JOHN T. MCDONALD - 16 Mar 2025 Form 4 Insider Report for Upland Software, Inc. (UPLD)

Role
CEO, Director
Signature
/s/ Matthew Smith (as attorney-in-fact for J. McDonald)
Issuer symbol
UPLD
Transactions as of
16 Mar 2025
Net transactions value
-$75,246
Form type
4
Filing time
17 Mar 2025, 17:24:58 UTC
Previous filing
30 Jan 2025
Next filing
17 Jun 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UPLD Common Stock Tax liability $75,246 -24,273 -0.97% $3.10 2,489,520 16 Mar 2025 Direct F1, F2
holding UPLD Common Stock 363,738 16 Mar 2025 By National Financial Services as Cust FBO J. McDonald RRA
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

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.