Oliver Robert Macfarlane Yates
First SEC filing: July 7, 2023 · Latest: July 7, 2023
Insider at
Insider transactions
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 |
|---|---|---|---|---|---|---|---|---|---|
| March 16, 2024 | UPLD | F | 6,672 | $4.21 | $28,089 | 251,567 Direct | -2.58% | Disposed | -91.0% (price as of 2026-10-05) |
| Jan. 29, 2024 | UPLD | A | 135,000 | · | · | 258,239 Direct | +109.54% | Acquired | (price as of 2026-10-05) |
| Dec. 16, 2023 | UPLD | F | 2,740 | $4.61 | $12,631 | 123,239 Direct | -2.17% | Disposed | -91.8% (price as of 2026-10-05) |
| Sept. 16, 2023 | UPLD | F | 2,740 | $3.86 | $10,576 | 125,979 Direct | -2.13% | Disposed | -90.2% (price as of 2026-10-05) |
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.
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| July 7, 2023 | UPLD | Common Stock | 128,719 | Direct |
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 | $325,000 | · | $579,150 | · | $199,893 | · | · | $1,104,043 |
| 2023 | $311,458 | · | $1,084,050 | · | $219,788 | · | · | $1,615,296 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.