Oliver Robert MacFarlane Yates
CIK 1984088 · Chief Sales Officer · last filed 2024-03-19
Oliver Robert MacFarlane Yates is a Chief Sales Officer who has filed 4 SEC Form 4 insider transactions across 1 company since 2023. The most recent filing shows the insider had shares withheld for taxes covering $28.1K of UPLD on Mar 19, 2024. Current disclosed insider exposure totals $171.7K 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.
$171.7K
1
4
$0
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| UPLD | Chief Sales Officer | 251,567 | $0.68 | $171.7K | $0 | 4 | 2024-03-19 |
Recent Filings
4 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-03-19 | UPLD | Tax (F) | −6,672 | -$28.1K | EDGAR |
| 2024-01-31 | UPLD | Grant (A) | +135,000 | $0 | EDGAR |
| 2023-12-19 | UPLD | Tax (F) | −2,740 | -$12.6K | EDGAR |
| 2023-09-19 | UPLD | Tax (F) | −2,740 | -$10.6K | EDGAR |