Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Upland Software, Inc.UPLD · Entity 7891 | Chief Revenue Officer | February 06, 2024 | February 07, 2024 |
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 February 06, 2024 · Filed February 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 150,000 |
Reported balance
After 2024-02-06 transaction · row 1
1 source rowRow 1 · 2024-02-06 · Grant · Acquired 150,000 · Balance 150,000 F1: One third (33.33%) of the shares of Common Stock subject to the Restricted Stock Unit Award shall vest on 3/16/2025, one-third (33.33%) of the shares of Common Stock subject to the Restricted Stock Unit Award shall vest on 3/16/2026 the remainder (33.34%) of the shares of Common Stock subject to the Restricted Stock Unit Award shall vest on 3/16/2027. |
Filing footnotes · ownership attribution and instrument terms
F1: One third (33.33%) of the shares of Common Stock subject to the Restricted Stock Unit Award shall vest on 3/16/2025, one-third (33.33%) of the shares of Common Stock subject to the Restricted Stock Unit Award shall vest on 3/16/2026 the remainder (33.34%) of the shares of Common Stock subject to the Restricted Stock Unit Award shall vest on 3/16/2027.
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 |
|---|---|---|---|---|---|---|
| February 06, 2024 Filed Feb 7, 2024 18:03 UTC | Upland Software, Inc. UPLD · Entity 7891 | GrantCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002011142-24-000004 · wk-form4_1707346978.xml · nonDerivative · entry 1 Breslin Matthew · CIK 0002011142 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 F1 · shares: One third (33.33%) of the shares of Common Stock subject to the Restricted Stock Unit Award shall vest on 3/16/2025, one-third (33.33%) of the shares of Common Stock subject to the Restricted Stock Unit Award shall vest on 3/16/2026 the remainder (33.34%) of the shares of Common Stock subject to the Restricted Stock Unit Award shall vest on 3/16/2027. 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.