Upland Software, Inc.
UPLD- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001505155
In the last 90 days, Upland Software, Inc. insiders filed 0 open-market purchases and 4 sales; 30 institutions reported holding it in 13F filings for Q2 2026, worth $4.26M in total; no superinvestor holds it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Upland Software, Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 0 filings
- Open-market sells
- 4 filings
- 1 insider, $25.7K in total
- Insiders trading
- 1
- Net value
- −$25.7K
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Upland Software, Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Doman Dan | Chief Operating & Product Ofcr | 86,473 | Sep 21, 2026 | 6 |
| Nathaniel Sean | CEO and President | 48,574 | Sep 21, 2026 | 3 |
| Simon Jennifer L. | Chief Financial Officer | 28,883 | Sep 21, 2026 | 2 |
| Mattox Timothy | Director | 36,053 | Aug 11, 2026 | 5 |
| Hill Michael Douglass | CFO, Treasurer & Secretary | 383,360 | Jun 16, 2026 | 4 |
| McDonald John T | Director | 2,640,887 | May 4, 2026 | 3 |
| Courter Stephen E | Director | 124,232 | Oct 29, 2025 | 1 |
| May David | Director | 191,437 | Oct 29, 2025 | 1 |
| Chung David H S | Director | 124,484 | Oct 29, 2025 | 1 |
| Walsh Teresa Miles | Director | 144,490 | Oct 29, 2025 | 1 |
| Cummings Karen | President and COO | 306,432 | Jul 1, 2025 | 0 |
| Smith Matthew Harnden | General Counsel and Secretary | 131,908 | Jun 17, 2025 | 0 |
| Yates Oliver Robert MacFarlane | Chief Sales Officer | 251,567 | Mar 19, 2024 | 0 |
| Breslin Matthew | Chief Revenue Officer | 150,000 | Feb 7, 2024 | 0 |
| Miller Paul Kenneth | Chief Operating Officer | 209,387 | Dec 19, 2023 | 0 |
| Gill Kinloch III | CLO and Secretary | 194,590 | Sep 19, 2023 | 0 |
| Ross Joe | Director | 118,545 | Aug 2, 2023 | 0 |
| Burk Ian | Chief Business Officer | 107,047 | Dec 20, 2022 | 0 |
| Favaron Rodney C | President | 338,742 | Jun 21, 2022 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 11, 2026 (view filing)4:54 PM ET | Aug 7 | 4 days | Mattox TimothyDirector | SSale | −847.4 | $4.28 | −$3.63K | −2.3%36.1K after | 10b5-1 |
| Aug 10, 2026 (view filing)5:36 PM ET | Aug 6 | 4 days | Mattox TimothyDirector | SSale | −1.00K | $4.27 | −$4.27K | −2.6%36.9K after | 10b5-1 |
| Aug 6, 2026 (view filing)4:55 PM ET | Aug 4-5 | 2 days | Mattox TimothyDirector | SSale | −2.00K | $4.43 | −$8.86K | −5.0%37.9K after | 2 lots10b5-1 |
| Aug 4, 2026 (view filing)5:46 PM ET | Jul 31-Aug 3 | 4 days | Mattox TimothyDirector | SSale | −2.00K | $4.47 | −$8.93K | −4.8%39.9K after | 2 lots10b5-1 |
| Sep 11, 2025 (view filing) | Sep 11 | Same day | McDonald John TCEO | SSale | −14.4K | $2.36 | −$34.1K | −0.6%2.45M after | |
| Mar 17, 2025 (view filing) | Mar 17 | Same day | Mattox TimothyDirector | SSale | −20.0K | $3.19 | −$63.8K | −4.8%394.0K after | 10b5-1 |
| Dec 17, 2024 (view filing) | Dec 17 | Same day | Mattox TimothyDirector | SSale | −2.77K | $4.56 | −$12.6K | −0.7%414.0K after | 10b5-1 |
| Nov 15, 2024 (view filing) | Nov 13-14 | 2 days | Mattox TimothyDirector | SSale | −20.0K | $2.51 | −$50.3K | −4.6%416.8K after | 2 lots |
| Aug 12, 2024 (view filing) | Aug 8-9 | 4 days | McDonald John TCEO | PPurchase | +100.0K | $1.97 | +$196.7K | +37.9%363.7K after | 2 lots |
| Nov 22, 2023 (view filing) | Nov 21 | 1 day | Courter Stephen EDirector | SSale | −20.4K | $4.43 | −$90.6K | −21.6%74.2K after | |
| Nov 9, 2023 (view filing) | Nov 7 | 2 days | Doman DanChief Product Officer | SSale | −14.0K | $4.80 | −$67.2K | −6.5%199.8K after | |
| Mar 14, 2023 (view filing) | Mar 10-13 | 4 days | McDonald John TCEO | PPurchase | +20.0K | $4.78 | +$95.5K | +8.2%263.7K after | 2 lots |
| Dec 20, 2022 (view filing) | Dec 19 | 1 day | Burk IanChief Business Officer | SSale | −6.27K | $7.52 | −$47.1K | −5.5%107.0K after | |
| Nov 9, 2022 (view filing) | Nov 7 | 2 days | Gill Kinloch IIICLO and Secretary | SSale | −8.30K | $7.32 | −$60.8K | −6.4%122.4K after | |
| Oct 14, 2022 (view filing) | Oct 12-13 | 2 days | Courter Stephen EDirector | SSale | −7.00K | $7.22 | −$50.5K | −18.0%31.9K after | 2 lots |
| Aug 25, 2022 (view filing) | Aug 23 | 2 days | McDonald John TCEO | PPurchase | +10.0K | $11.33 | +$113.3K | +4.3%243.7K after | |
| Aug 23, 2022 (view filing) | Aug 19-22 | 4 days | McDonald John TCEO | PPurchase | +30.0K | $10.82 | +$324.5K | +14.7%233.7K after | 2 lots |
| Aug 19, 2022 (view filing) | Aug 17-18 | 2 days | McDonald John TCEO | PPurchase | +20.0K | $11.22 | +$224.3K | +10.9%203.7K after | 2 lots |
| Aug 17, 2022 (view filing) | Aug 15 | 2 days | McDonald John TCEO | PPurchase | +10.0K | $11.22 | +$112.2K | +5.8%183.7K after | |
| Aug 15, 2022 (view filing) | Aug 11-12 | 4 days | McDonald John TCEO | PPurchase | +20.0K | $11.31 | +$226.2K | +13.0%173.7K after | 2 lots |
| Aug 11, 2022 (view filing) | Aug 9 | 2 days | Burk IanChief Business Officer | SSale | −16.7K | $11.21 | −$187.7K | −18.9%72.1K after | |
| Nov 22, 2021 (view filing) | Nov 18 | 4 days | Gill Kinloch IIIEVP, CLO and Secretary | SSale | −3.48K | $21.97 | −$76.5K | −5.0%65.9K after | |
| Sep 20, 2021 (view filing) | Sep 17-20 | 3 days | Favaron Rodney CPresident | SSale | −9.96K | $36.50 | −$363.5K | −4.2%228.3K after | 2 lots |
| Sep 20, 2021 (view filing) | Sep 17-20 | 3 days | Hill Michael DouglassCFO &Treasurer | SSale | −7.20K | $36.61 | −$263.5K | −3.2%217.0K after | 2 lots |
| Sep 20, 2021 (view filing) | Mar 17 | 187 days | McDonald John TCEO | SSale | −10.2K | $48.35 | −$492.6K | −0.7%1.37M after | Amended2 lots |
| Jul 2, 2021 (view filing) | Jul 2 | Same day | McDonald John TCEO | SSale | −52.7K | $41.58 | −$2.19M | −3.5%1.44M after |