STEPHEN E COURTER

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

"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.

Loading insider history…
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 · Page 2 of 4

38 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2022-07-14 CDZIP Grant (A) +11,339 $25.0K EDGAR
2022-04-05 CDZIP Buy (P) +10,200 $22.7K EDGAR
2021-08-04 UPLD Grant (A) +6,051 $0 EDGAR
2021-07-01 CDZI Grant (A) +1,899 $25.0K EDGAR
2020-11-13 UPLD Sell (S) −1,235 -$52.1K EDGAR
2020-08-05 UPLD Grant (A) +4,567 $0 EDGAR
2020-07-02 CDZI Grant (A) +2,337 $25.0K EDGAR
2019-11-04 UPLD Sell (S) −1,450 -$49.9K EDGAR
2019-08-07 UPLD Grant (A) +1,188 $0 EDGAR
2019-07-01 CDZI Grant (A) +1,914 $20.0K EDGAR
Showing 1120 of 38
Page 2 of 4
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.