Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beachbody Company, Inc.FRX.U · Entity 7297 | Director | November 24, 2020 | November 24, 2020 |
| Upland Software, Inc.UPLD · Entity 7891 | Director | October 27, 2025 | October 29, 2025 |
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.
Beachbody Company, Inc.
Report date November 24, 2020 · Filed November 24, 2020
This filing explicitly reported no securities owned.
Upland Software, Inc.
Report date October 27, 2025 · Filed October 29, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 144,490 |
Reported balance
After 2025-10-27 transaction · row 1
1 source rowRow 1 · 2025-10-27 · Grant · Acquired 25,000 · Balance 144,490 F1: Represents restricted stock units vesting as follows: one-half (1/2) shall vest on 12/16/25 and the remaining shall in two equal quarterly installments on each of 3/16/26 and 6/16/26. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units vesting as follows: one-half (1/2) shall vest on 12/16/25 and the remaining shall in two equal quarterly installments on each of 3/16/26 and 6/16/26.
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 |
|---|---|---|---|---|---|---|
| October 27, 2025 Filed Oct 29, 2025 16:31 UTC | Upland Software, Inc. UPLD · Entity 7891 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001805725-25-000002 · wk-form4_1761769889.xml · nonDerivative · entry 1 Walsh Teresa Miles · CIK 0001805725 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,490 F1 · shares: Represents restricted stock units vesting as follows: one-half (1/2) shall vest on 12/16/25 and the remaining shall in two equal quarterly installments on each of 3/16/26 and 6/16/26. Read SEC document |
| November 04, 2024 Filed Nov 4, 2024 17:09 UTC | Upland Software, Inc. UPLD · Entity 7891 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001805725-24-000002 · wk-form4_1730758177.xml · nonDerivative · entry 1 Walsh Teresa Miles · CIK 0001805725 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,490 F1 · shares: Represents restricted stock units vesting as follows: one-half (1/2) shall vest on 12/16/24 and the remaining shall vest in two equal quarterly installments on each of 3/16/25 and 6/16/25. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 16:32 UTC | Upland Software, Inc. UPLD · Entity 7891 | GrantCommon Stock | 62,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001805725-23-000001 · wk-form4_1691008342.xml · nonDerivative · entry 1 Walsh Teresa Miles · CIK 0001805725 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,490 F1 · shares: Represents restricted stock units vesting in 4 equal installments on each of 9/16/2023, 12/16/2023, 3/16/2024 and 6/16/2024. Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 17:17 UTC | Upland Software, Inc. UPLD · Entity 7891 | GrantCommon Stock | 17,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001805725-22-000005 · wf-form4_165947499124710.xml · nonDerivative · entry 1 Walsh Teresa Miles · CIK 0001805725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,674 F1 · shares: Represents restricted stock units vesting in 4 equal installments on each of 9/16/2022, 12/16/2022, 3/16/2023 and 6/16/2023. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 16:41 UTC | Upland Software, Inc. UPLD · Entity 7891 | GrantCommon Stock | 6,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001805725-21-000002 · wf-form4_162810969354326.xml · nonDerivative · entry 1 Walsh Teresa Miles · CIK 0001805725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,844 F1 · shares: Represents restricted stock units vesting in 4 equal installments on each of 9/16/2021, 12/16/2021, 3/16/2022 and 6/16/2022. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 16:11 UTC | Upland Software, Inc. UPLD · Entity 7891 | GrantCommon Stock | 4,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001805725-20-000007 · wf-form4_159665826310549.xml · nonDerivative · entry 1 Walsh Teresa Miles · CIK 0001805725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,793 F1 · shares: Represents restricted stock units vesting in four quarterly installments beginning on the three-month anniversary of the Vesting Commencement date, provided the participant continues to serves as a director through such dates. Read SEC document |
| March 15, 2020 Filed Mar 16, 2020 17:18 UTC | Upland Software, Inc. UPLD · Entity 7891 | GrantCommon Stock | 3,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001805725-20-000005 · wf-form4_158439351056788.xml · nonDerivative · entry 1 Walsh Teresa Miles · CIK 0001805725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,226 F1 · shares: Represents restricted stock units vesting in four quarterly installments beginning on 6/16/2020. 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.