Insider Holders & Insider Ownership - Upland Software Inc. (UPLD)

List of insiders holdings for Upland Software Inc.:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. 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
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Insider Holder NameReport
Date Time
Shares Owned
Directly
Indirectly
Total
Shares Owned
Filing
ULYSSES AGGREGATOR LP
HGGC FUND IV GP LTD.
Chung David H S
10% Owner
2024-06-17 16:41:157,392,209
0
7,392,209Form 13D
MCDONALD JOHN T
CEO
2024-09-17 16:59:021,826,751
363,738
2,190,489Form 4
AV Partners IX LLC
ARAGONA JOSEPH C
DEANGELIS KENNETH P
PACITTI CHRISTOPHER A
Siegel Philip S
10% Owner
2017-11-20 18:52:580
2,182,584
2,182,584Form 4
THORNTON JOHN D
10% Owner
2017-11-20 21:07:590
2,182,584
2,182,584Form 4
EPM Live Inc.
ESW Capital LLC
LIEMANDT JOSEPH
Member of 10% owner group
2021-07-09 16:15:191,443,344
0
1,443,344Form 13G
ESW Capital LLC
LIEMANDT JOSEPH
DevFactory FZ-LLC
10% Owner
2021-07-09 16:15:191,443,344
0
1,443,344Form 13G
WAVE SYSTEMS CORP
ESW Capital LLC
LIEMANDT JOSEPH
10% Owner
2021-07-09 16:15:191,443,344
0
1,443,344Form 13G
ESW Capital LLC
LIEMANDT JOSEPH
ACORN PERFORMANCE GROUP INC.
10% Owner
2021-07-09 16:15:191,443,344
0
1,443,344Form 13G
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 11:54:51975,000
0
975,000Form 13G
Hill Michael Douglass
CFO & Treasurer
2024-09-17 16:52:39316,105
160,042
476,147Form 4
Mattox Timothy
Director
2024-11-04 17:10:24436,776
0
436,776Form 4
Cummings Karen
President and COO
2024-09-17 16:57:56375,364
0
375,364Form 4
Favaron Rodney C
President
2022-06-21 16:04:18338,742
0
338,742Form 4
Doman Dan
Chief Product Officer
2024-09-17 16:57:05300,903
0
300,903Form 4
Yates Oliver Robert MacFarlane
Chief Sales Officer
2024-03-19 18:09:52251,567
0
251,567Form 4
Miller Paul Kenneth
Chief Operating Officer
2023-12-19 17:44:54209,387
0
209,387Form 4
Gill Kinloch III
CLO and Secretary
2023-09-19 17:18:10194,590
0
194,590Form 4
MAY DAVID
Director
2024-11-04 17:08:55166,437
0
166,437Form 4
Breslin Matthew
Chief Revenue Officer
2024-02-07 18:03:09150,000
0
150,000Form 4
Walsh Teresa Miles
Director
2024-11-04 17:09:43119,490
0
119,490Form 4
Ross Joe
Director
2023-08-02 16:30:54118,545
0
118,545Form 4
Burk Ian
Chief Business Officer
2022-12-20 16:11:42107,047
0
107,047Form 4
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 17:59:17106,188
0
106,188Form 13D
Henley R Brian
Executive Vice President
2014-11-05 19:04:14102,475
0
102,475Form 3
Chung David H S
Director
2024-11-04 17:11:4699,484
0
99,484Form 4
COURTER STEPHEN E
Director
2024-11-04 17:11:0699,232
0
99,232Form 4
Smith Matthew Harnden
General Counsel and Secretary
2024-09-17 16:59:5995,836
0
95,836Form 4
Melik Ludwig
President
2014-11-05 19:10:3465,567
0
65,567Form 3
Sarracino Steven
Director
2015-11-12 17:02:5915,929
0
15,929Form 4