STEPHEN E COURTER

CIK 1131058 · Chief Executive Officer · last filed 2025-10-29

STEPHEN E COURTER is a Chief Executive Officer who has filed 38 SEC Form 4 insider transactions across 3 companies since 2009. The most recent filing, for UPLD, was dated Oct 29, 2025. Across all open-market trades the lifetime net is −$208.5K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $2.0M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$1.98M

Companies

3

Total Filings

38

Lifetime Open-Market Net

-$208.5K

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
UPLD Director 124,232 $0.68 $84.8K -$243.2K 17 2025-10-29
CDZIP Director 75,489 $23.50 $1.77M $27.8K 6 2025-06-30
CDZI Director 30,098 $3.99 $120.1K $6.8K 14 2021-07-01

Recent Filings

38 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2025-10-29 UPLD Grant (A) +25,000 $0 EDGAR
2025-06-30 CDZIP Grant (A) +8,212 $25.0K EDGAR
2024-11-04 UPLD Grant (A) +25,000 $0 EDGAR
2024-07-03 CDZIP Grant (A) +8,174 $25.0K EDGAR
2023-11-22 UPLD Sell (S) −20,448 -$90.6K EDGAR
2023-08-02 UPLD Grant (A) +62,816 $0 EDGAR
2023-07-06 CDZIP Grant (A) +5,666 $25.0K EDGAR
2022-12-16 CDZIP Buy (P) +2,000 $5.1K EDGAR
2022-10-14 UPLD Sell (S) −7,000 -$50.5K EDGAR
2022-08-02 UPLD Grant (A) +17,830 $0 EDGAR
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Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.