Dan Doman
CIK 1940842 · Chief Operating & Product Ofcr · last filed 2026-06-16
Dan Doman is a Chief Operating & Product Ofcr who has filed 25 SEC Form 4 insider transactions across 1 company since 2022. The most recent filing shows the insider had shares withheld for taxes covering $17.9K of UPLD on Jun 16, 2026. Across all open-market trades the lifetime net is −$67.2K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $441.8K 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.
$441.8K
1
25
-$67.2K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| UPLD | Chief Operating & Product Ofcr | 89,425 | $4.94 | $441.8K | -$67.2K | 24 | 2026-06-16 |
Recent Filings
25 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-06-16 | UPLD | Tax (F) | −29,515 | -$17.9K | EDGAR |
| 2026-03-17 | UPLD | Tax (F) | −33,491 | -$18.1K | EDGAR |
| 2026-03-03 | UPLD | Grant (A) | +100,000 | $0 | EDGAR |
| 2026-02-25 | UPLD | Grant (A) | +150,000 | $0 | EDGAR |
| 2025-12-17 | UPLD | Tax (F) | −24,595 | -$36.5K | EDGAR |
| 2025-09-17 | UPLD | Tax (F) | −26,236 | -$65.1K | EDGAR |
| 2025-06-17 | UPLD | Mixed | +335,242 | -$27.2K | EDGAR |
| 2025-03-17 | UPLD | Tax (F) | −16,414 | -$50.9K | EDGAR |
| 2025-01-30 | UPLD | Grant (A) | +150,000 | $0 | EDGAR |
| 2024-12-17 | UPLD | Tax (F) | −11,643 | -$52.5K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.