UPLD (Upland Software, Inc.)

Insider Trading Activity

Every open-market purchase and sale reported by UPLD officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

Form 4 Filings
50
most recent
Open-Market Buys
0
code P
Sales
8
code S
Reporting Insiders
25
current holders
UPLD — Recent Form 4 Transactions (latest 2026-09-21)
FiledInsiderRole TypeSharesValue
2026-09-21 Sean Nathaniel CEO and President F — —
2026-09-21 Dan Doman Chief Operating & Product Ofcr F — —
2026-09-21 Jennifer L. Simon Chief Financial Officer F — —
2026-08-18 Jennifer L. Simon Chief Financial Officer A — —
2026-08-11 Timothy Mattox Director Sell — —
2026-08-10 Timothy Mattox Director Sell — —
2026-08-06 Timothy Mattox Director Sell — —
2026-08-06 Timothy Mattox Director Sell — —
2026-08-04 Timothy Mattox Director Sell — —
2026-06-16 Dan Doman Chief Operating & Product Ofcr F — —
2026-06-16 Michael Douglass Hill CFO, Treasurer & Secretary F — —
2026-06-16 Sean Nathaniel CEO and President F — —
2026-06-08 Sean Nathaniel CEO and President A — —
2026-05-04 JOHN T MCDONALD Director A — —
2026-03-17 Dan Doman Chief Operating & Product Ofcr F — —
2026-03-17 Michael Douglass Hill CFO, Treasurer & Secretary F — —
2026-03-17 JOHN T MCDONALD CEO F — —
2026-03-03 Dan Doman Chief Operating & Product Ofcr A — —
2026-02-25 Michael Douglass Hill CFO, Treasurer & Secretary A — —
2026-02-25 Dan Doman Chief Operating & Product Ofcr A — —
2025-12-17 JOHN T MCDONALD CEO F — —
2025-12-17 Michael Douglass Hill CFO, Treasurer & Secretary F — —
2025-12-17 Dan Doman Chief Operating & Product Ofcr F — —
2025-10-29 Teresa Miles Walsh Director A — —
2025-10-29 STEPHEN E COURTER Director A — —
2025-10-29 Timothy Mattox Director A — —
2025-10-29 DAVID MAY Director A — —
2025-10-29 David H S Chung Director A — —
2025-09-17 Michael Douglass Hill CFO, Treasurer & Secretary F — —
2025-09-17 JOHN T MCDONALD CEO F — —
2025-09-17 Dan Doman Chief Operating & Product Ofcr F — —
2025-09-11 JOHN T MCDONALD CEO Sell — —
2025-07-01 Karen Cummings President and COO F — —
2025-06-17 Karen Cummings President and COO F — —
2025-06-17 Michael Douglass Hill CFO & Treasurer F — —
2025-06-17 JOHN T MCDONALD CEO F — —
2025-06-17 Matthew Harnden Smith General Counsel and Secretary F — —
2025-06-17 Dan Doman Chief Product Officer MIXED — —
2025-03-17 Dan Doman Chief Product Officer F — —
2025-03-17 Timothy Mattox Director Sell — —
2025-03-17 Karen Cummings President and COO F — —
2025-03-17 Michael Douglass Hill CFO & Treasurer F — —
2025-03-17 Matthew Harnden Smith General Counsel and Secretary F — —
2025-03-17 JOHN T MCDONALD CEO F — —
2025-01-30 Matthew Harnden Smith General Counsel and Secretary A — —
2025-01-30 JOHN T MCDONALD CEO A — —
2025-01-30 Dan Doman Chief Product Officer A — —
2025-01-30 Michael Douglass Hill CFO & Treasurer A — —
2024-12-17 Timothy Mattox Director Sell — —
2024-12-17 Dan Doman Chief Product Officer F — —
UPLD — Current Insider Holders
InsiderRole Shares HeldValue
— — 374,045 —
— 10%+ Owner 352,952 —
— 10%+ Owner 346,474 —
— CEO 300,463 —
— 10%+ Owner 265,797 —
— 10%+ Owner 87,303 —
— Chief Operating & Product Ofcr 86,473 —
— CFO, Treasurer & Secretary 54,340 —
— 10%+ Owner 49,855 —
— CEO and President 48,574 —
— Director 36,052 —
— President 33,874 —
— President and COO 30,643 —
— Chief Financial Officer 28,883 —
— Chief Sales Officer 25,157 —
— Chief Operating Officer 20,939 —
— CLO and Secretary 19,459 —
— Director 19,144 —
— Chief Revenue Officer 15,000 —
— Director 14,449 —
— General Counsel and Secretary 13,191 —
— Director 12,542 —
— Director 12,448 —
— Director 12,423 —
— Director 11,854 —
How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the UPLD quote page; the site-wide leaderboard is on the insider transactions hub.