Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Upland Software, Inc.UPLD · Entity 7891 | CFO, Treasurer & Secretary | June 16, 2026 | June 16, 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.
Upland Software, Inc.
Report date June 16, 2026 · Filed June 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 383,360 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Tax withholding · Disposed 8,931 · Balance 383,360 F1: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. |
| Common StockSEC Table I · non-derivative | IndirectHeld by MDH Trust | 160,042 |
Reported balance
Holding disclosure · report date 2026-06-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 160,042 F2: Shares held by trust for the benefit of reporting person's family. Reporting person is the trustee of the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities.
F2: Shares held by trust for the benefit of reporting person's family. Reporting person is the trustee of the trust.
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 16, 2026 Filed Jun 16, 2026 22:34 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 8,931 | $0.61 | $5,415.76 |
DisclosureSEC source: 0001289889-26-000006 · wk-form4_1781649271.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO, Treasurer & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 383,360 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 20:31 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 8,931 | $0.54 | $4,822.74 |
DisclosureSEC source: 0001289889-26-000004 · wk-form4_1773779509.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO, Treasurer & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 392,291 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 22:53 UTC | Upland Software, Inc. UPLD · Entity 7891 | GrantCommon Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001289889-26-000002 · wk-form4_1772059995.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO, Treasurer & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 401,222 F1 · shares: The restricted stock units vest in twelve equal quarterly installments starting on the three (3) month anniversary of the Vesting Commencement Date of December 16, 2025, provided that the participant continues to be a service provider through each such vesting date, except as otherwise specified in the Executive Employment Agreement between the Company and participant. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 21:27 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 8,856 | $1.49 | $13,151.16 |
DisclosureSEC source: 0001289889-25-000005 · wk-form4_1766006860.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO, Treasurer & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 331,222 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| September 16, 2025 Filed Sep 17, 2025 21:26 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 11,152 | $2.48 | $27,656.96 |
DisclosureSEC source: 0001289889-25-000003 · wk-form4_1758144410.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO, Treasurer & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 340,078 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| June 16, 2025 Filed Jun 17, 2025 20:16 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 11,152 | $1.84 | $20,519.68 |
DisclosureSEC source: 0001505155-25-000067 · wk-form4_1750191406.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 351,230 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| March 16, 2025 Filed Mar 17, 2025 21:24 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 12,653 | $3.10 | $39,224.30 |
DisclosureSEC source: 0001505155-25-000034 · wk-form4_1742246641.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 362,382 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| January 28, 2025 Filed Jan 30, 2025 22:14 UTC | Upland Software, Inc. UPLD · Entity 7891 | GrantCommon Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001505155-25-000004 · wk-form4_1738275283.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375,035 F1 · shares: The restricted stock units vest in twelve equal quarterly installments starting on the three (3) month anniversary of the Vesting Commencement Date of December 16, 2024, provided that the participant continues to be a service provider through each such vesting date, except as otherwise specified in the Executive Employment Agreement between the Company and participant. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 22:16 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 11,070 | $4.51 | $49,925.70 |
DisclosureSEC source: 0001505155-24-000120 · wk-form4_1734473760.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,035 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| September 16, 2024 Filed Sep 17, 2024 20:52 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 11,070 | $2.24 | $24,796.80 |
DisclosureSEC source: 0001505155-24-000077 · wk-form4_1726606352.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316,105 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| June 16, 2024 Filed Jun 17, 2024 21:03 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 11,070 | $2.63 | $29,114.10 |
DisclosureSEC source: 0001289889-24-000006 · wk-form4_1718658208.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,175 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| March 16, 2024 Filed Mar 19, 2024 22:15 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 12,559 | $4.21 | $52,873.39 |
DisclosureSEC source: 0001289889-24-000004 · wk-form4_1710886503.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 338,245 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 22:52 UTC | Upland Software, Inc. UPLD · Entity 7891 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001289889-24-000002 · wk-form4_1706741561.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 350,804 F1 · shares: The RSUs vest in twelve equal quarterly installments starting on the three (3) month anniversary of the Vesting Commencement Date of December 16, 2023, provided that the Participant continues to be a Service Provider through each such vesting date. Notwithstanding the foregoing, in the event of the Participant's termination by the Company for any reason other than cause or if Participant leaves for Good Reason after a Change in Control (as defined in the Plan), then 100% of the RSUs shall become fully vested. Read SEC document |
| December 16, 2023 Filed Dec 19, 2023 22:10 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 10,004 | $4.61 | $46,118.44 |
DisclosureSEC source: 0001289889-23-000007 · wk-form4_1703023789.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,804 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock. This is not an open market sale of securities. Read SEC document |
| September 16, 2023 Filed Sep 19, 2023 21:14 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 10,004 | $3.86 | $38,615.44 |
DisclosureSEC source: 0001289889-23-000004 · wk-form4_1695158074.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,808 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock. This is not an open market sale of securities. Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 20:33 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 10,004 | $3.53 | $35,314.12 |
DisclosureSEC source: 0000950170-23-028951 · ownership.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,812 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 22:59 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 11,054 | $4.72 | $52,174.88 |
DisclosureSEC source: 0001289889-23-000003 · wf-form4_167935317950545.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 280,816 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock. This is not an open market sale of securities. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 22:56 UTC | Upland Software, Inc. UPLD · Entity 7891 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-004625 · wf-form4_167710656177859.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,870 F1 · shares: Represents restricted stock units vesting in twelve equal quarterly installments starting on March 16, 2023 and ending on December 16, 2025; provided that the participant continues to be a service provider through each such vesting date. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 21:08 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 9,184 | $7.99 | $73,380.16 |
DisclosureSEC source: 0001289889-22-000015 · wf-form4_167157050790300.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,870 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock. This is not an open market sale of securities. Read SEC document |
| October 21, 2022 Filed Oct 25, 2022 20:20 UTC | Upland Software, Inc. UPLD · Entity 7891 | GrantCommon Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001289889-22-000013 · wf-form4_166672919098185.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,054 F1 · shares: Represents restricted stock units vesting in twelve equal quarterly installments starting on Dec 16, 2022 and ending on September 16, 2025; provided that the participant continues to be a service provider through each such vesting date. Read SEC document |
| September 16, 2022 Filed Sep 20, 2022 20:36 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 6,888 | $9.38 | $64,609.44 |
DisclosureSEC source: 0001289889-22-000010 · wf-form4_166370616068122.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,054 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 20:14 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 6,888 | $13.72 | $94,503.36 |
DisclosureSEC source: 0001289889-22-000008 · wf-form4_165584241041889.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,942 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 20:05 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 7,145 | $16.66 | $119,035.70 |
DisclosureSEC source: 0001289889-22-000006 · wf-form4_164763388129791.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,830 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| January 12, 2022 Filed Jan 14, 2022 21:44 UTC | Upland Software, Inc. UPLD · Entity 7891 | GrantCommon Stock | 67,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001289889-22-000002 · wf-form4_164219664651809.xml · nonDerivative · entry 2 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,975 F1 · shares: Represents restricted stock units vesting in twelve equal quarterly installments starting on March 16, 2022 and ending on December 16, 2024; provided that the participant continues to be a service provider through each such vesting date. Read SEC document |
| January 10, 2022 Filed Jan 14, 2022 21:44 UTC | Upland Software, Inc. UPLD · Entity 7891 | GiftCommon Stock | 16,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001289889-22-000002 · wf-form4_164219664651809.xml · nonDerivative · entry 3 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Held by MDH Trust Disclosed balance after: 160,042 F2 · ownership.nature: Share held by trust for the benefit of reporting person's family. Reporting person is the trustee of the trust. Read SEC document |
| January 10, 2022 Filed Jan 14, 2022 21:44 UTC | Upland Software, Inc. UPLD · Entity 7891 | GiftCommon Stock | 16,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001289889-22-000002 · wf-form4_164219664651809.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,475 Read SEC document |
| December 20, 2021 Filed Dec 20, 2021 23:11 UTC | Upland Software, Inc. UPLD · Entity 7891 | GiftCommon Stock | 108,867 | $0.00 | $0.00 |
DisclosureSEC source: 0001289889-21-000016 · wf-form4_164004186030768.xml · nonDerivative · entry 3 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Held by MDH Trust Disclosed balance after: 143,556 F2 · ownership.nature: Share held by trust for the benefit of reporting person's family. Reporting person is the trustee of the trust. Read SEC document |
| December 20, 2021 Filed Dec 20, 2021 23:11 UTC | Upland Software, Inc. UPLD · Entity 7891 | GiftCommon Stock | 108,867 | $0.00 | $0.00 |
DisclosureSEC source: 0001289889-21-000016 · wf-form4_164004186030768.xml · nonDerivative · entry 2 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,961 Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:11 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 7,131 | $18.11 | $129,142.41 |
DisclosureSEC source: 0001289889-21-000016 · wf-form4_164004186030768.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,828 F1 · kind: Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| September 20, 2021 Filed Sep 20, 2021 21:06 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 87 | $35.87 | $3,120.69 |
DisclosureSEC source: 0001289889-21-000014 · wf-form4_163217196774725.xml · nonDerivative · entry 3 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,959 F1 · kind: Shares were sold pursuant to a 10b5-1 plan to cover the tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| September 17, 2021 Filed Sep 20, 2021 21:06 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 7,111 | $36.62 | $260,410.51 |
DisclosureSEC source: 0001289889-21-000014 · wf-form4_163217196774725.xml · nonDerivative · entry 2 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,046 F1 · kind: Shares were sold pursuant to a 10b5-1 plan to cover the tax withholding obligations in connection with the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.20 to $36.97, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| September 16, 2021 Filed Sep 20, 2021 21:06 UTC | Upland Software, Inc. UPLD · Entity 7891 | GiftCommon Stock | 34,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001289889-21-000014 · wf-form4_163217196774725.xml · nonDerivative · entry 4 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Held by MDH Trust Disclosed balance after: 34,689 F3 · ownership.nature: Share held by trust for the benefit of reporting person's family. Reporting person is the trustee of the trust. Read SEC document |
| September 16, 2021 Filed Sep 20, 2021 21:06 UTC | Upland Software, Inc. UPLD · Entity 7891 | GiftCommon Stock | 34,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001289889-21-000014 · wf-form4_163217196774725.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,157 Read SEC document |
| June 21, 2021 Filed Jun 21, 2021 23:04 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 7,398 | $41.50 | $307,011.08 |
DisclosureSEC source: 0001289889-21-000012 · wf-form4_162431663471909.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,846 F1 · kind: Shares were sold pursuant to a 10b5-1 plan to cover the tax withholding obligations in connection with the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.38 to $41.91, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 17, 2021 Filed Mar 19, 2021 20:12 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 2,441 | $48.74 | $118,971.90 |
DisclosureSEC source: 0001289889-21-000010 · wf-form4_161618472382493.xml · nonDerivative · entry 2 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,244 F1 · kind: Shares were sold pursuant to a 10b5-1 plan to cover tax withholding obligations in connection with the vesting of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.67 to $48.92 inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 17, 2021 Filed Mar 19, 2021 20:12 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 4,795 | $48.14 | $230,836.10 |
DisclosureSEC source: 0001289889-21-000010 · wf-form4_161618472382493.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,685 F1 · kind: Shares were sold pursuant to a 10b5-1 plan to cover tax withholding obligations in connection with the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.67 to $48.66, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 23:01 UTC | Upland Software, Inc. UPLD · Entity 7891 | GrantCommon Stock | 67,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001289889-21-000008 · wf-form4_161420769239914.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,480 F1 · shares: Represents restricted stock units vesting in twelve equal quarterly installments starting on March 16, 2021 and ending on December 16, 2023; provided that the participant continues to be a service provider through each such vesting date. Read SEC document |
| February 04, 2021 Filed Feb 4, 2021 22:01 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 11,277 | $50.01 | $564,015.77 |
DisclosureSEC source: 0001289889-21-000006 · wf-form4_161247609237056.xml · nonDerivative · entry 2 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,980 F1 · kind: Shares were sold pursuant to shareholder's 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.00 to $50.105, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 22:01 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 22,385 | $50.05 | $1,120,313.29 |
DisclosureSEC source: 0001289889-21-000006 · wf-form4_161247609237056.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,257 F1 · kind: Shares were sold pursuant to shareholder's 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.00 to $50.50, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 21:26 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 2,226 | $50.00 | $111,300.00 |
DisclosureSEC source: 0001289889-21-000004 · wf-form4_161195554381330.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,642 F1 · kind: Shares were sold pursuant to shareholder's 10b5-1 trading plan. Read SEC document |
| January 25, 2021 Filed Jan 25, 2021 22:54 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 7,060 | $50.09 | $353,605.04 |
DisclosureSEC source: 0001289889-21-000002 · wf-form4_161161525054577.xml · nonDerivative · entry 3 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,868 F1 · kind: Shares were sold pursuant to shareholder's 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.00 to $50.50, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| January 22, 2021 Filed Jan 25, 2021 22:54 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 450 | $50.00 | $22,500.00 |
DisclosureSEC source: 0001289889-21-000002 · wf-form4_161161525054577.xml · nonDerivative · entry 2 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,928 F1 · kind: Shares were sold pursuant to shareholder's 10b5-1 trading plan. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 22:54 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 941 | $50.00 | $47,050.00 |
DisclosureSEC source: 0001289889-21-000002 · wf-form4_161161525054577.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,378 F1 · kind: Shares were sold pursuant to shareholder's 10b5-1 trading plan. Read SEC document |
| December 22, 2020 Filed Dec 23, 2020 22:52 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 1,605 | $47.50 | $76,243.92 |
DisclosureSEC source: 0001289889-20-000014 · wf-form4_160876390697390.xml · nonDerivative · entry 2 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,319 F1 · kind: Shares were sold pursuant to a 10b5-1 plan to cover the tax withholding obligations in connection with the vesting of restricted stock and restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.24 to $47.99, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| December 22, 2020 Filed Dec 23, 2020 22:52 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 5,505 | $46.76 | $257,430.32 |
DisclosureSEC source: 0001289889-20-000014 · wf-form4_160876390697390.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,924 F1 · kind: Shares were sold pursuant to a 10b5-1 plan to cover the tax withholding obligations in connection with the vesting of restricted stock and restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.20 to $47.17, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 21:25 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 7,002 | $50.10 | $350,779.19 |
DisclosureSEC source: 0001289889-20-000012 · wf-form4_160495712263397.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,429 F1 · kind: Shares were sold pursuant to shareholder's 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.00 to $50.37, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| September 18, 2020 Filed Sep 18, 2020 21:01 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 200 | $38.62 | $7,723.00 |
DisclosureSEC source: 0001289889-20-000010 · wf-form4_160046290300637.xml · nonDerivative · entry 3 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,431 F1 · kind: Shares were sold to cover the tax withholding obligations in connection with the vesting of restricted stock and restricted stock units. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.61 to $38.62, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| September 18, 2020 Filed Sep 18, 2020 21:01 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 2,300 | $37.93 | $87,245.90 |
DisclosureSEC source: 0001289889-20-000010 · wf-form4_160046290300637.xml · nonDerivative · entry 2 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,631 F1 · kind: Shares were sold to cover the tax withholding obligations in connection with the vesting of restricted stock and restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.50 to $38.46, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| September 18, 2020 Filed Sep 18, 2020 21:01 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 4,646 | $36.98 | $171,818.37 |
DisclosureSEC source: 0001289889-20-000010 · wf-form4_160046290300637.xml · nonDerivative · entry 1 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,931 F1 · kind: Shares were sold to cover the tax withholding obligations in connection with the vesting of restricted stock and restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.48 to $37.47, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| June 18, 2020 Filed Jun 19, 2020 00:15 UTC | Upland Software, Inc. UPLD · Entity 7891 | SaleCommon Stock | 4,918 | $34.10 | $167,703.80 |
DisclosureSEC source: 0001289889-20-000008 · wf-form4_159252568296521.xml · nonDerivative · entry 2 Hill Michael Douglass · CIK 0001289889 · CFO &Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,577 F2 · kind: Shares were sold pursuant to a 10b5-1 plan to cover the tax withholding obligations in connection with the vesting of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.99 to $34.36, inclusive. The reporting person undertakes to provide to Upland Software, Inc., any security holder of Upland Software, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.