Insider at

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Insider transactions

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0 buys (P) 0 sells (S) Net: $0 + 65 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

65 other filings hidden
DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
Sept. 11, 2025 UPLD S 14,438 $2.36 $34,074 2,452,125 Direct -0.59% Disposed -84.2% (price as of 2026-10-02)
Aug. 9, 2024 UPLD P 66,365 $1.96 $130,075 363,738 Indirect +22.32% Acquired -81.0% (price as of 2026-10-02)
Aug. 8, 2024 UPLD P 33,635 $1.98 $66,597 297,373 Indirect +12.75% Acquired -81.2% (price as of 2026-10-02)
March 13, 2023 UPLD P 10,000 $4.75 $47,500 263,738 Indirect +3.94% Acquired -92.1% (price as of 2026-10-02)
March 10, 2023 UPLD P 10,000 $4.80 $48,000 253,738 Indirect +4.10% Acquired -92.2% (price as of 2026-10-02)
Aug. 23, 2022 UPLD P 10,000 $11.33 $113,300 243,738 Indirect +4.28% Acquired -96.7% (price as of 2026-10-02)
Aug. 22, 2022 UPLD P 10,000 $10.99 $109,900 233,738 Indirect +4.47% Acquired -96.6% (price as of 2026-10-02)
Aug. 19, 2022 UPLD P 20,000 $10.73 $214,600 223,738 Indirect +9.82% Acquired -96.5% (price as of 2026-10-02)
Aug. 18, 2022 UPLD P 10,000 $11.10 $111,000 203,738 Indirect +5.16% Acquired -96.6% (price as of 2026-10-02)
Aug. 17, 2022 UPLD P 10,000 $11.33 $113,300 193,738 Indirect +5.44% Acquired -96.7% (price as of 2026-10-02)
Aug. 15, 2022 UPLD P 10,000 $11.22 $112,200 183,738 Indirect +5.76% Acquired -96.7% (price as of 2026-10-02)
Aug. 12, 2022 UPLD P 10,000 $11.39 $113,900 173,738 Indirect +6.11% Acquired -96.7% (price as of 2026-10-02)
Aug. 11, 2022 UPLD P 10,000 $11.23 $112,300 163,738 Indirect +6.50% Acquired -96.7% (price as of 2026-10-02)
July 2, 2021 UPLD S 10b5-1 52,740 $41.58 $2,192,929 1,437,707 Direct -3.54% Disposed -99.1% (price as of 2026-10-02)
June 21, 2021 UPLD S 10b5-1 51 $40.45 $2,063 1,355,102 Direct 0.00% Disposed -99.1% (price as of 2026-10-02)
June 18, 2021 UPLD S 10b5-1 10,322 $41.12 $424,441 1,355,153 Direct -0.76% Disposed -99.1% (price as of 2026-10-02)
March 17, 2021 UPLD S 10b5-1 3,551 $48.73 $173,040 1,366,164 Direct -0.26% Disposed -99.2% (price as of 2026-10-02)
March 17, 2021 UPLD S 10b5-1 6,637 $48.15 $319,572 1,369,715 Direct -0.48% Disposed -99.2% (price as of 2026-10-02)
March 17, 2021 UPLD S 10b5-1 4,240 $48.72 $206,573 1,365,475 Direct -0.31% Disposed -99.2% (price as of 2026-10-02)
March 17, 2021 UPLD S 10b5-1 6,637 $48.15 $319,572 1,369,715 Direct -0.48% Disposed -99.2% (price as of 2026-10-02)
Feb. 11, 2021 UPLD S 10b5-1 14,684 $50.73 $744,919 1,314,915 Direct -1.10% Disposed -99.3% (price as of 2026-10-02)
Feb. 10, 2021 UPLD S 10b5-1 3,894 $50.10 $195,089 1,329,599 Direct -0.29% Disposed -99.3% (price as of 2026-10-02)
Feb. 9, 2021 UPLD S 10b5-1 44,393 $50.32 $2,233,856 1,333,493 Direct -3.22% Disposed -99.3% (price as of 2026-10-02)
Feb. 8, 2021 UPLD S 10b5-1 1,285 $50.00 $64,250 1,377,886 Direct -0.09% Disposed -99.3% (price as of 2026-10-02)
Feb. 8, 2021 UPLD S 10b5-1 11,633 $50.37 $585,954 1,379,171 Direct -0.84% Disposed -99.3% (price as of 2026-10-02)
Feb. 5, 2021 UPLD S 10b5-1 4,606 $51.00 $234,906 1,390,804 Direct -0.33% Disposed -99.3% (price as of 2026-10-02)
Feb. 5, 2021 UPLD S 10b5-1 62,392 $50.71 $3,163,898 1,395,410 Direct -4.28% Disposed -99.3% (price as of 2026-10-02)
Feb. 4, 2021 UPLD S 10b5-1 7,080 $50.03 $354,212 1,457,802 Direct -0.48% Disposed -99.3% (price as of 2026-10-02)
Feb. 2, 2021 UPLD S 10b5-1 13,588 $50.03 $679,808 1,464,882 Direct -0.92% Disposed -99.3% (price as of 2026-10-02)
Jan. 27, 2021 UPLD S 10b5-1 1,700 $50.01 $85,017 1,478,470 Direct -0.11% Disposed -99.3% (price as of 2026-10-02)
Jan. 25, 2021 UPLD S 10b5-1 26,219 $50.04 $1,311,999 1,480,170 Direct -1.74% Disposed -99.3% (price as of 2026-10-02)
Jan. 22, 2021 UPLD S 10b5-1 7,526 $50.00 $376,300 1,506,389 Direct -0.50% Disposed -99.3% (price as of 2026-10-02)
Jan. 21, 2021 UPLD S 10b5-1 1,000 $50.00 $50,000 1,513,915 Direct -0.07% Disposed -99.3% (price as of 2026-10-02)
Dec. 22, 2020 UPLD S 10b5-1 2,725 $47.52 $129,492 1,639,915 Direct -0.17% Disposed -99.2% (price as of 2026-10-02)
Dec. 22, 2020 UPLD S 10b5-1 10,897 $46.77 $509,653 1,642,640 Direct -0.66% Disposed -99.2% (price as of 2026-10-02)

Showing latest 100 of 170 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.

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DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
April 30, 2026 UPLD Performance Share Unit Common Stock (250,000) $0.00 · 250,000 Disposed
Jan. 28, 2025 UPLD Performance Share Unit Common Stock (250,000) $0.00 Feb. 28, 2028 250,000 Acquired
Dec. 10, 2024 UPLD Performance Share Unit Common Stock (187,500) $0.00 Feb. 28, 2027 187,500 Disposed
Dec. 9, 2024 UPLD Performance Share Unit Common Stock (125,000) $0.00 Feb. 28, 2027 125,000 Disposed
Dec. 6, 2024 UPLD Performance Share Unit Common Stock (187,500) $0.00 Feb. 28, 2027 187,500 Disposed
Dec. 5, 2024 UPLD Performance Share Unit Common Stock (62,500) $0.00 Feb. 28, 2027 62,500 Disposed
Dec. 4, 2024 UPLD Performance Share Unit Common Stock (31,250) $0.00 Feb. 28, 2027 31,250 Disposed
Dec. 3, 2024 UPLD Performance Share Unit Common Stock (156,250) $0.00 Feb. 28, 2027 156,250 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

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

DateTickerSecuritySharesOwnership
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)

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

Fiscal yearSalaryBonusStock awards Option awardsNon-equity incentivePension changeOtherTotal
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.