Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPWORK, INCUPWK · Entity 4876 | Director | June 05, 2025 | June 09, 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.
UPWORK, INC
Report date June 05, 2025 · Filed June 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 79,469 |
Ending reported balance
After 2025-06-06 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-06-05 · Grant · Acquired 11,370 · Balance 89,303 F1: Represents an award of restricted stock units ("RSUs"). The RSUs vest 100% on the earlier of (a) the date immediately prior to the Issuer's 2026 annual meeting of stockholders and (b) June 5, 2026, in each case subject to the continuing service of the Reporting Person through such date. Row 2 · 2025-06-05 · Sale · Disposed 6,520 · Balance 82,783 F2: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on February 18, 2025 and was made to satisfy tax withholding obligations in connection with the vesting of the Reporting Person's prior year annual RSU award. F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.99 to $15.30 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. Row 3 · 2025-06-06 · Sale · Disposed 3,314 · Balance 79,469 F4: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on February 18, 2025 and was made for purposes of a charitable gift. F5: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.22 to $15.49 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSUs"). The RSUs vest 100% on the earlier of (a) the date immediately prior to the Issuer's 2026 annual meeting of stockholders and (b) June 5, 2026, in each case subject to the continuing service of the Reporting Person through such date.
F2: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on February 18, 2025 and was made to satisfy tax withholding obligations in connection with the vesting of the Reporting Person's prior year annual RSU award.
F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.99 to $15.30 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: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on February 18, 2025 and was made for purposes of a charitable gift.
F5: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.22 to $15.49 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.
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 06, 2025 Filed Jun 9, 2025 23:03 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 3,314 | $15.36 | $50,889.45 |
DisclosureSEC source: 0001562180-25-004674 · primarydocument.xml · nonDerivative · entry 3 Srinivasan Leela · CIK 0001780545 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 79,469 F4 · kind: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on February 18, 2025 and was made for purposes of a charitable gift. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.22 to $15.49 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 |
| June 05, 2025 Filed Jun 9, 2025 23:03 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 6,520 | $15.16 | $98,859.50 |
DisclosureSEC source: 0001562180-25-004674 · primarydocument.xml · nonDerivative · entry 2 Srinivasan Leela · CIK 0001780545 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 82,783 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on February 18, 2025 and was made to satisfy tax withholding obligations in connection with the vesting of the Reporting Person's prior year annual RSU award. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.99 to $15.30 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 05, 2025 Filed Jun 9, 2025 23:03 UTC | UPWORK, INC UPWK · Entity 4876 | GrantCommon Stock | 11,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004674 · primarydocument.xml · nonDerivative · entry 1 Srinivasan Leela · CIK 0001780545 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 89,303 F1 · shares: Represents an award of restricted stock units ("RSUs"). The RSUs vest 100% on the earlier of (a) the date immediately prior to the Issuer's 2026 annual meeting of stockholders and (b) June 5, 2026, in each case subject to the continuing service of the Reporting Person through such date. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 23:02 UTC | UPWORK, INC UPWK · Entity 4876 | GrantCommon Stock | 16,299 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004974 · primarydocument.xml · nonDerivative · entry 1 Srinivasan Leela · CIK 0001780545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,933 F1 · shares: Represents an award of Restricted Stock Units ("RSUs"). The RSUs vest 100% on the earlier of (a) the date immediately prior to the Issuer's 2025 annual meeting of stockholders and (b) June 7, 2025, in each case subject to the continuing service of the Reporting Person through such date. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 22:52 UTC | UPWORK, INC UPWK · Entity 4876 | GrantCommon Stock | 22,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-036872 · doc4.xml · nonDerivative · entry 1 Srinivasan Leela · CIK 0001780545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,634 F1 · shares: Represents an award of RSUs. The RSUs vest 100% on the earlier of (a) the date immediately prior to the Issuer's 2024 annual meeting of stockholders and (b) June 9, 2024, in each case subject to the continuing service of the Reporting Person through such date. Read SEC document |
| June 02, 2022 Filed Jun 7, 2022 00:13 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 3,896 | $20.06 | $78,149.86 |
DisclosureSEC source: 0001209191-22-034729 · doc4.xml · nonDerivative · entry 2 Srinivasan Leela · CIK 0001780545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,210 F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.0200 to $20.1200 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 02, 2022 Filed Jun 7, 2022 00:13 UTC | UPWORK, INC UPWK · Entity 4876 | GrantCommon Stock | 10,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-034729 · doc4.xml · nonDerivative · entry 1 Srinivasan Leela · CIK 0001780545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,106 F1 · shares: Represents an award of RSUs. The RSUs vest 100% on the earlier of (a) the date immediately prior to the Issuer's 2023 annual meeting of stockholders and (b) June 2, 2023, in each case subject to the continuing service of the Reporting Person through such date. Read SEC document |
| September 03, 2021 Filed Sep 7, 2021 23:07 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 7,200 | $45.28 | $325,990.08 |
DisclosureSEC source: 0001209191-21-055069 · doc4.xml · nonDerivative · entry 1 Srinivasan Leela · CIK 0001780545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,914 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability resulting from the settlement of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.27 to $45.35 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 01, 2021 Filed Jun 4, 2021 00:06 UTC | UPWORK, INC UPWK · Entity 4876 | GrantCommon Stock | 4,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-037975 · doc4.xml · nonDerivative · entry 1 Srinivasan Leela · CIK 0001780545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,114 F1 · shares: Represents an award of RSUs. The RSUs vest 100% on the earlier of (a) the date immediately prior to the Issuer's 2022 annual meeting of stockholders and (b) June 1, 2022, in each case subject to the continuing service of the Reporting Person through such date. Read SEC document |
| August 07, 2020 Filed Aug 8, 2020 00:38 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 5,975 | $14.49 | $86,566.40 |
DisclosureSEC source: 0001209191-20-045791 · doc4.xml · nonDerivative · entry 1 Srinivasan Leela · CIK 0001780545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,045 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability resulting from the settlement of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.435 to $14.60 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 01, 2020 Filed Jun 2, 2020 20:05 UTC | UPWORK, INC UPWK · Entity 4876 | GrantCommon Stock | 12,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-033462 · doc4.xml · nonDerivative · entry 1 Srinivasan Leela · CIK 0001780545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,020 F1 · shares: Represents an award of RSUs. The RSUs vest 100% on the earlier of (a) the date immediately prior to the Issuer's 2021 annual meeting of stockholders and (b) June 1, 2021, in each case subject to the continuing service of the Reporting Holder through such date. Read SEC document |
| July 09, 2019 Filed Jul 12, 2019 00:08 UTC | UPWORK, INC UPWK · Entity 4876 | GrantCommon Stock | 9,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-014688 · doc1.xml · nonDerivative · entry 2 Srinivasan Leela · CIK 0001780545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,068 F1 · kind: Represents an award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive 1 share of the Issuer's common stock upon settlement. F3 · shares: The RSUs shall fully vest on the earlier of (a) the date immediately prior to the Issuer's next annual meeting of stockholders and (b) the date that is one year following the award grant date, subject to continued service through such vesting date. Read SEC document |
| July 09, 2019 Filed Jul 12, 2019 00:08 UTC | UPWORK, INC UPWK · Entity 4876 | GrantCommon Stock | 19,379 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-014688 · doc1.xml · nonDerivative · entry 1 Srinivasan Leela · CIK 0001780545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,379 F1 · kind: Represents an award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive 1 share of the Issuer's common stock upon settlement. F2 · shares: The RSUs vest as to 1/3 of the total number of shares on July 9, 2020 and then 1/3 of the total number of shares vest on July 9th of each successive year thereafter, subject to continued service through each vesting date; provided, however, that the final annual installment of the award shall fully vest on the earlier of (a) the date immediately prior to the Issuer's annual meeting of stockholders in the last full year of the vesting of the award and (b) the date that is the last day of the last full year of the vesting of the award, in each case, subject to continued service through 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.