Dan Doman
CIK 1940842 · Chief Operating & Product Ofcr · last filed 2026-03-17
"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
$630.5K
Companies
1
Total Filings
23
Lifetime Open-Market Net
-$67.2K
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 | Chief Operating & Product Ofcr | 923,766 | $0.68 | $630.5K | -$67.2K | 23 | 2026-03-17 |
Recent Filings · Page 2 of 3
23 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-06-17 | UPLD | Tax (F) | −13,447 | -$35.4K | EDGAR |
| 2024-03-19 | UPLD | Tax (F) | −15,258 | -$64.2K | EDGAR |
| 2024-01-31 | UPLD | Grant (A) | +150,000 | $0 | EDGAR |
| 2023-12-19 | UPLD | Tax (F) | −8,528 | -$39.3K | EDGAR |
| 2023-11-09 | UPLD | Sell (S) | −13,996 | -$67.2K | EDGAR |
| 2023-09-19 | UPLD | Tax (F) | −8,528 | -$32.9K | EDGAR |
| 2023-06-20 | UPLD | Tax (F) | −8,528 | -$30.1K | EDGAR |
| 2023-03-20 | UPLD | Tax (F) | −10,407 | -$49.1K | EDGAR |
| 2023-02-22 | UPLD | Grant (A) | +100,000 | $0 | EDGAR |
| 2022-12-20 | UPLD | Tax (F) | −3,444 | -$27.5K | 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.