UPLD insider transactions
Upland Software Inc. (UPLD) Form 4 insider transactions - real-time wire coverage of every officer, director, and 10% owner trade.
UPLD insiders
Everyone who has filed a Form 3, 4, 5 or 144 at Upland Software Inc., latest first. Follow anyone to get their next filing.
- Sean NathanielCEO and President, since May 2026
- Dan DomanChief Operating & Product Ofcr-$67.2K
- Jennifer L. SimonChief Financial Officer, since August 2026
- Timothy MattoxDirector, since January 2024-$2.19M
- David TamezInterim CFO, since July 2026
- Michael Douglass HillCFO, Treasurer & Secretary-$3.14M
- John T McdonaldCEO, Director+$1.29M-$13.8M
- Chung David H SDirector
- Stephen E CourterDirector-$141K
- David MayDirector-$1M
- Teresa Miles WalshDirector
- Karen CummingsPresident and COO, since June 2023
- Matthew Harnden SmithGeneral Counsel and Secretary, since October 2023
- Yates Oliver Robert MacFarlaneChief Sales Officer, since June 2023
- Matthew BreslinChief Revenue Officer, since February 2024
- Paul Kenneth MillerOfficer
- Kinloch Gill IIIOfficer, since May 2021-$491K
- Joe RossDirector
- Ian BurkOfficer, since August 2022-$235K
- Ulysses Aggregator, LP10% owner, since August 2022
- Rodney C FavaronOfficer-$2.71M
Recent Form 3, 4, and 5 filings for UPLD
- Chief Operating & Product Ofcr Doman Dan covered exercise/tax liability with 2,952 shares, decreasing direct ownership by 3% to 86,473 units (SEC Form 4) (tax withholding)4 - Upland Software, Inc. (0001505155) (Issuer)
- CEO and President Nathaniel Sean covered exercise/tax liability with 1,640 shares, decreasing direct ownership by 3% to 48,574 units (SEC Form 4) (for withholding tax)4 - Upland Software, Inc. (0001505155) (Issuer)
- Chief Financial Officer Simon Jennifer L. covered exercise/tax liability with 1,117 shares, decreasing direct ownership by 4% to 28,883 units (SEC Form 4) to satisfy withholding obligation4 - Upland Software, Inc. (0001505155) (Issuer)
- Chief Financial Officer Simon Jennifer L. was granted 30,000 shares (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- SEC Form 3 filed by new insider Simon Jennifer L.3 - Upland Software, Inc. (0001505155) (Issuer)
- Director Mattox Timothy sold $3,627 worth of shares (847 units at $4.28) as part of a pre-agreed trading plan, decreasing direct ownership by 2% to 36,053 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Director Mattox Timothy sold $4,270 worth of shares (1,000 units at $4.27) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 36,900 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Director Mattox Timothy sold $8,860 worth of shares (2,000 units at $4.43) as part of a pre-agreed trading plan, decreasing direct ownership by 5% to 37,900 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Director Mattox Timothy sold $8,930 worth of shares (2,000 units at $4.46) as part of a pre-agreed trading plan, decreasing direct ownership by 5% to 39,900 units (SEC Form 4) to satisfy tax liability4 - Upland Software, Inc. (0001505155) (Issuer)
- New insider Tamez David claimed ownership of 6,947 shares (SEC Form 3)3 - Upland Software, Inc. (0001505155) (Issuer)
- CFO, Treasurer & Secretary Hill Michael Douglass covered exercise/tax liability with 8,931 shares, decreasing direct ownership by 2% to 383,360 units (SEC Form 4) (withholding obligation)4 - Upland Software, Inc. (0001505155) (Issuer)
- CEO and President Nathaniel Sean covered exercise/tax liability with 18,605 shares, decreasing direct ownership by 4% to 502,146 units (SEC Form 4) (tax liability)4 - Upland Software, Inc. (0001505155) (Issuer)
- Chief Operating & Product Ofcr Doman Dan covered exercise/tax liability with 29,515 shares, decreasing direct ownership by 3% to 894,251 units (SEC Form 4) (tax liability)4 - Upland Software, Inc. (0001505155) (Issuer)
- CEO and President Nathaniel Sean was granted 500,000 shares, increasing direct ownership by 2,410% to 520,751 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Director Mcdonald John T was granted 250,000 shares, increasing direct ownership by 10% to 2,640,887 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- New insider Nathaniel Sean claimed ownership of 20,751 shares (SEC Form 3)3 - Upland Software, Inc. (0001505155) (Issuer)
- CEO Mcdonald John T covered exercise/tax liability with 18,605 shares, decreasing direct ownership by 0.77% to 2,390,887 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CFO, Treasurer & Secretary Hill Michael Douglass covered exercise/tax liability with 8,931 shares, decreasing direct ownership by 2% to 392,291 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Chief Operating & Product Ofcr Doman Dan covered exercise/tax liability with 33,491 shares, decreasing direct ownership by 3% to 923,766 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Chief Operating & Product Ofcr Doman Dan was granted 100,000 shares, increasing direct ownership by 12% to 957,257 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CFO, Treasurer & Secretary Hill Michael Douglass was granted 70,000 shares, increasing direct ownership by 21% to 401,222 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Chief Operating & Product Ofcr Doman Dan was granted 150,000 shares, increasing direct ownership by 21% to 857,257 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Chief Operating & Product Ofcr Doman Dan covered exercise/tax liability with 24,595 shares, decreasing direct ownership by 3% to 707,257 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CEO Mcdonald John T covered exercise/tax liability with 19,677 shares, decreasing direct ownership by 0.81% to 2,409,492 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CFO, Treasurer & Secretary Hill Michael Douglass covered exercise/tax liability with 8,856 shares, decreasing direct ownership by 3% to 331,222 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Director Chung David H S was granted 25,000 shares, increasing direct ownership by 25% to 124,484 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Director Courter Stephen E was granted 25,000 shares, increasing direct ownership by 25% to 124,232 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Director Mattox Timothy was granted 25,000 shares, increasing direct ownership by 6% to 419,008 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Director May David was granted 25,000 shares, increasing direct ownership by 15% to 191,437 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Director Walsh Teresa Miles was granted 25,000 shares, increasing direct ownership by 21% to 144,490 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CEO Mcdonald John T covered exercise/tax liability with 22,956 shares, decreasing direct ownership by 0.94% to 2,429,169 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CFO, Treasurer & Secretary Hill Michael Douglass covered exercise/tax liability with 11,152 shares, decreasing direct ownership by 3% to 340,078 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Chief Operating & Product Ofcr Doman Dan covered exercise/tax liability with 26,236 shares, decreasing direct ownership by 3% to 731,852 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CEO Mcdonald John T sold $34,064 worth of shares (14,438 units at $2.36), decreasing direct ownership by 0.59% to 2,452,125 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- President and COO Cummings Karen covered exercise/tax liability with 40,993 shares, decreasing direct ownership by 12% to 306,432 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- General Counsel and Secretary Smith Matthew Harnden covered exercise/tax liability with 3,596 shares, decreasing direct ownership by 3% to 131,908 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CEO Mcdonald John T covered exercise/tax liability with 22,957 shares, decreasing direct ownership by 0.92% to 2,466,563 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CFO & Treasurer Hill Michael Douglass covered exercise/tax liability with 11,152 shares, decreasing direct ownership by 3% to 351,230 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Chief Product Officer Doman Dan was granted 350,000 shares and covered exercise/tax liability with 14,758 shares, increasing direct ownership by 79% to 758,088 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- President and COO Cummings Karen covered exercise/tax liability with 11,479 shares, decreasing direct ownership by 3% to 347,425 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Director Mattox Timothy sold $63,862 worth of shares (20,000 units at $3.19), decreasing direct ownership by 5% to 394,008 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- General Counsel and Secretary Smith Matthew Harnden covered exercise/tax liability with 4,135 shares, decreasing direct ownership by 3% to 135,504 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CEO Mcdonald John T covered exercise/tax liability with 24,273 shares, decreasing direct ownership by 0.97% to 2,489,520 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CFO & Treasurer Hill Michael Douglass covered exercise/tax liability with 12,653 shares, decreasing direct ownership by 3% to 362,382 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Chief Product Officer Doman Dan covered exercise/tax liability with 16,414 shares, decreasing direct ownership by 4% to 422,846 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- President and COO Cummings Karen covered exercise/tax liability with 8,648 shares, decreasing direct ownership by 2% to 358,904 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- General Counsel and Secretary Smith Matthew Harnden was granted 50,000 shares, increasing direct ownership by 56% to 139,639 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CEO Mcdonald John T was granted 250,000 shares, increasing direct ownership by 11% to 2,513,793 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CFO & Treasurer Hill Michael Douglass was granted 70,000 shares, increasing direct ownership by 23% to 375,035 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Chief Product Officer Doman Dan was granted 150,000 shares, increasing direct ownership by 52% to 439,260 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Director Mattox Timothy sold $12,612 worth of shares (2,768 units at $4.56), decreasing direct ownership by 0.66% to 414,008 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- General Counsel and Secretary Smith Matthew Harnden covered exercise/tax liability with 6,197 shares, decreasing direct ownership by 6% to 89,639 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CEO Mcdonald John T covered exercise/tax liability with 17,833 shares, decreasing direct ownership by 0.78% to 2,263,793 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CFO & Treasurer Hill Michael Douglass covered exercise/tax liability with 11,070 shares, decreasing direct ownership by 4% to 305,035 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Chief Product Officer Doman Dan covered exercise/tax liability with 11,643 shares, decreasing direct ownership by 4% to 289,260 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- President and COO Cummings Karen covered exercise/tax liability with 7,812 shares, decreasing direct ownership by 2% to 367,552 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CEO Mcdonald John T converted options into 500,000 shares and covered exercise/tax liability with 196,750 shares, increasing direct ownership by 15% to 2,281,626 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- CEO Mcdonald John T converted options into 250,000 shares and covered exercise/tax liability with 98,375 shares, increasing direct ownership by 8% to 1,978,376 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Director Mattox Timothy sold $50,333 worth of shares (20,000 units at $2.52), decreasing direct ownership by 5% to 416,776 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)
- Director Chung David H S was granted 25,000 shares, increasing direct ownership by 34% to 99,484 units (SEC Form 4)4 - Upland Software, Inc. (0001505155) (Issuer)