Joe Ross
CIK 1719895 · last filed 2023-08-02
Joe Ross is a corporate insider who has filed 7 SEC Form 4 insider transactions across 1 company since 2017. The most recent filing, for UPLD, was dated Aug 2, 2023. Current disclosed insider exposure totals $80.9K 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.
$80.9K
1
7
$0
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| UPLD | Director | 118,545 | $0.68 | $80.9K | $0 | 7 | 2023-08-02 |
Recent Filings
7 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-08-02 | UPLD | Grant (A) | +62,816 | $0 | EDGAR |
| 2022-08-02 | UPLD | Grant (A) | +17,830 | $0 | EDGAR |
| 2021-08-04 | UPLD | Grant (A) | +6,051 | $0 | EDGAR |
| 2020-08-05 | UPLD | Grant (A) | +4,567 | $0 | EDGAR |
| 2019-08-07 | UPLD | Grant (A) | +1,188 | $0 | EDGAR |
| 2018-08-08 | UPLD | Grant (A) | +1,497 | $0 | EDGAR |
| 2017-11-08 | UPLD | Grant (A) | — | $0 | EDGAR |