List of insiders holdings for Upland Software Inc.:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
| 1 | ULYSSES AGGREGATOR LP HGGC FUND IV GP LTD. Chung David H S 10% Owner | 2024-06-17 16:41:15 | 7,392,209 0 | 7,392,209 | Form 13D |
| 2 | MCDONALD JOHN T CEO | 2025-06-17 16:17:37 | 2,466,563 363,738 | 2,830,301 | Form 4 |
| 3 | AV Partners IX LLC ARAGONA JOSEPH C DEANGELIS KENNETH P PACITTI CHRISTOPHER A Siegel Philip S 10% Owner | 2017-11-20 18:52:58 | 0 2,182,584 | 2,182,584 | Form 4 |
| 4 | THORNTON JOHN D 10% Owner | 2017-11-20 21:07:59 | 0 2,182,584 | 2,182,584 | Form 4 |
| 5 | ESW Capital LLC LIEMANDT JOSEPH ACORN PERFORMANCE GROUP INC. 10% Owner | 2021-07-09 16:15:19 | 1,443,344 0 | 1,443,344 | Form 13G |
| 6 | WAVE SYSTEMS CORP ESW Capital LLC LIEMANDT JOSEPH 10% Owner | 2021-07-09 16:15:19 | 1,443,344 0 | 1,443,344 | Form 13G |
| 7 | EPM Live Inc. ESW Capital LLC LIEMANDT JOSEPH Member of 10% owner group | 2021-07-09 16:15:19 | 1,443,344 0 | 1,443,344 | Form 13G |
| 8 | ESW Capital LLC LIEMANDT JOSEPH DevFactory FZ-LLC 10% Owner | 2021-07-09 16:15:19 | 1,443,344 0 | 1,443,344 | Form 13G |
| 9 | GLOBAL UNDERVALUED SECURITIES MASTER FUND LP KLEINHEINZ CAPITAL PARTNERS INC. MJBW Investments LP MJBW Genpar LLC KLEINHEINZ JOHN B Member of 10% owner group | 2019-02-11 11:54:51 | 975,000 0 | 975,000 | Form 13G |
| 10 | Doman Dan Chief Product Officer | 2025-06-17 16:16:12 | 758,088 0 | 758,088 | Form 4 |
| 11 | Hill Michael Douglass CFO & Treasurer | 2025-06-17 16:16:53 | 351,230 160,042 | 511,272 | Form 4 |
| 12 | Mattox Timothy Director | 2025-03-17 17:26:47 | 394,008 0 | 394,008 | Form 4 |
| 13 | Cummings Karen President and COO | 2025-06-17 16:14:35 | 347,425 0 | 347,425 | Form 4 |
| 14 | Favaron Rodney C President | 2022-06-21 16:04:18 | 338,742 0 | 338,742 | Form 4 |
| 15 | Yates Oliver Robert MacFarlane Chief Sales Officer | 2024-03-19 18:09:52 | 251,567 0 | 251,567 | Form 4 |
| 16 | Miller Paul Kenneth Chief Operating Officer | 2023-12-19 17:44:54 | 209,387 0 | 209,387 | Form 4 |
| 17 | Gill Kinloch III CLO and Secretary | 2023-09-19 17:18:10 | 194,590 0 | 194,590 | Form 4 |
| 18 | MAY DAVID Director | 2024-11-04 17:08:55 | 166,437 0 | 166,437 | Form 4 |
| 19 | Breslin Matthew Chief Revenue Officer | 2024-02-07 18:03:09 | 150,000 0 | 150,000 | Form 4 |
| 20 | Smith Matthew Harnden General Counsel and Secretary | 2025-06-17 16:18:24 | 131,908 0 | 131,908 | Form 4 |
| 21 | Walsh Teresa Miles Director | 2024-11-04 17:09:43 | 119,490 0 | 119,490 | Form 4 |
| 22 | Ross Joe Director | 2023-08-02 16:30:54 | 118,545 0 | 118,545 | Form 4 |
| 23 | Burk Ian Chief Business Officer | 2022-12-20 16:11:42 | 107,047 0 | 107,047 | Form 4 |
| 24 | AV Partners IX LLC Austin Ventures IX LP AUSTIN VENTURES X LP AV Partners IX LP AV Partners X L.L.C. AV Partners X L.P. 10% Owner | 2017-11-22 17:59:17 | 106,188 0 | 106,188 | Form 13D |
| 25 | Henley R Brian Executive Vice President | 2014-11-05 19:04:14 | 102,475 0 | 102,475 | Form 3 |
| 26 | Chung David H S Director | 2024-11-04 17:11:46 | 99,484 0 | 99,484 | Form 4 |
| 27 | COURTER STEPHEN E Director | 2024-11-04 17:11:06 | 99,232 0 | 99,232 | Form 4 |
| 28 | Melik Ludwig President | 2014-11-05 19:10:34 | 65,567 0 | 65,567 | Form 3 |
| 29 | Sarracino Steven Director | 2015-11-12 17:02:59 | 15,929 0 | 15,929 | Form 4 |