| |
| |
| Exchange: |
N/A |
| Security
Type: |
N/A |
| Shares
Out: |
29,460,000 |
| Market
Cap: |
60.39(M) |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$2.16 - $4.98 |
|
| Level
I Sector: |
N/A |
| Level
II Sector: |
N/A |
| Level
III Sector: |
N/A |
|
Member Indexes:
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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|
Company Profile Upland Software provides cloud-based enterprise work management software that enables organizations to plan, manage and execute projects and work. Co.'s software applications address enterprise work management needs in the following functional areas: Marketing, Sales, Contact Center, Project Management, Information Technology, Business Operations, and Human Resources and Legal. Co.'s applications help organizations support their sales business and account management processes, coordinate proposal and reference activities, collaborate on the creation and publication of digital content. Co.'s applications also support project management across a variety of use cases.
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D/I:
|
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|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
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|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
110,000 |
| Total Buy Value |
$0 |
$0 |
$0 |
$1,096,107 |
| Total People Bought |
0 |
0 |
0 |
1 |
| Total Buy Transactions |
0 |
0 |
0 |
10 |
| Total Shares Sold |
0 |
34,444 |
34,444 |
72,758 |
| Total Sell Value |
$0 |
$157,868 |
$157,868 |
$503,994 |
| Total People Sold |
0 |
2 |
2 |
4 |
| Total Sell Transactions |
0 |
2 |
2 |
7 |
| End Date |
2024-02-01 |
2023-10-31 |
2023-05-02 |
2022-05-02 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Mattox Timothy |
co-President & COO |
• – – |
2020-10-19 |
4 |
AS |
$45.00 |
$1,337,103 |
D/D |
(29,713) |
487,027 |
|
13% |
|
| Mattox Timothy |
co-President & COO |
• – – |
2020-10-16 |
4 |
AS |
$45.00 |
$325,440 |
D/D |
(7,232) |
516,740 |
|
11% |
|
| Mcdonald John T |
CEO |
• • – |
2020-10-01 |
4 |
AS |
$38.07 |
$1,034,840 |
D/D |
(27,180) |
1,657,037 |
|
28% |
|
| Hill Michael Douglass |
CFO &Treasurer |
• – – |
2020-09-18 |
4 |
S |
$36.98 |
$266,787 |
D/D |
(7,146) |
264,431 |
|
-33% |
|
| Mcdonald John T |
CEO |
• • – |
2020-09-18 |
4 |
S |
$36.76 |
$510,953 |
D/D |
(13,784) |
1,684,217 |
|
-33% |
|
| Mattox Timothy |
co-President & COO |
• – – |
2020-09-18 |
4 |
S |
$36.82 |
$487,128 |
D/D |
(13,118) |
523,972 |
|
-33% |
|
| May David |
Director |
– • – |
2020-08-17 |
4 |
B |
$33.72 |
$337,237 |
I/I |
10,000 |
10,000 |
2.1 |
38% |
|
| Mattox Timothy |
co-President & COO |
• – – |
2020-08-07 |
4 |
AS |
$45.00 |
$137,475 |
D/D |
(3,055) |
537,090 |
|
11% |
|
| Mcdonald John T |
CEO |
• • – |
2020-08-07 |
4 |
AS |
$43.99 |
$568,069 |
D/D |
(12,820) |
1,698,001 |
|
11% |
|
| Courter Stephen E |
Director |
– • – |
2020-08-03 |
4 |
A |
$0.00 |
$0 |
D/D |
4,567 |
16,218 |
|
- |
|
| May David |
Director |
– • – |
2020-08-03 |
4 |
A |
$0.00 |
$0 |
D/D |
4,567 |
64,740 |
|
- |
|
| Ross Joe |
Director |
– • – |
2020-08-03 |
4 |
A |
$0.00 |
$0 |
D/D |
4,567 |
31,848 |
|
- |
|
| Walsh Teresa Miles |
Director |
– • – |
2020-08-03 |
4 |
A |
$0.00 |
$0 |
D/D |
4,567 |
7,793 |
|
- |
|
| Mcdonald John T |
CEO |
• • – |
2020-06-18 |
4 |
AS |
$34.15 |
$275,317 |
D/D |
(8,062) |
1,710,821 |
|
24% |
|
| Favaron Rodney C |
co-President and CCO |
• – – |
2020-06-18 |
4 |
AS |
$34.35 |
$3,023 |
D/D |
(88) |
162,925 |
|
24% |
|
| Hill Michael Douglass |
CFO &Treasurer |
• – – |
2020-06-18 |
4 |
AS |
$34.10 |
$167,704 |
D/D |
(4,918) |
271,577 |
|
24% |
|
| Mattox Timothy |
co-President & COO |
• – – |
2020-06-18 |
4 |
AS |
$34.10 |
$335,374 |
D/D |
(9,835) |
540,145 |
|
24% |
|
| Mcdonald John T |
CEO |
• • – |
2020-06-16 |
4 |
D |
$0.00 |
$0 |
D/D |
(5,836) |
1,718,883 |
|
- |
|
| Hill Michael Douglass |
CFO &Treasurer |
• – – |
2020-06-16 |
4 |
D |
$34.08 |
$79,884 |
D/D |
(2,344) |
276,495 |
|
- |
|
| Mattox Timothy |
co-President & COO |
• – – |
2020-06-16 |
4 |
D |
$34.08 |
$116,758 |
D/D |
(3,426) |
549,980 |
|
- |
|
| Favaron Rodney C |
co-President and CCO |
• – – |
2020-03-16 |
4 |
D |
$22.61 |
$1,990 |
D/D |
(88) |
163,013 |
|
- |
|
| Hill Michael Douglass |
CFO &Treasurer |
• – – |
2020-03-16 |
4 |
D |
$22.61 |
$162,543 |
D/D |
(7,189) |
278,839 |
|
- |
|
| Mattox Timothy |
co-President & COO |
• – – |
2020-03-16 |
4 |
D |
$22.61 |
$293,975 |
D/D |
(13,002) |
553,406 |
|
- |
|
| Mcdonald John T |
CEO |
• • – |
2020-03-16 |
4 |
D |
$22.61 |
$309,033 |
D/D |
(13,668) |
1,724,719 |
|
- |
|
| Walsh Teresa Miles |
Director |
– • – |
2020-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
3,226 |
3,226 |
|
- |
|
513 Records found
|
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Page 8 of 21 |
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Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
| |
OE |
- Options Exercised |
A |
- Acquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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|
0.11 (5.09%) 
