Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Upland Software, Inc.UPLD · Entity 7891 | President and COO | June 30, 2025 | July 01, 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.
Upland Software, Inc.
Report date June 30, 2025 · Filed July 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 306,432 |
Reported balance
After 2025-06-30 transaction · row 1
1 source rowRow 1 · 2025-06-30 · Tax withholding · Disposed 40,993 · Balance 306,432 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. |
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.
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 30, 2025 Filed Jul 1, 2025 16:57 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 40,993 | $1.95 | $79,936.35 |
DisclosureSEC source: 0001505155-25-000072 · wk-form4_1751403469.xml · nonDerivative · entry 1 Cummings Karen · CIK 0001342356 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 306,432 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 16:14 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 11,479 | $1.84 | $21,121.36 |
DisclosureSEC source: 0001505155-25-000065 · wk-form4_1750191267.xml · nonDerivative · entry 1 Cummings Karen · CIK 0001342356 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 347,425 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 17:22 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 8,648 | $3.10 | $26,808.80 |
DisclosureSEC source: 0001505155-25-000032 · wk-form4_1742246528.xml · nonDerivative · entry 1 Cummings Karen · CIK 0001342356 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 358,904 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 |
| December 16, 2024 Filed Dec 17, 2024 17:11 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 7,812 | $4.51 | $35,232.12 |
DisclosureSEC source: 0001505155-24-000116 · wk-form4_1734473460.xml · nonDerivative · entry 1 Cummings Karen · CIK 0001342356 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 367,552 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 16:57 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 7,815 | $2.24 | $17,505.60 |
DisclosureSEC source: 0001505155-24-000079 · wk-form4_1726606669.xml · nonDerivative · entry 1 Cummings Karen · CIK 0001342356 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375,364 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 17:10 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 7,815 | $2.63 | $20,553.45 |
DisclosureSEC source: 0001342356-24-000006 · wk-form4_1718658611.xml · nonDerivative · entry 1 Cummings Karen · CIK 0001342356 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 383,179 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 18:07 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 9,515 | $4.21 | $40,058.15 |
DisclosureSEC source: 0001342356-24-000004 · wk-form4_1710886023.xml · nonDerivative · entry 1 Cummings Karen · CIK 0001342356 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 390,994 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 17:57 UTC | Upland Software, Inc. UPLD · Entity 7891 | GrantCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001342356-24-000002 · wk-form4_1706741829.xml · nonDerivative · entry 1 Cummings Karen · CIK 0001342356 · Executive VP & Senior GM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400,509 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, except as otherwise provided in the Executive Employment Agreement between the Company and Participant, the Participant continues to be a Service Provider through each such vesting date. Read SEC document |
| December 16, 2023 Filed Dec 19, 2023 17:32 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 5,279 | $4.61 | $24,336.19 |
DisclosureSEC source: 0001342356-23-000007 · wk-form4_1703025155.xml · nonDerivative · entry 1 Cummings Karen · CIK 0001342356 · Executive VP & Senior GM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,509 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, 2023 Filed Sep 19, 2023 17:19 UTC | Upland Software, Inc. UPLD · Entity 7891 | Tax withholdingCommon Stock | 8,323 | $3.86 | $32,126.78 |
DisclosureSEC source: 0001342356-23-000005 · wk-form4_1695158370.xml · nonDerivative · entry 1 Cummings Karen · CIK 0001342356 · Executive VP & Senior GM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,788 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.