Kinloch III Gill

CIK 1629817 · CLO and Secretary · last filed 2023-09-19

Kinloch III Gill is a CLO and Secretary who has filed 35 SEC Form 4 insider transactions across 2 companies since 2015. The most recent filing shows the insider had shares withheld for taxes covering $26.0K of UPLD on Sep 19, 2023. Across all open-market trades the lifetime net is −$519.1K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $2.8M 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

$2.82M

Companies

2

Total Filings

35

Lifetime Open-Market Net

-$519.1K

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 CLO and Secretary 194,590 $0.68 $132.8K -$491.2K 14 2023-09-19
BV CLO, GC & Secretary 208,551 $12.89 $2.69M -$27.8K 20 2017-12-21

Recent Filings

35 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2023-09-19 UPLD Tax (F) −6,724 -$26.0K EDGAR
2023-06-20 UPLD Tax (F) −6,724 -$23.7K EDGAR
2023-03-20 UPLD Tax (F) −7,629 -$36.0K EDGAR
2023-02-22 UPLD Grant (A) +100,000 $0 EDGAR
2022-12-20 UPLD Tax (F) −6,724 -$53.7K EDGAR
2022-11-09 UPLD Sell (S) −8,300 -$60.8K EDGAR
2022-10-25 UPLD Grant (A) +50,000 $0 EDGAR
2022-09-20 UPLD Tax (F) −1,804 -$16.9K EDGAR
2022-06-21 UPLD Tax (F) −1,804 -$24.8K EDGAR
2022-03-18 UPLD Tax (F) −2,507 -$41.8K 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.