| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Upland Software, Inc. | CEO, Director | Common Stock | 2.43M | $6.02M | $2.48 | 16 Sep 2025 | Direct |
| Upland Software, Inc. | CEO, Director | Performance Share Unit | 250K | $1.14M | $4.56 | 28 Jan 2025 | Direct |
| Upland Software, Inc. | CEO, Director | Common Stock | 364K | $877K | $2.41 | 16 Sep 2025 | By National Financial Services as Cust FBO J. McDonald RRA |
| BigCommerce Holdings, Inc. | Director | Series 1 Common Stock | 13.4K | $117K | $8.75 | 17 May 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| UPLD | Upland Software, Inc. | 16 Sep 2025 | 1 | -$56.9K | 4 | CEO, Director | 17 Sep 2025, 17:29 |
| UPLD | Upland Software, Inc. | 11 Sep 2025 | 1 | -$34.1K | 4 | CEO, Director | 11 Sep 2025, 17:50 |
| UPLD | Upland Software, Inc. | 16 Jun 2025 | 1 | -$42.2K | 4 | CEO, Director | 17 Jun 2025, 16:17 |
| UPLD | Upland Software, Inc. | 16 Mar 2025 | 1 | -$75.2K | 4 | CEO, Director | 17 Mar 2025, 17:24 |
| UPLD | Upland Software, Inc. | 28 Jan 2025 | 2 | $0 | 4 | CEO, Director | 30 Jan 2025, 17:17 |
| UPLD | Upland Software, Inc. | 16 Dec 2024 | 1 | -$80.4K | 4 | CEO, Director | 17 Dec 2024, 17:17 |
| UPLD | Upland Software, Inc. | 06 Dec 2024 | 9 | -$961K | 4 | CEO, Director | 10 Dec 2024, 17:49 |
| UPLD | Upland Software, Inc. | 03 Dec 2024 | 9 | -$424K | 4 | CEO, Director | 05 Dec 2024, 18:36 |
| UPLD | Upland Software, Inc. | 16 Sep 2024 | 1 | -$39.9K | 4 | CEO, Director | 17 Sep 2024, 16:59 |
| UPLD | Upland Software, Inc. | 08 Aug 2024 | 2 | $197K | 4 | CEO, Director | 12 Aug 2024, 16:24 |
| UPLD | Upland Software, Inc. | 16 Jun 2024 | 1 | -$46.9K | 4 | CEO, Director | 17 Jun 2024, 17:06 |
| UPLD | Upland Software, Inc. | 05 Jun 2024 | 1 | $0 | 4 | CEO, Director | 06 Jun 2024, 17:03 |
| UPLD | Upland Software, Inc. | 16 Mar 2024 | 1 | -$81.4K | 4 | CEO, Director | 19 Mar 2024, 18:17 |
| UPLD | Upland Software, Inc. | 29 Jan 2024 | 2 | $0 | 4/A | CEO, Director | 11 Mar 2024, 17:15 |
| UPLD | Upland Software, Inc. | 29 Jan 2024 | 2 | $0 | 4 | CEO, Director | 31 Jan 2024, 19:23 |
| UPLD | Upland Software, Inc. | 16 Dec 2023 | 1 | -$53.7K | 4 | CEO, Director | 19 Dec 2023, 17:36 |
| UPLD | Upland Software, Inc. | 16 Sep 2023 | 1 | -$45K | 4 | CEO, Director | 19 Sep 2023, 21:01 |
| UPLD | Upland Software, Inc. | 16 Jun 2023 | 1 | -$41.1K | 4 | CEO, Director | 20 Jun 2023, 16:10 |
| UPLD | Upland Software, Inc. | 16 Mar 2023 | 1 | -$60K | 4 | CEO, Director | 20 Mar 2023, 18:52 |
| UPLD | Upland Software, Inc. | 10 Mar 2023 | 2 | $95.5K | 4 | CEO, Director | 14 Mar 2023, 16:08 |
| UPLD | Upland Software, Inc. | 21 Feb 2023 | 2 | $0 | 4 | CEO, Director | 22 Feb 2023, 15:35 |
| UPLD | Upland Software, Inc. | 16 Dec 2022 | 1 | -$84.3K | 4 | CEO, Director | 20 Dec 2022, 15:18 |
| UPLD | Upland Software, Inc. | 21 Oct 2022 | 1 | $0 | 4 | CEO, Director | 25 Oct 2022, 16:24 |
| UPLD | Upland Software, Inc. | 16 Sep 2022 | 1 | -$68.1K | 4 | CEO, Director | 20 Sep 2022, 16:33 |
| UPLD | Upland Software, Inc. | 23 Aug 2022 | 1 | $113K | 4 | CEO, Director | 25 Aug 2022, 17:39 |
| UPLD | Upland Software, Inc. | 19 Aug 2022 | 2 | $325K | 4 | CEO, Director | 23 Aug 2022, 16:04 |
| UPLD | Upland Software, Inc. | 17 Aug 2022 | 2 | $224K | 4 | CEO, Director | 19 Aug 2022, 16:02 |
| UPLD | Upland Software, Inc. | 15 Aug 2022 | 1 | $112K | 4 | CEO, Director | 17 Aug 2022, 16:23 |
| UPLD | Upland Software, Inc. | 11 Aug 2022 | 2 | $226K | 4 | CEO, Director | 15 Aug 2022, 16:15 |
| UPLD | Upland Software, Inc. | 16 Jun 2022 | 1 | -$99.7K | 4 | CEO, Director | 21 Jun 2022, 16:11 |
| BIGC | BigCommerce Holdings, Inc. | 17 May 2022 | 1 | $0 | 4 | Director | 19 May 2022, 17:46 |
| UPLD | Upland Software, Inc. | 16 Mar 2022 | 1 | -$125K | 4 | CEO, Director | 18 Mar 2022, 16:12 |
| BIGC | BigCommerce Holdings, Inc. | 11 Mar 2022 | 1 | $0 | 4 | Director | 15 Mar 2022, 20:01 |
| UPLD | Upland Software, Inc. | 12 Jan 2022 | 2 | $0 | 4 | CEO, Director | 14 Jan 2022, 17:05 |
| UPLD | Upland Software, Inc. | 16 Dec 2021 | 1 | -$183K | 4 | CEO, Director | 21 Dec 2021, 08:27 |
| BIGC | BigCommerce Holdings, Inc. | 11 Nov 2021 | 2 | $0 | 4 | Director | 15 Nov 2021, 16:57 |
| UPLD | Upland Software, Inc. | 16 Sep 2021 | 1 | -$373K | 4 | CEO, Director | 20 Sep 2021, 16:09 |
| UPLD | Upland Software, Inc. | 30 Jun 2021 | 3 | -$2.19M | 4 | CEO, Director | 02 Jul 2021, 18:01 |
| UPLD | Upland Software, Inc. | 18 Jun 2021 | 2 | -$427K | 4 | CEO, Director | 21 Jun 2021, 19:06 |
| BIGC | BigCommerce Holdings, Inc. | 14 May 2021 | 2 | $0 | 4 | Director | 18 May 2021, 17:10 |
| UPLD | Upland Software, Inc. | 17 Mar 2021 | 2 | -$493K | 4/A | CEO, Director | 20 Sep 2021, 16:08 |