21:22 UTC |
Doman DanChief Product Officer
|
Tax withholdingCommon Stock | 3,444 | $7.99 | $27,517.56 |
DisclosureSEC source: 0001940842-22-000011 · wf-form4_167157133285730.xml · nonDerivative · entry 1 Doman Dan · CIK 0001940842 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,238 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock. This is not an open market sale of securities. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 21:10 UTC |
Gill Kinloch IIICLO and Secretary
|
Tax withholdingCommon Stock | 6,724 | $7.99 | $53,724.76 |
DisclosureSEC source: 0001629817-22-000016 · wf-form4_167157060718741.xml · nonDerivative · entry 1 Gill Kinloch III · CIK 0001629817 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,667 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock. This is not an open market sale of securities. Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 16:19 UTC |
Burk IanChief Business Officer
|
Tax withholdingCommon Stock | 2,520 | $8.07 | $20,336.40 |
DisclosureSEC source: 0001940878-22-000012 · wf-form4_166880634812988.xml · nonDerivative · entry 1 Burk Ian · CIK 0001940878 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,053 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock. This is not an open market sale of securities. Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 16:25 UTC |
Miller Paul KennethChief Operating Officer
|
Tax withholdingCommon Stock | 1,800 | $8.07 | $14,526.00 |
DisclosureSEC source: 0001941688-22-000009 · wf-form4_166880669627507.xml · nonDerivative · entry 1 Miller Paul Kenneth · CIK 0001941688 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,674 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock. This is not an open market sale of securities. Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 21:23 UTC |
Doman DanChief Product Officer
|
Tax withholdingCommon Stock | 6,399 | $8.07 | $51,639.93 |
DisclosureSEC source: 0001940842-22-000009 · wf-form4_166880660051047.xml · nonDerivative · entry 1 Doman Dan · CIK 0001940842 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,682 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock. This is not an open market sale of securities. Read SEC document |
| November 07, 2022 Filed Nov 9, 2022 21:02 UTC |
Gill Kinloch IIICLO and Secretary
|
SaleCommon Stock | 8,300 | $7.32 | $60,756.00 |
DisclosureSEC source: 0001629817-22-000014 · wf-form4_166802773977581.xml · nonDerivative · entry 1 Gill Kinloch III · CIK 0001629817 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,391 F1 · kind: Shares were sold pursuant to shareholder's 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.10 to $7.72, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| October 21, 2022 Filed Oct 25, 2022 20:24 UTC |
MCDONALD JOHN TDirector · CEO
|
GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001094792-22-000027 · wf-form4_166672946586493.xml · nonDerivative · entry 1 MCDONALD JOHN T · CIK 0001094792 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,589,947 F1 · shares: Represents restricted stock units vesting in twelve equal quarterly installments starting on Dec 16, 2022 and ending on September 16, 2025; provided that the participant continues to be a service provider through each such vesting date. F2 · balance_after: Does not include 125,000 shares of common stock held in a trust for the benefit of Mr. McDonald's children of which The Bryn Mawr Trust Company of Delaware is the trustee. Read SEC document |
| October 21, 2022 Filed Oct 25, 2022 16:34 UTC |
Burk IanChief Business Officer
|
GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001940878-22-000010 · wf-form4_166673003773089.xml · nonDerivative · entry 1 Burk Ian · CIK 0001940878 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,573 F1 · shares: Represents restricted stock units vesting in twelve equal quarterly installments starting on Dec 16, 2022 and ending on September 16, 2025; provided that the participant continues to be a service provider through each such vesting date. Read SEC document |
| October 21, 2022 Filed Oct 25, 2022 16:28 UTC |
Miller Paul KennethChief Operating Officer
|
GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001941688-22-000007 · wf-form4_166672967432288.xml · nonDerivative · entry 1 Miller Paul Kenneth · CIK 0001941688 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,474 F1 · shares: Represents restricted stock units vesting in twelve equal quarterly installments starting on Dec 16, 2022 and ending on September 16, 2025; provided that the participant continues to be a service provider through each such vesting date. Read SEC document |
| October 21, 2022 Filed Oct 25, 2022 20:20 UTC |
Hill Michael DouglassCFO & Treasurer
|
GrantCommon Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001289889-22-000013 · wf-form4_166672919098185.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,054 F1 · shares: Represents restricted stock units vesting in twelve equal quarterly installments starting on Dec 16, 2022 and ending on September 16, 2025; provided that the participant continues to be a service provider through each such vesting date. Read SEC document |
| October 21, 2022 Filed Oct 25, 2022 20:30 UTC |
Gill Kinloch IIICLO and Secretary
|
GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001629817-22-000012 · wf-form4_166672979816339.xml · nonDerivative · entry 1 Gill Kinloch III · CIK 0001629817 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,691 F1 · shares: Represents restricted stock units vesting in twelve equal quarterly installments starting on Dec 16, 2022 and ending on September 16, 2025; provided that the participant continues to be a service provider through each such vesting date. Read SEC document |
| October 21, 2022 Filed Oct 25, 2022 20:06 UTC |
Doman DanChief Product Officer
|
GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001940842-22-000007 · wf-form4_166672837832367.xml · nonDerivative · entry 1 Doman Dan · CIK 0001940842 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,081 F1 · shares: Represents restricted stock units vesting in twelve equal quarterly installments starting on Dec 16, 2022 and ending on September 16, 2025; provided that the participant continues to be a service provider through each such vesting date. Read SEC document |
| October 13, 2022 Filed Oct 14, 2022 20:08 UTC |
COURTER STEPHEN EDirector
|
SaleCommon Stock | 3,500 | $7.06 | $24,710.00 |
DisclosureSEC source: 0001131058-22-000011 · wf-form4_166577810370860.xml · nonDerivative · entry 2 COURTER STEPHEN E · CIK 0001131058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,864 F1 · kind: Shares were sold pursuant to shareholder's 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.95 to $7.17, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| October 12, 2022 Filed Oct 14, 2022 20:08 UTC |
COURTER STEPHEN EDirector
|
SaleCommon Stock | 3,500 | $7.37 | $25,795.00 |
DisclosureSEC source: 0001131058-22-000011 · wf-form4_166577810370860.xml · nonDerivative · entry 1 COURTER STEPHEN E · CIK 0001131058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,364 F1 · kind: Shares were sold pursuant to shareholder's 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.29 to $7.49, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| September 16, 2022 Filed Sep 20, 2022 20:33 UTC |
MCDONALD JOHN TDirector · CEO
|
Tax withholdingCommon Stock | 7,265 | $9.38 | $68,145.70 |
DisclosureSEC source: 0001094792-22-000021 · wf-form4_166370599687355.xml · nonDerivative · entry 1 MCDONALD JOHN T · CIK 0001094792 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,489,947 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. F2 · balance_after: Does not include 125,000 shares of common stock held in a trust for the benefit of Mr. McDonald's children of which The Bryn Mawr Trust Company of Delaware is the trustee. Read SEC document |
| September 16, 2022 Filed Sep 20, 2022 16:30 UTC |
Burk IanChief Business Officer
|
Tax withholdingCommon Stock | 508 | $9.38 | $4,765.04 |
DisclosureSEC source: 0001940878-22-000008 · wf-form4_166370580298906.xml · nonDerivative · entry 1 Burk Ian · CIK 0001940878 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,573 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| September 16, 2022 Filed Sep 20, 2022 16:24 UTC |
Miller Paul KennethChief Operating Officer
|
Tax withholdingCommon Stock | 508 | $9.38 | $4,765.04 |
DisclosureSEC source: 0001941688-22-000005 · wf-form4_166370546724700.xml · nonDerivative · entry 1 Miller Paul Kenneth · CIK 0001941688 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,474 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| September 16, 2022 Filed Sep 20, 2022 20:36 UTC |
Hill Michael DouglassCFO & Treasurer
|
Tax withholdingCommon Stock | 6,888 | $9.38 | $64,609.44 |
DisclosureSEC source: 0001289889-22-000010 · wf-form4_166370616068122.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,054 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| September 16, 2022 Filed Sep 20, 2022 20:58 UTC |
Chung David H SDirector
|
GrantCommon Stock | 11,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-025247 · wf-form4_166370748776814.xml · nonDerivative · entry 1 Chung David H S · CIK 0001576150 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,668 F1 · shares: Represents restricted stock units ("RSUs") vesting in 4 equal installments on each of 12/16/2022, 3/16/2023, 6/16/2023 and 9/16/2023, provided Mr. Chung continues to serve as a Director of Upland Software, Inc. (the "Issuer") as of each such date. Upon any subsequent disposition of common stock of the Issuer covered by the RSUs, Mr. Chung will transfer the proceeds from any such disposition to HGGC, LLC or its affiliates ("HGGC") as required by an agreement between Mr. Chung and HGGC. As such, Mr. Chung disclaims all pecuniary interest in the reported securities. Read SEC document |
| September 16, 2022 Filed Sep 20, 2022 20:38 UTC |
Gill Kinloch IIICLO and Secretary
|
Tax withholdingCommon Stock | 1,804 | $9.38 | $16,921.52 |
DisclosureSEC source: 0001629817-22-000010 · wf-form4_166370631103453.xml · nonDerivative · entry 1 Gill Kinloch III · CIK 0001629817 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,691 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| September 16, 2022 Filed Sep 20, 2022 20:27 UTC |
Doman DanChief Product Officer
|
Tax withholdingCommon Stock | 1,804 | $9.38 | $16,921.52 |
DisclosureSEC source: 0001940842-22-000005 · wf-form4_166370563476148.xml · nonDerivative · entry 1 Doman Dan · CIK 0001940842 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,081 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| August 23, 2022 Filed Aug 25, 2022 21:39 UTC |
MCDONALD JOHN TDirector · CEO
|
PurchaseCommon Stock | 10,000 | $11.33 | $113,307.00 |
DisclosureSEC source: 0001094792-22-000019 · wf-form4_166146354712252.xml · nonDerivative · entry 2 MCDONALD JOHN T · CIK 0001094792 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By National Financial Services as Cust FBO J. McDonald RRA Disclosed balance after: 243,738 Read SEC document |
| August 22, 2022 Filed Aug 23, 2022 20:04 UTC |
MCDONALD JOHN TDirector · CEO
|
PurchaseCommon Stock | 10,000 | $10.99 | $109,940.00 |
DisclosureSEC source: 0001094792-22-000017 · wf-form4_166128502696575.xml · nonDerivative · entry 3 MCDONALD JOHN T · CIK 0001094792 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By National Financial Services as Cust FBO J. McDonald RRA Disclosed balance after: 233,738 Read SEC document |
| August 19, 2022 Filed Aug 23, 2022 20:04 UTC |
MCDONALD JOHN TDirector · CEO
|
PurchaseCommon Stock | 20,000 | $10.73 | $214,660.00 |
DisclosureSEC source: 0001094792-22-000017 · wf-form4_166128502696575.xml · nonDerivative · entry 2 MCDONALD JOHN T · CIK 0001094792 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By National Financial Services as Cust FBO J. McDonald RRA Disclosed balance after: 223,738 Read SEC document |
| August 18, 2022 Filed Aug 19, 2022 20:02 UTC |
MCDONALD JOHN TDirector · CEO
|
PurchaseCommon Stock | 10,000 | $11.10 | $111,000.00 |
DisclosureSEC source: 0001094792-22-000015 · wf-form4_166093932130414.xml · nonDerivative · entry 3 MCDONALD JOHN T · CIK 0001094792 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By National Financial Services as Cust FBO J. McDonald RRA Disclosed balance after: 203,738 Read SEC document |
| August 17, 2022 Filed Aug 19, 2022 20:02 UTC |
MCDONALD JOHN TDirector · CEO
|
PurchaseCommon Stock | 10,000 | $11.33 | $113,300.00 |
DisclosureSEC source: 0001094792-22-000015 · wf-form4_166093932130414.xml · nonDerivative · entry 2 MCDONALD JOHN T · CIK 0001094792 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By National Financial Services as Cust FBO J. McDonald RRA Disclosed balance after: 193,738 Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:23 UTC |
MCDONALD JOHN TDirector · CEO
|
PurchaseCommon Stock | 10,000 | $11.22 | $112,200.00 |
DisclosureSEC source: 0001094792-22-000011 · wf-form4_166076777458543.xml · nonDerivative · entry 2 MCDONALD JOHN T · CIK 0001094792 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By National Financial Services as Cust FBO J. McDonald RRA Disclosed balance after: 183,738 Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 20:15 UTC |
MCDONALD JOHN TDirector · CEO
|
PurchaseCommon Stock | 10,000 | $11.39 | $113,900.00 |
DisclosureSEC source: 0001094792-22-000009 · wf-form4_166059390962359.xml · nonDerivative · entry 3 MCDONALD JOHN T · CIK 0001094792 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By National Financial Services as Cust FBO J. McDonald RRA Disclosed balance after: 173,738 Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 20:15 UTC |
MCDONALD JOHN TDirector · CEO
|
PurchaseCommon Stock | 10,000 | $11.23 | $112,300.00 |
DisclosureSEC source: 0001094792-22-000009 · wf-form4_166059390962359.xml · nonDerivative · entry 2 MCDONALD JOHN T · CIK 0001094792 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By National Financial Services as Cust FBO J. McDonald RRA Disclosed balance after: 163,738 Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 16:16 UTC |
Burk IanChief Business Officer
|
SaleCommon Stock | 16,748 | $11.21 | $187,745.08 |
DisclosureSEC source: 0001940878-22-000006 · wf-form4_166024892564159.xml · nonDerivative · entry 1 Burk Ian · CIK 0001940878 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,081 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.09 to $11.45 inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 21:15 UTC |
COURTER STEPHEN EDirector
|
GrantCommon Stock | 17,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001131058-22-000009 · wf-form4_165947486282153.xml · nonDerivative · entry 1 COURTER STEPHEN E · CIK 0001131058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,864 F1 · shares: Represents restricted stock units vesting in 4 equal installments on each of 9/16/2022, 12/16/2022, 3/16/2023 and 6/16/2023. Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 17:17 UTC |
Walsh Teresa MilesDirector
|
GrantCommon Stock | 17,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001805725-22-000005 · wf-form4_165947499124710.xml · nonDerivative · entry 1 Walsh Teresa Miles · CIK 0001805725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,674 F1 · shares: Represents restricted stock units vesting in 4 equal installments on each of 9/16/2022, 12/16/2022, 3/16/2023 and 6/16/2023. Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 17:20 UTC |
MAY DAVIDDirector
|
GrantCommon Stock | 17,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001458635-22-000003 · wf-form4_165947518862346.xml · nonDerivative · entry 1 MAY DAVID · CIK 0001458635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,621 F1 · shares: Represents restricted stock units vesting in 4 equal installments on each of 9/16/2022, 12/16/2022, 3/16/2023 and 6/16/2023. Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 21:22 UTC |
Ross JoeDirector
|
GrantCommon Stock | 17,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001719895-22-000003 · wf-form4_165947532097401.xml · nonDerivative · entry 1 Ross Joe · CIK 0001719895 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,729 F1 · shares: Represents restricted stock units vesting in 4 equal installments on each of 9/16/2022, 12/16/2022, 3/16/2023 and 6/16/2023. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 20:11 UTC |
MCDONALD JOHN TDirector · CEO
|
Tax withholdingCommon Stock | 7,265 | $13.72 | $99,675.80 |
DisclosureSEC source: 0001094792-22-000007 · wf-form4_165584225326757.xml · nonDerivative · entry 1 MCDONALD JOHN T · CIK 0001094792 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,497,212 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. F2 · balance_after: Does not include 125,000 shares of common stock held in a trust for the benefit of Mr. McDonald's children of which The Bryn Mawr Trust Company of Delaware is the trustee. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 20:14 UTC |
Hill Michael DouglassCFO & Treasurer
|
Tax withholdingCommon Stock | 6,888 | $13.72 | $94,503.36 |
DisclosureSEC source: 0001289889-22-000008 · wf-form4_165584241041889.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,942 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 20:07 UTC |
Gill Kinloch IIIEVP, CLO and Secretary
|
Tax withholdingCommon Stock | 1,804 | $13.72 | $24,750.88 |
DisclosureSEC source: 0001629817-22-000008 · wf-form4_165584198631716.xml · nonDerivative · entry 1 Gill Kinloch III · CIK 0001629817 · EVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,495 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 20:04 UTC |
Favaron Rodney CPresident
|
Tax withholdingCommon Stock | 14,757 | $13.72 | $202,466.04 |
DisclosureSEC source: 0001622461-22-000010 · wf-form4_165584183873840.xml · nonDerivative · entry 1 Favaron Rodney C · CIK 0001622461 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,742 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 20:12 UTC |
MCDONALD JOHN TDirector · CEO
|
Tax withholdingCommon Stock | 7,489 | $16.66 | $124,766.74 |
DisclosureSEC source: 0001628280-22-006729 · wf-form4_164763434241147.xml · nonDerivative · entry 1 MCDONALD JOHN T · CIK 0001094792 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,504,477 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. F2 · balance_after: Does not include 125,000 shares of common stock held in a trust for the benefit of Mr. McDonald's children of which The Bryn Mawr Trust Company of Delaware is the trustee. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 20:05 UTC |
Hill Michael DouglassCFO & Treasurer
|
Tax withholdingCommon Stock | 7,145 | $16.66 | $119,035.70 |
DisclosureSEC source: 0001289889-22-000006 · wf-form4_164763388129791.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,830 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 20:17 UTC |
Gill Kinloch IIIEVP, CLO and Secretary
|
Tax withholdingCommon Stock | 2,507 | $16.66 | $41,766.62 |
DisclosureSEC source: 0001629817-22-000006 · wf-form4_164763459877449.xml · nonDerivative · entry 1 Gill Kinloch III · CIK 0001629817 · EVP, CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,299 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.