| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Upland Software, Inc. | CFO, Treasurer & Secretary | Common Stock | 331,222 | $491,864 | $1.48 | 16 Dec 2025 | Direct |
| Upland Software, Inc. | CFO, Treasurer & Secretary | Common Stock | 160,042 | $379,299 | $2.37 | 16 Dec 2025 | Held by MDH Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| UPLD | Upland Software, Inc. | 16 Dec 2025 | 1 | -$13,151 | 4 | CFO, Treasurer & Secretary | 17 Dec 2025, 16:27 |
| UPLD | Upland Software, Inc. | 16 Sep 2025 | 1 | -$27,657 | 4 | CFO, Treasurer & Secretary | 17 Sep 2025, 17:26 |
| UPLD | Upland Software, Inc. | 16 Jun 2025 | 1 | -$20,520 | 4 | CFO & Treasurer | 17 Jun 2025, 16:16 |
| UPLD | Upland Software, Inc. | 16 Mar 2025 | 1 | -$39,224 | 4 | CFO & Treasurer | 17 Mar 2025, 17:24 |
| UPLD | Upland Software, Inc. | 28 Jan 2025 | 1 | $0 | 4 | CFO & Treasurer | 30 Jan 2025, 17:14 |
| UPLD | Upland Software, Inc. | 16 Dec 2024 | 1 | -$49,926 | 4 | CFO & Treasurer | 17 Dec 2024, 17:16 |
| UPLD | Upland Software, Inc. | 16 Sep 2024 | 1 | -$24,797 | 4 | CFO & Treasurer | 17 Sep 2024, 16:52 |
| UPLD | Upland Software, Inc. | 16 Jun 2024 | 1 | -$29,114 | 4 | CFO & Treasurer | 17 Jun 2024, 17:03 |
| UPLD | Upland Software, Inc. | 16 Mar 2024 | 1 | -$52,873 | 4 | CFO & Treasurer | 19 Mar 2024, 18:15 |
| UPLD | Upland Software, Inc. | 29 Jan 2024 | 1 | $0 | 4 | CFO & Treasurer | 31 Jan 2024, 17:52 |
| UPLD | Upland Software, Inc. | 16 Dec 2023 | 1 | -$46,118 | 4 | CFO & Treasurer | 19 Dec 2023, 17:10 |
| UPLD | Upland Software, Inc. | 16 Sep 2023 | 1 | -$38,615 | 4 | CFO & Treasurer | 19 Sep 2023, 18:14 |
| UPLD | Upland Software, Inc. | 16 Jun 2023 | 1 | -$35,314 | 4 | CFO | 20 Jun 2023, 16:33 |
| UPLD | Upland Software, Inc. | 16 Mar 2023 | 1 | -$52,175 | 4 | CFO & Treasurer | 20 Mar 2023, 18:59 |
| UPLD | Upland Software, Inc. | 21 Feb 2023 | 1 | $0 | 4 | CFO & Treasurer | 22 Feb 2023, 16:56 |
| UPLD | Upland Software, Inc. | 16 Dec 2022 | 1 | -$73,380 | 4 | CFO & Treasurer | 20 Dec 2022, 15:08 |
| UPLD | Upland Software, Inc. | 21 Oct 2022 | 1 | $0 | 4 | CFO & Treasurer | 25 Oct 2022, 16:20 |
| UPLD | Upland Software, Inc. | 16 Sep 2022 | 1 | -$64,609 | 4 | CFO & Treasurer | 20 Sep 2022, 16:36 |
| UPLD | Upland Software, Inc. | 16 Jun 2022 | 1 | -$94,503 | 4 | CFO & Treasurer | 21 Jun 2022, 16:14 |
| UPLD | Upland Software, Inc. | 16 Mar 2022 | 1 | -$119,036 | 4 | CFO & Treasurer | 18 Mar 2022, 16:05 |
| UPLD | Upland Software, Inc. | 12 Jan 2022 | 3 | $0 | 4 | CFO &Treasurer | 14 Jan 2022, 15:44 |
| UPLD | Upland Software, Inc. | 16 Dec 2021 | 3 | -$129,142 | 4 | CFO &Treasurer | 20 Dec 2021, 17:11 |
| UPLD | Upland Software, Inc. | 16 Sep 2021 | 4 | -$263,531 | 4 | CFO &Treasurer | 20 Sep 2021, 17:06 |
| UPLD | Upland Software, Inc. | 21 Jun 2021 | 1 | -$307,011 | 4 | CFO &Treasurer | 21 Jun 2021, 19:04 |