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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 12-Aug-24 4:24 PM View:  | Upland Software, Inc. (UPLD) | 09-Aug-24 | Purchase | 66,365 | $1.96 | $130,308.00 | 3% 2.14M to 2.21M | |
| 12-Aug-24 4:24 PM View: | Upland Software, Inc. (UPLD) | 08-Aug-24 | Private Purchase | 33,635 | $1.98 | $66,627.60 | 2% 2.11M to 2.14M | |
| 17-Jun-24 5:06 PM View: | Upland Software, Inc. (UPLD) | 16-Jun-24 | Payment of Exercise | 17,834 | $2.63 | $46,903.40 | (< 1%) 2.13M to 2.11M | |
| 19-Mar-24 6:17 PM View: | Upland Software, Inc. (UPLD) | 16-Mar-24 | Payment of Exercise | 19,330 | $4.21 | $81,379.30 | (< 1%) 2.15M to 2.13M | |
| 31-Jan-24 7:23 PM View: | Upland Software, Inc. (UPLD) | 29-Jan-24 | Grant | 250,000 | -- | -- | 13% 1.9M to 2.15M | |
| 19-Dec-23 5:36 PM View: | Upland Software, Inc. (UPLD) | 16-Dec-23 | Payment of Exercise | 11,650 | $4.61 | $53,706.50 | (< 1%) 1.91M to 1.9M | |
| 19-Sep-23 8:01 PM View: | Upland Software, Inc. (UPLD) | 16-Sep-23 | Payment of Exercise | 11,650 | $3.86 | $44,969.00 | (< 1%) 1.92M to 1.91M | |
| 20-Jun-23 4:10 PM View: | Upland Software, Inc. (UPLD) | 16-Jun-23 | Payment of Exercise | 11,650 | $3.53 | $41,124.50 | (< 1%) 1.93M to 1.92M | |
| 20-Mar-23 6:52 PM View: | Upland Software, Inc. (UPLD) | 16-Mar-23 | Payment of Exercise | 12,704 | $4.72 | $59,962.90 | (< 1%) 1.94M to 1.93M | |
| 14-Mar-23 4:08 PM View: | Upland Software, Inc. (UPLD) | 13-Mar-23 | Purchase | 10,000 | $4.75 | $47,500.00 | < 1% 1.93M to 1.94M | |
| 14-Mar-23 4:08 PM View: | Upland Software, Inc. (UPLD) | 10-Mar-23 | Private Purchase | 10,000 | $4.80 | $48,000.00 | < 1% 1.92M to 1.93M | |
| 22-Feb-23 4:35 PM View: | Upland Software, Inc. (UPLD) | 21-Feb-23 | Grant | 100,000 | -- | -- | 5% 1.82M to 1.92M | |
| 20-Dec-22 4:18 PM View: | Upland Software, Inc. (UPLD) | 16-Dec-22 | Payment of Exercise | 10,545 | $7.99 | $84,254.50 | (< 1%) 1.83M to 1.82M | |
| 25-Oct-22 4:24 PM View: | Upland Software, Inc. (UPLD) | 21-Oct-22 | Grant | 100,000 | -- | -- | 6% 1.73M to 1.83M | |
| 20-Sep-22 4:33 PM View: | Upland Software, Inc. (UPLD) | 16-Sep-22 | Payment of Exercise | 7,265 | $9.38 | $68,145.70 | (< 1%) 1.74M to 1.73M | |
| 25-Aug-22 5:39 PM View: | Upland Software, Inc. (UPLD) | 23-Aug-22 | Private Purchase | 10,000 | $11.33 | $113,307.00 | < 1% 1.73M to 1.74M | |
| 23-Aug-22 4:04 PM View: | Upland Software, Inc. (UPLD) | 22-Aug-22 | Purchase | 10,000 | $10.99 | $109,940.00 | < 1% 1.72M to 1.73M | |
| 23-Aug-22 4:04 PM View: | Upland Software, Inc. (UPLD) | 19-Aug-22 | Private Purchase | 20,000 | $10.73 | $214,660.00 | 1% 1.7M to 1.72M | |
| 19-Aug-22 4:02 PM View: | Upland Software, Inc. (UPLD) | 18-Aug-22 | Purchase | 10,000 | $11.10 | $111,000.00 | < 1% 1.69M to 1.7M | |
| 19-Aug-22 4:02 PM View: | Upland Software, Inc. (UPLD) | 17-Aug-22 | Private Purchase | 10,000 | $11.33 | $113,300.00 | < 1% 1.68M to 1.69M | |
| 17-Aug-22 4:23 PM View: | Upland Software, Inc. (UPLD) | 15-Aug-22 | Private Purchase | 10,000 | $11.22 | $112,200.00 | < 1% 1.67M to 1.68M | |
| 15-Aug-22 4:15 PM View: | Upland Software, Inc. (UPLD) | 12-Aug-22 | Purchase | 10,000 | $11.39 | $113,900.00 | < 1% 1.66M to 1.67M | |
| 15-Aug-22 4:15 PM View: | Upland Software, Inc. (UPLD) | 11-Aug-22 | Private Purchase | 10,000 | $11.23 | $112,300.00 | < 1% 1.65M to 1.66M | |
| 21-Jun-22 4:11 PM View: | Upland Software, Inc. (UPLD) | 16-Jun-22 | Payment of Exercise | 7,265 | $13.72 | $99,675.80 | (< 1%) 1.66M to 1.65M | |
| 19-May-22 5:46 PM View: | Bigcommerce Holdings, Inc. (BIGC) | 17-May-22 | Grant | 9,918 | -- | -- | 283% 3.5K to 13.42K | |
| 18-Mar-22 4:12 PM View: | Upland Software, Inc. (UPLD) | 16-Mar-22 | Payment of Exercise | 7,489 | $16.66 | $124,767.00 | (< 1%) 1.67M to 1.66M | (12%) |
| 15-Mar-22 8:01 PM View: | Bigcommerce Holdings, Inc. (BIGC) | 11-Mar-22 | Grant | 310 | -- | -- | 10% 3.19K to 3.5K | |
| 14-Jan-22 6:05 PM View: | Upland Software, Inc. (UPLD) | 12-Jan-22 | Grant | 93,750 | -- | -- | 6% 1.57M to 1.67M | |
| 21-Dec-21 9:27 AM View: | Upland Software, Inc. (UPLD) | 16-Dec-21 | Payment of Exercise | 10,090 | $18.11 | $182,730.00 | (< 1%) 1.58M to 1.57M | (3%) |
| 15-Nov-21 5:57 PM View: | Bigcommerce Holdings, Inc. (BIGC) | 11-Nov-21 | Grant | 342 | -- | -- | 12% 2.85K to 3.19K | |
| 20-Sep-21 10:00 PM View: | Upland Software, Inc. (UPLD) | 16-Sep-21 | Payment of Exercise | 10,090 | $36.94 | $372,725.00 | (< 1%) 1.59M to 1.58M | 4% |
| 21-Jun-21 7:06 PM View: | Upland Software, Inc. (UPLD) | 21-Jun-21 | Market Sale | 51 | $40.45 | $2,062.95 | (< 1%) 1.51M to 1.51M | (2%) |
| 21-Jun-21 7:06 PM View: | Upland Software, Inc. (UPLD) | 18-Jun-21 | Market Sale (Planned) | 10,322 | $41.12 | $424,448.00 | (< 1%) 1.52M to 1.51M | (< 1%) |
| 18-May-21 5:10 PM View: | Bigcommerce Holdings, Inc. (BIGC) | 14-May-21 | Grant | 2,613 | -- | -- | 1093% 0.24K to 2.85K | |
| 19-Mar-21 4:10 PM View: | Upland Software, Inc. (UPLD) | 17-Mar-21 | Market Sale (Planned) | 10,877 | $48.37 | $526,146.00 | (< 1%) 1.53M to 1.52M | 2% |
| 19-Mar-21 4:37 PM View: | Bigcommerce Holdings, Inc. (BIGC) | 16-Mar-21 | Grant | 123 | -- | -- | 106% 0.12K to 0.24K | |
| 24-Feb-21 5:58 PM View: | Upland Software, Inc. (UPLD) | 22-Feb-21 | Grant | 61,437 | -- | -- | 4% 1.47M to 1.53M | |
| 12-Feb-21 4:54 PM View: | Upland Software, Inc. (UPLD) | 11-Feb-21 | Market Sale (Planned) | 14,684 | $50.73 | $744,849.00 | (< 1%) 1.48M to 1.47M | 1% |
| 12-Feb-21 4:54 PM View: | Upland Software, Inc. (UPLD) | 10-Feb-21 | Market Sale (Planned) | 3,894 | $50.10 | $195,089.00 | (< 1%) 1.49M to 1.48M | (< 1%) |
| 09-Feb-21 5:34 PM View: | Upland Software, Inc. (UPLD) | 09-Feb-21 | Market Sale (Planned) | 44,393 | $50.32 | $2,234,010.00 | (3%) 1.53M to 1.49M | 2% |
| 09-Feb-21 5:34 PM View: | Upland Software, Inc. (UPLD) | 08-Feb-21 | Market Sale (Planned) | 12,918 | $50.34 | $650,234.00 | (< 1%) 1.54M to 1.53M | 2% |
| 09-Feb-21 5:34 PM View: | Upland Software, Inc. (UPLD) | 05-Feb-21 | Market Sale (Planned) | 66,998 | $50.73 | $3,398,620.00 | (4%) 1.61M to 1.54M | 3% |
| 04-Feb-21 6:15 PM View: | Upland Software, Inc. (UPLD) | 04-Feb-21 | Market Sale (Planned) | 7,080 | $50.03 | $354,212.00 | (< 1%) 1.62M to 1.61M | < 1% |
| 04-Feb-21 6:15 PM View: | Upland Software, Inc. (UPLD) | 02-Feb-21 | Market Sale (Planned) | 13,588 | $50.03 | $679,806.00 | (< 1%) 1.63M to 1.62M | < 1% |
| 29-Jan-21 4:29 PM View: | Upland Software, Inc. (UPLD) | 27-Jan-21 | Market Sale (Planned) | 1,700 | $50.01 | $85,010.20 | (< 1%) 1.63M to 1.63M | 2% |
| 25-Jan-21 5:53 PM View: | Upland Software, Inc. (UPLD) | 25-Jan-21 | Market Sale (Planned) | 26,219 | $50.03 | $1,311,870.00 | (2%) 1.66M to 1.63M | |
| 25-Jan-21 5:53 PM View: | Upland Software, Inc. (UPLD) | 22-Jan-21 | Market Sale (Planned) | 7,526 | $50.00 | $376,300.00 | (< 1%) 1.67M to 1.66M | |
| 25-Jan-21 5:53 PM View: | Upland Software, Inc. (UPLD) | 21-Jan-21 | Market Sale (Planned) | 1,000 | $50.00 | $50,000.00 | (< 1%) 1.67M to 1.67M | |
| 25-Jan-21 5:53 PM View: | Upland Software, Inc. (UPLD) | 24-Dec-20 | Gift | 125,000 | -- | -- | (7%) 1.79M to 1.67M | |
| 23-Dec-20 6:09 PM View: | Upland Software, Inc. (UPLD) | 22-Dec-20 | Market Sale (Planned) | 13,622 | $46.92 | $639,139.00 | (< 1%) 1.81M to 1.79M | < 1% |