Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPWORK, INCUPWK · Entity 4876 | Chief Financial Officer | November 18, 2022 | November 22, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UPWORK, INC
Report date November 18, 2022 · Filed November 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 97,264 |
Ending reported balance
After 2022-11-21 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2022-11-18 · Exercise / conversion · Acquired 17,146 · Balance 101,255 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Row 2 · 2022-11-18 · Exercise / conversion · Acquired 732 · Balance 101,987 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Row 3 · 2022-11-18 · Exercise / conversion · Acquired 1,472 · Balance 103,459 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Row 4 · 2022-11-18 · Exercise / conversion · Acquired 7,135 · Balance 110,594 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Row 5 · 2022-11-18 · Exercise / conversion · Acquired 3,042 · Balance 113,636 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Row 6 · 2022-11-21 · Sale · Disposed 16,372 · Balance 97,264 F2: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.67 to $12.35 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Restricted Stock Units (RSU)SEC Table II · derivative / convertible security | Direct | 120,028 |
Reported balance
After 2022-11-18 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-11-18 · Exercise / conversion · Disposed 17,146 · Balance 120,028 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F4: Pursuant to the Transition and Separation Agreement entered into by and between the Issuer and the Reporting Person dated as of September 21, 2022, 17,146 of the shares initially subject to the restricted stock unit award granted to the Reporting Person on August 4, 2020 accelerated and became fully vested as of November 18, 2022. |
| Restricted Stock Units (RSU)SEC Table II · derivative / convertible security | Direct | 6,592 |
Reported balance
After 2022-11-18 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-11-18 · Exercise / conversion · Disposed 732 · Balance 6,592 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F5: The RSUs vest 25% on February 18, 2022, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date. |
| Restricted Stock Units (RSU)SEC Table II · derivative / convertible security | Direct | 13,247 |
Reported balance
After 2022-11-18 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2022-11-18 · Exercise / conversion · Disposed 1,472 · Balance 13,247 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F6: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. |
| Restricted Stock Units (RSU)SEC Table II · derivative / convertible security | Direct | 92,751 |
Reported balance
After 2022-11-18 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2022-11-18 · Exercise / conversion · Disposed 7,135 · Balance 92,751 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F7: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2022, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. |
| Restricted Stock Units (RSU)SEC Table II · derivative / convertible security | Direct | 9,129 |
Reported balance
After 2022-11-18 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2022-11-18 · Exercise / conversion · Disposed 3,042 · Balance 9,129 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F8: The RSUs vest in equal quarterly installments on each quarterly anniversary, beginning on November 18, 2022 over four quarters of continuous service, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.
F2: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.
F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.67 to $12.35 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: Pursuant to the Transition and Separation Agreement entered into by and between the Issuer and the Reporting Person dated as of September 21, 2022, 17,146 of the shares initially subject to the restricted stock unit award granted to the Reporting Person on August 4, 2020 accelerated and became fully vested as of November 18, 2022.
F5: The RSUs vest 25% on February 18, 2022, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date.
F6: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.
F7: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2022, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.
F8: The RSUs vest in equal quarterly installments on each quarterly anniversary, beginning on November 18, 2022 over four quarters of continuous service, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 21, 2022 Filed Nov 22, 2022 20:02 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 16,372 | $12.06 | $197,526.54 |
DisclosureSEC source: 0001209191-22-058537 · doc4.xml · nonDerivative · entry 6 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,264 F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.67 to $12.35 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 20:02 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 3,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058537 · doc4.xml · derivative · entry 11 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,129 Underlying: Common Stock · 3,042 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F8 · derivative.exercise_date: The RSUs vest in equal quarterly installments on each quarterly anniversary, beginning on November 18, 2022 over four quarters of continuous service, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F8 · derivative.expiration_date: The RSUs vest in equal quarterly installments on each quarterly anniversary, beginning on November 18, 2022 over four quarters of continuous service, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 20:02 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 7,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058537 · doc4.xml · derivative · entry 10 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,751 Underlying: Common Stock · 7,135 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F7 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2022, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F7 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2022, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 20:02 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 1,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058537 · doc4.xml · derivative · entry 9 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,247 Underlying: Common Stock · 1,472 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F6 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F6 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 20:02 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 732 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058537 · doc4.xml · derivative · entry 8 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,592 Underlying: Common Stock · 732 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The RSUs vest 25% on February 18, 2022, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date. F5 · derivative.expiration_date: The RSUs vest 25% on February 18, 2022, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 20:02 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 17,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058537 · doc4.xml · derivative · entry 7 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,028 Underlying: Common Stock · 17,146 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F4 · shares: Pursuant to the Transition and Separation Agreement entered into by and between the Issuer and the Reporting Person dated as of September 21, 2022, 17,146 of the shares initially subject to the restricted stock unit award granted to the Reporting Person on August 4, 2020 accelerated and became fully vested as of November 18, 2022. F4 · derivative.exercise_date: Pursuant to the Transition and Separation Agreement entered into by and between the Issuer and the Reporting Person dated as of September 21, 2022, 17,146 of the shares initially subject to the restricted stock unit award granted to the Reporting Person on August 4, 2020 accelerated and became fully vested as of November 18, 2022. F4 · derivative.expiration_date: Pursuant to the Transition and Separation Agreement entered into by and between the Issuer and the Reporting Person dated as of September 21, 2022, 17,146 of the shares initially subject to the restricted stock unit award granted to the Reporting Person on August 4, 2020 accelerated and became fully vested as of November 18, 2022. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 20:02 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 3,042 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-058537 · doc4.xml · nonDerivative · entry 5 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,636 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 20:02 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 7,135 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-058537 · doc4.xml · nonDerivative · entry 4 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,594 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 20:02 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 1,472 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-058537 · doc4.xml · nonDerivative · entry 3 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,459 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 20:02 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 732 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-058537 · doc4.xml · nonDerivative · entry 2 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,987 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 20:02 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 17,146 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-058537 · doc4.xml · nonDerivative · entry 1 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,255 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| September 29, 2022 Filed Oct 3, 2022 19:29 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 137,174 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-051978 · doc4.xml · derivative · entry 3 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,174 Underlying: Common Stock · 137,174 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F4 · shares: Pursuant to the Transition and Separation Agreement entered into by and between the Issuer and the Reporting Person dated as of September 21, 2022, 137,174 of the shares initially subject to the restricted stock unit award granted to the Reporting Person on August 4, 2020 accelerated and became fully vested as of September 29, 2022. F4 · derivative.exercise_date: Pursuant to the Transition and Separation Agreement entered into by and between the Issuer and the Reporting Person dated as of September 21, 2022, 137,174 of the shares initially subject to the restricted stock unit award granted to the Reporting Person on August 4, 2020 accelerated and became fully vested as of September 29, 2022. F4 · derivative.expiration_date: Pursuant to the Transition and Separation Agreement entered into by and between the Issuer and the Reporting Person dated as of September 21, 2022, 137,174 of the shares initially subject to the restricted stock unit award granted to the Reporting Person on August 4, 2020 accelerated and became fully vested as of September 29, 2022. Read SEC document |
| September 29, 2022 Filed Oct 3, 2022 19:29 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 71,753 | $13.82 | $991,404.03 |
DisclosureSEC source: 0001209191-22-051978 · doc4.xml · nonDerivative · entry 2 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,109 F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.63 to $14.08 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 29, 2022 Filed Oct 3, 2022 19:29 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 137,174 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-051978 · doc4.xml · nonDerivative · entry 1 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,862 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| August 18, 2022 Filed Aug 22, 2022 19:29 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 7,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-047087 · doc4.xml · derivative · entry 8 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,886 Underlying: Common Stock · 7,135 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F7 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2022, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F7 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2022, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| August 18, 2022 Filed Aug 22, 2022 19:29 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 1,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-047087 · doc4.xml · derivative · entry 7 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,719 Underlying: Common Stock · 1,471 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F6 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F6 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| August 18, 2022 Filed Aug 22, 2022 19:29 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 732 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-047087 · doc4.xml · derivative · entry 6 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,324 Underlying: Common Stock · 732 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The RSUs vest 25% on February 18, 2022, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date. F5 · derivative.expiration_date: The RSUs vest 25% on February 18, 2022, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date. Read SEC document |
| August 18, 2022 Filed Aug 22, 2022 19:29 UTC | UPWORK, INC UPWK · Entity 4876 | GrantRestricted Stock Units (RSU) · Derivative | 12,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-047087 · doc4.xml · derivative · entry 5 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,171 Underlying: Common Stock · 12,171 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The RSUs vest in equal quarterly installments on each quarterly anniversary, beginning on November 18, 2022 over four quarters of continuous service, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F4 · derivative.expiration_date: The RSUs vest in equal quarterly installments on each quarterly anniversary, beginning on November 18, 2022 over four quarters of continuous service, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| August 18, 2022 Filed Aug 22, 2022 19:29 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 4,078 | $18.54 | $75,610.20 |
DisclosureSEC source: 0001209191-22-047087 · doc4.xml · nonDerivative · entry 4 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,688 F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.43 to $18.59 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 18, 2022 Filed Aug 22, 2022 19:29 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 7,135 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-047087 · doc4.xml · nonDerivative · entry 3 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,766 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| August 18, 2022 Filed Aug 22, 2022 19:29 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 1,471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-047087 · doc4.xml · nonDerivative · entry 2 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,631 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| August 18, 2022 Filed Aug 22, 2022 19:29 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 732 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-047087 · doc4.xml · nonDerivative · entry 1 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,160 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| May 18, 2022 Filed May 20, 2022 19:04 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 7,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-031155 · doc4.xml · derivative · entry 7 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,021 Underlying: Common Stock · 7,134 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F7 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2022, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F7 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2022, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| May 18, 2022 Filed May 20, 2022 19:04 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 1,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-031155 · doc4.xml · derivative · entry 6 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,190 Underlying: Common Stock · 1,472 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F6 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F6 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| May 18, 2022 Filed May 20, 2022 19:04 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 732 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-031155 · doc4.xml · derivative · entry 5 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,056 Underlying: Common Stock · 732 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The RSUs vest 25% on February 18, 2022, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date. F5 · derivative.expiration_date: The RSUs vest 25% on February 18, 2022, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date. Read SEC document |
| May 18, 2022 Filed May 20, 2022 19:04 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 3,508 | $16.07 | $56,362.69 |
DisclosureSEC source: 0001209191-22-031155 · doc4.xml · nonDerivative · entry 4 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,428 F3 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.94 to $16.31 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 18, 2022 Filed May 20, 2022 19:04 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 7,134 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-031155 · doc4.xml · nonDerivative · entry 3 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,936 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| May 18, 2022 Filed May 20, 2022 19:04 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 1,472 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-031155 · doc4.xml · nonDerivative · entry 2 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,802 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| May 18, 2022 Filed May 20, 2022 19:04 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 732 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-031155 · doc4.xml · nonDerivative · entry 1 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,330 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · balance_after: Includes 810 shares acquired under the Issuer's employee stock purchase plan on May 13, 2022. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 19:04 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 1,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012391 · doc4.xml · derivative · entry 5 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,662 Underlying: Common Stock · 1,472 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F5 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 19:04 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 2,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012391 · doc4.xml · derivative · entry 4 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,788 Underlying: Common Stock · 2,927 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The RSUs vest 25% on February 18, 2022, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date. F4 · derivative.expiration_date: The RSUs vest 25% on February 18, 2022, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 19:04 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 1,661 | $24.42 | $40,553.48 |
DisclosureSEC source: 0001209191-22-012391 · doc4.xml · nonDerivative · entry 3 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,788 F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.17 to $24.66 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 19:04 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 1,472 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-012391 · doc4.xml · nonDerivative · entry 2 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,449 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 19:04 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 2,927 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-012391 · doc4.xml · nonDerivative · entry 1 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,977 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 18, 2022 Filed Feb 24, 2022 19:05 UTC Amendment | UPWORK, INC UPWK · Entity 4876 | GrantRestricted Stock Units (RSU) · Derivative | 114,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012815 · doc4a.xml · derivative · entry 1 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,155 Underlying: Common Stock · 114,155 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2022, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F2 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2022, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| February 04, 2022 Filed Feb 8, 2022 19:05 UTC | UPWORK, INC UPWK · Entity 4876 | GrantRestricted Stock Units (RSU) · Derivative | 11,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007842 · doc4.xml · derivative · entry 1 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,715 Underlying: Common Stock · 11,715 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs vest 25% on February 18, 2022, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date. F2 · derivative.expiration_date: The RSUs vest 25% on February 18, 2022, and then 6.25% of the total shares vest on each quarterly anniversary thereafter, subject to the Reporting Person's continued employment with the Issuer on each vesting date. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 20:23 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 1,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066262 · doc4.xml · derivative · entry 3 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,134 Underlying: Common Stock · 1,472 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F5 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 20:23 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 935 | $42.21 | $39,464.29 |
DisclosureSEC source: 0001209191-21-066262 · doc4.xml · nonDerivative · entry 2 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 F3 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.04 to $42.53 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 20:23 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 1,472 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-066262 · doc4.xml · nonDerivative · entry 1 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,985 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · balance_after: Includes 445 shares acquired under the Issuer's employee stock purchase plan on November 12, 2021. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 19:18 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 1,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052856 · doc4.xml · derivative · entry 4 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,606 Underlying: Common Stock · 1,472 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F5 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 19:18 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 31 | $41.38 | $1,282.84 |
DisclosureSEC source: 0001209191-21-052856 · doc4.xml · nonDerivative · entry 3 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,068 F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.3711 to $41.395 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 19:18 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 495 | $40.73 | $20,163.23 |
DisclosureSEC source: 0001209191-21-052856 · doc4.xml · nonDerivative · entry 2 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,099 F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.37 to $41.36 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 19:18 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 1,472 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-052856 · doc4.xml · nonDerivative · entry 1 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,594 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| May 18, 2021 Filed May 20, 2021 19:14 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 1,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-034619 · doc4.xml · derivative · entry 3 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,078 Underlying: Common Stock · 1,471 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F5 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| May 18, 2021 Filed May 20, 2021 19:14 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 525 | $40.32 | $21,168.00 |
DisclosureSEC source: 0001209191-21-034619 · doc4.xml · nonDerivative · entry 2 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,122 F3 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.10 to $40.90 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 18, 2021 Filed May 20, 2021 19:14 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 1,471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-034619 · doc4.xml · nonDerivative · entry 1 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,647 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · balance_after: Includes 1,176 shares acquired under the Issuer's employee stock purchase plan on May 14, 2021. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 19:18 UTC | UPWORK, INC UPWK · Entity 4876 | GrantRestricted Stock Units (RSU) · Derivative | 23,549 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012561 · doc4.xml · derivative · entry 1 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,549 Underlying: Common Stock · 23,549 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F2 · derivative.expiration_date: The RSUs vest in equal quarterly installments over four years beginning on May 18, 2021, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| August 04, 2020 Filed Aug 5, 2020 17:05 UTC | UPWORK, INC UPWK · Entity 4876 | GrantRestricted Stock Units (RSUs) · Derivative | 274,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-045176 · doc4.xml · derivative · entry 1 McCombs Jeff · CIK 0001819126 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,348 Underlying: Common Stock · 274,348 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: 75% of the RSUs will vest on August 18, 2023 and and the remainder will vest as to an additional 6.25% of the RSUs on each quarterly anniversary thereafter, subject to, on each vesting date, the Reporting Person's continued employment as Chief Financial Officer with the Issuer through each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person following vesting. F2 · derivative.expiration_date: 75% of the RSUs will vest on August 18, 2023 and and the remainder will vest as to an additional 6.25% of the RSUs on each quarterly anniversary thereafter, subject to, on each vesting date, the Reporting Person's continued employment as Chief Financial Officer with the Issuer through each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person following vesting. 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.