Ian Burk

CIK 1940878 · Chief Business Officer · last filed 2022-12-20

Ian Burk is a Chief Business Officer who has filed 5 SEC Form 4 insider transactions across 1 company since 2022. The most recent filing, for UPLD, was dated Dec 20, 2022. Across all open-market trades the lifetime net is −$234.9K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $77.3K 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

$77.3K

Companies

1

Total Filings

5

Lifetime Open-Market Net

-$234.9K

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 Business Officer 113,313 $0.68 $77.3K -$234.9K 5 2022-12-20

Recent Filings

5 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2022-12-20 UPLD Mixed −12,006 -$93.0K EDGAR
2022-11-18 UPLD Tax (F) −2,520 -$20.3K EDGAR
2022-10-25 UPLD Grant (A) +50,000 $0 EDGAR
2022-09-20 UPLD Tax (F) −508 -$4.8K EDGAR
2022-08-11 UPLD Sell (S) −16,748 -$187.7K 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.