Stephen E Courter
Insider
First SEC filing: July 6, 2023 · Latest: July 6, 2023
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
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| June 30, 2026 | CDZIP | A | 6,103 | $4.10 | $25,022 | 81,592 Direct | +8.08% | Acquired | 441.5% (price as of 2026-10-02) |
| Oct. 27, 2025 | UPLD | A | 25,000 | · | · | 124,232 Direct | +25.19% | Acquired | (price as of 2026-10-02) |
| June 30, 2025 | CDZIP | A | 8,212 | $3.04 | $24,964 | 75,489 Direct | +12.21% | Acquired | 630.3% (price as of 2026-10-02) |
| Nov. 4, 2024 | UPLD | A | 25,000 | · | · | 99,232 Direct | +33.68% | Acquired | (price as of 2026-10-02) |
| July 1, 2024 | CDZIP | A | 8,174 | $3.06 | $25,012 | 67,277 Direct | +13.83% | Acquired | 625.5% (price as of 2026-10-02) |
| Nov. 21, 2023 | UPLD | S | 20,448 | $4.43 | $90,585 | 74,232 Direct | -21.60% | Disposed | -91.6% (price as of 2026-10-02) |
| July 31, 2023 | UPLD | A | 62,816 | · | · | 94,680 Direct | +197.14% | Acquired | (price as of 2026-10-02) |
| July 3, 2023 | CDZIP | A | 5,666 | $4.41 | $24,987 | 59,103 Direct | +10.60% | Acquired | 403.4% (price as of 2026-10-02) |
| Dec. 16, 2022 | CDZIP | P | 2,000 | $2.57 | $5,140 | 53,437 Direct | +3.89% | Acquired | 763.8% (price as of 2026-10-02) |
| Oct. 13, 2022 | UPLD | S 10b5-1 | 3,500 | $7.06 | $24,710 | 31,864 Direct | -9.90% | Disposed | -94.7% (price as of 2026-10-02) |
| Oct. 12, 2022 | UPLD | S 10b5-1 | 3,500 | $7.37 | $25,795 | 35,364 Direct | -9.01% | Disposed | -94.9% (price as of 2026-10-02) |
| Aug. 1, 2022 | UPLD | A | 17,830 | · | · | 38,864 Direct | +84.77% | Acquired | (price as of 2026-10-02) |
| July 12, 2022 | CDZIP | A | 11,339 | $2.20 | $24,946 | 51,437 Direct | +28.28% | Acquired | 909.1% (price as of 2026-10-02) |
| April 4, 2022 | CDZIP | P | 9,600 | $2.23 | $21,408 | 40,098 Direct | +31.48% | Acquired | 895.5% (price as of 2026-10-02) |
| April 1, 2022 | CDZIP | P | 600 | $2.13 | $1,278 | 30,698 Direct | +1.99% | Acquired | 942.3% (price as of 2026-10-02) |
| Aug. 2, 2021 | UPLD | A | 6,051 | · | · | 21,034 Direct | +40.39% | Acquired | (price as of 2026-10-02) |
| June 30, 2021 | CDZIP | A | 1,899 | $13.16 | $24,991 | 30,098 Direct | +6.73% | Acquired | 68.7% (price as of 2026-10-02) |
| Nov. 13, 2020 | UPLD | S 10b5-1 | 1,235 | $42.21 | $52,129 | 14,983 Direct | -7.61% | Disposed | -99.1% (price as of 2026-10-02) |
| Aug. 3, 2020 | UPLD | A | 4,567 | · | · | 16,218 Direct | +39.20% | Acquired | (price as of 2026-10-02) |
| June 30, 2020 | CDZIP | A | 2,337 | $10.70 | $25,006 | 28,199 Direct | +9.04% | Acquired | 107.5% (price as of 2026-10-02) |
| Nov. 1, 2019 | UPLD | S 10b5-1 | 1,450 | $34.42 | $49,909 | 11,651 Direct | -11.07% | Disposed | -98.9% (price as of 2026-10-02) |
| Aug. 5, 2019 | UPLD | A | 1,188 | · | · | 13,101 Direct | +9.97% | Acquired | (price as of 2026-10-02) |
| June 30, 2019 | CDZIP | A | 1,914 | $10.45 | $20,001 | 25,862 Direct | +7.99% | Acquired | 112.4% (price as of 2026-10-02) |
| Aug. 6, 2018 | UPLD | A | 1,497 | · | · | 11,913 Direct | +14.37% | Acquired | (price as of 2026-10-02) |
| June 30, 2018 | CDZIP | A | 1,573 | $12.71 | $19,993 | 23,948 Direct | +7.03% | Acquired | 74.7% (price as of 2026-10-02) |
| Aug. 8, 2017 | UPLD | A | 6,525 | · | · | 37,941 Direct | +20.77% | Acquired | (price as of 2026-10-02) |
| June 30, 2017 | CDZIP | A | 1,449 | · | · | 22,375 Direct | +6.92% | Acquired | (price as of 2026-10-02) |
| Aug. 8, 2016 | UPLD | A | 15,487 | · | · | 15,487 Direct | · | Acquired | (price as of 2026-10-02) |
| Aug. 8, 2016 | UPLD | A | 15,487 | · | · | 31,416 Direct | +97.23% | Acquired | (price as of 2026-10-02) |
| June 30, 2016 | CDZIP | A | 3,473 | · | · | 20,926 Direct | +19.90% | Acquired | (price as of 2026-10-02) |
| Nov. 9, 2015 | UPLD | A | 15,929 | · | · | 15,929 Direct | · | Acquired | (price as of 2026-10-02) |
| June 30, 2015 | CDZIP | A | 2,370 | · | · | 17,453 Direct | +15.71% | Acquired | (price as of 2026-10-02) |
| Nov. 5, 2014 | UPLD | A | 10,416 | · | · | 10,416 Direct | · | Acquired | (price as of 2026-10-02) |
| June 30, 2014 | CDZIP | A | 2,419 | · | · | 15,083 Direct | +19.10% | Acquired | (price as of 2026-10-02) |
| June 30, 2013 | CDZIP | A | 3,711 | · | · | 12,664 Direct | +41.45% | Acquired | (price as of 2026-10-02) |
| April 23, 2013 | CDZIP | P | 300 | $5.21 | $1,563 | 8,953 Direct | +3.47% | Acquired | 326.1% (price as of 2026-10-02) |
| April 22, 2013 | CDZIP | P | 500 | $5.29 | $2,645 | 8,653 Direct | +6.13% | Acquired | 319.7% (price as of 2026-10-02) |
| April 19, 2013 | CDZIP | P | 300 | $5.28 | $1,584 | 8,153 Direct | +3.82% | Acquired | 320.5% (price as of 2026-10-02) |
| April 19, 2013 | CDZIP | P | 200 | $5.19 | $1,038 | 7,853 Direct | +2.61% | Acquired | 327.7% (price as of 2026-10-02) |
| June 30, 2012 | CDZIP | A | 2,759 | · | · | 7,653 Direct | +56.38% | Acquired | (price as of 2026-10-02) |
| June 30, 2011 | CDZIP | A | 1,884 | · | · | 4,894 Direct | +62.59% | Acquired | (price as of 2026-10-02) |
| June 30, 2010 | CDZIP | A | 1,597 | · | · | 3,010 Direct | +113.02% | Acquired | (price as of 2026-10-02) |
| June 30, 2009 | CDZIP | A | 1,413 | · | · | 1,413 Direct | · | Acquired | (price as of 2026-10-02) |
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 |
|---|---|---|---|---|---|---|---|
| Aug. 8, 2017 | UPLD | Stock Option (right to buy) | Common Stock | $23.60 | Aug. 8, 2027 | 6,525 | Acquired |
| Aug. 8, 2016 | UPLD | Stock Option (right to buy) [F1] | Common Stock | $7.74 | Aug. 8, 2026 | 15,487 | Acquired |
| Aug. 8, 2016 | UPLD | Common Stock | Common Stock | $7.74 | Aug. 8, 2026 | 15,487 | Acquired |
| Nov. 9, 2015 | UPLD | Stock Option (right to buy) | Common Stock | $7.84 | Nov. 9, 2025 | 15,929 | 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 |
|---|---|---|---|---|
| Nov. 5, 2014 | UPLD | Common Stock | 0 | Direct |