Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPWORK, INCUPWK · Entity 4876 | Chief Financial Officer | September 18, 2026 | September 22, 2026 |
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 September 18, 2026 · Filed September 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 373,586 |
Ending reported balance
After 2026-09-18 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-09-18 · Exercise / conversion · Acquired 8,433 · Balance 373,222 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Row 2 · 2026-09-18 · Exercise / conversion · Acquired 9,700 · Balance 382,922 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Row 3 · 2026-09-18 · Sale · Disposed 9,336 · Balance 373,586 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 $8.315 to $8.52 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 UnitsSEC Table II · derivative / convertible security | Direct | 50,598 |
Reported balance
After 2026-09-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-18 · Exercise / conversion · Disposed 8,433 · Balance 50,598 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F4: The RSUs vest in equal quarterly installments over four years beginning on June 18, 2024, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 96,997 |
Reported balance
After 2026-09-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-09-18 · Exercise / conversion · Disposed 9,700 · Balance 96,997 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F5: The RSUs vest in equal quarterly installments over four years beginning on June 18, 2025, 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 $8.315 to $8.52 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: The RSUs vest in equal quarterly installments over four years beginning on June 18, 2024, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date.
F5: The RSUs vest in equal quarterly installments over four years beginning on June 18, 2025, 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 |
|---|---|---|---|---|---|---|
| June 18, 2025 Filed Jun 23, 2025 23:23 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 9,267 | $13.51 | $125,154.54 |
DisclosureSEC source: 0001562180-25-005004 · primarydocument.xml · nonDerivative · entry 3 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,738 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 $13.24 to $13.73 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 |
| June 18, 2025 Filed Jun 23, 2025 23:23 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 9,699 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-25-005004 · primarydocument.xml · nonDerivative · entry 2 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,005 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 |
| June 18, 2025 Filed Jun 23, 2025 23:23 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 8,433 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-25-005004 · primarydocument.xml · nonDerivative · entry 1 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,306 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 19, 2025 Filed May 20, 2025 01:40 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 19,677 | $16.56 | $325,902.28 |
DisclosureSEC source: 0001562180-25-004025 · primarydocument.xml · nonDerivative · entry 2 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,873 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 $16.5003 to $16.8929 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, 2025 Filed May 20, 2025 01:40 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units · Derivative | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004025 · primarydocument.xml · derivative · entry 3 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 37,500 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 May 18, 2024 and then 1/16th of the total number of shares on each quarterly anniversary thereafter, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F5 · derivative.expiration_date: The RSUs vest 25% on May 18, 2024 and then 1/16th of the total number of shares on each quarterly anniversary thereafter, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| May 18, 2025 Filed May 20, 2025 01:40 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 37,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-25-004025 · primarydocument.xml · nonDerivative · entry 1 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,550 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: Reflects 3,105 shares acquired under the Issuer's employee stock purchase plan on May 14, 2025 Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 23:01 UTC | UPWORK, INC UPWK · Entity 4876 | GrantRestricted Stock Units · Derivative | 155,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002638 · primarydocument.xml · derivative · entry 4 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,195 Underlying: Common Stock · 155,195 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. F5 · derivative.exercise_date: The RSUs vest in equal quarterly installments over four years beginning on June 18, 2025, 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 June 18, 2025, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 23:01 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units · Derivative | 8,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002638 · primarydocument.xml · derivative · entry 3 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,195 Underlying: Common Stock · 8,433 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 in equal quarterly installments over four years beginning on June 18, 2024, 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 over four years beginning on June 18, 2024, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 23:01 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 4,316 | $13.07 | $56,404.94 |
DisclosureSEC source: 0001562180-25-002638 · primarydocument.xml · nonDerivative · entry 2 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,945 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 $12.895 to $13.245 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 |
| March 18, 2025 Filed Mar 20, 2025 23:01 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 8,433 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-25-002638 · primarydocument.xml · nonDerivative · entry 1 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,261 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, 2025 Filed Feb 21, 2025 00:01 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units · Derivative | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001450 · primarydocument.xml · derivative · entry 3 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 337,500 Underlying: Common Stock · 37,500 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 May 18, 2024 and then 1/16th of the total number of shares on each quarterly anniversary thereafter, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F4 · derivative.expiration_date: The RSUs vest 25% on May 18, 2024 and then 1/16th of the total number of shares on each quarterly anniversary thereafter, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| February 18, 2025 Filed Feb 21, 2025 00:01 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 13,765 | $16.15 | $222,310.26 |
DisclosureSEC source: 0001562180-25-001450 · primarydocument.xml · nonDerivative · entry 2 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,828 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 $15.79 to $16.49 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, 2025 Filed Feb 21, 2025 00:01 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 37,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-25-001450 · primarydocument.xml · nonDerivative · entry 1 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,593 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 |
| December 18, 2024 Filed Dec 21, 2024 00:00 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units · Derivative | 8,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-008545 · primarydocument.xml · derivative · entry 3 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,628 Underlying: Common Stock · 8,433 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 in equal quarterly installments over four years beginning on June 18, 2024, 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 over four years beginning on June 18, 2024, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| December 18, 2024 Filed Dec 21, 2024 00:00 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 4,279 | $17.11 | $73,198.29 |
DisclosureSEC source: 0001562180-24-008545 · primarydocument.xml · nonDerivative · entry 2 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,093 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 $16.36 to $18.04 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 |
| December 18, 2024 Filed Dec 21, 2024 00:00 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 8,433 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-008545 · primarydocument.xml · nonDerivative · entry 1 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,372 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, 2024 Filed Nov 21, 2024 00:03 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units · Derivative | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-007850 · primarydocument.xml · derivative · entry 3 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375,000 Underlying: Common Stock · 37,500 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 May 18, 2024 and then 1/16th of the total number of shares on each quarterly anniversary thereafter, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F4 · derivative.expiration_date: The RSUs vest 25% on May 18, 2024 and then 1/16th of the total number of shares on each quarterly anniversary thereafter, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| November 18, 2024 Filed Nov 21, 2024 00:03 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 19,816 | $15.13 | $299,796.26 |
DisclosureSEC source: 0001562180-24-007850 · primarydocument.xml · nonDerivative · entry 2 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,939 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 $14.97 to $15.19 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, 2024 Filed Nov 21, 2024 00:03 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 37,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-007850 · primarydocument.xml · nonDerivative · entry 1 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,755 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 18, 2024 Filed Sep 20, 2024 23:00 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units · Derivative | 8,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006902 · primarydocument.xml · derivative · entry 3 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,061 Underlying: Common Stock · 8,433 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 in equal quarterly installments over four years beginning on June 18, 2024, 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 over four years beginning on June 18, 2024, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| September 18, 2024 Filed Sep 20, 2024 23:00 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 4,491 | $10.57 | $47,474.81 |
DisclosureSEC source: 0001562180-24-006902 · primarydocument.xml · nonDerivative · entry 2 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,255 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 $10.41 to $10.87 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 18, 2024 Filed Sep 20, 2024 23:00 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 8,433 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-006902 · primarydocument.xml · nonDerivative · entry 1 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,746 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 19, 2024 Filed Aug 20, 2024 23:01 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 20,353 | $9.65 | $196,369.81 |
DisclosureSEC source: 0001562180-24-006409 · primarydocument.xml · nonDerivative · entry 2 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,313 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 $9.55 to $9.96 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, 2024 Filed Aug 20, 2024 23:01 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units · Derivative | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006409 · primarydocument.xml · derivative · entry 3 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 412,500 Underlying: Common Stock · 37,500 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 May 18, 2024 and then 1/16th of the total number of shares on each quarterly anniversary thereafter, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F4 · derivative.expiration_date: The RSUs vest 25% on May 18, 2024 and then 1/16th of the total number of shares on each quarterly anniversary thereafter, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| August 18, 2024 Filed Aug 20, 2024 23:01 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 37,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-006409 · primarydocument.xml · nonDerivative · entry 1 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,666 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 |
| June 18, 2024 Filed Jun 22, 2024 00:01 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units · Derivative | 8,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005240 · primarydocument.xml · derivative · entry 3 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,494 Underlying: Common Stock · 8,432 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 in equal quarterly installments over four years beginning on June 18, 2024, 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 over four years beginning on June 18, 2024, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| June 18, 2024 Filed Jun 22, 2024 00:01 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 4,537 | $10.22 | $46,352.26 |
DisclosureSEC source: 0001562180-24-005240 · primarydocument.xml · nonDerivative · entry 2 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,166 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 $10.195 to $10.265 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 |
| June 18, 2024 Filed Jun 22, 2024 00:01 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 8,432 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-005240 · primarydocument.xml · nonDerivative · entry 1 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,703 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 20, 2024 Filed May 21, 2024 23:02 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 69,940 | $11.61 | $811,926.47 |
DisclosureSEC source: 0001562180-24-004295 · primarydocument.xml · nonDerivative · entry 2 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,271 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 $11.54 to $11.815 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, 2024 Filed May 21, 2024 23:02 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units · Derivative | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004295 · primarydocument.xml · derivative · entry 3 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 450,000 Underlying: Common Stock · 150,000 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 May 18, 2024 and then 1/16th of the total number of shares on each quarterly anniversary thereafter, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F5 · derivative.expiration_date: The RSUs vest 25% on May 18, 2024 and then 1/16th of the total number of shares on each quarterly anniversary thereafter, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| May 18, 2024 Filed May 21, 2024 23:02 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 150,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-004295 · primarydocument.xml · nonDerivative · entry 1 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,211 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: Reflects 3,105 shares acquired under the Issuer's employee stock purchase plan on November 14, 2023 and 3,106 shares acquired under the Issuer's employee stock purchase plan on May 14, 2024. Read SEC document |
| March 18, 2024 Filed Mar 20, 2024 23:03 UTC | UPWORK, INC UPWK · Entity 4876 | GrantRestricted Stock Units · Derivative | 134,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002892 · primarydocument.xml · derivative · entry 1 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,926 Underlying: Common Stock · 134,926 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 June 18, 2024, 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 June 18, 2024, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| May 18, 2023 Filed May 22, 2023 23:10 UTC | UPWORK, INC UPWK · Entity 4876 | GrantRestricted Stock Units (RSU) · Derivative | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-031602 · doc4.xml · derivative · entry 1 Gessert Erica · CIK 0001975669 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600,000 Underlying: Common Stock · 600,000 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 May 18, 2024, and then 1/16th of the total number of shares on each quarterly anniversary thereafter, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F2 · derivative.expiration_date: The RSUs vest 25% on May 18, 2024, and then 1/16th of the total number of shares on each quarterly anniversary thereafter, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. 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.