Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPWORK, INCUPWK · Entity 4876 | Director · President & CEO | 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 | 793,593 |
Ending reported balance
After 2026-09-18 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-09-18 · Exercise / conversion · Acquired 17,733 · Balance 788,809 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 28,677 · Balance 817,486 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 23,893 · Balance 793,593 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 | 106,400 |
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 17,733 · Balance 106,400 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 | 286,775 |
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 28,677 · Balance 286,775 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 |
|---|---|---|---|---|---|---|
| August 09, 2019 Filed Aug 13, 2019 21:19 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 15,000 | $3.68 | $55,200.00 |
DisclosureSEC source: 0001567619-19-016590 · doc1.xml · nonDerivative · entry 1 Brown Hayden · CIK 0001753662 · Chief Marketing & Product Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,081 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. Read SEC document |
| June 18, 2019 Filed Jun 21, 2019 01:35 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units (RSU) · Derivative | 3,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-013793 · doc1.xml · derivative · entry 3 Brown Hayden · CIK 0001753662 · Chief Marketing & Product Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,900 Underlying: Common Stock · 3,860 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. F3 · derivative.exercise_date: 6.25% of the RSUs vested on June 18, 2019, 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 (i) continued employment with the Issuer and (ii) continued leadership of the Issuer's marketing and product departments. Shares of the Issuer's common stock will be delivered to the Reporting Person following vesting. F3 · derivative.expiration_date: 6.25% of the RSUs vested on June 18, 2019, 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 (i) continued employment with the Issuer and (ii) continued leadership of the Issuer's marketing and product departments. Shares of the Issuer's common stock will be delivered to the Reporting Person following vesting. Read SEC document |
| June 18, 2019 Filed Jun 21, 2019 01:35 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 1,435 | $15.57 | $22,342.95 |
DisclosureSEC source: 0001567619-19-013793 · doc1.xml · nonDerivative · entry 2 Brown Hayden · CIK 0001753662 · Chief Marketing & Product Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,081 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. Read SEC document |
| June 18, 2019 Filed Jun 21, 2019 01:35 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 3,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-013793 · doc1.xml · nonDerivative · entry 1 Brown Hayden · CIK 0001753662 · Chief Marketing & Product Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,516 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 16, 2019 Filed May 21, 2019 00:10 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 2,266 | $15.84 | $35,888.00 |
DisclosureSEC source: 0001567619-19-011725 · doc1.xml · nonDerivative · entry 1 Brown Hayden · CIK 0001753662 · Chief Marketing & Product Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,656 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · shares: Represents the aggregate of sales effected on the same day at different prices. These shares were acquired on May 14, 2019 under the Issuer's employee stock purchase plan. F3 · price: Represents the weighted average sales price per share. The shares sold at prices ranging from $15.59 to $16.12 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| May 10, 2019 Filed May 15, 2019 00:50 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,750 | $0.00 Strike: $1.52 | $0.00 |
DisclosureSEC source: 0001567619-19-010912 · doc1.xml · derivative · entry 3 Brown Hayden · CIK 0001753662 · Chief Marketing & Product Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,375 Underlying: Common Stock · 3,750 shares Expires 2021-12-14 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 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · derivative.exercise_date: The stock option is fully vested and immediately exercisable. Read SEC document |
| May 10, 2019 Filed May 15, 2019 00:50 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 3,750 | $16.58 | $62,175.00 |
DisclosureSEC source: 0001567619-19-010912 · doc1.xml · nonDerivative · entry 2 Brown Hayden · CIK 0001753662 · Chief Marketing & Product Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,656 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| May 10, 2019 Filed May 15, 2019 00:50 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 3,750 | $1.52 | $5,700.00 |
DisclosureSEC source: 0001567619-19-010912 · doc1.xml · nonDerivative · entry 1 Brown Hayden · CIK 0001753662 · Chief Marketing & Product Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,406 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 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| May 03, 2019 Filed May 9, 2019 00:00 UTC | UPWORK, INC UPWK · Entity 4876 | GrantRestricted Stock Units · Derivative | 61,760 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-010194 · doc1.xml · derivative · entry 1 Brown Hayden · CIK 0001753662 · Chief Marketing & Product Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,760 Underlying: Common Stock · 61,760 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: 6.25% of the RSUs will vest on June 18, 2019, 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 (i) continued employment with the Issuer and (ii) continued leadership of the Issuer's marketing and product departments. Shares of the Issuer's common stock will be delivered to the Reporting Person following vesting. F2 · derivative.expiration_date: 6.25% of the RSUs will vest on June 18, 2019, 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 (i) continued employment with the Issuer and (ii) continued leadership of the Issuer's marketing and product departments. Shares of the Issuer's common stock will be delivered to the Reporting Person following vesting. Read SEC document |
| February 11, 2019 Filed Feb 14, 2019 01:20 UTC | UPWORK, INC UPWK · Entity 4876 | GrantRestricted Stock Units · Derivative | 31,023 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-003880 · doc1.xml · derivative · entry 1 Brown Hayden · CIK 0001753662 · SVP, Product & Design 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,023 Underlying: Common Stock · 31,023 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 will vest in equal quarterly installments over three years beginning on January 18, 2021, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person following vesting. F2 · derivative.expiration_date: The RSUs will vest in equal quarterly installments over three years beginning on January 18, 2021, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person following vesting. Read SEC document |
| October 05, 2018 Filed Oct 6, 2018 00:09 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 54,246 | $13.95 | $756,731.70 |
DisclosureSEC source: 0001567619-18-003828 · doc1.xml · nonDerivative · entry 1 Brown Hayden · CIK 0001753662 · SVP, Product & Design 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,656 F1 · price: Represents the sale price to the underwriters in the Issuer's initial public offering of $13.95 per share. Read SEC document |
| October 02, 2018 Filed Oct 5, 2018 00:02 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,667 | $0.00 Strike: $3.03 | $0.00 |
DisclosureSEC source: 0001567619-18-003725 · doc1.xml · derivative · entry 4 Brown Hayden · CIK 0001753662 · SVP, Product & Design 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,001 Underlying: Common Stock · 6,667 shares Expires 2025-12-22 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. F2 · derivative.exercise_date: The stock option vested and became exercisable, and shall continue to vest and become exercisable, at a rate of 1/60th of the shares each month following the January 1, 2016 vesting commencement date, subject to the continuing employment of the Reporting Person on each vesting date. Read SEC document |
| October 02, 2018 Filed Oct 5, 2018 00:02 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 7,579 | $0.00 Strike: $3.58 | $0.00 |
DisclosureSEC source: 0001567619-18-003725 · doc1.xml · derivative · entry 3 Brown Hayden · CIK 0001753662 · SVP, Product & Design 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,114 Underlying: Common Stock · 7,579 shares Expires 2025-04-22 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_date: The stock option vested and shall continue to vest at a rate of 1/60th of the shares each month following the April 15, 2015 vesting commencement date, subject to the continuing employment of the Reporting Person on each vesting date. The stock option contains an early-exercise provision and is exercisable as to unvested shares, subject to the Issuer's right of repurchase. Read SEC document |
| October 02, 2018 Filed Oct 5, 2018 00:02 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 6,667 | $3.03 | $20,201.01 |
DisclosureSEC source: 0001567619-18-003725 · doc1.xml · nonDerivative · entry 2 Brown Hayden · CIK 0001753662 · SVP, Product & Design 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,902 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. Read SEC document |
| October 02, 2018 Filed Oct 5, 2018 00:02 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 7,579 | $3.58 | $27,132.82 |
DisclosureSEC source: 0001567619-18-003725 · doc1.xml · nonDerivative · entry 1 Brown Hayden · CIK 0001753662 · SVP, Product & Design 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,235 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. 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.