Joe Ross
Insider
First SEC filing: Oct. 17, 2017 · Latest: Oct. 17, 2017
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| July 31, 2023 | UPLD | A | 62,816 | · | · | 118,545 Direct | +112.72% | Acquired | (price as of 2026-10-06) |
| Aug. 1, 2022 | UPLD | A | 17,830 | · | · | 55,729 Direct | +47.05% | Acquired | (price as of 2026-10-06) |
| Aug. 2, 2021 | UPLD | A | 6,051 | · | · | 37,899 Direct | +19.00% | Acquired | (price as of 2026-10-06) |
| Aug. 3, 2020 | UPLD | A | 4,567 | · | · | 31,848 Direct | +16.74% | Acquired | (price as of 2026-10-06) |
| Aug. 5, 2019 | UPLD | A | 1,188 | · | · | 27,281 Direct | +4.55% | Acquired | (price as of 2026-10-06) |
| Aug. 6, 2018 | UPLD | A | 1,497 | · | · | 26,093 Direct | +6.09% | Acquired | (price as of 2026-10-06) |
| Nov. 7, 2017 | UPLD | A | 18,414 | · | · | 18,414 Direct | · | Acquired | (price as of 2026-10-06) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| Nov. 7, 2017 | UPLD | Stock Option (right to buy) | Common Stock | $20.30 | Nov. 7, 2027 | 18,414 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Oct. 17, 2017 | UPLD | Common Stock | 24,596 | Direct |