Name | Relationship | Address | Signature | Signature date | CIK |
---|---|---|---|---|---|
MCDONALD JOHN T | CEO, Director | 900 S. CAPITAL OF TEXAS HWY, LAS CIMAS IV, SUITE 300, AUSTIN | /s/ Michael D. Hill (as attorney-in-fact for J. McDonald) | 2025-09-17 | 0001094792 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | UPLD | Common Stock | Tax liability | -$56.9K | -23K | -0.94% | $2.48 | 2.43M | Sep 16, 2025 | Direct | F1, F2 |
holding | UPLD | Common Stock | 364K | Sep 16, 2025 | By National Financial Services as Cust FBO J. McDonald RRA |
Id | Content |
---|---|
F1 | Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. |
F2 | Does not include 125,000 shares of common stock held in a trust for the benefit of Mr. McDonald's children of which The Bryn Mawr Trust Company of Delaware is the trustee. |