List of insiders holdings for Upland Software Inc.:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time |
Shares Owned Directly Indirectly |
Total Shares Owned |
Filing |
| 1 | ULYSSES AGGREGATOR LP HGGC FUND IV GP LTD. Chung David H S 10% Owner |
2024-06-17 16:41:15 | 7,392,209 0 |
7,392,209 | Form 13D |
| 2 | MCDONALD JOHN T CEO |
2025-03-17 17:24:58 | 2,489,520 363,738 |
2,853,258 | Form 4 |
| 3 | AV Partners IX LLC ARAGONA JOSEPH C DEANGELIS KENNETH P PACITTI CHRISTOPHER A Siegel Philip S 10% Owner |
2017-11-20 18:52:58 | 0 2,182,584 |
2,182,584 | Form 4 |
| 4 | THORNTON JOHN D 10% Owner |
2017-11-20 21:07:59 | 0 2,182,584 |
2,182,584 | Form 4 |
| 5 | ESW Capital LLC LIEMANDT JOSEPH ACORN PERFORMANCE GROUP INC. 10% Owner |
2021-07-09 16:15:19 | 1,443,344 0 |
1,443,344 | Form 13G |
| 6 | WAVE SYSTEMS CORP ESW Capital LLC LIEMANDT JOSEPH 10% Owner |
2021-07-09 16:15:19 | 1,443,344 0 |
1,443,344 | Form 13G |
| 7 | EPM Live Inc. ESW Capital LLC LIEMANDT JOSEPH Member of 10% owner group |
2021-07-09 16:15:19 | 1,443,344 0 |
1,443,344 | Form 13G |
| 8 | ESW Capital LLC LIEMANDT JOSEPH DevFactory FZ-LLC 10% Owner |
2021-07-09 16:15:19 | 1,443,344 0 |
1,443,344 | Form 13G |
| 9 | GLOBAL UNDERVALUED SECURITIES MASTER FUND LP KLEINHEINZ CAPITAL PARTNERS INC. MJBW Investments LP MJBW Genpar LLC KLEINHEINZ JOHN B Member of 10% owner group |
2019-02-11 11:54:51 | 975,000 0 |
975,000 | Form 13G |
| 10 | Hill Michael Douglass CFO & Treasurer |
2025-03-17 17:24:07 | 362,382 160,042 |
522,424 | Form 4 |
| 11 | Doman Dan Chief Product Officer |
2025-03-17 17:23:14 | 422,846 0 |
422,846 | Form 4 |
| 12 | Mattox Timothy Director |
2025-03-17 17:26:47 | 394,008 0 |
394,008 | Form 4 |
| 13 | Cummings Karen President and COO |
2025-03-17 17:22:15 | 358,904 0 |
358,904 | Form 4 |
| 14 | Favaron Rodney C President |
2022-06-21 16:04:18 | 338,742 0 |
338,742 | Form 4 |
| 15 | Yates Oliver Robert MacFarlane Chief Sales Officer |
2024-03-19 18:09:52 | 251,567 0 |
251,567 | Form 4 |
| 16 | Miller Paul Kenneth Chief Operating Officer |
2023-12-19 17:44:54 | 209,387 0 |
209,387 | Form 4 |
| 17 | Gill Kinloch III CLO and Secretary |
2023-09-19 17:18:10 | 194,590 0 |
194,590 | Form 4 |
| 18 | MAY DAVID Director |
2024-11-04 17:08:55 | 166,437 0 |
166,437 | Form 4 |
| 19 | Breslin Matthew Chief Revenue Officer |
2024-02-07 18:03:09 | 150,000 0 |
150,000 | Form 4 |
| 20 | Smith Matthew Harnden General Counsel and Secretary |
2025-03-17 17:25:52 | 135,504 0 |
135,504 | Form 4 |
| 21 | Walsh Teresa Miles Director |
2024-11-04 17:09:43 | 119,490 0 |
119,490 | Form 4 |
| 22 | Ross Joe Director |
2023-08-02 16:30:54 | 118,545 0 |
118,545 | Form 4 |
| 23 | Burk Ian Chief Business Officer |
2022-12-20 16:11:42 | 107,047 0 |
107,047 | Form 4 |
| 24 | AV Partners IX LLC Austin Ventures IX LP AUSTIN VENTURES X LP AV Partners IX LP AV Partners X L.L.C. AV Partners X L.P. 10% Owner |
2017-11-22 17:59:17 | 106,188 0 |
106,188 | Form 13D |
| 25 | Henley R Brian Executive Vice President |
2014-11-05 19:04:14 | 102,475 0 |
102,475 | Form 3 |
| 26 | Chung David H S Director |
2024-11-04 17:11:46 | 99,484 0 |
99,484 | Form 4 |
| 27 | COURTER STEPHEN E Director |
2024-11-04 17:11:06 | 99,232 0 |
99,232 | Form 4 |
| 28 | Melik Ludwig President |
2014-11-05 19:10:34 | 65,567 0 |
65,567 | Form 3 |
| 29 | Sarracino Steven Director |
2015-11-12 17:02:59 | 15,929 0 |
15,929 | Form 4 |