John T Mcdonald

CIK 1094792 · View on SEC EDGAR ↗

Insider

First SEC filing: Feb. 16, 2016 · Latest: Aug. 4, 2020

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 47 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

47 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
March 13, 2023 UPLD P 10,000 $4.75 $47,500 263,738 Indirect +3.94% Acquired -90.1% (price as of 2026-08-19)
March 10, 2023 UPLD P 10,000 $4.80 $48,000 253,738 Indirect +4.10% Acquired -90.2% (price as of 2026-08-19)
Aug. 23, 2022 UPLD P 10,000 $11.33 $113,300 243,738 Indirect +4.28% Acquired -95.9% (price as of 2026-08-19)
Aug. 22, 2022 UPLD P 10,000 $10.99 $109,900 233,738 Indirect +4.47% Acquired -95.7% (price as of 2026-08-19)
Aug. 19, 2022 UPLD P 20,000 $10.73 $214,600 223,738 Indirect +9.82% Acquired -95.6% (price as of 2026-08-19)
Aug. 18, 2022 UPLD P 10,000 $11.10 $111,000 203,738 Indirect +5.16% Acquired -95.8% (price as of 2026-08-19)
Aug. 17, 2022 UPLD P 10,000 $11.33 $113,300 193,738 Indirect +5.44% Acquired -95.9% (price as of 2026-08-19)
Aug. 15, 2022 UPLD P 10,000 $11.22 $112,200 183,738 Indirect +5.76% Acquired -95.8% (price as of 2026-08-19)
Aug. 12, 2022 UPLD P 10,000 $11.39 $113,900 173,738 Indirect +6.11% Acquired -95.9% (price as of 2026-08-19)
Aug. 11, 2022 UPLD P 10,000 $11.23 $112,300 163,738 Indirect +6.50% Acquired -95.8% (price as of 2026-08-19)
July 2, 2021 UPLD S 10b5-1 52,740 $41.58 $2,192,929 1,437,707 Direct -3.54% Disposed -98.9% (price as of 2026-08-19)
June 21, 2021 UPLD S 10b5-1 51 $40.45 $2,063 1,355,102 Direct 0.00% Disposed -98.8% (price as of 2026-08-19)
June 18, 2021 UPLD S 10b5-1 10,322 $41.12 $424,441 1,355,153 Direct -0.76% Disposed -98.9% (price as of 2026-08-19)
March 17, 2021 UPLD S 10b5-1 3,551 $48.73 $173,040 1,366,164 Direct -0.26% Disposed -99.0% (price as of 2026-08-19)
March 17, 2021 UPLD S 10b5-1 6,637 $48.15 $319,572 1,369,715 Direct -0.48% Disposed -99.0% (price as of 2026-08-19)
March 17, 2021 UPLD S 10b5-1 4,240 $48.72 $206,573 1,365,475 Direct -0.31% Disposed -99.0% (price as of 2026-08-19)
March 17, 2021 UPLD S 10b5-1 6,637 $48.15 $319,572 1,369,715 Direct -0.48% Disposed -99.0% (price as of 2026-08-19)
Feb. 11, 2021 UPLD S 10b5-1 14,684 $50.73 $744,919 1,314,915 Direct -1.10% Disposed -99.1% (price as of 2026-08-19)
Feb. 10, 2021 UPLD S 10b5-1 3,894 $50.10 $195,089 1,329,599 Direct -0.29% Disposed -99.1% (price as of 2026-08-19)
Feb. 9, 2021 UPLD S 10b5-1 44,393 $50.32 $2,233,856 1,333,493 Direct -3.22% Disposed -99.1% (price as of 2026-08-19)
Feb. 8, 2021 UPLD S 10b5-1 1,285 $50.00 $64,250 1,377,886 Direct -0.09% Disposed -99.1% (price as of 2026-08-19)
Feb. 8, 2021 UPLD S 10b5-1 11,633 $50.37 $585,954 1,379,171 Direct -0.84% Disposed -99.1% (price as of 2026-08-19)
Feb. 5, 2021 UPLD S 10b5-1 4,606 $51.00 $234,906 1,390,804 Direct -0.33% Disposed -99.1% (price as of 2026-08-19)
Feb. 5, 2021 UPLD S 10b5-1 62,392 $50.71 $3,163,898 1,395,410 Direct -4.28% Disposed -99.1% (price as of 2026-08-19)
Feb. 4, 2021 UPLD S 10b5-1 7,080 $50.03 $354,212 1,457,802 Direct -0.48% Disposed -99.1% (price as of 2026-08-19)
Feb. 2, 2021 UPLD S 10b5-1 13,588 $50.03 $679,808 1,464,882 Direct -0.92% Disposed -99.1% (price as of 2026-08-19)
Jan. 27, 2021 UPLD S 10b5-1 1,700 $50.01 $85,017 1,478,470 Direct -0.11% Disposed -99.1% (price as of 2026-08-19)
Jan. 25, 2021 UPLD S 10b5-1 26,219 $50.04 $1,311,999 1,480,170 Direct -1.74% Disposed -99.1% (price as of 2026-08-19)
Jan. 22, 2021 UPLD S 10b5-1 7,526 $50.00 $376,300 1,506,389 Direct -0.50% Disposed -99.1% (price as of 2026-08-19)
Jan. 21, 2021 UPLD S 10b5-1 1,000 $50.00 $50,000 1,513,915 Direct -0.07% Disposed -99.1% (price as of 2026-08-19)
Dec. 22, 2020 UPLD S 10b5-1 2,725 $47.52 $129,492 1,639,915 Direct -0.17% Disposed -99.0% (price as of 2026-08-19)
Dec. 22, 2020 UPLD S 10b5-1 10,897 $46.77 $509,653 1,642,640 Direct -0.66% Disposed -99.0% (price as of 2026-08-19)
Oct. 1, 2020 UPLD S 10b5-1 27,180 $38.07 $1,034,743 1,657,037 Direct -1.61% Disposed -98.8% (price as of 2026-08-19)
Sept. 18, 2020 UPLD S 9,880 $36.76 $363,189 1,688,121 Direct -0.58% Disposed -98.7% (price as of 2026-08-19)
Sept. 18, 2020 UPLD S 3,204 $37.73 $120,887 1,684,917 Direct -0.19% Disposed -98.8% (price as of 2026-08-19)
Sept. 18, 2020 UPLD S 700 $38.42 $26,894 1,684,217 Direct -0.04% Disposed -98.8% (price as of 2026-08-19)
Aug. 7, 2020 UPLD S 10b5-1 6,406 $44.63 $285,900 1,698,001 Direct -0.38% Disposed -98.9% (price as of 2026-08-19)
Aug. 7, 2020 UPLD S 10b5-1 6,414 $43.99 $282,152 1,704,407 Direct -0.37% Disposed -98.9% (price as of 2026-08-19)
June 18, 2020 UPLD S 10b5-1 8,062 $34.15 $275,317 1,710,821 Direct -0.47% Disposed -98.6% (price as of 2026-08-19)
Jan. 18, 2019 UPLD S 10b5-1 20,000 $30.00 $600,000 153,738 Indirect -11.51% Disposed -98.4% (price as of 2026-08-19)
Nov. 16, 2018 UPLD S 10b5-1 841 $30.75 $25,861 1,580,811 Direct -0.05% Disposed -98.5% (price as of 2026-08-19)
Nov. 15, 2018 UPLD S 10b5-1 9,365 $30.00 $280,950 173,738 Indirect -5.11% Disposed -98.4% (price as of 2026-08-19)
Nov. 14, 2018 UPLD S 10b5-1 1,130 $30.00 $33,900 183,103 Indirect -0.61% Disposed -98.4% (price as of 2026-08-19)
Nov. 12, 2018 UPLD S 10b5-1 1,586 $31.16 $49,420 184,233 Indirect -0.85% Disposed -98.5% (price as of 2026-08-19)
Nov. 12, 2018 UPLD S 10b5-1 7,919 $30.37 $240,500 185,819 Indirect -4.09% Disposed -98.5% (price as of 2026-08-19)
Oct. 5, 2018 UPLD S 10b5-1 1,570 $37.00 $58,090 1,581,652 Direct -0.10% Disposed -98.7% (price as of 2026-08-19)
Sept. 10, 2018 UPLD S 10b5-1 18,202 $35.29 $642,349 1,596,695 Direct -1.13% Disposed -98.7% (price as of 2026-08-19)
Sept. 7, 2018 UPLD S 10b5-1 28,001 $35.22 $986,195 1,614,897 Direct -1.70% Disposed -98.7% (price as of 2026-08-19)
Sept. 6, 2018 UPLD S 10b5-1 20,744 $35.26 $731,433 1,642,898 Direct -1.25% Disposed -98.7% (price as of 2026-08-19)
Sept. 5, 2018 UPLD S 10b5-1 19,231 $35.51 $682,893 1,663,642 Direct -1.14% Disposed -98.7% (price as of 2026-08-19)
Sept. 5, 2018 UPLD S 10b5-1 7,432 $34.72 $258,039 1,682,873 Direct -0.44% Disposed -98.6% (price as of 2026-08-19)
Sept. 4, 2018 UPLD S 10b5-1 9,839 $36.24 $356,565 1,690,305 Direct -0.58% Disposed -98.7% (price as of 2026-08-19)
Sept. 4, 2018 UPLD S 10b5-1 16,551 $35.90 $594,181 1,700,144 Direct -0.96% Disposed -98.7% (price as of 2026-08-19)

Showing latest 100 of 134 transactions

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
April 30, 2026 UPLD Performance Share Unit Common Stock (250,000) $0.00 250,000 Disposed
June 5, 2024 UPLD Performance Share Unit Common Stock (500,000) $0.00 Feb. 28, 2027 500,000 Acquired
Jan. 29, 2024 UPLD Performance Share Unit Common Stock (250,000) $0.00 Feb. 28, 2027 250,000 Acquired
Jan. 29, 2024 UPLD Performance Share Unit Common Stock (250,000) $0.00 Aug. 28, 2025 250,000 Acquired
Feb. 21, 2023 UPLD Performance Share Unit Common Stock (100,000) $0.00 Dec. 31, 2025 100,000 Acquired
Jan. 12, 2022 UPLD Performance Share Unit Common Stock (93,750) $0.00 June 18, 2023 93,750 Acquired
June 30, 2021 UPLD Performance Share Unit Common Stock (66,297) $0.00 66,297 Disposed
Feb. 22, 2021 UPLD Performance Share Unit Common Stock (61,437) $0.00 61,437 Acquired
Feb. 24, 2020 UPLD Performance Share Unit Common Stock (66,297) $0.00 66,297 Acquired
Nov. 12, 2014 UPLD Series C Preferred Stock Common Stock (79,777) 79,777 Disposed
Nov. 12, 2014 UPLD Series B Preferred Stock Common Stock (163,961) 163,961 Disposed
Nov. 12, 2014 UPLD Series B Preferred Stock Common Stock (11,200) 11,200 Disposed
Nov. 12, 2014 UPLD Series A Preferred Stock Common Stock (373,911) 373,911 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 6 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Aug. 4, 2020 CMRC Non-Qualified Stock Option (Right to Buy)→ Series 1 Common Stock (73,333) 73,333 Direct
Nov. 5, 2014 UPLD Common Stock 1,312,005 Direct
Nov. 5, 2014 UPLD Series A Preferred Stock→ Common Stock (373,911) 373,911 Direct
Nov. 5, 2014 UPLD Series B Preferred Stock→ Common Stock (11,200) 11,200 Direct
Nov. 5, 2014 UPLD Series B Preferred Stock→ Common Stock (163,961) 163,961 Indirect
Nov. 5, 2014 UPLD Series C Preferred Stock→ Common Stock (79,777) 79,777 Indirect

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2024 $500,000 $3,202,500 $163,684 $37,330 $3,903,514
2023 $325,000 $250,000 $2,325,000 $15,546 $2,915,546
2022 $325,000 $7,749,375 $255,398 $664 $8,330,437

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.