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.
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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.
Recent Filings · Page 2 of 4
38 filingsForm 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 |
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.