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
5
code S
Reporting Insiders
25
current holders
UPLD — Recent Form 4 Transactions (latest 2026-08-04)
FiledInsiderRole TypeSharesValue
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
2024-12-17 Michael Douglass Hill CFO & Treasurer F
2024-12-17 Matthew Harnden Smith General Counsel and Secretary F
2024-12-17 JOHN T MCDONALD CEO F
2024-12-17 Karen Cummings President and COO F
2024-12-10 JOHN T MCDONALD CEO MIXED
2024-12-05 JOHN T MCDONALD CEO MIXED
2024-11-15 Timothy Mattox Director Sell
2024-11-04 DAVID MAY Director A
UPLD — Current Insider Holders
InsiderRole Shares HeldValue
374,045
10%+ Owner 352,952
10%+ Owner 346,474
CEO 300,463
10%+ Owner 265,797
Chief Operating & Product Ofcr 89,425
10%+ Owner 87,303
CFO, Treasurer & Secretary 54,340
CEO and President 50,215
10%+ Owner 49,855
Director 40,900
President 33,874
President and COO 30,643
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
Chief Business Officer 11,331
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.